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Chord Energy Corp（CHRD）与国民油井华高（NOV）财务数据对比。点击上方公司名可切换其他公司
国民油井华高的季度营收约是Chord Energy Corp的1.8倍（$2.1B vs $1.2B），Chord Energy Corp净利率更高（7.2% vs 1.0%，领先6.2%），国民油井华高同比增速更快（-9.9% vs -19.6%），过去两年Chord Energy Corp的营收复合增速更高（3.8% vs -3.8%）
Chord Energy Corp（前身为绿洲石油）是一家从事油气勘探、水力压裂业务的能源企业，核心运营区域位于美国北达科他州与蒙大拿州的威利斯顿盆地，注册地为特拉华州，总部设在得克萨斯州休斯敦，在北达科他州威利斯顿设有办事处。
NOV Inc.（前称国民油井华高）是总部位于美国得克萨斯州休斯顿的跨国企业，为上游油气行业提供钻探及生产作业所需的设备零部件、油田服务及供应链整合服务，在六大洲布局超500个运营点，下设能源设备、能源产品与服务两大业务板块。
CHRD vs NOV — 直观对比
营收规模更大
NOV
是对方的1.8倍
$1.2B
营收增速更快
NOV
高出9.7%
-19.6%
净利率更高
CHRD
高出6.2%
1.0%
两年增速更快
CHRD
近两年复合增速
-3.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $2.1B |
| 净利润 | $84.4M | $20.0M |
| 毛利率 | — | 18.5% |
| 营业利润率 | 7.9% | 2.3% |
| 净利率 | 7.2% | 1.0% |
| 营收同比 | -19.6% | -9.9% |
| 净利润同比 | -59.9% | -73.0% |
| 每股收益（稀释后） | $1.59 | $0.05 |
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CHRDNOV
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.2B | $2.3B | ||
| Q3 25 | $1.3B | $2.2B | ||
| Q2 25 | $1.2B | $2.2B | ||
| Q1 25 | $1.2B | $2.1B | ||
| Q4 24 | $1.5B | $2.3B | ||
| Q3 24 | $1.5B | $2.2B | ||
| Q2 24 | $1.3B | $2.2B |
净利润CHRDNOV
| Q1 26 | — | $20.0M | ||
| Q4 25 | $84.4M | $-78.0M | ||
| Q3 25 | $130.1M | $42.0M | ||
| Q2 25 | $-389.9M | $108.0M | ||
| Q1 25 | $219.8M | $73.0M | ||
| Q4 24 | $210.6M | $160.0M | ||
| Q3 24 | $225.3M | $130.0M | ||
| Q2 24 | $213.4M | $226.0M |
毛利率CHRDNOV
| Q1 26 | — | 18.5% | ||
| Q4 25 | — | 20.3% | ||
| Q3 25 | 74.0% | 18.9% | ||
| Q2 25 | — | 20.4% | ||
| Q1 25 | — | 21.3% | ||
| Q4 24 | — | 21.4% | ||
| Q3 24 | 77.3% | 21.4% | ||
| Q2 24 | — | 26.6% |
营业利润率CHRDNOV
| Q1 26 | — | 2.3% | ||
| Q4 25 | 7.9% | 4.0% | ||
| Q3 25 | 13.0% | 4.9% | ||
| Q2 25 | -34.2% | 6.5% | ||
| Q1 25 | 27.8% | 7.2% | ||
| Q4 24 | 18.2% | 9.0% | ||
| Q3 24 | 18.8% | 8.9% | ||
| Q2 24 | 22.9% | 14.1% |
净利率CHRDNOV
| Q1 26 | — | 1.0% | ||
| Q4 25 | 7.2% | -3.4% | ||
| Q3 25 | 9.9% | 1.9% | ||
| Q2 25 | -33.0% | 4.9% | ||
| Q1 25 | 18.1% | 3.5% | ||
| Q4 24 | 14.5% | 6.9% | ||
| Q3 24 | 15.5% | 5.9% | ||
| Q2 24 | 16.9% | 10.2% |
每股收益（稀释后）CHRDNOV
| Q1 26 | — | $0.05 | ||
| Q4 25 | $1.59 | $-0.20 | ||
| Q3 25 | $2.26 | $0.11 | ||
| Q2 25 | $-6.77 | $0.29 | ||
| Q1 25 | $3.66 | $0.19 | ||
| Q4 24 | $3.53 | $0.40 | ||
| Q3 24 | $3.59 | $0.33 | ||
| Q2 24 | $4.25 | $0.57 |
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 | $189.5M | $1.3B |
| 总债务越低越好 | $1.5B | $1.7B |
| 股东权益账面价值 | $8.1B | — |
| 总资产 | $13.1B | $11.1B |
| 负债/权益比越低杠杆越低 | 0.18× | — |
8季度趋势，按日历期对齐
现金及短期投资CHRDNOV
| Q1 26 | — | $1.3B | ||
| Q4 25 | $189.5M | $1.6B | ||
| Q3 25 | $629.2M | $1.2B | ||
| Q2 25 | $40.5M | $1.1B | ||
| Q1 25 | $35.8M | $1.2B | ||
| Q4 24 | $37.0M | $1.2B | ||
| Q3 24 | $52.0M | $985.0M | ||
| Q2 24 | $197.4M | $827.0M |
总债务CHRDNOV
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.5B | $1.7B | ||
| Q3 25 | $1.5B | $1.7B | ||
| Q2 25 | $918.9M | $1.7B | ||
| Q1 25 | $798.8M | $1.7B | ||
| Q4 24 | $842.6M | $1.7B | ||
| Q3 24 | $867.2M | $1.7B | ||
| Q2 24 | $1.0B | $1.7B |
股东权益CHRDNOV
| Q1 26 | — | — | ||
| Q4 25 | $8.1B | $6.3B | ||
| Q3 25 | $8.1B | $6.5B | ||
| Q2 25 | $8.1B | $6.5B | ||
| Q1 25 | $8.6B | $6.4B | ||
| Q4 24 | $8.7B | $6.4B | ||
| Q3 24 | $8.8B | $6.5B | ||
| Q2 24 | $8.8B | $6.4B |
总资产CHRDNOV
| Q1 26 | — | $11.1B | ||
| Q4 25 | $13.1B | $11.3B | ||
| Q3 25 | $13.1B | $11.3B | ||
| Q2 25 | $12.5B | $11.4B | ||
| Q1 25 | $13.1B | $11.3B | ||
| Q4 24 | $13.0B | $11.4B | ||
| Q3 24 | $13.0B | $11.4B | ||
| Q2 24 | $13.1B | $11.3B |
负债/权益比CHRDNOV
| Q1 26 | — | — | ||
| Q4 25 | 0.18× | 0.27× | ||
| Q3 25 | 0.18× | 0.27× | ||
| Q2 25 | 0.11× | 0.27× | ||
| Q1 25 | 0.09× | 0.27× | ||
| Q4 24 | 0.10× | 0.27× | ||
| Q3 24 | 0.10× | 0.27× | ||
| Q2 24 | 0.12× | 0.27× |
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 | $405.0M | — |
| 自由现金流经营现金流 - 资本支出 | — | $51.0M |
| 自由现金流率自由现金流/营收 | — | 2.5% |
| 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 | 4.80× | — |
| 过去12个月自由现金流最近4个季度 | — | $876.0M |
8季度趋势，按日历期对齐
经营现金流CHRDNOV
| Q1 26 | — | — | ||
| Q4 25 | $405.0M | $573.0M | ||
| Q3 25 | $559.0M | $352.0M | ||
| Q2 25 | $419.8M | $191.0M | ||
| Q1 25 | $656.9M | $135.0M | ||
| Q4 24 | $566.5M | $591.0M | ||
| Q3 24 | $663.2M | $359.0M | ||
| Q2 24 | $460.9M | $432.0M |
自由现金流CHRDNOV
| Q1 26 | — | $51.0M | ||
| Q4 25 | — | $472.0M | ||
| Q3 25 | — | $245.0M | ||
| Q2 25 | — | $108.0M | ||
| Q1 25 | — | $51.0M | ||
| Q4 24 | — | $473.0M | ||
| Q3 24 | — | $277.0M | ||
| Q2 24 | — | $350.0M |
自由现金流率CHRDNOV
| Q1 26 | — | 2.5% | ||
| Q4 25 | — | 20.7% | ||
| Q3 25 | — | 11.3% | ||
| Q2 25 | — | 4.9% | ||
| Q1 25 | — | 2.4% | ||
| Q4 24 | — | 20.5% | ||
| Q3 24 | — | 12.6% | ||
| Q2 24 | — | 15.8% |
资本支出强度CHRDNOV
| Q1 26 | — | — | ||
| Q4 25 | — | 4.4% | ||
| Q3 25 | — | 4.9% | ||
| Q2 25 | — | 3.8% | ||
| Q1 25 | — | 4.0% | ||
| Q4 24 | — | 5.1% | ||
| Q3 24 | — | 3.7% | ||
| Q2 24 | — | 3.7% |
现金转化率CHRDNOV
| Q1 26 | — | — | ||
| Q4 25 | 4.80× | — | ||
| Q3 25 | 4.30× | 8.38× | ||
| Q2 25 | — | 1.77× | ||
| Q1 25 | 2.99× | 1.85× | ||
| Q4 24 | 2.69× | 3.69× | ||
| Q3 24 | 2.94× | 2.76× | ||
| Q2 24 | 2.16× | 1.91× |
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
CHRD
| Oil Production | $801.0M | 68% |
| Purchased Oil Sales | $285.8M | 24% |
| Natural Gas And Natural Gas Liquid Services | $75.6M | 6% |
| Purchased Gas Sales | $7.0M | 1% |
NOV
| Energy Equipment | $1.2B | 58% |
| Energy Products and Services | $897.0M | 44% |
