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景顺（IVZ）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
景顺的季度营收约是越洋钻探的1.6倍（$1.7B vs $1.0B），越洋钻探净利率更高（2.4% vs -58.9%，领先61.3%），越洋钻探同比增速更快（9.6% vs 6.2%），景顺自由现金流更多（$432.2M vs $321.0M），过去两年越洋钻探的营收复合增速更高（16.9% vs 7.1%）
景顺是总部位于美国佐治亚州亚特兰大的独立投资管理企业，在全球20个国家设有分支机构，旗下运营景顺、Invesco Perpetual、PowerShares等品牌，普通股为标普500指数成分股，于纽约证券交易所挂牌交易。
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。
IVZ vs RIG — 直观对比
营收规模更大
IVZ
是对方的1.6倍
$1.0B
营收增速更快
RIG
高出3.3%
6.2%
净利率更高
RIG
高出61.3%
-58.9%
自由现金流更多
IVZ
多$111.2M
$321.0M
两年增速更快
RIG
近两年复合增速
7.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.0B |
| 净利润 | $-995.9M | $25.0M |
| 毛利率 | — | 42.0% |
| 营业利润率 | -86.2% | 23.0% |
| 净利率 | -58.9% | 2.4% |
| 营收同比 | 6.2% | 9.6% |
| 净利润同比 | -575.8% | 257.1% |
| 每股收益（稀释后） | $-2.61 | $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IVZRIG
| Q4 25 | $1.7B | $1.0B | ||
| Q3 25 | $1.6B | $1.0B | ||
| Q2 25 | $1.5B | $988.0M | ||
| Q1 25 | $1.5B | $906.0M | ||
| Q4 24 | $1.6B | $952.0M | ||
| Q3 24 | $1.5B | $948.0M | ||
| Q2 24 | $1.5B | $861.0M | ||
| Q1 24 | $1.5B | $763.0M |
净利润IVZRIG
| Q4 25 | $-995.9M | $25.0M | ||
| Q3 25 | $356.4M | $-1.9B | ||
| Q2 25 | $197.4M | $-938.0M | ||
| Q1 25 | $171.1M | $-79.0M | ||
| Q4 24 | $209.3M | $7.0M | ||
| Q3 24 | $55.0M | $-494.0M | ||
| Q2 24 | $132.2M | $-123.0M | ||
| Q1 24 | $141.5M | $98.0M |
毛利率IVZRIG
| 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IVZRIG
| Q4 25 | -86.2% | 23.0% | ||
| Q3 25 | 16.5% | -163.1% | ||
| Q2 25 | 14.1% | -97.6% | ||
| Q1 25 | 18.1% | 7.1% | ||
| Q4 24 | 19.6% | 13.7% | ||
| Q3 24 | 6.6% | -51.2% | ||
| Q2 24 | 13.9% | -6.9% | ||
| Q1 24 | 14.4% | -0.4% |
净利率IVZRIG
| Q4 25 | -58.9% | 2.4% | ||
| Q3 25 | 21.7% | -187.1% | ||
| Q2 25 | 13.0% | -94.9% | ||
| Q1 25 | 11.2% | -8.7% | ||
| Q4 24 | 13.1% | 0.7% | ||
| Q3 24 | 3.6% | -52.1% | ||
| Q2 24 | 8.9% | -14.3% | ||
| Q1 24 | 9.6% | 12.8% |
每股收益（稀释后）IVZRIG
| Q4 25 | $-2.61 | $0.13 | ||
| Q3 25 | $0.66 | $-2.00 | ||
| Q2 25 | $-0.03 | $-1.06 | ||
| Q1 25 | $0.38 | $-0.11 | ||
| Q4 24 | $0.46 | $-0.14 | ||
| Q3 24 | $0.12 | $-0.58 | ||
| Q2 24 | $0.29 | $-0.15 | ||
| Q1 24 | $0.31 | $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 | $1.0B | $620.0M |
| 总债务越低越好 | $1.8B | $5.2B |
| 股东权益账面价值 | $12.2B | $8.1B |
| 总资产 | $27.1B | $15.6B |
| 负债/权益比越低杠杆越低 | 0.15× | 0.64× |
8季度趋势，按日历期对齐
现金及短期投资IVZRIG
| Q4 25 | $1.0B | $620.0M | ||
| Q3 25 | $973.1M | $833.0M | ||
| Q2 25 | $922.7M | $377.0M | ||
| Q1 25 | $821.7M | $263.0M | ||
| Q4 24 | $986.5M | $560.0M | ||
| Q3 24 | $1.0B | $435.0M | ||
| Q2 24 | $878.5M | $475.0M | ||
| Q1 24 | $895.7M | $446.0M |
总债务IVZRIG
| Q4 25 | $1.8B | $5.2B | ||
| Q3 25 | $1.6B | $4.8B | ||
| Q2 25 | $1.9B | $5.9B | ||
| Q1 25 | $964.8M | $5.9B | ||
| Q4 24 | $890.6M | $6.2B | ||
| Q3 24 | $890.3M | $6.5B | ||
| Q2 24 | $890.1M | $6.8B | ||
| Q1 24 | $1.3B | $6.8B |
股东权益IVZRIG
| Q4 25 | $12.2B | $8.1B | ||
| Q3 25 | $14.0B | $8.1B | ||
| Q2 25 | $13.9B | $9.4B | ||
| Q1 25 | $14.7B | $10.2B | ||
| Q4 24 | $14.6B | $10.3B | ||
| Q3 24 | $14.8B | $10.2B | ||
| Q2 24 | $14.6B | $10.7B | ||
| Q1 24 | $14.6B | $10.5B |
总资产IVZRIG
| Q4 25 | $27.1B | $15.6B | ||
| Q3 25 | $28.4B | $16.2B | ||
| Q2 25 | $28.5B | $17.8B | ||
| Q1 25 | $28.1B | $19.0B | ||
| Q4 24 | $27.0B | $19.4B | ||
| Q3 24 | $27.5B | $19.5B | ||
| Q2 24 | $27.2B | $20.3B | ||
| Q1 24 | $28.1B | $19.9B |
负债/权益比IVZRIG
| Q4 25 | 0.15× | 0.64× | ||
| Q3 25 | 0.12× | 0.60× | ||
| Q2 25 | 0.14× | 0.63× | ||
| Q1 25 | 0.07× | 0.58× | ||
| Q4 24 | 0.06× | 0.60× | ||
| Q3 24 | 0.06× | 0.64× | ||
| Q2 24 | 0.06× | 0.63× | ||
| Q1 24 | 0.09× | 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 | $455.8M | $349.0M |
| 自由现金流经营现金流 - 资本支出 | $432.2M | $321.0M |
| 自由现金流率自由现金流/营收 | 25.5% | 30.8% |
| 资本支出强度资本支出/营收 | 1.4% | 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 | $1.4B | $626.0M |
8季度趋势，按日历期对齐
经营现金流IVZRIG
| Q4 25 | $455.8M | $349.0M | ||
| Q3 25 | $606.2M | $246.0M | ||
| Q2 25 | $547.9M | $128.0M | ||
| Q1 25 | $-84.6M | $26.0M | ||
| Q4 24 | $316.9M | $206.0M | ||
| Q3 24 | $438.4M | $194.0M | ||
| Q2 24 | $489.1M | $133.0M | ||
| Q1 24 | $-54.4M | $-86.0M |
自由现金流IVZRIG
| Q4 25 | $432.2M | $321.0M | ||
| Q3 25 | $586.4M | $235.0M | ||
| Q2 25 | $530.4M | $104.0M | ||
| Q1 25 | $-108.0M | $-34.0M | ||
| Q4 24 | $309.9M | $177.0M | ||
| Q3 24 | $410.0M | $136.0M | ||
| Q2 24 | $462.4M | $49.0M | ||
| Q1 24 | $-75.4M | $-169.0M |
自由现金流率IVZRIG
| Q4 25 | 25.5% | 30.8% | ||
| Q3 25 | 35.7% | 22.9% | ||
| Q2 25 | 35.0% | 10.5% | ||
| Q1 25 | -7.1% | -3.8% | ||
| Q4 24 | 19.5% | 18.6% | ||
| Q3 24 | 27.1% | 14.3% | ||
| Q2 24 | 31.2% | 5.7% | ||
| Q1 24 | -5.1% | -22.1% |
资本支出强度IVZRIG
| Q4 25 | 1.4% | 2.7% | ||
| Q3 25 | 1.2% | 1.1% | ||
| Q2 25 | 1.2% | 2.4% | ||
| Q1 25 | 1.5% | 6.6% | ||
| Q4 24 | 0.4% | 3.0% | ||
| Q3 24 | 1.9% | 6.1% | ||
| Q2 24 | 1.8% | 9.8% | ||
| Q1 24 | 1.4% | 10.9% |
现金转化率IVZRIG
| Q4 25 | — | 13.96× | ||
| Q3 25 | 1.70× | — | ||
| Q2 25 | 2.78× | — | ||
| Q1 25 | -0.49× | — | ||
| Q4 24 | 1.51× | 29.43× | ||
| Q3 24 | 7.97× | — | ||
| Q2 24 | 3.70× | — | ||
| Q1 24 | -0.38× | -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
IVZ
| Investment Advice | $1.2B | 73% |
| Distribution And Shareholder Service | $382.7M | 23% |
| Financial Service Other | $51.0M | 3% |
| Investment Performance | $28.9M | 2% |
RIG
| Ultra Deepwater Floaters | $433.0M | 42% |
| BR | $236.0M | 23% |
| Other Geographical | $211.0M | 20% |
| Harsh Environment Floaters | $163.0M | 16% |
