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ROKU, INC（ROKU）与Revvity（RVTY）财务数据对比。点击上方公司名可切换其他公司
ROKU, INC的季度营收约是Revvity的1.8倍（$1.4B vs $772.1M），Revvity净利率更高（12.7% vs 5.8%，领先7.0%），ROKU, INC同比增速更快（16.1% vs 5.9%），Revvity自由现金流更多（$161.8M vs $106.6M），过去两年ROKU, INC的营收复合增速更高（25.8% vs 9.0%）
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
ROKU vs RVTY — 直观对比
营收规模更大
ROKU
是对方的1.8倍
$772.1M
营收增速更快
ROKU
高出10.3%
5.9%
净利率更高
RVTY
高出7.0%
5.8%
自由现金流更多
RVTY
多$55.2M
$106.6M
两年增速更快
ROKU
近两年复合增速
9.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $772.1M |
| 净利润 | $80.5M | $98.4M |
| 毛利率 | 43.5% | — |
| 营业利润率 | 4.7% | 14.5% |
| 净利率 | 5.8% | 12.7% |
| 营收同比 | 16.1% | 5.9% |
| 净利润同比 | 326.4% | 3.9% |
| 每股收益（稀释后） | $0.55 | $0.86 |
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ROKURVTY
| Q4 25 | $1.4B | $772.1M | ||
| Q3 25 | $1.2B | $698.9M | ||
| Q2 25 | $1.1B | $720.3M | ||
| Q1 25 | $1.0B | $664.8M | ||
| Q4 24 | $1.2B | $729.4M | ||
| Q3 24 | $1.1B | $684.0M | ||
| Q2 24 | $968.2M | $691.7M | ||
| Q1 24 | $881.5M | $649.9M |
净利润ROKURVTY
| Q4 25 | $80.5M | $98.4M | ||
| Q3 25 | $24.8M | $46.7M | ||
| Q2 25 | $10.5M | $53.9M | ||
| Q1 25 | $-27.4M | $42.2M | ||
| Q4 24 | $-35.5M | $94.6M | ||
| Q3 24 | $-9.0M | $94.4M | ||
| Q2 24 | $-34.0M | $55.4M | ||
| Q1 24 | $-50.9M | $26.0M |
毛利率ROKURVTY
| Q4 25 | 43.5% | — | ||
| Q3 25 | 43.4% | 53.6% | ||
| Q2 25 | 44.8% | 54.5% | ||
| Q1 25 | 43.6% | 56.5% | ||
| Q4 24 | 42.7% | — | ||
| Q3 24 | 45.2% | 56.3% | ||
| Q2 24 | 43.9% | 55.7% | ||
| Q1 24 | 44.1% | 54.6% |
营业利润率ROKURVTY
| Q4 25 | 4.7% | 14.5% | ||
| Q3 25 | 0.8% | 11.7% | ||
| Q2 25 | -2.1% | 12.6% | ||
| Q1 25 | -5.7% | 10.9% | ||
| Q4 24 | -3.3% | 16.3% | ||
| Q3 24 | -3.4% | 14.3% | ||
| Q2 24 | -7.4% | 12.4% | ||
| Q1 24 | -8.2% | 6.8% |
净利率ROKURVTY
| Q4 25 | 5.8% | 12.7% | ||
| Q3 25 | 2.0% | 6.7% | ||
| Q2 25 | 0.9% | 7.5% | ||
| Q1 25 | -2.7% | 6.4% | ||
| Q4 24 | -3.0% | 13.0% | ||
| Q3 24 | -0.9% | 13.8% | ||
| Q2 24 | -3.5% | 8.0% | ||
| Q1 24 | -5.8% | 4.0% |
每股收益（稀释后）ROKURVTY
| Q4 25 | $0.55 | $0.86 | ||
| Q3 25 | $0.16 | $0.40 | ||
| Q2 25 | $0.07 | $0.46 | ||
| Q1 25 | $-0.19 | $0.35 | ||
| Q4 24 | $-0.24 | $0.77 | ||
| Q3 24 | $-0.06 | $0.77 | ||
| Q2 24 | $-0.24 | $0.45 | ||
| Q1 24 | $-0.35 | $0.21 |
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 | $2.3B | $919.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.7B | $7.3B |
| 总资产 | $4.4B | $12.2B |
| 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ROKURVTY
| Q4 25 | $2.3B | $919.9M | ||
| Q3 25 | $2.3B | $931.4M | ||
| Q2 25 | $2.3B | $991.8M | ||
| Q1 25 | $2.3B | $1.1B | ||
| Q4 24 | $2.2B | $1.2B | ||
| Q3 24 | $2.1B | $1.2B | ||
| Q2 24 | $2.1B | $2.0B | ||
| Q1 24 | $2.1B | $1.7B |
股东权益ROKURVTY
| Q4 25 | $2.7B | $7.3B | ||
| Q3 25 | $2.6B | $7.4B | ||
| Q2 25 | $2.6B | $7.6B | ||
| Q1 25 | $2.5B | $7.6B | ||
| Q4 24 | $2.5B | $7.7B | ||
| Q3 24 | $2.5B | $7.9B | ||
| Q2 24 | $2.4B | $7.9B | ||
| Q1 24 | $2.4B | $7.8B |
总资产ROKURVTY
| Q4 25 | $4.4B | $12.2B | ||
| Q3 25 | $4.4B | $12.1B | ||
| Q2 25 | $4.3B | $12.4B | ||
| Q1 25 | $4.2B | $12.4B | ||
| Q4 24 | $4.3B | $12.4B | ||
| Q3 24 | $4.3B | $12.8B | ||
| Q2 24 | $4.1B | $13.4B | ||
| Q1 24 | $4.2B | $13.4B |
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 | $107.7M | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $106.6M | $161.8M |
| 自由现金流率自由现金流/营收 | 7.6% | 21.0% |
| 资本支出强度资本支出/营收 | 0.1% | 2.6% |
| 现金转化率经营现金流/净利润 | 1.34× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $478.4M | $509.4M |
8季度趋势，按日历期对齐
经营现金流ROKURVTY
| Q4 25 | $107.7M | $182.0M | ||
| Q3 25 | $127.6M | $138.5M | ||
| Q2 25 | $109.7M | $134.3M | ||
| Q1 25 | $138.7M | $128.2M | ||
| Q4 24 | $79.3M | $174.2M | ||
| Q3 24 | $68.7M | $147.9M | ||
| Q2 24 | $23.4M | $158.6M | ||
| Q1 24 | $46.7M | $147.6M |
自由现金流ROKURVTY
| Q4 25 | $106.6M | $161.8M | ||
| Q3 25 | $126.5M | $120.0M | ||
| Q2 25 | $108.6M | $115.5M | ||
| Q1 25 | $136.8M | $112.2M | ||
| Q4 24 | $76.8M | $149.8M | ||
| Q3 24 | $67.6M | $125.6M | ||
| Q2 24 | $22.5M | $136.6M | ||
| Q1 24 | $46.0M | $129.7M |
自由现金流率ROKURVTY
| Q4 25 | 7.6% | 21.0% | ||
| Q3 25 | 10.4% | 17.2% | ||
| Q2 25 | 9.8% | 16.0% | ||
| Q1 25 | 13.4% | 16.9% | ||
| Q4 24 | 6.4% | 20.5% | ||
| Q3 24 | 6.4% | 18.4% | ||
| Q2 24 | 2.3% | 19.7% | ||
| Q1 24 | 5.2% | 20.0% |
资本支出强度ROKURVTY
| Q4 25 | 0.1% | 2.6% | ||
| Q3 25 | 0.1% | 2.6% | ||
| Q2 25 | 0.1% | 2.6% | ||
| Q1 25 | 0.2% | 2.4% | ||
| Q4 24 | 0.2% | 3.4% | ||
| Q3 24 | 0.1% | 3.3% | ||
| Q2 24 | 0.1% | 3.2% | ||
| Q1 24 | 0.1% | 2.7% |
现金转化率ROKURVTY
| Q4 25 | 1.34× | 1.85× | ||
| Q3 25 | 5.14× | 2.97× | ||
| Q2 25 | 10.45× | 2.49× | ||
| Q1 25 | — | 3.03× | ||
| Q4 24 | — | 1.84× | ||
| Q3 24 | — | 1.57× | ||
| Q2 24 | — | 2.87× | ||
| Q1 24 | — | 5.67× |
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
ROKU
| Services | $1.2B | 88% |
| Products | $170.9M | 12% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
