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National Energy Services Reunited Corp.（NESR）与Stitch Fix, Inc.（SFIX）财务数据对比。点击上方公司名可切换其他公司
Stitch Fix, Inc.的季度营收约是National Energy Services Reunited Corp.的1.2倍（$342.1M vs $295.3M），National Energy Services Reunited Corp.净利率更高（6.0% vs -1.9%，领先7.9%），Stitch Fix, Inc.同比增速更快（7.3% vs -12.2%），Stitch Fix, Inc.自由现金流更多（$5.6M 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。
Stitch Fix是美国的在线个人造型服务平台，依托推荐算法与数据科学技术，根据顾客的身形尺寸、预算和风格偏好推送个性化服饰单品。该公司创立于2011年，2017年完成首次公开募股，目前总部位于旧金山。
NESR vs SFIX — 直观对比
营收规模更大
SFIX
是对方的1.2倍
$295.3M
营收增速更快
SFIX
高出19.5%
-12.2%
净利率更高
NESR
高出7.9%
-1.9%
自由现金流更多
SFIX
多$39.6M
$-34.1M
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $295.3M | $342.1M |
| 净利润 | $17.7M | $-6.4M |
| 毛利率 | 12.0% | 43.6% |
| 营业利润率 | 6.6% | -2.5% |
| 净利率 | 6.0% | -1.9% |
| 营收同比 | -12.2% | 7.3% |
| 净利润同比 | -14.0% | -1.7% |
| 每股收益（稀释后） | $0.18 | $-0.05 |
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NESRSFIX
| Q4 25 | — | $342.1M | ||
| Q3 25 | $295.3M | $311.2M | ||
| Q2 25 | $327.4M | $325.0M | ||
| Q1 25 | $303.1M | $312.1M | ||
| Q4 24 | — | $318.8M | ||
| Q3 24 | $336.2M | $319.6M | ||
| Q2 24 | $325.0M | $322.7M | ||
| Q1 24 | — | $330.4M |
净利润NESRSFIX
| Q4 25 | — | $-6.4M | ||
| Q3 25 | $17.7M | $-8.6M | ||
| Q2 25 | $15.2M | $-7.4M | ||
| Q1 25 | $10.4M | $-6.5M | ||
| Q4 24 | — | $-6.3M | ||
| Q3 24 | $20.6M | $-36.5M | ||
| Q2 24 | $18.9M | $-21.3M | ||
| Q1 24 | — | $-35.5M |
毛利率NESRSFIX
| Q4 25 | — | 43.6% | ||
| Q3 25 | 12.0% | 43.6% | ||
| Q2 25 | 13.4% | 44.2% | ||
| Q1 25 | 12.4% | 44.5% | ||
| Q4 24 | — | 45.4% | ||
| Q3 24 | 15.9% | 44.6% | ||
| Q2 24 | 16.4% | 45.5% | ||
| Q1 24 | — | 43.4% |
营业利润率NESRSFIX
| Q4 25 | — | -2.5% | ||
| Q3 25 | 6.6% | -3.6% | ||
| Q2 25 | 8.3% | -3.0% | ||
| Q1 25 | 6.9% | -2.9% | ||
| Q4 24 | — | -2.8% | ||
| Q3 24 | 10.5% | -13.1% | ||
| Q2 24 | 10.5% | -7.7% | ||
| Q1 24 | — | -11.5% |
净利率NESRSFIX
| Q4 25 | — | -1.9% | ||
| Q3 25 | 6.0% | -2.8% | ||
| Q2 25 | 4.6% | -2.3% | ||
| Q1 25 | 3.4% | -2.1% | ||
| Q4 24 | — | -2.0% | ||
| Q3 24 | 6.1% | -11.4% | ||
| Q2 24 | 5.8% | -6.6% | ||
| Q1 24 | — | -10.8% |
每股收益（稀释后）NESRSFIX
| Q4 25 | — | $-0.05 | ||
| Q3 25 | $0.18 | $-0.06 | ||
| Q2 25 | $0.16 | $-0.06 | ||
| Q1 25 | $0.11 | $-0.05 | ||
| Q4 24 | — | $-0.05 | ||
| Q3 24 | $0.22 | $-0.29 | ||
| Q2 24 | $0.20 | $-0.18 | ||
| Q1 24 | — | $-0.30 |
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 | $244.2M |
| 总债务越低越好 | $274.1M | — |
| 股东权益账面价值 | $956.7M | $204.1M |
| 总资产 | $1.8B | $530.7M |
| 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NESRSFIX
| Q4 25 | — | $244.2M | ||
| Q3 25 | $69.7M | $234.9M | ||
| Q2 25 | $131.8M | $234.2M | ||
| Q1 25 | $78.7M | $219.1M | ||
| Q4 24 | — | $253.3M | ||
| Q3 24 | $118.2M | $247.0M | ||
| Q2 24 | $75.0M | $244.5M | ||
| Q1 24 | — | $229.8M |
总债务NESRSFIX
| Q4 25 | — | — | ||
| Q3 25 | $274.1M | — | ||
| Q2 25 | $291.7M | — | ||
| Q1 25 | $309.2M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $358.7M | — | ||
| Q2 24 | $376.7M | — | ||
| Q1 24 | — | — |
股东权益NESRSFIX
| Q4 25 | — | $204.1M | ||
| Q3 25 | $956.7M | $203.0M | ||
| Q2 25 | $936.9M | $200.4M | ||
| Q1 25 | $920.5M | $197.8M | ||
| Q4 24 | — | $190.5M | ||
| Q3 24 | $873.5M | $187.0M | ||
| Q2 24 | $851.4M | $208.9M | ||
| Q1 24 | — | $213.3M |
总资产NESRSFIX
| Q4 25 | — | $530.7M | ||
| Q3 25 | $1.8B | $480.6M | ||
| Q2 25 | $1.8B | $484.7M | ||
| Q1 25 | $1.8B | $472.6M | ||
| Q4 24 | — | $507.1M | ||
| Q3 24 | $1.8B | $486.9M | ||
| Q2 24 | $1.8B | $537.0M | ||
| Q1 24 | — | $538.3M |
负债/权益比NESRSFIX
| Q4 25 | — | — | ||
| Q3 25 | 0.29× | — | ||
| Q2 25 | 0.31× | — | ||
| Q1 25 | 0.34× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.41× | — | ||
| Q2 24 | 0.44× | — | ||
| Q1 24 | — | — |
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 | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $-34.1M | $5.6M |
| 自由现金流率自由现金流/营收 | -11.5% | 1.6% |
| 资本支出强度资本支出/营收 | 13.8% | 1.6% |
| 现金转化率经营现金流/净利润 | 0.38× | — |
| 过去12个月自由现金流最近4个季度 | $68.5M | $4.9M |
8季度趋势，按日历期对齐
经营现金流NESRSFIX
| Q4 25 | — | $10.9M | ||
| Q3 25 | $6.7M | $7.0M | ||
| Q2 25 | $98.5M | $20.5M | ||
| Q1 25 | $20.5M | $-16.2M | ||
| Q4 24 | — | $14.3M | ||
| Q3 24 | $70.8M | $8.2M | ||
| Q2 24 | — | $21.7M | ||
| Q1 24 | — | $-22.3M |
自由现金流NESRSFIX
| Q4 25 | — | $5.6M | ||
| Q3 25 | $-34.1M | $2.8M | ||
| Q2 25 | $68.7M | $16.0M | ||
| Q1 25 | $-9.6M | $-19.4M | ||
| Q4 24 | — | $9.9M | ||
| Q3 24 | $43.4M | $4.5M | ||
| Q2 24 | — | $18.9M | ||
| Q1 24 | — | $-26.1M |
自由现金流率NESRSFIX
| Q4 25 | — | 1.6% | ||
| Q3 25 | -11.5% | 0.9% | ||
| Q2 25 | 21.0% | 4.9% | ||
| Q1 25 | -3.2% | -6.2% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | 12.9% | 1.4% | ||
| Q2 24 | — | 5.9% | ||
| Q1 24 | — | -7.9% |
资本支出强度NESRSFIX
| Q4 25 | — | 1.6% | ||
| Q3 25 | 13.8% | 1.4% | ||
| Q2 25 | 9.1% | 1.4% | ||
| Q1 25 | 9.9% | 1.0% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | 8.1% | 1.2% | ||
| Q2 24 | — | 0.9% | ||
| Q1 24 | — | 1.1% |
现金转化率NESRSFIX
| Q4 25 | — | — | ||
| Q3 25 | 0.38× | — | ||
| Q2 25 | 6.48× | — | ||
| Q1 25 | 1.97× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.43× | — | ||
| Q2 24 | — | — | ||
| Q1 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
NESR
| Production Services | $174.4M | 59% |
| Drilling And Evaluation Services | $120.9M | 41% |
SFIX
暂无分部数据
