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Dover Corporation（DOV）与福泰制药（VRTX）财务数据对比。点击上方公司名可切换其他公司
福泰制药的季度营收约是Dover Corporation的1.5倍（$3.2B vs $2.1B），福泰制药净利率更高（37.3% vs 13.4%，领先23.9%），Dover Corporation同比增速更快（12.5% vs 9.5%），过去两年福泰制药的营收复合增速更高（8.9% 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。
福泰制药是总部位于美国马萨诸塞州波士顿的生物制药企业，是全球首批明确采用理性药物设计策略、而非组合化学方法开发药物的生物技术公司之一。除波士顿总部外，公司还在加州圣迭戈、英国牛津郡米尔顿公园设有三处研发中心。
DOV vs VRTX — 直观对比
营收规模更大
VRTX
是对方的1.5倍
$2.1B
营收增速更快
DOV
高出2.9%
9.5%
净利率更高
VRTX
高出23.9%
13.4%
两年增速更快
VRTX
近两年复合增速
-1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $3.2B |
| 净利润 | $282.1M | $1.2B |
| 毛利率 | 39.1% | 85.4% |
| 营业利润率 | 16.5% | 37.8% |
| 净利率 | 13.4% | 37.3% |
| 营收同比 | 12.5% | 9.5% |
| 净利润同比 | 22.2% | 30.5% |
| 每股收益（稀释后） | $2.06 | $4.64 |
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DOVVRTX
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $3.2B | ||
| Q3 25 | $2.1B | $3.1B | ||
| Q2 25 | $2.0B | $3.0B | ||
| Q1 25 | $1.9B | $2.8B | ||
| Q4 24 | $1.5B | $2.9B | ||
| Q3 24 | $2.0B | $2.8B | ||
| Q2 24 | $2.2B | $2.6B |
净利润DOVVRTX
| Q1 26 | $282.1M | — | ||
| Q4 25 | $282.1M | $1.2B | ||
| Q3 25 | $302.0M | $1.1B | ||
| Q2 25 | $279.1M | $1.0B | ||
| Q1 25 | $230.8M | $646.3M | ||
| Q4 24 | $1.4B | $913.0M | ||
| Q3 24 | $347.1M | $1.0B | ||
| Q2 24 | $281.8M | $-3.6B |
毛利率DOVVRTX
| Q1 26 | 39.1% | — | ||
| Q4 25 | 39.1% | 85.4% | ||
| Q3 25 | 40.1% | 86.5% | ||
| Q2 25 | 39.9% | 86.3% | ||
| Q1 25 | 40.0% | 86.9% | ||
| Q4 24 | 41.4% | 85.5% | ||
| Q3 24 | 38.5% | 85.8% | ||
| Q2 24 | 37.7% | 85.9% |
营业利润率DOVVRTX
| Q1 26 | 16.5% | — | ||
| Q4 25 | 16.5% | 37.8% | ||
| Q3 25 | 18.2% | 38.6% | ||
| Q2 25 | 17.3% | 38.8% | ||
| Q1 25 | 15.9% | 22.7% | ||
| Q4 24 | 14.0% | 35.2% | ||
| Q3 24 | 16.8% | 40.3% | ||
| Q2 24 | 17.0% | -132.9% |
净利率DOVVRTX
| Q1 26 | 13.4% | — | ||
| Q4 25 | 13.4% | 37.3% | ||
| Q3 25 | 14.5% | 35.2% | ||
| Q2 25 | 13.6% | 34.8% | ||
| Q1 25 | 12.4% | 23.3% | ||
| Q4 24 | 96.4% | 31.4% | ||
| Q3 24 | 17.5% | 37.7% | ||
| Q2 24 | 12.9% | -135.8% |
每股收益（稀释后）DOVVRTX
| Q1 26 | $2.06 | — | ||
| Q4 25 | $2.06 | $4.64 | ||
| Q3 25 | $2.19 | $4.20 | ||
| Q2 25 | $2.02 | $3.99 | ||
| Q1 25 | $1.67 | $2.49 | ||
| Q4 24 | $10.38 | $3.62 | ||
| Q3 24 | $2.51 | $4.01 | ||
| Q2 24 | $2.04 | $-13.92 |
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 | — | $6.6B |
| 总债务越低越好 | $3.3B | — |
| 股东权益账面价值 | $7.4B | $18.7B |
| 总资产 | $13.4B | $25.6B |
| 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DOVVRTX
| Q1 26 | — | — | ||
| Q4 25 | — | $6.6B | ||
| Q3 25 | — | $6.3B | ||
| Q2 25 | — | $6.4B | ||
| Q1 25 | — | $6.2B | ||
| Q4 24 | — | $6.1B | ||
| Q3 24 | — | $6.5B | ||
| Q2 24 | — | $5.8B |
总债务DOVVRTX
| 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DOVVRTX
| Q1 26 | $7.4B | — | ||
| Q4 25 | $7.4B | $18.7B | ||
| Q3 25 | $7.7B | $17.3B | ||
| Q2 25 | $7.4B | $17.2B | ||
| Q1 25 | $7.1B | $16.5B | ||
| Q4 24 | $7.0B | $16.4B | ||
| Q3 24 | $5.7B | $15.6B | ||
| Q2 24 | $5.4B | $14.8B |
总资产DOVVRTX
| Q1 26 | $13.4B | — | ||
| Q4 25 | $13.4B | $25.6B | ||
| Q3 25 | $13.4B | $24.9B | ||
| Q2 25 | $13.2B | $24.0B | ||
| Q1 25 | $12.6B | $22.9B | ||
| Q4 24 | $12.5B | $22.5B | ||
| Q3 24 | $11.9B | $22.2B | ||
| Q2 24 | $11.3B | $20.1B |
负债/权益比DOVVRTX
| 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 | — | $498.0M |
| 自由现金流经营现金流 - 资本支出 | — | $348.6M |
| 自由现金流率自由现金流/营收 | — | 10.9% |
| 资本支出强度资本支出/营收 | — | 4.7% |
| 现金转化率经营现金流/净利润 | — | 0.42× |
| 过去12个月自由现金流最近4个季度 | — | $3.2B |
8季度趋势，按日历期对齐
经营现金流DOVVRTX
| Q1 26 | — | — | ||
| Q4 25 | $543.9M | $498.0M | ||
| Q3 25 | $424.2M | $1.2B | ||
| Q2 25 | $212.3M | $1.1B | ||
| Q1 25 | $157.5M | $818.9M | ||
| Q4 24 | $439.0M | $584.6M | ||
| Q3 24 | $353.2M | $1.4B | ||
| Q2 24 | $203.7M | $-3.8B |
自由现金流DOVVRTX
| Q1 26 | — | — | ||
| Q4 25 | $487.0M | $348.6M | ||
| Q3 25 | $370.1M | $1.1B | ||
| Q2 25 | $151.4M | $927.4M | ||
| Q1 25 | $109.3M | $778.2M | ||
| Q4 24 | $385.0M | $492.0M | ||
| Q3 24 | $325.0M | $1.3B | ||
| Q2 24 | $162.8M | $-3.8B |
自由现金流率DOVVRTX
| Q1 26 | — | — | ||
| Q4 25 | 23.2% | 10.9% | ||
| Q3 25 | 17.8% | 37.0% | ||
| Q2 25 | 7.4% | 31.3% | ||
| Q1 25 | 5.9% | 28.1% | ||
| Q4 24 | 25.8% | 16.9% | ||
| Q3 24 | 16.4% | 47.0% | ||
| Q2 24 | 7.5% | -144.5% |
资本支出强度DOVVRTX
| Q1 26 | — | — | ||
| Q4 25 | 2.7% | 4.7% | ||
| Q3 25 | 2.6% | 3.3% | ||
| Q2 25 | 3.0% | 4.9% | ||
| Q1 25 | 2.6% | 1.5% | ||
| Q4 24 | 3.6% | 3.2% | ||
| Q3 24 | 1.4% | 2.4% | ||
| Q2 24 | 1.9% | 2.6% |
现金转化率DOVVRTX
| Q1 26 | — | — | ||
| Q4 25 | 1.93× | 0.42× | ||
| Q3 25 | 1.40× | 1.15× | ||
| Q2 25 | 0.76× | 1.04× | ||
| Q1 25 | 0.68× | 1.27× | ||
| Q4 24 | 0.31× | 0.64× | ||
| Q3 24 | 1.02× | 1.31× | ||
| Q2 24 | 0.72× | — |
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
VRTX
| TRIKAFTAKAFTRIO | $2.6B | 81% |
| ALYFTREK | $380.1M | 12% |
| Manufactured Product Other | $237.4M | 7% |
