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Devon Energy（DVN）与派克汉尼汾（PH）财务数据对比。点击上方公司名可切换其他公司
派克汉尼汾的季度营收约是Devon Energy的1.3倍（$5.2B vs $3.9B），派克汉尼汾同比增速更快（9.1% vs -12.3%），派克汉尼汾自由现金流更多（$768.0M vs $702.0M），过去两年Devon Energy的营收复合增速更高（2.6% vs 1.0%）
Devon Energy是美国主营油气勘探开发的能源企业，注册地位于特拉华州，运营总部设在俄克拉荷马州俄克拉荷马市的50层Devon Energy中心，业务布局覆盖特拉华盆地、伊格尔福特产区及落基山脉区域。
派克汉尼汾（常简称为派克）是一家专注于运动与控制技术的美国企业，前身为派克电器公司，总部坐落于俄亥俄州大克利夫兰都市区的梅菲尔德高地，其技术及产品广泛应用于工业制造、航空航天等多个核心领域。
DVN vs PH — 直观对比
营收规模更大
PH
是对方的1.3倍
$3.9B
营收增速更快
PH
高出21.4%
-12.3%
自由现金流更多
PH
多$66.0M
$702.0M
两年增速更快
DVN
近两年复合增速
1.0%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.9B | $5.2B |
| 净利润 | $562.0M | — |
| 毛利率 | — | 37.3% |
| 营业利润率 | 19.0% | 22.8% |
| 净利率 | 14.3% | — |
| 营收同比 | -12.3% | 9.1% |
| 净利润同比 | -12.1% | — |
| 每股收益（稀释后） | $0.90 | $6.60 |
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DVNPH
| Q4 25 | $3.9B | $5.2B | ||
| Q3 25 | $4.3B | $5.1B | ||
| Q2 25 | $4.0B | $5.2B | ||
| Q1 25 | $4.5B | $5.0B | ||
| Q4 24 | $4.5B | $4.7B | ||
| Q3 24 | $3.8B | $4.9B | ||
| Q2 24 | $3.9B | $5.2B | ||
| Q1 24 | $3.7B | $5.1B |
净利润DVNPH
| Q4 25 | $562.0M | — | ||
| Q3 25 | $687.0M | — | ||
| Q2 25 | $899.0M | $923.6M | ||
| Q1 25 | $494.0M | $961.2M | ||
| Q4 24 | $639.0M | $948.6M | ||
| Q3 24 | $812.0M | $698.5M | ||
| Q2 24 | $844.0M | $785.1M | ||
| Q1 24 | $596.0M | $726.7M |
毛利率DVNPH
| Q4 25 | — | 37.3% | ||
| Q3 25 | — | 37.5% | ||
| Q2 25 | — | 37.3% | ||
| Q1 25 | — | 36.9% | ||
| Q4 24 | — | 36.3% | ||
| Q3 24 | — | 36.8% | ||
| Q2 24 | — | 35.9% | ||
| Q1 24 | — | 35.4% |
营业利润率DVNPH
| Q4 25 | 19.0% | 22.8% | ||
| Q3 25 | 21.5% | 23.3% | ||
| Q2 25 | 28.7% | 22.7% | ||
| Q1 25 | 14.2% | 22.3% | ||
| Q4 24 | 18.7% | 20.9% | ||
| Q3 24 | 28.0% | 21.6% | ||
| Q2 24 | 26.7% | 21.1% | ||
| Q1 24 | 20.5% | 20.4% |
净利率DVNPH
| Q4 25 | 14.3% | — | ||
| Q3 25 | 16.2% | — | ||
| Q2 25 | 22.2% | 17.6% | ||
| Q1 25 | 10.9% | 19.4% | ||
| Q4 24 | 14.2% | 20.0% | ||
| Q3 24 | 21.4% | 14.2% | ||
| Q2 24 | 21.7% | 15.1% | ||
| Q1 24 | 15.9% | 14.3% |
每股收益（稀释后）DVNPH
| Q4 25 | $0.90 | $6.60 | ||
| Q3 25 | $1.09 | $6.29 | ||
| Q2 25 | $1.41 | $7.16 | ||
| Q1 25 | $0.77 | $7.37 | ||
| Q4 24 | $0.98 | $7.25 | ||
| Q3 24 | $1.30 | $5.34 | ||
| Q2 24 | $1.34 | $6.06 | ||
| Q1 24 | $0.94 | $5.56 |
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 | $1.4B | $427.0M |
| 总债务越低越好 | $8.4B | $7.5B |
| 股东权益账面价值 | $15.5B | $14.3B |
| 总资产 | $31.6B | $30.5B |
| 负债/权益比越低杠杆越低 | 0.54× | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资DVNPH
| Q4 25 | $1.4B | $427.0M | ||
| Q3 25 | $1.2B | $473.0M | ||
| Q2 25 | $1.7B | $467.0M | ||
| Q1 25 | $1.2B | $408.7M | ||
| Q4 24 | $811.0M | $395.5M | ||
| Q3 24 | $645.0M | $371.1M | ||
| Q2 24 | $1.1B | $422.0M | ||
| Q1 24 | $1.1B | $415.5M |
总债务DVNPH
| Q4 25 | $8.4B | $7.5B | ||
| Q3 25 | $8.4B | $7.5B | ||
| Q2 25 | $8.9B | $7.5B | ||
| Q1 25 | $8.9B | $7.4B | ||
| Q4 24 | $8.9B | $6.7B | ||
| Q3 24 | $8.9B | $6.7B | ||
| Q2 24 | $6.1B | $7.2B | ||
| Q1 24 | $6.1B | $7.3B |
股东权益DVNPH
| Q4 25 | $15.5B | $14.3B | ||
| Q3 25 | $15.3B | $13.8B | ||
| Q2 25 | $15.1B | $13.7B | ||
| Q1 25 | $14.5B | $13.4B | ||
| Q4 24 | $14.5B | $13.1B | ||
| Q3 24 | $14.3B | $12.9B | ||
| Q2 24 | $12.6B | $12.1B | ||
| Q1 24 | $12.2B | $11.6B |
总资产DVNPH
| Q4 25 | $31.6B | $30.5B | ||
| Q3 25 | $31.2B | $30.7B | ||
| Q2 25 | $31.4B | $29.5B | ||
| Q1 25 | $30.9B | $28.9B | ||
| Q4 24 | $30.5B | $28.3B | ||
| Q3 24 | $30.3B | $29.6B | ||
| Q2 24 | $25.2B | $29.3B | ||
| Q1 24 | $25.0B | $29.6B |
负债/权益比DVNPH
| Q4 25 | 0.54× | 0.52× | ||
| Q3 25 | 0.55× | 0.54× | ||
| Q2 25 | 0.59× | 0.55× | ||
| Q1 25 | 0.61× | 0.55× | ||
| Q4 24 | 0.61× | 0.51× | ||
| Q3 24 | 0.62× | 0.52× | ||
| Q2 24 | 0.49× | 0.59× | ||
| Q1 24 | 0.51× | 0.63× |
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 | $1.5B | $862.0M |
| 自由现金流经营现金流 - 资本支出 | $702.0M | $768.0M |
| 自由现金流率自由现金流/营收 | 17.8% | 14.8% |
| 资本支出强度资本支出/营收 | 21.1% | 1.8% |
| 现金转化率经营现金流/净利润 | 2.73× | — |
| 过去12个月自由现金流最近4个季度 | $3.1B | $3.3B |
8季度趋势，按日历期对齐
经营现金流DVNPH
| Q4 25 | $1.5B | $862.0M | ||
| Q3 25 | $1.7B | $782.0M | ||
| Q2 25 | $1.5B | $1.5B | ||
| Q1 25 | $1.9B | $630.0M | ||
| Q4 24 | $1.7B | $934.8M | ||
| Q3 24 | $1.7B | $744.0M | ||
| Q2 24 | $1.5B | $1.2B | ||
| Q1 24 | $1.7B | $795.1M |
自由现金流DVNPH
| Q4 25 | $702.0M | $768.0M | ||
| Q3 25 | $820.0M | $693.0M | ||
| Q2 25 | $589.0M | $1.3B | ||
| Q1 25 | $1.0B | $542.4M | ||
| Q4 24 | $738.0M | $813.6M | ||
| Q3 24 | $786.0M | $648.7M | ||
| Q2 24 | $587.0M | $1.1B | ||
| Q1 24 | $844.0M | $715.9M |
自由现金流率DVNPH
| Q4 25 | 17.8% | 14.8% | ||
| Q3 25 | 19.3% | 13.6% | ||
| Q2 25 | 14.6% | 25.5% | ||
| Q1 25 | 22.2% | 10.9% | ||
| Q4 24 | 16.4% | 17.2% | ||
| Q3 24 | 20.7% | 13.2% | ||
| Q2 24 | 15.1% | 21.6% | ||
| Q1 24 | 22.6% | 14.1% |
资本支出强度DVNPH
| Q4 25 | 21.1% | 1.8% | ||
| Q3 25 | 20.5% | 1.8% | ||
| Q2 25 | 23.6% | 2.5% | ||
| Q1 25 | 20.5% | 1.8% | ||
| Q4 24 | 20.6% | 2.6% | ||
| Q3 24 | 23.1% | 1.9% | ||
| Q2 24 | 24.3% | 2.3% | ||
| Q1 24 | 23.9% | 1.6% |
现金转化率DVNPH
| Q4 25 | 2.73× | — | ||
| Q3 25 | 2.46× | — | ||
| Q2 25 | 1.72× | 1.59× | ||
| Q1 25 | 3.93× | 0.66× | ||
| Q4 24 | 2.60× | 0.99× | ||
| Q3 24 | 2.05× | 1.07× | ||
| Q2 24 | 1.82× | 1.58× | ||
| Q1 24 | 2.92× | 1.09× |
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
DVN
| Oil Gas And NGL Sales | $2.6B | 65% |
| Marketing And Midstream Revenues | $1.4B | 35% |
PH
| Filtration And Engineered Materials | $1.5B | 28% |
| Other | $1.1B | 22% |
| Motion Systems | $893.0M | 17% |
| Commercial Aftermarket | $619.0M | 12% |
| Commercial Original Equipment Manufacturer | $561.0M | 11% |
| Defense Original Equipment Manufacturer | $305.0M | 6% |
| Defense Aftermarket | $221.0M | 4% |
