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PEGASYSTEMS INC（PEGA）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PEGASYSTEMS INC的1.8倍（$772.1M vs $430.0M），Revvity净利率更高（12.7% vs 7.6%，领先5.1%），Revvity同比增速更快（5.9% vs -9.6%），PEGASYSTEMS INC自由现金流更多（$206.5M vs $161.8M），过去两年PEGASYSTEMS INC的营收复合增速更高（10.7% vs 9.0%）
Pegasystems Inc.（简称Pega）是1983年成立的全球软件企业，总部位于美国马萨诸塞州沃尔瑟姆，1996年于纳斯达克上市，股票代码PEGA。公司主打低代码平台，面向企业客户提供工作流自动化、生成式AI驱动决策等相关解决方案。
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。
PEGA vs RVTY — 直观对比
营收规模更大
RVTY
是对方的1.8倍
$430.0M
营收增速更快
RVTY
高出15.5%
-9.6%
净利率更高
RVTY
高出5.1%
7.6%
自由现金流更多
PEGA
多$44.7M
$161.8M
两年增速更快
PEGA
近两年复合增速
9.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $430.0M | $772.1M |
| 净利润 | $32.8M | $98.4M |
| 毛利率 | 75.2% | — |
| 营业利润率 | 8.6% | 14.5% |
| 净利率 | 7.6% | 12.7% |
| 营收同比 | -9.6% | 5.9% |
| 净利润同比 | — | 3.9% |
| 每股收益（稀释后） | $0.18 | $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PEGARVTY
| Q1 26 | $430.0M | — | ||
| Q4 25 | $504.3M | $772.1M | ||
| Q3 25 | $381.4M | $698.9M | ||
| Q2 25 | $384.5M | $720.3M | ||
| Q1 25 | $475.6M | $664.8M | ||
| Q4 24 | $490.8M | $729.4M | ||
| Q3 24 | $325.1M | $684.0M | ||
| Q2 24 | $351.2M | $691.7M |
净利润PEGARVTY
| Q1 26 | $32.8M | — | ||
| Q4 25 | $234.6M | $98.4M | ||
| Q3 25 | $43.4M | $46.7M | ||
| Q2 25 | $30.1M | $53.9M | ||
| Q1 25 | $85.4M | $42.2M | ||
| Q4 24 | $119.1M | $94.6M | ||
| Q3 24 | $-14.4M | $94.4M | ||
| Q2 24 | $6.6M | $55.4M |
毛利率PEGARVTY
| Q1 26 | 75.2% | — | ||
| Q4 25 | 79.5% | — | ||
| Q3 25 | 72.2% | 53.6% | ||
| Q2 25 | 71.5% | 54.5% | ||
| Q1 25 | 78.5% | 56.5% | ||
| Q4 24 | 79.1% | — | ||
| Q3 24 | 70.2% | 56.3% | ||
| Q2 24 | 72.4% | 55.7% |
营业利润率PEGARVTY
| Q1 26 | 8.6% | — | ||
| Q4 25 | 20.7% | 14.5% | ||
| Q3 25 | 3.8% | 11.7% | ||
| Q2 25 | 4.5% | 12.6% | ||
| Q1 25 | 26.7% | 10.9% | ||
| Q4 24 | 29.1% | 16.3% | ||
| Q3 24 | -3.6% | 14.3% | ||
| Q2 24 | 3.7% | 12.4% |
净利率PEGARVTY
| Q1 26 | 7.6% | — | ||
| Q4 25 | 46.5% | 12.7% | ||
| Q3 25 | 11.4% | 6.7% | ||
| Q2 25 | 7.8% | 7.5% | ||
| Q1 25 | 18.0% | 6.4% | ||
| Q4 24 | 24.3% | 13.0% | ||
| Q3 24 | -4.4% | 13.8% | ||
| Q2 24 | 1.9% | 8.0% |
每股收益（稀释后）PEGARVTY
| Q1 26 | $0.18 | — | ||
| Q4 25 | $0.81 | $0.86 | ||
| Q3 25 | $0.24 | $0.40 | ||
| Q2 25 | $0.17 | $0.46 | ||
| Q1 25 | $0.91 | $0.35 | ||
| Q4 24 | $1.35 | $0.77 | ||
| Q3 24 | $-0.17 | $0.77 | ||
| Q2 24 | $0.07 | $0.45 |
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 | $270.0M | $919.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $705.9M | $7.3B |
| 总资产 | $1.6B | $12.2B |
| 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PEGARVTY
| Q1 26 | $270.0M | — | ||
| Q4 25 | $425.8M | $919.9M | ||
| Q3 25 | $351.4M | $931.4M | ||
| Q2 25 | $411.6M | $991.8M | ||
| Q1 25 | $371.7M | $1.1B | ||
| Q4 24 | $740.0M | $1.2B | ||
| Q3 24 | $703.0M | $1.2B | ||
| Q2 24 | $665.1M | $2.0B |
股东权益PEGARVTY
| Q1 26 | $705.9M | — | ||
| Q4 25 | $787.4M | $7.3B | ||
| Q3 25 | $596.8M | $7.4B | ||
| Q2 25 | $624.5M | $7.6B | ||
| Q1 25 | $611.3M | $7.6B | ||
| Q4 24 | $585.5M | $7.7B | ||
| Q3 24 | $473.0M | $7.9B | ||
| Q2 24 | $435.4M | $7.9B |
总资产PEGARVTY
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $12.2B | ||
| Q3 25 | $1.3B | $12.1B | ||
| Q2 25 | $1.3B | $12.4B | ||
| Q1 25 | $1.3B | $12.4B | ||
| Q4 24 | $1.8B | $12.4B | ||
| Q3 24 | $1.6B | $12.8B | ||
| Q2 24 | $1.5B | $13.4B |
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 | — | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $206.5M | $161.8M |
| 自由现金流率自由现金流/营收 | 48.0% | 21.0% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | — | 1.85× |
| 过去12个月自由现金流最近4个季度 | $494.9M | $509.4M |
8季度趋势，按日历期对齐
经营现金流PEGARVTY
| Q1 26 | — | — | ||
| Q4 25 | $158.4M | $182.0M | ||
| Q3 25 | $56.3M | $138.5M | ||
| Q2 25 | $86.3M | $134.3M | ||
| Q1 25 | $204.2M | $128.2M | ||
| Q4 24 | $95.2M | $174.2M | ||
| Q3 24 | $30.5M | $147.9M | ||
| Q2 24 | $40.1M | $158.6M |
自由现金流PEGARVTY
| Q1 26 | $206.5M | — | ||
| Q4 25 | $152.4M | $161.8M | ||
| Q3 25 | $51.8M | $120.0M | ||
| Q2 25 | $84.1M | $115.5M | ||
| Q1 25 | $202.3M | $112.2M | ||
| Q4 24 | $92.4M | $149.8M | ||
| Q3 24 | $27.4M | $125.6M | ||
| Q2 24 | $38.8M | $136.6M |
自由现金流率PEGARVTY
| Q1 26 | 48.0% | — | ||
| Q4 25 | 30.2% | 21.0% | ||
| Q3 25 | 13.6% | 17.2% | ||
| Q2 25 | 21.9% | 16.0% | ||
| Q1 25 | 42.5% | 16.9% | ||
| Q4 24 | 18.8% | 20.5% | ||
| Q3 24 | 8.4% | 18.4% | ||
| Q2 24 | 11.1% | 19.7% |
资本支出强度PEGARVTY
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 2.6% | ||
| Q3 25 | 1.2% | 2.6% | ||
| Q2 25 | 0.6% | 2.6% | ||
| Q1 25 | 0.4% | 2.4% | ||
| Q4 24 | 0.6% | 3.4% | ||
| Q3 24 | 0.9% | 3.3% | ||
| Q2 24 | 0.4% | 3.2% |
现金转化率PEGARVTY
| Q1 26 | — | — | ||
| Q4 25 | 0.68× | 1.85× | ||
| Q3 25 | 1.30× | 2.97× | ||
| Q2 25 | 2.87× | 2.49× | ||
| Q1 25 | 2.39× | 3.03× | ||
| Q4 24 | 0.80× | 1.84× | ||
| Q3 24 | — | 1.57× | ||
| Q2 24 | 6.06× | 2.87× |
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
PEGA
| Pega Cloud | $205.0M | 48% |
| Subscription license | $94.9M | 22% |
| Maintenance | $75.3M | 18% |
| Consulting | $54.8M | 13% |
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% |
