vs
Teledyne Technologies（TDY）与UNIVERSAL CORP（UVV）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UNIVERSAL CORP的1.9倍（$1.6B vs $853.2M），Teledyne Technologies净利率更高（17.1% vs 3.9%，领先13.2%），Teledyne Technologies同比增速更快（7.3% vs -8.1%），Teledyne Technologies自由现金流更多（$339.2M vs $95.1M），过去两年Teledyne Technologies的营收复合增速更高（9.3% vs 6.2%）
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。
环球技术学院（UTI）是美国一家营利性私立技术院校体系，由罗伯特·斯威特于1965年创立，专注于为全美各地学生提供专业职业技术教育培训。
TDY vs UVV — 直观对比
营收规模更大
TDY
是对方的1.9倍
$853.2M
营收增速更快
TDY
高出15.4%
-8.1%
净利率更高
TDY
高出13.2%
3.9%
自由现金流更多
TDY
多$244.1M
$95.1M
两年增速更快
TDY
近两年复合增速
6.2%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $853.2M |
| 净利润 | $275.6M | $33.2M |
| 毛利率 | 42.9% | 17.8% |
| 营业利润率 | 20.4% | 9.6% |
| 净利率 | 17.1% | 3.9% |
| 营收同比 | 7.3% | -8.1% |
| 净利润同比 | 38.8% | -44.2% |
| 每股收益（稀释后） | $5.81 | $1.32 |
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TDYUVV
| Q4 25 | $1.6B | $853.2M | ||
| Q3 25 | $1.5B | $749.4M | ||
| Q2 25 | $1.5B | $592.6M | ||
| Q1 25 | $1.4B | $690.2M | ||
| Q4 24 | $1.5B | $928.0M | ||
| Q3 24 | $1.4B | $708.4M | ||
| Q2 24 | $1.4B | $596.4M | ||
| Q1 24 | $1.4B | $756.3M |
净利润TDYUVV
| Q4 25 | $275.6M | $33.2M | ||
| Q3 25 | $220.7M | $34.2M | ||
| Q2 25 | $209.9M | $8.5M | ||
| Q1 25 | $188.6M | $9.3M | ||
| Q4 24 | $198.5M | $59.6M | ||
| Q3 24 | $262.0M | $25.9M | ||
| Q2 24 | $180.2M | $130.0K | ||
| Q1 24 | $178.5M | $40.3M |
毛利率TDYUVV
| Q4 25 | 42.9% | 17.8% | ||
| Q3 25 | 42.8% | 18.0% | ||
| Q2 25 | 42.6% | 19.1% | ||
| Q1 25 | 42.7% | 15.1% | ||
| Q4 24 | 42.8% | 19.9% | ||
| Q3 24 | 42.9% | 19.9% | ||
| Q2 24 | 43.1% | 16.0% | ||
| Q1 24 | 43.0% | 18.0% |
营业利润率TDYUVV
| Q4 25 | 20.4% | 9.6% | ||
| Q3 25 | 18.4% | 9.0% | ||
| Q2 25 | 18.4% | 5.7% | ||
| Q1 25 | 17.9% | 6.2% | ||
| Q4 24 | 15.8% | 11.2% | ||
| Q3 24 | 18.8% | 9.7% | ||
| Q2 24 | 18.0% | 2.9% | ||
| Q1 24 | 17.4% | 9.0% |
净利率TDYUVV
| Q4 25 | 17.1% | 3.9% | ||
| Q3 25 | 14.3% | 4.6% | ||
| Q2 25 | 13.9% | 1.4% | ||
| Q1 25 | 13.0% | 1.4% | ||
| Q4 24 | 13.2% | 6.4% | ||
| Q3 24 | 18.2% | 3.7% | ||
| Q2 24 | 13.1% | 0.0% | ||
| Q1 24 | 13.2% | 5.3% |
每股收益（稀释后）TDYUVV
| Q4 25 | $5.81 | $1.32 | ||
| Q3 25 | $4.65 | $1.36 | ||
| Q2 25 | $4.43 | $0.34 | ||
| Q1 25 | $3.99 | $0.37 | ||
| Q4 24 | $4.18 | $2.37 | ||
| Q3 24 | $5.54 | $1.03 | ||
| Q2 24 | $3.77 | $0.01 | ||
| Q1 24 | $3.72 | $1.62 |
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 | $352.4M | $85.2M |
| 总债务越低越好 | $2.5B | — |
| 股东权益账面价值 | $10.5B | $1.5B |
| 总资产 | $15.3B | $3.0B |
| 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TDYUVV
| Q4 25 | $352.4M | $85.2M | ||
| Q3 25 | $528.6M | $88.7M | ||
| Q2 25 | $310.9M | $178.4M | ||
| Q1 25 | $461.5M | $260.1M | ||
| Q4 24 | $649.8M | $215.1M | ||
| Q3 24 | $561.0M | $80.1M | ||
| Q2 24 | $443.2M | $101.7M | ||
| Q1 24 | $912.4M | $55.6M |
总债务TDYUVV
| 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TDYUVV
| Q4 25 | $10.5B | $1.5B | ||
| Q3 25 | $10.6B | $1.5B | ||
| Q2 25 | $10.4B | $1.5B | ||
| Q1 25 | $9.9B | $1.5B | ||
| Q4 24 | $9.5B | $1.5B | ||
| Q3 24 | $9.6B | $1.4B | ||
| Q2 24 | $9.3B | $1.4B | ||
| Q1 24 | $9.3B | $1.4B |
总资产TDYUVV
| Q4 25 | $15.3B | $3.0B | ||
| Q3 25 | $15.4B | $3.1B | ||
| Q2 25 | $15.1B | $3.2B | ||
| Q1 25 | $15.0B | $3.0B | ||
| Q4 24 | $14.2B | $3.0B | ||
| Q3 24 | $14.5B | $3.0B | ||
| Q2 24 | $14.2B | $3.0B | ||
| Q1 24 | $14.6B | $2.9B |
负债/权益比TDYUVV
| 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 | $379.0M | $114.3M |
| 自由现金流经营现金流 - 资本支出 | $339.2M | $95.1M |
| 自由现金流率自由现金流/营收 | 21.0% | 11.1% |
| 资本支出强度资本支出/营收 | 2.5% | 2.3% |
| 现金转化率经营现金流/净利润 | 1.38× | 3.44× |
| 过去12个月自由现金流最近4个季度 | $1.1B | $52.7M |
8季度趋势，按日历期对齐
经营现金流TDYUVV
| Q4 25 | $379.0M | $114.3M | ||
| Q3 25 | $343.1M | $32.7M | ||
| Q2 25 | $226.6M | $-205.1M | ||
| Q1 25 | $242.6M | $158.7M | ||
| Q4 24 | $332.4M | $215.6M | ||
| Q3 24 | $249.8M | $15.0M | ||
| Q2 24 | $318.7M | $-62.4M | ||
| Q1 24 | $291.0M | $-27.9M |
自由现金流TDYUVV
| Q4 25 | $339.2M | $95.1M | ||
| Q3 25 | $313.9M | $23.7M | ||
| Q2 25 | $196.3M | $-217.2M | ||
| Q1 25 | $224.6M | $151.0M | ||
| Q4 24 | $303.4M | $199.6M | ||
| Q3 24 | $228.7M | $-1.0M | ||
| Q2 24 | $301.0M | $-85.2M | ||
| Q1 24 | $275.1M | $-46.2M |
自由现金流率TDYUVV
| Q4 25 | 21.0% | 11.1% | ||
| Q3 25 | 20.4% | 3.2% | ||
| Q2 25 | 13.0% | -36.6% | ||
| Q1 25 | 15.5% | 21.9% | ||
| Q4 24 | 20.2% | 21.5% | ||
| Q3 24 | 15.8% | -0.1% | ||
| Q2 24 | 21.9% | -14.3% | ||
| Q1 24 | 20.4% | -6.1% |
资本支出强度TDYUVV
| Q4 25 | 2.5% | 2.3% | ||
| Q3 25 | 1.9% | 1.2% | ||
| Q2 25 | 2.0% | 2.0% | ||
| Q1 25 | 1.2% | 1.1% | ||
| Q4 24 | 1.9% | 1.7% | ||
| Q3 24 | 1.5% | 2.3% | ||
| Q2 24 | 1.3% | 3.8% | ||
| Q1 24 | 1.2% | 2.4% |
现金转化率TDYUVV
| Q4 25 | 1.38× | 3.44× | ||
| Q3 25 | 1.55× | 0.96× | ||
| Q2 25 | 1.08× | -24.14× | ||
| Q1 25 | 1.29× | 17.00× | ||
| Q4 24 | 1.67× | 3.62× | ||
| Q3 24 | 0.95× | 0.58× | ||
| Q2 24 | 1.77× | -480.34× | ||
| Q1 24 | 1.63× | -0.69× |
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
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% |
UVV
| Tobacco Operations | $779.9M | 91% |
| Service Other | $36.7M | 4% |
| Other | $17.8M | 2% |
