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First American Financial Corp（FAF）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
First American Financial Corp的季度营收约是越洋钻探的2.0倍（$2.0B vs $1.0B），First American Financial Corp净利率更高（10.3% vs 2.4%，领先7.9%），First American Financial Corp同比增速更快（21.6% vs 9.6%），First American Financial Corp自由现金流更多（$324.5M vs $321.0M），过去两年First American Financial Corp的营收复合增速更高（19.9% vs 16.9%）
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。
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。
FAF vs RIG — 直观对比
营收规模更大
FAF
是对方的2.0倍
$1.0B
营收增速更快
FAF
高出12.1%
9.6%
净利率更高
FAF
高出7.9%
2.4%
自由现金流更多
FAF
多$3.5M
$321.0M
两年增速更快
FAF
近两年复合增速
16.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $1.0B |
| 净利润 | $211.9M | $25.0M |
| 毛利率 | — | 42.0% |
| 营业利润率 | 14.0% | 23.0% |
| 净利率 | 10.3% | 2.4% |
| 营收同比 | 21.6% | 9.6% |
| 净利润同比 | 192.7% | 257.1% |
| 每股收益（稀释后） | $2.04 | $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FAFRIG
| Q4 25 | $2.0B | $1.0B | ||
| Q3 25 | $2.0B | $1.0B | ||
| Q2 25 | $1.8B | $988.0M | ||
| Q1 25 | $1.6B | $906.0M | ||
| Q4 24 | $1.7B | $952.0M | ||
| Q3 24 | $1.4B | $948.0M | ||
| Q2 24 | $1.6B | $861.0M | ||
| Q1 24 | $1.4B | $763.0M |
净利润FAFRIG
| Q4 25 | $211.9M | $25.0M | ||
| Q3 25 | $189.6M | $-1.9B | ||
| Q2 25 | $146.1M | $-938.0M | ||
| Q1 25 | $74.2M | $-79.0M | ||
| Q4 24 | $72.4M | $7.0M | ||
| Q3 24 | $-104.0M | $-494.0M | ||
| Q2 24 | $116.0M | $-123.0M | ||
| Q1 24 | $46.7M | $98.0M |
毛利率FAFRIG
| 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% | ||
| Q1 24 | — | 31.5% |
营业利润率FAFRIG
| Q4 25 | 14.0% | 23.0% | ||
| Q3 25 | 12.5% | -163.1% | ||
| Q2 25 | 10.6% | -97.6% | ||
| Q1 25 | 6.1% | 7.1% | ||
| Q4 24 | 5.9% | 13.7% | ||
| Q3 24 | -10.3% | -51.2% | ||
| Q2 24 | 9.4% | -6.9% | ||
| Q1 24 | 4.1% | -0.4% |
净利率FAFRIG
| Q4 25 | 10.3% | 2.4% | ||
| Q3 25 | 9.6% | -187.1% | ||
| Q2 25 | 7.9% | -94.9% | ||
| Q1 25 | 4.7% | -8.7% | ||
| Q4 24 | 4.3% | 0.7% | ||
| Q3 24 | -7.4% | -52.1% | ||
| Q2 24 | 7.2% | -14.3% | ||
| Q1 24 | 3.3% | 12.8% |
每股收益（稀释后）FAFRIG
| Q4 25 | $2.04 | $0.13 | ||
| Q3 25 | $1.84 | $-2.00 | ||
| Q2 25 | $1.41 | $-1.06 | ||
| Q1 25 | $0.71 | $-0.11 | ||
| Q4 24 | $0.70 | $-0.14 | ||
| Q3 24 | $-1.00 | $-0.58 | ||
| Q2 24 | $1.11 | $-0.15 | ||
| Q1 24 | $0.45 | $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 | $1.4B | $620.0M |
| 总债务越低越好 | — | $5.2B |
| 股东权益账面价值 | $5.5B | $8.1B |
| 总资产 | $16.2B | $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FAFRIG
| Q4 25 | $1.4B | $620.0M | ||
| Q3 25 | $2.9B | $833.0M | ||
| Q2 25 | $2.0B | $377.0M | ||
| Q1 25 | $2.0B | $263.0M | ||
| Q4 24 | $1.7B | $560.0M | ||
| Q3 24 | $3.0B | $435.0M | ||
| Q2 24 | $2.0B | $475.0M | ||
| Q1 24 | $1.5B | $446.0M |
总债务FAFRIG
| 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FAFRIG
| Q4 25 | $5.5B | $8.1B | ||
| Q3 25 | $5.3B | $8.1B | ||
| Q2 25 | $5.1B | $9.4B | ||
| Q1 25 | $5.0B | $10.2B | ||
| Q4 24 | $4.9B | $10.3B | ||
| Q3 24 | $5.1B | $10.2B | ||
| Q2 24 | $4.8B | $10.7B | ||
| Q1 24 | $4.8B | $10.5B |
总资产FAFRIG
| Q4 25 | $16.2B | $15.6B | ||
| Q3 25 | $17.6B | $16.2B | ||
| Q2 25 | $16.3B | $17.8B | ||
| Q1 25 | $15.5B | $19.0B | ||
| Q4 24 | $14.9B | $19.4B | ||
| Q3 24 | $16.6B | $19.5B | ||
| Q2 24 | $15.2B | $20.3B | ||
| Q1 24 | $14.7B | $19.9B |
负债/权益比FAFRIG
| 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 | $369.3M | $349.0M |
| 自由现金流经营现金流 - 资本支出 | $324.5M | $321.0M |
| 自由现金流率自由现金流/营收 | 15.8% | 30.8% |
| 资本支出强度资本支出/营收 | 2.2% | 2.7% |
| 现金转化率经营现金流/净利润 | 1.74× | 13.96× |
| 过去12个月自由现金流最近4个季度 | $762.5M | $626.0M |
8季度趋势，按日历期对齐
经营现金流FAFRIG
| Q4 25 | $369.3M | $349.0M | ||
| Q3 25 | $272.5M | $246.0M | ||
| Q2 25 | $361.8M | $128.0M | ||
| Q1 25 | $-52.8M | $26.0M | ||
| Q4 24 | $324.6M | $206.0M | ||
| Q3 24 | $236.9M | $194.0M | ||
| Q2 24 | $266.7M | $133.0M | ||
| Q1 24 | $69.3M | $-86.0M |
自由现金流FAFRIG
| Q4 25 | $324.5M | $321.0M | ||
| Q3 25 | $223.1M | $235.0M | ||
| Q2 25 | $309.4M | $104.0M | ||
| Q1 25 | $-94.5M | $-34.0M | ||
| Q4 24 | $266.2M | $177.0M | ||
| Q3 24 | $185.4M | $136.0M | ||
| Q2 24 | $210.0M | $49.0M | ||
| Q1 24 | $17.6M | $-169.0M |
自由现金流率FAFRIG
| Q4 25 | 15.8% | 30.8% | ||
| Q3 25 | 11.3% | 22.9% | ||
| Q2 25 | 16.8% | 10.5% | ||
| Q1 25 | -6.0% | -3.8% | ||
| Q4 24 | 15.8% | 18.6% | ||
| Q3 24 | 13.2% | 14.3% | ||
| Q2 24 | 13.0% | 5.7% | ||
| Q1 24 | 1.2% | -22.1% |
资本支出强度FAFRIG
| Q4 25 | 2.2% | 2.7% | ||
| Q3 25 | 2.5% | 1.1% | ||
| Q2 25 | 2.8% | 2.4% | ||
| Q1 25 | 2.6% | 6.6% | ||
| Q4 24 | 3.5% | 3.0% | ||
| Q3 24 | 3.7% | 6.1% | ||
| Q2 24 | 3.5% | 9.8% | ||
| Q1 24 | 3.6% | 10.9% |
现金转化率FAFRIG
| Q4 25 | 1.74× | 13.96× | ||
| Q3 25 | 1.44× | — | ||
| Q2 25 | 2.48× | — | ||
| Q1 25 | -0.71× | — | ||
| Q4 24 | 4.48× | 29.43× | ||
| Q3 24 | — | — | ||
| Q2 24 | 2.30× | — | ||
| Q1 24 | 1.48× | -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
FAF
| Title Insurance And Services | $1.9B | 94% |
| Home Warranty | $110.3M | 5% |
RIG
| Ultra Deepwater Floaters | $433.0M | 42% |
| BR | $236.0M | 23% |
| Other Geographical | $211.0M | 20% |
| Harsh Environment Floaters | $163.0M | 16% |
