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罗技（LOGI）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
罗技的季度营收约是越洋钻探的1.4倍（$1.4B vs $1.0B），罗技净利率更高（17.7% vs 2.4%，领先15.3%），越洋钻探同比增速更快（9.6% vs 6.1%），罗技自由现金流更多（$465.6M vs $321.0M），过去两年罗技的营收复合增速更高（18.5% vs 16.9%）
罗技国际是总部位于瑞士洛桑的跨国企业，专注于计算机外设及相关软件的研发与生产，在欧洲、亚洲、大洋洲、美洲均设有分支机构，为瑞士市场指数成分股，同时在纳斯达克交易所挂牌上市。
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。
LOGI vs RIG — 直观对比
营收规模更大
LOGI
是对方的1.4倍
$1.0B
营收增速更快
RIG
高出3.5%
6.1%
净利率更高
LOGI
高出15.3%
2.4%
自由现金流更多
LOGI
多$144.6M
$321.0M
两年增速更快
LOGI
近两年复合增速
16.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.0B |
| 净利润 | $251.0M | $25.0M |
| 毛利率 | 43.2% | 42.0% |
| 营业利润率 | 20.1% | 23.0% |
| 净利率 | 17.7% | 2.4% |
| 营收同比 | 6.1% | 9.6% |
| 净利润同比 | 25.4% | 257.1% |
| 每股收益（稀释后） | $1.69 | $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LOGIRIG
| Q4 25 | $1.4B | $1.0B | ||
| Q3 25 | $1.2B | $1.0B | ||
| Q2 25 | $1.1B | $988.0M | ||
| Q1 25 | $1.0B | $906.0M | ||
| Q4 24 | $1.3B | $952.0M | ||
| Q3 24 | $1.1B | $948.0M | ||
| Q2 24 | $1.1B | $861.0M | ||
| Q1 24 | $1.0B | $763.0M |
净利润LOGIRIG
| Q4 25 | $251.0M | $25.0M | ||
| Q3 25 | $170.7M | $-1.9B | ||
| Q2 25 | $146.0M | $-938.0M | ||
| Q1 25 | $144.1M | $-79.0M | ||
| Q4 24 | $200.1M | $7.0M | ||
| Q3 24 | $145.5M | $-494.0M | ||
| Q2 24 | $141.8M | $-123.0M | ||
| Q1 24 | $167.6M | $98.0M |
毛利率LOGIRIG
| Q4 25 | 43.2% | 42.0% | ||
| Q3 25 | 43.4% | 43.2% | ||
| Q2 25 | 41.7% | 39.4% | ||
| Q1 25 | 43.1% | 31.8% | ||
| Q4 24 | 42.9% | 39.2% | ||
| Q3 24 | 43.6% | 40.6% | ||
| Q2 24 | 42.8% | 38.0% | ||
| Q1 24 | 43.2% | 31.5% |
营业利润率LOGIRIG
| Q4 25 | 20.1% | 23.0% | ||
| Q3 25 | 16.1% | -163.1% | ||
| Q2 25 | 14.1% | -97.6% | ||
| Q1 25 | 10.5% | 7.1% | ||
| Q4 24 | 17.5% | 13.7% | ||
| Q3 24 | 14.4% | -51.2% | ||
| Q2 24 | 14.1% | -6.9% | ||
| Q1 24 | 12.9% | -0.4% |
净利率LOGIRIG
| Q4 25 | 17.7% | 2.4% | ||
| Q3 25 | 14.4% | -187.1% | ||
| Q2 25 | 12.7% | -94.9% | ||
| Q1 25 | 14.3% | -8.7% | ||
| Q4 24 | 14.9% | 0.7% | ||
| Q3 24 | 13.0% | -52.1% | ||
| Q2 24 | 13.0% | -14.3% | ||
| Q1 24 | 16.6% | 12.8% |
每股收益（稀释后）LOGIRIG
| Q4 25 | $1.69 | $0.13 | ||
| Q3 25 | $1.15 | $-2.00 | ||
| Q2 25 | $0.98 | $-1.06 | ||
| Q1 25 | $0.94 | $-0.11 | ||
| Q4 24 | $1.32 | $-0.14 | ||
| Q3 24 | $0.95 | $-0.58 | ||
| Q2 24 | $0.92 | $-0.15 | ||
| Q1 24 | $1.07 | $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 | $1.8B | $620.0M |
| 总债务越低越好 | — | $5.2B |
| 股东权益账面价值 | $2.3B | $8.1B |
| 总资产 | $4.1B | $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LOGIRIG
| Q4 25 | $1.8B | $620.0M | ||
| Q3 25 | $1.4B | $833.0M | ||
| Q2 25 | $1.5B | $377.0M | ||
| Q1 25 | $1.5B | $263.0M | ||
| Q4 24 | $1.5B | $560.0M | ||
| Q3 24 | $1.4B | $435.0M | ||
| Q2 24 | $1.5B | $475.0M | ||
| Q1 24 | $1.5B | $446.0M |
总债务LOGIRIG
| 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 | ||
| Q1 24 | — | $6.8B |
股东权益LOGIRIG
| Q4 25 | $2.3B | $8.1B | ||
| Q3 25 | $2.1B | $8.1B | ||
| Q2 25 | $2.2B | $9.4B | ||
| Q1 25 | $2.1B | $10.2B | ||
| Q4 24 | $2.1B | $10.3B | ||
| Q3 24 | $2.1B | $10.2B | ||
| Q2 24 | $2.2B | $10.7B | ||
| Q1 24 | $2.2B | $10.5B |
总资产LOGIRIG
| Q4 25 | $4.1B | $15.6B | ||
| Q3 25 | $3.7B | $16.2B | ||
| Q2 25 | $3.7B | $17.8B | ||
| Q1 25 | $3.5B | $19.0B | ||
| Q4 24 | $3.7B | $19.4B | ||
| Q3 24 | $3.6B | $19.5B | ||
| Q2 24 | $3.7B | $20.3B | ||
| Q1 24 | $3.6B | $19.9B |
负债/权益比LOGIRIG
| 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× | ||
| Q1 24 | — | 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 | $480.5M | $349.0M |
| 自由现金流经营现金流 - 资本支出 | $465.6M | $321.0M |
| 自由现金流率自由现金流/营收 | 32.8% | 30.8% |
| 资本支出强度资本支出/营收 | 1.0% | 2.7% |
| 现金转化率经营现金流/净利润 | 1.91× | 13.96× |
| 过去12个月自由现金流最近4个季度 | $903.6M | $626.0M |
8季度趋势，按日历期对齐
经营现金流LOGIRIG
| Q4 25 | $480.5M | $349.0M | ||
| Q3 25 | $228.8M | $246.0M | ||
| Q2 25 | $125.0M | $128.0M | ||
| Q1 25 | $129.7M | $26.0M | ||
| Q4 24 | $370.9M | $206.0M | ||
| Q3 24 | $166.0M | $194.0M | ||
| Q2 24 | $176.0M | $133.0M | ||
| Q1 24 | $239.1M | $-86.0M |
自由现金流LOGIRIG
| Q4 25 | $465.6M | $321.0M | ||
| Q3 25 | $212.3M | $235.0M | ||
| Q2 25 | $108.8M | $104.0M | ||
| Q1 25 | $116.9M | $-34.0M | ||
| Q4 24 | $356.6M | $177.0M | ||
| Q3 24 | $151.5M | $136.0M | ||
| Q2 24 | $161.4M | $49.0M | ||
| Q1 24 | $228.8M | $-169.0M |
自由现金流率LOGIRIG
| Q4 25 | 32.8% | 30.8% | ||
| Q3 25 | 17.9% | 22.9% | ||
| Q2 25 | 9.5% | 10.5% | ||
| Q1 25 | 11.6% | -3.8% | ||
| Q4 24 | 26.6% | 18.6% | ||
| Q3 24 | 13.6% | 14.3% | ||
| Q2 24 | 14.8% | 5.7% | ||
| Q1 24 | 22.6% | -22.1% |
资本支出强度LOGIRIG
| Q4 25 | 1.0% | 2.7% | ||
| Q3 25 | 1.4% | 1.1% | ||
| Q2 25 | 1.4% | 2.4% | ||
| Q1 25 | 1.3% | 6.6% | ||
| Q4 24 | 1.1% | 3.0% | ||
| Q3 24 | 1.3% | 6.1% | ||
| Q2 24 | 1.3% | 9.8% | ||
| Q1 24 | 1.0% | 10.9% |
现金转化率LOGIRIG
| Q4 25 | 1.91× | 13.96× | ||
| Q3 25 | 1.34× | — | ||
| Q2 25 | 0.86× | — | ||
| Q1 25 | 0.90× | — | ||
| Q4 24 | 1.85× | 29.43× | ||
| Q3 24 | 1.14× | — | ||
| Q2 24 | 1.24× | — | ||
| Q1 24 | 1.43× | -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
LOGI
| Retail Gaming | $482.7M | 34% |
| Retail Keyboards Desktops | $254.6M | 18% |
| Retail Pointing Devices | $241.2M | 17% |
| Retail Video Collaboration | $193.3M | 14% |
| Retail Tablet And Other Accessories | $93.6M | 7% |
| Retail Webcams | $82.3M | 6% |
| Retail Headsets | $45.9M | 3% |
| Other Retail Products | $28.0M | 2% |
RIG
| Ultra Deepwater Floaters | $433.0M | 42% |
| BR | $236.0M | 23% |
| Other Geographical | $211.0M | 20% |
| Harsh Environment Floaters | $163.0M | 16% |
