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Dover Corporation（DOV）与SELECT MEDICAL HOLDINGS CORP（SEM）财务数据对比。点击上方公司名可切换其他公司
Dover Corporation的季度营收约是SELECT MEDICAL HOLDINGS CORP的1.5倍（$2.1B vs $1.4B），Dover Corporation净利率更高（13.4% vs 1.4%，领先12.0%），Dover Corporation同比增速更快（12.5% vs 6.4%），过去两年SELECT MEDICAL HOLDINGS CORP的营收复合增速更高（2.8% 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。
Select Medical是总部位于美国宾夕法尼亚州的医疗健康企业，业务涵盖长期急症护理、住院康复医院运营，同时开设有职业健康与物理治疗诊所，母公司Select Medical Holdings在纽约证券交易所挂牌上市。
DOV vs SEM — 直观对比
营收规模更大
DOV
是对方的1.5倍
$1.4B
营收增速更快
DOV
高出6.1%
6.4%
净利率更高
DOV
高出12.0%
1.4%
两年增速更快
SEM
近两年复合增速
-1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $1.4B |
| 净利润 | $282.1M | $20.2M |
| 毛利率 | 39.1% | — |
| 营业利润率 | 16.5% | 4.6% |
| 净利率 | 13.4% | 1.4% |
| 营收同比 | 12.5% | 6.4% |
| 净利润同比 | 22.2% | 225.7% |
| 每股收益（稀释后） | $2.06 | $0.17 |
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DOVSEM
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $1.4B | ||
| Q3 25 | $2.1B | $1.4B | ||
| Q2 25 | $2.0B | $1.3B | ||
| Q1 25 | $1.9B | $1.4B | ||
| Q4 24 | $1.5B | $1.3B | ||
| Q3 24 | $2.0B | $1.3B | ||
| Q2 24 | $2.2B | $1.3B |
净利润DOVSEM
| Q1 26 | $282.1M | — | ||
| Q4 25 | $282.1M | $20.2M | ||
| Q3 25 | $302.0M | $28.8M | ||
| Q2 25 | $279.1M | $40.6M | ||
| Q1 25 | $230.8M | $56.7M | ||
| Q4 24 | $1.4B | $-16.1M | ||
| Q3 24 | $347.1M | $55.6M | ||
| Q2 24 | $281.8M | $77.6M |
毛利率DOVSEM
| 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DOVSEM
| Q1 26 | 16.5% | — | ||
| Q4 25 | 16.5% | 4.6% | ||
| Q3 25 | 18.2% | 5.4% | ||
| Q2 25 | 17.3% | 6.5% | ||
| Q1 25 | 15.9% | 8.3% | ||
| Q4 24 | 14.0% | 1.6% | ||
| Q3 24 | 16.8% | 4.3% | ||
| Q2 24 | 17.0% | 5.8% |
净利率DOVSEM
| Q1 26 | 13.4% | — | ||
| Q4 25 | 13.4% | 1.4% | ||
| Q3 25 | 14.5% | 2.1% | ||
| Q2 25 | 13.6% | 3.0% | ||
| Q1 25 | 12.4% | 4.2% | ||
| Q4 24 | 96.4% | -1.2% | ||
| Q3 24 | 17.5% | 4.4% | ||
| Q2 24 | 12.9% | 6.1% |
每股收益（稀释后）DOVSEM
| Q1 26 | $2.06 | — | ||
| Q4 25 | $2.06 | $0.17 | ||
| Q3 25 | $2.19 | $0.23 | ||
| Q2 25 | $2.02 | $0.32 | ||
| Q1 25 | $1.67 | $0.44 | ||
| Q4 24 | $10.38 | $-0.12 | ||
| Q3 24 | $2.51 | $0.43 | ||
| Q2 24 | $2.04 | $0.60 |
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 | — | $26.5M |
| 总债务越低越好 | $3.3B | $1.8B |
| 股东权益账面价值 | $7.4B | $1.7B |
| 总资产 | $13.4B | $5.9B |
| 负债/权益比越低杠杆越低 | 0.45× | 1.06× |
8季度趋势，按日历期对齐
现金及短期投资DOVSEM
| Q1 26 | — | — | ||
| Q4 25 | — | $26.5M | ||
| Q3 25 | — | $60.1M | ||
| Q2 25 | — | $52.3M | ||
| Q1 25 | — | $53.2M | ||
| Q4 24 | — | $59.7M | ||
| Q3 24 | — | $191.5M | ||
| Q2 24 | — | $111.2M |
总债务DOVSEM
| Q1 26 | $3.3B | — | ||
| Q4 25 | $3.3B | $1.8B | ||
| Q3 25 | $3.1B | $1.7B | ||
| Q2 25 | $3.1B | $1.8B | ||
| Q1 25 | $3.0B | $1.8B | ||
| Q4 24 | $2.9B | $1.7B | ||
| Q3 24 | $3.0B | $3.1B | ||
| Q2 24 | $3.0B | $3.6B |
股东权益DOVSEM
| Q1 26 | $7.4B | — | ||
| Q4 25 | $7.4B | $1.7B | ||
| Q3 25 | $7.7B | $1.7B | ||
| Q2 25 | $7.4B | $1.7B | ||
| Q1 25 | $7.1B | $1.7B | ||
| Q4 24 | $7.0B | $1.7B | ||
| Q3 24 | $5.7B | $1.9B | ||
| Q2 24 | $5.4B | $1.4B |
总资产DOVSEM
| Q1 26 | $13.4B | — | ||
| Q4 25 | $13.4B | $5.9B | ||
| Q3 25 | $13.4B | $5.7B | ||
| Q2 25 | $13.2B | $5.7B | ||
| Q1 25 | $12.6B | $5.7B | ||
| Q4 24 | $12.5B | $5.6B | ||
| Q3 24 | $11.9B | $8.0B | ||
| Q2 24 | $11.3B | $7.9B |
负债/权益比DOVSEM
| Q1 26 | 0.45× | — | ||
| Q4 25 | 0.45× | 1.06× | ||
| Q3 25 | 0.40× | 1.03× | ||
| Q2 25 | 0.41× | 1.10× | ||
| Q1 25 | 0.42× | 1.03× | ||
| Q4 24 | 0.42× | 1.01× | ||
| Q3 24 | 0.53× | 1.62× | ||
| Q2 24 | 0.55× | 2.54× |
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 | — | $64.3M |
| 自由现金流经营现金流 - 资本支出 | — | $5.2M |
| 自由现金流率自由现金流/营收 | — | 0.4% |
| 资本支出强度资本支出/营收 | — | 4.2% |
| 现金转化率经营现金流/净利润 | — | 3.19× |
| 过去12个月自由现金流最近4个季度 | — | $117.2M |
8季度趋势，按日历期对齐
经营现金流DOVSEM
| Q1 26 | — | — | ||
| Q4 25 | $543.9M | $64.3M | ||
| Q3 25 | $424.2M | $175.3M | ||
| Q2 25 | $212.3M | $110.3M | ||
| Q1 25 | $157.5M | $-3.5M | ||
| Q4 24 | $439.0M | $125.4M | ||
| Q3 24 | $353.2M | $181.0M | ||
| Q2 24 | $203.7M | $278.2M |
自由现金流DOVSEM
| Q1 26 | — | — | ||
| Q4 25 | $487.0M | $5.2M | ||
| Q3 25 | $370.1M | $122.2M | ||
| Q2 25 | $151.4M | $45.6M | ||
| Q1 25 | $109.3M | $-55.8M | ||
| Q4 24 | $385.0M | $62.0M | ||
| Q3 24 | $325.0M | $130.3M | ||
| Q2 24 | $162.8M | $222.6M |
自由现金流率DOVSEM
| Q1 26 | — | — | ||
| Q4 25 | 23.2% | 0.4% | ||
| Q3 25 | 17.8% | 9.0% | ||
| Q2 25 | 7.4% | 3.4% | ||
| Q1 25 | 5.9% | -4.1% | ||
| Q4 24 | 25.8% | 4.7% | ||
| Q3 24 | 16.4% | 10.2% | ||
| Q2 24 | 7.5% | 17.4% |
资本支出强度DOVSEM
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 4.2% | ||
| Q3 25 | 2.6% | 3.9% | ||
| Q2 25 | 3.0% | 4.8% | ||
| Q1 25 | 2.6% | 3.9% | ||
| Q4 24 | 3.6% | 4.8% | ||
| Q3 24 | 1.4% | 4.0% | ||
| Q2 24 | 1.9% | 4.3% |
现金转化率DOVSEM
| Q1 26 | — | — | ||
| Q4 25 | 1.93× | 3.19× | ||
| Q3 25 | 1.40× | 6.09× | ||
| Q2 25 | 0.76× | 2.72× | ||
| Q1 25 | 0.68× | -0.06× | ||
| Q4 24 | 0.31× | — | ||
| Q3 24 | 1.02× | 3.25× | ||
| Q2 24 | 0.72× | 3.59× |
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
SEM
| Critical Illness Recovery Hospitals | $629.7M | 45% |
| Health Care Patient Service Non Medicare | $428.6M | 31% |
| Rehabilitation Hospitals | $339.2M | 24% |
