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REV Group, Inc.（REVG）与BOSTON BEER CO INC（SAM）财务数据对比。点击上方公司名可切换其他公司
REV Group, Inc.的季度营收约是BOSTON BEER CO INC的1.4倍（$664.4M vs $461.6M），REV Group, Inc.同比增速更快（11.1% vs -4.1%），过去两年REV Group, Inc.的营收复合增速更高（6.5% vs -10.7%）
REV Group是一家美国智能语音转文字服务提供商，总部位于旧金山和奥斯汀，成立于2010年，核心业务涵盖隐藏字幕制作、多语言字幕翻译及文字转录服务，曾获《PC Magazine》2018年编辑选择奖，2019年获评该杂志最佳转录服务提供商。
波士顿啤酒公司是美国知名酿酒企业，1984年由吉姆·科赫与朗达·卡尔曼联合创立。旗下首款产品以美国开国元勋、独立运动先驱塞缪尔·亚当斯命名，后续陆续推出多个自有品牌，2019年正式完成与角鲨头酿酒厂的合并，是北美精酿啤酒行业的核心参与者之一。
REVG vs SAM — 直观对比
营收规模更大
REVG
是对方的1.4倍
$461.6M
营收增速更快
REVG
高出15.2%
-4.1%
两年增速更快
REVG
近两年复合增速
-10.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $664.4M | $461.6M |
| 净利润 | $28.9M | — |
| 毛利率 | 15.4% | 46.4% |
| 营业利润率 | 7.1% | 12.4% |
| 净利率 | 4.3% | — |
| 营收同比 | 11.1% | -4.1% |
| 净利润同比 | -30.7% | — |
| 每股收益（稀释后） | $0.57 | $2.16 |
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REVGSAM
| Q1 26 | — | $461.6M | ||
| Q4 25 | $664.4M | $385.7M | ||
| Q3 25 | $644.9M | $537.5M | ||
| Q2 25 | $629.1M | $587.9M | ||
| Q1 25 | $525.1M | $453.9M | ||
| Q4 24 | $597.9M | $402.3M | ||
| Q3 24 | $579.4M | $605.5M | ||
| Q2 24 | $616.9M | $579.1M |
净利润REVGSAM
| Q1 26 | — | — | ||
| Q4 25 | $28.9M | $-22.5M | ||
| Q3 25 | $29.1M | $46.2M | ||
| Q2 25 | $19.0M | $60.4M | ||
| Q1 25 | $18.2M | $24.4M | ||
| Q4 24 | $41.7M | $-38.8M | ||
| Q3 24 | $18.0M | $33.5M | ||
| Q2 24 | $15.2M | $52.3M |
毛利率REVGSAM
| Q1 26 | — | 46.4% | ||
| Q4 25 | 15.4% | 43.5% | ||
| Q3 25 | 15.8% | 50.8% | ||
| Q2 25 | 15.2% | 49.8% | ||
| Q1 25 | 13.3% | 48.3% | ||
| Q4 24 | 13.2% | 39.9% | ||
| Q3 24 | 13.5% | 46.3% | ||
| Q2 24 | 12.5% | 46.0% |
营业利润率REVGSAM
| Q1 26 | — | 12.4% | ||
| Q4 25 | 7.1% | -8.6% | ||
| Q3 25 | 8.8% | 11.5% | ||
| Q2 25 | 7.9% | 14.0% | ||
| Q1 25 | 5.3% | 7.4% | ||
| Q4 24 | 5.8% | -13.9% | ||
| Q3 24 | 4.9% | 7.6% | ||
| Q2 24 | 3.7% | 12.2% |
净利率REVGSAM
| Q1 26 | — | — | ||
| Q4 25 | 4.3% | -5.8% | ||
| Q3 25 | 4.5% | 8.6% | ||
| Q2 25 | 3.0% | 10.3% | ||
| Q1 25 | 3.5% | 5.4% | ||
| Q4 24 | 7.0% | -9.6% | ||
| Q3 24 | 3.1% | 5.5% | ||
| Q2 24 | 2.5% | 9.0% |
每股收益（稀释后）REVGSAM
| Q1 26 | — | $2.16 | ||
| Q4 25 | $0.57 | $-1.97 | ||
| Q3 25 | $0.59 | $4.25 | ||
| Q2 25 | $0.38 | $5.45 | ||
| Q1 25 | $0.35 | $2.16 | ||
| Q4 24 | $1.03 | $-3.23 | ||
| Q3 24 | $0.35 | $2.86 | ||
| Q2 24 | $0.28 | $4.39 |
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 | $34.7M | $164.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $416.3M | $682.6M |
| 总资产 | $1.2B | $1.2B |
| 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REVGSAM
| Q1 26 | — | $164.1M | ||
| Q4 25 | $34.7M | $223.4M | ||
| Q3 25 | $36.0M | $250.5M | ||
| Q2 25 | $28.8M | $212.4M | ||
| Q1 25 | $31.6M | $152.5M | ||
| Q4 24 | $24.6M | $211.8M | ||
| Q3 24 | $50.5M | $255.6M | ||
| Q2 24 | $38.2M | $219.3M |
股东权益REVGSAM
| Q1 26 | — | $682.6M | ||
| Q4 25 | $416.3M | $846.3M | ||
| Q3 25 | $387.3M | $911.0M | ||
| Q2 25 | $357.8M | $912.3M | ||
| Q1 25 | $428.8M | $897.0M | ||
| Q4 24 | $435.1M | $916.2M | ||
| Q3 24 | $394.6M | $1.0B | ||
| Q2 24 | $379.7M | $1.0B |
总资产REVGSAM
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.2B | $1.2B | ||
| Q3 25 | $1.2B | $1.2B | ||
| Q2 25 | $1.2B | $1.3B | ||
| Q1 25 | $1.2B | $1.2B | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $1.3B | $1.4B | ||
| Q2 24 | $1.3B | $1.4B |
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 | $76.9M | — |
| 自由现金流经营现金流 - 资本支出 | $53.7M | — |
| 自由现金流率自由现金流/营收 | 8.1% | — |
| 资本支出强度资本支出/营收 | 3.5% | — |
| 现金转化率经营现金流/净利润 | 2.66× | — |
| 过去12个月自由现金流最近4个季度 | $190.0M | — |
8季度趋势，按日历期对齐
经营现金流REVGSAM
| Q1 26 | — | — | ||
| Q4 25 | $76.9M | $39.9M | ||
| Q3 25 | $60.3M | $101.8M | ||
| Q2 25 | $117.0M | $126.5M | ||
| Q1 25 | $-13.1M | $1.9M | ||
| Q4 24 | $68.6M | $41.9M | ||
| Q3 24 | $14.4M | $115.9M | ||
| Q2 24 | $40.1M | $96.0M |
自由现金流REVGSAM
| Q1 26 | — | — | ||
| Q4 25 | $53.7M | $22.1M | ||
| Q3 25 | $48.7M | $89.2M | ||
| Q2 25 | $105.6M | $112.2M | ||
| Q1 25 | $-18.0M | $-8.0M | ||
| Q4 24 | $63.3M | $18.4M | ||
| Q3 24 | $8.5M | $99.2M | ||
| Q2 24 | $34.2M | $75.6M |
自由现金流率REVGSAM
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 5.7% | ||
| Q3 25 | 7.6% | 16.6% | ||
| Q2 25 | 16.8% | 19.1% | ||
| Q1 25 | -3.4% | -1.8% | ||
| Q4 24 | 10.6% | 4.6% | ||
| Q3 24 | 1.5% | 16.4% | ||
| Q2 24 | 5.5% | 13.1% |
资本支出强度REVGSAM
| Q1 26 | — | — | ||
| Q4 25 | 3.5% | 4.6% | ||
| Q3 25 | 1.8% | 2.3% | ||
| Q2 25 | 1.8% | 2.4% | ||
| Q1 25 | 0.9% | 2.2% | ||
| Q4 24 | 0.9% | 5.8% | ||
| Q3 24 | 1.0% | 2.8% | ||
| Q2 24 | 1.0% | 3.5% |
现金转化率REVGSAM
| Q1 26 | — | — | ||
| Q4 25 | 2.66× | — | ||
| Q3 25 | 2.07× | 2.21× | ||
| Q2 25 | 6.16× | 2.09× | ||
| Q1 25 | -0.72× | 0.08× | ||
| Q4 24 | 1.65× | — | ||
| Q3 24 | 0.80× | 3.46× | ||
| Q2 24 | 2.64× | 1.83× |
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
REVG
| Specialty Vehicles | $507.4M | 76% |
| Recreational Vehicles | $157.2M | 24% |
SAM
暂无分部数据
