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Dynatrace, Inc.（DT）与Revvity（RVTY）财务数据对比。点击上方公司名可切换其他公司
Revvity的季度营收约是Dynatrace, Inc.的1.5倍（$772.1M vs $515.5M），Revvity净利率更高（12.7% vs 7.8%，领先5.0%），Dynatrace, Inc.同比增速更快（18.2% vs 5.9%），Revvity自由现金流更多（$161.8M vs $27.2M），过去两年Dynatrace, Inc.的营收复合增速更高（16.3% vs 9.0%）
Dynatrace是总部位于美国的跨国科技企业，主打AI驱动的可观测性平台，旗下软件可用于应用性能监控分析、软件开发流程优化、网络安全防护、IT基础设施运维及用户体验提升等场景，为各行业客户的数字化运营提供有力技术支撑。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
DT vs RVTY — 直观对比
营收规模更大
RVTY
是对方的1.5倍
$515.5M
营收增速更快
DT
高出12.3%
5.9%
净利率更高
RVTY
高出5.0%
7.8%
自由现金流更多
RVTY
多$134.6M
$27.2M
两年增速更快
DT
近两年复合增速
9.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $515.5M | $772.1M |
| 净利润 | $40.1M | $98.4M |
| 毛利率 | 81.4% | — |
| 营业利润率 | 14.1% | 14.5% |
| 净利率 | 7.8% | 12.7% |
| 营收同比 | 18.2% | 5.9% |
| 净利润同比 | -88.9% | 3.9% |
| 每股收益（稀释后） | $0.13 | $0.86 |
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DTRVTY
| Q4 25 | $515.5M | $772.1M | ||
| Q3 25 | $493.8M | $698.9M | ||
| Q2 25 | $477.3M | $720.3M | ||
| Q1 25 | $445.2M | $664.8M | ||
| Q4 24 | $436.2M | $729.4M | ||
| Q3 24 | $418.1M | $684.0M | ||
| Q2 24 | $399.2M | $691.7M | ||
| Q1 24 | $380.8M | $649.9M |
净利润DTRVTY
| Q4 25 | $40.1M | $98.4M | ||
| Q3 25 | $57.2M | $46.7M | ||
| Q2 25 | $48.0M | $53.9M | ||
| Q1 25 | $39.3M | $42.2M | ||
| Q4 24 | $361.8M | $94.6M | ||
| Q3 24 | $44.0M | $94.4M | ||
| Q2 24 | $38.6M | $55.4M | ||
| Q1 24 | $37.9M | $26.0M |
毛利率DTRVTY
| Q4 25 | 81.4% | — | ||
| Q3 25 | 81.8% | 53.6% | ||
| Q2 25 | 82.1% | 54.5% | ||
| Q1 25 | 80.9% | 56.5% | ||
| Q4 24 | 81.1% | — | ||
| Q3 24 | 81.4% | 56.3% | ||
| Q2 24 | 81.3% | 55.7% | ||
| Q1 24 | 81.1% | 54.6% |
营业利润率DTRVTY
| Q4 25 | 14.1% | 14.5% | ||
| Q3 25 | 14.8% | 11.7% | ||
| Q2 25 | 13.1% | 12.6% | ||
| Q1 25 | 9.6% | 10.9% | ||
| Q4 24 | 10.9% | 16.3% | ||
| Q3 24 | 11.2% | 14.3% | ||
| Q2 24 | 10.5% | 12.4% | ||
| Q1 24 | 6.1% | 6.8% |
净利率DTRVTY
| Q4 25 | 7.8% | 12.7% | ||
| Q3 25 | 11.6% | 6.7% | ||
| Q2 25 | 10.0% | 7.5% | ||
| Q1 25 | 8.8% | 6.4% | ||
| Q4 24 | 82.9% | 13.0% | ||
| Q3 24 | 10.5% | 13.8% | ||
| Q2 24 | 9.7% | 8.0% | ||
| Q1 24 | 10.0% | 4.0% |
每股收益（稀释后）DTRVTY
| Q4 25 | $0.13 | $0.86 | ||
| Q3 25 | $0.19 | $0.40 | ||
| Q2 25 | $0.16 | $0.46 | ||
| Q1 25 | $0.12 | $0.35 | ||
| Q4 24 | $1.19 | $0.77 | ||
| Q3 24 | $0.15 | $0.77 | ||
| Q2 24 | $0.13 | $0.45 | ||
| Q1 24 | $0.13 | $0.21 |
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 | $1.2B | $919.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.7B | $7.3B |
| 总资产 | $4.1B | $12.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资DTRVTY
| Q4 25 | $1.2B | $919.9M | ||
| Q3 25 | $1.3B | $931.4M | ||
| Q2 25 | $1.3B | $991.8M | ||
| Q1 25 | $1.1B | $1.1B | ||
| Q4 24 | $1.0B | $1.2B | ||
| Q3 24 | $1.0B | $1.2B | ||
| Q2 24 | $1.0B | $2.0B | ||
| Q1 24 | $836.9M | $1.7B |
股东权益DTRVTY
| Q4 25 | $2.7B | $7.3B | ||
| Q3 25 | $2.8B | $7.4B | ||
| Q2 25 | $2.7B | $7.6B | ||
| Q1 25 | $2.6B | $7.6B | ||
| Q4 24 | $2.6B | $7.7B | ||
| Q3 24 | $2.1B | $7.9B | ||
| Q2 24 | $2.1B | $7.9B | ||
| Q1 24 | $2.0B | $7.8B |
总资产DTRVTY
| Q4 25 | $4.1B | $12.2B | ||
| Q3 25 | $4.1B | $12.1B | ||
| Q2 25 | $4.1B | $12.4B | ||
| Q1 25 | $4.1B | $12.4B | ||
| Q4 24 | $3.7B | $12.4B | ||
| Q3 24 | $3.3B | $12.8B | ||
| Q2 24 | $3.3B | $13.4B | ||
| Q1 24 | $3.4B | $13.4B |
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 | $33.8M | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $27.2M | $161.8M |
| 自由现金流率自由现金流/营收 | 5.3% | 21.0% |
| 资本支出强度资本支出/营收 | 1.3% | 2.6% |
| 现金转化率经营现金流/净利润 | 0.84× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $465.5M | $509.4M |
8季度趋势，按日历期对齐
经营现金流DTRVTY
| Q4 25 | $33.8M | $182.0M | ||
| Q3 25 | $32.0M | $138.5M | ||
| Q2 25 | $269.7M | $134.3M | ||
| Q1 25 | $162.8M | $128.2M | ||
| Q4 24 | $42.2M | $174.2M | ||
| Q3 24 | $23.6M | $147.9M | ||
| Q2 24 | $230.7M | $158.6M | ||
| Q1 24 | $131.7M | $147.6M |
自由现金流DTRVTY
| Q4 25 | $27.2M | $161.8M | ||
| Q3 25 | $27.8M | $120.0M | ||
| Q2 25 | $262.2M | $115.5M | ||
| Q1 25 | $148.2M | $112.2M | ||
| Q4 24 | $37.6M | $149.8M | ||
| Q3 24 | $20.1M | $125.6M | ||
| Q2 24 | $227.4M | $136.6M | ||
| Q1 24 | $121.9M | $129.7M |
自由现金流率DTRVTY
| Q4 25 | 5.3% | 21.0% | ||
| Q3 25 | 5.6% | 17.2% | ||
| Q2 25 | 54.9% | 16.0% | ||
| Q1 25 | 33.3% | 16.9% | ||
| Q4 24 | 8.6% | 20.5% | ||
| Q3 24 | 4.8% | 18.4% | ||
| Q2 24 | 57.0% | 19.7% | ||
| Q1 24 | 32.0% | 20.0% |
资本支出强度DTRVTY
| Q4 25 | 1.3% | 2.6% | ||
| Q3 25 | 0.8% | 2.6% | ||
| Q2 25 | 1.6% | 2.6% | ||
| Q1 25 | 3.3% | 2.4% | ||
| Q4 24 | 1.1% | 3.4% | ||
| Q3 24 | 0.8% | 3.3% | ||
| Q2 24 | 0.8% | 3.2% | ||
| Q1 24 | 2.6% | 2.7% |
现金转化率DTRVTY
| Q4 25 | 0.84× | 1.85× | ||
| Q3 25 | 0.56× | 2.97× | ||
| Q2 25 | 5.62× | 2.49× | ||
| Q1 25 | 4.14× | 3.03× | ||
| Q4 24 | 0.12× | 1.84× | ||
| Q3 24 | 0.54× | 1.57× | ||
| Q2 24 | 5.97× | 2.87× | ||
| Q1 24 | 3.47× | 5.67× |
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
DT
| Subscription And Circulation | $493.4M | 96% |
| Services | $22.1M | 4% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
