vs
安捷伦科技(A)与Teledyne Technologies(TDY)财务数据对比。点击上方公司名可切换其他公司
安捷伦科技的季度营收约是Teledyne Technologies的1.1倍($1.8B vs $1.6B),Teledyne Technologies净利率更高(17.1% vs 17.0%,领先0.1%),Teledyne Technologies同比增速更快(7.3% vs 7.0%),Teledyne Technologies自由现金流更多($339.2M vs $175.0M),过去两年Teledyne Technologies的营收复合增速更高(9.3% vs 6.9%)
安捷伦科技是全球知名的生命科学、诊断与应用化学领域解决方案提供商,旗下生命科学与应用市场业务板块提供液相色谱系统及组件、液相色谱质谱联用系统、气相色谱设备、电感耦合等离子体质谱仪、原子吸收仪等多种分析检测仪器,服务全球各领域客户。
Teledyne Technologies是美国大型工业集团企业,1960年由亨利·辛格尔顿与乔治·科兹梅茨基共同创立,最初成立时名为Teledyne Inc.,发展至今在全球工业技术领域拥有较高的行业知名度与市场影响力。
A vs TDY — 直观对比
营收规模更大
A
是对方的1.1倍
$1.6B
营收增速更快
TDY
高出0.4%
7.0%
净利率更高
TDY
高出0.1%
17.0%
自由现金流更多
TDY
多$164.2M
$175.0M
两年增速更快
TDY
近两年复合增速
6.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.8B | $1.6B |
| 净利润 | $305.0M | $275.6M |
| 毛利率 | 52.6% | 42.9% |
| 营业利润率 | 19.6% | 20.4% |
| 净利率 | 17.0% | 17.1% |
| 营收同比 | 7.0% | 7.3% |
| 净利润同比 | -4.1% | 38.8% |
| 每股收益(稀释后) | $1.07 | $5.81 |
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
A
TDY
| Q1 26 | $1.8B | — | ||
| Q4 25 | $1.9B | $1.6B | ||
| Q3 25 | $1.7B | $1.5B | ||
| Q2 25 | $1.7B | $1.5B | ||
| Q1 25 | $1.7B | $1.4B | ||
| Q4 24 | $1.7B | $1.5B | ||
| Q3 24 | $1.6B | $1.4B | ||
| Q2 24 | $1.6B | $1.4B |
净利润
A
TDY
| Q1 26 | $305.0M | — | ||
| Q4 25 | $434.0M | $275.6M | ||
| Q3 25 | $336.0M | $220.7M | ||
| Q2 25 | $215.0M | $209.9M | ||
| Q1 25 | $318.0M | $188.6M | ||
| Q4 24 | $351.0M | $198.5M | ||
| Q3 24 | $282.0M | $262.0M | ||
| Q2 24 | $308.0M | $180.2M |
毛利率
A
TDY
| Q1 26 | 52.6% | — | ||
| Q4 25 | 53.2% | 42.9% | ||
| Q3 25 | 51.1% | 42.8% | ||
| Q2 25 | 51.9% | 42.6% | ||
| Q1 25 | 53.5% | 42.7% | ||
| Q4 24 | 53.9% | 42.8% | ||
| Q3 24 | 54.2% | 42.9% | ||
| Q2 24 | 54.4% | 43.1% |
营业利润率
A
TDY
| Q1 26 | 19.6% | — | ||
| Q4 25 | 23.8% | 20.4% | ||
| Q3 25 | 20.7% | 18.4% | ||
| Q2 25 | 18.0% | 18.4% | ||
| Q1 25 | 22.4% | 17.9% | ||
| Q4 24 | 24.0% | 15.8% | ||
| Q3 24 | 21.1% | 18.8% | ||
| Q2 24 | 23.1% | 18.0% |
净利率
A
TDY
| Q1 26 | 17.0% | — | ||
| Q4 25 | 23.3% | 17.1% | ||
| Q3 25 | 19.3% | 14.3% | ||
| Q2 25 | 12.9% | 13.9% | ||
| Q1 25 | 18.9% | 13.0% | ||
| Q4 24 | 20.6% | 13.2% | ||
| Q3 24 | 17.9% | 18.2% | ||
| Q2 24 | 19.6% | 13.1% |
每股收益(稀释后)
A
TDY
| Q1 26 | $1.07 | — | ||
| Q4 25 | $1.53 | $5.81 | ||
| Q3 25 | $1.18 | $4.65 | ||
| Q2 25 | $0.75 | $4.43 | ||
| Q1 25 | $1.11 | $3.99 | ||
| Q4 24 | $1.23 | $4.18 | ||
| Q3 24 | $0.97 | $5.54 | ||
| Q2 24 | $1.05 | $3.77 |
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 | $1.8B | $352.4M |
| 总债务越低越好 | $3.0B | $2.5B |
| 股东权益账面价值 | $6.9B | $10.5B |
| 总资产 | $12.8B | $15.3B |
| 负债/权益比越低杠杆越低 | 0.44× | 0.24× |
8季度趋势,按日历期对齐
现金及短期投资
A
TDY
| Q1 26 | $1.8B | — | ||
| Q4 25 | $1.8B | $352.4M | ||
| Q3 25 | $1.5B | $528.6M | ||
| Q2 25 | $1.5B | $310.9M | ||
| Q1 25 | $1.5B | $461.5M | ||
| Q4 24 | $1.3B | $649.8M | ||
| Q3 24 | $1.8B | $561.0M | ||
| Q2 24 | $1.7B | $443.2M |
总债务
A
TDY
| Q1 26 | $3.0B | — | ||
| Q4 25 | $3.0B | $2.5B | ||
| Q3 25 | $3.4B | $2.5B | ||
| Q2 25 | $3.3B | $2.6B | ||
| Q1 25 | $3.3B | $3.0B | ||
| Q4 24 | $3.3B | $2.6B | ||
| Q3 24 | $2.1B | $2.8B | ||
| Q2 24 | $2.1B | $2.8B |
股东权益
A
TDY
| Q1 26 | $6.9B | — | ||
| Q4 25 | $6.7B | $10.5B | ||
| Q3 25 | $6.4B | $10.6B | ||
| Q2 25 | $6.1B | $10.4B | ||
| Q1 25 | $6.0B | $9.9B | ||
| Q4 24 | $5.9B | $9.5B | ||
| Q3 24 | $5.9B | $9.6B | ||
| Q2 24 | $6.2B | $9.3B |
总资产
A
TDY
| Q1 26 | $12.8B | — | ||
| Q4 25 | $12.7B | $15.3B | ||
| Q3 25 | $12.2B | $15.4B | ||
| Q2 25 | $12.2B | $15.1B | ||
| Q1 25 | $11.9B | $15.0B | ||
| Q4 24 | $11.8B | $14.2B | ||
| Q3 24 | $11.0B | $14.5B | ||
| Q2 24 | $10.9B | $14.2B |
负债/权益比
A
TDY
| Q1 26 | 0.44× | — | ||
| Q4 25 | 0.45× | 0.24× | ||
| Q3 25 | 0.53× | 0.24× | ||
| Q2 25 | 0.55× | 0.25× | ||
| Q1 25 | 0.56× | 0.30× | ||
| Q4 24 | 0.57× | 0.28× | ||
| Q3 24 | 0.36× | 0.29× | ||
| Q2 24 | 0.34× | 0.30× |
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 | $268.0M | $379.0M |
| 自由现金流经营现金流 - 资本支出 | $175.0M | $339.2M |
| 自由现金流率自由现金流/营收 | 9.7% | 21.0% |
| 资本支出强度资本支出/营收 | 5.2% | 2.5% |
| 现金转化率经营现金流/净利润 | 0.88× | 1.38× |
| 过去12个月自由现金流最近4个季度 | $993.0M | $1.1B |
8季度趋势,按日历期对齐
经营现金流
A
TDY
| Q1 26 | $268.0M | — | ||
| Q4 25 | $545.0M | $379.0M | ||
| Q3 25 | $362.0M | $343.1M | ||
| Q2 25 | $221.0M | $226.6M | ||
| Q1 25 | $431.0M | $242.6M | ||
| Q4 24 | $481.0M | $332.4M | ||
| Q3 24 | $452.0M | $249.8M | ||
| Q2 24 | $333.0M | $318.7M |
自由现金流
A
TDY
| Q1 26 | $175.0M | — | ||
| Q4 25 | $452.0M | $339.2M | ||
| Q3 25 | $259.0M | $313.9M | ||
| Q2 25 | $107.0M | $196.3M | ||
| Q1 25 | $334.0M | $224.6M | ||
| Q4 24 | $388.0M | $303.4M | ||
| Q3 24 | $360.0M | $228.7M | ||
| Q2 24 | $230.0M | $301.0M |
自由现金流率
A
TDY
| Q1 26 | 9.7% | — | ||
| Q4 25 | 24.3% | 21.0% | ||
| Q3 25 | 14.9% | 20.4% | ||
| Q2 25 | 6.4% | 13.0% | ||
| Q1 25 | 19.9% | 15.5% | ||
| Q4 24 | 22.8% | 20.2% | ||
| Q3 24 | 22.8% | 15.8% | ||
| Q2 24 | 14.6% | 21.9% |
资本支出强度
A
TDY
| Q1 26 | 5.2% | — | ||
| Q4 25 | 5.0% | 2.5% | ||
| Q3 25 | 5.9% | 1.9% | ||
| Q2 25 | 6.8% | 2.0% | ||
| Q1 25 | 5.8% | 1.2% | ||
| Q4 24 | 5.5% | 1.9% | ||
| Q3 24 | 5.8% | 1.5% | ||
| Q2 24 | 6.5% | 1.3% |
现金转化率
A
TDY
| Q1 26 | 0.88× | — | ||
| Q4 25 | 1.26× | 1.38× | ||
| Q3 25 | 1.08× | 1.55× | ||
| Q2 25 | 1.03× | 1.08× | ||
| Q1 25 | 1.36× | 1.29× | ||
| Q4 24 | 1.37× | 1.67× | ||
| Q3 24 | 1.60× | 0.95× | ||
| Q2 24 | 1.08× | 1.77× |
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
A
| Service Other | $525.0M | 29% |
| Chemicaland Energy Market | $422.0M | 23% |
| Agilent Cross Lab | $273.0M | 15% |
| Environmentaland Forensics Market | $177.0M | 10% |
| Food Market | $166.0M | 9% |
| Academiaand Government Market | $130.0M | 7% |
| Applied Markets | $98.0M | 5% |
TDY
| Commercial And Other | $681.5M | 42% |
| Aerospace And Defense Electronics | $275.9M | 17% |
| Marine Instrumentation | $177.1M | 11% |
| United States Government | $169.0M | 10% |
| Environmental Instrumentation | $120.7M | 7% |
| Engineered Systems | $103.3M | 6% |
| Test And Measurement Instrumentation | $84.8M | 5% |