vs
因塞特（INCY）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
因塞特的季度营收约是越洋钻探的1.2倍（$1.3B vs $1.0B），因塞特净利率更高（23.8% vs 2.4%，领先21.4%），因塞特同比增速更快（20.9% vs 9.6%），过去两年越洋钻探的营收复合增速更高（16.9% vs 10.4%）
因塞特是总部位于美国特拉华州威尔明顿的跨国制药企业，目前在北美、欧洲及亚洲多地设有生产基地与研发中心，专注于创新药物的研发、生产及商业化，为全球患者提供优质的治疗选择。
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。
INCY vs RIG — 直观对比
营收规模更大
INCY
是对方的1.2倍
$1.0B
营收增速更快
INCY
高出11.3%
9.6%
净利率更高
INCY
高出21.4%
2.4%
两年增速更快
RIG
近两年复合增速
10.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.0B |
| 净利润 | $303.3M | $25.0M |
| 毛利率 | — | 42.0% |
| 营业利润率 | 23.7% | 23.0% |
| 净利率 | 23.8% | 2.4% |
| 营收同比 | 20.9% | 9.6% |
| 净利润同比 | 91.7% | 257.1% |
| 每股收益（稀释后） | $1.47 | $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INCYRIG
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.5B | $1.0B | ||
| Q3 25 | $1.4B | $1.0B | ||
| Q2 25 | $1.2B | $988.0M | ||
| Q1 25 | $1.1B | $906.0M | ||
| Q4 24 | $1.2B | $952.0M | ||
| Q3 24 | $1.1B | $948.0M | ||
| Q2 24 | $1.0B | $861.0M |
净利润INCYRIG
| Q1 26 | $303.3M | — | ||
| Q4 25 | $299.3M | $25.0M | ||
| Q3 25 | $424.2M | $-1.9B | ||
| Q2 25 | $405.0M | $-938.0M | ||
| Q1 25 | $158.2M | $-79.0M | ||
| Q4 24 | $201.2M | $7.0M | ||
| Q3 24 | $106.5M | $-494.0M | ||
| Q2 24 | $-444.6M | $-123.0M |
毛利率INCYRIG
| Q1 26 | — | — | ||
| Q4 25 | 92.0% | 42.0% | ||
| Q3 25 | 92.8% | 43.2% | ||
| Q2 25 | 93.5% | 39.4% | ||
| Q1 25 | 93.0% | 31.8% | ||
| Q4 24 | 92.5% | 39.2% | ||
| Q3 24 | 92.4% | 40.6% | ||
| Q2 24 | 92.7% | 38.0% |
营业利润率INCYRIG
| Q1 26 | 23.7% | — | ||
| Q4 25 | 22.3% | 23.0% | ||
| Q3 25 | 32.5% | -163.1% | ||
| Q2 25 | 43.6% | -97.6% | ||
| Q1 25 | 19.5% | 7.1% | ||
| Q4 24 | 25.6% | 13.7% | ||
| Q3 24 | 12.8% | -51.2% | ||
| Q2 24 | -45.8% | -6.9% |
净利率INCYRIG
| Q1 26 | 23.8% | — | ||
| Q4 25 | 19.9% | 2.4% | ||
| Q3 25 | 31.1% | -187.1% | ||
| Q2 25 | 33.3% | -94.9% | ||
| Q1 25 | 15.0% | -8.7% | ||
| Q4 24 | 17.1% | 0.7% | ||
| Q3 24 | 9.4% | -52.1% | ||
| Q2 24 | -42.6% | -14.3% |
每股收益（稀释后）INCYRIG
| Q1 26 | $1.47 | — | ||
| Q4 25 | $1.46 | $0.13 | ||
| Q3 25 | $2.11 | $-2.00 | ||
| Q2 25 | $2.04 | $-1.06 | ||
| Q1 25 | $0.80 | $-0.11 | ||
| Q4 24 | $0.90 | $-0.14 | ||
| Q3 24 | $0.54 | $-0.58 | ||
| Q2 24 | $-2.04 | $-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 | — | $620.0M |
| 总债务越低越好 | — | $5.2B |
| 股东权益账面价值 | $5.6B | $8.1B |
| 总资产 | $7.3B | $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INCYRIG
| Q1 26 | — | — | ||
| Q4 25 | $3.1B | $620.0M | ||
| Q3 25 | $2.5B | $833.0M | ||
| Q2 25 | $2.0B | $377.0M | ||
| Q1 25 | $1.9B | $263.0M | ||
| Q4 24 | $1.7B | $560.0M | ||
| Q3 24 | $1.3B | $435.0M | ||
| Q2 24 | $987.3M | $475.0M |
总债务INCYRIG
| Q1 26 | — | — | ||
| 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 |
股东权益INCYRIG
| Q1 26 | $5.6B | — | ||
| Q4 25 | $5.2B | $8.1B | ||
| Q3 25 | $4.7B | $8.1B | ||
| Q2 25 | $4.2B | $9.4B | ||
| Q1 25 | $3.7B | $10.2B | ||
| Q4 24 | $3.4B | $10.3B | ||
| Q3 24 | $3.2B | $10.2B | ||
| Q2 24 | $3.0B | $10.7B |
总资产INCYRIG
| Q1 26 | $7.3B | — | ||
| Q4 25 | $7.0B | $15.6B | ||
| Q3 25 | $6.3B | $16.2B | ||
| Q2 25 | $5.8B | $17.8B | ||
| Q1 25 | $5.7B | $19.0B | ||
| Q4 24 | $5.4B | $19.4B | ||
| Q3 24 | $5.0B | $19.5B | ||
| Q2 24 | $4.7B | $20.3B |
负债/权益比INCYRIG
| Q1 26 | — | — | ||
| 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× |
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 | — | $349.0M |
| 自由现金流经营现金流 - 资本支出 | — | $321.0M |
| 自由现金流率自由现金流/营收 | — | 30.8% |
| 资本支出强度资本支出/营收 | — | 2.7% |
| 现金转化率经营现金流/净利润 | — | 13.96× |
| 过去12个月自由现金流最近4个季度 | — | $626.0M |
8季度趋势，按日历期对齐
经营现金流INCYRIG
| Q1 26 | — | — | ||
| Q4 25 | $543.3M | $349.0M | ||
| Q3 25 | $559.4M | $246.0M | ||
| Q2 25 | $44.7M | $128.0M | ||
| Q1 25 | $266.1M | $26.0M | ||
| Q4 24 | $381.2M | $206.0M | ||
| Q3 24 | $310.9M | $194.0M | ||
| Q2 24 | $-575.6M | $133.0M |
自由现金流INCYRIG
| Q1 26 | — | — | ||
| Q4 25 | — | $321.0M | ||
| Q3 25 | — | $235.0M | ||
| Q2 25 | — | $104.0M | ||
| Q1 25 | — | $-34.0M | ||
| Q4 24 | — | $177.0M | ||
| Q3 24 | — | $136.0M | ||
| Q2 24 | — | $49.0M |
自由现金流率INCYRIG
| Q1 26 | — | — | ||
| Q4 25 | — | 30.8% | ||
| Q3 25 | — | 22.9% | ||
| Q2 25 | — | 10.5% | ||
| Q1 25 | — | -3.8% | ||
| Q4 24 | — | 18.6% | ||
| Q3 24 | — | 14.3% | ||
| Q2 24 | — | 5.7% |
资本支出强度INCYRIG
| Q1 26 | — | — | ||
| Q4 25 | — | 2.7% | ||
| Q3 25 | — | 1.1% | ||
| Q2 25 | — | 2.4% | ||
| Q1 25 | — | 6.6% | ||
| Q4 24 | — | 3.0% | ||
| Q3 24 | — | 6.1% | ||
| Q2 24 | — | 9.8% |
现金转化率INCYRIG
| Q1 26 | — | — | ||
| Q4 25 | 1.82× | 13.96× | ||
| Q3 25 | 1.32× | — | ||
| Q2 25 | 0.11× | — | ||
| Q1 25 | 1.68× | — | ||
| Q4 24 | 1.89× | 29.43× | ||
| Q3 24 | 2.92× | — | ||
| Q2 24 | — | — |
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
INCY
暂无分部数据
RIG
| Ultra Deepwater Floaters | $433.0M | 42% |
| BR | $236.0M | 23% |
| Other Geographical | $211.0M | 20% |
| Harsh Environment Floaters | $163.0M | 16% |
