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棒约翰（PZZA）与Revvity（RVTY）财务数据对比。点击上方公司名可切换其他公司
Revvity的季度营收约是棒约翰的1.5倍（$772.1M vs $498.2M），Revvity净利率更高（12.7% vs 1.4%，领先11.3%），Revvity同比增速更快（5.9% vs -6.1%），Revvity自由现金流更多（$161.8M vs $2.1M），过去两年Revvity的营收复合增速更高（9.0% vs -1.5%）
棒约翰国际是源自美国的知名披萨餐饮连锁品牌，截至2023年，它是美国市场规模第四大披萨外送连锁餐饮集团，总部设于肯塔基州路易斯维尔与佐治亚州亚特兰大的都会区，在全球多地开设门店，主打披萨外卖业务。
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。
PZZA vs RVTY — 直观对比
营收规模更大
RVTY
是对方的1.5倍
$498.2M
营收增速更快
RVTY
高出12.0%
-6.1%
净利率更高
RVTY
高出11.3%
1.4%
自由现金流更多
RVTY
多$159.7M
$2.1M
两年增速更快
RVTY
近两年复合增速
-1.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $498.2M | $772.1M |
| 净利润 | $7.1M | $98.4M |
| 毛利率 | — | — |
| 营业利润率 | 4.9% | 14.5% |
| 净利率 | 1.4% | 12.7% |
| 营收同比 | -6.1% | 5.9% |
| 净利润同比 | -52.2% | 3.9% |
| 每股收益（稀释后） | $0.22 | $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PZZARVTY
| Q4 25 | $498.2M | $772.1M | ||
| Q3 25 | $508.2M | $698.9M | ||
| Q2 25 | $529.2M | $720.3M | ||
| Q1 25 | $518.3M | $664.8M | ||
| Q4 24 | $530.8M | $729.4M | ||
| Q3 24 | $506.8M | $684.0M | ||
| Q2 24 | $507.9M | $691.7M | ||
| Q1 24 | $513.9M | $649.9M |
净利润PZZARVTY
| Q4 25 | $7.1M | $98.4M | ||
| Q3 25 | $4.7M | $46.7M | ||
| Q2 25 | $9.5M | $53.9M | ||
| Q1 25 | $9.2M | $42.2M | ||
| Q4 24 | $14.8M | $94.6M | ||
| Q3 24 | $41.8M | $94.4M | ||
| Q2 24 | $12.2M | $55.4M | ||
| Q1 24 | $14.6M | $26.0M |
毛利率PZZARVTY
| 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PZZARVTY
| Q4 25 | 4.9% | 14.5% | ||
| Q3 25 | 3.2% | 11.7% | ||
| Q2 25 | 4.6% | 12.6% | ||
| Q1 25 | 4.6% | 10.9% | ||
| Q4 24 | 5.6% | 16.3% | ||
| Q3 24 | 12.9% | 14.3% | ||
| Q2 24 | 5.6% | 12.4% | ||
| Q1 24 | 6.6% | 6.8% |
净利率PZZARVTY
| Q4 25 | 1.4% | 12.7% | ||
| Q3 25 | 0.9% | 6.7% | ||
| Q2 25 | 1.8% | 7.5% | ||
| Q1 25 | 1.8% | 6.4% | ||
| Q4 24 | 2.8% | 13.0% | ||
| Q3 24 | 8.2% | 13.8% | ||
| Q2 24 | 2.4% | 8.0% | ||
| Q1 24 | 2.8% | 4.0% |
每股收益（稀释后）PZZARVTY
| Q4 25 | $0.22 | $0.86 | ||
| Q3 25 | $0.13 | $0.40 | ||
| Q2 25 | $0.28 | $0.46 | ||
| Q1 25 | $0.27 | $0.35 | ||
| Q4 24 | $0.46 | $0.77 | ||
| Q3 24 | $1.27 | $0.77 | ||
| Q2 24 | $0.37 | $0.45 | ||
| Q1 24 | $0.44 | $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 | $34.6M | $919.9M |
| 总债务越低越好 | $722.3M | — |
| 股东权益账面价值 | $-444.8M | $7.3B |
| 总资产 | $837.5M | $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PZZARVTY
| Q4 25 | $34.6M | $919.9M | ||
| Q3 25 | $39.0M | $931.4M | ||
| Q2 25 | $33.3M | $991.8M | ||
| Q1 25 | $44.0M | $1.1B | ||
| Q4 24 | $38.0M | $1.2B | ||
| Q3 24 | $17.6M | $1.2B | ||
| Q2 24 | $24.3M | $2.0B | ||
| Q1 24 | $27.8M | $1.7B |
总债务PZZARVTY
| Q4 25 | $722.3M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益PZZARVTY
| Q4 25 | $-444.8M | $7.3B | ||
| Q3 25 | $-439.3M | $7.4B | ||
| Q2 25 | $-432.0M | $7.6B | ||
| Q1 25 | $-431.9M | $7.6B | ||
| Q4 24 | $-429.5M | $7.7B | ||
| Q3 24 | $-430.9M | $7.9B | ||
| Q2 24 | $-461.7M | $7.9B | ||
| Q1 24 | $-461.9M | $7.8B |
总资产PZZARVTY
| Q4 25 | $837.5M | $12.2B | ||
| Q3 25 | $884.1M | $12.1B | ||
| Q2 25 | $890.4M | $12.4B | ||
| Q1 25 | $898.1M | $12.4B | ||
| Q4 24 | $889.0M | $12.4B | ||
| Q3 24 | $860.9M | $12.8B | ||
| Q2 24 | $838.4M | $13.4B | ||
| Q1 24 | $847.2M | $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 | $19.8M | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $2.1M | $161.8M |
| 自由现金流率自由现金流/营收 | 0.4% | 21.0% |
| 资本支出强度资本支出/营收 | 3.6% | 2.6% |
| 现金转化率经营现金流/净利润 | 2.80× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $61.3M | $509.4M |
8季度趋势，按日历期对齐
经营现金流PZZARVTY
| Q4 25 | $19.8M | $182.0M | ||
| Q3 25 | $39.3M | $138.5M | ||
| Q2 25 | $35.5M | $134.3M | ||
| Q1 25 | $31.3M | $128.2M | ||
| Q4 24 | $50.7M | $174.2M | ||
| Q3 24 | $13.9M | $147.9M | ||
| Q2 24 | $30.0M | $158.6M | ||
| Q1 24 | $12.0M | $147.6M |
自由现金流PZZARVTY
| Q4 25 | $2.1M | $161.8M | ||
| Q3 25 | $22.7M | $120.0M | ||
| Q2 25 | $17.4M | $115.5M | ||
| Q1 25 | $19.1M | $112.2M | ||
| Q4 24 | $25.2M | $149.8M | ||
| Q3 24 | $-3.8M | $125.6M | ||
| Q2 24 | $13.9M | $136.6M | ||
| Q1 24 | $-1.1M | $129.7M |
自由现金流率PZZARVTY
| Q4 25 | 0.4% | 21.0% | ||
| Q3 25 | 4.5% | 17.2% | ||
| Q2 25 | 3.3% | 16.0% | ||
| Q1 25 | 3.7% | 16.9% | ||
| Q4 24 | 4.7% | 20.5% | ||
| Q3 24 | -0.8% | 18.4% | ||
| Q2 24 | 2.7% | 19.7% | ||
| Q1 24 | -0.2% | 20.0% |
资本支出强度PZZARVTY
| Q4 25 | 3.6% | 2.6% | ||
| Q3 25 | 3.3% | 2.6% | ||
| Q2 25 | 3.4% | 2.6% | ||
| Q1 25 | 2.4% | 2.4% | ||
| Q4 24 | 4.8% | 3.4% | ||
| Q3 24 | 3.5% | 3.3% | ||
| Q2 24 | 3.2% | 3.2% | ||
| Q1 24 | 2.5% | 2.7% |
现金转化率PZZARVTY
| Q4 25 | 2.80× | 1.85× | ||
| Q3 25 | 8.36× | 2.97× | ||
| Q2 25 | 3.73× | 2.49× | ||
| Q1 25 | 3.40× | 3.03× | ||
| Q4 24 | 3.43× | 1.84× | ||
| Q3 24 | 0.33× | 1.57× | ||
| Q2 24 | 2.45× | 2.87× | ||
| Q1 24 | 0.82× | 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
PZZA
| Commissary | $236.8M | 48% |
| Company Owned Restaurant Sales | $154.4M | 31% |
| Franchisor | $47.5M | 10% |
| Advertising | $37.2M | 7% |
| Other | $22.2M | 4% |
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% |
