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国民油井华高（NOV）与PACS Group, Inc.（PACS）财务数据对比。点击上方公司名可切换其他公司
国民油井华高的季度营收约是PACS Group, Inc.的1.5倍（$2.1B vs $1.4B），PACS Group, Inc.净利率更高（4.4% vs 1.0%，领先3.4%），PACS Group, Inc.同比增速更快（18.4% vs -9.9%），过去两年PACS Group, Inc.的营收复合增速更高（20.5% vs -3.8%）
NOV Inc.（前称国民油井华高）是总部位于美国得克萨斯州休斯顿的跨国企业，为上游油气行业提供钻探及生产作业所需的设备零部件、油田服务及供应链整合服务，在六大洲布局超500个运营点，下设能源设备、能源产品与服务两大业务板块。
NOV vs PACS — 直观对比
营收规模更大
NOV
是对方的1.5倍
$1.4B
营收增速更快
PACS
高出28.3%
-9.9%
净利率更高
PACS
高出3.4%
1.0%
两年增速更快
PACS
近两年复合增速
-3.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $1.4B |
| 净利润 | $20.0M | $59.7M |
| 毛利率 | 18.5% | — |
| 营业利润率 | 2.3% | 7.0% |
| 净利率 | 1.0% | 4.4% |
| 营收同比 | -9.9% | 18.4% |
| 净利润同比 | -73.0% | 3022.5% |
| 每股收益（稀释后） | $0.05 | $0.42 |
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NOVPACS
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.3B | $1.4B | ||
| Q3 25 | $2.2B | $1.3B | ||
| Q2 25 | $2.2B | $1.3B | ||
| Q1 25 | $2.1B | $1.3B | ||
| Q4 24 | $2.3B | $1.1B | ||
| Q3 24 | $2.2B | $1.0B | ||
| Q2 24 | $2.2B | $981.4M |
净利润NOVPACS
| Q1 26 | $20.0M | — | ||
| Q4 25 | $-78.0M | $59.7M | ||
| Q3 25 | $42.0M | $52.4M | ||
| Q2 25 | $108.0M | $51.0M | ||
| Q1 25 | $73.0M | $28.5M | ||
| Q4 24 | $160.0M | $1.9M | ||
| Q3 24 | $130.0M | $15.6M | ||
| Q2 24 | $226.0M | $-10.9M |
毛利率NOVPACS
| Q1 26 | 18.5% | — | ||
| Q4 25 | 20.3% | — | ||
| Q3 25 | 18.9% | — | ||
| Q2 25 | 20.4% | — | ||
| Q1 25 | 21.3% | — | ||
| Q4 24 | 21.4% | — | ||
| Q3 24 | 21.4% | 17.1% | ||
| Q2 24 | 26.6% | 22.3% |
营业利润率NOVPACS
| Q1 26 | 2.3% | — | ||
| Q4 25 | 4.0% | 7.0% | ||
| Q3 25 | 4.9% | 6.4% | ||
| Q2 25 | 6.5% | 6.2% | ||
| Q1 25 | 7.2% | 3.8% | ||
| Q4 24 | 9.0% | 1.7% | ||
| Q3 24 | 8.9% | 2.2% | ||
| Q2 24 | 14.1% | 0.1% |
净利率NOVPACS
| Q1 26 | 1.0% | — | ||
| Q4 25 | -3.4% | 4.4% | ||
| Q3 25 | 1.9% | 3.9% | ||
| Q2 25 | 4.9% | 3.9% | ||
| Q1 25 | 3.5% | 2.2% | ||
| Q4 24 | 6.9% | 0.2% | ||
| Q3 24 | 5.9% | 1.5% | ||
| Q2 24 | 10.2% | -1.1% |
每股收益（稀释后）NOVPACS
| Q1 26 | $0.05 | — | ||
| Q4 25 | $-0.20 | $0.42 | ||
| Q3 25 | $0.11 | $0.32 | ||
| Q2 25 | $0.29 | $0.31 | ||
| Q1 25 | $0.19 | $0.17 | ||
| Q4 24 | $0.40 | $-0.03 | ||
| Q3 24 | $0.33 | $0.10 | ||
| Q2 24 | $0.57 | $-0.07 |
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 | $1.3B | $197.0M |
| 总债务越低越好 | $1.7B | $353.2M |
| 股东权益账面价值 | — | $946.8M |
| 总资产 | $11.1B | $5.6B |
| 负债/权益比越低杠杆越低 | — | 0.37× |
8季度趋势，按日历期对齐
现金及短期投资NOVPACS
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.6B | $197.0M | ||
| Q3 25 | $1.2B | $355.7M | ||
| Q2 25 | $1.1B | $294.2M | ||
| Q1 25 | $1.2B | $287.5M | ||
| Q4 24 | $1.2B | $157.7M | ||
| Q3 24 | $985.0M | $49.5M | ||
| Q2 24 | $827.0M | $73.4M |
总债务NOVPACS
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $353.2M | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $1.7B | $411.9M | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.7B | — |
股东权益NOVPACS
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $946.8M | ||
| Q3 25 | $6.5B | $871.3M | ||
| Q2 25 | $6.5B | $806.8M | ||
| Q1 25 | $6.4B | $750.2M | ||
| Q4 24 | $6.4B | $709.6M | ||
| Q3 24 | $6.5B | $660.0M | ||
| Q2 24 | $6.4B | $572.1M |
总资产NOVPACS
| Q1 26 | $11.1B | — | ||
| Q4 25 | $11.3B | $5.6B | ||
| Q3 25 | $11.3B | $5.6B | ||
| Q2 25 | $11.4B | $5.5B | ||
| Q1 25 | $11.3B | $5.5B | ||
| Q4 24 | $11.4B | $5.2B | ||
| Q3 24 | $11.4B | $4.5B | ||
| Q2 24 | $11.3B | $3.9B |
负债/权益比NOVPACS
| Q1 26 | — | — | ||
| Q4 25 | 0.27× | 0.37× | ||
| Q3 25 | 0.27× | — | ||
| Q2 25 | 0.27× | — | ||
| Q1 25 | 0.27× | — | ||
| Q4 24 | 0.27× | 0.58× | ||
| Q3 24 | 0.27× | — | ||
| Q2 24 | 0.27× | — |
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 | — | $-3.4M |
| 自由现金流经营现金流 - 资本支出 | $51.0M | — |
| 自由现金流率自由现金流/营收 | 2.5% | — |
| 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 | — | -0.06× |
| 过去12个月自由现金流最近4个季度 | $876.0M | — |
8季度趋势，按日历期对齐
经营现金流NOVPACS
| Q1 26 | — | — | ||
| Q4 25 | $573.0M | $-3.4M | ||
| Q3 25 | $352.0M | $204.8M | ||
| Q2 25 | $191.0M | $52.6M | ||
| Q1 25 | $135.0M | $150.2M | ||
| Q4 24 | $591.0M | $64.6M | ||
| Q3 24 | $359.0M | $209.2M | ||
| Q2 24 | $432.0M | $34.8M |
自由现金流NOVPACS
| Q1 26 | $51.0M | — | ||
| Q4 25 | $472.0M | — | ||
| Q3 25 | $245.0M | — | ||
| Q2 25 | $108.0M | — | ||
| Q1 25 | $51.0M | — | ||
| Q4 24 | $473.0M | — | ||
| Q3 24 | $277.0M | — | ||
| Q2 24 | $350.0M | — |
自由现金流率NOVPACS
| Q1 26 | 2.5% | — | ||
| Q4 25 | 20.7% | — | ||
| Q3 25 | 11.3% | — | ||
| Q2 25 | 4.9% | — | ||
| Q1 25 | 2.4% | — | ||
| Q4 24 | 20.5% | — | ||
| Q3 24 | 12.6% | — | ||
| Q2 24 | 15.8% | — |
资本支出强度NOVPACS
| Q1 26 | — | — | ||
| Q4 25 | 4.4% | — | ||
| Q3 25 | 4.9% | — | ||
| Q2 25 | 3.8% | — | ||
| Q1 25 | 4.0% | — | ||
| Q4 24 | 5.1% | — | ||
| Q3 24 | 3.7% | — | ||
| Q2 24 | 3.7% | — |
现金转化率NOVPACS
| Q1 26 | — | — | ||
| Q4 25 | — | -0.06× | ||
| Q3 25 | 8.38× | 3.91× | ||
| Q2 25 | 1.77× | 1.03× | ||
| Q1 25 | 1.85× | 5.28× | ||
| Q4 24 | 3.69× | 33.78× | ||
| Q3 24 | 2.76× | 13.39× | ||
| Q2 24 | 1.91× | — |
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
NOV
| Energy Equipment | $1.2B | 58% |
| Energy Products and Services | $897.0M | 44% |
PACS
暂无分部数据
