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Revolve Group, Inc.（RVLV）与世纪互联（VNET）财务数据对比。点击上方公司名可切换其他公司
世纪互联的季度营收约是Revolve Group, Inc.的1.1倍（$362.7M vs $324.4M），Revolve Group, Inc.净利率更高（5.7% vs -10.7%，领先16.4%），Revolve Group, Inc.自由现金流更多（$-13.3M vs $-193.1M），过去两年世纪互联的营收复合增速更高（17.4% vs 9.5%）
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
VNET Group即世纪互联，是中国领先的第三方中立数据中心服务商，提供机柜托管、云基础设施、混合云部署及网络管理等解决方案，服务覆盖科技、金融、零售等多领域企业客户，为企业数字化运营提供稳定的算力与网络支撑。
RVLV vs VNET — 直观对比
营收规模更大
VNET
是对方的1.1倍
$324.4M
净利率更高
RVLV
高出16.4%
-10.7%
自由现金流更多
RVLV
多$179.8M
$-193.1M
两年增速更快
VNET
近两年复合增速
9.5%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $324.4M | $362.7M |
| 净利润 | $18.6M | $-38.7M |
| 毛利率 | 53.3% | 20.9% |
| 营业利润率 | 6.3% | 0.5% |
| 净利率 | 5.7% | -10.7% |
| 营收同比 | 10.4% | — |
| 净利润同比 | 50.4% | — |
| 每股收益（稀释后） | $0.27 | — |
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RVLVVNET
| Q4 25 | $324.4M | — | ||
| Q3 25 | $295.6M | $362.7M | ||
| Q2 25 | $309.0M | — | ||
| Q1 25 | $296.7M | $309.5M | ||
| Q4 24 | $293.7M | — | ||
| Q3 24 | $283.1M | $302.2M | ||
| Q2 24 | $282.5M | $274.4M | ||
| Q1 24 | $270.6M | $262.9M |
净利润RVLVVNET
| Q4 25 | $18.6M | — | ||
| Q3 25 | $21.2M | $-38.7M | ||
| Q2 25 | $10.2M | — | ||
| Q1 25 | $11.8M | $-2.4M | ||
| Q4 24 | $12.3M | — | ||
| Q3 24 | $11.0M | $-2.1M | ||
| Q2 24 | $15.4M | $-1.1M | ||
| Q1 24 | $10.9M | $-22.0M |
毛利率RVLVVNET
| Q4 25 | 53.3% | — | ||
| Q3 25 | 54.6% | 20.9% | ||
| Q2 25 | 54.1% | — | ||
| Q1 25 | 52.0% | 25.2% | ||
| Q4 24 | 52.5% | — | ||
| Q3 24 | 51.2% | 23.2% | ||
| Q2 24 | 54.0% | 21.3% | ||
| Q1 24 | 52.3% | 21.6% |
营业利润率RVLVVNET
| Q4 25 | 6.3% | — | ||
| Q3 25 | 7.1% | 0.5% | ||
| Q2 25 | 5.8% | — | ||
| Q1 25 | 5.0% | 0.1% | ||
| Q4 24 | 3.9% | — | ||
| Q3 24 | 5.0% | 24.5% | ||
| Q2 24 | 5.8% | 0.2% | ||
| Q1 24 | 3.4% | 0.2% |
净利率RVLVVNET
| Q4 25 | 5.7% | — | ||
| Q3 25 | 7.2% | -10.7% | ||
| Q2 25 | 3.3% | — | ||
| Q1 25 | 4.0% | -0.8% | ||
| Q4 24 | 4.2% | — | ||
| Q3 24 | 3.9% | -0.7% | ||
| Q2 24 | 5.4% | -0.4% | ||
| Q1 24 | 4.0% | -8.4% |
每股收益（稀释后）RVLVVNET
| Q4 25 | $0.27 | — | ||
| Q3 25 | $0.29 | — | ||
| Q2 25 | $0.14 | — | ||
| Q1 25 | $0.16 | — | ||
| Q4 24 | $0.18 | — | ||
| Q3 24 | $0.15 | — | ||
| Q2 24 | $0.21 | — | ||
| Q1 24 | $0.15 | — |
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 | $292.3M | $492.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $512.5M | $890.8M |
| 总资产 | $765.0M | $6.1B |
| 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RVLVVNET
| Q4 25 | $292.3M | — | ||
| Q3 25 | $315.4M | $492.1M | ||
| Q2 25 | $310.7M | — | ||
| Q1 25 | $300.8M | $544.3M | ||
| Q4 24 | $256.6M | — | ||
| Q3 24 | $252.8M | $219.5M | ||
| Q2 24 | $244.7M | $247.2M | ||
| Q1 24 | $273.4M | $246.9M |
总债务RVLVVNET
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益RVLVVNET
| Q4 25 | $512.5M | — | ||
| Q3 25 | $490.2M | $890.8M | ||
| Q2 25 | $468.6M | — | ||
| Q1 25 | $453.4M | $927.8M | ||
| Q4 24 | $437.8M | — | ||
| Q3 24 | $420.8M | $902.9M | ||
| Q2 24 | $405.8M | $900.6M | ||
| Q1 24 | $389.9M | $895.1M |
总资产RVLVVNET
| Q4 25 | $765.0M | — | ||
| Q3 25 | $751.3M | $6.1B | ||
| Q2 25 | $722.9M | — | ||
| Q1 25 | $713.9M | $5.4B | ||
| Q4 24 | $665.5M | — | ||
| Q3 24 | $670.9M | $4.3B | ||
| Q2 24 | $657.8M | $4.0B | ||
| Q1 24 | $650.0M | $3.9B |
负债/权益比RVLVVNET
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.28× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $-10.2M | $113.8M |
| 自由现金流经营现金流 - 资本支出 | $-13.3M | $-193.1M |
| 自由现金流率自由现金流/营收 | -4.1% | -53.2% |
| 资本支出强度资本支出/营收 | 1.0% | 84.6% |
| 现金转化率经营现金流/净利润 | -0.55× | — |
| 过去12个月自由现金流最近4个季度 | $48.0M | $-589.7M |
8季度趋势，按日历期对齐
经营现金流RVLVVNET
| Q4 25 | $-10.2M | — | ||
| Q3 25 | $11.8M | $113.8M | ||
| Q2 25 | $12.6M | — | ||
| Q1 25 | $45.1M | $27.0M | ||
| Q4 24 | $3.9M | — | ||
| Q3 24 | $9.1M | $108.3M | ||
| Q2 24 | $-24.7M | $55.8M | ||
| Q1 24 | $38.4M | $37.1M |
自由现金流RVLVVNET
| Q4 25 | $-13.3M | — | ||
| Q3 25 | $7.5M | $-193.1M | ||
| Q2 25 | $10.4M | — | ||
| Q1 25 | $43.4M | $-220.0M | ||
| Q4 24 | $2.1M | — | ||
| Q3 24 | $8.0M | $-95.0M | ||
| Q2 24 | $-25.7M | $-81.6M | ||
| Q1 24 | $36.7M | $-102.2M |
自由现金流率RVLVVNET
| Q4 25 | -4.1% | — | ||
| Q3 25 | 2.5% | -53.2% | ||
| Q2 25 | 3.4% | — | ||
| Q1 25 | 14.6% | -71.1% | ||
| Q4 24 | 0.7% | — | ||
| Q3 24 | 2.8% | -31.4% | ||
| Q2 24 | -9.1% | -29.8% | ||
| Q1 24 | 13.5% | -38.9% |
资本支出强度RVLVVNET
| Q4 25 | 1.0% | — | ||
| Q3 25 | 1.5% | 84.6% | ||
| Q2 25 | 0.7% | — | ||
| Q1 25 | 0.6% | 79.8% | ||
| Q4 24 | 0.6% | — | ||
| Q3 24 | 0.4% | 67.3% | ||
| Q2 24 | 0.4% | 50.1% | ||
| Q1 24 | 0.6% | 53.0% |
现金转化率RVLVVNET
| Q4 25 | -0.55× | — | ||
| Q3 25 | 0.56× | — | ||
| Q2 25 | 1.24× | — | ||
| Q1 25 | 3.82× | — | ||
| Q4 24 | 0.32× | — | ||
| Q3 24 | 0.83× | — | ||
| Q2 24 | -1.60× | — | ||
| Q1 24 | 3.53× | — |
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
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
VNET
暂无分部数据
