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帕兰提尔科技（PLTR）与Teledyne Technologies（TDY）财务数据对比。点击上方公司名可切换其他公司
Teledyne Technologies的季度营收约是帕兰提尔科技的1.1倍（$1.6B vs $1.4B），帕兰提尔科技净利率更高（43.3% vs 17.1%，领先26.2%），帕兰提尔科技同比增速更快（70.0% vs 7.3%），帕兰提尔科技自由现金流更多（$764.0M vs $339.2M），过去两年帕兰提尔科技的营收复合增速更高（48.9% vs 9.3%）
帕兰提尔科技是美国上市企业，专注研发数据集成与分析平台，为政府机构、军方及各行业企业提供多源数据整合分析能力。旗下核心产品Gotham与Foundry可打通相互孤立的数据库，广泛支撑情报作业、反恐分析、执法工作及企业级数据分析场景。
Teledyne Technologies是美国大型工业集团企业，1960年由亨利·辛格尔顿与乔治·科兹梅茨基共同创立，最初成立时名为Teledyne Inc.，发展至今在全球工业技术领域拥有较高的行业知名度与市场影响力。
PLTR vs TDY — 直观对比
营收规模更大
TDY
是对方的1.1倍
$1.4B
营收增速更快
PLTR
高出62.7%
7.3%
净利率更高
PLTR
高出26.2%
17.1%
自由现金流更多
PLTR
多$424.8M
$339.2M
两年增速更快
PLTR
近两年复合增速
9.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.6B |
| 净利润 | $608.7M | $275.6M |
| 毛利率 | 84.6% | 42.9% |
| 营业利润率 | 40.9% | 20.4% |
| 净利率 | 43.3% | 17.1% |
| 营收同比 | 70.0% | 7.3% |
| 净利润同比 | 670.4% | 38.8% |
| 每股收益（稀释后） | $0.24 | $5.81 |
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PLTRTDY
| Q4 25 | $1.4B | $1.6B | ||
| Q3 25 | $1.2B | $1.5B | ||
| Q2 25 | $1.0B | $1.5B | ||
| Q1 25 | $883.9M | $1.4B | ||
| Q4 24 | $827.5M | $1.5B | ||
| Q3 24 | $725.5M | $1.4B | ||
| Q2 24 | $678.1M | $1.4B | ||
| Q1 24 | $634.3M | $1.4B |
净利润PLTRTDY
| Q4 25 | $608.7M | $275.6M | ||
| Q3 25 | $475.6M | $220.7M | ||
| Q2 25 | $326.7M | $209.9M | ||
| Q1 25 | $214.0M | $188.6M | ||
| Q4 24 | $79.0M | $198.5M | ||
| Q3 24 | $143.5M | $262.0M | ||
| Q2 24 | $134.1M | $180.2M | ||
| Q1 24 | $105.5M | $178.5M |
毛利率PLTRTDY
| Q4 25 | 84.6% | 42.9% | ||
| Q3 25 | 82.4% | 42.8% | ||
| Q2 25 | 80.8% | 42.6% | ||
| Q1 25 | 80.4% | 42.7% | ||
| Q4 24 | 78.9% | 42.8% | ||
| Q3 24 | 79.8% | 42.9% | ||
| Q2 24 | 81.0% | 43.1% | ||
| Q1 24 | 81.7% | 43.0% |
营业利润率PLTRTDY
| Q4 25 | 40.9% | 20.4% | ||
| Q3 25 | 33.3% | 18.4% | ||
| Q2 25 | 26.8% | 18.4% | ||
| Q1 25 | 19.9% | 17.9% | ||
| Q4 24 | 1.3% | 15.8% | ||
| Q3 24 | 15.6% | 18.8% | ||
| Q2 24 | 15.5% | 18.0% | ||
| Q1 24 | 12.8% | 17.4% |
净利率PLTRTDY
| Q4 25 | 43.3% | 17.1% | ||
| Q3 25 | 40.3% | 14.3% | ||
| Q2 25 | 32.6% | 13.9% | ||
| Q1 25 | 24.2% | 13.0% | ||
| Q4 24 | 9.5% | 13.2% | ||
| Q3 24 | 19.8% | 18.2% | ||
| Q2 24 | 19.8% | 13.1% | ||
| Q1 24 | 16.6% | 13.2% |
每股收益（稀释后）PLTRTDY
| Q4 25 | $0.24 | $5.81 | ||
| Q3 25 | $0.18 | $4.65 | ||
| Q2 25 | $0.13 | $4.43 | ||
| Q1 25 | $0.08 | $3.99 | ||
| Q4 24 | $0.03 | $4.18 | ||
| Q3 24 | $0.06 | $5.54 | ||
| Q2 24 | $0.06 | $3.77 | ||
| Q1 24 | $0.04 | $3.72 |
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 | $7.2B | $352.4M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $7.4B | $10.5B |
| 总资产 | $8.9B | $15.3B |
| 负债/权益比越低杠杆越低 | — | 0.24× |
8季度趋势，按日历期对齐
现金及短期投资PLTRTDY
| Q4 25 | $7.2B | $352.4M | ||
| Q3 25 | $6.4B | $528.6M | ||
| Q2 25 | $6.0B | $310.9M | ||
| Q1 25 | $5.4B | $461.5M | ||
| Q4 24 | $5.2B | $649.8M | ||
| Q3 24 | $4.6B | $561.0M | ||
| Q2 24 | $4.0B | $443.2M | ||
| Q1 24 | $3.9B | $912.4M |
总债务PLTRTDY
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.5B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | — | $2.8B | ||
| Q1 24 | — | $3.2B |
股东权益PLTRTDY
| Q4 25 | $7.4B | $10.5B | ||
| Q3 25 | $6.6B | $10.6B | ||
| Q2 25 | $5.9B | $10.4B | ||
| Q1 25 | $5.4B | $9.9B | ||
| Q4 24 | $5.0B | $9.5B | ||
| Q3 24 | $4.5B | $9.6B | ||
| Q2 24 | $4.1B | $9.3B | ||
| Q1 24 | $3.8B | $9.3B |
总资产PLTRTDY
| Q4 25 | $8.9B | $15.3B | ||
| Q3 25 | $8.1B | $15.4B | ||
| Q2 25 | $7.4B | $15.1B | ||
| Q1 25 | $6.7B | $15.0B | ||
| Q4 24 | $6.3B | $14.2B | ||
| Q3 24 | $5.8B | $14.5B | ||
| Q2 24 | $5.2B | $14.2B | ||
| Q1 24 | $4.8B | $14.6B |
负债/权益比PLTRTDY
| Q4 25 | — | 0.24× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.25× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | 0.28× | ||
| Q3 24 | — | 0.29× | ||
| Q2 24 | — | 0.30× | ||
| Q1 24 | — | 0.35× |
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 | $777.3M | $379.0M |
| 自由现金流经营现金流 - 资本支出 | $764.0M | $339.2M |
| 自由现金流率自由现金流/营收 | 54.3% | 21.0% |
| 资本支出强度资本支出/营收 | 0.9% | 2.5% |
| 现金转化率经营现金流/净利润 | 1.28× | 1.38× |
| 过去12个月自由现金流最近4个季度 | $2.1B | $1.1B |
8季度趋势，按日历期对齐
经营现金流PLTRTDY
| Q4 25 | $777.3M | $379.0M | ||
| Q3 25 | $507.7M | $343.1M | ||
| Q2 25 | $539.3M | $226.6M | ||
| Q1 25 | $310.3M | $242.6M | ||
| Q4 24 | $460.3M | $332.4M | ||
| Q3 24 | $419.8M | $249.8M | ||
| Q2 24 | $144.2M | $318.7M | ||
| Q1 24 | $129.6M | $291.0M |
自由现金流PLTRTDY
| Q4 25 | $764.0M | $339.2M | ||
| Q3 25 | $500.9M | $313.9M | ||
| Q2 25 | $531.6M | $196.3M | ||
| Q1 25 | $304.1M | $224.6M | ||
| Q4 24 | $457.2M | $303.4M | ||
| Q3 24 | $415.8M | $228.7M | ||
| Q2 24 | $141.3M | $301.0M | ||
| Q1 24 | $126.9M | $275.1M |
自由现金流率PLTRTDY
| Q4 25 | 54.3% | 21.0% | ||
| Q3 25 | 42.4% | 20.4% | ||
| Q2 25 | 53.0% | 13.0% | ||
| Q1 25 | 34.4% | 15.5% | ||
| Q4 24 | 55.3% | 20.2% | ||
| Q3 24 | 57.3% | 15.8% | ||
| Q2 24 | 20.8% | 21.9% | ||
| Q1 24 | 20.0% | 20.4% |
资本支出强度PLTRTDY
| Q4 25 | 0.9% | 2.5% | ||
| Q3 25 | 0.6% | 1.9% | ||
| Q2 25 | 0.8% | 2.0% | ||
| Q1 25 | 0.7% | 1.2% | ||
| Q4 24 | 0.4% | 1.9% | ||
| Q3 24 | 0.5% | 1.5% | ||
| Q2 24 | 0.4% | 1.3% | ||
| Q1 24 | 0.4% | 1.2% |
现金转化率PLTRTDY
| Q4 25 | 1.28× | 1.38× | ||
| Q3 25 | 1.07× | 1.55× | ||
| Q2 25 | 1.65× | 1.08× | ||
| Q1 25 | 1.45× | 1.29× | ||
| Q4 24 | 5.83× | 1.67× | ||
| Q3 24 | 2.92× | 0.95× | ||
| Q2 24 | 1.08× | 1.77× | ||
| Q1 24 | 1.23× | 1.63× |
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
PLTR
| Geographic Concentration Risk | $1.1B | 77% |
| Other | $330.4M | 23% |
TDY
| Commercial And Other | $681.5M | 42% |
| Aerospace And Defense Electronics | $275.9M | 17% |
| Marine Instrumentation | $177.1M | 11% |
| United States Government | $169.0M | 10% |
| Environmental Instrumentation | $120.7M | 7% |
| Engineered Systems | $103.3M | 6% |
| Test And Measurement Instrumentation | $84.8M | 5% |
