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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
DOV
是对方的1.3倍
DOV
$2.1B
$1.6B
TDY
营收增速更快
DOV
DOV
高出5.2%
DOV
12.5%
7.3%
TDY
净利率更高
TDY
TDY
高出3.7%
TDY
17.1%
13.4%
DOV
两年增速更快
TDY
TDY
近两年复合增速
TDY
9.3%
-1.8%
DOV

损益表 — Q1 FY2026 vs Q4 FY2025

指标
DOV
DOV
TDY
TDY
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
DOV
TDY
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
DOV
TDY
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
DOV
TDY
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
DOV
TDY
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
DOV
TDY
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
DOV
TDY
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
DOV
DOV
TDY
TDY
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
DOV
TDY
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
DOV
TDY
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
DOV
TDY
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
DOV
TDY
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
DOV
TDY
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
DOV
DOV
TDY
TDY
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
DOV
TDY
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
DOV
TDY
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
DOV
TDY
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
DOV
TDY
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
DOV
TDY
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
DOV

暂无分部数据

TDY
TDY

Commercial And Other$681.5M42%
Aerospace And Defense Electronics$275.9M17%
Marine Instrumentation$177.1M11%
United States Government$169.0M10%
Environmental Instrumentation$120.7M7%
Engineered Systems$103.3M6%
Test And Measurement Instrumentation$84.8M5%

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