vs
Qorvo, Inc.(QRVO)与TKO Group Holdings(TKO)财务数据对比。点击上方公司名可切换其他公司
TKO Group Holdings的季度营收约是Qorvo, Inc.的1.0倍($1.0B vs $993.0M),Qorvo, Inc.净利率更高(16.5% vs -0.2%,领先16.8%),TKO Group Holdings同比增速更快(61.6% vs 8.4%),过去两年TKO Group Holdings的营收复合增速更高(28.4% 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。
TKO Group Holdings是美国体育及体育娱乐上市企业,成立于2023年9月12日,由奋进集团(Endeavor)子公司、终极格斗冠军赛(UFC)母公司Zuffa与职业摔跤品牌世界摔角娱乐(WWE)合并组建,主营综合格斗、职业摔跤赛事运营及相关娱乐内容业务。
QRVO vs TKO — 直观对比
营收规模更大
TKO
是对方的1.0倍
$993.0M
营收增速更快
TKO
高出53.3%
8.4%
净利率更高
QRVO
高出16.8%
-0.2%
两年增速更快
TKO
近两年复合增速
2.7%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $993.0M | $1.0B |
| 净利润 | $164.1M | $-2.4M |
| 毛利率 | 46.7% | — |
| 营业利润率 | 19.4% | 5.5% |
| 净利率 | 16.5% | -0.2% |
| 营收同比 | 8.4% | 61.6% |
| 净利润同比 | 297.5% | -107.7% |
| 每股收益(稀释后) | $1.75 | $-0.07 |
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
QRVO
TKO
| Q4 25 | $993.0M | $1.0B | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $818.8M | $1.3B | ||
| Q1 25 | $869.5M | $1.3B | ||
| Q4 24 | $916.3M | $642.2M | ||
| Q3 24 | $1.0B | $681.3M | ||
| Q2 24 | $886.7M | $851.2M | ||
| Q1 24 | $941.0M | $629.7M |
净利润
QRVO
TKO
| Q4 25 | $164.1M | $-2.4M | ||
| Q3 25 | $119.6M | $41.0M | ||
| Q2 25 | $25.6M | $98.4M | ||
| Q1 25 | $31.4M | $58.4M | ||
| Q4 24 | $41.3M | $31.0M | ||
| Q3 24 | $-17.4M | $23.1M | ||
| Q2 24 | $414.0K | $59.1M | ||
| Q1 24 | $2.7M | $-103.8M |
毛利率
QRVO
TKO
| 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
QRVO
TKO
| Q4 25 | 19.4% | 5.5% | ||
| Q3 25 | 14.9% | 15.4% | ||
| Q2 25 | 3.7% | 28.1% | ||
| Q1 25 | 3.2% | 18.7% | ||
| Q4 24 | 5.8% | 15.9% | ||
| Q3 24 | 0.9% | 20.0% | ||
| Q2 24 | 0.5% | 30.0% | ||
| Q1 24 | 3.2% | -33.4% |
净利率
QRVO
TKO
| Q4 25 | 16.5% | -0.2% | ||
| Q3 25 | 11.3% | 3.7% | ||
| Q2 25 | 3.1% | 7.5% | ||
| Q1 25 | 3.6% | 4.6% | ||
| Q4 24 | 4.5% | 4.8% | ||
| Q3 24 | -1.7% | 3.4% | ||
| Q2 24 | 0.0% | 6.9% | ||
| Q1 24 | 0.3% | -16.5% |
每股收益(稀释后)
QRVO
TKO
| Q4 25 | $1.75 | $-0.07 | ||
| Q3 25 | $1.28 | $0.47 | ||
| Q2 25 | $0.27 | $1.17 | ||
| Q1 25 | $0.33 | $0.69 | ||
| Q4 24 | $0.43 | $0.28 | ||
| Q3 24 | $-0.18 | $0.28 | ||
| Q2 24 | $0.00 | $0.72 | ||
| Q1 24 | $0.04 | $-1.26 |
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 | $831.1M |
| 总债务越低越好 | $1.5B | $3.8B |
| 股东权益账面价值 | $3.7B | $3.7B |
| 总资产 | $6.2B | $15.5B |
| 负债/权益比越低杠杆越低 | 0.42× | 1.01× |
8季度趋势,按日历期对齐
现金及短期投资
QRVO
TKO
| Q4 25 | $1.3B | $831.1M | ||
| Q3 25 | $1.1B | $861.4M | ||
| Q2 25 | $1.2B | $535.1M | ||
| Q1 25 | $1.0B | $470.9M | ||
| Q4 24 | $769.4M | $525.6M | ||
| Q3 24 | $1.1B | $457.4M | ||
| Q2 24 | $1.1B | $277.5M | ||
| Q1 24 | $1.0B | $245.8M |
总债务
QRVO
TKO
| Q4 25 | $1.5B | $3.8B | ||
| Q3 25 | $1.5B | $3.7B | ||
| Q2 25 | $1.5B | $2.7B | ||
| Q1 25 | $1.5B | $2.8B | ||
| Q4 24 | $1.5B | $2.8B | ||
| Q3 24 | $1.5B | $2.7B | ||
| Q2 24 | $1.5B | $2.7B | ||
| Q1 24 | $1.5B | $2.7B |
股东权益
QRVO
TKO
| Q4 25 | $3.7B | $3.7B | ||
| Q3 25 | $3.5B | $3.8B | ||
| Q2 25 | $3.4B | $4.3B | ||
| Q1 25 | $3.4B | $4.2B | ||
| Q4 24 | $3.4B | $4.1B | ||
| Q3 24 | $3.4B | $4.0B | ||
| Q2 24 | $3.5B | $4.0B | ||
| Q1 24 | $3.6B | $4.0B |
总资产
QRVO
TKO
| Q4 25 | $6.2B | $15.5B | ||
| Q3 25 | $6.1B | $15.5B | ||
| Q2 25 | $6.0B | $15.3B | ||
| Q1 25 | $5.9B | $15.0B | ||
| Q4 24 | $6.0B | $12.7B | ||
| Q3 24 | $6.5B | $12.8B | ||
| Q2 24 | $6.4B | $12.7B | ||
| Q1 24 | $6.6B | $12.7B |
负债/权益比
QRVO
TKO
| Q4 25 | 0.42× | 1.01× | ||
| Q3 25 | 0.44× | 0.98× | ||
| Q2 25 | 0.45× | 0.64× | ||
| Q1 25 | 0.46× | 0.66× | ||
| Q4 24 | 0.46× | 0.67× | ||
| Q3 24 | 0.45× | 0.67× | ||
| Q2 24 | 0.44× | 0.68× | ||
| Q1 24 | 0.44× | 0.68× |
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 | $309.9M |
| 自由现金流经营现金流 - 资本支出 | $236.9M | — |
| 自由现金流率自由现金流/营收 | 23.9% | — |
| 资本支出强度资本支出/营收 | 2.9% | — |
| 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 | — |
8季度趋势,按日历期对齐
经营现金流
QRVO
TKO
| Q4 25 | $265.4M | $309.9M | ||
| Q3 25 | $84.0M | $416.8M | ||
| Q2 25 | $182.9M | $396.2M | ||
| Q1 25 | $199.2M | $162.8M | ||
| Q4 24 | $214.1M | $56.8M | ||
| Q3 24 | $127.8M | $236.5M | ||
| Q2 24 | $81.1M | $230.7M | ||
| Q1 24 | — | $59.3M |
自由现金流
QRVO
TKO
| Q4 25 | $236.9M | — | ||
| Q3 25 | $42.2M | — | ||
| Q2 25 | $145.4M | — | ||
| Q1 25 | $170.7M | — | ||
| Q4 24 | $176.2M | — | ||
| Q3 24 | $94.8M | — | ||
| Q2 24 | $42.9M | — | ||
| Q1 24 | — | — |
自由现金流率
QRVO
TKO
| Q4 25 | 23.9% | — | ||
| Q3 25 | 4.0% | — | ||
| Q2 25 | 17.8% | — | ||
| Q1 25 | 19.6% | — | ||
| Q4 24 | 19.2% | — | ||
| Q3 24 | 9.1% | — | ||
| Q2 24 | 4.8% | — | ||
| Q1 24 | — | — |
资本支出强度
QRVO
TKO
| Q4 25 | 2.9% | — | ||
| Q3 25 | 3.9% | — | ||
| Q2 25 | 4.6% | — | ||
| Q1 25 | 3.3% | — | ||
| Q4 24 | 4.1% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 4.3% | — | ||
| Q1 24 | — | — |
现金转化率
QRVO
TKO
| Q4 25 | 1.62× | — | ||
| Q3 25 | 0.70× | 10.16× | ||
| Q2 25 | 7.15× | 4.03× | ||
| Q1 25 | 6.35× | 2.79× | ||
| Q4 24 | 5.19× | 1.83× | ||
| Q3 24 | — | 10.22× | ||
| Q2 24 | 195.86× | 3.90× | ||
| 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% |
TKO
| World Wrestling Entertainment Segment | $359.6M | 35% |
| IMG Segment | $247.6M | 24% |
| Media Rights Production And Content | $222.6M | 21% |
| Partnerships And Marketing | $93.3M | 9% |
| Live Events And Hospitality | $72.2M | 7% |
| Other | $29.4M | 3% |
| Consumer Products Licensing And Other | $13.2M | 1% |