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Invitation Homes（INVH）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Invitation Homes的1.5倍（$1.0B vs $685.3M），Invitation Homes净利率更高（21.1% vs 2.4%，领先18.7%），越洋钻探同比增速更快（9.6% vs 4.0%），越洋钻探自由现金流更多（$321.0M vs $122.4M），过去两年越洋钻探的营收复合增速更高（16.9% vs 3.0%）
Invitation Homes是纽交所上市企业，总部位于美国得克萨斯州达拉斯市林肯中心大厦，由Dallas B. Tanner出任首席执行官。截至2024年7月，公司在全美16个市场持有约8.4万套独栋出租住宅，是美国规模最大的独栋住宅租赁业主，17%的租金收入来自加利福尼亚州。
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。
INVH vs RIG — 直观对比
营收规模更大
RIG
是对方的1.5倍
$685.3M
营收增速更快
RIG
高出5.6%
4.0%
净利率更高
INVH
高出18.7%
2.4%
自由现金流更多
RIG
多$198.6M
$122.4M
两年增速更快
RIG
近两年复合增速
3.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $685.3M | $1.0B |
| 净利润 | $144.6M | $25.0M |
| 毛利率 | — | 42.0% |
| 营业利润率 | — | 23.0% |
| 净利率 | 21.1% | 2.4% |
| 营收同比 | 4.0% | 9.6% |
| 净利润同比 | 1.0% | 257.1% |
| 每股收益（稀释后） | $0.24 | $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INVHRIG
| Q4 25 | $685.3M | $1.0B | ||
| Q3 25 | $688.2M | $1.0B | ||
| Q2 25 | $681.4M | $988.0M | ||
| Q1 25 | $674.5M | $906.0M | ||
| Q4 24 | $659.1M | $952.0M | ||
| Q3 24 | $660.3M | $948.0M | ||
| Q2 24 | $653.5M | $861.0M | ||
| Q1 24 | $646.0M | $763.0M |
净利润INVHRIG
| Q4 25 | $144.6M | $25.0M | ||
| Q3 25 | $136.7M | $-1.9B | ||
| Q2 25 | $140.9M | $-938.0M | ||
| Q1 25 | $165.7M | $-79.0M | ||
| Q4 24 | $143.1M | $7.0M | ||
| Q3 24 | $95.3M | $-494.0M | ||
| Q2 24 | $73.2M | $-123.0M | ||
| Q1 24 | $142.3M | $98.0M |
毛利率INVHRIG
| 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INVHRIG
| Q4 25 | — | 23.0% | ||
| Q3 25 | — | -163.1% | ||
| Q2 25 | — | -97.6% | ||
| Q1 25 | — | 7.1% | ||
| Q4 24 | — | 13.7% | ||
| Q3 24 | — | -51.2% | ||
| Q2 24 | — | -6.9% | ||
| Q1 24 | — | -0.4% |
净利率INVHRIG
| Q4 25 | 21.1% | 2.4% | ||
| Q3 25 | 19.9% | -187.1% | ||
| Q2 25 | 20.7% | -94.9% | ||
| Q1 25 | 24.6% | -8.7% | ||
| Q4 24 | 21.7% | 0.7% | ||
| Q3 24 | 14.4% | -52.1% | ||
| Q2 24 | 11.2% | -14.3% | ||
| Q1 24 | 22.0% | 12.8% |
每股收益（稀释后）INVHRIG
| Q4 25 | $0.24 | $0.13 | ||
| Q3 25 | $0.22 | $-2.00 | ||
| Q2 25 | $0.23 | $-1.06 | ||
| Q1 25 | $0.27 | $-0.11 | ||
| Q4 24 | $0.24 | $-0.14 | ||
| Q3 24 | $0.15 | $-0.58 | ||
| Q2 24 | $0.12 | $-0.15 | ||
| Q1 24 | $0.23 | $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 | $130.0M | $620.0M |
| 总债务越低越好 | $8.4B | $5.2B |
| 股东权益账面价值 | $9.5B | $8.1B |
| 总资产 | $18.7B | $15.6B |
| 负债/权益比越低杠杆越低 | 0.88× | 0.64× |
8季度趋势，按日历期对齐
现金及短期投资INVHRIG
| Q4 25 | $130.0M | $620.0M | ||
| Q3 25 | $155.4M | $833.0M | ||
| Q2 25 | $65.1M | $377.0M | ||
| Q1 25 | $84.4M | $263.0M | ||
| Q4 24 | $174.5M | $560.0M | ||
| Q3 24 | $1.0B | $435.0M | ||
| Q2 24 | $749.4M | $475.0M | ||
| Q1 24 | $738.1M | $446.0M |
总债务INVHRIG
| Q4 25 | $8.4B | $5.2B | ||
| Q3 25 | $8.2B | $4.8B | ||
| Q2 25 | $8.2B | $5.9B | ||
| Q1 25 | $8.1B | $5.9B | ||
| Q4 24 | $8.2B | $6.2B | ||
| Q3 24 | $9.0B | $6.5B | ||
| Q2 24 | $8.5B | $6.8B | ||
| Q1 24 | $8.5B | $6.8B |
股东权益INVHRIG
| Q4 25 | $9.5B | $8.1B | ||
| Q3 25 | $9.6B | $8.1B | ||
| Q2 25 | $9.7B | $9.4B | ||
| Q1 25 | $9.7B | $10.2B | ||
| Q4 24 | $9.8B | $10.3B | ||
| Q3 24 | $9.9B | $10.2B | ||
| Q2 24 | $10.0B | $10.7B | ||
| Q1 24 | $10.1B | $10.5B |
总资产INVHRIG
| Q4 25 | $18.7B | $15.6B | ||
| Q3 25 | $18.8B | $16.2B | ||
| Q2 25 | $18.7B | $17.8B | ||
| Q1 25 | $18.6B | $19.0B | ||
| Q4 24 | $18.7B | $19.4B | ||
| Q3 24 | $19.6B | $19.5B | ||
| Q2 24 | $19.2B | $20.3B | ||
| Q1 24 | $19.2B | $19.9B |
负债/权益比INVHRIG
| Q4 25 | 0.88× | 0.64× | ||
| Q3 25 | 0.86× | 0.60× | ||
| Q2 25 | 0.85× | 0.63× | ||
| Q1 25 | 0.83× | 0.58× | ||
| Q4 24 | 0.84× | 0.60× | ||
| Q3 24 | 0.91× | 0.64× | ||
| Q2 24 | 0.85× | 0.63× | ||
| Q1 24 | 0.84× | 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 | $128.7M | $349.0M |
| 自由现金流经营现金流 - 资本支出 | $122.4M | $321.0M |
| 自由现金流率自由现金流/营收 | 17.9% | 30.8% |
| 资本支出强度资本支出/营收 | 0.9% | 2.7% |
| 现金转化率经营现金流/净利润 | 0.89× | 13.96× |
| 过去12个月自由现金流最近4个季度 | $1.2B | $626.0M |
8季度趋势，按日历期对齐
经营现金流INVHRIG
| Q4 25 | $128.7M | $349.0M | ||
| Q3 25 | $394.6M | $246.0M | ||
| Q2 25 | $382.5M | $128.0M | ||
| Q1 25 | $300.5M | $26.0M | ||
| Q4 24 | $132.8M | $206.0M | ||
| Q3 24 | $313.6M | $194.0M | ||
| Q2 24 | $369.8M | $133.0M | ||
| Q1 24 | $265.6M | $-86.0M |
自由现金流INVHRIG
| Q4 25 | $122.4M | $321.0M | ||
| Q3 25 | $387.8M | $235.0M | ||
| Q2 25 | $374.4M | $104.0M | ||
| Q1 25 | $293.3M | $-34.0M | ||
| Q4 24 | $125.0M | $177.0M | ||
| Q3 24 | $305.2M | $136.0M | ||
| Q2 24 | $363.8M | $49.0M | ||
| Q1 24 | $257.1M | $-169.0M |
自由现金流率INVHRIG
| Q4 25 | 17.9% | 30.8% | ||
| Q3 25 | 56.4% | 22.9% | ||
| Q2 25 | 54.9% | 10.5% | ||
| Q1 25 | 43.5% | -3.8% | ||
| Q4 24 | 19.0% | 18.6% | ||
| Q3 24 | 46.2% | 14.3% | ||
| Q2 24 | 55.7% | 5.7% | ||
| Q1 24 | 39.8% | -22.1% |
资本支出强度INVHRIG
| Q4 25 | 0.9% | 2.7% | ||
| Q3 25 | 1.0% | 1.1% | ||
| Q2 25 | 1.2% | 2.4% | ||
| Q1 25 | 1.1% | 6.6% | ||
| Q4 24 | 1.2% | 3.0% | ||
| Q3 24 | 1.3% | 6.1% | ||
| Q2 24 | 0.9% | 9.8% | ||
| Q1 24 | 1.3% | 10.9% |
现金转化率INVHRIG
| Q4 25 | 0.89× | 13.96× | ||
| Q3 25 | 2.89× | — | ||
| Q2 25 | 2.71× | — | ||
| Q1 25 | 1.81× | — | ||
| Q4 24 | 0.93× | 29.43× | ||
| Q3 24 | 3.29× | — | ||
| Q2 24 | 5.05× | — | ||
| Q1 24 | 1.87× | -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
INVH
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% |
