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DraftKings Inc.（DKNG）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
DraftKings Inc.的季度营收约是越洋钻探的1.9倍（$2.0B vs $1.0B），DraftKings Inc.净利率更高（6.9% vs 2.4%，领先4.5%），DraftKings Inc.同比增速更快（42.8% vs 9.6%），越洋钻探自由现金流更多（$321.0M vs $316.5M），过去两年DraftKings Inc.的营收复合增速更高（30.1% vs 16.9%）
DraftKings Inc.是总部位于美国马萨诸塞州波士顿的博彩企业，主要提供体育博彩、每日范特西体育相关服务，是全球线上博彩娱乐赛道的知名企业，业务覆盖多个国家和地区的合规消费市场。
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。
DKNG vs RIG — 直观对比
营收规模更大
DKNG
是对方的1.9倍
$1.0B
营收增速更快
DKNG
高出33.3%
9.6%
净利率更高
DKNG
高出4.5%
2.4%
自由现金流更多
RIG
多$4.5M
$316.5M
两年增速更快
DKNG
近两年复合增速
16.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.0B |
| 净利润 | $136.4M | $25.0M |
| 毛利率 | 46.0% | 42.0% |
| 营业利润率 | 7.6% | 23.0% |
| 净利率 | 6.9% | 2.4% |
| 营收同比 | 42.8% | 9.6% |
| 净利润同比 | 201.2% | 257.1% |
| 每股收益（稀释后） | $0.28 | $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DKNGRIG
| Q4 25 | $2.0B | $1.0B | ||
| Q3 25 | $1.1B | $1.0B | ||
| Q2 25 | $1.5B | $988.0M | ||
| Q1 25 | $1.4B | $906.0M | ||
| Q4 24 | $1.4B | $952.0M | ||
| Q3 24 | $1.1B | $948.0M | ||
| Q2 24 | $1.1B | $861.0M | ||
| Q1 24 | $1.2B | $763.0M |
净利润DKNGRIG
| Q4 25 | $136.4M | $25.0M | ||
| Q3 25 | $-256.8M | $-1.9B | ||
| Q2 25 | $157.9M | $-938.0M | ||
| Q1 25 | $-33.9M | $-79.0M | ||
| Q4 24 | $-134.9M | $7.0M | ||
| Q3 24 | $-293.7M | $-494.0M | ||
| Q2 24 | $63.8M | $-123.0M | ||
| Q1 24 | $-142.6M | $98.0M |
毛利率DKNGRIG
| Q4 25 | 46.0% | 42.0% | ||
| Q3 25 | 31.5% | 43.2% | ||
| Q2 25 | 43.5% | 39.4% | ||
| Q1 25 | 40.1% | 31.8% | ||
| Q4 24 | 40.1% | 39.2% | ||
| Q3 24 | 32.2% | 40.6% | ||
| Q2 24 | 39.9% | 38.0% | ||
| Q1 24 | 39.6% | 31.5% |
营业利润率DKNGRIG
| Q4 25 | 7.6% | 23.0% | ||
| Q3 25 | -23.8% | -163.1% | ||
| Q2 25 | 10.0% | -97.6% | ||
| Q1 25 | -3.3% | 7.1% | ||
| Q4 24 | -10.0% | 13.7% | ||
| Q3 24 | -27.3% | -51.2% | ||
| Q2 24 | -2.9% | -6.9% | ||
| Q1 24 | -11.8% | -0.4% |
净利率DKNGRIG
| Q4 25 | 6.9% | 2.4% | ||
| Q3 25 | -22.4% | -187.1% | ||
| Q2 25 | 10.4% | -94.9% | ||
| Q1 25 | -2.4% | -8.7% | ||
| Q4 24 | -9.7% | 0.7% | ||
| Q3 24 | -26.8% | -52.1% | ||
| Q2 24 | 5.8% | -14.3% | ||
| Q1 24 | -12.1% | 12.8% |
每股收益（稀释后）DKNGRIG
| Q4 25 | $0.28 | $0.13 | ||
| Q3 25 | $-0.52 | $-2.00 | ||
| Q2 25 | $0.30 | $-1.06 | ||
| Q1 25 | $-0.07 | $-0.11 | ||
| Q4 24 | $-0.25 | $-0.14 | ||
| Q3 24 | $-0.60 | $-0.58 | ||
| Q2 24 | $0.10 | $-0.15 | ||
| Q1 24 | $-0.30 | $0.11 |
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 | $1.1B | $620.0M |
| 总债务越低越好 | — | $5.2B |
| 股东权益账面价值 | $631.5M | $8.1B |
| 总资产 | $4.5B | $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DKNGRIG
| Q4 25 | $1.1B | $620.0M | ||
| Q3 25 | $1.2B | $833.0M | ||
| Q2 25 | $1.3B | $377.0M | ||
| Q1 25 | $1.1B | $263.0M | ||
| Q4 24 | $788.3M | $560.0M | ||
| Q3 24 | $877.8M | $435.0M | ||
| Q2 24 | $815.9M | $475.0M | ||
| Q1 24 | $1.2B | $446.0M |
总债务DKNGRIG
| Q4 25 | — | $5.2B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $5.9B | ||
| Q1 25 | — | $5.9B | ||
| Q4 24 | — | $6.2B | ||
| Q3 24 | — | $6.5B | ||
| Q2 24 | — | $6.8B | ||
| Q1 24 | — | $6.8B |
股东权益DKNGRIG
| Q4 25 | $631.5M | $8.1B | ||
| Q3 25 | $732.3M | $8.1B | ||
| Q2 25 | $1.0B | $9.4B | ||
| Q1 25 | $872.9M | $10.2B | ||
| Q4 24 | $1.0B | $10.3B | ||
| Q3 24 | $1.1B | $10.2B | ||
| Q2 24 | $1.3B | $10.7B | ||
| Q1 24 | $831.0M | $10.5B |
总资产DKNGRIG
| Q4 25 | $4.5B | $15.6B | ||
| Q3 25 | $4.6B | $16.2B | ||
| Q2 25 | $4.5B | $17.8B | ||
| Q1 25 | $4.5B | $19.0B | ||
| Q4 24 | $4.3B | $19.4B | ||
| Q3 24 | $4.3B | $19.5B | ||
| Q2 24 | $4.2B | $20.3B | ||
| Q1 24 | $3.8B | $19.9B |
负债/权益比DKNGRIG
| Q4 25 | — | 0.64× | ||
| Q3 25 | — | 0.60× | ||
| Q2 25 | — | 0.63× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.60× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.63× | ||
| Q1 24 | — | 0.65× |
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 | $320.5M | $349.0M |
| 自由现金流经营现金流 - 资本支出 | $316.5M | $321.0M |
| 自由现金流率自由现金流/营收 | 15.9% | 30.8% |
| 资本支出强度资本支出/营收 | 0.2% | 2.7% |
| 现金转化率经营现金流/净利润 | 2.35× | 13.96× |
| 过去12个月自由现金流最近4个季度 | $647.5M | $626.0M |
8季度趋势，按日历期对齐
经营现金流DKNGRIG
| Q4 25 | $320.5M | $349.0M | ||
| Q3 25 | $287.5M | $246.0M | ||
| Q2 25 | $173.9M | $128.0M | ||
| Q1 25 | $-119.0M | $26.0M | ||
| Q4 24 | $325.2M | $206.0M | ||
| Q3 24 | $133.6M | $194.0M | ||
| Q2 24 | $29.4M | $133.0M | ||
| Q1 24 | $-70.4M | $-86.0M |
自由现金流DKNGRIG
| Q4 25 | $316.5M | $321.0M | ||
| Q3 25 | $283.0M | $235.0M | ||
| Q2 25 | $169.6M | $104.0M | ||
| Q1 25 | $-121.7M | $-34.0M | ||
| Q4 24 | $323.2M | $177.0M | ||
| Q3 24 | $130.9M | $136.0M | ||
| Q2 24 | $27.0M | $49.0M | ||
| Q1 24 | $-73.4M | $-169.0M |
自由现金流率DKNGRIG
| Q4 25 | 15.9% | 30.8% | ||
| Q3 25 | 24.7% | 22.9% | ||
| Q2 25 | 11.2% | 10.5% | ||
| Q1 25 | -8.6% | -3.8% | ||
| Q4 24 | 23.2% | 18.6% | ||
| Q3 24 | 11.9% | 14.3% | ||
| Q2 24 | 2.4% | 5.7% | ||
| Q1 24 | -6.2% | -22.1% |
资本支出强度DKNGRIG
| Q4 25 | 0.2% | 2.7% | ||
| Q3 25 | 0.4% | 1.1% | ||
| Q2 25 | 0.3% | 2.4% | ||
| Q1 25 | 0.2% | 6.6% | ||
| Q4 24 | 0.1% | 3.0% | ||
| Q3 24 | 0.2% | 6.1% | ||
| Q2 24 | 0.2% | 9.8% | ||
| Q1 24 | 0.3% | 10.9% |
现金转化率DKNGRIG
| Q4 25 | 2.35× | 13.96× | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.10× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 29.43× | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.46× | — | ||
| Q1 24 | — | -0.88× |
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
DKNG
| Sportsbook | $1.4B | 68% |
| I Gaming | $500.2M | 25% |
| Other | $137.9M | 7% |
RIG
| Ultra Deepwater Floaters | $433.0M | 42% |
| BR | $236.0M | 23% |
| Other Geographical | $211.0M | 20% |
| Harsh Environment Floaters | $163.0M | 16% |
