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PHIBRO ANIMAL HEALTH CORP（PAHC）与Revolve Group, Inc.（RVLV）财务数据对比。点击上方公司名可切换其他公司
PHIBRO ANIMAL HEALTH CORP的季度营收约是Revolve Group, Inc.的1.2倍（$373.9M vs $324.4M），PHIBRO ANIMAL HEALTH CORP净利率更高（7.3% vs 5.7%，领先1.6%），PHIBRO ANIMAL HEALTH CORP同比增速更快（20.9% vs 10.4%），PHIBRO ANIMAL HEALTH CORP自由现金流更多（$8.3M vs $-13.3M），过去两年PHIBRO ANIMAL HEALTH CORP的营收复合增速更高（19.2% vs 9.5%）
菲宝罗动物保健公司是一家美国动物健康与矿物质营养企业，主营产品涵盖抗菌药、抗球虫药、驱虫药，以及畜禽营养补充剂、疫苗等。公司下设矿物质营养、功能材料、动物健康三大业务板块，收入主要来源于上述板块，业务遍及美国、拉美、加拿大、欧洲、中东、非洲及亚太地区。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
PAHC vs RVLV — 直观对比
营收规模更大
PAHC
是对方的1.2倍
$324.4M
营收增速更快
PAHC
高出10.5%
10.4%
净利率更高
PAHC
高出1.6%
5.7%
自由现金流更多
PAHC
多$21.5M
$-13.3M
两年增速更快
PAHC
近两年复合增速
9.5%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $373.9M | $324.4M |
| 净利润 | $27.5M | $18.6M |
| 毛利率 | 35.5% | 53.3% |
| 营业利润率 | 13.5% | 6.3% |
| 净利率 | 7.3% | 5.7% |
| 营收同比 | 20.9% | 10.4% |
| 净利润同比 | 762.1% | 50.4% |
| 每股收益（稀释后） | $0.67 | $0.27 |
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PAHCRVLV
| Q4 25 | $373.9M | $324.4M | ||
| Q3 25 | $363.9M | $295.6M | ||
| Q2 25 | $378.7M | $309.0M | ||
| Q1 25 | $347.8M | $296.7M | ||
| Q4 24 | $309.3M | $293.7M | ||
| Q3 24 | $260.4M | $283.1M | ||
| Q2 24 | $273.2M | $282.5M | ||
| Q1 24 | $263.2M | $270.6M |
净利润PAHCRVLV
| Q4 25 | $27.5M | $18.6M | ||
| Q3 25 | $26.5M | $21.2M | ||
| Q2 25 | $17.2M | $10.2M | ||
| Q1 25 | $20.9M | $11.8M | ||
| Q4 24 | $3.2M | $12.3M | ||
| Q3 24 | $7.0M | $11.0M | ||
| Q2 24 | $752.0K | $15.4M | ||
| Q1 24 | $8.4M | $10.9M |
毛利率PAHCRVLV
| Q4 25 | 35.5% | 53.3% | ||
| Q3 25 | 32.9% | 54.6% | ||
| Q2 25 | 29.0% | 54.1% | ||
| Q1 25 | 30.1% | 52.0% | ||
| Q4 24 | 32.9% | 52.5% | ||
| Q3 24 | 32.1% | 51.2% | ||
| Q2 24 | 31.9% | 54.0% | ||
| Q1 24 | 30.2% | 52.3% |
营业利润率PAHCRVLV
| Q4 25 | 13.5% | 6.3% | ||
| Q3 25 | 14.1% | 7.1% | ||
| Q2 25 | 8.9% | 5.8% | ||
| Q1 25 | 9.6% | 5.0% | ||
| Q4 24 | 8.3% | 3.9% | ||
| Q3 24 | 6.8% | 5.0% | ||
| Q2 24 | 6.7% | 5.8% | ||
| Q1 24 | 7.6% | 3.4% |
净利率PAHCRVLV
| Q4 25 | 7.3% | 5.7% | ||
| Q3 25 | 7.3% | 7.2% | ||
| Q2 25 | 4.5% | 3.3% | ||
| Q1 25 | 6.0% | 4.0% | ||
| Q4 24 | 1.0% | 4.2% | ||
| Q3 24 | 2.7% | 3.9% | ||
| Q2 24 | 0.3% | 5.4% | ||
| Q1 24 | 3.2% | 4.0% |
每股收益（稀释后）PAHCRVLV
| Q4 25 | $0.67 | $0.27 | ||
| Q3 25 | $0.65 | $0.29 | ||
| Q2 25 | $0.43 | $0.14 | ||
| Q1 25 | $0.51 | $0.16 | ||
| Q4 24 | $0.08 | $0.18 | ||
| Q3 24 | $0.17 | $0.15 | ||
| Q2 24 | $0.02 | $0.21 | ||
| Q1 24 | $0.21 | $0.15 |
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 | $74.5M | $292.3M |
| 总债务越低越好 | $624.2M | — |
| 股东权益账面价值 | $332.4M | $512.5M |
| 总资产 | $1.4B | $765.0M |
| 负债/权益比越低杠杆越低 | 1.88× | — |
8季度趋势，按日历期对齐
现金及短期投资PAHCRVLV
| Q4 25 | $74.5M | $292.3M | ||
| Q3 25 | $85.3M | $315.4M | ||
| Q2 25 | $77.0M | $310.7M | ||
| Q1 25 | $70.4M | $300.8M | ||
| Q4 24 | $67.1M | $256.6M | ||
| Q3 24 | $89.8M | $252.8M | ||
| Q2 24 | $114.6M | $244.7M | ||
| Q1 24 | $98.7M | $273.4M |
总债务PAHCRVLV
| Q4 25 | $624.2M | — | ||
| Q3 25 | $628.0M | — | ||
| Q2 25 | $631.7M | — | ||
| Q1 25 | $635.4M | — | ||
| Q4 24 | $639.1M | — | ||
| Q3 24 | $295.2M | — | ||
| Q2 24 | $312.1M | — | ||
| Q1 24 | — | — |
股东权益PAHCRVLV
| Q4 25 | $332.4M | $512.5M | ||
| Q3 25 | $311.7M | $490.2M | ||
| Q2 25 | $285.7M | $468.6M | ||
| Q1 25 | $266.0M | $453.4M | ||
| Q4 24 | $246.8M | $437.8M | ||
| Q3 24 | $258.5M | $420.8M | ||
| Q2 24 | $256.6M | $405.8M | ||
| Q1 24 | $270.1M | $389.9M |
总资产PAHCRVLV
| Q4 25 | $1.4B | $765.0M | ||
| Q3 25 | $1.4B | $751.3M | ||
| Q2 25 | $1.4B | $722.9M | ||
| Q1 25 | $1.3B | $713.9M | ||
| Q4 24 | $1.3B | $665.5M | ||
| Q3 24 | $966.3M | $670.9M | ||
| Q2 24 | $982.2M | $657.8M | ||
| Q1 24 | $979.0M | $650.0M |
负债/权益比PAHCRVLV
| Q4 25 | 1.88× | — | ||
| Q3 25 | 2.01× | — | ||
| Q2 25 | 2.21× | — | ||
| Q1 25 | 2.39× | — | ||
| Q4 24 | 2.59× | — | ||
| Q3 24 | 1.14× | — | ||
| Q2 24 | 1.22× | — | ||
| Q1 24 | — | — |
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 | $19.4M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $8.3M | $-13.3M |
| 自由现金流率自由现金流/营收 | 2.2% | -4.1% |
| 资本支出强度资本支出/营收 | 3.0% | 1.0% |
| 现金转化率经营现金流/净利润 | 0.70× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $47.3M | $48.0M |
8季度趋势，按日历期对齐
经营现金流PAHCRVLV
| Q4 25 | $19.4M | $-10.2M | ||
| Q3 25 | $9.3M | $11.8M | ||
| Q2 25 | $21.3M | $12.6M | ||
| Q1 25 | $43.2M | $45.1M | ||
| Q4 24 | $3.1M | $3.9M | ||
| Q3 24 | $12.6M | $9.1M | ||
| Q2 24 | $28.4M | $-24.7M | ||
| Q1 24 | $11.4M | $38.4M |
自由现金流PAHCRVLV
| Q4 25 | $8.3M | $-13.3M | ||
| Q3 25 | $-4.5M | $7.5M | ||
| Q2 25 | $8.1M | $10.4M | ||
| Q1 25 | $35.4M | $43.4M | ||
| Q4 24 | $-4.7M | $2.1M | ||
| Q3 24 | $3.0M | $8.0M | ||
| Q2 24 | $15.4M | $-25.7M | ||
| Q1 24 | $1.7M | $36.7M |
自由现金流率PAHCRVLV
| Q4 25 | 2.2% | -4.1% | ||
| Q3 25 | -1.2% | 2.5% | ||
| Q2 25 | 2.1% | 3.4% | ||
| Q1 25 | 10.2% | 14.6% | ||
| Q4 24 | -1.5% | 0.7% | ||
| Q3 24 | 1.2% | 2.8% | ||
| Q2 24 | 5.6% | -9.1% | ||
| Q1 24 | 0.6% | 13.5% |
资本支出强度PAHCRVLV
| Q4 25 | 3.0% | 1.0% | ||
| Q3 25 | 3.8% | 1.5% | ||
| Q2 25 | 3.5% | 0.7% | ||
| Q1 25 | 2.2% | 0.6% | ||
| Q4 24 | 2.5% | 0.6% | ||
| Q3 24 | 3.7% | 0.4% | ||
| Q2 24 | 4.8% | 0.4% | ||
| Q1 24 | 3.7% | 0.6% |
现金转化率PAHCRVLV
| Q4 25 | 0.70× | -0.55× | ||
| Q3 25 | 0.35× | 0.56× | ||
| Q2 25 | 1.24× | 1.24× | ||
| Q1 25 | 2.07× | 3.82× | ||
| Q4 24 | 0.97× | 0.32× | ||
| Q3 24 | 1.81× | 0.83× | ||
| Q2 24 | 37.80× | -1.60× | ||
| Q1 24 | 1.36× | 3.53× |
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
PAHC
| Medicated Feed Additives And Others | $202.1M | 54% |
| Mineral Nutrition | $68.9M | 18% |
| Nutritional Specialties | $50.2M | 13% |
| Vaccines | $37.6M | 10% |
| Performance Products | $15.0M | 4% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
