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NORTHERN OIL & GAS, INC.(NOG)与思佳讯(SWKS)财务数据对比。点击上方公司名可切换其他公司
思佳讯的季度营收约是NORTHERN OIL & GAS, INC.的1.5倍($943.7M vs $610.2M),思佳讯净利率更高(3.8% vs -11.6%,领先15.4%),思佳讯同比增速更快(-1.0% vs -72.6%),过去两年NORTHERN OIL & GAS, INC.的营收复合增速更高(4.3% vs 2.1%)
Marathon Oil Corporation是一家美国油气勘探开发企业,核心业务涵盖油气资源的勘探、开采与运营,2024年11月被康菲石油收购,相关业务与资产已并入康菲石油体系。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业,公司股票在纳斯达克全球精选市场挂牌交易,股票代码为SWKS,同时也是标普500指数的成分股之一,在全球射频半导体领域拥有较高市场地位。
NOG vs SWKS — 直观对比
营收规模更大
SWKS
是对方的1.5倍
$610.2M
营收增速更快
SWKS
高出71.6%
-72.6%
净利率更高
SWKS
高出15.4%
-11.6%
两年增速更快
NOG
近两年复合增速
2.1%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $610.2M | $943.7M |
| 净利润 | $-70.7M | $35.6M |
| 毛利率 | — | 40.8% |
| 营业利润率 | — | 4.5% |
| 净利率 | -11.6% | 3.8% |
| 营收同比 | -72.6% | -1.0% |
| 净利润同比 | -198.7% | -48.2% |
| 每股收益(稀释后) | $-0.73 | $0.24 |
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
NOG
SWKS
| Q2 26 | — | $943.7M | ||
| Q1 26 | $610.2M | $1.0B | ||
| Q4 25 | $610.2M | $1.1B | ||
| Q3 25 | $556.6M | — | ||
| Q2 25 | $706.8M | $965.0M | ||
| Q1 25 | $602.1M | $953.2M | ||
| Q4 24 | $515.0M | $1.1B | ||
| Q3 24 | $753.6M | $1.0B |
净利润
NOG
SWKS
| Q2 26 | — | $35.6M | ||
| Q1 26 | $-70.7M | $79.2M | ||
| Q4 25 | $-70.7M | $141.4M | ||
| Q3 25 | $-129.1M | — | ||
| Q2 25 | $99.6M | $105.0M | ||
| Q1 25 | $139.0M | $68.7M | ||
| Q4 24 | $71.7M | $162.0M | ||
| Q3 24 | $298.4M | $60.5M |
毛利率
NOG
SWKS
| Q2 26 | — | 40.8% | ||
| Q1 26 | — | 41.3% | ||
| Q4 25 | 80.4% | 40.7% | ||
| Q3 25 | 78.7% | — | ||
| Q2 25 | 82.8% | 41.6% | ||
| Q1 25 | 81.1% | 41.1% | ||
| Q4 24 | 77.4% | 41.4% | ||
| Q3 24 | 85.8% | 41.9% |
营业利润率
NOG
SWKS
| Q2 26 | — | 4.5% | ||
| Q1 26 | — | 10.0% | ||
| Q4 25 | -5.5% | 10.1% | ||
| Q3 25 | -22.6% | — | ||
| Q2 25 | 24.9% | 11.5% | ||
| Q1 25 | 38.1% | 10.2% | ||
| Q4 24 | 25.8% | 16.9% | ||
| Q3 24 | 57.6% | 5.8% |
净利率
NOG
SWKS
| Q2 26 | — | 3.8% | ||
| Q1 26 | -11.6% | 7.6% | ||
| Q4 25 | -11.6% | 12.9% | ||
| Q3 25 | -23.2% | — | ||
| Q2 25 | 14.1% | 10.9% | ||
| Q1 25 | 23.1% | 7.2% | ||
| Q4 24 | 13.9% | 15.2% | ||
| Q3 24 | 39.6% | 5.9% |
每股收益(稀释后)
NOG
SWKS
| Q2 26 | — | $0.24 | ||
| Q1 26 | $-0.73 | $0.53 | ||
| Q4 25 | $-0.67 | $0.95 | ||
| Q3 25 | $-1.33 | — | ||
| Q2 25 | $1.00 | $0.70 | ||
| Q1 25 | $1.39 | $0.43 | ||
| Q4 24 | $0.71 | $1.00 | ||
| Q3 24 | $2.96 | $0.36 |
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 | $14.3M | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1B | $5.8B |
| 总资产 | $5.4B | $7.9B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
NOG
SWKS
| Q2 26 | — | — | ||
| Q1 26 | $14.3M | $1.6B | ||
| Q4 25 | $14.3M | $1.4B | ||
| Q3 25 | $31.6M | — | ||
| Q2 25 | $25.9M | $1.3B | ||
| Q1 25 | $33.6M | $1.5B | ||
| Q4 24 | $8.9M | $1.7B | ||
| Q3 24 | $34.4M | $1.6B |
总债务
NOG
SWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $496.6M | ||
| Q4 25 | $2.4B | $496.4M | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.4B | $496.2M | ||
| Q1 25 | $2.3B | $995.1M | ||
| Q4 24 | $2.4B | $994.7M | ||
| Q3 24 | $2.0B | $994.3M |
股东权益
NOG
SWKS
| Q2 26 | — | $5.8B | ||
| Q1 26 | $2.1B | $5.8B | ||
| Q4 25 | $2.1B | $5.8B | ||
| Q3 25 | $2.2B | — | ||
| Q2 25 | $2.4B | $5.7B | ||
| Q1 25 | $2.4B | $5.9B | ||
| Q4 24 | $2.3B | $6.4B | ||
| Q3 24 | $2.3B | $6.3B |
总资产
NOG
SWKS
| Q2 26 | — | $7.9B | ||
| Q1 26 | $5.4B | $7.9B | ||
| Q4 25 | $5.4B | $7.9B | ||
| Q3 25 | $5.5B | — | ||
| Q2 25 | $5.7B | $7.7B | ||
| Q1 25 | $5.7B | $7.9B | ||
| Q4 24 | $5.6B | $8.3B | ||
| Q3 24 | $5.1B | $8.3B |
负债/权益比
NOG
SWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 0.09× | ||
| Q4 25 | 1.13× | 0.09× | ||
| Q3 25 | 1.05× | — | ||
| Q2 25 | 0.98× | 0.09× | ||
| Q1 25 | 0.96× | 0.17× | ||
| Q4 24 | 1.02× | 0.16× | ||
| Q3 24 | 0.84× | 0.16× |
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 | $312.6M | $50.3M |
| 自由现金流经营现金流 - 资本支出 | $43.2M | — |
| 自由现金流率自由现金流/营收 | 7.1% | — |
| 资本支出强度资本支出/营收 | 31.5% | 8.7% |
| 现金转化率经营现金流/净利润 | — | 1.41× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
NOG
SWKS
| Q2 26 | — | $50.3M | ||
| Q1 26 | $312.6M | $395.5M | ||
| Q4 25 | $312.6M | $200.0M | ||
| Q3 25 | $423.1M | — | ||
| Q2 25 | $362.1M | $314.2M | ||
| Q1 25 | $407.4M | $409.4M | ||
| Q4 24 | $290.3M | $377.2M | ||
| Q3 24 | $385.8M | $476.1M |
自由现金流
NOG
SWKS
| Q2 26 | — | — | ||
| Q1 26 | $43.2M | $339.0M | ||
| Q4 25 | — | $144.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $252.7M | ||
| Q1 25 | — | $370.9M | ||
| Q4 24 | — | $338.2M | ||
| Q3 24 | — | $393.3M |
自由现金流率
NOG
SWKS
| Q2 26 | — | — | ||
| Q1 26 | 7.1% | 32.7% | ||
| Q4 25 | — | 13.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 26.2% | ||
| Q1 25 | — | 38.9% | ||
| Q4 24 | — | 31.7% | ||
| Q3 24 | — | 38.4% |
资本支出强度
NOG
SWKS
| Q2 26 | — | 8.7% | ||
| Q1 26 | 31.5% | 5.5% | ||
| Q4 25 | — | 5.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 6.4% | ||
| Q1 25 | — | 4.0% | ||
| Q4 24 | — | 3.6% | ||
| Q3 24 | — | 8.1% |
现金转化率
NOG
SWKS
| Q2 26 | — | 1.41× | ||
| Q1 26 | — | 4.99× | ||
| Q4 25 | — | 1.41× | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.64× | 2.99× | ||
| Q1 25 | 2.93× | 5.96× | ||
| Q4 24 | 4.05× | 2.33× | ||
| Q3 24 | 1.29× | 7.87× |
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
NOG
| Oil and Gas Sales | $447.7M | 73% |
| Gain on Commodity Derivatives, Net | $159.3M | 26% |
| Other Revenue | $3.1M | 1% |
SWKS
暂无分部数据