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BLUE OWL CAPITAL INC.（OWL）与Revvity（RVTY）财务数据对比。点击上方公司名可切换其他公司
Revvity的季度营收约是BLUE OWL CAPITAL INC.的1.0倍（$772.1M vs $755.6M），Revvity净利率更高（12.7% vs 6.3%，领先6.4%），BLUE OWL CAPITAL INC.同比增速更快（19.7% vs 5.9%），BLUE OWL CAPITAL INC.自由现金流更多（$359.1M vs $161.8M），过去两年BLUE OWL CAPITAL INC.的营收复合增速更高（21.3% vs 9.0%）
Blue Owl Capital Inc.是美国另类投资资产管理机构，于纽约证券交易所挂牌上市，股票代码为OWL，总部设在纽约市，在伦敦、迪拜、中国香港等全球多地设有办事处，专注为各类客户提供专业的另类资产管理解决方案。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
OWL vs RVTY — 直观对比
营收规模更大
RVTY
是对方的1.0倍
$755.6M
营收增速更快
OWL
高出13.8%
5.9%
净利率更高
RVTY
高出6.4%
6.3%
自由现金流更多
OWL
多$197.3M
$161.8M
两年增速更快
OWL
近两年复合增速
9.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $755.6M | $772.1M |
| 净利润 | $47.7M | $98.4M |
| 毛利率 | — | — |
| 营业利润率 | 22.2% | 14.5% |
| 净利率 | 6.3% | 12.7% |
| 营收同比 | 19.7% | 5.9% |
| 净利润同比 | 129.8% | 3.9% |
| 每股收益（稀释后） | $0.07 | $0.86 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收OWLRVTY
| Q4 25 | $755.6M | $772.1M | ||
| Q3 25 | $728.0M | $698.9M | ||
| Q2 25 | $703.1M | $720.3M | ||
| Q1 25 | $683.5M | $664.8M | ||
| Q4 24 | $631.4M | $729.4M | ||
| Q3 24 | $600.9M | $684.0M | ||
| Q2 24 | $549.8M | $691.7M | ||
| Q1 24 | $513.3M | $649.9M |
净利润OWLRVTY
| Q4 25 | $47.7M | $98.4M | ||
| Q3 25 | $6.3M | $46.7M | ||
| Q2 25 | $17.4M | $53.9M | ||
| Q1 25 | $7.4M | $42.2M | ||
| Q4 24 | $20.7M | $94.6M | ||
| Q3 24 | $29.8M | $94.4M | ||
| Q2 24 | $33.9M | $55.4M | ||
| Q1 24 | $25.1M | $26.0M |
毛利率OWLRVTY
| Q4 25 | — | — | ||
| Q3 25 | — | 53.6% | ||
| Q2 25 | — | 54.5% | ||
| Q1 25 | — | 56.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 56.3% | ||
| Q2 24 | — | 55.7% | ||
| Q1 24 | — | 54.6% |
营业利润率OWLRVTY
| Q4 25 | 22.2% | 14.5% | ||
| Q3 25 | 7.6% | 11.7% | ||
| Q2 25 | 12.0% | 12.6% | ||
| Q1 25 | 5.9% | 10.9% | ||
| Q4 24 | 11.7% | 16.3% | ||
| Q3 24 | 18.7% | 14.3% | ||
| Q2 24 | 28.4% | 12.4% | ||
| Q1 24 | 24.7% | 6.8% |
净利率OWLRVTY
| Q4 25 | 6.3% | 12.7% | ||
| Q3 25 | 0.9% | 6.7% | ||
| Q2 25 | 2.5% | 7.5% | ||
| Q1 25 | 1.1% | 6.4% | ||
| Q4 24 | 3.3% | 13.0% | ||
| Q3 24 | 5.0% | 13.8% | ||
| Q2 24 | 6.2% | 8.0% | ||
| Q1 24 | 4.9% | 4.0% |
每股收益（稀释后）OWLRVTY
| Q4 25 | $0.07 | $0.86 | ||
| Q3 25 | $0.01 | $0.40 | ||
| Q2 25 | $0.02 | $0.46 | ||
| Q1 25 | $0.00 | $0.35 | ||
| Q4 24 | $0.06 | $0.77 | ||
| Q3 24 | $0.04 | $0.77 | ||
| Q2 24 | $0.06 | $0.45 | ||
| Q1 24 | $0.04 | $0.21 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $194.5M | $919.9M |
| 总债务越低越好 | $3.3B | — |
| 股东权益账面价值 | $2.2B | $7.3B |
| 总资产 | $12.5B | $12.2B |
| 负债/权益比越低杠杆越低 | 1.51× | — |
8季度趋势，按日历期对齐
现金及短期投资OWLRVTY
| Q4 25 | $194.5M | $919.9M | ||
| Q3 25 | $137.3M | $931.4M | ||
| Q2 25 | $117.6M | $991.8M | ||
| Q1 25 | $97.6M | $1.1B | ||
| Q4 24 | $152.1M | $1.2B | ||
| Q3 24 | $115.9M | $1.2B | ||
| Q2 24 | $436.8M | $2.0B | ||
| Q1 24 | $155.8M | $1.7B |
总债务OWLRVTY
| Q4 25 | $3.3B | — | ||
| Q3 25 | $3.2B | — | ||
| Q2 25 | $3.2B | — | ||
| Q1 25 | $3.2B | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.5B | — | ||
| Q2 24 | $2.5B | — | ||
| Q1 24 | $2.1B | — |
股东权益OWLRVTY
| Q4 25 | $2.2B | $7.3B | ||
| Q3 25 | $2.3B | $7.4B | ||
| Q2 25 | $2.4B | $7.6B | ||
| Q1 25 | $2.3B | $7.6B | ||
| Q4 24 | $2.1B | $7.7B | ||
| Q3 24 | $2.0B | $7.9B | ||
| Q2 24 | $1.7B | $7.9B | ||
| Q1 24 | $1.6B | $7.8B |
总资产OWLRVTY
| Q4 25 | $12.5B | $12.2B | ||
| Q3 25 | $12.5B | $12.1B | ||
| Q2 25 | $12.3B | $12.4B | ||
| Q1 25 | $12.3B | $12.4B | ||
| Q4 24 | $11.0B | $12.4B | ||
| Q3 24 | $10.8B | $12.8B | ||
| Q2 24 | $9.7B | $13.4B | ||
| Q1 24 | $9.0B | $13.4B |
负债/权益比OWLRVTY
| Q4 25 | 1.51× | — | ||
| Q3 25 | 1.41× | — | ||
| Q2 25 | 1.38× | — | ||
| Q1 25 | 1.37× | — | ||
| Q4 24 | 1.22× | — | ||
| Q3 24 | 1.27× | — | ||
| Q2 24 | 1.41× | — | ||
| Q1 24 | 1.26× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $382.9M | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $359.1M | $161.8M |
| 自由现金流率自由现金流/营收 | 47.5% | 21.0% |
| 资本支出强度资本支出/营收 | 3.1% | 2.6% |
| 现金转化率经营现金流/净利润 | 8.03× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $1.2B | $509.4M |
8季度趋势，按日历期对齐
经营现金流OWLRVTY
| Q4 25 | $382.9M | $182.0M | ||
| Q3 25 | $433.1M | $138.5M | ||
| Q2 25 | $422.5M | $134.3M | ||
| Q1 25 | $17.6M | $128.2M | ||
| Q4 24 | $324.0M | $174.2M | ||
| Q3 24 | $326.0M | $147.9M | ||
| Q2 24 | $302.3M | $158.6M | ||
| Q1 24 | $47.2M | $147.6M |
自由现金流OWLRVTY
| Q4 25 | $359.1M | $161.8M | ||
| Q3 25 | $422.5M | $120.0M | ||
| Q2 25 | $412.5M | $115.5M | ||
| Q1 25 | $4.2M | $112.2M | ||
| Q4 24 | $310.1M | $149.8M | ||
| Q3 24 | $314.8M | $125.6M | ||
| Q2 24 | $269.4M | $136.6M | ||
| Q1 24 | $41.1M | $129.7M |
自由现金流率OWLRVTY
| Q4 25 | 47.5% | 21.0% | ||
| Q3 25 | 58.0% | 17.2% | ||
| Q2 25 | 58.7% | 16.0% | ||
| Q1 25 | 0.6% | 16.9% | ||
| Q4 24 | 49.1% | 20.5% | ||
| Q3 24 | 52.4% | 18.4% | ||
| Q2 24 | 49.0% | 19.7% | ||
| Q1 24 | 8.0% | 20.0% |
资本支出强度OWLRVTY
| Q4 25 | 3.1% | 2.6% | ||
| Q3 25 | 1.5% | 2.6% | ||
| Q2 25 | 1.4% | 2.6% | ||
| Q1 25 | 2.0% | 2.4% | ||
| Q4 24 | 2.2% | 3.4% | ||
| Q3 24 | 1.9% | 3.3% | ||
| Q2 24 | 6.0% | 3.2% | ||
| Q1 24 | 1.2% | 2.7% |
现金转化率OWLRVTY
| Q4 25 | 8.03× | 1.85× | ||
| Q3 25 | 68.64× | 2.97× | ||
| Q2 25 | 24.25× | 2.49× | ||
| Q1 25 | 2.37× | 3.03× | ||
| Q4 24 | 15.62× | 1.84× | ||
| Q3 24 | 10.94× | 1.57× | ||
| Q2 24 | 8.91× | 2.87× | ||
| Q1 24 | 1.88× | 5.67× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
OWL
| Credit Platform | $455.0M | 60% |
| GP Strategic Capital Platform | $157.0M | 21% |
| Administrative Service | $87.6M | 12% |
| IPI Partners LLC | $33.8M | 4% |
| Other | $22.2M | 3% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
