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达维塔（DVA）与Truist Financial（TFC）财务数据对比。点击上方公司名可切换其他公司
Truist Financial的季度营收约是达维塔的1.0倍（$3.7B vs $3.6B），Truist Financial净利率更高（36.6% vs 6.5%，领先30.1%），达维塔同比增速更快（12.3% vs 3.1%），过去两年达维塔的营收复合增速更高（6.6% vs 4.8%）
达维塔是美国肾脏透析服务提供商，在美国运营2675家门诊中心，服务20.08万名患者；同时在其他11个国家布局367家门诊中心，服务4.94万名患者。公司主要服务终末期肾病患者，这类患者除非接受捐肾移植，否则通常需要终生每周接受三次透析治疗。
Truist Financial是美国银行控股公司，总部位于北卡罗来纳州夏洛特，2019年12月由BB&T与SunTrust合并组建。旗下银行在15个州及华盛顿特区共运营1928家网点，提供零售、商业、投资银行、证券经纪、资产管理、抵押贷款、保险等多元金融产品服务，为美国第十大银行，总资产达5230亿美元。
DVA vs TFC — 直观对比
营收规模更大
TFC
是对方的1.0倍
$3.6B
营收增速更快
DVA
高出9.2%
3.1%
净利率更高
TFC
高出30.1%
6.5%
两年增速更快
DVA
近两年复合增速
4.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.6B | $3.7B |
| 净利润 | $234.2M | $1.4B |
| 毛利率 | — | — |
| 营业利润率 | 15.5% | 42.3% |
| 净利率 | 6.5% | 36.6% |
| 营收同比 | 12.3% | 3.1% |
| 净利润同比 | 43.8% | 6.1% |
| 每股收益（稀释后） | $3.22 | $1.01 |
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DVATFC
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.6B | $3.7B | ||
| Q3 25 | $3.4B | $3.6B | ||
| Q2 25 | $3.4B | $3.6B | ||
| Q1 25 | $3.2B | $3.5B | ||
| Q4 24 | $3.3B | $3.6B | ||
| Q3 24 | $3.3B | $3.6B | ||
| Q2 24 | $3.2B | $3.5B |
净利润DVATFC
| Q1 26 | $234.2M | — | ||
| Q4 25 | $234.2M | $1.4B | ||
| Q3 25 | $150.3M | $1.5B | ||
| Q2 25 | $199.3M | $1.2B | ||
| Q1 25 | $162.9M | $1.3B | ||
| Q4 24 | $259.3M | $1.3B | ||
| Q3 24 | $214.7M | $1.4B | ||
| Q2 24 | $222.7M | $922.0M |
营业利润率DVATFC
| Q1 26 | 15.5% | — | ||
| Q4 25 | 15.5% | 42.3% | ||
| Q3 25 | 14.8% | 47.9% | ||
| Q2 25 | 15.9% | 42.2% | ||
| Q1 25 | 13.6% | 43.8% | ||
| Q4 24 | 17.2% | 43.3% | ||
| Q3 24 | 16.4% | 47.5% | ||
| Q2 24 | 15.9% | -148.3% |
净利率DVATFC
| Q1 26 | 6.5% | — | ||
| Q4 25 | 6.5% | 36.6% | ||
| Q3 25 | 4.4% | 40.0% | ||
| Q2 25 | 5.9% | 34.6% | ||
| Q1 25 | 5.1% | 36.0% | ||
| Q4 24 | 7.9% | 35.5% | ||
| Q3 24 | 6.6% | 40.0% | ||
| Q2 24 | 7.0% | 26.1% |
每股收益（稀释后）DVATFC
| Q1 26 | $3.22 | — | ||
| Q4 25 | $3.22 | $1.01 | ||
| Q3 25 | $2.04 | $1.04 | ||
| Q2 25 | $2.58 | $0.90 | ||
| Q1 25 | $2.00 | $0.87 | ||
| Q4 24 | $3.08 | $0.94 | ||
| Q3 24 | $2.50 | $0.99 | ||
| Q2 24 | $2.50 | $0.62 |
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 | $700.7M | — |
| 总债务越低越好 | $10.2B | $42.0B |
| 股东权益账面价值 | $-651.1M | $65.2B |
| 总资产 | $17.5B | $547.5B |
| 负债/权益比越低杠杆越低 | — | 0.64× |
8季度趋势，按日历期对齐
现金及短期投资DVATFC
| Q1 26 | $700.7M | — | ||
| Q4 25 | $700.7M | — | ||
| Q3 25 | $736.5M | — | ||
| Q2 25 | $739.4M | — | ||
| Q1 25 | $511.9M | — | ||
| Q4 24 | $846.0M | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $437.2M | — |
总债务DVATFC
| Q1 26 | $10.2B | — | ||
| Q4 25 | $10.2B | $42.0B | ||
| Q3 25 | $10.2B | $41.7B | ||
| Q2 25 | $10.1B | $44.4B | ||
| Q1 25 | $9.6B | $32.0B | ||
| Q4 24 | $9.2B | $35.0B | ||
| Q3 24 | $9.3B | $36.8B | ||
| Q2 24 | $8.5B | $34.6B |
股东权益DVATFC
| Q1 26 | $-651.1M | — | ||
| Q4 25 | $-651.1M | $65.2B | ||
| Q3 25 | $-571.9M | $65.6B | ||
| Q2 25 | $-369.6M | $64.8B | ||
| Q1 25 | $-267.1M | $64.6B | ||
| Q4 24 | $121.1M | $63.7B | ||
| Q3 24 | $386.7M | $65.7B | ||
| Q2 24 | $632.9M | $63.8B |
总资产DVATFC
| Q1 26 | $17.5B | — | ||
| Q4 25 | $17.5B | $547.5B | ||
| Q3 25 | $17.6B | $543.9B | ||
| Q2 25 | $17.5B | $543.8B | ||
| Q1 25 | $17.1B | $535.9B | ||
| Q4 24 | $17.3B | $531.2B | ||
| Q3 24 | $17.5B | $523.4B | ||
| Q2 24 | $17.0B | $519.9B |
负债/权益比DVATFC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.64× | ||
| Q3 25 | — | 0.64× | ||
| Q2 25 | — | 0.69× | ||
| Q1 25 | — | 0.50× | ||
| Q4 24 | 75.76× | 0.55× | ||
| Q3 24 | 23.95× | 0.56× | ||
| Q2 24 | 13.35× | 0.54× |
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 | — | $2.6B |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 1.91× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流DVATFC
| Q1 26 | — | — | ||
| Q4 25 | $540.7M | $2.6B | ||
| Q3 25 | $841.5M | $1.5B | ||
| Q2 25 | $324.2M | $914.0M | ||
| Q1 25 | $180.0M | $746.0M | ||
| Q4 24 | $547.6M | $775.0M | ||
| Q3 24 | $810.4M | $1.5B | ||
| Q2 24 | $798.8M | $845.0M |
自由现金流DVATFC
| Q1 26 | — | — | ||
| Q4 25 | $395.3M | — | ||
| Q3 25 | $675.4M | — | ||
| Q2 25 | $203.1M | — | ||
| Q1 25 | $36.8M | — | ||
| Q4 24 | $377.0M | — | ||
| Q3 24 | $671.4M | — | ||
| Q2 24 | $674.1M | — |
自由现金流率DVATFC
| Q1 26 | — | — | ||
| Q4 25 | 10.9% | — | ||
| Q3 25 | 19.7% | — | ||
| Q2 25 | 6.0% | — | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 11.4% | — | ||
| Q3 24 | 20.6% | — | ||
| Q2 24 | 21.2% | — |
资本支出强度DVATFC
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | — | ||
| Q3 25 | 4.9% | — | ||
| Q2 25 | 3.6% | — | ||
| Q1 25 | 4.4% | — | ||
| Q4 24 | 5.2% | — | ||
| Q3 24 | 4.3% | — | ||
| Q2 24 | 3.9% | — |
现金转化率DVATFC
| Q1 26 | — | — | ||
| Q4 25 | 2.31× | 1.91× | ||
| Q3 25 | 5.60× | 1.03× | ||
| Q2 25 | 1.63× | 0.74× | ||
| Q1 25 | 1.10× | 0.59× | ||
| Q4 24 | 2.11× | 0.61× | ||
| Q3 24 | 3.77× | 1.06× | ||
| Q2 24 | 3.59× | 0.92× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
