vs
Fabrinet（FN）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
Fabrinet的季度营收约是越洋钻探的1.1倍（$1.1B vs $1.0B），Fabrinet净利率更高（9.9% vs 2.4%，领先7.5%），Fabrinet同比增速更快（35.9% vs 9.6%），越洋钻探自由现金流更多（$321.0M vs $-5.3M），过去两年Fabrinet的营收复合增速更高（24.4% vs 16.9%）
Fabrinet（股票代码FN）为标普中型股400指数成分股。该指数由标普道琼斯指数公司维护，覆盖400家以美企为主的中等市值企业，若成分企业存在多类流通股，指数的成分股总量有时会超过400只。
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。
FN vs RIG — 直观对比
营收规模更大
FN
是对方的1.1倍
$1.0B
营收增速更快
FN
高出26.3%
9.6%
净利率更高
FN
高出7.5%
2.4%
自由现金流更多
RIG
多$326.3M
$-5.3M
两年增速更快
FN
近两年复合增速
16.9%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.0B |
| 净利润 | $112.6M | $25.0M |
| 毛利率 | 12.2% | 42.0% |
| 营业利润率 | 10.1% | 23.0% |
| 净利率 | 9.9% | 2.4% |
| 营收同比 | 35.9% | 9.6% |
| 净利润同比 | 30.0% | 257.1% |
| 每股收益（稀释后） | $3.11 | $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FNRIG
| Q4 25 | $1.1B | $1.0B | ||
| Q3 25 | $978.1M | $1.0B | ||
| Q2 25 | $909.7M | $988.0M | ||
| Q1 25 | $871.8M | $906.0M | ||
| Q4 24 | $833.6M | $952.0M | ||
| Q3 24 | $804.2M | $948.0M | ||
| Q2 24 | $753.3M | $861.0M | ||
| Q1 24 | $731.5M | $763.0M |
净利润FNRIG
| Q4 25 | $112.6M | $25.0M | ||
| Q3 25 | $95.9M | $-1.9B | ||
| Q2 25 | $87.2M | $-938.0M | ||
| Q1 25 | $81.3M | $-79.0M | ||
| Q4 24 | $86.6M | $7.0M | ||
| Q3 24 | $77.4M | $-494.0M | ||
| Q2 24 | $81.1M | $-123.0M | ||
| Q1 24 | $80.9M | $98.0M |
毛利率FNRIG
| Q4 25 | 12.2% | 42.0% | ||
| Q3 25 | 11.9% | 43.2% | ||
| Q2 25 | 12.2% | 39.4% | ||
| Q1 25 | 11.7% | 31.8% | ||
| Q4 24 | 12.1% | 39.2% | ||
| Q3 24 | 12.3% | 40.6% | ||
| Q2 24 | 12.3% | 38.0% | ||
| Q1 24 | 12.4% | 31.5% |
营业利润率FNRIG
| Q4 25 | 10.1% | 23.0% | ||
| Q3 25 | 9.6% | -163.1% | ||
| Q2 25 | 9.8% | -97.6% | ||
| Q1 25 | 9.0% | 7.1% | ||
| Q4 24 | 9.5% | 13.7% | ||
| Q3 24 | 9.6% | -51.2% | ||
| Q2 24 | 9.7% | -6.9% | ||
| Q1 24 | 9.7% | -0.4% |
净利率FNRIG
| Q4 25 | 9.9% | 2.4% | ||
| Q3 25 | 9.8% | -187.1% | ||
| Q2 25 | 9.6% | -94.9% | ||
| Q1 25 | 9.3% | -8.7% | ||
| Q4 24 | 10.4% | 0.7% | ||
| Q3 24 | 9.6% | -52.1% | ||
| Q2 24 | 10.8% | -14.3% | ||
| Q1 24 | 11.1% | 12.8% |
每股收益（稀释后）FNRIG
| Q4 25 | $3.11 | $0.13 | ||
| Q3 25 | $2.66 | $-2.00 | ||
| Q2 25 | $2.41 | $-1.06 | ||
| Q1 25 | $2.25 | $-0.11 | ||
| Q4 24 | $2.38 | $-0.14 | ||
| Q3 24 | $2.13 | $-0.58 | ||
| Q2 24 | $2.22 | $-0.15 | ||
| Q1 24 | $2.21 | $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 | $960.8M | $620.0M |
| 总债务越低越好 | — | $5.2B |
| 股东权益账面价值 | $2.2B | $8.1B |
| 总资产 | $3.3B | $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FNRIG
| Q4 25 | $960.8M | $620.0M | ||
| Q3 25 | $968.8M | $833.0M | ||
| Q2 25 | $934.2M | $377.0M | ||
| Q1 25 | $950.7M | $263.0M | ||
| Q4 24 | $934.6M | $560.0M | ||
| Q3 24 | $908.9M | $435.0M | ||
| Q2 24 | $858.6M | $475.0M | ||
| Q1 24 | $794.0M | $446.0M |
总债务FNRIG
| 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FNRIG
| Q4 25 | $2.2B | $8.1B | ||
| Q3 25 | $2.1B | $8.1B | ||
| Q2 25 | $2.0B | $9.4B | ||
| Q1 25 | $1.9B | $10.2B | ||
| Q4 24 | $1.8B | $10.3B | ||
| Q3 24 | $1.8B | $10.2B | ||
| Q2 24 | $1.7B | $10.7B | ||
| Q1 24 | $1.7B | $10.5B |
总资产FNRIG
| Q4 25 | $3.3B | $15.6B | ||
| Q3 25 | $3.0B | $16.2B | ||
| Q2 25 | $2.8B | $17.8B | ||
| Q1 25 | $2.6B | $19.0B | ||
| Q4 24 | $2.5B | $19.4B | ||
| Q3 24 | $2.4B | $19.5B | ||
| Q2 24 | $2.3B | $20.3B | ||
| Q1 24 | $2.2B | $19.9B |
负债/权益比FNRIG
| 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 | $46.3M | $349.0M |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | $321.0M |
| 自由现金流率自由现金流/营收 | -0.5% | 30.8% |
| 资本支出强度资本支出/营收 | 4.6% | 2.7% |
| 现金转化率经营现金流/净利润 | 0.41× | 13.96× |
| 过去12个月自由现金流最近4个季度 | $102.3M | $626.0M |
8季度趋势，按日历期对齐
经营现金流FNRIG
| Q4 25 | $46.3M | $349.0M | ||
| Q3 25 | $102.6M | $246.0M | ||
| Q2 25 | $55.1M | $128.0M | ||
| Q1 25 | $74.2M | $26.0M | ||
| Q4 24 | $115.9M | $206.0M | ||
| Q3 24 | $83.2M | $194.0M | ||
| Q2 24 | $83.1M | $133.0M | ||
| Q1 24 | $100.9M | $-86.0M |
自由现金流FNRIG
| Q4 25 | $-5.3M | $321.0M | ||
| Q3 25 | $57.3M | $235.0M | ||
| Q2 25 | $4.7M | $104.0M | ||
| Q1 25 | $45.7M | $-34.0M | ||
| Q4 24 | $94.0M | $177.0M | ||
| Q3 24 | $62.9M | $136.0M | ||
| Q2 24 | $70.4M | $49.0M | ||
| Q1 24 | $87.3M | $-169.0M |
自由现金流率FNRIG
| Q4 25 | -0.5% | 30.8% | ||
| Q3 25 | 5.9% | 22.9% | ||
| Q2 25 | 0.5% | 10.5% | ||
| Q1 25 | 5.2% | -3.8% | ||
| Q4 24 | 11.3% | 18.6% | ||
| Q3 24 | 7.8% | 14.3% | ||
| Q2 24 | 9.3% | 5.7% | ||
| Q1 24 | 11.9% | -22.1% |
资本支出强度FNRIG
| Q4 25 | 4.6% | 2.7% | ||
| Q3 25 | 4.6% | 1.1% | ||
| Q2 25 | 5.5% | 2.4% | ||
| Q1 25 | 3.3% | 6.6% | ||
| Q4 24 | 2.6% | 3.0% | ||
| Q3 24 | 2.5% | 6.1% | ||
| Q2 24 | 1.7% | 9.8% | ||
| Q1 24 | 1.9% | 10.9% |
现金转化率FNRIG
| Q4 25 | 0.41× | 13.96× | ||
| Q3 25 | 1.07× | — | ||
| Q2 25 | 0.63× | — | ||
| Q1 25 | 0.91× | — | ||
| Q4 24 | 1.34× | 29.43× | ||
| Q3 24 | 1.07× | — | ||
| Q2 24 | 1.02× | — | ||
| Q1 24 | 1.25× | -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
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
RIG
| Ultra Deepwater Floaters | $433.0M | 42% |
| BR | $236.0M | 23% |
| Other Geographical | $211.0M | 20% |
| Harsh Environment Floaters | $163.0M | 16% |
