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Dover Corporation(DOV)与Teledyne Technologies(TDY)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Teledyne Technologies的1.3倍($2.1B vs $1.6B),Teledyne Technologies净利率更高(17.1% vs 13.4%,领先3.7%),Dover Corporation同比增速更快(12.5% vs 7.3%),过去两年Teledyne Technologies的营收复合增速更高(9.3% 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。
Teledyne Technologies是美国大型工业集团企业,1960年由亨利·辛格尔顿与乔治·科兹梅茨基共同创立,最初成立时名为Teledyne Inc.,发展至今在全球工业技术领域拥有较高的行业知名度与市场影响力。
DOV vs TDY — 直观对比
营收规模更大
DOV
是对方的1.3倍
$1.6B
营收增速更快
DOV
高出5.2%
7.3%
净利率更高
TDY
高出3.7%
13.4%
两年增速更快
TDY
近两年复合增速
-1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $2.1B | $1.6B |
| 净利润 | $282.1M | $275.6M |
| 毛利率 | 39.1% | 42.9% |
| 营业利润率 | 16.5% | 20.4% |
| 净利率 | 13.4% | 17.1% |
| 营收同比 | 12.5% | 7.3% |
| 净利润同比 | 22.2% | 38.8% |
| 每股收益(稀释后) | $2.06 | $5.81 |
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
TDY
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $1.6B | ||
| Q3 25 | $2.1B | $1.5B | ||
| Q2 25 | $2.0B | $1.5B | ||
| Q1 25 | $1.9B | $1.4B | ||
| Q4 24 | $1.5B | $1.5B | ||
| Q3 24 | $2.0B | $1.4B | ||
| Q2 24 | $2.2B | $1.4B |
净利润
DOV
TDY
| Q1 26 | $282.1M | — | ||
| Q4 25 | $282.1M | $275.6M | ||
| Q3 25 | $302.0M | $220.7M | ||
| Q2 25 | $279.1M | $209.9M | ||
| Q1 25 | $230.8M | $188.6M | ||
| Q4 24 | $1.4B | $198.5M | ||
| Q3 24 | $347.1M | $262.0M | ||
| Q2 24 | $281.8M | $180.2M |
毛利率
DOV
TDY
| Q1 26 | 39.1% | — | ||
| Q4 25 | 39.1% | 42.9% | ||
| Q3 25 | 40.1% | 42.8% | ||
| Q2 25 | 39.9% | 42.6% | ||
| Q1 25 | 40.0% | 42.7% | ||
| Q4 24 | 41.4% | 42.8% | ||
| Q3 24 | 38.5% | 42.9% | ||
| Q2 24 | 37.7% | 43.1% |
营业利润率
DOV
TDY
| Q1 26 | 16.5% | — | ||
| Q4 25 | 16.5% | 20.4% | ||
| Q3 25 | 18.2% | 18.4% | ||
| Q2 25 | 17.3% | 18.4% | ||
| Q1 25 | 15.9% | 17.9% | ||
| Q4 24 | 14.0% | 15.8% | ||
| Q3 24 | 16.8% | 18.8% | ||
| Q2 24 | 17.0% | 18.0% |
净利率
DOV
TDY
| Q1 26 | 13.4% | — | ||
| Q4 25 | 13.4% | 17.1% | ||
| Q3 25 | 14.5% | 14.3% | ||
| Q2 25 | 13.6% | 13.9% | ||
| Q1 25 | 12.4% | 13.0% | ||
| Q4 24 | 96.4% | 13.2% | ||
| Q3 24 | 17.5% | 18.2% | ||
| Q2 24 | 12.9% | 13.1% |
每股收益(稀释后)
DOV
TDY
| Q1 26 | $2.06 | — | ||
| Q4 25 | $2.06 | $5.81 | ||
| Q3 25 | $2.19 | $4.65 | ||
| Q2 25 | $2.02 | $4.43 | ||
| Q1 25 | $1.67 | $3.99 | ||
| Q4 24 | $10.38 | $4.18 | ||
| Q3 24 | $2.51 | $5.54 | ||
| Q2 24 | $2.04 | $3.77 |
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 | — | $352.4M |
| 总债务越低越好 | $3.3B | $2.5B |
| 股东权益账面价值 | $7.4B | $10.5B |
| 总资产 | $13.4B | $15.3B |
| 负债/权益比越低杠杆越低 | 0.45× | 0.24× |
8季度趋势,按日历期对齐
现金及短期投资
DOV
TDY
| Q1 26 | — | — | ||
| Q4 25 | — | $352.4M | ||
| Q3 25 | — | $528.6M | ||
| Q2 25 | — | $310.9M | ||
| Q1 25 | — | $461.5M | ||
| Q4 24 | — | $649.8M | ||
| Q3 24 | — | $561.0M | ||
| Q2 24 | — | $443.2M |
总债务
DOV
TDY
| Q1 26 | $3.3B | — | ||
| Q4 25 | $3.3B | $2.5B | ||
| Q3 25 | $3.1B | $2.5B | ||
| Q2 25 | $3.1B | $2.6B | ||
| Q1 25 | $3.0B | $3.0B | ||
| Q4 24 | $2.9B | $2.6B | ||
| Q3 24 | $3.0B | $2.8B | ||
| Q2 24 | $3.0B | $2.8B |
股东权益
DOV
TDY
| Q1 26 | $7.4B | — | ||
| Q4 25 | $7.4B | $10.5B | ||
| Q3 25 | $7.7B | $10.6B | ||
| Q2 25 | $7.4B | $10.4B | ||
| Q1 25 | $7.1B | $9.9B | ||
| Q4 24 | $7.0B | $9.5B | ||
| Q3 24 | $5.7B | $9.6B | ||
| Q2 24 | $5.4B | $9.3B |
总资产
DOV
TDY
| Q1 26 | $13.4B | — | ||
| Q4 25 | $13.4B | $15.3B | ||
| Q3 25 | $13.4B | $15.4B | ||
| Q2 25 | $13.2B | $15.1B | ||
| Q1 25 | $12.6B | $15.0B | ||
| Q4 24 | $12.5B | $14.2B | ||
| Q3 24 | $11.9B | $14.5B | ||
| Q2 24 | $11.3B | $14.2B |
负债/权益比
DOV
TDY
| Q1 26 | 0.45× | — | ||
| Q4 25 | 0.45× | 0.24× | ||
| Q3 25 | 0.40× | 0.24× | ||
| Q2 25 | 0.41× | 0.25× | ||
| Q1 25 | 0.42× | 0.30× | ||
| Q4 24 | 0.42× | 0.28× | ||
| Q3 24 | 0.53× | 0.29× | ||
| Q2 24 | 0.55× | 0.30× |
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 | — | $379.0M |
| 自由现金流经营现金流 - 资本支出 | — | $339.2M |
| 自由现金流率自由现金流/营收 | — | 21.0% |
| 资本支出强度资本支出/营收 | — | 2.5% |
| 现金转化率经营现金流/净利润 | — | 1.38× |
| 过去12个月自由现金流最近4个季度 | — | $1.1B |
8季度趋势,按日历期对齐
经营现金流
DOV
TDY
| Q1 26 | — | — | ||
| Q4 25 | $543.9M | $379.0M | ||
| Q3 25 | $424.2M | $343.1M | ||
| Q2 25 | $212.3M | $226.6M | ||
| Q1 25 | $157.5M | $242.6M | ||
| Q4 24 | $439.0M | $332.4M | ||
| Q3 24 | $353.2M | $249.8M | ||
| Q2 24 | $203.7M | $318.7M |
自由现金流
DOV
TDY
| Q1 26 | — | — | ||
| Q4 25 | $487.0M | $339.2M | ||
| Q3 25 | $370.1M | $313.9M | ||
| Q2 25 | $151.4M | $196.3M | ||
| Q1 25 | $109.3M | $224.6M | ||
| Q4 24 | $385.0M | $303.4M | ||
| Q3 24 | $325.0M | $228.7M | ||
| Q2 24 | $162.8M | $301.0M |
自由现金流率
DOV
TDY
| Q1 26 | — | — | ||
| Q4 25 | 23.2% | 21.0% | ||
| Q3 25 | 17.8% | 20.4% | ||
| Q2 25 | 7.4% | 13.0% | ||
| Q1 25 | 5.9% | 15.5% | ||
| Q4 24 | 25.8% | 20.2% | ||
| Q3 24 | 16.4% | 15.8% | ||
| Q2 24 | 7.5% | 21.9% |
资本支出强度
DOV
TDY
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 2.5% | ||
| Q3 25 | 2.6% | 1.9% | ||
| Q2 25 | 3.0% | 2.0% | ||
| Q1 25 | 2.6% | 1.2% | ||
| Q4 24 | 3.6% | 1.9% | ||
| Q3 24 | 1.4% | 1.5% | ||
| Q2 24 | 1.9% | 1.3% |
现金转化率
DOV
TDY
| Q1 26 | — | — | ||
| Q4 25 | 1.93× | 1.38× | ||
| Q3 25 | 1.40× | 1.55× | ||
| Q2 25 | 0.76× | 1.08× | ||
| Q1 25 | 0.68× | 1.29× | ||
| Q4 24 | 0.31× | 1.67× | ||
| Q3 24 | 1.02× | 0.95× | ||
| Q2 24 | 0.72× | 1.77× |
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
TDY
| Commercial And Other | $681.5M | 42% |
| Aerospace And Defense Electronics | $275.9M | 17% |
| Marine Instrumentation | $177.1M | 11% |
| United States Government | $169.0M | 10% |
| Environmental Instrumentation | $120.7M | 7% |
| Engineered Systems | $103.3M | 6% |
| Test And Measurement Instrumentation | $84.8M | 5% |