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HAEMONETICS CORP（HAE）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
越洋钻探的季度营收约是HAEMONETICS CORP的3.0倍（$1.0B vs $346.4M），HAEMONETICS CORP净利率更高（28.1% vs 2.4%，领先25.7%），越洋钻探同比增速更快（9.6% vs 4.8%），越洋钻探自由现金流更多（$321.0M vs $209.9M），过去两年越洋钻探的营收复合增速更高（16.9% vs 1.5%）
豪洛捷（Haemonetics）是全球血液与血浆供应及服务提供商，于20世纪70年代由艾伦·（杰克）·莱瑟姆博士在马萨诸塞州内蒂克创立，业务围绕血液相关产品及配套服务展开，为全球医疗领域提供血液管理相关的专业解决方案。
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。
HAE vs RIG — 直观对比
营收规模更大
RIG
是对方的3.0倍
$346.4M
营收增速更快
RIG
高出4.8%
4.8%
净利率更高
HAE
高出25.7%
2.4%
自由现金流更多
RIG
多$111.1M
$209.9M
两年增速更快
RIG
近两年复合增速
1.5%
损益表 — Q4 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $346.4M | $1.0B |
| 净利润 | $97.3M | $25.0M |
| 毛利率 | 57.2% | 42.0% |
| 营业利润率 | 36.1% | 23.0% |
| 净利率 | 28.1% | 2.4% |
| 营收同比 | 4.8% | 9.6% |
| 净利润同比 | — | 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HAERIG
| Q1 26 | $346.4M | — | ||
| Q4 25 | $339.0M | $1.0B | ||
| Q3 25 | $327.3M | $1.0B | ||
| Q2 25 | $321.4M | $988.0M | ||
| Q1 25 | $330.6M | $906.0M | ||
| Q4 24 | $348.5M | $952.0M | ||
| Q3 24 | $345.5M | $948.0M | ||
| Q2 24 | $336.2M | $861.0M |
净利润HAERIG
| Q1 26 | $97.3M | — | ||
| Q4 25 | $44.7M | $25.0M | ||
| Q3 25 | $38.7M | $-1.9B | ||
| Q2 25 | $34.0M | $-938.0M | ||
| Q1 25 | $58.0M | $-79.0M | ||
| Q4 24 | $37.5M | $7.0M | ||
| Q3 24 | $33.8M | $-494.0M | ||
| Q2 24 | $38.4M | $-123.0M |
毛利率HAERIG
| Q1 26 | 57.2% | — | ||
| Q4 25 | 59.7% | 42.0% | ||
| Q3 25 | 59.5% | 43.2% | ||
| Q2 25 | 59.8% | 39.4% | ||
| Q1 25 | 58.4% | 31.8% | ||
| Q4 24 | 55.5% | 39.2% | ||
| Q3 24 | 54.2% | 40.6% | ||
| Q2 24 | 52.0% | 38.0% |
营业利润率HAERIG
| Q1 26 | 36.1% | — | ||
| Q4 25 | 19.9% | 23.0% | ||
| Q3 25 | 17.9% | -163.1% | ||
| Q2 25 | 16.8% | -97.6% | ||
| Q1 25 | 21.6% | 7.1% | ||
| Q4 24 | 16.9% | 13.7% | ||
| Q3 24 | 15.0% | -51.2% | ||
| Q2 24 | 11.8% | -6.9% |
净利率HAERIG
| Q1 26 | 28.1% | — | ||
| Q4 25 | 13.2% | 2.4% | ||
| Q3 25 | 11.8% | -187.1% | ||
| Q2 25 | 10.6% | -94.9% | ||
| Q1 25 | 17.5% | -8.7% | ||
| Q4 24 | 10.8% | 0.7% | ||
| Q3 24 | 9.8% | -52.1% | ||
| Q2 24 | 11.4% | -14.3% |
每股收益（稀释后）HAERIG
| Q1 26 | — | — | ||
| Q4 25 | $0.95 | $0.13 | ||
| Q3 25 | $0.81 | $-2.00 | ||
| Q2 25 | $0.70 | $-1.06 | ||
| Q1 25 | $1.17 | $-0.11 | ||
| Q4 24 | $0.74 | $-0.14 | ||
| Q3 24 | $0.66 | $-0.58 | ||
| Q2 24 | $0.74 | $-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 | $245.4M | $620.0M |
| 总债务越低越好 | $1.2B | $5.2B |
| 股东权益账面价值 | $796.3M | $8.1B |
| 总资产 | $2.4B | $15.6B |
| 负债/权益比越低杠杆越低 | 1.53× | 0.64× |
8季度趋势，按日历期对齐
现金及短期投资HAERIG
| Q1 26 | $245.4M | — | ||
| Q4 25 | $363.4M | $620.0M | ||
| Q3 25 | $296.4M | $833.0M | ||
| Q2 25 | $292.9M | $377.0M | ||
| Q1 25 | $306.8M | $263.0M | ||
| Q4 24 | $320.8M | $560.0M | ||
| Q3 24 | $299.3M | $435.0M | ||
| Q2 24 | $344.4M | $475.0M |
总债务HAERIG
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $5.2B | ||
| Q3 25 | $1.2B | $4.8B | ||
| Q2 25 | $1.2B | $5.9B | ||
| Q1 25 | $1.2B | $5.9B | ||
| Q4 24 | — | $6.2B | ||
| Q3 24 | — | $6.5B | ||
| Q2 24 | — | $6.8B |
股东权益HAERIG
| Q1 26 | $796.3M | — | ||
| Q4 25 | $911.5M | $8.1B | ||
| Q3 25 | $849.2M | $8.1B | ||
| Q2 25 | $882.3M | $9.4B | ||
| Q1 25 | $820.8M | $10.2B | ||
| Q4 24 | $906.9M | $10.3B | ||
| Q3 24 | $878.9M | $10.2B | ||
| Q2 24 | $905.4M | $10.7B |
总资产HAERIG
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.5B | $15.6B | ||
| Q3 25 | $2.4B | $16.2B | ||
| Q2 25 | $2.5B | $17.8B | ||
| Q1 25 | $2.5B | $19.0B | ||
| Q4 24 | $2.5B | $19.4B | ||
| Q3 24 | $2.5B | $19.5B | ||
| Q2 24 | $2.5B | $20.3B |
负债/权益比HAERIG
| Q1 26 | 1.53× | — | ||
| Q4 25 | 1.34× | 0.64× | ||
| Q3 25 | 1.44× | 0.60× | ||
| Q2 25 | 1.39× | 0.63× | ||
| Q1 25 | 1.49× | 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 | $293.2M | $349.0M |
| 自由现金流经营现金流 - 资本支出 | $209.9M | $321.0M |
| 自由现金流率自由现金流/营收 | 60.6% | 30.8% |
| 资本支出强度资本支出/营收 | 9.5% | 2.7% |
| 现金转化率经营现金流/净利润 | 3.01× | 13.96× |
| 过去12个月自由现金流最近4个季度 | $417.1M | $626.0M |
8季度趋势，按日历期对齐
经营现金流HAERIG
| Q1 26 | $293.2M | — | ||
| Q4 25 | $93.6M | $349.0M | ||
| Q3 25 | $111.3M | $246.0M | ||
| Q2 25 | $17.4M | $128.0M | ||
| Q1 25 | $116.6M | $26.0M | ||
| Q4 24 | $43.8M | $206.0M | ||
| Q3 24 | $48.8M | $194.0M | ||
| Q2 24 | $-27.4M | $133.0M |
自由现金流HAERIG
| Q1 26 | $209.9M | — | ||
| Q4 25 | $87.2M | $321.0M | ||
| Q3 25 | $106.3M | $235.0M | ||
| Q2 25 | $13.6M | $104.0M | ||
| Q1 25 | $100.9M | $-34.0M | ||
| Q4 24 | $35.2M | $177.0M | ||
| Q3 24 | $39.4M | $136.0M | ||
| Q2 24 | $-33.1M | $49.0M |
自由现金流率HAERIG
| Q1 26 | 60.6% | — | ||
| Q4 25 | 25.7% | 30.8% | ||
| Q3 25 | 32.5% | 22.9% | ||
| Q2 25 | 4.2% | 10.5% | ||
| Q1 25 | 30.5% | -3.8% | ||
| Q4 24 | 10.1% | 18.6% | ||
| Q3 24 | 11.4% | 14.3% | ||
| Q2 24 | -9.8% | 5.7% |
资本支出强度HAERIG
| Q1 26 | 9.5% | — | ||
| Q4 25 | 1.9% | 2.7% | ||
| Q3 25 | 1.5% | 1.1% | ||
| Q2 25 | 1.2% | 2.4% | ||
| Q1 25 | 4.7% | 6.6% | ||
| Q4 24 | 2.5% | 3.0% | ||
| Q3 24 | 2.7% | 6.1% | ||
| Q2 24 | 1.7% | 9.8% |
现金转化率HAERIG
| Q1 26 | 3.01× | — | ||
| Q4 25 | 2.09× | 13.96× | ||
| Q3 25 | 2.88× | — | ||
| Q2 25 | 0.51× | — | ||
| Q1 25 | 2.01× | — | ||
| Q4 24 | 1.17× | 29.43× | ||
| Q3 24 | 1.44× | — | ||
| Q2 24 | -0.71× | — |
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
HAE
| Hospital | $159.6M | 46% |
| Plasma | $130.3M | 38% |
| Blood Center | $56.4M | 16% |
RIG
| Ultra Deepwater Floaters | $433.0M | 42% |
| BR | $236.0M | 23% |
| Other Geographical | $211.0M | 20% |
| Harsh Environment Floaters | $163.0M | 16% |
