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Dover Corporation（DOV）与LKQ Corporation（LKQ）财务数据对比。点击上方公司名可切换其他公司
LKQ Corporation的季度营收约是Dover Corporation的1.5倍（$3.0B vs $2.1B），Dover Corporation净利率更高（13.4% vs 2.2%，领先11.3%），Dover Corporation同比增速更快（12.5% vs -9.2%），过去两年Dover Corporation的营收复合增速更高（-1.8% vs -9.3%）
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。
LKQ Corporation是来自美国的汽车及其他车辆替代性、特种零配件供应商，主营业务为各类车辆维修、改装所需的替换系统、组件、设备及零配件销售，服务覆盖乘用车、卡车、休闲车、性能车等多种车型，业务网络遍及北美、欧洲及中国台湾地区。
DOV vs LKQ — 直观对比
营收规模更大
LKQ
是对方的1.5倍
$2.1B
营收增速更快
DOV
高出21.7%
-9.2%
净利率更高
DOV
高出11.3%
2.2%
两年增速更快
DOV
近两年复合增速
-9.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $3.0B |
| 净利润 | $282.1M | $66.0M |
| 毛利率 | 39.1% | 37.2% |
| 营业利润率 | 16.5% | 3.9% |
| 净利率 | 13.4% | 2.2% |
| 营收同比 | 12.5% | -9.2% |
| 净利润同比 | 22.2% | -58.0% |
| 每股收益（稀释后） | $2.06 | $0.25 |
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DOVLKQ
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $3.0B | ||
| Q3 25 | $2.1B | $3.5B | ||
| Q2 25 | $2.0B | $3.6B | ||
| Q1 25 | $1.9B | $3.5B | ||
| Q4 24 | $1.5B | $3.4B | ||
| Q3 24 | $2.0B | $3.6B | ||
| Q2 24 | $2.2B | $3.7B |
净利润DOVLKQ
| Q1 26 | $282.1M | — | ||
| Q4 25 | $282.1M | $66.0M | ||
| Q3 25 | $302.0M | $180.0M | ||
| Q2 25 | $279.1M | $193.0M | ||
| Q1 25 | $230.8M | $169.0M | ||
| Q4 24 | $1.4B | $157.0M | ||
| Q3 24 | $347.1M | $192.0M | ||
| Q2 24 | $281.8M | $186.0M |
毛利率DOVLKQ
| Q1 26 | 39.1% | — | ||
| Q4 25 | 39.1% | 37.2% | ||
| Q3 25 | 40.1% | 38.3% | ||
| Q2 25 | 39.9% | 38.8% | ||
| Q1 25 | 40.0% | 39.8% | ||
| Q4 24 | 41.4% | 39.5% | ||
| Q3 24 | 38.5% | 38.9% | ||
| Q2 24 | 37.7% | 38.8% |
营业利润率DOVLKQ
| Q1 26 | 16.5% | — | ||
| Q4 25 | 16.5% | 3.9% | ||
| Q3 25 | 18.2% | 7.8% | ||
| Q2 25 | 17.3% | 8.6% | ||
| Q1 25 | 15.9% | 8.3% | ||
| Q4 24 | 14.0% | 8.1% | ||
| Q3 24 | 16.8% | 8.6% | ||
| Q2 24 | 17.0% | 8.9% |
净利率DOVLKQ
| Q1 26 | 13.4% | — | ||
| Q4 25 | 13.4% | 2.2% | ||
| Q3 25 | 14.5% | 5.1% | ||
| Q2 25 | 13.6% | 5.3% | ||
| Q1 25 | 12.4% | 4.9% | ||
| Q4 24 | 96.4% | 4.7% | ||
| Q3 24 | 17.5% | 5.4% | ||
| Q2 24 | 12.9% | 5.0% |
每股收益（稀释后）DOVLKQ
| Q1 26 | $2.06 | — | ||
| Q4 25 | $2.06 | $0.25 | ||
| Q3 25 | $2.19 | $0.70 | ||
| Q2 25 | $2.02 | $0.75 | ||
| Q1 25 | $1.67 | $0.65 | ||
| Q4 24 | $10.38 | $0.60 | ||
| Q3 24 | $2.51 | $0.73 | ||
| Q2 24 | $2.04 | $0.70 |
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 | — | $319.0M |
| 总债务越低越好 | $3.3B | — |
| 股东权益账面价值 | $7.4B | $6.5B |
| 总资产 | $13.4B | $15.1B |
| 负债/权益比越低杠杆越低 | 0.45× | — |
8季度趋势，按日历期对齐
现金及短期投资DOVLKQ
| Q1 26 | — | — | ||
| Q4 25 | — | $319.0M | ||
| Q3 25 | — | $289.0M | ||
| Q2 25 | — | $289.0M | ||
| Q1 25 | — | $227.0M | ||
| Q4 24 | — | $234.0M | ||
| Q3 24 | — | $353.0M | ||
| Q2 24 | — | $276.0M |
总债务DOVLKQ
| Q1 26 | $3.3B | — | ||
| Q4 25 | $3.3B | — | ||
| Q3 25 | $3.1B | — | ||
| Q2 25 | $3.1B | — | ||
| Q1 25 | $3.0B | — | ||
| Q4 24 | $2.9B | — | ||
| Q3 24 | $3.0B | — | ||
| Q2 24 | $3.0B | — |
股东权益DOVLKQ
| Q1 26 | $7.4B | — | ||
| Q4 25 | $7.4B | $6.5B | ||
| Q3 25 | $7.7B | $6.6B | ||
| Q2 25 | $7.4B | $6.5B | ||
| Q1 25 | $7.1B | $6.2B | ||
| Q4 24 | $7.0B | $6.0B | ||
| Q3 24 | $5.7B | $6.2B | ||
| Q2 24 | $5.4B | $6.1B |
总资产DOVLKQ
| Q1 26 | $13.4B | — | ||
| Q4 25 | $13.4B | $15.1B | ||
| Q3 25 | $13.4B | $15.6B | ||
| Q2 25 | $13.2B | $15.9B | ||
| Q1 25 | $12.6B | $15.5B | ||
| Q4 24 | $12.5B | $15.0B | ||
| Q3 24 | $11.9B | $15.5B | ||
| Q2 24 | $11.3B | $15.2B |
负债/权益比DOVLKQ
| Q1 26 | 0.45× | — | ||
| Q4 25 | 0.45× | — | ||
| Q3 25 | 0.40× | — | ||
| Q2 25 | 0.41× | — | ||
| Q1 25 | 0.42× | — | ||
| Q4 24 | 0.42× | — | ||
| Q3 24 | 0.53× | — | ||
| Q2 24 | 0.55× | — |
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 | — | $330.0M |
| 自由现金流经营现金流 - 资本支出 | — | $274.0M |
| 自由现金流率自由现金流/营收 | — | 9.0% |
| 资本支出强度资本支出/营收 | — | 1.8% |
| 现金转化率经营现金流/净利润 | — | 5.00× |
| 过去12个月自由现金流最近4个季度 | — | $847.0M |
8季度趋势，按日历期对齐
经营现金流DOVLKQ
| Q1 26 | — | — | ||
| Q4 25 | $543.9M | $330.0M | ||
| Q3 25 | $424.2M | $440.0M | ||
| Q2 25 | $212.3M | $296.0M | ||
| Q1 25 | $157.5M | $-3.0M | ||
| Q4 24 | $439.0M | $235.0M | ||
| Q3 24 | $353.2M | $420.0M | ||
| Q2 24 | $203.7M | $213.0M |
自由现金流DOVLKQ
| Q1 26 | — | — | ||
| Q4 25 | $487.0M | $274.0M | ||
| Q3 25 | $370.1M | $387.0M | ||
| Q2 25 | $151.4M | $243.0M | ||
| Q1 25 | $109.3M | $-57.0M | ||
| Q4 24 | $385.0M | $149.0M | ||
| Q3 24 | $325.0M | $341.0M | ||
| Q2 24 | $162.8M | $133.0M |
自由现金流率DOVLKQ
| Q1 26 | — | — | ||
| Q4 25 | 23.2% | 9.0% | ||
| Q3 25 | 17.8% | 11.1% | ||
| Q2 25 | 7.4% | 6.7% | ||
| Q1 25 | 5.9% | -1.6% | ||
| Q4 24 | 25.8% | 4.4% | ||
| Q3 24 | 16.4% | 9.5% | ||
| Q2 24 | 7.5% | 3.6% |
资本支出强度DOVLKQ
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 1.8% | ||
| Q3 25 | 2.6% | 1.5% | ||
| Q2 25 | 3.0% | 1.5% | ||
| Q1 25 | 2.6% | 1.6% | ||
| Q4 24 | 3.6% | 2.6% | ||
| Q3 24 | 1.4% | 2.2% | ||
| Q2 24 | 1.9% | 2.2% |
现金转化率DOVLKQ
| Q1 26 | — | — | ||
| Q4 25 | 1.93× | 5.00× | ||
| Q3 25 | 1.40× | 2.44× | ||
| Q2 25 | 0.76× | 1.53× | ||
| Q1 25 | 0.68× | -0.02× | ||
| Q4 24 | 0.31× | 1.50× | ||
| Q3 24 | 1.02× | 2.19× | ||
| Q2 24 | 0.72× | 1.15× |
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
LKQ
| Partsand Services Domain | $1.3B | 42% |
| Other | $1.2B | 40% |
| DE | $463.0M | 15% |
| Other Revenue | $85.0M | 3% |
