vs
高知特（CTSH）与泰科电子（TEL）财务数据对比。点击上方公司名可切换其他公司
高知特的季度营收约是泰科电子的1.1倍（$5.3B vs $4.7B），泰科电子净利率更高（16.1% vs 12.2%，领先3.9%），泰科电子同比增速更快（21.7% vs -73.0%），高知特自由现金流更多（$781.0M vs $607.0M），过去两年泰科电子的营收复合增速更高（8.5% vs 4.9%）
高知特是美国跨国信息技术咨询与外包服务商，1994年成立于印度金奈，最初是邓白氏旗下内部技术部门，1996年起对外开展服务，现总部位于美国新泽西州蒂内克，为纳斯达克100指数成分股，股票代码CTSH。
TE Connectivity（泰科电子）是一家注册地涵盖美国与爱尔兰的科技企业，专注于电气及电子元器件的设计与制造，产品广泛应用于汽车、航空航天、国防、医疗、能源等多个行业，可为不同领域客户提供高性能连接解决方案。
CTSH vs TEL — 直观对比
营收规模更大
CTSH
是对方的1.1倍
$4.7B
营收增速更快
TEL
高出94.7%
-73.0%
净利率更高
TEL
高出3.9%
12.2%
自由现金流更多
CTSH
多$174.0M
$607.0M
两年增速更快
TEL
近两年复合增速
4.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.3B | $4.7B |
| 净利润 | $648.0M | $750.0M |
| 毛利率 | — | 37.2% |
| 营业利润率 | 16.0% | 20.6% |
| 净利率 | 12.2% | 16.1% |
| 营收同比 | -73.0% | 21.7% |
| 净利润同比 | 18.7% | 42.0% |
| 每股收益（稀释后） | $1.34 | $2.53 |
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CTSHTEL
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.3B | $4.7B | ||
| Q3 25 | $5.4B | $4.7B | ||
| Q2 25 | $5.2B | $4.5B | ||
| Q1 25 | $5.1B | $4.1B | ||
| Q4 24 | $5.1B | $3.8B | ||
| Q3 24 | $5.0B | $4.1B | ||
| Q2 24 | $4.8B | $4.0B |
净利润CTSHTEL
| Q1 26 | $648.0M | — | ||
| Q4 25 | $648.0M | $750.0M | ||
| Q3 25 | $274.0M | $663.0M | ||
| Q2 25 | $645.0M | $638.0M | ||
| Q1 25 | $663.0M | $13.0M | ||
| Q4 24 | $546.0M | $528.0M | ||
| Q3 24 | $582.0M | $276.0M | ||
| Q2 24 | $566.0M | $573.0M |
毛利率CTSHTEL
| Q1 26 | — | — | ||
| Q4 25 | — | 37.2% | ||
| Q3 25 | — | 35.0% | ||
| Q2 25 | — | 35.3% | ||
| Q1 25 | — | 35.2% | ||
| Q4 24 | — | 35.5% | ||
| Q3 24 | — | 34.0% | ||
| Q2 24 | — | 34.8% |
营业利润率CTSHTEL
| Q1 26 | 16.0% | — | ||
| Q4 25 | 16.0% | 20.6% | ||
| Q3 25 | 16.0% | 19.3% | ||
| Q2 25 | 15.6% | 18.9% | ||
| Q1 25 | 16.7% | 18.1% | ||
| Q4 24 | 14.8% | 18.0% | ||
| Q3 24 | 14.6% | 16.0% | ||
| Q2 24 | 14.6% | 19.0% |
净利率CTSHTEL
| Q1 26 | 12.2% | — | ||
| Q4 25 | 12.2% | 16.1% | ||
| Q3 25 | 5.1% | 14.0% | ||
| Q2 25 | 12.3% | 14.1% | ||
| Q1 25 | 13.0% | 0.3% | ||
| Q4 24 | 10.7% | 13.8% | ||
| Q3 24 | 11.5% | 6.8% | ||
| Q2 24 | 11.7% | 14.4% |
每股收益（稀释后）CTSHTEL
| Q1 26 | $1.34 | — | ||
| Q4 25 | $1.35 | $2.53 | ||
| Q3 25 | $0.56 | $2.23 | ||
| Q2 25 | $1.31 | $2.14 | ||
| Q1 25 | $1.34 | $0.04 | ||
| Q4 24 | $1.10 | $1.75 | ||
| Q3 24 | $1.17 | $0.96 | ||
| Q2 24 | $1.14 | $1.86 |
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 | $1.9B | $1.3B |
| 总债务越低越好 | $576.0M | — |
| 股东权益账面价值 | $15.0B | $13.0B |
| 总资产 | $20.7B | $25.6B |
| 负债/权益比越低杠杆越低 | 0.04× | — |
8季度趋势，按日历期对齐
现金及短期投资CTSHTEL
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.9B | $1.3B | ||
| Q3 25 | $2.4B | $1.3B | ||
| Q2 25 | $1.8B | $672.0M | ||
| Q1 25 | $2.0B | $2.6B | ||
| Q4 24 | $2.2B | $1.3B | ||
| Q3 24 | $2.0B | $1.3B | ||
| Q2 24 | $2.2B | $1.5B |
总债务CTSHTEL
| Q1 26 | $576.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益CTSHTEL
| Q1 26 | $15.0B | — | ||
| Q4 25 | $15.0B | $13.0B | ||
| Q3 25 | $14.9B | $12.6B | ||
| Q2 25 | $15.3B | $12.4B | ||
| Q1 25 | $14.9B | $12.1B | ||
| Q4 24 | $14.4B | $12.4B | ||
| Q3 24 | $14.5B | $12.4B | ||
| Q2 24 | $13.9B | $12.6B |
总资产CTSHTEL
| Q1 26 | $20.7B | — | ||
| Q4 25 | $20.7B | $25.6B | ||
| Q3 25 | $20.1B | $25.1B | ||
| Q2 25 | $20.2B | $24.9B | ||
| Q1 25 | $20.0B | $23.7B | ||
| Q4 24 | $20.0B | $22.4B | ||
| Q3 24 | $20.2B | $22.9B | ||
| Q2 24 | $18.6B | $22.9B |
负债/权益比CTSHTEL
| Q1 26 | 0.04× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | $858.0M | $865.0M |
| 自由现金流经营现金流 - 资本支出 | $781.0M | $607.0M |
| 自由现金流率自由现金流/营收 | 14.6% | 13.0% |
| 资本支出强度资本支出/营收 | — | 5.5% |
| 现金转化率经营现金流/净利润 | 1.32× | 1.15× |
| 过去12个月自由现金流最近4个季度 | $3.1B | $3.1B |
8季度趋势，按日历期对齐
经营现金流CTSHTEL
| Q1 26 | $858.0M | — | ||
| Q4 25 | $858.0M | $865.0M | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $398.0M | $1.2B | ||
| Q1 25 | $400.0M | $653.0M | ||
| Q4 24 | $920.0M | $878.0M | ||
| Q3 24 | $847.0M | $1.0B | ||
| Q2 24 | $262.0M | $1.0B |
自由现金流CTSHTEL
| Q1 26 | $781.0M | — | ||
| Q4 25 | $781.0M | $607.0M | ||
| Q3 25 | $1.2B | $1.1B | ||
| Q2 25 | $331.0M | $957.0M | ||
| Q1 25 | $323.0M | $423.0M | ||
| Q4 24 | $837.0M | $673.0M | ||
| Q3 24 | $791.0M | $829.0M | ||
| Q2 24 | $183.0M | $857.0M |
自由现金流率CTSHTEL
| Q1 26 | 14.6% | — | ||
| Q4 25 | 14.6% | 13.0% | ||
| Q3 25 | 21.4% | 24.2% | ||
| Q2 25 | 6.3% | 21.1% | ||
| Q1 25 | 6.3% | 10.2% | ||
| Q4 24 | 16.5% | 17.5% | ||
| Q3 24 | 15.7% | 20.4% | ||
| Q2 24 | 3.8% | 21.5% |
资本支出强度CTSHTEL
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 5.5% | ||
| Q3 25 | 1.2% | 5.7% | ||
| Q2 25 | 1.3% | 5.1% | ||
| Q1 25 | 1.5% | 5.6% | ||
| Q4 24 | 1.6% | 5.3% | ||
| Q3 24 | 1.1% | 5.2% | ||
| Q2 24 | 1.6% | 3.7% |
现金转化率CTSHTEL
| Q1 26 | 1.32× | — | ||
| Q4 25 | 1.32× | 1.15× | ||
| Q3 25 | 4.48× | 2.14× | ||
| Q2 25 | 0.62× | 1.86× | ||
| Q1 25 | 0.60× | 50.23× | ||
| Q4 24 | 1.68× | 1.66× | ||
| Q3 24 | 1.46× | 3.78× | ||
| Q2 24 | 0.46× | 1.76× |
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
CTSH
| Health Sciences | $1.6B | 30% |
| Financial Services | $1.6B | 30% |
| Products and Resources | $1.3B | 25% |
| Communications, Media and Technology | $808.0M | 15% |
TEL
| Automotive Industry End Market | $1.9B | 40% |
| Digital Data Networks | $707.0M | 15% |
| Automation And Connected Living Industry End Market | $549.0M | 12% |
| Energy Industry End Market | $406.0M | 9% |
| Aerospace Defense And Marine Industry End Market | $381.0M | 8% |
| Commercial Transportation Industry End Market | $370.0M | 8% |
| Sensors Industry End Market | $212.0M | 5% |
| Medical Industry End Market | $159.0M | 3% |
