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Qorvo, Inc.（QRVO）与利氏兄弟拍卖行（RBA）财务数据对比。点击上方公司名可切换其他公司
利氏兄弟拍卖行的季度营收约是Qorvo, Inc.的1.2倍（$1.2B vs $993.0M），Qorvo, Inc.净利率更高（16.5% vs 9.1%，领先7.4%），Qorvo, Inc.同比增速更快（8.4% vs 5.4%），Qorvo, Inc.自由现金流更多（$236.9M vs $186.5M），过去两年利氏兄弟拍卖行的营收复合增速更高（6.3% vs 2.7%）
Qorvo是一家美国跨国企业，专注于无线、有线及电源市场相关产品的研发与供应。该公司由TriQuint半导体与RF Micro Devices合并而来，合并计划于2014年公布，2015年1月1日正式完成，在纳斯达克挂牌上市，股票代码QRVO，原实行双总部制，2016年中起将北卡罗来纳州基地作为总部所在地。
利氏兄弟拍卖行（股票代码RBA）是全球知名的工业资产拍卖服务商，注册地位于加拿大，属公开上市企业，总部设在美国伊利诺伊州韦斯特切斯特，普通股同时在多伦多证券交易所与纽约证券交易所挂牌交易。
QRVO vs RBA — 直观对比
营收规模更大
RBA
是对方的1.2倍
$993.0M
营收增速更快
QRVO
高出3.0%
5.4%
净利率更高
QRVO
高出7.4%
9.1%
自由现金流更多
QRVO
多$50.4M
$186.5M
两年增速更快
RBA
近两年复合增速
2.7%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $993.0M | $1.2B |
| 净利润 | $164.1M | $109.7M |
| 毛利率 | 46.7% | — |
| 营业利润率 | 19.4% | 14.7% |
| 净利率 | 16.5% | 9.1% |
| 营收同比 | 8.4% | 5.4% |
| 净利润同比 | 297.5% | -7.4% |
| 每股收益（稀释后） | $1.75 | $0.53 |
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QRVORBA
| Q4 25 | $993.0M | $1.2B | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $818.8M | $1.2B | ||
| Q1 25 | $869.5M | $1.1B | ||
| Q4 24 | $916.3M | $1.1B | ||
| Q3 24 | $1.0B | $981.8M | ||
| Q2 24 | $886.7M | $1.1B | ||
| Q1 24 | $941.0M | $1.1B |
净利润QRVORBA
| Q4 25 | $164.1M | $109.7M | ||
| Q3 25 | $119.6M | $95.5M | ||
| Q2 25 | $25.6M | $109.8M | ||
| Q1 25 | $31.4M | $113.4M | ||
| Q4 24 | $41.3M | $118.5M | ||
| Q3 24 | $-17.4M | $76.1M | ||
| Q2 24 | $414.0K | $111.1M | ||
| Q1 24 | $2.7M | $107.4M |
毛利率QRVORBA
| Q4 25 | 46.7% | — | ||
| Q3 25 | 47.0% | — | ||
| Q2 25 | 40.5% | — | ||
| Q1 25 | 42.2% | — | ||
| Q4 24 | 42.7% | — | ||
| Q3 24 | 42.6% | — | ||
| Q2 24 | 37.5% | — | ||
| Q1 24 | 40.6% | — |
营业利润率QRVORBA
| Q4 25 | 19.4% | 14.7% | ||
| Q3 25 | 14.9% | 14.5% | ||
| Q2 25 | 3.7% | 15.9% | ||
| Q1 25 | 3.2% | 17.1% | ||
| Q4 24 | 5.8% | 18.1% | ||
| Q3 24 | 0.9% | 15.6% | ||
| Q2 24 | 0.5% | 18.4% | ||
| Q1 24 | 3.2% | 18.7% |
净利率QRVORBA
| Q4 25 | 16.5% | 9.1% | ||
| Q3 25 | 11.3% | 8.7% | ||
| Q2 25 | 3.1% | 9.3% | ||
| Q1 25 | 3.6% | 10.2% | ||
| Q4 24 | 4.5% | 10.4% | ||
| Q3 24 | -1.7% | 7.8% | ||
| Q2 24 | 0.0% | 10.1% | ||
| Q1 24 | 0.3% | 10.1% |
每股收益（稀释后）QRVORBA
| Q4 25 | $1.75 | $0.53 | ||
| Q3 25 | $1.28 | $0.43 | ||
| Q2 25 | $0.27 | $0.53 | ||
| Q1 25 | $0.33 | $0.55 | ||
| Q4 24 | $0.43 | $0.58 | ||
| Q3 24 | $-0.18 | $0.36 | ||
| Q2 24 | $0.00 | $0.54 | ||
| Q1 24 | $0.04 | $0.53 |
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 | $1.3B | $531.5M |
| 总债务越低越好 | $1.5B | $2.3B |
| 股东权益账面价值 | $3.7B | $5.6B |
| 总资产 | $6.2B | $12.1B |
| 负债/权益比越低杠杆越低 | 0.42× | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资QRVORBA
| Q4 25 | $1.3B | $531.5M | ||
| Q3 25 | $1.1B | $674.7M | ||
| Q2 25 | $1.2B | $710.2M | ||
| Q1 25 | $1.0B | $578.1M | ||
| Q4 24 | $769.4M | $533.9M | ||
| Q3 24 | $1.1B | $650.7M | ||
| Q2 24 | $1.1B | $599.5M | ||
| Q1 24 | $1.0B | $462.8M |
总债务QRVORBA
| Q4 25 | $1.5B | $2.3B | ||
| Q3 25 | $1.5B | $2.6B | ||
| Q2 25 | $1.5B | $2.6B | ||
| Q1 25 | $1.5B | $2.6B | ||
| Q4 24 | $1.5B | $2.6B | ||
| Q3 24 | $1.5B | $2.7B | ||
| Q2 24 | $1.5B | $2.8B | ||
| Q1 24 | $1.5B | $2.9B |
股东权益QRVORBA
| Q4 25 | $3.7B | $5.6B | ||
| Q3 25 | $3.5B | $5.5B | ||
| Q2 25 | $3.4B | $5.5B | ||
| Q1 25 | $3.4B | $5.3B | ||
| Q4 24 | $3.4B | $5.2B | ||
| Q3 24 | $3.4B | $5.2B | ||
| Q2 24 | $3.5B | $5.2B | ||
| Q1 24 | $3.6B | $5.1B |
总资产QRVORBA
| Q4 25 | $6.2B | $12.1B | ||
| Q3 25 | $6.1B | $12.2B | ||
| Q2 25 | $6.0B | $12.2B | ||
| Q1 25 | $5.9B | $11.9B | ||
| Q4 24 | $6.0B | $11.8B | ||
| Q3 24 | $6.5B | $11.9B | ||
| Q2 24 | $6.4B | $12.1B | ||
| Q1 24 | $6.6B | $12.0B |
负债/权益比QRVORBA
| Q4 25 | 0.42× | 0.42× | ||
| Q3 25 | 0.44× | 0.47× | ||
| Q2 25 | 0.45× | 0.47× | ||
| Q1 25 | 0.46× | 0.50× | ||
| Q4 24 | 0.46× | 0.50× | ||
| Q3 24 | 0.45× | 0.52× | ||
| Q2 24 | 0.44× | 0.55× | ||
| Q1 24 | 0.44× | 0.58× |
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 | $265.4M | $255.2M |
| 自由现金流经营现金流 - 资本支出 | $236.9M | $186.5M |
| 自由现金流率自由现金流/营收 | 23.9% | 15.5% |
| 资本支出强度资本支出/营收 | 2.9% | 5.7% |
| 现金转化率经营现金流/净利润 | 1.62× | 2.33× |
| 过去12个月自由现金流最近4个季度 | $595.2M | $719.2M |
8季度趋势，按日历期对齐
经营现金流QRVORBA
| Q4 25 | $265.4M | $255.2M | ||
| Q3 25 | $84.0M | $239.7M | ||
| Q2 25 | $182.9M | $326.5M | ||
| Q1 25 | $199.2M | $156.8M | ||
| Q4 24 | $214.1M | $184.5M | ||
| Q3 24 | $127.8M | $285.4M | ||
| Q2 24 | $81.1M | $337.3M | ||
| Q1 24 | — | $124.8M |
自由现金流QRVORBA
| Q4 25 | $236.9M | $186.5M | ||
| Q3 25 | $42.2M | $188.5M | ||
| Q2 25 | $145.4M | $241.7M | ||
| Q1 25 | $170.7M | $102.5M | ||
| Q4 24 | $176.2M | $127.9M | ||
| Q3 24 | $94.8M | $248.5M | ||
| Q2 24 | $42.9M | $308.6M | ||
| Q1 24 | — | $79.6M |
自由现金流率QRVORBA
| Q4 25 | 23.9% | 15.5% | ||
| Q3 25 | 4.0% | 17.3% | ||
| Q2 25 | 17.8% | 20.4% | ||
| Q1 25 | 19.6% | 9.2% | ||
| Q4 24 | 19.2% | 11.2% | ||
| Q3 24 | 9.1% | 25.3% | ||
| Q2 24 | 4.8% | 28.2% | ||
| Q1 24 | — | 7.5% |
资本支出强度QRVORBA
| Q4 25 | 2.9% | 5.7% | ||
| Q3 25 | 3.9% | 4.7% | ||
| Q2 25 | 4.6% | 7.2% | ||
| Q1 25 | 3.3% | 4.9% | ||
| Q4 24 | 4.1% | 5.0% | ||
| Q3 24 | 3.2% | 3.8% | ||
| Q2 24 | 4.3% | 2.6% | ||
| Q1 24 | — | 4.2% |
现金转化率QRVORBA
| Q4 25 | 1.62× | 2.33× | ||
| Q3 25 | 0.70× | 2.51× | ||
| Q2 25 | 7.15× | 2.97× | ||
| Q1 25 | 6.35× | 1.38× | ||
| Q4 24 | 5.19× | 1.56× | ||
| Q3 24 | — | 3.75× | ||
| Q2 24 | 195.86× | 3.04× | ||
| Q1 24 | — | 1.16× |
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
QRVO
| ACG | $690.8M | 70% |
| HPA | $190.9M | 19% |
| CSG | $111.3M | 11% |
RBA
| Buyer Revenue | $577.2M | 48% |
| Seller Revenue | $255.2M | 21% |
| CA | $199.0M | 17% |
| Other | $124.7M | 10% |
| AU | $47.3M | 4% |
