vs
Match Group（MTCH）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Match Group的1.2倍（$1.0B vs $878.0M），Match Group净利率更高（23.9% vs 2.4%，领先21.5%），越洋钻探同比增速更快（9.6% vs 2.1%），越洋钻探自由现金流更多（$321.0M vs $308.1M），过去两年越洋钻探的营收复合增速更高（16.9% vs 1.1%）
美国互联网科技企业Match Group总部位于得克萨斯州达拉斯，旗下拥有全球规模最大的在线约会服务品牌矩阵，运营Tinder、Hinge、Plenty of Fish等多款全球知名约会产品。2020年7月公司从IAC分拆为独立上市公司，截至2019年全球付费订阅用户达930万，其中近半数来自北美地区。
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。
MTCH vs RIG — 直观对比
营收规模更大
RIG
是对方的1.2倍
$878.0M
营收增速更快
RIG
高出7.5%
2.1%
净利率更高
MTCH
高出21.5%
2.4%
自由现金流更多
RIG
多$12.9M
$308.1M
两年增速更快
RIG
近两年复合增速
1.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $878.0M | $1.0B |
| 净利润 | $209.7M | $25.0M |
| 毛利率 | 74.7% | 42.0% |
| 营业利润率 | 32.4% | 23.0% |
| 净利率 | 23.9% | 2.4% |
| 营收同比 | 2.1% | 9.6% |
| 净利润同比 | 32.5% | 257.1% |
| 每股收益（稀释后） | $0.83 | $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MTCHRIG
| Q4 25 | $878.0M | $1.0B | ||
| Q3 25 | $914.3M | $1.0B | ||
| Q2 25 | $863.7M | $988.0M | ||
| Q1 25 | $831.2M | $906.0M | ||
| Q4 24 | $860.2M | $952.0M | ||
| Q3 24 | $895.5M | $948.0M | ||
| Q2 24 | $864.1M | $861.0M | ||
| Q1 24 | $859.6M | $763.0M |
净利润MTCHRIG
| Q4 25 | $209.7M | $25.0M | ||
| Q3 25 | $160.8M | $-1.9B | ||
| Q2 25 | $125.5M | $-938.0M | ||
| Q1 25 | $117.6M | $-79.0M | ||
| Q4 24 | $158.3M | $7.0M | ||
| Q3 24 | $136.5M | $-494.0M | ||
| Q2 24 | $133.3M | $-123.0M | ||
| Q1 24 | $123.2M | $98.0M |
毛利率MTCHRIG
| Q4 25 | 74.7% | 42.0% | ||
| Q3 25 | 73.0% | 43.2% | ||
| Q2 25 | 72.0% | 39.4% | ||
| Q1 25 | 71.5% | 31.8% | ||
| Q4 24 | 72.5% | 39.2% | ||
| Q3 24 | 71.7% | 40.6% | ||
| Q2 24 | 71.6% | 38.0% | ||
| Q1 24 | 70.1% | 31.5% |
营业利润率MTCHRIG
| Q4 25 | 32.4% | 23.0% | ||
| Q3 25 | 24.2% | -163.1% | ||
| Q2 25 | 22.5% | -97.6% | ||
| Q1 25 | 20.8% | 7.1% | ||
| Q4 24 | 26.0% | 13.7% | ||
| Q3 24 | 23.5% | -51.2% | ||
| Q2 24 | 23.7% | -6.9% | ||
| Q1 24 | 21.5% | -0.4% |
净利率MTCHRIG
| Q4 25 | 23.9% | 2.4% | ||
| Q3 25 | 17.6% | -187.1% | ||
| Q2 25 | 14.5% | -94.9% | ||
| Q1 25 | 14.1% | -8.7% | ||
| Q4 24 | 18.4% | 0.7% | ||
| Q3 24 | 15.2% | -52.1% | ||
| Q2 24 | 15.4% | -14.3% | ||
| Q1 24 | 14.3% | 12.8% |
每股收益（稀释后）MTCHRIG
| Q4 25 | $0.83 | $0.13 | ||
| Q3 25 | $0.62 | $-2.00 | ||
| Q2 25 | $0.49 | $-1.06 | ||
| Q1 25 | $0.44 | $-0.11 | ||
| Q4 24 | $0.59 | $-0.14 | ||
| Q3 24 | $0.51 | $-0.58 | ||
| Q2 24 | $0.48 | $-0.15 | ||
| Q1 24 | $0.44 | $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 | $3.5B | $5.2B |
| 股东权益账面价值 | $-253.5M | $8.1B |
| 总资产 | $4.5B | $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MTCHRIG
| Q4 25 | $1.0B | $620.0M | ||
| Q3 25 | $1.1B | $833.0M | ||
| Q2 25 | $340.4M | $377.0M | ||
| Q1 25 | $414.2M | $263.0M | ||
| Q4 24 | $970.7M | $560.0M | ||
| Q3 24 | $860.9M | $435.0M | ||
| Q2 24 | $843.6M | $475.0M | ||
| Q1 24 | $920.9M | $446.0M |
总债务MTCHRIG
| Q4 25 | $3.5B | $5.2B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $5.9B | ||
| Q1 25 | $3.4B | $5.9B | ||
| Q4 24 | $3.8B | $6.2B | ||
| Q3 24 | $3.8B | $6.5B | ||
| Q2 24 | $3.8B | $6.8B | ||
| Q1 24 | $3.8B | $6.8B |
股东权益MTCHRIG
| Q4 25 | $-253.5M | $8.1B | ||
| Q3 25 | $-223.9M | $8.1B | ||
| Q2 25 | $-230.9M | $9.4B | ||
| Q1 25 | $-182.7M | $10.2B | ||
| Q4 24 | $-63.7M | $10.3B | ||
| Q3 24 | $-88.5M | $10.2B | ||
| Q2 24 | $-130.2M | $10.7B | ||
| Q1 24 | $-107.8M | $10.5B |
总资产MTCHRIG
| Q4 25 | $4.5B | $15.6B | ||
| Q3 25 | $4.5B | $16.2B | ||
| Q2 25 | $3.9B | $17.8B | ||
| Q1 25 | $3.9B | $19.0B | ||
| Q4 24 | $4.5B | $19.4B | ||
| Q3 24 | $4.4B | $19.5B | ||
| Q2 24 | $4.4B | $20.3B | ||
| Q1 24 | $4.4B | $19.9B |
负债/权益比MTCHRIG
| 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 | $322.8M | $349.0M |
| 自由现金流经营现金流 - 资本支出 | $308.1M | $321.0M |
| 自由现金流率自由现金流/营收 | 35.1% | 30.8% |
| 资本支出强度资本支出/营收 | 1.7% | 2.7% |
| 现金转化率经营现金流/净利润 | 1.54× | 13.96× |
| 过去12个月自由现金流最近4个季度 | $1.0B | $626.0M |
8季度趋势，按日历期对齐
经营现金流MTCHRIG
| Q4 25 | $322.8M | $349.0M | ||
| Q3 25 | $320.6M | $246.0M | ||
| Q2 25 | $243.8M | $128.0M | ||
| Q1 25 | $193.1M | $26.0M | ||
| Q4 24 | $254.7M | $206.0M | ||
| Q3 24 | $264.9M | $194.0M | ||
| Q2 24 | $129.0M | $133.0M | ||
| Q1 24 | $284.1M | $-86.0M |
自由现金流MTCHRIG
| Q4 25 | $308.1M | $321.0M | ||
| Q3 25 | $306.8M | $235.0M | ||
| Q2 25 | $231.0M | $104.0M | ||
| Q1 25 | $177.7M | $-34.0M | ||
| Q4 24 | $247.1M | $177.0M | ||
| Q3 24 | $251.8M | $136.0M | ||
| Q2 24 | $116.3M | $49.0M | ||
| Q1 24 | $266.9M | $-169.0M |
自由现金流率MTCHRIG
| Q4 25 | 35.1% | 30.8% | ||
| Q3 25 | 33.6% | 22.9% | ||
| Q2 25 | 26.7% | 10.5% | ||
| Q1 25 | 21.4% | -3.8% | ||
| Q4 24 | 28.7% | 18.6% | ||
| Q3 24 | 28.1% | 14.3% | ||
| Q2 24 | 13.5% | 5.7% | ||
| Q1 24 | 31.0% | -22.1% |
资本支出强度MTCHRIG
| Q4 25 | 1.7% | 2.7% | ||
| Q3 25 | 1.5% | 1.1% | ||
| Q2 25 | 1.5% | 2.4% | ||
| Q1 25 | 1.9% | 6.6% | ||
| Q4 24 | 0.9% | 3.0% | ||
| Q3 24 | 1.5% | 6.1% | ||
| Q2 24 | 1.5% | 9.8% | ||
| Q1 24 | 2.0% | 10.9% |
现金转化率MTCHRIG
| Q4 25 | 1.54× | 13.96× | ||
| Q3 25 | 1.99× | — | ||
| Q2 25 | 1.94× | — | ||
| Q1 25 | 1.64× | — | ||
| Q4 24 | 1.61× | 29.43× | ||
| Q3 24 | 1.94× | — | ||
| Q2 24 | 0.97× | — | ||
| Q1 24 | 2.31× | -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
MTCH
| Tinder Segment | $479.3M | 55% |
| Hinge Segment | $186.5M | 21% |
| Evergreen And Emerging Segment | $148.1M | 17% |
| MG Asia Segment | $65.8M | 7% |
RIG
| Ultra Deepwater Floaters | $433.0M | 42% |
| BR | $236.0M | 23% |
| Other Geographical | $211.0M | 20% |
| Harsh Environment Floaters | $163.0M | 16% |
