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Dave & Buster's Entertainment, Inc.（PLAY）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Dave & Buster's Entertainment, Inc.的1.7倍（$772.1M vs $448.2M），Revvity净利率更高（12.7% vs -9.4%，领先22.1%），Revvity同比增速更快（5.9% vs -1.1%），Revvity自由现金流更多（$161.8M vs $-20.6M），过去两年Revvity的营收复合增速更高（9.0% vs -13.5%）
戴夫与巴斯特娱乐是总部位于美国达拉斯的餐饮娱乐企业，旗下每家门店都配备全套服务餐厅、酒吧以及名为“百万美元 midway”的游戏游乐区。截至2024年2月，该公司共开设162家门店，其中美国本土158家，波多黎各和加拿大各设2家门店，主打餐饮与休闲娱乐融合的消费体验。
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。
PLAY vs RVTY — 直观对比
营收规模更大
RVTY
是对方的1.7倍
$448.2M
营收增速更快
RVTY
高出6.9%
-1.1%
净利率更高
RVTY
高出22.1%
-9.4%
自由现金流更多
RVTY
多$182.4M
$-20.6M
两年增速更快
RVTY
近两年复合增速
-13.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $448.2M | $772.1M |
| 净利润 | $-42.1M | $98.4M |
| 毛利率 | 85.8% | — |
| 营业利润率 | -3.6% | 14.5% |
| 净利率 | -9.4% | 12.7% |
| 营收同比 | -1.1% | 5.9% |
| 净利润同比 | -28.7% | 3.9% |
| 每股收益（稀释后） | $-1.22 | $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PLAYRVTY
| Q4 25 | $448.2M | $772.1M | ||
| Q3 25 | $557.4M | $698.9M | ||
| Q2 25 | $567.7M | $720.3M | ||
| Q1 25 | $534.5M | $664.8M | ||
| Q4 24 | $453.0M | $729.4M | ||
| Q3 24 | $557.1M | $684.0M | ||
| Q2 24 | $588.1M | $691.7M | ||
| Q1 24 | $599.0M | $649.9M |
净利润PLAYRVTY
| Q4 25 | $-42.1M | $98.4M | ||
| Q3 25 | $11.4M | $46.7M | ||
| Q2 25 | $21.7M | $53.9M | ||
| Q1 25 | $9.3M | $42.2M | ||
| Q4 24 | $-32.7M | $94.6M | ||
| Q3 24 | $40.3M | $94.4M | ||
| Q2 24 | $41.4M | $55.4M | ||
| Q1 24 | $36.1M | $26.0M |
毛利率PLAYRVTY
| Q4 25 | 85.8% | — | ||
| Q3 25 | 86.3% | 53.6% | ||
| Q2 25 | 85.5% | 54.5% | ||
| Q1 25 | 85.5% | 56.5% | ||
| Q4 24 | 85.0% | — | ||
| Q3 24 | 85.3% | 56.3% | ||
| Q2 24 | 85.2% | 55.7% | ||
| Q1 24 | 84.1% | 54.6% |
营业利润率PLAYRVTY
| Q4 25 | -3.6% | 14.5% | ||
| Q3 25 | 9.5% | 11.7% | ||
| Q2 25 | 11.1% | 12.6% | ||
| Q1 25 | 8.3% | 10.9% | ||
| Q4 24 | 1.4% | 16.3% | ||
| Q3 24 | 15.2% | 14.3% | ||
| Q2 24 | 14.5% | 12.4% | ||
| Q1 24 | 14.9% | 6.8% |
净利率PLAYRVTY
| Q4 25 | -9.4% | 12.7% | ||
| Q3 25 | 2.0% | 6.7% | ||
| Q2 25 | 3.8% | 7.5% | ||
| Q1 25 | 1.7% | 6.4% | ||
| Q4 24 | -7.2% | 13.0% | ||
| Q3 24 | 7.2% | 13.8% | ||
| Q2 24 | 7.0% | 8.0% | ||
| Q1 24 | 6.0% | 4.0% |
每股收益（稀释后）PLAYRVTY
| Q4 25 | $-1.22 | $0.86 | ||
| Q3 25 | $0.32 | $0.40 | ||
| Q2 25 | $0.62 | $0.46 | ||
| Q1 25 | $0.32 | $0.35 | ||
| Q4 24 | $-0.84 | $0.77 | ||
| Q3 24 | $0.99 | $0.77 | ||
| Q2 24 | $0.99 | $0.45 | ||
| Q1 24 | $0.95 | $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 | $13.6M | $919.9M |
| 总债务越低越好 | $1.6B | — |
| 股东权益账面价值 | $130.8M | $7.3B |
| 总资产 | $4.1B | $12.2B |
| 负债/权益比越低杠杆越低 | 12.17× | — |
8季度趋势，按日历期对齐
现金及短期投资PLAYRVTY
| Q4 25 | $13.6M | $919.9M | ||
| Q3 25 | $12.0M | $931.4M | ||
| Q2 25 | $11.9M | $991.8M | ||
| Q1 25 | $6.9M | $1.1B | ||
| Q4 24 | $8.6M | $1.2B | ||
| Q3 24 | $13.1M | $1.2B | ||
| Q2 24 | $32.1M | $2.0B | ||
| Q1 24 | $37.3M | $1.7B |
总债务PLAYRVTY
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.6B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.3B | — |
股东权益PLAYRVTY
| Q4 25 | $130.8M | $7.3B | ||
| Q3 25 | $166.2M | $7.4B | ||
| Q2 25 | $146.8M | $7.6B | ||
| Q1 25 | $145.8M | $7.6B | ||
| Q4 24 | $226.6M | $7.7B | ||
| Q3 24 | $284.4M | $7.9B | ||
| Q2 24 | $292.5M | $7.9B | ||
| Q1 24 | $251.2M | $7.8B |
总资产PLAYRVTY
| Q4 25 | $4.1B | $12.2B | ||
| Q3 25 | $4.1B | $12.1B | ||
| Q2 25 | $4.1B | $12.4B | ||
| Q1 25 | $4.0B | $12.4B | ||
| Q4 24 | $3.9B | $12.4B | ||
| Q3 24 | $3.8B | $12.8B | ||
| Q2 24 | $3.8B | $13.4B | ||
| Q1 24 | $3.8B | $13.4B |
负债/权益比PLAYRVTY
| Q4 25 | 12.17× | — | ||
| Q3 25 | 9.57× | — | ||
| Q2 25 | 10.98× | — | ||
| Q1 25 | 10.45× | — | ||
| Q4 24 | 6.58× | — | ||
| Q3 24 | 4.72× | — | ||
| Q2 24 | 4.58× | — | ||
| Q1 24 | 5.33× | — |
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 | $58.0M | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $-20.6M | $161.8M |
| 自由现金流率自由现金流/营收 | -4.6% | 21.0% |
| 资本支出强度资本支出/营收 | 17.5% | 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 | $-195.6M | $509.4M |
8季度趋势，按日历期对齐
经营现金流PLAYRVTY
| Q4 25 | $58.0M | $182.0M | ||
| Q3 25 | $34.0M | $138.5M | ||
| Q2 25 | $95.8M | $134.3M | ||
| Q1 25 | $108.9M | $128.2M | ||
| Q4 24 | $-7.2M | $174.2M | ||
| Q3 24 | $101.8M | $147.9M | ||
| Q2 24 | $108.8M | $158.6M | ||
| Q1 24 | $97.2M | $147.6M |
自由现金流PLAYRVTY
| Q4 25 | $-20.6M | $161.8M | ||
| Q3 25 | $-55.2M | $120.0M | ||
| Q2 25 | $-58.8M | $115.5M | ||
| Q1 25 | $-61.0M | $112.2M | ||
| Q4 24 | $-138.4M | $149.8M | ||
| Q3 24 | $-14.3M | $125.6M | ||
| Q2 24 | $-4.2M | $136.6M | ||
| Q1 24 | $-25.4M | $129.7M |
自由现金流率PLAYRVTY
| Q4 25 | -4.6% | 21.0% | ||
| Q3 25 | -9.9% | 17.2% | ||
| Q2 25 | -10.4% | 16.0% | ||
| Q1 25 | -11.4% | 16.9% | ||
| Q4 24 | -30.6% | 20.5% | ||
| Q3 24 | -2.6% | 18.4% | ||
| Q2 24 | -0.7% | 19.7% | ||
| Q1 24 | -4.2% | 20.0% |
资本支出强度PLAYRVTY
| Q4 25 | 17.5% | 2.6% | ||
| Q3 25 | 16.0% | 2.6% | ||
| Q2 25 | 27.2% | 2.6% | ||
| Q1 25 | 31.8% | 2.4% | ||
| Q4 24 | 29.0% | 3.4% | ||
| Q3 24 | 20.8% | 3.3% | ||
| Q2 24 | 19.2% | 3.2% | ||
| Q1 24 | 20.5% | 2.7% |
现金转化率PLAYRVTY
| Q4 25 | — | 1.85× | ||
| Q3 25 | 2.98× | 2.97× | ||
| Q2 25 | 4.41× | 2.49× | ||
| Q1 25 | 11.71× | 3.03× | ||
| Q4 24 | — | 1.84× | ||
| Q3 24 | 2.53× | 1.57× | ||
| Q2 24 | 2.63× | 2.87× | ||
| Q1 24 | 2.69× | 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
PLAY
| Game Play Credit Usage | $273.1M | 61% |
| Food And Nonalcoholic Beverages | $115.1M | 26% |
| Alcoholic Beverage | $53.7M | 12% |
| Other Entertainment | $6.3M | 1% |
| Gift Card Revenue | $3.5M | 1% |
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% |
