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爱德华生命科学(EW)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
爱德华生命科学的季度营收约是越洋钻探的1.6倍($1.6B vs $1.0B),爱德华生命科学净利率更高(23.1% vs 2.4%,领先20.7%),爱德华生命科学同比增速更快(16.7% vs 9.6%),过去两年越洋钻探的营收复合增速更高(16.9% vs 9.7%)
爱德华生命科学是总部位于美国加利福尼亚州尔湾的医疗科技企业,专注于人工心脏瓣膜及血流动力学监测领域,其研发的Sapien经导管主动脉心脏瓣膜采用牛组织材质,搭配球囊扩张式钴铬合金支架,可通过导管完成植入。
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。
EW vs RIG — 直观对比
营收规模更大
EW
是对方的1.6倍
$1.0B
营收增速更快
EW
高出7.1%
9.6%
净利率更高
EW
高出20.7%
2.4%
两年增速更快
RIG
近两年复合增速
9.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.6B | $1.0B |
| 净利润 | $380.7M | $25.0M |
| 毛利率 | 78.0% | 42.0% |
| 营业利润率 | 1.8% | 23.0% |
| 净利率 | 23.1% | 2.4% |
| 营收同比 | 16.7% | 9.6% |
| 净利润同比 | 6.8% | 257.1% |
| 每股收益(稀释后) | $0.66 | $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
EW
RIG
| 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
EW
RIG
| Q1 26 | $380.7M | — | ||
| Q4 25 | $91.2M | $25.0M | ||
| Q3 25 | $291.1M | $-1.9B | ||
| Q2 25 | $333.2M | $-938.0M | ||
| Q1 25 | $358.0M | $-79.0M | ||
| Q4 24 | $385.6M | $7.0M | ||
| Q3 24 | $3.1B | $-494.0M | ||
| Q2 24 | $366.3M | $-123.0M |
毛利率
EW
RIG
| Q1 26 | 78.0% | — | ||
| Q4 25 | 78.1% | 42.0% | ||
| Q3 25 | 77.8% | 43.2% | ||
| Q2 25 | 77.5% | 39.4% | ||
| Q1 25 | 78.7% | 31.8% | ||
| Q4 24 | 78.9% | 39.2% | ||
| Q3 24 | 80.6% | 40.6% | ||
| Q2 24 | 79.9% | 38.0% |
营业利润率
EW
RIG
| Q1 26 | 1.8% | — | ||
| Q4 25 | 9.6% | 23.0% | ||
| Q3 25 | 19.8% | -163.1% | ||
| Q2 25 | 26.8% | -97.6% | ||
| Q1 25 | 27.9% | 7.1% | ||
| Q4 24 | 22.6% | 13.7% | ||
| Q3 24 | 25.9% | -51.2% | ||
| Q2 24 | 26.8% | -6.9% |
净利率
EW
RIG
| Q1 26 | 23.1% | — | ||
| Q4 25 | 5.8% | 2.4% | ||
| Q3 25 | 18.7% | -187.1% | ||
| Q2 25 | 21.7% | -94.9% | ||
| Q1 25 | 25.3% | -8.7% | ||
| Q4 24 | 27.8% | 0.7% | ||
| Q3 24 | 226.7% | -52.1% | ||
| Q2 24 | 26.7% | -14.3% |
每股收益(稀释后)
EW
RIG
| Q1 26 | $0.66 | — | ||
| Q4 25 | $0.16 | $0.13 | ||
| Q3 25 | $0.50 | $-2.00 | ||
| Q2 25 | $0.56 | $-1.06 | ||
| Q1 25 | $0.61 | $-0.11 | ||
| Q4 24 | $0.65 | $-0.14 | ||
| Q3 24 | $5.13 | $-0.58 | ||
| Q2 24 | $0.61 | $-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 | — | $620.0M |
| 总债务越低越好 | — | $5.2B |
| 股东权益账面价值 | — | $8.1B |
| 总资产 | — | $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
EW
RIG
| Q1 26 | — | — | ||
| Q4 25 | $4.2B | $620.0M | ||
| Q3 25 | $3.8B | $833.0M | ||
| Q2 25 | $4.1B | $377.0M | ||
| Q1 25 | $3.9B | $263.0M | ||
| Q4 24 | $4.0B | $560.0M | ||
| Q3 24 | $4.4B | $435.0M | ||
| Q2 24 | $2.0B | $475.0M |
总债务
EW
RIG
| 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
EW
RIG
| Q1 26 | — | — | ||
| Q4 25 | $10.3B | $8.1B | ||
| Q3 25 | $10.2B | $8.1B | ||
| Q2 25 | $10.5B | $9.4B | ||
| Q1 25 | $10.1B | $10.2B | ||
| Q4 24 | $10.0B | $10.3B | ||
| Q3 24 | $9.5B | $10.2B | ||
| Q2 24 | $7.4B | $10.7B |
总资产
EW
RIG
| Q1 26 | — | — | ||
| Q4 25 | $13.7B | $15.6B | ||
| Q3 25 | $13.3B | $16.2B | ||
| Q2 25 | $13.5B | $17.8B | ||
| Q1 25 | $13.0B | $19.0B | ||
| Q4 24 | $13.1B | $19.4B | ||
| Q3 24 | $13.0B | $19.5B | ||
| Q2 24 | $10.1B | $20.3B |
负债/权益比
EW
RIG
| 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
EW
RIG
| Q1 26 | — | — | ||
| Q4 25 | $450.9M | $349.0M | ||
| Q3 25 | $573.7M | $246.0M | ||
| Q2 25 | $290.2M | $128.0M | ||
| Q1 25 | $280.4M | $26.0M | ||
| Q4 24 | $-127.5M | $206.0M | ||
| Q3 24 | $351.8M | $194.0M | ||
| Q2 24 | $371.5M | $133.0M |
自由现金流
EW
RIG
| Q1 26 | — | — | ||
| Q4 25 | $353.5M | $321.0M | ||
| Q3 25 | $516.2M | $235.0M | ||
| Q2 25 | $240.9M | $104.0M | ||
| Q1 25 | $224.4M | $-34.0M | ||
| Q4 24 | $-177.3M | $177.0M | ||
| Q3 24 | $299.9M | $136.0M | ||
| Q2 24 | $286.1M | $49.0M |
自由现金流率
EW
RIG
| Q1 26 | — | — | ||
| Q4 25 | 22.5% | 30.8% | ||
| Q3 25 | 33.2% | 22.9% | ||
| Q2 25 | 15.7% | 10.5% | ||
| Q1 25 | 15.9% | -3.8% | ||
| Q4 24 | -12.8% | 18.6% | ||
| Q3 24 | 22.1% | 14.3% | ||
| Q2 24 | 20.9% | 5.7% |
资本支出强度
EW
RIG
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 2.7% | ||
| Q3 25 | 3.7% | 1.1% | ||
| Q2 25 | 3.2% | 2.4% | ||
| Q1 25 | 4.0% | 6.6% | ||
| Q4 24 | 3.6% | 3.0% | ||
| Q3 24 | 3.8% | 6.1% | ||
| Q2 24 | 6.2% | 9.8% |
现金转化率
EW
RIG
| Q1 26 | — | — | ||
| Q4 25 | 4.94× | 13.96× | ||
| Q3 25 | 1.97× | — | ||
| Q2 25 | 0.87× | — | ||
| Q1 25 | 0.78× | — | ||
| Q4 24 | -0.33× | 29.43× | ||
| Q3 24 | 0.11× | — | ||
| Q2 24 | 1.01× | — |
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
EW
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% |