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西南航空（LUV）与泰科电子（TEL）财务数据对比。点击上方公司名可切换其他公司
西南航空的季度营收约是泰科电子的1.6倍（$7.2B vs $4.7B），泰科电子净利率更高（16.1% vs 3.1%，领先12.9%），泰科电子同比增速更快（21.7% vs 12.8%），过去两年泰科电子的营收复合增速更高（8.5% vs -0.7%）
西南航空是美国知名低成本航空公司，总部位于得克萨斯州达拉斯市洛夫菲尔德片区。截至2024年，按客运量计算其为北美第四大航空公司，旗下机队全部采用波音737机型，运营航线覆盖美国42个州、华盛顿哥伦比亚特区的100余个目的地。
TE Connectivity（泰科电子）是一家注册地涵盖美国与爱尔兰的科技企业，专注于电气及电子元器件的设计与制造，产品广泛应用于汽车、航空航天、国防、医疗、能源等多个行业，可为不同领域客户提供高性能连接解决方案。
LUV vs TEL — 直观对比
营收规模更大
LUV
是对方的1.6倍
$4.7B
营收增速更快
TEL
高出8.9%
12.8%
净利率更高
TEL
高出12.9%
3.1%
两年增速更快
TEL
近两年复合增速
-0.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $7.2B | $4.7B |
| 净利润 | $227.0M | $750.0M |
| 毛利率 | — | 37.2% |
| 营业利润率 | — | 20.6% |
| 净利率 | 3.1% | 16.1% |
| 营收同比 | 12.8% | 21.7% |
| 净利润同比 | 252.3% | 42.0% |
| 每股收益（稀释后） | $0.45 | $2.53 |
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LUVTEL
| Q1 26 | $7.2B | — | ||
| Q4 25 | $7.4B | $4.7B | ||
| Q3 25 | $6.9B | $4.7B | ||
| Q2 25 | $7.2B | $4.5B | ||
| Q1 25 | $6.4B | $4.1B | ||
| Q4 24 | $6.9B | $3.8B | ||
| Q3 24 | $6.9B | $4.1B | ||
| Q2 24 | $7.4B | $4.0B |
净利润LUVTEL
| Q1 26 | $227.0M | — | ||
| Q4 25 | $323.0M | $750.0M | ||
| Q3 25 | $54.0M | $663.0M | ||
| Q2 25 | $213.0M | $638.0M | ||
| Q1 25 | $-149.0M | $13.0M | ||
| Q4 24 | $262.0M | $528.0M | ||
| Q3 24 | $67.0M | $276.0M | ||
| Q2 24 | $367.0M | $573.0M |
毛利率LUVTEL
| Q1 26 | — | — | ||
| Q4 25 | — | 37.2% | ||
| Q3 25 | — | 35.0% | ||
| Q2 25 | — | 35.3% | ||
| Q1 25 | — | 35.2% | ||
| Q4 24 | — | 35.5% | ||
| Q3 24 | — | 34.0% | ||
| Q2 24 | — | 34.8% |
营业利润率LUVTEL
| Q1 26 | — | — | ||
| Q4 25 | 5.3% | 20.6% | ||
| Q3 25 | 0.5% | 19.3% | ||
| Q2 25 | 3.1% | 18.9% | ||
| Q1 25 | -3.5% | 18.1% | ||
| Q4 24 | 4.0% | 18.0% | ||
| Q3 24 | 0.6% | 16.0% | ||
| Q2 24 | 5.4% | 19.0% |
净利率LUVTEL
| Q1 26 | 3.1% | — | ||
| Q4 25 | 4.3% | 16.1% | ||
| Q3 25 | 0.8% | 14.0% | ||
| Q2 25 | 2.9% | 14.1% | ||
| Q1 25 | -2.3% | 0.3% | ||
| Q4 24 | 3.8% | 13.8% | ||
| Q3 24 | 1.0% | 6.8% | ||
| Q2 24 | 5.0% | 14.4% |
每股收益（稀释后）LUVTEL
| Q1 26 | $0.45 | — | ||
| Q4 25 | $0.56 | $2.53 | ||
| Q3 25 | $0.10 | $2.23 | ||
| Q2 25 | $0.39 | $2.14 | ||
| Q1 25 | $-0.26 | $0.04 | ||
| Q4 24 | $0.46 | $1.75 | ||
| Q3 24 | $0.11 | $0.96 | ||
| Q2 24 | $0.58 | $1.86 |
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 | $3.3B | $1.3B |
| 总债务越低越好 | $5.4B | — |
| 股东权益账面价值 | $6.9B | $13.0B |
| 总资产 | $20.4B | $25.6B |
| 负债/权益比越低杠杆越低 | 0.78× | — |
8季度趋势，按日历期对齐
现金及短期投资LUVTEL
| Q1 26 | $3.3B | — | ||
| Q4 25 | $3.2B | $1.3B | ||
| Q3 25 | $3.0B | $1.3B | ||
| Q2 25 | $3.8B | $672.0M | ||
| Q1 25 | $8.3B | $2.6B | ||
| Q4 24 | $8.7B | $1.3B | ||
| Q3 24 | $9.4B | $1.3B | ||
| Q2 24 | $10.0B | $1.5B |
总债务LUVTEL
| Q1 26 | $5.4B | — | ||
| Q4 25 | $4.6B | — | ||
| Q3 25 | $4.1B | — | ||
| Q2 25 | $4.1B | — | ||
| Q1 25 | $4.1B | — | ||
| Q4 24 | $5.1B | — | ||
| Q3 24 | $5.1B | — | ||
| Q2 24 | $5.1B | — |
股东权益LUVTEL
| Q1 26 | $6.9B | — | ||
| Q4 25 | $8.0B | $13.0B | ||
| Q3 25 | $7.8B | $12.6B | ||
| Q2 25 | $8.0B | $12.4B | ||
| Q1 25 | $9.4B | $12.1B | ||
| Q4 24 | $10.3B | $12.4B | ||
| Q3 24 | $10.4B | $12.4B | ||
| Q2 24 | $10.5B | $12.6B |
总资产LUVTEL
| Q1 26 | $20.4B | — | ||
| Q4 25 | $29.1B | $25.6B | ||
| Q3 25 | $28.3B | $25.1B | ||
| Q2 25 | $28.7B | $24.9B | ||
| Q1 25 | $33.2B | $23.7B | ||
| Q4 24 | $33.8B | $22.4B | ||
| Q3 24 | $34.8B | $22.9B | ||
| Q2 24 | $35.6B | $22.9B |
负债/权益比LUVTEL
| Q1 26 | 0.78× | — | ||
| Q4 25 | 0.57× | — | ||
| Q3 25 | 0.52× | — | ||
| Q2 25 | 0.51× | — | ||
| Q1 25 | 0.44× | — | ||
| Q4 24 | 0.49× | — | ||
| Q3 24 | 0.49× | — | ||
| Q2 24 | 0.48× | — |
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 | $1.4B | $865.0M |
| 自由现金流经营现金流 - 资本支出 | — | $607.0M |
| 自由现金流率自由现金流/营收 | — | 13.0% |
| 资本支出强度资本支出/营收 | 8.7% | 5.5% |
| 现金转化率经营现金流/净利润 | 6.25× | 1.15× |
| 过去12个月自由现金流最近4个季度 | — | $3.1B |
8季度趋势，按日历期对齐
经营现金流LUVTEL
| Q1 26 | $1.4B | — | ||
| Q4 25 | $294.0M | $865.0M | ||
| Q3 25 | $287.0M | $1.4B | ||
| Q2 25 | $401.0M | $1.2B | ||
| Q1 25 | $860.0M | $653.0M | ||
| Q4 24 | $476.0M | $878.0M | ||
| Q3 24 | $113.0M | $1.0B | ||
| Q2 24 | $-23.0M | $1.0B |
自由现金流LUVTEL
| Q1 26 | — | — | ||
| Q4 25 | $-565.0M | $607.0M | ||
| Q3 25 | $-391.0M | $1.1B | ||
| Q2 25 | $-234.0M | $957.0M | ||
| Q1 25 | $359.0M | $423.0M | ||
| Q4 24 | $16.0M | $673.0M | ||
| Q3 24 | $-404.0M | $829.0M | ||
| Q2 24 | $-517.0M | $857.0M |
自由现金流率LUVTEL
| Q1 26 | — | — | ||
| Q4 25 | -7.6% | 13.0% | ||
| Q3 25 | -5.6% | 24.2% | ||
| Q2 25 | -3.2% | 21.1% | ||
| Q1 25 | 5.6% | 10.2% | ||
| Q4 24 | 0.2% | 17.5% | ||
| Q3 24 | -5.9% | 20.4% | ||
| Q2 24 | -7.0% | 21.5% |
资本支出强度LUVTEL
| Q1 26 | 8.7% | — | ||
| Q4 25 | 11.5% | 5.5% | ||
| Q3 25 | 9.8% | 5.7% | ||
| Q2 25 | 8.8% | 5.1% | ||
| Q1 25 | 7.8% | 5.6% | ||
| Q4 24 | 6.6% | 5.3% | ||
| Q3 24 | 7.5% | 5.2% | ||
| Q2 24 | 6.7% | 3.7% |
现金转化率LUVTEL
| Q1 26 | 6.25× | — | ||
| Q4 25 | 0.91× | 1.15× | ||
| Q3 25 | 5.31× | 2.14× | ||
| Q2 25 | 1.88× | 1.86× | ||
| Q1 25 | — | 50.23× | ||
| Q4 24 | 1.82× | 1.66× | ||
| Q3 24 | 1.69× | 3.78× | ||
| Q2 24 | -0.06× | 1.76× |
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
LUV
| Passenger | $6.6B | 91% |
| Other | $614.0M | 8% |
| Freight | $44.0M | 1% |
TEL
| Automotive Industry End Market | $1.9B | 40% |
| Digital Data Networks | $707.0M | 15% |
| Automation And Connected Living Industry End Market | $549.0M | 12% |
| Energy Industry End Market | $406.0M | 9% |
| Aerospace Defense And Marine Industry End Market | $381.0M | 8% |
| Commercial Transportation Industry End Market | $370.0M | 8% |
| Sensors Industry End Market | $212.0M | 5% |
| Medical Industry End Market | $159.0M | 3% |
