vs
First American Financial Corp（FAF）与国民油井华高（NOV）财务数据对比。点击上方公司名可切换其他公司
国民油井华高的季度营收约是First American Financial Corp的1.0倍（$2.1B vs $2.0B），First American Financial Corp净利率更高（10.3% vs 1.0%，领先9.4%），First American Financial Corp同比增速更快（21.6% vs -9.9%），First American Financial Corp自由现金流更多（$324.5M vs $51.0M），过去两年First American Financial Corp的营收复合增速更高（19.9% vs -3.8%）
第一美国金融公司是美国知名金融服务企业，主要面向房地产及抵押贷款行业开展业务，核心服务涵盖产权保险、房产交易与抵押业务相关的交割结算服务，在全球地产金融服务领域具备成熟的服务能力与较高的行业认可度。
NOV Inc.（前称国民油井华高）是总部位于美国得克萨斯州休斯顿的跨国企业，为上游油气行业提供钻探及生产作业所需的设备零部件、油田服务及供应链整合服务，在六大洲布局超500个运营点，下设能源设备、能源产品与服务两大业务板块。
FAF vs NOV — 直观对比
营收规模更大
NOV
是对方的1.0倍
$2.0B
营收增速更快
FAF
高出31.5%
-9.9%
净利率更高
FAF
高出9.4%
1.0%
自由现金流更多
FAF
多$273.5M
$51.0M
两年增速更快
FAF
近两年复合增速
-3.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $2.1B |
| 净利润 | $211.9M | $20.0M |
| 毛利率 | — | 18.5% |
| 营业利润率 | 14.0% | 2.3% |
| 净利率 | 10.3% | 1.0% |
| 营收同比 | 21.6% | -9.9% |
| 净利润同比 | 192.7% | -73.0% |
| 每股收益（稀释后） | $2.04 | $0.05 |
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FAFNOV
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.0B | $2.3B | ||
| Q3 25 | $2.0B | $2.2B | ||
| Q2 25 | $1.8B | $2.2B | ||
| Q1 25 | $1.6B | $2.1B | ||
| Q4 24 | $1.7B | $2.3B | ||
| Q3 24 | $1.4B | $2.2B | ||
| Q2 24 | $1.6B | $2.2B |
净利润FAFNOV
| Q1 26 | — | $20.0M | ||
| Q4 25 | $211.9M | $-78.0M | ||
| Q3 25 | $189.6M | $42.0M | ||
| Q2 25 | $146.1M | $108.0M | ||
| Q1 25 | $74.2M | $73.0M | ||
| Q4 24 | $72.4M | $160.0M | ||
| Q3 24 | $-104.0M | $130.0M | ||
| Q2 24 | $116.0M | $226.0M |
毛利率FAFNOV
| Q1 26 | — | 18.5% | ||
| Q4 25 | — | 20.3% | ||
| Q3 25 | — | 18.9% | ||
| Q2 25 | — | 20.4% | ||
| Q1 25 | — | 21.3% | ||
| Q4 24 | — | 21.4% | ||
| Q3 24 | — | 21.4% | ||
| Q2 24 | — | 26.6% |
营业利润率FAFNOV
| Q1 26 | — | 2.3% | ||
| Q4 25 | 14.0% | 4.0% | ||
| Q3 25 | 12.5% | 4.9% | ||
| Q2 25 | 10.6% | 6.5% | ||
| Q1 25 | 6.1% | 7.2% | ||
| Q4 24 | 5.9% | 9.0% | ||
| Q3 24 | -10.3% | 8.9% | ||
| Q2 24 | 9.4% | 14.1% |
净利率FAFNOV
| Q1 26 | — | 1.0% | ||
| Q4 25 | 10.3% | -3.4% | ||
| Q3 25 | 9.6% | 1.9% | ||
| Q2 25 | 7.9% | 4.9% | ||
| Q1 25 | 4.7% | 3.5% | ||
| Q4 24 | 4.3% | 6.9% | ||
| Q3 24 | -7.4% | 5.9% | ||
| Q2 24 | 7.2% | 10.2% |
每股收益（稀释后）FAFNOV
| Q1 26 | — | $0.05 | ||
| Q4 25 | $2.04 | $-0.20 | ||
| Q3 25 | $1.84 | $0.11 | ||
| Q2 25 | $1.41 | $0.29 | ||
| Q1 25 | $0.71 | $0.19 | ||
| Q4 24 | $0.70 | $0.40 | ||
| Q3 24 | $-1.00 | $0.33 | ||
| Q2 24 | $1.11 | $0.57 |
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 | $1.4B | $1.3B |
| 总债务越低越好 | — | $1.7B |
| 股东权益账面价值 | $5.5B | — |
| 总资产 | $16.2B | $11.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资FAFNOV
| Q1 26 | — | $1.3B | ||
| Q4 25 | $1.4B | $1.6B | ||
| Q3 25 | $2.9B | $1.2B | ||
| Q2 25 | $2.0B | $1.1B | ||
| Q1 25 | $2.0B | $1.2B | ||
| Q4 24 | $1.7B | $1.2B | ||
| Q3 24 | $3.0B | $985.0M | ||
| Q2 24 | $2.0B | $827.0M |
总债务FAFNOV
| Q1 26 | — | $1.7B | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.7B | ||
| Q1 25 | — | $1.7B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $1.7B |
股东权益FAFNOV
| Q1 26 | — | — | ||
| Q4 25 | $5.5B | $6.3B | ||
| Q3 25 | $5.3B | $6.5B | ||
| Q2 25 | $5.1B | $6.5B | ||
| Q1 25 | $5.0B | $6.4B | ||
| Q4 24 | $4.9B | $6.4B | ||
| Q3 24 | $5.1B | $6.5B | ||
| Q2 24 | $4.8B | $6.4B |
总资产FAFNOV
| Q1 26 | — | $11.1B | ||
| Q4 25 | $16.2B | $11.3B | ||
| Q3 25 | $17.6B | $11.3B | ||
| Q2 25 | $16.3B | $11.4B | ||
| Q1 25 | $15.5B | $11.3B | ||
| Q4 24 | $14.9B | $11.4B | ||
| Q3 24 | $16.6B | $11.4B | ||
| Q2 24 | $15.2B | $11.3B |
负债/权益比FAFNOV
| Q1 26 | — | — | ||
| Q4 25 | — | 0.27× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.27× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.27× | ||
| Q3 24 | — | 0.27× | ||
| Q2 24 | — | 0.27× |
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 | $369.3M | — |
| 自由现金流经营现金流 - 资本支出 | $324.5M | $51.0M |
| 自由现金流率自由现金流/营收 | 15.8% | 2.5% |
| 资本支出强度资本支出/营收 | 2.2% | — |
| 现金转化率经营现金流/净利润 | 1.74× | — |
| 过去12个月自由现金流最近4个季度 | $762.5M | $876.0M |
8季度趋势，按日历期对齐
经营现金流FAFNOV
| Q1 26 | — | — | ||
| Q4 25 | $369.3M | $573.0M | ||
| Q3 25 | $272.5M | $352.0M | ||
| Q2 25 | $361.8M | $191.0M | ||
| Q1 25 | $-52.8M | $135.0M | ||
| Q4 24 | $324.6M | $591.0M | ||
| Q3 24 | $236.9M | $359.0M | ||
| Q2 24 | $266.7M | $432.0M |
自由现金流FAFNOV
| Q1 26 | — | $51.0M | ||
| Q4 25 | $324.5M | $472.0M | ||
| Q3 25 | $223.1M | $245.0M | ||
| Q2 25 | $309.4M | $108.0M | ||
| Q1 25 | $-94.5M | $51.0M | ||
| Q4 24 | $266.2M | $473.0M | ||
| Q3 24 | $185.4M | $277.0M | ||
| Q2 24 | $210.0M | $350.0M |
自由现金流率FAFNOV
| Q1 26 | — | 2.5% | ||
| Q4 25 | 15.8% | 20.7% | ||
| Q3 25 | 11.3% | 11.3% | ||
| Q2 25 | 16.8% | 4.9% | ||
| Q1 25 | -6.0% | 2.4% | ||
| Q4 24 | 15.8% | 20.5% | ||
| Q3 24 | 13.2% | 12.6% | ||
| Q2 24 | 13.0% | 15.8% |
资本支出强度FAFNOV
| Q1 26 | — | — | ||
| Q4 25 | 2.2% | 4.4% | ||
| Q3 25 | 2.5% | 4.9% | ||
| Q2 25 | 2.8% | 3.8% | ||
| Q1 25 | 2.6% | 4.0% | ||
| Q4 24 | 3.5% | 5.1% | ||
| Q3 24 | 3.7% | 3.7% | ||
| Q2 24 | 3.5% | 3.7% |
现金转化率FAFNOV
| Q1 26 | — | — | ||
| Q4 25 | 1.74× | — | ||
| Q3 25 | 1.44× | 8.38× | ||
| Q2 25 | 2.48× | 1.77× | ||
| Q1 25 | -0.71× | 1.85× | ||
| Q4 24 | 4.48× | 3.69× | ||
| Q3 24 | — | 2.76× | ||
| Q2 24 | 2.30× | 1.91× |
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
FAF
| Title Insurance And Services | $1.9B | 94% |
| Home Warranty | $110.3M | 5% |
NOV
| Energy Equipment | $1.2B | 58% |
| Energy Products and Services | $897.0M | 44% |
