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Equifax（EFX）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
Equifax的季度营收约是越洋钻探的1.6倍（$1.6B vs $1.0B），Equifax净利率更高（10.4% vs 2.4%，领先8.0%），Equifax同比增速更快（14.3% vs 9.6%），过去两年越洋钻探的营收复合增速更高（16.9% vs 6.9%）
Equifax是总部位于美国佐治亚州亚特兰大的跨国消费信用报告机构，与益博睿、环联并称全球三大消费信用报告机构，在全球范围内收集汇总了超过8亿名个人消费者及8800万家企业的相关信息。
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。
EFX vs RIG — 直观对比
营收规模更大
EFX
是对方的1.6倍
$1.0B
营收增速更快
EFX
高出4.8%
9.6%
净利率更高
EFX
高出8.0%
2.4%
两年增速更快
RIG
近两年复合增速
6.9%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.0B |
| 净利润 | $171.5M | $25.0M |
| 毛利率 | — | 42.0% |
| 营业利润率 | 17.4% | 23.0% |
| 净利率 | 10.4% | 2.4% |
| 营收同比 | 14.3% | 9.6% |
| 净利润同比 | 28.9% | 257.1% |
| 每股收益（稀释后） | — | $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EFXRIG
| Q2 26 | $1.6B | — | ||
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $1.0B | ||
| Q3 25 | $1.5B | $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 |
净利润EFXRIG
| Q2 26 | $171.5M | — | ||
| Q1 26 | $171.5M | — | ||
| Q4 25 | $175.7M | $25.0M | ||
| Q3 25 | $160.2M | $-1.9B | ||
| Q2 25 | $191.3M | $-938.0M | ||
| Q1 25 | $133.1M | $-79.0M | ||
| Q4 24 | $174.0M | $7.0M | ||
| Q3 24 | $141.3M | $-494.0M |
毛利率EFXRIG
| Q2 26 | — | — | ||
| 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% |
营业利润率EFXRIG
| Q2 26 | 17.4% | — | ||
| Q1 26 | 17.4% | — | ||
| Q4 25 | 18.3% | 23.0% | ||
| Q3 25 | 17.1% | -163.1% | ||
| Q2 25 | 20.2% | -97.6% | ||
| Q1 25 | 16.4% | 7.1% | ||
| Q4 24 | 20.3% | 13.7% | ||
| Q3 24 | 17.1% | -51.2% |
净利率EFXRIG
| Q2 26 | 10.4% | — | ||
| Q1 26 | 10.4% | — | ||
| Q4 25 | 11.3% | 2.4% | ||
| Q3 25 | 10.4% | -187.1% | ||
| Q2 25 | 12.4% | -94.9% | ||
| Q1 25 | 9.2% | -8.7% | ||
| Q4 24 | 12.3% | 0.7% | ||
| Q3 24 | 9.8% | -52.1% |
每股收益（稀释后）EFXRIG
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.44 | $0.13 | ||
| Q3 25 | $1.29 | $-2.00 | ||
| Q2 25 | $1.53 | $-1.06 | ||
| Q1 25 | $1.06 | $-0.11 | ||
| Q4 24 | $1.40 | $-0.14 | ||
| Q3 24 | $1.13 | $-0.58 |
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 | $183.4M | $620.0M |
| 总债务越低越好 | $5.3B | $5.2B |
| 股东权益账面价值 | $4.6B | $8.1B |
| 总资产 | $11.9B | $15.6B |
| 负债/权益比越低杠杆越低 | 1.16× | 0.64× |
8季度趋势，按日历期对齐
现金及短期投资EFXRIG
| Q2 26 | $183.4M | — | ||
| Q1 26 | $183.4M | — | ||
| Q4 25 | $180.8M | $620.0M | ||
| Q3 25 | $189.0M | $833.0M | ||
| Q2 25 | $189.0M | $377.0M | ||
| Q1 25 | $195.2M | $263.0M | ||
| Q4 24 | $169.9M | $560.0M | ||
| Q3 24 | $468.2M | $435.0M |
总债务EFXRIG
| Q2 26 | $5.3B | — | ||
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.1B | $5.2B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $5.9B | ||
| Q1 25 | — | $5.9B | ||
| Q4 24 | $5.0B | $6.2B | ||
| Q3 24 | — | $6.5B |
股东权益EFXRIG
| Q2 26 | $4.6B | — | ||
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.6B | $8.1B | ||
| Q3 25 | $4.9B | $8.1B | ||
| Q2 25 | $5.1B | $9.4B | ||
| Q1 25 | $5.0B | $10.2B | ||
| Q4 24 | $4.8B | $10.3B | ||
| Q3 24 | $4.9B | $10.2B |
总资产EFXRIG
| Q2 26 | $11.9B | — | ||
| Q1 26 | $11.9B | — | ||
| Q4 25 | $11.9B | $15.6B | ||
| Q3 25 | $11.8B | $16.2B | ||
| Q2 25 | $11.9B | $17.8B | ||
| Q1 25 | $11.9B | $19.0B | ||
| Q4 24 | $11.8B | $19.4B | ||
| Q3 24 | $12.3B | $19.5B |
负债/权益比EFXRIG
| Q2 26 | 1.16× | — | ||
| Q1 26 | 1.16× | — | ||
| Q4 25 | 1.11× | 0.64× | ||
| Q3 25 | — | 0.60× | ||
| Q2 25 | — | 0.63× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | 1.05× | 0.60× | ||
| Q3 24 | — | 0.64× |
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 | 7.3% | 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EFXRIG
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $470.8M | $349.0M | ||
| Q3 25 | $559.9M | $246.0M | ||
| Q2 25 | $361.1M | $128.0M | ||
| Q1 25 | $223.9M | $26.0M | ||
| Q4 24 | $324.8M | $206.0M | ||
| Q3 24 | $479.5M | $194.0M |
自由现金流EFXRIG
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $340.8M | $321.0M | ||
| Q3 25 | $437.9M | $235.0M | ||
| Q2 25 | $238.9M | $104.0M | ||
| Q1 25 | $116.7M | $-34.0M | ||
| Q4 24 | $205.9M | $177.0M | ||
| Q3 24 | $355.5M | $136.0M |
自由现金流率EFXRIG
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 22.0% | 30.8% | ||
| Q3 25 | 28.3% | 22.9% | ||
| Q2 25 | 15.5% | 10.5% | ||
| Q1 25 | 8.1% | -3.8% | ||
| Q4 24 | 14.5% | 18.6% | ||
| Q3 24 | 24.7% | 14.3% |
资本支出强度EFXRIG
| Q2 26 | 7.3% | — | ||
| Q1 26 | 7.3% | — | ||
| Q4 25 | 8.4% | 2.7% | ||
| Q3 25 | 7.9% | 1.1% | ||
| Q2 25 | 8.0% | 2.4% | ||
| Q1 25 | 7.4% | 6.6% | ||
| Q4 24 | 8.4% | 3.0% | ||
| Q3 24 | 8.6% | 6.1% |
现金转化率EFXRIG
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 2.68× | 13.96× | ||
| Q3 25 | 3.50× | — | ||
| Q2 25 | 1.89× | — | ||
| Q1 25 | 1.68× | — | ||
| Q4 24 | 1.87× | 29.43× | ||
| Q3 24 | 3.39× | — |
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
EFX
| Verification Services | $571.4M | 35% |
| Online Information Solutions | $553.7M | 34% |
| Employer Services | $111.7M | 7% |
| Latin America | $102.7M | 6% |
| Europe | $94.0M | 6% |
| Asia Pacific | $92.6M | 6% |
| Canada | $70.9M | 4% |
| Other | $51.9M | 3% |
RIG
| Ultra Deepwater Floaters | $433.0M | 42% |
| BR | $236.0M | 23% |
| Other Geographical | $211.0M | 20% |
| Harsh Environment Floaters | $163.0M | 16% |
