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National Energy Services Reunited Corp.（NESR）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
National Energy Services Reunited Corp.的季度营收约是ROGERS CORP的1.5倍（$295.3M vs $200.5M），National Energy Services Reunited Corp.净利率更高（6.0% vs 2.2%，领先3.8%），ROGERS CORP同比增速更快（5.2% vs -12.2%），ROGERS CORP自由现金流更多（$1.1M vs $-34.1M）
National Energy Services Reunited Corp.是一家领先的综合油田服务供应商，为油气上游运营商提供钻井建设、完井、生产运营及干预作业等全系列解决方案，核心市场覆盖中东、北非及东亚地区，服务各国国家石油公司及国际能源客户。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
NESR vs ROG — 直观对比
营收规模更大
NESR
是对方的1.5倍
$200.5M
营收增速更快
ROG
高出17.4%
-12.2%
净利率更高
NESR
高出3.8%
2.2%
自由现金流更多
ROG
多$35.2M
$-34.1M
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $295.3M | $200.5M |
| 净利润 | $17.7M | $4.5M |
| 毛利率 | 12.0% | 32.2% |
| 营业利润率 | 6.6% | — |
| 净利率 | 6.0% | 2.2% |
| 营收同比 | -12.2% | 5.2% |
| 净利润同比 | -14.0% | 421.4% |
| 每股收益（稀释后） | $0.18 | $0.25 |
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NESRROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | — | $201.5M | ||
| Q3 25 | $295.3M | $216.0M | ||
| Q2 25 | $327.4M | $202.8M | ||
| Q1 25 | $303.1M | $190.5M | ||
| Q4 24 | — | $192.2M | ||
| Q3 24 | $336.2M | $210.3M | ||
| Q2 24 | $325.0M | $214.2M |
净利润NESRROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | — | $4.6M | ||
| Q3 25 | $17.7M | $8.6M | ||
| Q2 25 | $15.2M | $-73.6M | ||
| Q1 25 | $10.4M | $-1.4M | ||
| Q4 24 | — | $-500.0K | ||
| Q3 24 | $20.6M | $10.7M | ||
| Q2 24 | $18.9M | $8.1M |
毛利率NESRROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | 12.0% | 33.5% | ||
| Q2 25 | 13.4% | 31.6% | ||
| Q1 25 | 12.4% | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | 15.9% | 35.2% | ||
| Q2 24 | 16.4% | 34.1% |
营业利润率NESRROG
| Q1 26 | — | — | ||
| Q4 25 | — | 3.5% | ||
| Q3 25 | 6.6% | 7.3% | ||
| Q2 25 | 8.3% | -33.3% | ||
| Q1 25 | 6.9% | -0.2% | ||
| Q4 24 | — | -6.6% | ||
| Q3 24 | 10.5% | 6.9% | ||
| Q2 24 | 10.5% | 5.3% |
净利率NESRROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | 6.0% | 4.0% | ||
| Q2 25 | 4.6% | -36.3% | ||
| Q1 25 | 3.4% | -0.7% | ||
| Q4 24 | — | -0.3% | ||
| Q3 24 | 6.1% | 5.1% | ||
| Q2 24 | 5.8% | 3.8% |
每股收益（稀释后）NESRROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | — | $0.20 | ||
| Q3 25 | $0.18 | $0.48 | ||
| Q2 25 | $0.16 | $-4.00 | ||
| Q1 25 | $0.11 | $-0.08 | ||
| Q4 24 | — | $-0.04 | ||
| Q3 24 | $0.22 | $0.58 | ||
| Q2 24 | $0.20 | $0.44 |
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 | $69.7M | $195.8M |
| 总债务越低越好 | $274.1M | — |
| 股东权益账面价值 | $956.7M | $1.2B |
| 总资产 | $1.8B | $1.4B |
| 负债/权益比越低杠杆越低 | 0.29× | — |
8季度趋势，按日历期对齐
现金及短期投资NESRROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | — | $197.0M | ||
| Q3 25 | $69.7M | $167.8M | ||
| Q2 25 | $131.8M | $157.2M | ||
| Q1 25 | $78.7M | $175.6M | ||
| Q4 24 | — | $159.8M | ||
| Q3 24 | $118.2M | $146.4M | ||
| Q2 24 | $75.0M | $119.9M |
总债务NESRROG
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $274.1M | — | ||
| Q2 25 | $291.7M | — | ||
| Q1 25 | $309.2M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $358.7M | — | ||
| Q2 24 | $376.7M | — |
股东权益NESRROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | $956.7M | $1.2B | ||
| Q2 25 | $936.9M | $1.2B | ||
| Q1 25 | $920.5M | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | $873.5M | $1.3B | ||
| Q2 24 | $851.4M | $1.3B |
总资产NESRROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | — | $1.4B | ||
| Q3 25 | $1.8B | $1.4B | ||
| Q2 25 | $1.8B | $1.5B | ||
| Q1 25 | $1.8B | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | $1.8B | $1.5B | ||
| Q2 24 | $1.8B | $1.5B |
负债/权益比NESRROG
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.29× | — | ||
| Q2 25 | 0.31× | — | ||
| Q1 25 | 0.34× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.41× | — | ||
| Q2 24 | 0.44× | — |
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 | $6.7M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $-34.1M | $1.1M |
| 自由现金流率自由现金流/营收 | -11.5% | 0.5% |
| 资本支出强度资本支出/营收 | 13.8% | 2.3% |
| 现金转化率经营现金流/净利润 | 0.38× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $68.5M | $70.1M |
8季度趋势，按日历期对齐
经营现金流NESRROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | — | $46.9M | ||
| Q3 25 | $6.7M | $28.9M | ||
| Q2 25 | $98.5M | $13.7M | ||
| Q1 25 | $20.5M | $11.7M | ||
| Q4 24 | — | $33.7M | ||
| Q3 24 | $70.8M | $42.4M | ||
| Q2 24 | — | $22.9M |
自由现金流NESRROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | — | $42.2M | ||
| Q3 25 | $-34.1M | $21.2M | ||
| Q2 25 | $68.7M | $5.6M | ||
| Q1 25 | $-9.6M | $2.1M | ||
| Q4 24 | — | $18.3M | ||
| Q3 24 | $43.4M | $25.2M | ||
| Q2 24 | — | $8.8M |
自由现金流率NESRROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | 20.9% | ||
| Q3 25 | -11.5% | 9.8% | ||
| Q2 25 | 21.0% | 2.8% | ||
| Q1 25 | -3.2% | 1.1% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | 12.9% | 12.0% | ||
| Q2 24 | — | 4.1% |
资本支出强度NESRROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | 13.8% | 3.6% | ||
| Q2 25 | 9.1% | 4.0% | ||
| Q1 25 | 9.9% | 5.0% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | 8.1% | 8.2% | ||
| Q2 24 | — | 6.6% |
现金转化率NESRROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | 0.38× | 3.36× | ||
| Q2 25 | 6.48× | — | ||
| Q1 25 | 1.97× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.43× | 3.96× | ||
| Q2 24 | — | 2.83× |
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
NESR
| Production Services | $174.4M | 59% |
| Drilling And Evaluation Services | $120.9M | 41% |
ROG
暂无分部数据
