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NABORS INDUSTRIES LTD（NBR）与Rithm Capital Corp.（RITM）财务数据对比。点击上方公司名可切换其他公司
Rithm Capital Corp.的季度营收约是NABORS INDUSTRIES LTD的1.1倍（$828.2M vs $783.5M），Rithm Capital Corp.净利率更高（13.2% vs 0.5%，领先12.7%），Rithm Capital Corp.同比增速更快（508.5% vs -1.8%），过去两年NABORS INDUSTRIES LTD的营收复合增速更高（3.3% vs -17.9%）
纳博斯工业有限公司是总部位于美国得克萨斯州休斯顿的全球油气钻井承包商，在行业内拥有领先规模。公司目前运营着全球第二大的陆地钻井平台船队，总计超过250座钻井平台在全球20个国家开展作业，是油气勘探开发领域重要的服务提供商。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
NBR vs RITM — 直观对比
营收规模更大
RITM
是对方的1.1倍
$783.5M
营收增速更快
RITM
高出510.2%
-1.8%
净利率更高
RITM
高出12.7%
0.5%
两年增速更快
NBR
近两年复合增速
-17.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $783.5M | $828.2M |
| 净利润 | $4.3M | $109.5M |
| 毛利率 | — | — |
| 营业利润率 | — | 29.9% |
| 净利率 | 0.5% | 13.2% |
| 营收同比 | -1.8% | 508.5% |
| 净利润同比 | -74.9% | 27.7% |
| 每股收益（稀释后） | $2.18 | $0.12 |
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NBRRITM
| Q1 26 | $783.5M | $828.2M | ||
| Q4 25 | $797.5M | $1.5B | ||
| Q3 25 | $818.2M | $1.1B | ||
| Q2 25 | $832.8M | $1.2B | ||
| Q1 25 | $736.2M | $768.4M | ||
| Q4 24 | $729.8M | $2.1B | ||
| Q3 24 | $731.8M | $619.5M | ||
| Q2 24 | $734.8M | $1.2B |
净利润NBRRITM
| Q1 26 | $4.3M | $109.5M | ||
| Q4 25 | $10.3M | $85.0M | ||
| Q3 25 | $274.2M | $221.5M | ||
| Q2 25 | $-30.9M | $311.7M | ||
| Q1 25 | $33.0M | $78.8M | ||
| Q4 24 | $-53.7M | $290.2M | ||
| Q3 24 | $-55.8M | $121.7M | ||
| Q2 24 | $-32.3M | $235.6M |
毛利率NBRRITM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 41.0% | — | ||
| Q2 24 | 40.1% | — |
营业利润率NBRRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 27.4% | 13.8% | ||
| Q3 25 | 15.6% | 21.4% | ||
| Q2 25 | 8.8% | 25.2% | ||
| Q1 25 | 7.0% | 7.4% | ||
| Q4 24 | 26.0% | 23.8% | ||
| Q3 24 | 14.5% | 7.3% | ||
| Q2 24 | 7.9% | 23.6% |
净利率NBRRITM
| Q1 26 | 0.5% | 13.2% | ||
| Q4 25 | 1.3% | 5.7% | ||
| Q3 25 | 33.5% | 20.0% | ||
| Q2 25 | -3.7% | 25.6% | ||
| Q1 25 | 4.5% | 10.3% | ||
| Q4 24 | -7.4% | 14.0% | ||
| Q3 24 | -7.6% | 19.7% | ||
| Q2 24 | -4.4% | 19.2% |
每股收益（稀释后）NBRRITM
| Q1 26 | $2.18 | $0.12 | ||
| Q4 25 | $1.07 | $0.09 | ||
| Q3 25 | $16.85 | $0.35 | ||
| Q2 25 | $-2.71 | $0.53 | ||
| Q1 25 | $2.18 | $0.07 | ||
| Q4 24 | $-6.68 | $0.50 | ||
| Q3 24 | $-6.86 | $0.20 | ||
| Q2 24 | $-4.29 | $0.43 |
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 | $500.9M | — |
| 总债务越低越好 | $2.1B | — |
| 股东权益账面价值 | $952.4M | $9.1B |
| 总资产 | $4.4B | $53.4B |
| 负债/权益比越低杠杆越低 | 2.22× | — |
8季度趋势，按日历期对齐
现金及短期投资NBRRITM
| Q1 26 | $500.9M | — | ||
| Q4 25 | $940.7M | $1.8B | ||
| Q3 25 | $428.1M | $1.6B | ||
| Q2 25 | $387.4M | $1.6B | ||
| Q1 25 | $404.1M | $1.5B | ||
| Q4 24 | $397.3M | $1.5B | ||
| Q3 24 | $459.3M | $1.6B | ||
| Q2 24 | $473.6M | $1.2B |
总债务NBRRITM
| Q1 26 | $2.1B | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | — | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益NBRRITM
| Q1 26 | $952.4M | $9.1B | ||
| Q4 25 | $590.7M | $8.4B | ||
| Q3 25 | $579.8M | $8.5B | ||
| Q2 25 | $308.0M | $7.9B | ||
| Q1 25 | $342.7M | $7.8B | ||
| Q4 24 | $135.0M | $7.8B | ||
| Q3 24 | $191.4M | $7.7B | ||
| Q2 24 | $250.4M | $7.3B |
总资产NBRRITM
| Q1 26 | $4.4B | $53.4B | ||
| Q4 25 | $4.8B | $53.1B | ||
| Q3 25 | $4.8B | $47.2B | ||
| Q2 25 | $5.0B | $44.3B | ||
| Q1 25 | $5.0B | $45.3B | ||
| Q4 24 | $4.5B | $46.0B | ||
| Q3 24 | $4.6B | $42.3B | ||
| Q2 24 | $4.6B | $42.0B |
负债/权益比NBRRITM
| Q1 26 | 2.22× | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | — | 4.10× |
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 | $113.3M | — |
| 自由现金流经营现金流 - 资本支出 | $131.8M | — |
| 自由现金流率自由现金流/营收 | 16.8% | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 26.59× | — |
| 过去12个月自由现金流最近4个季度 | $186.3M | — |
8季度趋势，按日历期对齐
经营现金流NBRRITM
| Q1 26 | $113.3M | — | ||
| Q4 25 | $245.8M | $-114.6M | ||
| Q3 25 | $207.9M | $-2.0B | ||
| Q2 25 | $151.8M | $-557.1M | ||
| Q1 25 | $87.7M | $1.4B | ||
| Q4 24 | $148.9M | $-1.8B | ||
| Q3 24 | $143.6M | $768.1M | ||
| Q2 24 | $181.7M | $-55.7M |
自由现金流NBRRITM
| Q1 26 | $131.8M | — | ||
| Q4 25 | $83.8M | — | ||
| Q3 25 | $-2.1M | — | ||
| Q2 25 | $-27.1M | — | ||
| Q1 25 | $-77.2M | — | ||
| Q4 24 | $-59.1M | — | ||
| Q3 24 | $15.7M | — | ||
| Q2 24 | $54.3M | — |
自由现金流率NBRRITM
| Q1 26 | 16.8% | — | ||
| Q4 25 | 10.5% | — | ||
| Q3 25 | -0.3% | — | ||
| Q2 25 | -3.3% | — | ||
| Q1 25 | -10.5% | — | ||
| Q4 24 | -8.1% | — | ||
| Q3 24 | 2.2% | — | ||
| Q2 24 | 7.4% | — |
资本支出强度NBRRITM
| Q1 26 | — | — | ||
| Q4 25 | 20.3% | — | ||
| Q3 25 | 25.7% | — | ||
| Q2 25 | 21.5% | — | ||
| Q1 25 | 22.4% | — | ||
| Q4 24 | 28.5% | — | ||
| Q3 24 | 17.5% | — | ||
| Q2 24 | 17.3% | — |
现金转化率NBRRITM
| Q1 26 | 26.59× | — | ||
| Q4 25 | 23.76× | -1.35× | ||
| Q3 25 | 0.76× | -9.22× | ||
| Q2 25 | — | -1.79× | ||
| Q1 25 | 2.66× | 18.03× | ||
| Q4 24 | — | -6.04× | ||
| Q3 24 | — | 6.31× | ||
| Q2 24 | — | -0.24× |
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
NBR
| International Drilling | $419.5M | 54% |
| U.S. Drilling | $241.1M | 31% |
| Drilling Solutions | $106.2M | 14% |
| Rig Technologies (1) | $27.2M | 3% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
