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REV Group, Inc.（REVG）与微博公司（WB）财务数据对比。点击上方公司名可切换其他公司
微博公司的季度营收约是REV Group, Inc.的1.9倍（$1.3B vs $664.4M），微博公司净利率更高（35.7% vs 4.3%，领先31.3%），过去两年微博公司的营收复合增速更高（22.6% 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。
微博公司是中国知名的社交网络企业，旗下运营的新浪微博是国内极具影响力的微博客平台，公司总部位于中国北京，为数以亿计的用户提供社交互动、资讯传播、内容创作等多元互联网服务。
REVG vs WB — 直观对比
营收规模更大
WB
是对方的1.9倍
$664.4M
净利率更高
WB
高出31.3%
4.3%
两年增速更快
WB
近两年复合增速
6.5%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $664.4M | $1.3B |
| 净利润 | $28.9M | $458.3M |
| 毛利率 | 15.4% | — |
| 营业利润率 | 7.1% | 29.1% |
| 净利率 | 4.3% | 35.7% |
| 营收同比 | 11.1% | — |
| 净利润同比 | -30.7% | — |
| 每股收益（稀释后） | $0.57 | — |
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REVGWB
| Q4 25 | $664.4M | — | ||
| Q3 25 | $644.9M | $1.3B | ||
| Q2 25 | $629.1M | $841.7M | ||
| Q1 25 | $525.1M | $396.9M | ||
| Q4 24 | $597.9M | — | ||
| Q3 24 | $579.4M | $1.3B | ||
| Q2 24 | $616.9M | $833.4M | ||
| Q1 24 | $586.0M | $395.5M |
净利润REVGWB
| Q4 25 | $28.9M | — | ||
| Q3 25 | $29.1M | $458.3M | ||
| Q2 25 | $19.0M | $234.8M | ||
| Q1 25 | $18.2M | $108.1M | ||
| Q4 24 | $41.7M | — | ||
| Q3 24 | $18.0M | $297.4M | ||
| Q2 24 | $15.2M | $164.6M | ||
| Q1 24 | $182.7M | $51.1M |
毛利率REVGWB
| 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% | — | ||
| Q1 24 | 10.7% | — |
营业利润率REVGWB
| Q4 25 | 7.1% | — | ||
| Q3 25 | 8.8% | 29.1% | ||
| Q2 25 | 7.9% | 30.4% | ||
| Q1 25 | 5.3% | 27.8% | ||
| Q4 24 | 5.8% | — | ||
| Q3 24 | 4.9% | 29.0% | ||
| Q2 24 | 3.7% | 28.2% | ||
| Q1 24 | -1.1% | 25.2% |
净利率REVGWB
| Q4 25 | 4.3% | — | ||
| Q3 25 | 4.5% | 35.7% | ||
| Q2 25 | 3.0% | 27.9% | ||
| Q1 25 | 3.5% | 27.2% | ||
| Q4 24 | 7.0% | — | ||
| Q3 24 | 3.1% | 22.9% | ||
| Q2 24 | 2.5% | 19.8% | ||
| Q1 24 | 31.2% | 12.9% |
每股收益（稀释后）REVGWB
| Q4 25 | $0.57 | — | ||
| Q3 25 | $0.59 | — | ||
| Q2 25 | $0.38 | — | ||
| Q1 25 | $0.35 | — | ||
| Q4 24 | $1.03 | — | ||
| Q3 24 | $0.35 | — | ||
| Q2 24 | $0.28 | — | ||
| Q1 24 | $3.06 | — |
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 | $1.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $416.3M | $3.9B |
| 总资产 | $1.2B | $6.9B |
| 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REVGWB
| Q4 25 | $34.7M | — | ||
| Q3 25 | $36.0M | $1.1B | ||
| Q2 25 | $28.8M | $1.2B | ||
| Q1 25 | $31.6M | $1.2B | ||
| Q4 24 | $24.6M | — | ||
| Q3 24 | $50.5M | — | ||
| Q2 24 | $38.2M | $1.9B | ||
| Q1 24 | $87.9M | $2.1B |
股东权益REVGWB
| Q4 25 | $416.3M | — | ||
| Q3 25 | $387.3M | $3.9B | ||
| Q2 25 | $357.8M | $3.6B | ||
| Q1 25 | $428.8M | $3.5B | ||
| Q4 24 | $435.1M | — | ||
| Q3 24 | $394.6M | — | ||
| Q2 24 | $379.7M | $3.4B | ||
| Q1 24 | $496.1M | $3.3B |
总资产REVGWB
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.2B | $6.9B | ||
| Q2 25 | $1.2B | $6.5B | ||
| Q1 25 | $1.2B | $6.7B | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | $7.1B | ||
| Q1 24 | $1.4B | $7.3B |
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REVGWB
| Q4 25 | $76.9M | — | ||
| Q3 25 | $60.3M | — | ||
| Q2 25 | $117.0M | — | ||
| Q1 25 | $-13.1M | — | ||
| Q4 24 | $68.6M | — | ||
| Q3 24 | $14.4M | — | ||
| Q2 24 | $40.1M | — | ||
| Q1 24 | $-69.7M | — |
自由现金流REVGWB
| Q4 25 | $53.7M | — | ||
| Q3 25 | $48.7M | — | ||
| Q2 25 | $105.6M | — | ||
| Q1 25 | $-18.0M | — | ||
| Q4 24 | $63.3M | — | ||
| Q3 24 | $8.5M | — | ||
| Q2 24 | $34.2M | — | ||
| Q1 24 | $-80.2M | — |
自由现金流率REVGWB
| Q4 25 | 8.1% | — | ||
| Q3 25 | 7.6% | — | ||
| Q2 25 | 16.8% | — | ||
| Q1 25 | -3.4% | — | ||
| Q4 24 | 10.6% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 5.5% | — | ||
| Q1 24 | -13.7% | — |
资本支出强度REVGWB
| Q4 25 | 3.5% | — | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 0.9% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 1.0% | — | ||
| Q2 24 | 1.0% | — | ||
| Q1 24 | 1.8% | — |
现金转化率REVGWB
| 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% |
WB
| Income from operations | $373.2M | 29% |
| Shares used in computing diluted net income per share attributable to Weibos shareholders | $268.1M | 21% |
| Shares used in computing basic net income per share attributable to Weibos shareholders | $238.6M | 19% |
| Value-added services | $186.1M | 14% |
| Less: Income tax expenses | $113.2M | 9% |
| Investment related income, net | $45.0M | 4% |
| Product development | $16.7M | 1% |
| General and administrative | $10.6M | 1% |
| Sales and marketing | $7.1M | 1% |
| Accretion to redeemable non-controlling interests | $3.0M | 0% |
