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BENCHMARK ELECTRONICS INC（BHE）与越洋钻探（RIG）财务数据对比。点击上方公司名可切换其他公司
越洋钻探的季度营收约是BENCHMARK ELECTRONICS INC的1.5倍（$1.0B vs $677.3M），越洋钻探净利率更高（2.4% vs 1.9%，领先0.5%），BENCHMARK ELECTRONICS INC同比增速更快（11.4% vs 9.6%），越洋钻探自由现金流更多（$321.0M vs $48.1M），过去两年越洋钻探的营收复合增速更高（16.9% vs -0.7%）
Benchmark Electronics Inc是总部位于美国亚利桑那州坦佩市的电子制造服务（EMS）、原始设计制造（ODM）及原始设备制造（OEM）企业，为客户提供专业的合同制造服务，业务覆盖全球多个区域的电子产业链需求。
越洋钻探（Transocean Ltd.）是按营收计全球规模最大的海上钻探承包商，总部位于瑞士施泰因豪森，起源于美国，目前在加拿大、美国、挪威、英国、印度、巴西、新加坡等20个国家设有办事机构，业务覆盖全球主要海上油气开采区域。
BHE vs RIG — 直观对比
营收规模更大
RIG
是对方的1.5倍
$677.3M
营收增速更快
BHE
高出1.8%
9.6%
净利率更高
RIG
高出0.5%
1.9%
自由现金流更多
RIG
多$272.9M
$48.1M
两年增速更快
RIG
近两年复合增速
-0.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $677.3M | $1.0B |
| 净利润 | $13.0M | $25.0M |
| 毛利率 | 10.2% | 42.0% |
| 营业利润率 | 3.2% | 23.0% |
| 净利率 | 1.9% | 2.4% |
| 营收同比 | 11.4% | 9.6% |
| 净利润同比 | 257.4% | 257.1% |
| 每股收益（稀释后） | $0.17 | $0.13 |
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BHERIG
| Q1 26 | $677.3M | — | ||
| Q4 25 | $725.8M | $1.0B | ||
| Q3 25 | $702.6M | $1.0B | ||
| Q2 25 | $665.7M | $988.0M | ||
| Q1 25 | $654.6M | $906.0M | ||
| Q4 24 | $683.6M | $952.0M | ||
| Q3 24 | $680.0M | $948.0M | ||
| Q2 24 | $686.7M | $861.0M |
净利润BHERIG
| Q1 26 | $13.0M | — | ||
| Q4 25 | — | $25.0M | ||
| Q3 25 | $14.3M | $-1.9B | ||
| Q2 25 | $972.0K | $-938.0M | ||
| Q1 25 | $3.6M | $-79.0M | ||
| Q4 24 | — | $7.0M | ||
| Q3 24 | $15.4M | $-494.0M | ||
| Q2 24 | $15.5M | $-123.0M |
毛利率BHERIG
| Q1 26 | 10.2% | — | ||
| Q4 25 | 10.2% | 42.0% | ||
| Q3 25 | 9.7% | 43.2% | ||
| Q2 25 | 9.7% | 39.4% | ||
| Q1 25 | 9.7% | 31.8% | ||
| Q4 24 | 9.9% | 39.2% | ||
| Q3 24 | 9.8% | 40.6% | ||
| Q2 24 | 9.9% | 38.0% |
营业利润率BHERIG
| Q1 26 | 3.2% | — | ||
| Q4 25 | 2.8% | 23.0% | ||
| Q3 25 | 3.4% | -163.1% | ||
| Q2 25 | 3.1% | -97.6% | ||
| Q1 25 | 1.8% | 7.1% | ||
| Q4 24 | 4.2% | 13.7% | ||
| Q3 24 | 4.1% | -51.2% | ||
| Q2 24 | 4.0% | -6.9% |
净利率BHERIG
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 2.4% | ||
| Q3 25 | 2.0% | -187.1% | ||
| Q2 25 | 0.1% | -94.9% | ||
| Q1 25 | 0.6% | -8.7% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | 2.3% | -52.1% | ||
| Q2 24 | 2.3% | -14.3% |
每股收益（稀释后）BHERIG
| Q1 26 | $0.17 | — | ||
| Q4 25 | $0.16 | $0.13 | ||
| Q3 25 | $0.39 | $-2.00 | ||
| Q2 25 | $0.03 | $-1.06 | ||
| Q1 25 | $0.10 | $-0.11 | ||
| Q4 24 | $0.43 | $-0.14 | ||
| Q3 24 | $0.42 | $-0.58 | ||
| Q2 24 | $0.43 | $-0.15 |
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 | $324.9M | $620.0M |
| 总债务越低越好 | — | $5.2B |
| 股东权益账面价值 | — | $8.1B |
| 总资产 | $2.1B | $15.6B |
| 负债/权益比越低杠杆越低 | — | 0.64× |
8季度趋势，按日历期对齐
现金及短期投资BHERIG
| Q1 26 | $324.9M | — | ||
| Q4 25 | $322.1M | $620.0M | ||
| Q3 25 | $285.4M | $833.0M | ||
| Q2 25 | $264.6M | $377.0M | ||
| Q1 25 | $355.3M | $263.0M | ||
| Q4 24 | $315.2M | $560.0M | ||
| Q3 24 | $324.4M | $435.0M | ||
| Q2 24 | $309.3M | $475.0M |
总债务BHERIG
| Q1 26 | — | — | ||
| Q4 25 | $206.8M | $5.2B | ||
| Q3 25 | $212.6M | $4.8B | ||
| Q2 25 | $203.4M | $5.9B | ||
| Q1 25 | $268.9M | $5.9B | ||
| Q4 24 | $250.5M | $6.2B | ||
| Q3 24 | $272.0M | $6.5B | ||
| Q2 24 | $283.6M | $6.8B |
股东权益BHERIG
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $8.1B | ||
| Q3 25 | $1.1B | $8.1B | ||
| Q2 25 | $1.1B | $9.4B | ||
| Q1 25 | $1.1B | $10.2B | ||
| Q4 24 | $1.1B | $10.3B | ||
| Q3 24 | $1.1B | $10.2B | ||
| Q2 24 | $1.1B | $10.7B |
总资产BHERIG
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $15.6B | ||
| Q3 25 | $2.1B | $16.2B | ||
| Q2 25 | $2.0B | $17.8B | ||
| Q1 25 | $2.1B | $19.0B | ||
| Q4 24 | $2.1B | $19.4B | ||
| Q3 24 | $2.1B | $19.5B | ||
| Q2 24 | $2.2B | $20.3B |
负债/权益比BHERIG
| Q1 26 | — | — | ||
| Q4 25 | 0.19× | 0.64× | ||
| Q3 25 | 0.19× | 0.60× | ||
| Q2 25 | 0.18× | 0.63× | ||
| Q1 25 | 0.24× | 0.58× | ||
| Q4 24 | 0.23× | 0.60× | ||
| Q3 24 | 0.25× | 0.64× | ||
| Q2 24 | 0.26× | 0.63× |
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 | $47.0M | $349.0M |
| 自由现金流经营现金流 - 资本支出 | $48.1M | $321.0M |
| 自由现金流率自由现金流/营收 | 7.1% | 30.8% |
| 资本支出强度资本支出/营收 | — | 2.7% |
| 现金转化率经营现金流/净利润 | 3.61× | 13.96× |
| 过去12个月自由现金流最近4个季度 | $108.3M | $626.0M |
8季度趋势，按日历期对齐
经营现金流BHERIG
| Q1 26 | $47.0M | — | ||
| Q4 25 | $58.7M | $349.0M | ||
| Q3 25 | $36.6M | $246.0M | ||
| Q2 25 | $-2.8M | $128.0M | ||
| Q1 25 | $31.5M | $26.0M | ||
| Q4 24 | $45.9M | $206.0M | ||
| Q3 24 | $39.0M | $194.0M | ||
| Q2 24 | $55.8M | $133.0M |
自由现金流BHERIG
| Q1 26 | $48.1M | — | ||
| Q4 25 | $48.2M | $321.0M | ||
| Q3 25 | $25.8M | $235.0M | ||
| Q2 25 | $-13.8M | $104.0M | ||
| Q1 25 | $28.1M | $-34.0M | ||
| Q4 24 | $37.2M | $177.0M | ||
| Q3 24 | $29.2M | $136.0M | ||
| Q2 24 | $48.2M | $49.0M |
自由现金流率BHERIG
| Q1 26 | 7.1% | — | ||
| Q4 25 | 6.6% | 30.8% | ||
| Q3 25 | 3.7% | 22.9% | ||
| Q2 25 | -2.1% | 10.5% | ||
| Q1 25 | 4.3% | -3.8% | ||
| Q4 24 | 5.4% | 18.6% | ||
| Q3 24 | 4.3% | 14.3% | ||
| Q2 24 | 7.0% | 5.7% |
资本支出强度BHERIG
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 2.7% | ||
| Q3 25 | 1.5% | 1.1% | ||
| Q2 25 | 1.7% | 2.4% | ||
| Q1 25 | 0.5% | 6.6% | ||
| Q4 24 | 1.3% | 3.0% | ||
| Q3 24 | 1.4% | 6.1% | ||
| Q2 24 | 1.1% | 9.8% |
现金转化率BHERIG
| Q1 26 | 3.61× | — | ||
| Q4 25 | — | 13.96× | ||
| Q3 25 | 2.57× | — | ||
| Q2 25 | -2.90× | — | ||
| Q1 25 | 8.65× | — | ||
| Q4 24 | — | 29.43× | ||
| Q3 24 | 2.54× | — | ||
| Q2 24 | 3.59× | — |
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
BHE
暂无分部数据
RIG
| Ultra Deepwater Floaters | $433.0M | 42% |
| BR | $236.0M | 23% |
| Other Geographical | $211.0M | 20% |
| Harsh Environment Floaters | $163.0M | 16% |
