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REV Group, Inc.（REVG）与STIFEL FINANCIAL CORP（SF）财务数据对比。点击上方公司名可切换其他公司
STIFEL FINANCIAL CORP的季度营收约是REV Group, Inc.的2.5倍（$1.7B vs $664.4M），STIFEL FINANCIAL CORP净利率更高（15.1% vs 4.3%，领先10.7%），STIFEL FINANCIAL CORP同比增速更快（17.7% vs 11.1%），过去两年STIFEL FINANCIAL CORP的营收复合增速更高（44.4% vs 6.5%）
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。
司迪富金融是美国跨国独立投资银行及金融服务提供商，总部位于密苏里州圣路易斯市中心。其历史可追溯至1890年成立的Altheimer & Rawlings投资公司，1983年正式以Stifel为名成立，1986年11月24日在纽约证券交易所挂牌上市，为全球客户提供多元化金融服务。
REVG vs SF — 直观对比
营收规模更大
SF
是对方的2.5倍
$664.4M
营收增速更快
SF
高出6.6%
11.1%
净利率更高
SF
高出10.7%
4.3%
两年增速更快
SF
近两年复合增速
6.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $664.4M | $1.7B |
| 净利润 | $28.9M | $251.4M |
| 毛利率 | 15.4% | — |
| 营业利润率 | 7.1% | 30.8% |
| 净利率 | 4.3% | 15.1% |
| 营收同比 | 11.1% | 17.7% |
| 净利润同比 | -30.7% | 374.4% |
| 每股收益（稀释后） | $0.57 | $1.48 |
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REVGSF
| Q1 26 | — | $1.7B | ||
| Q4 25 | $664.4M | $1.1B | ||
| Q3 25 | $644.9M | $962.6M | ||
| Q2 25 | $629.1M | $838.9M | ||
| Q1 25 | $525.1M | $842.5M | ||
| Q4 24 | $597.9M | $916.0M | ||
| Q3 24 | $579.4M | $810.9M | ||
| Q2 24 | $616.9M | $798.9M |
净利润REVGSF
| Q1 26 | — | $251.4M | ||
| Q4 25 | $28.9M | $264.4M | ||
| Q3 25 | $29.1M | $211.4M | ||
| Q2 25 | $19.0M | $155.1M | ||
| Q1 25 | $18.2M | $53.0M | ||
| Q4 24 | $41.7M | $244.0M | ||
| Q3 24 | $18.0M | $158.5M | ||
| Q2 24 | $15.2M | $165.3M |
毛利率REVGSF
| Q1 26 | — | — | ||
| Q4 25 | 15.4% | — | ||
| Q3 25 | 15.8% | — | ||
| Q2 25 | 15.2% | — | ||
| Q1 25 | 13.3% | — | ||
| Q4 24 | 13.2% | — | ||
| Q3 24 | 13.5% | — | ||
| Q2 24 | 12.5% | — |
营业利润率REVGSF
| Q1 26 | — | 30.8% | ||
| Q4 25 | 7.1% | 27.3% | ||
| Q3 25 | 8.8% | 29.7% | ||
| Q2 25 | 7.9% | 25.5% | ||
| Q1 25 | 5.3% | 7.5% | ||
| Q4 24 | 5.8% | 29.1% | ||
| Q3 24 | 4.9% | 26.7% | ||
| Q2 24 | 3.7% | 28.4% |
净利率REVGSF
| Q1 26 | — | 15.1% | ||
| Q4 25 | 4.3% | 23.5% | ||
| Q3 25 | 4.5% | 22.0% | ||
| Q2 25 | 3.0% | 18.5% | ||
| Q1 25 | 3.5% | 6.3% | ||
| Q4 24 | 7.0% | 26.6% | ||
| Q3 24 | 3.1% | 19.5% | ||
| Q2 24 | 2.5% | 20.7% |
每股收益（稀释后）REVGSF
| Q1 26 | — | $1.48 | ||
| Q4 25 | $0.57 | $2.30 | ||
| Q3 25 | $0.59 | $1.84 | ||
| Q2 25 | $0.38 | $1.34 | ||
| Q1 25 | $0.35 | $0.39 | ||
| Q4 24 | $1.03 | $2.10 | ||
| Q3 24 | $0.35 | $1.34 | ||
| Q2 24 | $0.28 | $1.41 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $416.3M | $332.3M |
| 总资产 | $1.2B | $42.9B |
| 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REVGSF
| Q1 26 | — | — | ||
| Q4 25 | $34.7M | $2.3B | ||
| Q3 25 | $36.0M | $3.2B | ||
| Q2 25 | $28.8M | $1.9B | ||
| Q1 25 | $31.6M | $2.7B | ||
| Q4 24 | $24.6M | $2.6B | ||
| Q3 24 | $50.5M | $1.9B | ||
| Q2 24 | $38.2M | $2.6B |
总债务REVGSF
| Q1 26 | — | — | ||
| Q4 25 | — | $617.4M | ||
| Q3 25 | — | $617.2M | ||
| Q2 25 | — | $617.0M | ||
| Q1 25 | — | $616.8M | ||
| Q4 24 | — | $616.6M | ||
| Q3 24 | — | $616.4M | ||
| Q2 24 | — | $1.1B |
股东权益REVGSF
| Q1 26 | — | $332.3M | ||
| Q4 25 | $416.3M | $6.0B | ||
| Q3 25 | $387.3M | $5.8B | ||
| Q2 25 | $357.8M | $5.6B | ||
| Q1 25 | $428.8M | $5.5B | ||
| Q4 24 | $435.1M | $5.7B | ||
| Q3 24 | $394.6M | $5.6B | ||
| Q2 24 | $379.7M | $5.4B |
总资产REVGSF
| Q1 26 | — | $42.9B | ||
| Q4 25 | $1.2B | $41.3B | ||
| Q3 25 | $1.2B | $41.7B | ||
| Q2 25 | $1.2B | $39.9B | ||
| Q1 25 | $1.2B | $40.4B | ||
| Q4 24 | $1.2B | $39.9B | ||
| Q3 24 | $1.3B | $38.9B | ||
| Q2 24 | $1.3B | $37.8B |
负债/权益比REVGSF
| Q1 26 | — | — | ||
| Q4 25 | — | 0.10× | ||
| Q3 25 | — | 0.11× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.11× | ||
| Q4 24 | — | 0.11× | ||
| Q3 24 | — | 0.11× | ||
| Q2 24 | — | 0.21× |
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REVGSF
| Q1 26 | — | — | ||
| Q4 25 | $76.9M | $382.4M | ||
| Q3 25 | $60.3M | $338.3M | ||
| Q2 25 | $117.0M | $607.5M | ||
| Q1 25 | $-13.1M | $-211.2M | ||
| Q4 24 | $68.6M | $694.6M | ||
| Q3 24 | $14.4M | $198.3M | ||
| Q2 24 | $40.1M | $207.2M |
自由现金流REVGSF
| Q1 26 | — | — | ||
| Q4 25 | $53.7M | $369.0M | ||
| Q3 25 | $48.7M | $321.1M | ||
| Q2 25 | $105.6M | $592.7M | ||
| Q1 25 | $-18.0M | $-227.8M | ||
| Q4 24 | $63.3M | $677.2M | ||
| Q3 24 | $8.5M | $185.6M | ||
| Q2 24 | $34.2M | $173.3M |
自由现金流率REVGSF
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 32.7% | ||
| Q3 25 | 7.6% | 33.4% | ||
| Q2 25 | 16.8% | 70.6% | ||
| Q1 25 | -3.4% | -27.0% | ||
| Q4 24 | 10.6% | 73.9% | ||
| Q3 24 | 1.5% | 22.9% | ||
| Q2 24 | 5.5% | 21.7% |
资本支出强度REVGSF
| Q1 26 | — | — | ||
| Q4 25 | 3.5% | 1.2% | ||
| Q3 25 | 1.8% | 1.8% | ||
| Q2 25 | 1.8% | 1.8% | ||
| Q1 25 | 0.9% | 2.0% | ||
| Q4 24 | 0.9% | 1.9% | ||
| Q3 24 | 1.0% | 1.6% | ||
| Q2 24 | 1.0% | 4.2% |
现金转化率REVGSF
| Q1 26 | — | — | ||
| Q4 25 | 2.66× | 1.45× | ||
| Q3 25 | 2.07× | 1.60× | ||
| Q2 25 | 6.16× | 3.92× | ||
| Q1 25 | -0.72× | -3.99× | ||
| Q4 24 | 1.65× | 2.85× | ||
| Q3 24 | 0.80× | 1.25× | ||
| Q2 24 | 2.64× | 1.25× |
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% |
SF
| Other | $506.7M | 30% |
| Asset management | $459.5M | 28% |
| Investment banking | $341.4M | 20% |
| Commissions | $207.8M | 12% |
| Principal transactions | $150.2M | 9% |
