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REV Group, Inc.（REVG）与Stitch Fix, Inc.（SFIX）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Stitch Fix, Inc.的1.9倍（$664.4M vs $342.1M），REV Group, Inc.净利率更高（4.3% vs -1.9%，领先6.2%），REV Group, Inc.同比增速更快（11.1% vs 7.3%），REV Group, Inc.自由现金流更多（$53.7M vs $5.6M），过去两年REV Group, Inc.的营收复合增速更高（6.5% vs 1.8%）
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。
Stitch Fix是美国的在线个人造型服务平台，依托推荐算法与数据科学技术，根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年，2017年完成首次公开募股，目前总部位于旧金山。
REVG vs SFIX — 直观对比
营收规模更大
REVG
是对方的1.9倍
$342.1M
营收增速更快
REVG
高出3.8%
7.3%
净利率更高
REVG
高出6.2%
-1.9%
自由现金流更多
REVG
多$48.1M
$5.6M
两年增速更快
REVG
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $664.4M | $342.1M |
| 净利润 | $28.9M | $-6.4M |
| 毛利率 | 15.4% | 43.6% |
| 营业利润率 | 7.1% | -2.5% |
| 净利率 | 4.3% | -1.9% |
| 营收同比 | 11.1% | 7.3% |
| 净利润同比 | -30.7% | -1.7% |
| 每股收益（稀释后） | $0.57 | $-0.05 |
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REVGSFIX
| Q4 25 | $664.4M | $342.1M | ||
| Q3 25 | $644.9M | $311.2M | ||
| Q2 25 | $629.1M | $325.0M | ||
| Q1 25 | $525.1M | $312.1M | ||
| Q4 24 | $597.9M | $318.8M | ||
| Q3 24 | $579.4M | $319.6M | ||
| Q2 24 | $616.9M | $322.7M | ||
| Q1 24 | $586.0M | $330.4M |
净利润REVGSFIX
| Q4 25 | $28.9M | $-6.4M | ||
| Q3 25 | $29.1M | $-8.6M | ||
| Q2 25 | $19.0M | $-7.4M | ||
| Q1 25 | $18.2M | $-6.5M | ||
| Q4 24 | $41.7M | $-6.3M | ||
| Q3 24 | $18.0M | $-36.5M | ||
| Q2 24 | $15.2M | $-21.3M | ||
| Q1 24 | $182.7M | $-35.5M |
毛利率REVGSFIX
| Q4 25 | 15.4% | 43.6% | ||
| Q3 25 | 15.8% | 43.6% | ||
| Q2 25 | 15.2% | 44.2% | ||
| Q1 25 | 13.3% | 44.5% | ||
| Q4 24 | 13.2% | 45.4% | ||
| Q3 24 | 13.5% | 44.6% | ||
| Q2 24 | 12.5% | 45.5% | ||
| Q1 24 | 10.7% | 43.4% |
营业利润率REVGSFIX
| Q4 25 | 7.1% | -2.5% | ||
| Q3 25 | 8.8% | -3.6% | ||
| Q2 25 | 7.9% | -3.0% | ||
| Q1 25 | 5.3% | -2.9% | ||
| Q4 24 | 5.8% | -2.8% | ||
| Q3 24 | 4.9% | -13.1% | ||
| Q2 24 | 3.7% | -7.7% | ||
| Q1 24 | -1.1% | -11.5% |
净利率REVGSFIX
| Q4 25 | 4.3% | -1.9% | ||
| Q3 25 | 4.5% | -2.8% | ||
| Q2 25 | 3.0% | -2.3% | ||
| Q1 25 | 3.5% | -2.1% | ||
| Q4 24 | 7.0% | -2.0% | ||
| Q3 24 | 3.1% | -11.4% | ||
| Q2 24 | 2.5% | -6.6% | ||
| Q1 24 | 31.2% | -10.8% |
每股收益（稀释后）REVGSFIX
| Q4 25 | $0.57 | $-0.05 | ||
| Q3 25 | $0.59 | $-0.06 | ||
| Q2 25 | $0.38 | $-0.06 | ||
| Q1 25 | $0.35 | $-0.05 | ||
| Q4 24 | $1.03 | $-0.05 | ||
| Q3 24 | $0.35 | $-0.29 | ||
| Q2 24 | $0.28 | $-0.18 | ||
| Q1 24 | $3.06 | $-0.30 |
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 | $244.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $416.3M | $204.1M |
| 总资产 | $1.2B | $530.7M |
| 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REVGSFIX
| Q4 25 | $34.7M | $244.2M | ||
| Q3 25 | $36.0M | $234.9M | ||
| Q2 25 | $28.8M | $234.2M | ||
| Q1 25 | $31.6M | $219.1M | ||
| Q4 24 | $24.6M | $253.3M | ||
| Q3 24 | $50.5M | $247.0M | ||
| Q2 24 | $38.2M | $244.5M | ||
| Q1 24 | $87.9M | $229.8M |
股东权益REVGSFIX
| Q4 25 | $416.3M | $204.1M | ||
| Q3 25 | $387.3M | $203.0M | ||
| Q2 25 | $357.8M | $200.4M | ||
| Q1 25 | $428.8M | $197.8M | ||
| Q4 24 | $435.1M | $190.5M | ||
| Q3 24 | $394.6M | $187.0M | ||
| Q2 24 | $379.7M | $208.9M | ||
| Q1 24 | $496.1M | $213.3M |
总资产REVGSFIX
| Q4 25 | $1.2B | $530.7M | ||
| Q3 25 | $1.2B | $480.6M | ||
| Q2 25 | $1.2B | $484.7M | ||
| Q1 25 | $1.2B | $472.6M | ||
| Q4 24 | $1.2B | $507.1M | ||
| Q3 24 | $1.3B | $486.9M | ||
| Q2 24 | $1.3B | $537.0M | ||
| Q1 24 | $1.4B | $538.3M |
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 | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $53.7M | $5.6M |
| 自由现金流率自由现金流/营收 | 8.1% | 1.6% |
| 资本支出强度资本支出/营收 | 3.5% | 1.6% |
| 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 | $4.9M |
8季度趋势，按日历期对齐
经营现金流REVGSFIX
| Q4 25 | $76.9M | $10.9M | ||
| Q3 25 | $60.3M | $7.0M | ||
| Q2 25 | $117.0M | $20.5M | ||
| Q1 25 | $-13.1M | $-16.2M | ||
| Q4 24 | $68.6M | $14.3M | ||
| Q3 24 | $14.4M | $8.2M | ||
| Q2 24 | $40.1M | $21.7M | ||
| Q1 24 | $-69.7M | $-22.3M |
自由现金流REVGSFIX
| Q4 25 | $53.7M | $5.6M | ||
| Q3 25 | $48.7M | $2.8M | ||
| Q2 25 | $105.6M | $16.0M | ||
| Q1 25 | $-18.0M | $-19.4M | ||
| Q4 24 | $63.3M | $9.9M | ||
| Q3 24 | $8.5M | $4.5M | ||
| Q2 24 | $34.2M | $18.9M | ||
| Q1 24 | $-80.2M | $-26.1M |
自由现金流率REVGSFIX
| Q4 25 | 8.1% | 1.6% | ||
| Q3 25 | 7.6% | 0.9% | ||
| Q2 25 | 16.8% | 4.9% | ||
| Q1 25 | -3.4% | -6.2% | ||
| Q4 24 | 10.6% | 3.1% | ||
| Q3 24 | 1.5% | 1.4% | ||
| Q2 24 | 5.5% | 5.9% | ||
| Q1 24 | -13.7% | -7.9% |
资本支出强度REVGSFIX
| Q4 25 | 3.5% | 1.6% | ||
| Q3 25 | 1.8% | 1.4% | ||
| Q2 25 | 1.8% | 1.4% | ||
| Q1 25 | 0.9% | 1.0% | ||
| Q4 24 | 0.9% | 1.4% | ||
| Q3 24 | 1.0% | 1.2% | ||
| Q2 24 | 1.0% | 0.9% | ||
| Q1 24 | 1.8% | 1.1% |
现金转化率REVGSFIX
| Q4 25 | 2.66× | — | ||
| Q3 25 | 2.07× | — | ||
| Q2 25 | 6.16× | — | ||
| Q1 25 | -0.72× | — | ||
| Q4 24 | 1.65× | — | ||
| Q3 24 | 0.80× | — | ||
| Q2 24 | 2.64× | — | ||
| Q1 24 | -0.38× | — |
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% |
SFIX
暂无分部数据
