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GoDaddy（GDDY）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
GoDaddy的季度营收约是越洋钻探的1.2倍（$1.3B vs $1.0B），GoDaddy净利率更高（19.2% vs 2.4%，领先16.8%），越洋钻探同比增速更快（9.6% vs 6.8%），GoDaddy自由现金流更多（$363.7M vs $321.0M），过去两年越洋钻探的营收复合增速更高（16.9% vs 7.2%）
GoDaddy是美国上市的互联网域名注册管理、域名服务及网络托管服务商，总部位于亚利桑那州坦佩。2023年按市场份额计为全球第五大网络主机服务商，管理超6200万个注册域名，旗下2000万用户中绝大多数为中小微企业，是全球领先的互联网基础服务供应商。
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。
GDDY vs RIG — 直观对比
营收规模更大
GDDY
是对方的1.2倍
$1.0B
营收增速更快
RIG
高出2.7%
6.8%
净利率更高
GDDY
高出16.8%
2.4%
自由现金流更多
GDDY
多$42.7M
$321.0M
两年增速更快
RIG
近两年复合增速
7.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.0B |
| 净利润 | $245.1M | $25.0M |
| 毛利率 | — | 42.0% |
| 营业利润率 | 24.9% | 23.0% |
| 净利率 | 19.2% | 2.4% |
| 营收同比 | 6.8% | 9.6% |
| 净利润同比 | 23.4% | 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GDDYRIG
| Q4 25 | $1.3B | $1.0B | ||
| Q3 25 | $1.3B | $1.0B | ||
| Q2 25 | $1.2B | $988.0M | ||
| Q1 25 | $1.2B | $906.0M | ||
| Q4 24 | $1.2B | $952.0M | ||
| Q3 24 | $1.1B | $948.0M | ||
| Q2 24 | $1.1B | $861.0M | ||
| Q1 24 | $1.1B | $763.0M |
净利润GDDYRIG
| Q4 25 | $245.1M | $25.0M | ||
| Q3 25 | $210.5M | $-1.9B | ||
| Q2 25 | $199.9M | $-938.0M | ||
| Q1 25 | $219.5M | $-79.0M | ||
| Q4 24 | $198.6M | $7.0M | ||
| Q3 24 | $190.5M | $-494.0M | ||
| Q2 24 | $146.3M | $-123.0M | ||
| Q1 24 | $401.5M | $98.0M |
毛利率GDDYRIG
| 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GDDYRIG
| Q4 25 | 24.9% | 23.0% | ||
| Q3 25 | 23.4% | -163.1% | ||
| Q2 25 | 21.9% | -97.6% | ||
| Q1 25 | 20.7% | 7.1% | ||
| Q4 24 | 21.4% | 13.7% | ||
| Q3 24 | 22.1% | -51.2% | ||
| Q2 24 | 18.5% | -6.9% | ||
| Q1 24 | 15.9% | -0.4% |
净利率GDDYRIG
| Q4 25 | 19.2% | 2.4% | ||
| Q3 25 | 16.6% | -187.1% | ||
| Q2 25 | 16.4% | -94.9% | ||
| Q1 25 | 18.4% | -8.7% | ||
| Q4 24 | 16.7% | 0.7% | ||
| Q3 24 | 16.6% | -52.1% | ||
| Q2 24 | 13.0% | -14.3% | ||
| Q1 24 | 36.2% | 12.8% |
每股收益（稀释后）GDDYRIG
| Q4 25 | — | $0.13 | ||
| Q3 25 | $1.51 | $-2.00 | ||
| Q2 25 | $1.41 | $-1.06 | ||
| Q1 25 | — | $-0.11 | ||
| Q4 24 | — | $-0.14 | ||
| Q3 24 | $1.32 | $-0.58 | ||
| Q2 24 | $1.01 | $-0.15 | ||
| Q1 24 | — | $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 | — | $620.0M |
| 总债务越低越好 | — | $5.2B |
| 股东权益账面价值 | $215.1M | $8.1B |
| 总资产 | $8.0B | $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GDDYRIG
| Q4 25 | — | $620.0M | ||
| Q3 25 | — | $833.0M | ||
| Q2 25 | — | $377.0M | ||
| Q1 25 | — | $263.0M | ||
| Q4 24 | — | $560.0M | ||
| Q3 24 | — | $435.0M | ||
| Q2 24 | — | $475.0M | ||
| Q1 24 | — | $446.0M |
总债务GDDYRIG
| 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GDDYRIG
| Q4 25 | $215.1M | $8.1B | ||
| Q3 25 | $91.8M | $8.1B | ||
| Q2 25 | $404.4M | $9.4B | ||
| Q1 25 | $199.7M | $10.2B | ||
| Q4 24 | $692.1M | $10.3B | ||
| Q3 24 | $356.7M | $10.2B | ||
| Q2 24 | $157.0M | $10.7B | ||
| Q1 24 | $414.8M | $10.5B |
总资产GDDYRIG
| Q4 25 | $8.0B | $15.6B | ||
| Q3 25 | $8.0B | $16.2B | ||
| Q2 25 | $8.3B | $17.8B | ||
| Q1 25 | $7.8B | $19.0B | ||
| Q4 24 | $8.2B | $19.4B | ||
| Q3 24 | $8.0B | $19.5B | ||
| Q2 24 | $7.7B | $20.3B | ||
| Q1 24 | $8.0B | $19.9B |
负债/权益比GDDYRIG
| 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 | $370.6M | $349.0M |
| 自由现金流经营现金流 - 资本支出 | $363.7M | $321.0M |
| 自由现金流率自由现金流/营收 | 28.6% | 30.8% |
| 资本支出强度资本支出/营收 | 0.5% | 2.7% |
| 现金转化率经营现金流/净利润 | 1.51× | 13.96× |
| 过去12个月自由现金流最近4个季度 | $1.6B | $626.0M |
8季度趋势，按日历期对齐
经营现金流GDDYRIG
| Q4 25 | $370.6M | $349.0M | ||
| Q3 25 | $444.2M | $246.0M | ||
| Q2 25 | $379.9M | $128.0M | ||
| Q1 25 | $404.7M | $26.0M | ||
| Q4 24 | $340.5M | $206.0M | ||
| Q3 24 | $355.2M | $194.0M | ||
| Q2 24 | $294.8M | $133.0M | ||
| Q1 24 | $297.2M | $-86.0M |
自由现金流GDDYRIG
| Q4 25 | $363.7M | $321.0M | ||
| Q3 25 | $434.9M | $235.0M | ||
| Q2 25 | $375.8M | $104.0M | ||
| Q1 25 | $401.1M | $-34.0M | ||
| Q4 24 | $326.1M | $177.0M | ||
| Q3 24 | $350.2M | $136.0M | ||
| Q2 24 | $292.0M | $49.0M | ||
| Q1 24 | $292.8M | $-169.0M |
自由现金流率GDDYRIG
| Q4 25 | 28.6% | 30.8% | ||
| Q3 25 | 34.4% | 22.9% | ||
| Q2 25 | 30.9% | 10.5% | ||
| Q1 25 | 33.6% | -3.8% | ||
| Q4 24 | 27.3% | 18.6% | ||
| Q3 24 | 30.5% | 14.3% | ||
| Q2 24 | 26.0% | 5.7% | ||
| Q1 24 | 26.4% | -22.1% |
资本支出强度GDDYRIG
| Q4 25 | 0.5% | 2.7% | ||
| Q3 25 | 0.7% | 1.1% | ||
| Q2 25 | 0.3% | 2.4% | ||
| Q1 25 | 0.3% | 6.6% | ||
| Q4 24 | 1.2% | 3.0% | ||
| Q3 24 | 0.4% | 6.1% | ||
| Q2 24 | 0.2% | 9.8% | ||
| Q1 24 | 0.4% | 10.9% |
现金转化率GDDYRIG
| Q4 25 | 1.51× | 13.96× | ||
| Q3 25 | 2.11× | — | ||
| Q2 25 | 1.90× | — | ||
| Q1 25 | 1.84× | — | ||
| Q4 24 | 1.71× | 29.43× | ||
| Q3 24 | 1.86× | — | ||
| Q2 24 | 2.02× | — | ||
| Q1 24 | 0.74× | -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
GDDY
| Domains | $586.5M | 46% |
| Applications And Commerce | $497.7M | 39% |
| Other | $189.7M | 15% |
RIG
| Ultra Deepwater Floaters | $433.0M | 42% |
| BR | $236.0M | 23% |
| Other Geographical | $211.0M | 20% |
| Harsh Environment Floaters | $163.0M | 16% |
