vs
骏利亨德森集团（JHG）与OCEANEERING INTERNATIONAL INC（OII）财务数据对比。点击上方公司名可切换其他公司
骏利亨德森集团的季度营收约是OCEANEERING INTERNATIONAL INC的1.6倍（$1.1B vs $692.4M），骏利亨德森集团净利率更高（35.3% vs 5.2%，领先30.1%），骏利亨德森集团同比增速更快（61.3% vs 2.7%），骏利亨德森集团自由现金流更多（$320.4M vs $-76.5M），过去两年骏利亨德森集团的营收复合增速更高（43.9% vs 1.8%）
骏利亨德森集团是英美联手设立的全球资产管理企业，总部位于英国伦敦金融城，旗下以「骏利亨德森投资者」为运营品牌，面向全球个人投资者、中介顾问及机构客户提供多元金融产品与专业资产管理服务。
奥什科什国际（Oceaneering International）是一家总部位于美国得克萨斯州休斯敦的水下工程及应用技术企业，为海洋、航天及其他特殊作业场景的客户提供定制化工程服务与硬件设备，在极端环境工程领域拥有深厚的技术积累。
JHG vs OII — 直观对比
营收规模更大
JHG
是对方的1.6倍
$692.4M
营收增速更快
JHG
高出58.6%
2.7%
净利率更高
JHG
高出30.1%
5.2%
自由现金流更多
JHG
多$396.9M
$-76.5M
两年增速更快
JHG
近两年复合增速
1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $692.4M |
| 净利润 | $403.2M | $36.1M |
| 毛利率 | — | — |
| 营业利润率 | 42.7% | — |
| 净利率 | 35.3% | 5.2% |
| 营收同比 | 61.3% | 2.7% |
| 净利润同比 | 231.0% | -79.7% |
| 每股收益（稀释后） | $2.59 | $0.36 |
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JHGOII
| Q1 26 | — | $692.4M | ||
| Q4 25 | $1.1B | $668.6M | ||
| Q3 25 | $700.4M | $742.9M | ||
| Q2 25 | $633.2M | $698.2M | ||
| Q1 25 | $621.4M | $674.5M | ||
| Q4 24 | $708.3M | $713.5M | ||
| Q3 24 | $624.8M | $679.8M | ||
| Q2 24 | $588.4M | $668.8M |
净利润JHGOII
| Q1 26 | — | $36.1M | ||
| Q4 25 | $403.2M | $177.7M | ||
| Q3 25 | $142.1M | $71.3M | ||
| Q2 25 | $149.9M | $54.4M | ||
| Q1 25 | $120.7M | $50.4M | ||
| Q4 24 | $121.8M | $56.1M | ||
| Q3 24 | $27.3M | $41.2M | ||
| Q2 24 | $129.7M | $35.0M |
毛利率JHGOII
| Q1 26 | — | — | ||
| Q4 25 | — | 19.8% | ||
| Q3 25 | — | 20.6% | ||
| Q2 25 | — | 21.3% | ||
| Q1 25 | — | 20.0% | ||
| Q4 24 | — | 19.9% | ||
| Q3 24 | — | 19.3% | ||
| Q2 24 | — | 18.0% |
营业利润率JHGOII
| Q1 26 | — | — | ||
| Q4 25 | 42.7% | 9.8% | ||
| Q3 25 | 24.6% | 11.6% | ||
| Q2 25 | 25.9% | 11.3% | ||
| Q1 25 | 24.7% | 10.9% | ||
| Q4 24 | 27.9% | 10.9% | ||
| Q3 24 | 26.4% | 10.5% | ||
| Q2 24 | 27.9% | 9.0% |
净利率JHGOII
| Q1 26 | — | 5.2% | ||
| Q4 25 | 35.3% | 26.6% | ||
| Q3 25 | 20.3% | 9.6% | ||
| Q2 25 | 23.7% | 7.8% | ||
| Q1 25 | 19.4% | 7.5% | ||
| Q4 24 | 17.2% | 7.9% | ||
| Q3 24 | 4.4% | 6.1% | ||
| Q2 24 | 22.0% | 5.2% |
每股收益（稀释后）JHGOII
| Q1 26 | — | $0.36 | ||
| Q4 25 | $2.59 | $1.75 | ||
| Q3 25 | $0.92 | $0.71 | ||
| Q2 25 | $0.95 | $0.54 | ||
| Q1 25 | $0.77 | $0.49 | ||
| Q4 24 | $0.77 | $0.55 | ||
| Q3 24 | $0.17 | $0.40 | ||
| Q2 24 | $0.81 | $0.34 |
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 | $1.6B | — |
| 总债务越低越好 | — | $488.8M |
| 股东权益账面价值 | $5.1B | $1.1B |
| 总资产 | $8.3B | $2.6B |
| 负债/权益比越低杠杆越低 | — | 0.44× |
8季度趋势，按日历期对齐
现金及短期投资JHGOII
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $695.9M | ||
| Q3 25 | $1.4B | $7.0M | ||
| Q2 25 | $1.3B | $7.0M | ||
| Q1 25 | $1.4B | $7.0M | ||
| Q4 24 | $1.6B | $504.5M | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $1.3B | — |
总债务JHGOII
| Q1 26 | — | $488.8M | ||
| Q4 25 | — | $487.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $482.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益JHGOII
| Q1 26 | — | $1.1B | ||
| Q4 25 | $5.1B | $1.1B | ||
| Q3 25 | $4.8B | $907.7M | ||
| Q2 25 | $4.8B | $842.1M | ||
| Q1 25 | $4.7B | $773.1M | ||
| Q4 24 | $4.6B | $714.3M | ||
| Q3 24 | $4.6B | $698.0M | ||
| Q2 24 | $4.5B | $651.0M |
总资产JHGOII
| Q1 26 | — | $2.6B | ||
| Q4 25 | $8.3B | $2.7B | ||
| Q3 25 | $7.6B | $2.5B | ||
| Q2 25 | $7.5B | $2.3B | ||
| Q1 25 | $7.1B | $2.3B | ||
| Q4 24 | $7.0B | $2.3B | ||
| Q3 24 | $7.3B | $2.4B | ||
| Q2 24 | $6.4B | $2.3B |
负债/权益比JHGOII
| Q1 26 | — | 0.44× | ||
| Q4 25 | — | 0.46× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.67× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $322.7M | — |
| 自由现金流经营现金流 - 资本支出 | $320.4M | $-76.5M |
| 自由现金流率自由现金流/营收 | 28.0% | -11.1% |
| 资本支出强度资本支出/营收 | 0.2% | 2.5% |
| 现金转化率经营现金流/净利润 | 0.80× | — |
| 过去12个月自由现金流最近4个季度 | $710.9M | $238.1M |
8季度趋势，按日历期对齐
经营现金流JHGOII
| Q1 26 | — | — | ||
| Q4 25 | $322.7M | $221.1M | ||
| Q3 25 | $258.8M | $101.3M | ||
| Q2 25 | $135.2M | $77.2M | ||
| Q1 25 | $2.8M | $-80.7M | ||
| Q4 24 | $247.3M | $128.4M | ||
| Q3 24 | $228.5M | $91.9M | ||
| Q2 24 | $223.8M | $52.6M |
自由现金流JHGOII
| Q1 26 | — | $-76.5M | ||
| Q4 25 | $320.4M | $190.7M | ||
| Q3 25 | $256.4M | $77.0M | ||
| Q2 25 | $133.2M | $46.9M | ||
| Q1 25 | $900.0K | $-106.8M | ||
| Q4 24 | $243.5M | $94.5M | ||
| Q3 24 | $225.9M | $67.0M | ||
| Q2 24 | $221.9M | $29.8M |
自由现金流率JHGOII
| Q1 26 | — | -11.1% | ||
| Q4 25 | 28.0% | 28.5% | ||
| Q3 25 | 36.6% | 10.4% | ||
| Q2 25 | 21.0% | 6.7% | ||
| Q1 25 | 0.1% | -15.8% | ||
| Q4 24 | 34.4% | 13.2% | ||
| Q3 24 | 36.2% | 9.9% | ||
| Q2 24 | 37.7% | 4.5% |
资本支出强度JHGOII
| Q1 26 | — | 2.5% | ||
| Q4 25 | 0.2% | 4.6% | ||
| Q3 25 | 0.3% | 3.3% | ||
| Q2 25 | 0.3% | 4.3% | ||
| Q1 25 | 0.3% | 3.9% | ||
| Q4 24 | 0.5% | 4.7% | ||
| Q3 24 | 0.4% | 3.7% | ||
| Q2 24 | 0.3% | 3.4% |
现金转化率JHGOII
| Q1 26 | — | — | ||
| Q4 25 | 0.80× | 1.24× | ||
| Q3 25 | 1.82× | 1.42× | ||
| Q2 25 | 0.90× | 1.42× | ||
| Q1 25 | 0.02× | -1.60× | ||
| Q4 24 | 2.03× | 2.29× | ||
| Q3 24 | 8.37× | 2.23× | ||
| Q2 24 | 1.73× | 1.50× |
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
JHG
| Investment Advice | $585.2M | 51% |
| Investment Performance | $425.8M | 37% |
| Other | $76.4M | 7% |
OII
| Backlog at end of period | $492.0M | 71% |
| Other | $162.8M | 24% |
| ROV days available | $22.5M | 3% |
| ROV days utilized | $15.1M | 2% |
