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Dover Corporation（DOV）与ServiceNow（NOW）财务数据对比。点击上方公司名可切换其他公司
ServiceNow的季度营收约是Dover Corporation的1.8倍（$3.8B vs $2.1B），Dover Corporation净利率更高（13.4% vs 12.4%，领先1.0%），Dover Corporation同比增速更快（12.5% vs 2.8%），过去两年ServiceNow的营收复合增速更高（19.8% 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。
ServiceNow是2003年由弗雷德·卢迪在美国加利福尼亚州圣克拉拉创立的软件企业，主打云计算平台产品，可支持企业搭建及管理自动化业务工作流。公司于纽交所上市，现为标普100及标普500指数成分股。
DOV vs NOW — 直观对比
营收规模更大
NOW
是对方的1.8倍
$2.1B
营收增速更快
DOV
高出9.7%
2.8%
净利率更高
DOV
高出1.0%
12.4%
两年增速更快
NOW
近两年复合增速
-1.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $3.8B |
| 净利润 | $282.1M | $469.0M |
| 毛利率 | 39.1% | 75.1% |
| 营业利润率 | 16.5% | 13.3% |
| 净利率 | 13.4% | 12.4% |
| 营收同比 | 12.5% | 2.8% |
| 净利润同比 | 22.2% | -53.7% |
| 每股收益（稀释后） | $2.06 | $1.04 |
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DOVNOW
| Q1 26 | $2.1B | $3.8B | ||
| Q4 25 | $2.1B | $3.6B | ||
| Q3 25 | $2.1B | $3.4B | ||
| Q2 25 | $2.0B | $3.2B | ||
| Q1 25 | $1.9B | $3.1B | ||
| Q4 24 | $1.5B | $3.0B | ||
| Q3 24 | $2.0B | $2.8B | ||
| Q2 24 | $2.2B | $2.6B |
净利润DOVNOW
| Q1 26 | $282.1M | $469.0M | ||
| Q4 25 | $282.1M | $401.0M | ||
| Q3 25 | $302.0M | $502.0M | ||
| Q2 25 | $279.1M | $385.0M | ||
| Q1 25 | $230.8M | $460.0M | ||
| Q4 24 | $1.4B | $384.0M | ||
| Q3 24 | $347.1M | $432.0M | ||
| Q2 24 | $281.8M | $262.0M |
毛利率DOVNOW
| Q1 26 | 39.1% | 75.1% | ||
| Q4 25 | 39.1% | 76.6% | ||
| Q3 25 | 40.1% | 77.3% | ||
| Q2 25 | 39.9% | 77.5% | ||
| Q1 25 | 40.0% | 78.9% | ||
| Q4 24 | 41.4% | 78.7% | ||
| Q3 24 | 38.5% | 79.1% | ||
| Q2 24 | 37.7% | 79.0% |
营业利润率DOVNOW
| Q1 26 | 16.5% | 13.3% | ||
| Q4 25 | 16.5% | 12.4% | ||
| Q3 25 | 18.2% | 16.8% | ||
| Q2 25 | 17.3% | 11.1% | ||
| Q1 25 | 15.9% | 14.6% | ||
| Q4 24 | 14.0% | 12.6% | ||
| Q3 24 | 16.8% | 14.9% | ||
| Q2 24 | 17.0% | 9.1% |
净利率DOVNOW
| Q1 26 | 13.4% | 12.4% | ||
| Q4 25 | 13.4% | 11.2% | ||
| Q3 25 | 14.5% | 14.7% | ||
| Q2 25 | 13.6% | 12.0% | ||
| Q1 25 | 12.4% | 14.9% | ||
| Q4 24 | 96.4% | 13.0% | ||
| Q3 24 | 17.5% | 15.4% | ||
| Q2 24 | 12.9% | 10.0% |
每股收益（稀释后）DOVNOW
| Q1 26 | $2.06 | $1.04 | ||
| Q4 25 | $2.06 | $-4.77 | ||
| Q3 25 | $2.19 | $2.40 | ||
| Q2 25 | $2.02 | $1.84 | ||
| Q1 25 | $1.67 | $2.20 | ||
| Q4 24 | $10.38 | $1.84 | ||
| Q3 24 | $2.51 | $2.07 | ||
| Q2 24 | $2.04 | $1.26 |
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 | — | $2.7B |
| 总债务越低越好 | $3.3B | — |
| 股东权益账面价值 | $7.4B | $11.7B |
| 总资产 | $13.4B | $24.4B |
| 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DOVNOW
| Q1 26 | — | $2.7B | ||
| Q4 25 | — | $3.7B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | $3.4B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.2B |
总债务DOVNOW
| 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DOVNOW
| Q1 26 | $7.4B | $11.7B | ||
| Q4 25 | $7.4B | $13.0B | ||
| Q3 25 | $7.7B | $11.3B | ||
| Q2 25 | $7.4B | $10.9B | ||
| Q1 25 | $7.1B | $10.1B | ||
| Q4 24 | $7.0B | $9.6B | ||
| Q3 24 | $5.7B | $9.3B | ||
| Q2 24 | $5.4B | $8.7B |
总资产DOVNOW
| Q1 26 | $13.4B | $24.4B | ||
| Q4 25 | $13.4B | $26.0B | ||
| Q3 25 | $13.4B | $21.8B | ||
| Q2 25 | $13.2B | $22.1B | ||
| Q1 25 | $12.6B | $21.0B | ||
| Q4 24 | $12.5B | $20.4B | ||
| Q3 24 | $11.9B | $18.4B | ||
| Q2 24 | $11.3B | $18.2B |
负债/权益比DOVNOW
| 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 | — | $1.7B |
| 自由现金流经营现金流 - 资本支出 | — | $1.7B |
| 自由现金流率自由现金流/营收 | — | 44.2% |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 3.56× |
| 过去12个月自由现金流最近4个季度 | — | $4.8B |
8季度趋势，按日历期对齐
经营现金流DOVNOW
| Q1 26 | — | $1.7B | ||
| Q4 25 | $543.9M | $2.2B | ||
| Q3 25 | $424.2M | $813.0M | ||
| Q2 25 | $212.3M | $716.0M | ||
| Q1 25 | $157.5M | $1.7B | ||
| Q4 24 | $439.0M | $1.6B | ||
| Q3 24 | $353.2M | $671.0M | ||
| Q2 24 | $203.7M | $620.0M |
自由现金流DOVNOW
| Q1 26 | — | $1.7B | ||
| Q4 25 | $487.0M | $2.0B | ||
| Q3 25 | $370.1M | $578.0M | ||
| Q2 25 | $151.4M | $526.0M | ||
| Q1 25 | $109.3M | $1.5B | ||
| Q4 24 | $385.0M | $1.4B | ||
| Q3 24 | $325.0M | $469.0M | ||
| Q2 24 | $162.8M | $358.0M |
自由现金流率DOVNOW
| Q1 26 | — | 44.2% | ||
| Q4 25 | 23.2% | 56.1% | ||
| Q3 25 | 17.8% | 17.0% | ||
| Q2 25 | 7.4% | 16.4% | ||
| Q1 25 | 5.9% | 47.7% | ||
| Q4 24 | 25.8% | 46.7% | ||
| Q3 24 | 16.4% | 16.8% | ||
| Q2 24 | 7.5% | 13.6% |
资本支出强度DOVNOW
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 6.7% | ||
| Q3 25 | 2.6% | 6.9% | ||
| Q2 25 | 3.0% | 5.9% | ||
| Q1 25 | 2.6% | 6.6% | ||
| Q4 24 | 3.6% | 8.6% | ||
| Q3 24 | 1.4% | 7.2% | ||
| Q2 24 | 1.9% | 10.0% |
现金转化率DOVNOW
| Q1 26 | — | 3.56× | ||
| Q4 25 | 1.93× | 5.58× | ||
| Q3 25 | 1.40× | 1.62× | ||
| Q2 25 | 0.76× | 1.86× | ||
| Q1 25 | 0.68× | 3.65× | ||
| Q4 24 | 0.31× | 4.26× | ||
| Q3 24 | 1.02× | 1.55× | ||
| Q2 24 | 0.72× | 2.37× |
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
NOW
| Subscription revenues | $3.7B | 97% |
| Other | $80.5M | 2% |
| Professional services and other revenues | $18.5M | 0% |
