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哈贝尔（HUBB）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
哈贝尔的季度营收约是越洋钻探的1.4倍（$1.5B vs $1.0B），哈贝尔净利率更高（14.6% vs 2.4%，领先12.2%），哈贝尔同比增速更快（11.9% vs 9.6%），哈贝尔自由现金流更多（$388.8M vs $321.0M），过去两年越洋钻探的营收复合增速更高（16.9% vs 3.3%）
哈贝尔（Hubbell Incorporated）是总部位于美国康涅狄格州谢尔顿的企业，由哈维·哈贝尔于1888年创立，1905年在康涅狄格州正式注册。公司主营电气及电子产品的设计、生产与销售，产品广泛应用于住宅、非住宅建筑、工业及公用事业等多个领域。
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。
HUBB vs RIG — 直观对比
营收规模更大
HUBB
是对方的1.4倍
$1.0B
营收增速更快
HUBB
高出2.3%
9.6%
净利率更高
HUBB
高出12.2%
2.4%
自由现金流更多
HUBB
多$67.8M
$321.0M
两年增速更快
RIG
近两年复合增速
3.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $1.0B |
| 净利润 | $217.7M | $25.0M |
| 毛利率 | 34.6% | 42.0% |
| 营业利润率 | 20.3% | 23.0% |
| 净利率 | 14.6% | 2.4% |
| 营收同比 | 11.9% | 9.6% |
| 净利润同比 | 10.5% | 257.1% |
| 每股收益（稀释后） | $4.06 | $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HUBBRIG
| Q4 25 | $1.5B | $1.0B | ||
| Q3 25 | $1.5B | $1.0B | ||
| Q2 25 | $1.5B | $988.0M | ||
| Q1 25 | $1.4B | $906.0M | ||
| Q4 24 | $1.3B | $952.0M | ||
| Q3 24 | $1.4B | $948.0M | ||
| Q2 24 | $1.5B | $861.0M | ||
| Q1 24 | $1.4B | $763.0M |
净利润HUBBRIG
| Q4 25 | $217.7M | $25.0M | ||
| Q3 25 | $255.5M | $-1.9B | ||
| Q2 25 | $244.2M | $-938.0M | ||
| Q1 25 | $169.7M | $-79.0M | ||
| Q4 24 | $197.0M | $7.0M | ||
| Q3 24 | $219.4M | $-494.0M | ||
| Q2 24 | $213.6M | $-123.0M | ||
| Q1 24 | $147.8M | $98.0M |
毛利率HUBBRIG
| Q4 25 | 34.6% | 42.0% | ||
| Q3 25 | 36.2% | 43.2% | ||
| Q2 25 | 37.2% | 39.4% | ||
| Q1 25 | 33.1% | 31.8% | ||
| Q4 24 | 33.8% | 39.2% | ||
| Q3 24 | 34.5% | 40.6% | ||
| Q2 24 | 35.0% | 38.0% | ||
| Q1 24 | 32.0% | 31.5% |
营业利润率HUBBRIG
| Q4 25 | 20.3% | 23.0% | ||
| Q3 25 | 22.0% | -163.1% | ||
| Q2 25 | 22.7% | -97.6% | ||
| Q1 25 | 17.5% | 7.1% | ||
| Q4 24 | 19.3% | 13.7% | ||
| Q3 24 | 21.1% | -51.2% | ||
| Q2 24 | 20.7% | -6.9% | ||
| Q1 24 | 16.3% | -0.4% |
净利率HUBBRIG
| Q4 25 | 14.6% | 2.4% | ||
| Q3 25 | 17.0% | -187.1% | ||
| Q2 25 | 16.5% | -94.9% | ||
| Q1 25 | 12.4% | -8.7% | ||
| Q4 24 | 14.8% | 0.7% | ||
| Q3 24 | 15.2% | -52.1% | ||
| Q2 24 | 14.7% | -14.3% | ||
| Q1 24 | 10.6% | 12.8% |
每股收益（稀释后）HUBBRIG
| Q4 25 | $4.06 | $0.13 | ||
| Q3 25 | $4.77 | $-2.00 | ||
| Q2 25 | $4.56 | $-1.06 | ||
| Q1 25 | $3.15 | $-0.11 | ||
| Q4 24 | $3.65 | $-0.14 | ||
| Q3 24 | $4.05 | $-0.58 | ||
| Q2 24 | $3.94 | $-0.15 | ||
| Q1 24 | $2.73 | $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 | $497.9M | $620.0M |
| 总债务越低越好 | — | $5.2B |
| 股东权益账面价值 | $3.8B | $8.1B |
| 总资产 | $8.2B | $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HUBBRIG
| Q4 25 | $497.9M | $620.0M | ||
| Q3 25 | $680.9M | $833.0M | ||
| Q2 25 | $399.6M | $377.0M | ||
| Q1 25 | $360.3M | $263.0M | ||
| Q4 24 | $345.0M | $560.0M | ||
| Q3 24 | $445.6M | $435.0M | ||
| Q2 24 | $406.5M | $475.0M | ||
| Q1 24 | $400.3M | $446.0M |
总债务HUBBRIG
| Q4 25 | — | $5.2B | ||
| Q3 25 | $1.4B | $4.8B | ||
| Q2 25 | $1.4B | $5.9B | ||
| Q1 25 | $1.4B | $5.9B | ||
| Q4 24 | $1.4B | $6.2B | ||
| Q3 24 | $1.7B | $6.5B | ||
| Q2 24 | $1.9B | $6.8B | ||
| Q1 24 | $1.9B | $6.8B |
股东权益HUBBRIG
| Q4 25 | $3.8B | $8.1B | ||
| Q3 25 | $3.7B | $8.1B | ||
| Q2 25 | $3.5B | $9.4B | ||
| Q1 25 | $3.3B | $10.2B | ||
| Q4 24 | $3.3B | $10.3B | ||
| Q3 24 | $3.2B | $10.2B | ||
| Q2 24 | $3.1B | $10.7B | ||
| Q1 24 | $2.9B | $10.5B |
总资产HUBBRIG
| Q4 25 | $8.2B | $15.6B | ||
| Q3 25 | $7.5B | $16.2B | ||
| Q2 25 | $7.1B | $17.8B | ||
| Q1 25 | $6.9B | $19.0B | ||
| Q4 24 | $6.7B | $19.4B | ||
| Q3 24 | $6.9B | $19.5B | ||
| Q2 24 | $6.9B | $20.3B | ||
| Q1 24 | $6.9B | $19.9B |
负债/权益比HUBBRIG
| Q4 25 | — | 0.64× | ||
| Q3 25 | 0.39× | 0.60× | ||
| Q2 25 | 0.41× | 0.63× | ||
| Q1 25 | 0.44× | 0.58× | ||
| Q4 24 | 0.44× | 0.60× | ||
| Q3 24 | 0.51× | 0.64× | ||
| Q2 24 | 0.63× | 0.63× | ||
| Q1 24 | 0.65× | 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 | $447.5M | $349.0M |
| 自由现金流经营现金流 - 资本支出 | $388.8M | $321.0M |
| 自由现金流率自由现金流/营收 | 26.0% | 30.8% |
| 资本支出强度资本支出/营收 | 3.9% | 2.7% |
| 现金转化率经营现金流/净利润 | 2.06× | 13.96× |
| 过去12个月自由现金流最近4个季度 | $874.7M | $626.0M |
8季度趋势，按日历期对齐
经营现金流HUBBRIG
| Q4 25 | $447.5M | $349.0M | ||
| Q3 25 | $284.3M | $246.0M | ||
| Q2 25 | $260.6M | $128.0M | ||
| Q1 25 | $37.4M | $26.0M | ||
| Q4 24 | $432.4M | $206.0M | ||
| Q3 24 | $227.0M | $194.0M | ||
| Q2 24 | $239.6M | $133.0M | ||
| Q1 24 | $92.2M | $-86.0M |
自由现金流HUBBRIG
| Q4 25 | $388.8M | $321.0M | ||
| Q3 25 | $253.8M | $235.0M | ||
| Q2 25 | $220.7M | $104.0M | ||
| Q1 25 | $11.4M | $-34.0M | ||
| Q4 24 | $364.4M | $177.0M | ||
| Q3 24 | $188.8M | $136.0M | ||
| Q2 24 | $205.7M | $49.0M | ||
| Q1 24 | $51.9M | $-169.0M |
自由现金流率HUBBRIG
| Q4 25 | 26.0% | 30.8% | ||
| Q3 25 | 16.9% | 22.9% | ||
| Q2 25 | 14.9% | 10.5% | ||
| Q1 25 | 0.8% | -3.8% | ||
| Q4 24 | 27.3% | 18.6% | ||
| Q3 24 | 13.1% | 14.3% | ||
| Q2 24 | 14.2% | 5.7% | ||
| Q1 24 | 3.7% | -22.1% |
资本支出强度HUBBRIG
| Q4 25 | 3.9% | 2.7% | ||
| Q3 25 | 2.0% | 1.1% | ||
| Q2 25 | 2.7% | 2.4% | ||
| Q1 25 | 1.9% | 6.6% | ||
| Q4 24 | 5.1% | 3.0% | ||
| Q3 24 | 2.6% | 6.1% | ||
| Q2 24 | 2.3% | 9.8% | ||
| Q1 24 | 2.9% | 10.9% |
现金转化率HUBBRIG
| Q4 25 | 2.06× | 13.96× | ||
| Q3 25 | 1.11× | — | ||
| Q2 25 | 1.07× | — | ||
| Q1 25 | 0.22× | — | ||
| Q4 24 | 2.19× | 29.43× | ||
| Q3 24 | 1.03× | — | ||
| Q2 24 | 1.12× | — | ||
| Q1 24 | 0.62× | -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
HUBB
| Grid Infrastructure | $717.0M | 48% |
| Industrial | $393.7M | 26% |
| Grid Automation | $218.9M | 15% |
| Electrical Products | $163.1M | 11% |
RIG
| Ultra Deepwater Floaters | $433.0M | 42% |
| BR | $236.0M | 23% |
| Other Geographical | $211.0M | 20% |
| Harsh Environment Floaters | $163.0M | 16% |
