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必能宝（PBI）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
必能宝的季度营收约是Revolve Group, Inc.的1.5倍（$477.6M vs $324.4M），必能宝净利率更高（5.7% vs 5.7%，领先0.0%），Revolve Group, Inc.同比增速更快（10.4% vs -7.5%），必能宝自由现金流更多（$201.4M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% vs -4.3%）
必能宝（Pitney Bowes）是全球知名科技与物流服务商，提供电商配送、邮寄处理、订单履约及客户信息管理解决方案，服务零售、金融、医疗、政府等领域的各类大中小企业客户，助力企业优化物流配送与客户运营效率。
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。
PBI vs RVLV — 直观对比
营收规模更大
PBI
是对方的1.5倍
$324.4M
营收增速更快
RVLV
高出17.9%
-7.5%
净利率更高
PBI
高出0.0%
5.7%
自由现金流更多
PBI
多$214.7M
$-13.3M
两年增速更快
RVLV
近两年复合增速
-4.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $477.6M | $324.4M |
| 净利润 | $27.3M | $18.6M |
| 毛利率 | — | 53.3% |
| 营业利润率 | 8.0% | 6.3% |
| 净利率 | 5.7% | 5.7% |
| 营收同比 | -7.5% | 10.4% |
| 净利润同比 | 173.1% | 50.4% |
| 每股收益（稀释后） | $0.18 | $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PBIRVLV
| Q4 25 | $477.6M | $324.4M | ||
| Q3 25 | $459.7M | $295.6M | ||
| Q2 25 | $461.9M | $309.0M | ||
| Q1 25 | $493.4M | $296.7M | ||
| Q4 24 | $516.1M | $293.7M | ||
| Q3 24 | $499.5M | $283.1M | ||
| Q2 24 | $489.7M | $282.5M | ||
| Q1 24 | $521.3M | $270.6M |
净利润PBIRVLV
| Q4 25 | $27.3M | $18.6M | ||
| Q3 25 | $52.0M | $21.2M | ||
| Q2 25 | $30.0M | $10.2M | ||
| Q1 25 | $35.4M | $11.8M | ||
| Q4 24 | $-37.4M | $12.3M | ||
| Q3 24 | $-138.5M | $11.0M | ||
| Q2 24 | $-24.9M | $15.4M | ||
| Q1 24 | $-2.9M | $10.9M |
毛利率PBIRVLV
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | 53.8% | 52.5% | ||
| Q3 24 | 52.4% | 51.2% | ||
| Q2 24 | 51.1% | 54.0% | ||
| Q1 24 | 52.3% | 52.3% |
营业利润率PBIRVLV
| Q4 25 | 8.0% | 6.3% | ||
| Q3 25 | 14.8% | 7.1% | ||
| Q2 25 | 8.5% | 5.8% | ||
| Q1 25 | 9.5% | 5.0% | ||
| Q4 24 | -9.3% | 3.9% | ||
| Q3 24 | -8.8% | 5.0% | ||
| Q2 24 | -1.6% | 5.8% | ||
| Q1 24 | 9.1% | 3.4% |
净利率PBIRVLV
| Q4 25 | 5.7% | 5.7% | ||
| Q3 25 | 11.3% | 7.2% | ||
| Q2 25 | 6.5% | 3.3% | ||
| Q1 25 | 7.2% | 4.0% | ||
| Q4 24 | -7.2% | 4.2% | ||
| Q3 24 | -27.7% | 3.9% | ||
| Q2 24 | -5.1% | 5.4% | ||
| Q1 24 | -0.6% | 4.0% |
每股收益（稀释后）PBIRVLV
| Q4 25 | $0.18 | $0.27 | ||
| Q3 25 | $0.30 | $0.29 | ||
| Q2 25 | $0.17 | $0.14 | ||
| Q1 25 | $0.19 | $0.16 | ||
| Q4 24 | $-0.21 | $0.18 | ||
| Q3 24 | $-0.75 | $0.15 | ||
| Q2 24 | $-0.14 | $0.21 | ||
| Q1 24 | $-0.02 | $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 | $297.1M | $292.3M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $-802.4M | $512.5M |
| 总资产 | $3.2B | $765.0M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资PBIRVLV
| Q4 25 | $297.1M | $292.3M | ||
| Q3 25 | $336.0M | $315.4M | ||
| Q2 25 | $300.8M | $310.7M | ||
| Q1 25 | $340.0M | $300.8M | ||
| Q4 24 | $486.1M | $256.6M | ||
| Q3 24 | $575.5M | $252.8M | ||
| Q2 24 | $612.0M | $244.7M | ||
| Q1 24 | $538.0M | $273.4M |
总债务PBIRVLV
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $1.9B | — | ||
| Q1 25 | $1.9B | — | ||
| Q4 24 | $1.9B | — | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $2.1B | — | ||
| Q1 24 | $2.1B | — |
股东权益PBIRVLV
| Q4 25 | $-802.4M | $512.5M | ||
| Q3 25 | $-661.5M | $490.2M | ||
| Q2 25 | $-536.8M | $468.6M | ||
| Q1 25 | $-535.9M | $453.4M | ||
| Q4 24 | $-578.4M | $437.8M | ||
| Q3 24 | $-518.9M | $420.8M | ||
| Q2 24 | $-427.9M | $405.8M | ||
| Q1 24 | $-392.4M | $389.9M |
总资产PBIRVLV
| Q4 25 | $3.2B | $765.0M | ||
| Q3 25 | $3.3B | $751.3M | ||
| Q2 25 | $3.2B | $722.9M | ||
| Q1 25 | $3.3B | $713.9M | ||
| Q4 24 | $3.4B | $665.5M | ||
| Q3 24 | $3.6B | $670.9M | ||
| Q2 24 | $4.1B | $657.8M | ||
| Q1 24 | $4.1B | $650.0M |
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 | $221.7M | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $201.4M | $-13.3M |
| 自由现金流率自由现金流/营收 | 42.2% | -4.1% |
| 资本支出强度资本支出/营收 | 4.2% | 1.0% |
| 现金转化率经营现金流/净利润 | 8.11× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $317.0M | $48.0M |
8季度趋势，按日历期对齐
经营现金流PBIRVLV
| Q4 25 | $221.7M | $-10.2M | ||
| Q3 25 | $66.8M | $11.8M | ||
| Q2 25 | $111.4M | $12.6M | ||
| Q1 25 | $-16.7M | $45.1M | ||
| Q4 24 | $134.5M | $3.9M | ||
| Q3 24 | $14.7M | $9.1M | ||
| Q2 24 | $92.6M | $-24.7M | ||
| Q1 24 | $-12.6M | $38.4M |
自由现金流PBIRVLV
| Q4 25 | $201.4M | $-13.3M | ||
| Q3 25 | $51.1M | $7.5M | ||
| Q2 25 | $98.0M | $10.4M | ||
| Q1 25 | $-33.6M | $43.4M | ||
| Q4 24 | $112.3M | $2.1M | ||
| Q3 24 | $-4.7M | $8.0M | ||
| Q2 24 | $76.1M | $-25.7M | ||
| Q1 24 | $-26.9M | $36.7M |
自由现金流率PBIRVLV
| Q4 25 | 42.2% | -4.1% | ||
| Q3 25 | 11.1% | 2.5% | ||
| Q2 25 | 21.2% | 3.4% | ||
| Q1 25 | -6.8% | 14.6% | ||
| Q4 24 | 21.8% | 0.7% | ||
| Q3 24 | -0.9% | 2.8% | ||
| Q2 24 | 15.5% | -9.1% | ||
| Q1 24 | -5.2% | 13.5% |
资本支出强度PBIRVLV
| Q4 25 | 4.2% | 1.0% | ||
| Q3 25 | 3.4% | 1.5% | ||
| Q2 25 | 2.9% | 0.7% | ||
| Q1 25 | 3.4% | 0.6% | ||
| Q4 24 | 4.3% | 0.6% | ||
| Q3 24 | 3.9% | 0.4% | ||
| Q2 24 | 3.4% | 0.4% | ||
| Q1 24 | 2.7% | 0.6% |
现金转化率PBIRVLV
| Q4 25 | 8.11× | -0.55× | ||
| Q3 25 | 1.29× | 0.56× | ||
| Q2 25 | 3.72× | 1.24× | ||
| Q1 25 | -0.47× | 3.82× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | -1.60× | ||
| Q1 24 | — | 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
PBI
| Sales And Services | $218.4M | 46% |
| Presort Services | $159.7M | 33% |
| Financing And Other | $79.0M | 17% |
| Other | $20.5M | 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% |
