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Dover Corporation(DOV)与豪梅特航空航天(HWM)财务数据对比。点击上方公司名可切换其他公司
豪梅特航空航天的季度营收约是Dover Corporation的1.0倍($2.2B vs $2.1B),豪梅特航空航天净利率更高(17.2% vs 13.4%,领先3.7%),豪梅特航空航天同比增速更快(14.6% vs 12.5%),过去两年豪梅特航空航天的营收复合增速更高(9.0% vs -1.8%)
美国工业产品综合性制造集团,1955年成立,总部位于伊利诺伊州唐纳斯格罗夫。旗下业务分为工程产品、清洁能源与加注、成像与识别、泵与工艺解决方案、气候与可持续技术五大板块,为标普500指数成分股,纽交所交易代码DOV,2024年位列财富榜单第448位。
豪梅特航空航天是总部位于美国宾夕法尼亚州匹兹堡的航空航天企业,专业生产喷气发动机零部件、航空紧固件、航空用钛合金结构件,同时为重型卡车供应高性能锻造铝轮产品。
DOV vs HWM — 直观对比
营收规模更大
HWM
是对方的1.0倍
$2.1B
营收增速更快
HWM
高出2.2%
12.5%
净利率更高
HWM
高出3.7%
13.4%
两年增速更快
HWM
近两年复合增速
-1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $2.1B | $2.2B |
| 净利润 | $282.1M | $372.0M |
| 毛利率 | 39.1% | — |
| 营业利润率 | 16.5% | 22.6% |
| 净利率 | 13.4% | 17.2% |
| 营收同比 | 12.5% | 14.6% |
| 净利润同比 | 22.2% | 18.5% |
| 每股收益(稀释后) | $2.06 | $0.92 |
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
DOV
HWM
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $2.2B | ||
| Q3 25 | $2.1B | $2.1B | ||
| Q2 25 | $2.0B | $2.1B | ||
| Q1 25 | $1.9B | $1.9B | ||
| Q4 24 | $1.5B | $1.9B | ||
| Q3 24 | $2.0B | $1.8B | ||
| Q2 24 | $2.2B | $1.9B |
净利润
DOV
HWM
| Q1 26 | $282.1M | — | ||
| Q4 25 | $282.1M | $372.0M | ||
| Q3 25 | $302.0M | $385.0M | ||
| Q2 25 | $279.1M | $407.0M | ||
| Q1 25 | $230.8M | $344.0M | ||
| Q4 24 | $1.4B | $314.0M | ||
| Q3 24 | $347.1M | $332.0M | ||
| Q2 24 | $281.8M | $266.0M |
毛利率
DOV
HWM
| Q1 26 | 39.1% | — | ||
| Q4 25 | 39.1% | — | ||
| Q3 25 | 40.1% | — | ||
| Q2 25 | 39.9% | — | ||
| Q1 25 | 40.0% | — | ||
| Q4 24 | 41.4% | — | ||
| Q3 24 | 38.5% | — | ||
| Q2 24 | 37.7% | — |
营业利润率
DOV
HWM
| Q1 26 | 16.5% | — | ||
| Q4 25 | 16.5% | 22.6% | ||
| Q3 25 | 18.2% | 25.9% | ||
| Q2 25 | 17.3% | 25.4% | ||
| Q1 25 | 15.9% | 25.4% | ||
| Q4 24 | 14.0% | 23.5% | ||
| Q3 24 | 16.8% | 22.9% | ||
| Q2 24 | 17.0% | 21.2% |
净利率
DOV
HWM
| Q1 26 | 13.4% | — | ||
| Q4 25 | 13.4% | 17.2% | ||
| Q3 25 | 14.5% | 18.4% | ||
| Q2 25 | 13.6% | 19.8% | ||
| Q1 25 | 12.4% | 17.7% | ||
| Q4 24 | 96.4% | 16.6% | ||
| Q3 24 | 17.5% | 18.1% | ||
| Q2 24 | 12.9% | 14.1% |
每股收益(稀释后)
DOV
HWM
| Q1 26 | $2.06 | — | ||
| Q4 25 | $2.06 | $0.92 | ||
| Q3 25 | $2.19 | $0.95 | ||
| Q2 25 | $2.02 | $1.00 | ||
| Q1 25 | $1.67 | $0.84 | ||
| Q4 24 | $10.38 | $0.76 | ||
| Q3 24 | $2.51 | $0.81 | ||
| Q2 24 | $2.04 | $0.65 |
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 | — | $742.0M |
| 总债务越低越好 | $3.3B | $3.0B |
| 股东权益账面价值 | $7.4B | $5.4B |
| 总资产 | $13.4B | $11.2B |
| 负债/权益比越低杠杆越低 | 0.45× | 0.57× |
8季度趋势,按日历期对齐
现金及短期投资
DOV
HWM
| Q1 26 | — | — | ||
| Q4 25 | — | $742.0M | ||
| Q3 25 | — | $659.0M | ||
| Q2 25 | — | $545.0M | ||
| Q1 25 | — | $536.0M | ||
| Q4 24 | — | $564.0M | ||
| Q3 24 | — | $475.0M | ||
| Q2 24 | — | $752.0M |
总债务
DOV
HWM
| Q1 26 | $3.3B | — | ||
| Q4 25 | $3.3B | $3.0B | ||
| Q3 25 | $3.1B | $3.2B | ||
| Q2 25 | $3.1B | $3.3B | ||
| Q1 25 | $3.0B | $3.3B | ||
| Q4 24 | $2.9B | $3.3B | ||
| Q3 24 | $3.0B | $3.4B | ||
| Q2 24 | $3.0B | $3.7B |
股东权益
DOV
HWM
| Q1 26 | $7.4B | — | ||
| Q4 25 | $7.4B | $5.4B | ||
| Q3 25 | $7.7B | $5.1B | ||
| Q2 25 | $7.4B | $5.0B | ||
| Q1 25 | $7.1B | $4.8B | ||
| Q4 24 | $7.0B | $4.6B | ||
| Q3 24 | $5.7B | $4.5B | ||
| Q2 24 | $5.4B | $4.3B |
总资产
DOV
HWM
| Q1 26 | $13.4B | — | ||
| Q4 25 | $13.4B | $11.2B | ||
| Q3 25 | $13.4B | $11.2B | ||
| Q2 25 | $13.2B | $11.0B | ||
| Q1 25 | $12.6B | $10.8B | ||
| Q4 24 | $12.5B | $10.5B | ||
| Q3 24 | $11.9B | $10.6B | ||
| Q2 24 | $11.3B | $10.7B |
负债/权益比
DOV
HWM
| Q1 26 | 0.45× | — | ||
| Q4 25 | 0.45× | 0.57× | ||
| Q3 25 | 0.40× | 0.62× | ||
| Q2 25 | 0.41× | 0.65× | ||
| Q1 25 | 0.42× | 0.69× | ||
| Q4 24 | 0.42× | 0.73× | ||
| Q3 24 | 0.53× | 0.75× | ||
| Q2 24 | 0.55× | 0.86× |
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 | — | $654.0M |
| 自由现金流经营现金流 - 资本支出 | — | $530.0M |
| 自由现金流率自由现金流/营收 | — | 24.4% |
| 资本支出强度资本支出/营收 | — | 5.7% |
| 现金转化率经营现金流/净利润 | — | 1.76× |
| 过去12个月自由现金流最近4个季度 | — | $1.4B |
8季度趋势,按日历期对齐
经营现金流
DOV
HWM
| Q1 26 | — | — | ||
| Q4 25 | $543.9M | $654.0M | ||
| Q3 25 | $424.2M | $531.0M | ||
| Q2 25 | $212.3M | $446.0M | ||
| Q1 25 | $157.5M | $253.0M | ||
| Q4 24 | $439.0M | $480.0M | ||
| Q3 24 | $353.2M | $244.0M | ||
| Q2 24 | $203.7M | $397.0M |
自由现金流
DOV
HWM
| Q1 26 | — | — | ||
| Q4 25 | $487.0M | $530.0M | ||
| Q3 25 | $370.1M | $423.0M | ||
| Q2 25 | $151.4M | $344.0M | ||
| Q1 25 | $109.3M | $134.0M | ||
| Q4 24 | $385.0M | $378.0M | ||
| Q3 24 | $325.0M | $162.0M | ||
| Q2 24 | $162.8M | $342.0M |
自由现金流率
DOV
HWM
| Q1 26 | — | — | ||
| Q4 25 | 23.2% | 24.4% | ||
| Q3 25 | 17.8% | 20.2% | ||
| Q2 25 | 7.4% | 16.8% | ||
| Q1 25 | 5.9% | 6.9% | ||
| Q4 24 | 25.8% | 20.0% | ||
| Q3 24 | 16.4% | 8.8% | ||
| Q2 24 | 7.5% | 18.2% |
资本支出强度
DOV
HWM
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 5.7% | ||
| Q3 25 | 2.6% | 5.2% | ||
| Q2 25 | 3.0% | 5.0% | ||
| Q1 25 | 2.6% | 6.1% | ||
| Q4 24 | 3.6% | 5.4% | ||
| Q3 24 | 1.4% | 4.5% | ||
| Q2 24 | 1.9% | 2.9% |
现金转化率
DOV
HWM
| Q1 26 | — | — | ||
| Q4 25 | 1.93× | 1.76× | ||
| Q3 25 | 1.40× | 1.38× | ||
| Q2 25 | 0.76× | 1.10× | ||
| Q1 25 | 0.68× | 0.74× | ||
| Q4 24 | 0.31× | 1.53× | ||
| Q3 24 | 1.02× | 0.73× | ||
| Q2 24 | 0.72× | 1.49× |
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
DOV
暂无分部数据
HWM
| Engine Products Segment | $1.2B | 54% |
| Fastening Systems | $454.0M | 21% |
| Forged Wheels | $264.0M | 12% |
| Aerospace Defense | $236.0M | 11% |
| Commercial Transportation | $46.0M | 2% |