vs
Borr Drilling Ltd（BORR）与Seadrill Ltd（SDRL）财务数据对比。点击上方公司名可切换其他公司
Seadrill Ltd的季度营收约是Borr Drilling Ltd的1.0倍（$273.0M vs $267.7M）。Borr Drilling Ltd净利率更高（13.1% vs -3.7%，领先16.8%）
Borr Drilling Ltd是一家全球化海上钻井承包商，拥有并运营现代化高规格自升式钻井平台，为油气勘探及生产企业提供钻井服务，核心业务覆盖北海、东南亚、中东及西非区域，服务于浅水及边际油田开发项目。
Seadrill是一家海洋钻井承包商，为全球油气行业提供海上钻井服务，核心业务是持有并运营钻井船、半潜式钻井平台和自升式钻井平台，可覆盖浅海到超深海、温和及恶劣海况等不同作业场景，主要客户涵盖国际石油巨头、一体化油气企业、国有石油公司及独立油气生产商，服务均基于合同模式提供。
BORR vs SDRL — 直观对比
营收规模更大
SDRL
是对方的1.0倍
$267.7M
净利率更高
BORR
高出16.8%
-3.7%
损益表 — Q2 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $267.7M | $273.0M |
| 净利润 | $35.1M | $-10.0M |
| 毛利率 | — | — |
| 营业利润率 | 36.0% | -1.1% |
| 净利率 | 13.1% | -3.7% |
| 营收同比 | -1.5% | — |
| 净利润同比 | 10.7% | — |
| 每股收益（稀释后） | $0.14 | — |
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BORRSDRL
| Q4 25 | — | $273.0M | ||
| Q3 25 | — | $280.0M | ||
| Q2 25 | $267.7M | $288.0M | ||
| Q1 25 | — | $248.0M | ||
| Q3 24 | — | $263.0M | ||
| Q2 24 | $271.9M | $267.0M | ||
| Q1 24 | — | $275.0M | ||
| Q2 23 | $187.5M | $329.0M |
净利润BORRSDRL
| Q4 25 | — | $-10.0M | ||
| Q3 25 | — | $-11.0M | ||
| Q2 25 | $35.1M | $-42.0M | ||
| Q1 25 | — | $-14.0M | ||
| Q3 24 | — | $32.0M | ||
| Q2 24 | $31.7M | $253.0M | ||
| Q1 24 | — | $60.0M | ||
| Q2 23 | $800.0K | $94.0M |
营业利润率BORRSDRL
| Q4 25 | — | -1.1% | ||
| Q3 25 | — | 9.3% | ||
| Q2 25 | 36.0% | 2.1% | ||
| Q1 25 | — | 7.3% | ||
| Q3 24 | — | 17.9% | ||
| Q2 24 | 38.4% | — | ||
| Q1 24 | — | 29.1% | ||
| Q2 23 | 31.9% | 33.1% |
净利率BORRSDRL
| Q4 25 | — | -3.7% | ||
| Q3 25 | — | -3.9% | ||
| Q2 25 | 13.1% | -14.6% | ||
| Q1 25 | — | -5.6% | ||
| Q3 24 | — | 12.2% | ||
| Q2 24 | 11.7% | 94.8% | ||
| Q1 24 | — | 21.8% | ||
| Q2 23 | 0.4% | 28.6% |
每股收益（稀释后）BORRSDRL
| Q4 25 | — | — | ||
| Q3 25 | — | $-0.17 | ||
| Q2 25 | $0.14 | $-0.68 | ||
| Q1 25 | — | $-0.23 | ||
| Q3 24 | — | $0.49 | ||
| Q2 24 | $0.12 | $3.49 | ||
| Q1 24 | — | $0.81 | ||
| Q2 23 | $0.00 | $1.16 |
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 | $92.4M | $339.0M |
| 总债务越低越好 | — | $613.0M |
| 股东权益账面价值 | $1.0B | $2.9B |
| 总资产 | $3.4B | $3.9B |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资BORRSDRL
| Q4 25 | — | $339.0M | ||
| Q3 25 | — | $402.0M | ||
| Q2 25 | $92.4M | $393.0M | ||
| Q1 25 | — | $404.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | $195.3M | $835.0M | ||
| Q1 24 | — | — | ||
| Q2 23 | $83.8M | $412.0M |
总债务BORRSDRL
| Q4 25 | — | $613.0M | ||
| Q3 25 | — | $612.0M | ||
| Q2 25 | — | $612.0M | ||
| Q1 25 | — | $611.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $609.0M | ||
| Q1 24 | — | — | ||
| Q2 23 | — | $355.0M |
股东权益BORRSDRL
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | $1.0B | $2.9B | ||
| Q1 25 | — | $2.9B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | $999.2M | $3.1B | ||
| Q1 24 | — | $2.9B | ||
| Q2 23 | $906.2M | $3.1B |
总资产BORRSDRL
| Q4 25 | — | $3.9B | ||
| Q3 25 | — | $4.1B | ||
| Q2 25 | $3.4B | $4.1B | ||
| Q1 25 | — | $4.1B | ||
| Q3 24 | — | — | ||
| Q2 24 | $3.2B | $4.3B | ||
| Q1 24 | — | — | ||
| Q2 23 | $3.0B | $4.0B |
负债/权益比BORRSDRL
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | 0.21× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | 0.21× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.20× | ||
| Q1 24 | — | — | ||
| Q2 23 | — | 0.12× |
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 | $6.3M | $-40.0M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 0.18× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流BORRSDRL
| Q4 25 | — | $-40.0M | ||
| Q3 25 | — | $28.0M | ||
| Q2 25 | $6.3M | $11.0M | ||
| Q1 25 | — | $-27.0M | ||
| Q3 24 | — | $-27.0M | ||
| Q2 24 | $16.0M | $79.0M | ||
| Q1 24 | — | $29.0M | ||
| Q2 23 | $2.4M | — |
现金转化率BORRSDRL
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.18× | — | ||
| Q1 25 | — | — | ||
| Q3 24 | — | -0.84× | ||
| Q2 24 | 0.50× | 0.31× | ||
| Q1 24 | — | 0.48× | ||
| Q2 23 | 3.00× | — |
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
BORR
| Transferred Over Time | $256.6M | 96% |
| Transferred At Point In Time | $11.1M | 4% |
SDRL
暂无分部数据
