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诺信(NDSN)与Revvity(RVTY)财务数据对比。点击上方公司名可切换其他公司
Revvity的季度营收约是诺信的1.0倍($772.1M vs $751.8M),诺信净利率更高(20.2% vs 12.7%,领先7.4%),Revvity同比增速更快(5.9% vs 1.0%),诺信自由现金流更多($193.9M vs $161.8M),过去两年Revvity的营收复合增速更高(9.0% vs 9.0%)
诺信(Nordson Corporation)是总部位于美国的跨国企业,专业设计生产民用及工业场景使用的胶粘剂、密封剂、涂料喷涂设备,同时生产电子元器件检测设备、固化及表面处理技术系统,还布局了医疗设备与组件技术相关业务。
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。
NDSN vs RVTY — 直观对比
营收规模更大
RVTY
是对方的1.0倍
$751.8M
营收增速更快
RVTY
高出4.9%
1.0%
净利率更高
NDSN
高出7.4%
12.7%
自由现金流更多
NDSN
多$32.1M
$161.8M
两年增速更快
RVTY
近两年复合增速
9.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $751.8M | $772.1M |
| 净利润 | $151.6M | $98.4M |
| 毛利率 | 56.3% | — |
| 营业利润率 | 28.5% | 14.5% |
| 净利率 | 20.2% | 12.7% |
| 营收同比 | 1.0% | 5.9% |
| 净利润同比 | 24.1% | 3.9% |
| 每股收益(稀释后) | $2.67 | $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
NDSN
RVTY
| Q4 25 | $751.8M | $772.1M | ||
| Q3 25 | $741.5M | $698.9M | ||
| Q2 25 | $682.9M | $720.3M | ||
| Q1 25 | $615.4M | $664.8M | ||
| Q4 24 | $744.5M | $729.4M | ||
| Q3 24 | $661.6M | $684.0M | ||
| Q2 24 | $650.6M | $691.7M | ||
| Q1 24 | $633.2M | $649.9M |
净利润
NDSN
RVTY
| Q4 25 | $151.6M | $98.4M | ||
| Q3 25 | $125.8M | $46.7M | ||
| Q2 25 | $112.4M | $53.9M | ||
| Q1 25 | $94.7M | $42.2M | ||
| Q4 24 | $122.2M | $94.6M | ||
| Q3 24 | $117.3M | $94.4M | ||
| Q2 24 | $118.2M | $55.4M | ||
| Q1 24 | $109.6M | $26.0M |
毛利率
NDSN
RVTY
| Q4 25 | 56.3% | — | ||
| Q3 25 | 54.8% | 53.6% | ||
| Q2 25 | 54.7% | 54.5% | ||
| Q1 25 | 54.6% | 56.5% | ||
| Q4 24 | 54.1% | — | ||
| Q3 24 | 55.8% | 56.3% | ||
| Q2 24 | 56.2% | 55.7% | ||
| Q1 24 | 55.0% | 54.6% |
营业利润率
NDSN
RVTY
| Q4 25 | 28.5% | 14.5% | ||
| Q3 25 | 25.3% | 11.7% | ||
| Q2 25 | 24.7% | 12.6% | ||
| Q1 25 | 22.9% | 10.9% | ||
| Q4 24 | 24.0% | 16.3% | ||
| Q3 24 | 25.3% | 14.3% | ||
| Q2 24 | 25.9% | 12.4% | ||
| Q1 24 | 25.2% | 6.8% |
净利率
NDSN
RVTY
| Q4 25 | 20.2% | 12.7% | ||
| Q3 25 | 17.0% | 6.7% | ||
| Q2 25 | 16.5% | 7.5% | ||
| Q1 25 | 15.4% | 6.4% | ||
| Q4 24 | 16.4% | 13.0% | ||
| Q3 24 | 17.7% | 13.8% | ||
| Q2 24 | 18.2% | 8.0% | ||
| Q1 24 | 17.3% | 4.0% |
每股收益(稀释后)
NDSN
RVTY
| Q4 25 | $2.67 | $0.86 | ||
| Q3 25 | $2.22 | $0.40 | ||
| Q2 25 | $1.97 | $0.46 | ||
| Q1 25 | $1.65 | $0.35 | ||
| Q4 24 | $2.12 | $0.77 | ||
| Q3 24 | $2.04 | $0.77 | ||
| Q2 24 | $2.05 | $0.45 | ||
| Q1 24 | $1.90 | $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 | $108.4M | $919.9M |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $3.0B | $7.3B |
| 总资产 | $5.9B | $12.2B |
| 负债/权益比越低杠杆越低 | 0.66× | — |
8季度趋势,按日历期对齐
现金及短期投资
NDSN
RVTY
| Q4 25 | $108.4M | $919.9M | ||
| Q3 25 | $147.8M | $931.4M | ||
| Q2 25 | $130.2M | $991.8M | ||
| Q1 25 | $130.4M | $1.1B | ||
| Q4 24 | $116.0M | $1.2B | ||
| Q3 24 | $165.3M | $1.2B | ||
| Q2 24 | $125.4M | $2.0B | ||
| Q1 24 | $136.2M | $1.7B |
总债务
NDSN
RVTY
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.1B | — | ||
| Q2 25 | $2.2B | — | ||
| Q1 25 | $2.2B | — | ||
| Q4 24 | $2.2B | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.5B | — | ||
| Q1 24 | $1.6B | — |
股东权益
NDSN
RVTY
| Q4 25 | $3.0B | $7.3B | ||
| Q3 25 | $3.0B | $7.4B | ||
| Q2 25 | $3.0B | $7.6B | ||
| Q1 25 | $2.9B | $7.6B | ||
| Q4 24 | $2.9B | $7.7B | ||
| Q3 24 | $2.9B | $7.9B | ||
| Q2 24 | $2.8B | $7.9B | ||
| Q1 24 | $2.7B | $7.8B |
总资产
NDSN
RVTY
| Q4 25 | $5.9B | $12.2B | ||
| Q3 25 | $6.0B | $12.1B | ||
| Q2 25 | $6.1B | $12.4B | ||
| Q1 25 | $5.9B | $12.4B | ||
| Q4 24 | $6.0B | $12.4B | ||
| Q3 24 | $5.2B | $12.8B | ||
| Q2 24 | $5.2B | $13.4B | ||
| Q1 24 | $5.2B | $13.4B |
负债/权益比
NDSN
RVTY
| Q4 25 | 0.66× | — | ||
| Q3 25 | 0.71× | — | ||
| Q2 25 | 0.74× | — | ||
| Q1 25 | 0.75× | — | ||
| Q4 24 | 0.75× | — | ||
| Q3 24 | 0.52× | — | ||
| Q2 24 | 0.55× | — | ||
| Q1 24 | 0.60× | — |
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 | $202.9M | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $193.9M | $161.8M |
| 自由现金流率自由现金流/营收 | 25.8% | 21.0% |
| 资本支出强度资本支出/营收 | 1.2% | 2.6% |
| 现金转化率经营现金流/净利润 | 1.34× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $661.1M | $509.4M |
8季度趋势,按日历期对齐
经营现金流
NDSN
RVTY
| Q4 25 | $202.9M | $182.0M | ||
| Q3 25 | $238.0M | $138.5M | ||
| Q2 25 | $119.2M | $134.3M | ||
| Q1 25 | $159.1M | $128.2M | ||
| Q4 24 | $96.4M | $174.2M | ||
| Q3 24 | $164.8M | $147.9M | ||
| Q2 24 | $122.6M | $158.6M | ||
| Q1 24 | $172.4M | $147.6M |
自由现金流
NDSN
RVTY
| Q4 25 | $193.9M | $161.8M | ||
| Q3 25 | $226.4M | $120.0M | ||
| Q2 25 | $103.1M | $115.5M | ||
| Q1 25 | $137.7M | $112.2M | ||
| Q4 24 | $75.8M | $149.8M | ||
| Q3 24 | $143.0M | $125.6M | ||
| Q2 24 | $108.2M | $136.6M | ||
| Q1 24 | $164.8M | $129.7M |
自由现金流率
NDSN
RVTY
| Q4 25 | 25.8% | 21.0% | ||
| Q3 25 | 30.5% | 17.2% | ||
| Q2 25 | 15.1% | 16.0% | ||
| Q1 25 | 22.4% | 16.9% | ||
| Q4 24 | 10.2% | 20.5% | ||
| Q3 24 | 21.6% | 18.4% | ||
| Q2 24 | 16.6% | 19.7% | ||
| Q1 24 | 26.0% | 20.0% |
资本支出强度
NDSN
RVTY
| Q4 25 | 1.2% | 2.6% | ||
| Q3 25 | 1.6% | 2.6% | ||
| Q2 25 | 2.3% | 2.6% | ||
| Q1 25 | 3.5% | 2.4% | ||
| Q4 24 | 2.8% | 3.4% | ||
| Q3 24 | 3.3% | 3.3% | ||
| Q2 24 | 2.2% | 3.2% | ||
| Q1 24 | 1.2% | 2.7% |
现金转化率
NDSN
RVTY
| Q4 25 | 1.34× | 1.85× | ||
| Q3 25 | 1.89× | 2.97× | ||
| Q2 25 | 1.06× | 2.49× | ||
| Q1 25 | 1.68× | 3.03× | ||
| Q4 24 | 0.79× | 1.84× | ||
| Q3 24 | 1.41× | 1.57× | ||
| Q2 24 | 1.04× | 2.87× | ||
| Q1 24 | 1.57× | 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
NDSN
| Advanced Technology Systems | $624.5M | 83% |
| Other | $127.3M | 17% |
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% |