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Qorvo, Inc.（QRVO）与Rivian Automotive, Inc.（RIVN）财务数据对比。点击上方公司名可切换其他公司
Rivian Automotive, Inc.的季度营收约是Qorvo, Inc.的1.3倍（$1.3B vs $993.0M），Qorvo, Inc.净利率更高（16.5% vs -63.1%，领先79.6%），Qorvo, Inc.同比增速更快（8.4% vs -25.8%），Qorvo, Inc.自由现金流更多（$236.9M vs $-1.1B），过去两年Rivian Automotive, Inc.的营收复合增速更高（3.3% 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。
Rivian Automotive是2009年成立的美国电动汽车制造商及汽车科技企业，主打基于自研滑板平台打造的电动SUV、皮卡及EDV电动配送货车，旗下R1T皮卡于2021年末正式开启交付，还计划于2023年底前在美国和加拿大布局专属充电网络，其平台可适配新车型也可对外授权使用。
QRVO vs RIVN — 直观对比
营收规模更大
RIVN
是对方的1.3倍
$993.0M
营收增速更快
QRVO
高出34.2%
-25.8%
净利率更高
QRVO
高出79.6%
-63.1%
自由现金流更多
QRVO
多$1.4B
$-1.1B
两年增速更快
RIVN
近两年复合增速
2.7%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $993.0M | $1.3B |
| 净利润 | $164.1M | $-811.0M |
| 毛利率 | 46.7% | 9.3% |
| 营业利润率 | 19.4% | -64.8% |
| 净利率 | 16.5% | -63.1% |
| 营收同比 | 8.4% | -25.8% |
| 净利润同比 | 297.5% | -9.0% |
| 每股收益（稀释后） | $1.75 | $-0.66 |
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QRVORIVN
| Q4 25 | $993.0M | $1.3B | ||
| Q3 25 | $1.1B | $1.6B | ||
| Q2 25 | $818.8M | $1.3B | ||
| Q1 25 | $869.5M | $1.2B | ||
| Q4 24 | $916.3M | $1.7B | ||
| Q3 24 | $1.0B | $874.0M | ||
| Q2 24 | $886.7M | $1.2B | ||
| Q1 24 | $941.0M | $1.2B |
净利润QRVORIVN
| Q4 25 | $164.1M | $-811.0M | ||
| Q3 25 | $119.6M | $-1.2B | ||
| Q2 25 | $25.6M | $-1.1B | ||
| Q1 25 | $31.4M | $-545.0M | ||
| Q4 24 | $41.3M | $-744.0M | ||
| Q3 24 | $-17.4M | $-1.1B | ||
| Q2 24 | $414.0K | $-1.5B | ||
| Q1 24 | $2.7M | $-1.4B |
毛利率QRVORIVN
| Q4 25 | 46.7% | 9.3% | ||
| Q3 25 | 47.0% | 1.5% | ||
| Q2 25 | 40.5% | -15.8% | ||
| Q1 25 | 42.2% | 16.6% | ||
| Q4 24 | 42.7% | 9.8% | ||
| Q3 24 | 42.6% | -44.9% | ||
| Q2 24 | 37.5% | -38.9% | ||
| Q1 24 | 40.6% | -43.8% |
营业利润率QRVORIVN
| Q4 25 | 19.4% | -64.8% | ||
| Q3 25 | 14.9% | -63.1% | ||
| Q2 25 | 3.7% | -85.5% | ||
| Q1 25 | 3.2% | -52.8% | ||
| Q4 24 | 5.8% | -38.1% | ||
| Q3 24 | 0.9% | -133.8% | ||
| Q2 24 | 0.5% | -118.7% | ||
| Q1 24 | 3.2% | -123.3% |
净利率QRVORIVN
| Q4 25 | 16.5% | -63.1% | ||
| Q3 25 | 11.3% | -75.3% | ||
| Q2 25 | 3.1% | -85.7% | ||
| Q1 25 | 3.6% | -44.0% | ||
| Q4 24 | 4.5% | -42.9% | ||
| Q3 24 | -1.7% | -125.9% | ||
| Q2 24 | 0.0% | -125.8% | ||
| Q1 24 | 0.3% | -120.1% |
每股收益（稀释后）QRVORIVN
| Q4 25 | $1.75 | $-0.66 | ||
| Q3 25 | $1.28 | $-0.96 | ||
| Q2 25 | $0.27 | $-0.97 | ||
| Q1 25 | $0.33 | $-0.48 | ||
| Q4 24 | $0.43 | $-0.67 | ||
| Q3 24 | $-0.18 | $-1.08 | ||
| Q2 24 | $0.00 | $-1.46 | ||
| Q1 24 | $0.04 | $-1.48 |
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 | $6.1B |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $3.7B | $4.6B |
| 总资产 | $6.2B | $14.9B |
| 负债/权益比越低杠杆越低 | 0.42× | — |
8季度趋势，按日历期对齐
现金及短期投资QRVORIVN
| Q4 25 | $1.3B | $6.1B | ||
| Q3 25 | $1.1B | $7.1B | ||
| Q2 25 | $1.2B | $7.5B | ||
| Q1 25 | $1.0B | $7.2B | ||
| Q4 24 | $769.4M | $7.7B | ||
| Q3 24 | $1.1B | $6.7B | ||
| Q2 24 | $1.1B | $7.9B | ||
| Q1 24 | $1.0B | $7.9B |
总债务QRVORIVN
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.5B | $5.5B | ||
| Q1 24 | $1.5B | $4.4B |
股东权益QRVORIVN
| Q4 25 | $3.7B | $4.6B | ||
| Q3 25 | $3.5B | $5.1B | ||
| Q2 25 | $3.4B | $6.1B | ||
| Q1 25 | $3.4B | $6.2B | ||
| Q4 24 | $3.4B | $6.6B | ||
| Q3 24 | $3.4B | $5.9B | ||
| Q2 24 | $3.5B | $6.8B | ||
| Q1 24 | $3.6B | $8.1B |
总资产QRVORIVN
| Q4 25 | $6.2B | $14.9B | ||
| Q3 25 | $6.1B | $15.2B | ||
| Q2 25 | $6.0B | $15.6B | ||
| Q1 25 | $5.9B | $15.5B | ||
| Q4 24 | $6.0B | $15.4B | ||
| Q3 24 | $6.5B | $14.3B | ||
| Q2 24 | $6.4B | $15.4B | ||
| Q1 24 | $6.6B | $15.7B |
负债/权益比QRVORIVN
| Q4 25 | 0.42× | — | ||
| Q3 25 | 0.44× | — | ||
| Q2 25 | 0.45× | — | ||
| Q1 25 | 0.46× | — | ||
| Q4 24 | 0.46× | — | ||
| Q3 24 | 0.45× | — | ||
| Q2 24 | 0.44× | 0.81× | ||
| Q1 24 | 0.44× | 0.55× |
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 | $-681.0M |
| 自由现金流经营现金流 - 资本支出 | $236.9M | $-1.1B |
| 自由现金流率自由现金流/营收 | 23.9% | -89.0% |
| 资本支出强度资本支出/营收 | 2.9% | 36.0% |
| 现金转化率经营现金流/净利润 | 1.62× | — |
| 过去12个月自由现金流最近4个季度 | $595.2M | $-2.5B |
8季度趋势，按日历期对齐
经营现金流QRVORIVN
| Q4 25 | $265.4M | $-681.0M | ||
| Q3 25 | $84.0M | $26.0M | ||
| Q2 25 | $182.9M | $64.0M | ||
| Q1 25 | $199.2M | $-188.0M | ||
| Q4 24 | $214.1M | $1.2B | ||
| Q3 24 | $127.8M | $-876.0M | ||
| Q2 24 | $81.1M | $-754.0M | ||
| Q1 24 | — | $-1.3B |
自由现金流QRVORIVN
| Q4 25 | $236.9M | $-1.1B | ||
| Q3 25 | $42.2M | $-421.0M | ||
| Q2 25 | $145.4M | $-398.0M | ||
| Q1 25 | $170.7M | $-526.0M | ||
| Q4 24 | $176.2M | $856.0M | ||
| Q3 24 | $94.8M | $-1.2B | ||
| Q2 24 | $42.9M | $-1.0B | ||
| Q1 24 | — | $-1.5B |
自由现金流率QRVORIVN
| Q4 25 | 23.9% | -89.0% | ||
| Q3 25 | 4.0% | -27.0% | ||
| Q2 25 | 17.8% | -30.5% | ||
| Q1 25 | 19.6% | -42.4% | ||
| Q4 24 | 19.2% | 49.4% | ||
| Q3 24 | 9.1% | -131.9% | ||
| Q2 24 | 4.8% | -89.6% | ||
| Q1 24 | — | -126.5% |
资本支出强度QRVORIVN
| Q4 25 | 2.9% | 36.0% | ||
| Q3 25 | 3.9% | 28.7% | ||
| Q2 25 | 4.6% | 35.5% | ||
| Q1 25 | 3.3% | 27.3% | ||
| Q4 24 | 4.1% | 18.9% | ||
| Q3 24 | 3.2% | 31.7% | ||
| Q2 24 | 4.3% | 24.4% | ||
| Q1 24 | — | 21.1% |
现金转化率QRVORIVN
| Q4 25 | 1.62× | — | ||
| Q3 25 | 0.70× | — | ||
| Q2 25 | 7.15× | — | ||
| Q1 25 | 6.35× | — | ||
| Q4 24 | 5.19× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 195.86× | — | ||
| Q1 24 | — | — |
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% |
RIVN
| Automotive Segment | $839.0M | 65% |
| Software And Services Segment | $447.0M | 35% |
| Regulatory Credits | $30.0M | 2% |
