vs
美国艺电（EA）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
美国艺电的季度营收约是越洋钻探的1.8倍（$1.9B vs $1.0B），美国艺电净利率更高（4.6% vs 2.4%，领先2.2%），越洋钻探同比增速更快（9.6% vs 1.0%），过去两年越洋钻探的营收复合增速更高（16.9% vs 3.4%）
美国艺电（EA）是总部位于美国加利福尼亚州雷德伍德城的电子游戏企业，1982年5月由前苹果员工特里普·霍金斯创立。作为早期家用电脑游戏行业的先驱，公司将旗下游戏设计师与程序员称作“软件艺术家”，是全球知名的游戏厂商。
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。
EA vs RIG — 直观对比
营收规模更大
EA
是对方的1.8倍
$1.0B
营收增速更快
RIG
高出8.6%
1.0%
净利率更高
EA
高出2.2%
2.4%
两年增速更快
RIG
近两年复合增速
3.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.0B |
| 净利润 | $88.0M | $25.0M |
| 毛利率 | 73.8% | 42.0% |
| 营业利润率 | 6.7% | 23.0% |
| 净利率 | 4.6% | 2.4% |
| 营收同比 | 1.0% | 9.6% |
| 净利润同比 | -70.0% | 257.1% |
| 每股收益（稀释后） | $0.35 | $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EARIG
| Q4 25 | $1.9B | $1.0B | ||
| Q3 25 | $1.8B | $1.0B | ||
| Q2 25 | $1.7B | $988.0M | ||
| Q1 25 | $1.9B | $906.0M | ||
| Q4 24 | $1.9B | $952.0M | ||
| Q3 24 | $2.0B | $948.0M | ||
| Q2 24 | $1.7B | $861.0M | ||
| Q1 24 | $1.8B | $763.0M |
净利润EARIG
| Q4 25 | $88.0M | $25.0M | ||
| Q3 25 | $137.0M | $-1.9B | ||
| Q2 25 | $201.0M | $-938.0M | ||
| Q1 25 | $254.0M | $-79.0M | ||
| Q4 24 | $293.0M | $7.0M | ||
| Q3 24 | $294.0M | $-494.0M | ||
| Q2 24 | $280.0M | $-123.0M | ||
| Q1 24 | $182.0M | $98.0M |
毛利率EARIG
| Q4 25 | 73.8% | 42.0% | ||
| Q3 25 | 75.9% | 43.2% | ||
| Q2 25 | 83.3% | 39.4% | ||
| Q1 25 | 80.6% | 31.8% | ||
| Q4 24 | 75.8% | 39.2% | ||
| Q3 24 | 77.5% | 40.6% | ||
| Q2 24 | 84.2% | 38.0% | ||
| Q1 24 | 79.9% | 31.5% |
营业利润率EARIG
| Q4 25 | 6.7% | 23.0% | ||
| Q3 25 | 10.9% | -163.1% | ||
| Q2 25 | 16.2% | -97.6% | ||
| Q1 25 | 20.8% | 7.1% | ||
| Q4 24 | 20.0% | 13.7% | ||
| Q3 24 | 19.0% | -51.2% | ||
| Q2 24 | 21.9% | -6.9% | ||
| Q1 24 | 13.2% | -0.4% |
净利率EARIG
| Q4 25 | 4.6% | 2.4% | ||
| Q3 25 | 7.4% | -187.1% | ||
| Q2 25 | 12.0% | -94.9% | ||
| Q1 25 | 13.4% | -8.7% | ||
| Q4 24 | 15.6% | 0.7% | ||
| Q3 24 | 14.5% | -52.1% | ||
| Q2 24 | 16.9% | -14.3% | ||
| Q1 24 | 10.2% | 12.8% |
每股收益（稀释后）EARIG
| Q4 25 | $0.35 | $0.13 | ||
| Q3 25 | $0.54 | $-2.00 | ||
| Q2 25 | $0.79 | $-1.06 | ||
| Q1 25 | $0.99 | $-0.11 | ||
| Q4 24 | $1.11 | $-0.14 | ||
| Q3 24 | $1.11 | $-0.58 | ||
| Q2 24 | $1.04 | $-0.15 | ||
| Q1 24 | $0.67 | $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 | $2.8B | $620.0M |
| 总债务越低越好 | — | $5.2B |
| 股东权益账面价值 | $6.2B | $8.1B |
| 总资产 | $13.3B | $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EARIG
| Q4 25 | $2.8B | $620.0M | ||
| Q3 25 | $1.1B | $833.0M | ||
| Q2 25 | $1.5B | $377.0M | ||
| Q1 25 | $2.1B | $263.0M | ||
| Q4 24 | $2.8B | $560.0M | ||
| Q3 24 | $2.2B | $435.0M | ||
| Q2 24 | $2.4B | $475.0M | ||
| Q1 24 | $2.9B | $446.0M |
总债务EARIG
| 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EARIG
| Q4 25 | $6.2B | $8.1B | ||
| Q3 25 | $6.0B | $8.1B | ||
| Q2 25 | $6.1B | $9.4B | ||
| Q1 25 | $6.4B | $10.2B | ||
| Q4 24 | $7.4B | $10.3B | ||
| Q3 24 | $7.4B | $10.2B | ||
| Q2 24 | $7.4B | $10.7B | ||
| Q1 24 | $7.5B | $10.5B |
总资产EARIG
| Q4 25 | $13.3B | $15.6B | ||
| Q3 25 | $11.9B | $16.2B | ||
| Q2 25 | $11.7B | $17.8B | ||
| Q1 25 | $12.4B | $19.0B | ||
| Q4 24 | $13.5B | $19.4B | ||
| Q3 24 | $13.1B | $19.5B | ||
| Q2 24 | $12.7B | $20.3B | ||
| Q1 24 | $13.4B | $19.9B |
负债/权益比EARIG
| 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 | $1.8B | $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 | 20.75× | 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EARIG
| Q4 25 | $1.8B | $349.0M | ||
| Q3 25 | $130.0M | $246.0M | ||
| Q2 25 | $17.0M | $128.0M | ||
| Q1 25 | $549.0M | $26.0M | ||
| Q4 24 | $1.2B | $206.0M | ||
| Q3 24 | $234.0M | $194.0M | ||
| Q2 24 | $120.0M | $133.0M | ||
| Q1 24 | $580.0M | $-86.0M |
自由现金流EARIG
| 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 | ||
| Q1 24 | — | $-169.0M |
自由现金流率EARIG
| 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% | ||
| Q1 24 | — | -22.1% |
资本支出强度EARIG
| 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% | ||
| Q1 24 | — | 10.9% |
现金转化率EARIG
| Q4 25 | 20.75× | 13.96× | ||
| Q3 25 | 0.95× | — | ||
| Q2 25 | 0.08× | — | ||
| Q1 25 | 2.16× | — | ||
| Q4 24 | 4.01× | 29.43× | ||
| Q3 24 | 0.80× | — | ||
| Q2 24 | 0.43× | — | ||
| Q1 24 | 3.19× | -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
EA
| Live Services And Other Net Revenue | $1.3B | 67% |
| PC And Other Net Revenue | $465.0M | 24% |
| Packaged Goods Net Revenue | $86.0M | 5% |
| Other | $56.0M | 3% |
| Estimated Service Offering Period | $25.0M | 1% |
RIG
| Ultra Deepwater Floaters | $433.0M | 42% |
| BR | $236.0M | 23% |
| Other Geographical | $211.0M | 20% |
| Harsh Environment Floaters | $163.0M | 16% |
