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DARLING INGREDIENTS INC.（DAR）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DARLING INGREDIENTS INC.的1.3倍（$2.1B vs $1.6B），DARLING INGREDIENTS INC.净利率更高（1.2% vs 1.0%，领先0.3%），DARLING INGREDIENTS INC.同比增速更快（10.0% vs -9.9%），过去两年DARLING INGREDIENTS INC.的营收复合增速更高（-1.6% vs -3.8%）
Darling Ingredients Inc.是全球领先的可持续天然原料生产商，将可食用及不可食用有机副产品加工为食品级营养成分、动物饲料添加剂、制药原料、生物燃料组分等高价值产品，服务全球食品、农业、制药、可再生能源领域客户。
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。
DAR vs NOV — 直观对比
营收规模更大
NOV
是对方的1.3倍
$1.6B
营收增速更快
DAR
高出19.9%
-9.9%
净利率更高
DAR
高出0.3%
1.0%
两年增速更快
DAR
近两年复合增速
-3.8%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $2.1B |
| 净利润 | $19.4M | $20.0M |
| 毛利率 | 24.7% | 18.5% |
| 营业利润率 | 4.6% | 2.3% |
| 净利率 | 1.2% | 1.0% |
| 营收同比 | 10.0% | -9.9% |
| 净利润同比 | 14.2% | -73.0% |
| 每股收益（稀释后） | $0.12 | $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DARNOV
| Q1 26 | — | $2.1B | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | $1.6B | $2.2B | ||
| Q2 25 | $1.5B | $2.2B | ||
| Q1 25 | $1.4B | $2.1B | ||
| Q4 24 | $1.4B | $2.3B | ||
| Q3 24 | $1.4B | $2.2B | ||
| Q2 24 | $1.5B | $2.2B |
净利润DARNOV
| Q1 26 | — | $20.0M | ||
| Q4 25 | — | $-78.0M | ||
| Q3 25 | $19.4M | $42.0M | ||
| Q2 25 | $12.7M | $108.0M | ||
| Q1 25 | $-26.2M | $73.0M | ||
| Q4 24 | $101.9M | $160.0M | ||
| Q3 24 | $16.9M | $130.0M | ||
| Q2 24 | $78.9M | $226.0M |
毛利率DARNOV
| Q1 26 | — | 18.5% | ||
| Q4 25 | — | 20.3% | ||
| Q3 25 | 24.7% | 18.9% | ||
| Q2 25 | 23.3% | 20.4% | ||
| Q1 25 | 22.6% | 21.3% | ||
| Q4 24 | 23.5% | 21.4% | ||
| Q3 24 | 22.1% | 21.4% | ||
| Q2 24 | 22.5% | 26.6% |
营业利润率DARNOV
| Q1 26 | — | 2.3% | ||
| Q4 25 | — | 4.0% | ||
| Q3 25 | 4.6% | 4.9% | ||
| Q2 25 | 5.1% | 6.5% | ||
| Q1 25 | 2.1% | 7.2% | ||
| Q4 24 | 8.6% | 9.0% | ||
| Q3 24 | 4.2% | 8.9% | ||
| Q2 24 | 10.2% | 14.1% |
净利率DARNOV
| Q1 26 | — | 1.0% | ||
| Q4 25 | — | -3.4% | ||
| Q3 25 | 1.2% | 1.9% | ||
| Q2 25 | 0.9% | 4.9% | ||
| Q1 25 | -1.9% | 3.5% | ||
| Q4 24 | 7.2% | 6.9% | ||
| Q3 24 | 1.2% | 5.9% | ||
| Q2 24 | 5.4% | 10.2% |
每股收益（稀释后）DARNOV
| Q1 26 | — | $0.05 | ||
| Q4 25 | — | $-0.20 | ||
| Q3 25 | $0.12 | $0.11 | ||
| Q2 25 | $0.08 | $0.29 | ||
| Q1 25 | $-0.16 | $0.19 | ||
| Q4 24 | $0.63 | $0.40 | ||
| Q3 24 | $0.11 | $0.33 | ||
| Q2 24 | $0.49 | $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 | $91.5M | $1.3B |
| 总债务越低越好 | $4.0B | $1.7B |
| 股东权益账面价值 | $4.7B | — |
| 总资产 | $10.5B | $11.1B |
| 负债/权益比越低杠杆越低 | 0.86× | — |
8季度趋势，按日历期对齐
现金及短期投资DARNOV
| Q1 26 | — | $1.3B | ||
| Q4 25 | — | $1.6B | ||
| Q3 25 | $91.5M | $1.2B | ||
| Q2 25 | $94.6M | $1.1B | ||
| Q1 25 | $81.5M | $1.2B | ||
| Q4 24 | $76.0M | $1.2B | ||
| Q3 24 | $114.8M | $985.0M | ||
| Q2 24 | $121.6M | $827.0M |
总债务DARNOV
| Q1 26 | — | $1.7B | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | $4.0B | $1.7B | ||
| Q2 25 | $3.9B | $1.7B | ||
| Q1 25 | $3.8B | $1.7B | ||
| Q4 24 | $3.9B | $1.7B | ||
| Q3 24 | $4.1B | $1.7B | ||
| Q2 24 | $4.3B | $1.7B |
股东权益DARNOV
| Q1 26 | — | — | ||
| Q4 25 | — | $6.3B | ||
| Q3 25 | $4.7B | $6.5B | ||
| Q2 25 | $4.6B | $6.5B | ||
| Q1 25 | $4.4B | $6.4B | ||
| Q4 24 | $4.4B | $6.4B | ||
| Q3 24 | $4.6B | $6.5B | ||
| Q2 24 | $4.5B | $6.4B |
总资产DARNOV
| Q1 26 | — | $11.1B | ||
| Q4 25 | — | $11.3B | ||
| Q3 25 | $10.5B | $11.3B | ||
| Q2 25 | $10.3B | $11.4B | ||
| Q1 25 | $10.0B | $11.3B | ||
| Q4 24 | $10.1B | $11.4B | ||
| Q3 24 | $10.6B | $11.4B | ||
| Q2 24 | $10.6B | $11.3B |
负债/权益比DARNOV
| Q1 26 | — | — | ||
| Q4 25 | — | 0.27× | ||
| Q3 25 | 0.86× | 0.27× | ||
| Q2 25 | 0.85× | 0.27× | ||
| Q1 25 | 0.86× | 0.27× | ||
| Q4 24 | 0.89× | 0.27× | ||
| Q3 24 | 0.91× | 0.27× | ||
| Q2 24 | 0.97× | 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 | $224.3M | — |
| 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 | 11.59× | — |
| 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DARNOV
| Q1 26 | — | — | ||
| Q4 25 | — | $573.0M | ||
| Q3 25 | $224.3M | $352.0M | ||
| Q2 25 | $145.8M | $191.0M | ||
| Q1 25 | $249.0M | $135.0M | ||
| Q4 24 | $154.4M | $591.0M | ||
| Q3 24 | $274.5M | $359.0M | ||
| Q2 24 | $146.5M | $432.0M |
自由现金流DARNOV
| 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DARNOV
| 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DARNOV
| 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DARNOV
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 11.59× | 8.38× | ||
| Q2 25 | 11.52× | 1.77× | ||
| Q1 25 | — | 1.85× | ||
| Q4 24 | 1.52× | 3.69× | ||
| Q3 24 | 16.19× | 2.76× | ||
| Q2 24 | 1.86× | 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
DAR
| Fats | $428.4M | 27% |
| Food Ingredients | $380.6M | 24% |
| Diamond Green Diesel Holdings Llc Joint Venture | $342.1M | 22% |
| Fuel Ingredients | $154.3M | 10% |
| Used Cooking Oil | $125.9M | 8% |
| Other Rendering | $76.9M | 5% |
| Bakery | $46.9M | 3% |
| Other Products And Services | $12.2M | 1% |
NOV
| Energy Equipment | $1.2B | 58% |
| Energy Products and Services | $897.0M | 44% |
