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Leonardo DRS, Inc.（DRS）与Envista Holdings Corp（NVST）财务数据对比。点击上方公司名可切换其他公司
Leonardo DRS, Inc.的季度营收约是Envista Holdings Corp的1.4倍（$1.1B vs $750.6M），Leonardo DRS, Inc.净利率更高（9.6% vs 4.4%，领先5.2%），Envista Holdings Corp同比增速更快（15.0% vs 8.1%），Leonardo DRS, Inc.自由现金流更多（$376.0M vs $91.7M），过去两年Leonardo DRS, Inc.的营收复合增速更高（24.1% vs 9.7%）
莱昂纳多DRS公司是美国本土国防承包商，前身为DRS技术公司，曾于纽约证券交易所挂牌交易，2008年被莱昂纳多的前身芬梅卡尼卡收购，核心业务为向美国军方提供先进国防技术及配套系统产品。
Envista Holdings Corp是一家总部位于美国的企业，旗下Envista Forensics业务板块面向保险、法律及风险管理行业，在全球范围内提供法务工程与事故复原解决方案。公司前身为LWG咨询有限公司，2017年正式更名为Envista Forensics。
DRS vs NVST — 直观对比
营收规模更大
DRS
是对方的1.4倍
$750.6M
营收增速更快
NVST
高出6.9%
8.1%
净利率更高
DRS
高出5.2%
4.4%
自由现金流更多
DRS
多$284.3M
$91.7M
两年增速更快
DRS
近两年复合增速
9.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $750.6M |
| 净利润 | $102.0M | $32.9M |
| 毛利率 | 25.4% | 54.7% |
| 营业利润率 | 11.9% | 9.8% |
| 净利率 | 9.6% | 4.4% |
| 营收同比 | 8.1% | 15.0% |
| 净利润同比 | 14.6% | 2641.7% |
| 每股收益（稀释后） | $0.38 | $0.20 |
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DRSNVST
| Q4 25 | $1.1B | $750.6M | ||
| Q3 25 | $960.0M | $669.9M | ||
| Q2 25 | $829.0M | $682.1M | ||
| Q1 25 | $799.0M | $616.9M | ||
| Q4 24 | $981.0M | $652.9M | ||
| Q3 24 | $812.0M | $601.0M | ||
| Q2 24 | $753.0M | $633.1M | ||
| Q1 24 | $688.0M | $623.6M |
净利润DRSNVST
| Q4 25 | $102.0M | $32.9M | ||
| Q3 25 | $72.0M | $-30.3M | ||
| Q2 25 | $54.0M | $26.4M | ||
| Q1 25 | $50.0M | $18.0M | ||
| Q4 24 | $89.0M | $1.2M | ||
| Q3 24 | $57.0M | $8.2M | ||
| Q2 24 | $38.0M | $-1.2B | ||
| Q1 24 | $29.0M | $23.6M |
毛利率DRSNVST
| Q4 25 | 25.4% | 54.7% | ||
| Q3 25 | 23.1% | 55.3% | ||
| Q2 25 | 23.8% | 54.2% | ||
| Q1 25 | 22.7% | 54.5% | ||
| Q4 24 | 24.0% | 57.1% | ||
| Q3 24 | 22.0% | 52.8% | ||
| Q2 24 | 22.4% | 51.6% | ||
| Q1 24 | 22.2% | 57.1% |
营业利润率DRSNVST
| Q4 25 | 11.9% | 9.8% | ||
| Q3 25 | 9.7% | 8.6% | ||
| Q2 25 | 8.4% | 6.8% | ||
| Q1 25 | 7.4% | 6.3% | ||
| Q4 24 | 12.2% | 7.1% | ||
| Q3 24 | 9.2% | 3.5% | ||
| Q2 24 | 7.3% | -182.2% | ||
| Q1 24 | 6.3% | 7.7% |
净利率DRSNVST
| Q4 25 | 9.6% | 4.4% | ||
| Q3 25 | 7.5% | -4.5% | ||
| Q2 25 | 6.5% | 3.9% | ||
| Q1 25 | 6.3% | 2.9% | ||
| Q4 24 | 9.1% | 0.2% | ||
| Q3 24 | 7.0% | 1.4% | ||
| Q2 24 | 5.0% | -181.9% | ||
| Q1 24 | 4.2% | 3.8% |
每股收益（稀释后）DRSNVST
| Q4 25 | $0.38 | $0.20 | ||
| Q3 25 | $0.26 | $-0.18 | ||
| Q2 25 | $0.20 | $0.16 | ||
| Q1 25 | $0.19 | $0.10 | ||
| Q4 24 | $0.34 | $0.00 | ||
| Q3 24 | $0.21 | $0.05 | ||
| Q2 24 | $0.14 | $-6.69 | ||
| Q1 24 | $0.11 | $0.14 |
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 | $647.0M | $1.2B |
| 总债务越低越好 | $321.0M | $1.4B |
| 股东权益账面价值 | $2.7B | $3.1B |
| 总资产 | $4.5B | $5.7B |
| 负债/权益比越低杠杆越低 | 0.12× | 0.47× |
8季度趋势，按日历期对齐
现金及短期投资DRSNVST
| Q4 25 | $647.0M | $1.2B | ||
| Q3 25 | $309.0M | $1.1B | ||
| Q2 25 | $278.0M | $1.1B | ||
| Q1 25 | $380.0M | $1.1B | ||
| Q4 24 | $598.0M | $1.1B | ||
| Q3 24 | $198.0M | $991.3M | ||
| Q2 24 | $149.0M | $1.0B | ||
| Q1 24 | $160.0M | $948.5M |
总债务DRSNVST
| Q4 25 | $321.0M | $1.4B | ||
| Q3 25 | $326.0M | $1.4B | ||
| Q2 25 | $331.0M | $1.4B | ||
| Q1 25 | $335.0M | $1.4B | ||
| Q4 24 | $340.0M | $1.4B | ||
| Q3 24 | $345.0M | $1.4B | ||
| Q2 24 | $351.0M | $1.5B | ||
| Q1 24 | $356.0M | $1.5B |
股东权益DRSNVST
| Q4 25 | $2.7B | $3.1B | ||
| Q3 25 | $2.6B | $3.1B | ||
| Q2 25 | $2.6B | $3.1B | ||
| Q1 25 | $2.6B | $3.0B | ||
| Q4 24 | $2.6B | $2.9B | ||
| Q3 24 | $2.5B | $3.1B | ||
| Q2 24 | $2.4B | $3.0B | ||
| Q1 24 | $2.4B | $4.1B |
总资产DRSNVST
| Q4 25 | $4.5B | $5.7B | ||
| Q3 25 | $4.2B | $5.6B | ||
| Q2 25 | $4.1B | $5.7B | ||
| Q1 25 | $4.1B | $5.5B | ||
| Q4 24 | $4.2B | $5.4B | ||
| Q3 24 | $3.9B | $5.5B | ||
| Q2 24 | $3.8B | $5.4B | ||
| Q1 24 | $3.8B | $6.6B |
负债/权益比DRSNVST
| Q4 25 | 0.12× | 0.47× | ||
| Q3 25 | 0.12× | 0.47× | ||
| Q2 25 | 0.13× | 0.46× | ||
| Q1 25 | 0.13× | 0.47× | ||
| Q4 24 | 0.13× | 0.48× | ||
| Q3 24 | 0.14× | 0.46× | ||
| Q2 24 | 0.15× | 0.51× | ||
| Q1 24 | 0.15× | 0.36× |
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 | $425.0M | $108.0M |
| 自由现金流经营现金流 - 资本支出 | $376.0M | $91.7M |
| 自由现金流率自由现金流/营收 | 35.5% | 12.2% |
| 资本支出强度资本支出/营收 | 4.6% | 2.2% |
| 现金转化率经营现金流/净利润 | 4.17× | 3.28× |
| 过去12个月自由现金流最近4个季度 | $227.0M | $230.4M |
8季度趋势，按日历期对齐
经营现金流DRSNVST
| Q4 25 | $425.0M | $108.0M | ||
| Q3 25 | $107.0M | $78.7M | ||
| Q2 25 | $-28.0M | $88.7M | ||
| Q1 25 | $-138.0M | $300.0K | ||
| Q4 24 | $443.0M | $132.4M | ||
| Q3 24 | $59.0M | $70.7M | ||
| Q2 24 | $34.0M | $93.1M | ||
| Q1 24 | $-265.0M | $40.3M |
自由现金流DRSNVST
| Q4 25 | $376.0M | $91.7M | ||
| Q3 25 | $77.0M | $67.9M | ||
| Q2 25 | $-56.0M | $76.4M | ||
| Q1 25 | $-170.0M | $-5.6M | ||
| Q4 24 | $414.0M | $123.8M | ||
| Q3 24 | $47.0M | $63.3M | ||
| Q2 24 | $0 | $86.3M | ||
| Q1 24 | $-275.0M | $29.3M |
自由现金流率DRSNVST
| Q4 25 | 35.5% | 12.2% | ||
| Q3 25 | 8.0% | 10.1% | ||
| Q2 25 | -6.8% | 11.2% | ||
| Q1 25 | -21.3% | -0.9% | ||
| Q4 24 | 42.2% | 19.0% | ||
| Q3 24 | 5.8% | 10.5% | ||
| Q2 24 | 0.0% | 13.6% | ||
| Q1 24 | -40.0% | 4.7% |
资本支出强度DRSNVST
| Q4 25 | 4.6% | 2.2% | ||
| Q3 25 | 3.1% | 1.6% | ||
| Q2 25 | 3.4% | 1.8% | ||
| Q1 25 | 4.0% | 1.0% | ||
| Q4 24 | 3.0% | 1.3% | ||
| Q3 24 | 1.5% | 1.2% | ||
| Q2 24 | 4.5% | 1.1% | ||
| Q1 24 | 1.5% | 1.8% |
现金转化率DRSNVST
| Q4 25 | 4.17× | 3.28× | ||
| Q3 25 | 1.49× | — | ||
| Q2 25 | -0.52× | 3.36× | ||
| Q1 25 | -2.76× | 0.02× | ||
| Q4 24 | 4.98× | 110.33× | ||
| Q3 24 | 1.04× | 8.62× | ||
| Q2 24 | 0.89× | — | ||
| Q1 24 | -9.14× | 1.71× |
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
DRS
暂无分部数据
NVST
| Other | $375.8M | 50% |
| Specialty Productsand Technologies | $188.4M | 25% |
| Equipmentand Consumables | $186.4M | 25% |
