vs
国民油井华高（NOV）与百利高（PRGO）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百利高的1.8倍（$2.1B vs $1.1B），国民油井华高净利率更高（1.0% vs -127.8%，领先128.8%），百利高同比增速更快（-2.5% vs -9.9%），百利高自由现金流更多（$148.6M vs $51.0M），过去两年百利高的营收复合增速更高（1.3% 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。
百利高（Perrigo）是一家注册于爱尔兰的非处方仿制药生产商，主打自有品牌OTC药品业务。公司70%的净销售额来自美国医疗市场，为优化税务布局将法定总部设在爱尔兰，该地区销售额仅占总营收的0.6%，2013年曾完成美国历史上第六大企业税收倒置交易。
NOV vs PRGO — 直观对比
营收规模更大
NOV
是对方的1.8倍
$1.1B
营收增速更快
PRGO
高出7.4%
-9.9%
净利率更高
NOV
高出128.8%
-127.8%
自由现金流更多
PRGO
多$97.6M
$51.0M
两年增速更快
PRGO
近两年复合增速
-3.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $1.1B |
| 净利润 | $20.0M | $-1.4B |
| 毛利率 | 18.5% | 32.6% |
| 营业利润率 | 2.3% | -116.0% |
| 净利率 | 1.0% | -127.8% |
| 营收同比 | -9.9% | -2.5% |
| 净利润同比 | -73.0% | -3093.9% |
| 每股收益（稀释后） | $0.05 | $-10.23 |
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NOVPRGO
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.3B | $1.1B | ||
| Q3 25 | $2.2B | $1.0B | ||
| Q2 25 | $2.2B | $1.1B | ||
| Q1 25 | $2.1B | $1.0B | ||
| Q4 24 | $2.3B | $1.1B | ||
| Q3 24 | $2.2B | $1.1B | ||
| Q2 24 | $2.2B | $1.1B |
净利润NOVPRGO
| Q1 26 | $20.0M | — | ||
| Q4 25 | $-78.0M | $-1.4B | ||
| Q3 25 | $42.0M | $7.5M | ||
| Q2 25 | $108.0M | $-8.4M | ||
| Q1 25 | $73.0M | $-6.4M | ||
| Q4 24 | $160.0M | $-44.4M | ||
| Q3 24 | $130.0M | $-21.0M | ||
| Q2 24 | $226.0M | $-108.4M |
毛利率NOVPRGO
| Q1 26 | 18.5% | — | ||
| Q4 25 | 20.3% | 32.6% | ||
| Q3 25 | 18.9% | 36.1% | ||
| Q2 25 | 20.4% | 34.4% | ||
| Q1 25 | 21.3% | 37.6% | ||
| Q4 24 | 21.4% | 33.9% | ||
| Q3 24 | 21.4% | 37.2% | ||
| Q2 24 | 26.6% | 37.0% |
营业利润率NOVPRGO
| Q1 26 | 2.3% | — | ||
| Q4 25 | 4.0% | -116.0% | ||
| Q3 25 | 4.9% | 7.0% | ||
| Q2 25 | 6.5% | 4.3% | ||
| Q1 25 | 7.2% | 4.5% | ||
| Q4 24 | 9.0% | 10.0% | ||
| Q3 24 | 8.9% | 7.4% | ||
| Q2 24 | 14.1% | -2.5% |
净利率NOVPRGO
| Q1 26 | 1.0% | — | ||
| Q4 25 | -3.4% | -127.8% | ||
| Q3 25 | 1.9% | 0.7% | ||
| Q2 25 | 4.9% | -0.8% | ||
| Q1 25 | 3.5% | -0.6% | ||
| Q4 24 | 6.9% | -3.9% | ||
| Q3 24 | 5.9% | -1.9% | ||
| Q2 24 | 10.2% | -10.2% |
每股收益（稀释后）NOVPRGO
| Q1 26 | $0.05 | — | ||
| Q4 25 | $-0.20 | $-10.23 | ||
| Q3 25 | $0.11 | $0.05 | ||
| Q2 25 | $0.29 | $-0.06 | ||
| Q1 25 | $0.19 | $-0.05 | ||
| Q4 24 | $0.40 | $-0.32 | ||
| Q3 24 | $0.33 | $-0.15 | ||
| Q2 24 | $0.57 | $-0.79 |
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 | — |
| 总债务越低越好 | $1.7B | — |
| 股东权益账面价值 | — | $2.9B |
| 总资产 | $11.1B | $8.5B |
| 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NOVPRGO
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.2B | $432.1M | ||
| Q2 25 | $1.1B | $454.2M | ||
| Q1 25 | $1.2B | $409.9M | ||
| Q4 24 | $1.2B | $558.8M | ||
| Q3 24 | $985.0M | $1.5B | ||
| Q2 24 | $827.0M | $542.8M |
总债务NOVPRGO
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.7B | — |
股东权益NOVPRGO
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $2.9B | ||
| Q3 25 | $6.5B | $4.4B | ||
| Q2 25 | $6.5B | $4.5B | ||
| Q1 25 | $6.4B | $4.4B | ||
| Q4 24 | $6.4B | $4.3B | ||
| Q3 24 | $6.5B | $4.6B | ||
| Q2 24 | $6.4B | $4.5B |
总资产NOVPRGO
| Q1 26 | $11.1B | — | ||
| Q4 25 | $11.3B | $8.5B | ||
| Q3 25 | $11.3B | $10.1B | ||
| Q2 25 | $11.4B | $10.1B | ||
| Q1 25 | $11.3B | $9.8B | ||
| Q4 24 | $11.4B | $9.6B | ||
| Q3 24 | $11.4B | $11.2B | ||
| Q2 24 | $11.3B | $10.4B |
负债/权益比NOVPRGO
| Q1 26 | — | — | ||
| Q4 25 | 0.27× | — | ||
| Q3 25 | 0.27× | — | ||
| Q2 25 | 0.27× | — | ||
| Q1 25 | 0.27× | — | ||
| Q4 24 | 0.27× | — | ||
| 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 | — | $175.4M |
| 自由现金流经营现金流 - 资本支出 | $51.0M | $148.6M |
| 自由现金流率自由现金流/营收 | 2.5% | 13.4% |
| 资本支出强度资本支出/营收 | — | 2.4% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $876.0M | $145.1M |
8季度趋势，按日历期对齐
经营现金流NOVPRGO
| Q1 26 | — | — | ||
| Q4 25 | $573.0M | $175.4M | ||
| Q3 25 | $352.0M | $51.7M | ||
| Q2 25 | $191.0M | $75.9M | ||
| Q1 25 | $135.0M | $-64.5M | ||
| Q4 24 | $591.0M | $312.6M | ||
| Q3 24 | $359.0M | $42.2M | ||
| Q2 24 | $432.0M | $9.5M |
自由现金流NOVPRGO
| Q1 26 | $51.0M | — | ||
| Q4 25 | $472.0M | $148.6M | ||
| Q3 25 | $245.0M | $29.8M | ||
| Q2 25 | $108.0M | $56.7M | ||
| Q1 25 | $51.0M | $-90.0M | ||
| Q4 24 | $473.0M | $274.9M | ||
| Q3 24 | $277.0M | $15.1M | ||
| Q2 24 | $350.0M | $-18.9M |
自由现金流率NOVPRGO
| Q1 26 | 2.5% | — | ||
| Q4 25 | 20.7% | 13.4% | ||
| Q3 25 | 11.3% | 2.9% | ||
| Q2 25 | 4.9% | 5.4% | ||
| Q1 25 | 2.4% | -8.6% | ||
| Q4 24 | 20.5% | 24.2% | ||
| Q3 24 | 12.6% | 1.4% | ||
| Q2 24 | 15.8% | -1.8% |
资本支出强度NOVPRGO
| Q1 26 | — | — | ||
| Q4 25 | 4.4% | 2.4% | ||
| Q3 25 | 4.9% | 2.1% | ||
| Q2 25 | 3.8% | 1.8% | ||
| Q1 25 | 4.0% | 2.4% | ||
| Q4 24 | 5.1% | 3.3% | ||
| Q3 24 | 3.7% | 2.5% | ||
| Q2 24 | 3.7% | 2.7% |
现金转化率NOVPRGO
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 8.38× | 6.89× | ||
| Q2 25 | 1.77× | — | ||
| Q1 25 | 1.85× | — | ||
| Q4 24 | 3.69× | — | ||
| Q3 24 | 2.76× | — | ||
| 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% |
PRGO
| Consumer Self Care Americas | $697.0M | 63% |
| Digestive Health | $123.9M | 11% |
| Nutrition | $108.3M | 10% |
| Healthy Lifestyle | $94.8M | 9% |
| Pain And Sleep Aids | $87.1M | 8% |
