vs
Dover Corporation(DOV)与拉夫劳伦(RL)财务数据对比。点击上方公司名可切换其他公司
拉夫劳伦的季度营收约是Dover Corporation的1.1倍($2.4B vs $2.1B),拉夫劳伦净利率更高(15.0% vs 13.4%,领先1.6%),Dover Corporation同比增速更快(12.5% vs 12.2%),过去两年拉夫劳伦的营收复合增速更高(23.9% 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。
拉夫劳伦是源自美国的跨国时尚巨头,旗下同名高端时尚品牌风靡全球,企业规模达数十亿美元。品牌创始人拉夫劳伦于2015年9月卸任首席执行官,仍留任执行董事长兼首席创意官,主导品牌创意与整体发展方向。
DOV vs RL — 直观对比
营收规模更大
RL
是对方的1.1倍
$2.1B
营收增速更快
DOV
高出0.2%
12.2%
净利率更高
RL
高出1.6%
13.4%
两年增速更快
RL
近两年复合增速
-1.8%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.1B | $2.4B |
| 净利润 | $282.1M | $361.6M |
| 毛利率 | 39.1% | 69.9% |
| 营业利润率 | 16.5% | 19.6% |
| 净利率 | 13.4% | 15.0% |
| 营收同比 | 12.5% | 12.2% |
| 净利润同比 | 22.2% | 21.6% |
| 每股收益(稀释后) | $2.06 | $5.82 |
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
RL
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $2.4B | ||
| Q3 25 | $2.1B | $2.0B | ||
| Q2 25 | $2.0B | $1.7B | ||
| Q1 25 | $1.9B | $1.7B | ||
| Q4 24 | $1.5B | $2.1B | ||
| Q3 24 | $2.0B | $1.7B | ||
| Q2 24 | $2.2B | $1.5B |
净利润
DOV
RL
| Q1 26 | $282.1M | — | ||
| Q4 25 | $282.1M | $361.6M | ||
| Q3 25 | $302.0M | $207.5M | ||
| Q2 25 | $279.1M | $220.4M | ||
| Q1 25 | $230.8M | $129.0M | ||
| Q4 24 | $1.4B | $297.4M | ||
| Q3 24 | $347.1M | $147.9M | ||
| Q2 24 | $281.8M | $168.6M |
毛利率
DOV
RL
| Q1 26 | 39.1% | — | ||
| Q4 25 | 39.1% | 69.9% | ||
| Q3 25 | 40.1% | 68.0% | ||
| Q2 25 | 39.9% | 72.3% | ||
| Q1 25 | 40.0% | 68.7% | ||
| Q4 24 | 41.4% | 68.4% | ||
| Q3 24 | 38.5% | 67.0% | ||
| Q2 24 | 37.7% | 70.5% |
营业利润率
DOV
RL
| Q1 26 | 16.5% | — | ||
| Q4 25 | 16.5% | 19.6% | ||
| Q3 25 | 18.2% | 12.2% | ||
| Q2 25 | 17.3% | 15.9% | ||
| Q1 25 | 15.9% | 9.1% | ||
| Q4 24 | 14.0% | 18.2% | ||
| Q3 24 | 16.8% | 10.4% | ||
| Q2 24 | 17.0% | 13.8% |
净利率
DOV
RL
| Q1 26 | 13.4% | — | ||
| Q4 25 | 13.4% | 15.0% | ||
| Q3 25 | 14.5% | 10.3% | ||
| Q2 25 | 13.6% | 12.8% | ||
| Q1 25 | 12.4% | 7.6% | ||
| Q4 24 | 96.4% | 13.9% | ||
| Q3 24 | 17.5% | 8.6% | ||
| Q2 24 | 12.9% | 11.1% |
每股收益(稀释后)
DOV
RL
| Q1 26 | $2.06 | — | ||
| Q4 25 | $2.06 | $5.82 | ||
| Q3 25 | $2.19 | $3.32 | ||
| Q2 25 | $2.02 | $3.52 | ||
| Q1 25 | $1.67 | $2.03 | ||
| Q4 24 | $10.38 | $4.66 | ||
| Q3 24 | $2.51 | $2.31 | ||
| Q2 24 | $2.04 | $2.61 |
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 | — | $2.3B |
| 总债务越低越好 | $3.3B | — |
| 股东权益账面价值 | $7.4B | $2.9B |
| 总资产 | $13.4B | $7.8B |
| 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
DOV
RL
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $1.8B |
总债务
DOV
RL
| 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
DOV
RL
| Q1 26 | $7.4B | — | ||
| Q4 25 | $7.4B | $2.9B | ||
| Q3 25 | $7.7B | $2.6B | ||
| Q2 25 | $7.4B | $2.5B | ||
| Q1 25 | $7.1B | $2.6B | ||
| Q4 24 | $7.0B | $2.5B | ||
| Q3 24 | $5.7B | $2.4B | ||
| Q2 24 | $5.4B | $2.4B |
总资产
DOV
RL
| Q1 26 | $13.4B | — | ||
| Q4 25 | $13.4B | $7.8B | ||
| Q3 25 | $13.4B | $7.3B | ||
| Q2 25 | $13.2B | $7.8B | ||
| Q1 25 | $12.6B | $7.0B | ||
| Q4 24 | $12.5B | $7.1B | ||
| Q3 24 | $11.9B | $6.8B | ||
| Q2 24 | $11.3B | $6.6B |
负债/权益比
DOV
RL
| 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 | — | $779.6M |
| 自由现金流经营现金流 - 资本支出 | — | $704.0M |
| 自由现金流率自由现金流/营收 | — | 29.3% |
| 资本支出强度资本支出/营收 | — | 3.1% |
| 现金转化率经营现金流/净利润 | — | 2.16× |
| 过去12个月自由现金流最近4个季度 | — | $694.5M |
8季度趋势,按日历期对齐
经营现金流
DOV
RL
| Q1 26 | — | — | ||
| Q4 25 | $543.9M | $779.6M | ||
| Q3 25 | $424.2M | $53.2M | ||
| Q2 25 | $212.3M | $176.1M | ||
| Q1 25 | $157.5M | $122.2M | ||
| Q4 24 | $439.0M | $738.4M | ||
| Q3 24 | $353.2M | $97.2M | ||
| Q2 24 | $203.7M | $277.3M |
自由现金流
DOV
RL
| Q1 26 | — | — | ||
| Q4 25 | $487.0M | $704.0M | ||
| Q3 25 | $370.1M | $-40.6M | ||
| Q2 25 | $151.4M | $-11.2M | ||
| Q1 25 | $109.3M | $42.3M | ||
| Q4 24 | $385.0M | $677.2M | ||
| Q3 24 | $325.0M | $55.5M | ||
| Q2 24 | $162.8M | $243.9M |
自由现金流率
DOV
RL
| Q1 26 | — | — | ||
| Q4 25 | 23.2% | 29.3% | ||
| Q3 25 | 17.8% | -2.0% | ||
| Q2 25 | 7.4% | -0.7% | ||
| Q1 25 | 5.9% | 2.5% | ||
| Q4 24 | 25.8% | 31.6% | ||
| Q3 24 | 16.4% | 3.2% | ||
| Q2 24 | 7.5% | 16.1% |
资本支出强度
DOV
RL
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 3.1% | ||
| Q3 25 | 2.6% | 4.7% | ||
| Q2 25 | 3.0% | 10.9% | ||
| Q1 25 | 2.6% | 4.7% | ||
| Q4 24 | 3.6% | 2.9% | ||
| Q3 24 | 1.4% | 2.4% | ||
| Q2 24 | 1.9% | 2.2% |
现金转化率
DOV
RL
| Q1 26 | — | — | ||
| Q4 25 | 1.93× | 2.16× | ||
| Q3 25 | 1.40× | 0.26× | ||
| Q2 25 | 0.76× | 0.80× | ||
| Q1 25 | 0.68× | 0.95× | ||
| Q4 24 | 0.31× | 2.48× | ||
| Q3 24 | 1.02× | 0.66× | ||
| Q2 24 | 0.72× | 1.64× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图