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Digital Realty（DLR）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
Digital Realty的季度营收约是越洋钻探的1.6倍（$1.6B vs $1.0B），Digital Realty净利率更高（6.0% vs 2.4%，领先3.6%），Digital Realty同比增速更快（16.1% vs 9.6%），过去两年越洋钻探的营收复合增速更高（16.9% vs 9.8%）
Digital Realty是一家全球知名的不动产投资信托企业，核心业务涵盖全球各地运营商中立数据中心的持有、运营与投资，可为客户提供数据中心部署、主机托管、网络互联等多元专业服务，能够满足不同企业对算力基础设施、数据存储及网络连接的多样化需求。
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。
DLR vs RIG — 直观对比
营收规模更大
DLR
是对方的1.6倍
$1.0B
营收增速更快
DLR
高出6.6%
9.6%
净利率更高
DLR
高出3.6%
2.4%
两年增速更快
RIG
近两年复合增速
9.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.0B |
| 净利润 | $98.6M | $25.0M |
| 毛利率 | — | 42.0% |
| 营业利润率 | 6.9% | 23.0% |
| 净利率 | 6.0% | 2.4% |
| 营收同比 | 16.1% | 9.6% |
| 净利润同比 | -10.3% | 257.1% |
| 每股收益（稀释后） | $0.22 | $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DLRRIG
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $1.0B | ||
| Q3 25 | $1.6B | $1.0B | ||
| Q2 25 | $1.5B | $988.0M | ||
| Q1 25 | $1.4B | $906.0M | ||
| Q4 24 | $1.4B | $952.0M | ||
| Q3 24 | $1.4B | $948.0M | ||
| Q2 24 | $1.4B | $861.0M |
净利润DLRRIG
| Q1 26 | $98.6M | — | ||
| Q4 25 | $98.6M | $25.0M | ||
| Q3 25 | $67.8M | $-1.9B | ||
| Q2 25 | $1.0B | $-938.0M | ||
| Q1 25 | $110.0M | $-79.0M | ||
| Q4 24 | $189.6M | $7.0M | ||
| Q3 24 | $51.2M | $-494.0M | ||
| Q2 24 | $80.2M | $-123.0M |
毛利率DLRRIG
| Q1 26 | — | — | ||
| Q4 25 | — | 42.0% | ||
| Q3 25 | — | 43.2% | ||
| Q2 25 | — | 39.4% | ||
| Q1 25 | — | 31.8% | ||
| Q4 24 | — | 39.2% | ||
| Q3 24 | — | 40.6% | ||
| Q2 24 | — | 38.0% |
营业利润率DLRRIG
| Q1 26 | 6.9% | — | ||
| Q4 25 | 6.9% | 23.0% | ||
| Q3 25 | 8.8% | -163.1% | ||
| Q2 25 | 14.2% | -97.6% | ||
| Q1 25 | 13.9% | 7.1% | ||
| Q4 24 | 10.1% | 13.7% | ||
| Q3 24 | 11.8% | -51.2% | ||
| Q2 24 | 0.7% | -6.9% |
净利率DLRRIG
| Q1 26 | 6.0% | — | ||
| Q4 25 | 6.0% | 2.4% | ||
| Q3 25 | 4.3% | -187.1% | ||
| Q2 25 | 69.1% | -94.9% | ||
| Q1 25 | 7.8% | -8.7% | ||
| Q4 24 | 13.2% | 0.7% | ||
| Q3 24 | 3.6% | -52.1% | ||
| Q2 24 | 5.9% | -14.3% |
每股收益（稀释后）DLRRIG
| Q1 26 | $0.22 | — | ||
| Q4 25 | $0.22 | $0.13 | ||
| Q3 25 | $0.15 | $-2.00 | ||
| Q2 25 | $2.94 | $-1.06 | ||
| Q1 25 | $0.27 | $-0.11 | ||
| Q4 24 | $0.50 | $-0.14 | ||
| Q3 24 | $0.09 | $-0.58 | ||
| Q2 24 | $0.20 | $-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 | $3.5B | $620.0M |
| 总债务越低越好 | — | $5.2B |
| 股东权益账面价值 | $22.9B | $8.1B |
| 总资产 | $49.4B | $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DLRRIG
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.5B | $620.0M | ||
| Q3 25 | $3.3B | $833.0M | ||
| Q2 25 | $3.6B | $377.0M | ||
| Q1 25 | $2.3B | $263.0M | ||
| Q4 24 | $3.9B | $560.0M | ||
| Q3 24 | $2.2B | $435.0M | ||
| Q2 24 | $2.3B | $475.0M |
总债务DLRRIG
| Q1 26 | — | — | ||
| 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 |
股东权益DLRRIG
| Q1 26 | $22.9B | — | ||
| Q4 25 | $22.9B | $8.1B | ||
| Q3 25 | $23.0B | $8.1B | ||
| Q2 25 | $22.9B | $9.4B | ||
| Q1 25 | $21.3B | $10.2B | ||
| Q4 24 | $21.3B | $10.3B | ||
| Q3 24 | $21.2B | $10.2B | ||
| Q2 24 | $20.5B | $10.7B |
总资产DLRRIG
| Q1 26 | $49.4B | — | ||
| Q4 25 | $49.4B | $15.6B | ||
| Q3 25 | $48.7B | $16.2B | ||
| Q2 25 | $48.7B | $17.8B | ||
| Q1 25 | $45.1B | $19.0B | ||
| Q4 24 | $45.3B | $19.4B | ||
| Q3 24 | $45.3B | $19.5B | ||
| Q2 24 | $43.6B | $20.3B |
负债/权益比DLRRIG
| Q1 26 | — | — | ||
| 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× |
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 | — | $349.0M |
| 自由现金流经营现金流 - 资本支出 | — | $321.0M |
| 自由现金流率自由现金流/营收 | — | 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 | — | 13.96× |
| 过去12个月自由现金流最近4个季度 | — | $626.0M |
8季度趋势，按日历期对齐
经营现金流DLRRIG
| Q1 26 | — | — | ||
| Q4 25 | $719.0M | $349.0M | ||
| Q3 25 | $652.9M | $246.0M | ||
| Q2 25 | $641.2M | $128.0M | ||
| Q1 25 | $399.1M | $26.0M | ||
| Q4 24 | $769.5M | $206.0M | ||
| Q3 24 | $566.5M | $194.0M | ||
| Q2 24 | $573.2M | $133.0M |
自由现金流DLRRIG
| Q1 26 | — | — | ||
| Q4 25 | — | $321.0M | ||
| Q3 25 | — | $235.0M | ||
| Q2 25 | — | $104.0M | ||
| Q1 25 | — | $-34.0M | ||
| Q4 24 | — | $177.0M | ||
| Q3 24 | — | $136.0M | ||
| Q2 24 | — | $49.0M |
自由现金流率DLRRIG
| Q1 26 | — | — | ||
| Q4 25 | — | 30.8% | ||
| Q3 25 | — | 22.9% | ||
| Q2 25 | — | 10.5% | ||
| Q1 25 | — | -3.8% | ||
| Q4 24 | — | 18.6% | ||
| Q3 24 | — | 14.3% | ||
| Q2 24 | — | 5.7% |
资本支出强度DLRRIG
| Q1 26 | — | — | ||
| Q4 25 | — | 2.7% | ||
| Q3 25 | — | 1.1% | ||
| Q2 25 | — | 2.4% | ||
| Q1 25 | — | 6.6% | ||
| Q4 24 | — | 3.0% | ||
| Q3 24 | — | 6.1% | ||
| Q2 24 | — | 9.8% |
现金转化率DLRRIG
| Q1 26 | — | — | ||
| Q4 25 | 7.29× | 13.96× | ||
| Q3 25 | 9.63× | — | ||
| Q2 25 | 0.62× | — | ||
| Q1 25 | 3.63× | — | ||
| Q4 24 | 4.06× | 29.43× | ||
| Q3 24 | 11.07× | — | ||
| Q2 24 | 7.15× | — |
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
DLR
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% |
