vs
大都会人寿（MET）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大都会人寿的1.7倍（$1.0B vs $600.0M），大都会人寿净利率更高（134.8% vs 2.4%，领先132.4%），越洋钻探同比增速更快（9.6% vs 7.9%），过去两年越洋钻探的营收复合增速更高（16.9% vs 2.0%）
大都会人寿（MetLife）是全球规模领先的保险、年金及员工福利服务提供商之一，创立于1868年，业务覆盖超60个国家和地区，服务约9000万客户，2018年位列《财富》美国500强营收排行榜第43位。
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。
MET vs RIG — 直观对比
营收规模更大
RIG
是对方的1.7倍
$600.0M
营收增速更快
RIG
高出1.6%
7.9%
净利率更高
MET
高出132.4%
2.4%
两年增速更快
RIG
近两年复合增速
2.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $600.0M | $1.0B |
| 净利润 | $809.0M | $25.0M |
| 毛利率 | — | 42.0% |
| 营业利润率 | — | 23.0% |
| 净利率 | 134.8% | 2.4% |
| 营收同比 | 7.9% | 9.6% |
| 净利润同比 | -36.3% | 257.1% |
| 每股收益（稀释后） | $1.18 | $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METRIG
| Q4 25 | $600.0M | $1.0B | ||
| Q3 25 | $621.0M | $1.0B | ||
| Q2 25 | $604.0M | $988.0M | ||
| Q1 25 | $611.0M | $906.0M | ||
| Q4 24 | $556.0M | $952.0M | ||
| Q3 24 | $554.0M | $948.0M | ||
| Q2 24 | $558.0M | $861.0M | ||
| Q1 24 | $577.0M | $763.0M |
净利润METRIG
| Q4 25 | $809.0M | $25.0M | ||
| Q3 25 | $896.0M | $-1.9B | ||
| Q2 25 | $729.0M | $-938.0M | ||
| Q1 25 | $945.0M | $-79.0M | ||
| Q4 24 | $1.3B | $7.0M | ||
| Q3 24 | $1.3B | $-494.0M | ||
| Q2 24 | $946.0M | $-123.0M | ||
| Q1 24 | $867.0M | $98.0M |
毛利率METRIG
| 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METRIG
| 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METRIG
| Q4 25 | 134.8% | 2.4% | ||
| Q3 25 | 144.3% | -187.1% | ||
| Q2 25 | 120.7% | -94.9% | ||
| Q1 25 | 154.7% | -8.7% | ||
| Q4 24 | 228.6% | 0.7% | ||
| Q3 24 | 242.2% | -52.1% | ||
| Q2 24 | 169.5% | -14.3% | ||
| Q1 24 | 150.3% | 12.8% |
每股收益（稀释后）METRIG
| Q4 25 | $1.18 | $0.13 | ||
| Q3 25 | $1.22 | $-2.00 | ||
| Q2 25 | $1.03 | $-1.06 | ||
| Q1 25 | $1.28 | $-0.11 | ||
| Q4 24 | $1.75 | $-0.14 | ||
| Q3 24 | $1.81 | $-0.58 | ||
| Q2 24 | $1.28 | $-0.15 | ||
| Q1 24 | $1.10 | $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 | $25.6B | $620.0M |
| 总债务越低越好 | — | $5.2B |
| 股东权益账面价值 | $28.4B | $8.1B |
| 总资产 | $745.2B | $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METRIG
| Q4 25 | $25.6B | $620.0M | ||
| Q3 25 | $26.2B | $833.0M | ||
| Q2 25 | $27.5B | $377.0M | ||
| Q1 25 | $26.9B | $263.0M | ||
| Q4 24 | $25.2B | $560.0M | ||
| Q3 24 | $26.4B | $435.0M | ||
| Q2 24 | $24.6B | $475.0M | ||
| Q1 24 | $24.7B | $446.0M |
总债务METRIG
| 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METRIG
| Q4 25 | $28.4B | $8.1B | ||
| Q3 25 | $28.9B | $8.1B | ||
| Q2 25 | $27.7B | $9.4B | ||
| Q1 25 | $27.5B | $10.2B | ||
| Q4 24 | $27.4B | $10.3B | ||
| Q3 24 | $30.9B | $10.2B | ||
| Q2 24 | $27.3B | $10.7B | ||
| Q1 24 | $28.5B | $10.5B |
总资产METRIG
| Q4 25 | $745.2B | $15.6B | ||
| Q3 25 | $719.7B | $16.2B | ||
| Q2 25 | $702.5B | $17.8B | ||
| Q1 25 | $688.3B | $19.0B | ||
| Q4 24 | $677.5B | $19.4B | ||
| Q3 24 | $705.0B | $19.5B | ||
| Q2 24 | $675.7B | $20.3B | ||
| Q1 24 | $677.6B | $19.9B |
负债/权益比METRIG
| 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 | $7.1B | $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 | 8.75× | 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METRIG
| Q4 25 | $7.1B | $349.0M | ||
| Q3 25 | $3.6B | $246.0M | ||
| Q2 25 | $2.2B | $128.0M | ||
| Q1 25 | $4.3B | $26.0M | ||
| Q4 24 | $4.6B | $206.0M | ||
| Q3 24 | $4.2B | $194.0M | ||
| Q2 24 | $3.5B | $133.0M | ||
| Q1 24 | $2.3B | $-86.0M |
自由现金流METRIG
| 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 | ||
| Q1 24 | — | $-169.0M |
自由现金流率METRIG
| 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% | ||
| Q1 24 | — | -22.1% |
资本支出强度METRIG
| 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% | ||
| Q1 24 | — | 10.9% |
现金转化率METRIG
| Q4 25 | 8.75× | 13.96× | ||
| Q3 25 | 3.98× | — | ||
| Q2 25 | 3.00× | — | ||
| Q1 25 | 4.51× | — | ||
| Q4 24 | 3.63× | 29.43× | ||
| Q3 24 | 3.11× | — | ||
| Q2 24 | 3.69× | — | ||
| Q1 24 | 2.69× | -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
MET
| Other | $165.0M | 28% |
| Prepaidlegalplansandadministrativeonlycontracts | $158.0M | 26% |
| Vision Fee For Service Arrangements | $140.0M | 23% |
| Administrative Service | $76.0M | 13% |
| Distribution Service | $36.0M | 6% |
| Feebasedinvestmentmanagementservices | $25.0M | 4% |
RIG
| Ultra Deepwater Floaters | $433.0M | 42% |
| BR | $236.0M | 23% |
| Other Geographical | $211.0M | 20% |
| Harsh Environment Floaters | $163.0M | 16% |
