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Sunrun Inc.（RUN）与Revvity（RVTY）财务数据对比。点击上方公司名可切换其他公司
Sunrun Inc.的季度营收约是Revvity的1.5倍（$1.2B vs $772.1M），Revvity净利率更高（12.7% vs 8.9%，领先3.8%），Sunrun Inc.同比增速更快（123.5% vs 5.9%），过去两年Sunrun Inc.的营收复合增速更高（59.0% vs 9.0%）
Sunrun Inc.是美国知名的光伏系统及电池储能产品供应商，业务以服务住宅客户为主，2007年成立，总部位于加利福尼亚州旧金山，致力于为家庭用户提供高效的清洁能源解决方案。
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。
RUN vs RVTY — 直观对比
营收规模更大
RUN
是对方的1.5倍
$772.1M
营收增速更快
RUN
高出117.6%
5.9%
净利率更高
RVTY
高出3.8%
8.9%
两年增速更快
RUN
近两年复合增速
9.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $772.1M |
| 净利润 | $103.6M | $98.4M |
| 毛利率 | — | — |
| 营业利润率 | 8.4% | 14.5% |
| 净利率 | 8.9% | 12.7% |
| 营收同比 | 123.5% | 5.9% |
| 净利润同比 | 103.7% | 3.9% |
| 每股收益（稀释后） | $0.38 | $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RUNRVTY
| Q4 25 | $1.2B | $772.1M | ||
| Q3 25 | $724.6M | $698.9M | ||
| Q2 25 | $569.3M | $720.3M | ||
| Q1 25 | $504.3M | $664.8M | ||
| Q4 24 | $518.5M | $729.4M | ||
| Q3 24 | $537.2M | $684.0M | ||
| Q2 24 | $523.9M | $691.7M | ||
| Q1 24 | $458.2M | $649.9M |
净利润RUNRVTY
| Q4 25 | $103.6M | $98.4M | ||
| Q3 25 | $16.6M | $46.7M | ||
| Q2 25 | $279.8M | $53.9M | ||
| Q1 25 | $50.0M | $42.2M | ||
| Q4 24 | $-2.8B | $94.6M | ||
| Q3 24 | $-83.8M | $94.4M | ||
| Q2 24 | $139.1M | $55.4M | ||
| Q1 24 | $-87.8M | $26.0M |
毛利率RUNRVTY
| Q4 25 | — | — | ||
| Q3 25 | — | 53.6% | ||
| Q2 25 | — | 54.5% | ||
| Q1 25 | — | 56.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 56.3% | ||
| Q2 24 | — | 55.7% | ||
| Q1 24 | — | 54.6% |
营业利润率RUNRVTY
| Q4 25 | 8.4% | 14.5% | ||
| Q3 25 | 0.5% | 11.7% | ||
| Q2 25 | -19.7% | 12.6% | ||
| Q1 25 | -22.8% | 10.9% | ||
| Q4 24 | -628.0% | 16.3% | ||
| Q3 24 | -23.8% | 14.3% | ||
| Q2 24 | -24.4% | 12.4% | ||
| Q1 24 | -40.0% | 6.8% |
净利率RUNRVTY
| Q4 25 | 8.9% | 12.7% | ||
| Q3 25 | 2.3% | 6.7% | ||
| Q2 25 | 49.1% | 7.5% | ||
| Q1 25 | 9.9% | 6.4% | ||
| Q4 24 | -542.7% | 13.0% | ||
| Q3 24 | -15.6% | 13.8% | ||
| Q2 24 | 26.5% | 8.0% | ||
| Q1 24 | -19.2% | 4.0% |
每股收益（稀释后）RUNRVTY
| Q4 25 | $0.38 | $0.86 | ||
| Q3 25 | $0.06 | $0.40 | ||
| Q2 25 | $1.07 | $0.46 | ||
| Q1 25 | $0.20 | $0.35 | ||
| Q4 24 | $-12.59 | $0.77 | ||
| Q3 24 | $-0.37 | $0.77 | ||
| Q2 24 | $0.55 | $0.45 | ||
| Q1 24 | $-0.40 | $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 | — | $919.9M |
| 总债务越低越好 | $14.7B | — |
| 股东权益账面价值 | $3.1B | $7.3B |
| 总资产 | $22.6B | $12.2B |
| 负债/权益比越低杠杆越低 | 4.69× | — |
8季度趋势，按日历期对齐
现金及短期投资RUNRVTY
| Q4 25 | — | $919.9M | ||
| Q3 25 | — | $931.4M | ||
| Q2 25 | — | $991.8M | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $1.7B |
总债务RUNRVTY
| Q4 25 | $14.7B | — | ||
| Q3 25 | $14.6B | — | ||
| Q2 25 | $14.0B | — | ||
| Q1 25 | $13.6B | — | ||
| Q4 24 | $12.9B | — | ||
| Q3 24 | $12.5B | — | ||
| Q2 24 | $12.0B | — | ||
| Q1 24 | $11.1B | — |
股东权益RUNRVTY
| Q4 25 | $3.1B | $7.3B | ||
| Q3 25 | $3.0B | $7.4B | ||
| Q2 25 | $2.9B | $7.6B | ||
| Q1 25 | $2.6B | $7.6B | ||
| Q4 24 | $2.6B | $7.7B | ||
| Q3 24 | $5.3B | $7.9B | ||
| Q2 24 | $5.4B | $7.9B | ||
| Q1 24 | $5.2B | $7.8B |
总资产RUNRVTY
| Q4 25 | $22.6B | $12.2B | ||
| Q3 25 | $22.2B | $12.1B | ||
| Q2 25 | $21.2B | $12.4B | ||
| Q1 25 | $20.4B | $12.4B | ||
| Q4 24 | $19.9B | $12.4B | ||
| Q3 24 | $22.1B | $12.8B | ||
| Q2 24 | $21.4B | $13.4B | ||
| Q1 24 | $20.8B | $13.4B |
负债/权益比RUNRVTY
| Q4 25 | 4.69× | — | ||
| Q3 25 | 4.90× | — | ||
| Q2 25 | 4.80× | — | ||
| Q1 25 | 5.19× | — | ||
| Q4 24 | 5.05× | — | ||
| Q3 24 | 2.36× | — | ||
| Q2 24 | 2.23× | — | ||
| Q1 24 | 2.15× | — |
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 | $96.9M | $182.0M |
| 自由现金流经营现金流 - 资本支出 | — | $161.8M |
| 自由现金流率自由现金流/营收 | — | 21.0% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | 0.94× | 1.85× |
| 过去12个月自由现金流最近4个季度 | — | $509.4M |
8季度趋势，按日历期对齐
经营现金流RUNRVTY
| Q4 25 | $96.9M | $182.0M | ||
| Q3 25 | $-121.5M | $138.5M | ||
| Q2 25 | $-292.7M | $134.3M | ||
| Q1 25 | $-104.2M | $128.2M | ||
| Q4 24 | $-258.4M | $174.2M | ||
| Q3 24 | $-156.2M | $147.9M | ||
| Q2 24 | $-208.5M | $158.6M | ||
| Q1 24 | $-143.1M | $147.6M |
自由现金流RUNRVTY
| Q4 25 | — | $161.8M | ||
| Q3 25 | — | $120.0M | ||
| Q2 25 | — | $115.5M | ||
| Q1 25 | — | $112.2M | ||
| Q4 24 | — | $149.8M | ||
| Q3 24 | $-156.4M | $125.6M | ||
| Q2 24 | — | $136.6M | ||
| Q1 24 | — | $129.7M |
自由现金流率RUNRVTY
| Q4 25 | — | 21.0% | ||
| Q3 25 | — | 17.2% | ||
| Q2 25 | — | 16.0% | ||
| Q1 25 | — | 16.9% | ||
| Q4 24 | — | 20.5% | ||
| Q3 24 | -29.1% | 18.4% | ||
| Q2 24 | — | 19.7% | ||
| Q1 24 | — | 20.0% |
资本支出强度RUNRVTY
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | — | 2.6% | ||
| Q1 25 | — | 2.4% | ||
| Q4 24 | — | 3.4% | ||
| Q3 24 | 0.0% | 3.3% | ||
| Q2 24 | — | 3.2% | ||
| Q1 24 | — | 2.7% |
现金转化率RUNRVTY
| Q4 25 | 0.94× | 1.85× | ||
| Q3 25 | -7.33× | 2.97× | ||
| Q2 25 | -1.05× | 2.49× | ||
| Q1 25 | -2.08× | 3.03× | ||
| Q4 24 | — | 1.84× | ||
| Q3 24 | — | 1.57× | ||
| Q2 24 | -1.50× | 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
RUN
| Products | $692.3M | 60% |
| Customer Agreements | $435.2M | 38% |
| Manufactured Product Other | $56.7M | 5% |
| Incentives | $31.3M | 3% |
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% |
