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泰科电子（TEL）与特灵科技（TT）财务数据对比。点击上方公司名可切换其他公司
特灵科技的季度营收约是泰科电子的1.1倍（$5.1B vs $4.7B），泰科电子净利率更高（16.1% vs 11.5%，领先4.6%），泰科电子同比增速更快（21.7% vs 5.5%），过去两年特灵科技的营收复合增速更高（10.5% vs 8.5%）
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。
特灵科技是一家注册地位于爱尔兰的企业，核心业务覆盖采暖、通风、空调及制冷系统领域。品牌历史可追溯至150多年前，历经多次并购与分拆：2008年暖通空调厂商特灵被美国工业工具制造商英格索兰收购，2020年工具业务分拆独立为英格索兰，剩余业务正式更名特灵科技。
TEL vs TT — 直观对比
营收规模更大
TT
是对方的1.1倍
$4.7B
营收增速更快
TEL
高出16.2%
5.5%
净利率更高
TEL
高出4.6%
11.5%
两年增速更快
TT
近两年复合增速
8.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.7B | $5.1B |
| 净利润 | $750.0M | $591.3M |
| 毛利率 | 37.2% | — |
| 营业利润率 | 20.6% | 15.9% |
| 净利率 | 16.1% | 11.5% |
| 营收同比 | 21.7% | 5.5% |
| 净利润同比 | 42.0% | -2.2% |
| 每股收益（稀释后） | $2.53 | $2.64 |
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TELTT
| Q4 25 | $4.7B | $5.1B | ||
| Q3 25 | $4.7B | $5.7B | ||
| Q2 25 | $4.5B | $5.7B | ||
| Q1 25 | $4.1B | $4.7B | ||
| Q4 24 | $3.8B | $4.9B | ||
| Q3 24 | $4.1B | $5.4B | ||
| Q2 24 | $4.0B | $5.3B | ||
| Q1 24 | $4.0B | $4.2B |
净利润TELTT
| Q4 25 | $750.0M | $591.3M | ||
| Q3 25 | $663.0M | $847.6M | ||
| Q2 25 | $638.0M | $874.8M | ||
| Q1 25 | $13.0M | $604.9M | ||
| Q4 24 | $528.0M | $604.3M | ||
| Q3 24 | $276.0M | $772.0M | ||
| Q2 24 | $573.0M | $755.3M | ||
| Q1 24 | $541.0M | $436.3M |
毛利率TELTT
| Q4 25 | 37.2% | — | ||
| Q3 25 | 35.0% | 36.9% | ||
| Q2 25 | 35.3% | 37.6% | ||
| Q1 25 | 35.2% | 35.8% | ||
| Q4 24 | 35.5% | — | ||
| Q3 24 | 34.0% | 36.3% | ||
| Q2 24 | 34.8% | 36.5% | ||
| Q1 24 | 34.4% | 34.6% |
营业利润率TELTT
| Q4 25 | 20.6% | 15.9% | ||
| Q3 25 | 19.3% | 20.3% | ||
| Q2 25 | 18.9% | 20.3% | ||
| Q1 25 | 18.1% | 17.5% | ||
| Q4 24 | 18.0% | 16.6% | ||
| Q3 24 | 16.0% | 18.8% | ||
| Q2 24 | 19.0% | 19.5% | ||
| Q1 24 | 17.4% | 15.0% |
净利率TELTT
| Q4 25 | 16.1% | 11.5% | ||
| Q3 25 | 14.0% | 14.8% | ||
| Q2 25 | 14.1% | 15.2% | ||
| Q1 25 | 0.3% | 12.9% | ||
| Q4 24 | 13.8% | 12.4% | ||
| Q3 24 | 6.8% | 14.2% | ||
| Q2 24 | 14.4% | 14.2% | ||
| Q1 24 | 13.6% | 10.3% |
每股收益（稀释后）TELTT
| Q4 25 | $2.53 | $2.64 | ||
| Q3 25 | $2.23 | $3.78 | ||
| Q2 25 | $2.14 | $3.89 | ||
| Q1 25 | $0.04 | $2.67 | ||
| Q4 24 | $1.75 | $2.65 | ||
| Q3 24 | $0.96 | $3.39 | ||
| Q2 24 | $1.86 | $3.30 | ||
| Q1 24 | $1.75 | $1.90 |
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 | $1.3B | $1.8B |
| 总债务越低越好 | — | $4.6B |
| 股东权益账面价值 | $13.0B | $8.6B |
| 总资产 | $25.6B | $21.4B |
| 负债/权益比越低杠杆越低 | — | 0.54× |
8季度趋势，按日历期对齐
现金及短期投资TELTT
| Q4 25 | $1.3B | $1.8B | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $672.0M | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $1.3B | $1.6B | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.5B | — | ||
| Q1 24 | $1.2B | — |
总债务TELTT
| Q4 25 | — | $4.6B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $4.8B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益TELTT
| Q4 25 | $13.0B | $8.6B | ||
| Q3 25 | $12.6B | $8.3B | ||
| Q2 25 | $12.4B | $7.8B | ||
| Q1 25 | $12.1B | $7.5B | ||
| Q4 24 | $12.4B | $7.5B | ||
| Q3 24 | $12.4B | $7.6B | ||
| Q2 24 | $12.6B | $6.9B | ||
| Q1 24 | $12.4B | $6.9B |
总资产TELTT
| Q4 25 | $25.6B | $21.4B | ||
| Q3 25 | $25.1B | $21.4B | ||
| Q2 25 | $24.9B | $21.0B | ||
| Q1 25 | $23.7B | $20.1B | ||
| Q4 24 | $22.4B | $20.1B | ||
| Q3 24 | $22.9B | $20.9B | ||
| Q2 24 | $22.9B | $20.2B | ||
| Q1 24 | $22.8B | $19.3B |
负债/权益比TELTT
| Q4 25 | — | 0.54× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.64× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $865.0M | $1.2B |
| 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 | 5.5% | — |
| 现金转化率经营现金流/净利润 | 1.15× | 1.96× |
| 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TELTT
| Q4 25 | $865.0M | $1.2B | ||
| Q3 25 | $1.4B | $1.0B | ||
| Q2 25 | $1.2B | $692.1M | ||
| Q1 25 | $653.0M | $339.5M | ||
| Q4 24 | $878.0M | $899.9M | ||
| Q3 24 | $1.0B | $1.3B | ||
| Q2 24 | $1.0B | $695.9M | ||
| Q1 24 | $710.0M | $247.2M |
自由现金流TELTT
| Q4 25 | $607.0M | — | ||
| Q3 25 | $1.1B | $935.6M | ||
| Q2 25 | $957.0M | $602.2M | ||
| Q1 25 | $423.0M | $220.6M | ||
| Q4 24 | $673.0M | $774.3M | ||
| Q3 24 | $829.0M | $1.2B | ||
| Q2 24 | $857.0M | $623.0M | ||
| Q1 24 | $543.0M | $163.4M |
自由现金流率TELTT
| Q4 25 | 13.0% | — | ||
| Q3 25 | 24.2% | 16.3% | ||
| Q2 25 | 21.1% | 10.5% | ||
| Q1 25 | 10.2% | 4.7% | ||
| Q4 24 | 17.5% | 15.9% | ||
| Q3 24 | 20.4% | 22.3% | ||
| Q2 24 | 21.5% | 11.7% | ||
| Q1 24 | 13.7% | 3.9% |
资本支出强度TELTT
| Q4 25 | 5.5% | — | ||
| Q3 25 | 5.7% | 1.2% | ||
| Q2 25 | 5.1% | 1.6% | ||
| Q1 25 | 5.6% | 2.5% | ||
| Q4 24 | 5.3% | 2.6% | ||
| Q3 24 | 5.2% | 1.6% | ||
| Q2 24 | 3.7% | 1.4% | ||
| Q1 24 | 4.2% | 2.0% |
现金转化率TELTT
| Q4 25 | 1.15× | 1.96× | ||
| Q3 25 | 2.14× | 1.18× | ||
| Q2 25 | 1.86× | 0.79× | ||
| Q1 25 | 50.23× | 0.56× | ||
| Q4 24 | 1.66× | 1.49× | ||
| Q3 24 | 3.78× | 1.69× | ||
| Q2 24 | 1.76× | 0.92× | ||
| Q1 24 | 1.31× | 0.57× |
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
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% |
TT
| Services | $2.8B | 55% |
| Other | $2.3B | 45% |
