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国民油井华高（NOV）与Public Storage（PSA）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Public Storage的1.7倍（$2.1B vs $1.2B），Public Storage净利率更高（41.7% vs 1.0%，领先40.7%），Public Storage同比增速更快（3.3% vs -9.9%），过去两年Public Storage的营收复合增速更高（2.5% 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。
Public Storage总部位于美国加利福尼亚州格伦代尔，是主营自助仓储业务的房地产投资信托，也是美国最大的自助仓储服务品牌，持有美国约9%的自助仓储面积。截至2024年12月31日，公司运营3073处自助仓储设施，总可出租净面积达2.21亿平方英尺。
NOV vs PSA — 直观对比
营收规模更大
NOV
是对方的1.7倍
$1.2B
营收增速更快
PSA
高出13.1%
-9.9%
净利率更高
PSA
高出40.7%
1.0%
两年增速更快
PSA
近两年复合增速
-3.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $1.2B |
| 净利润 | $20.0M | $507.1M |
| 毛利率 | 18.5% | — |
| 营业利润率 | 2.3% | 40.7% |
| 净利率 | 1.0% | 41.7% |
| 营收同比 | -9.9% | 3.3% |
| 净利润同比 | -73.0% | -17.5% |
| 每股收益（稀释后） | $0.05 | $2.59 |
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NOVPSA
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.3B | $1.2B | ||
| Q3 25 | $2.2B | $1.2B | ||
| Q2 25 | $2.2B | $1.2B | ||
| Q1 25 | $2.1B | $1.2B | ||
| Q4 24 | $2.3B | $1.2B | ||
| Q3 24 | $2.2B | $1.2B | ||
| Q2 24 | $2.2B | $1.2B |
净利润NOVPSA
| Q1 26 | $20.0M | — | ||
| Q4 25 | $-78.0M | $507.1M | ||
| Q3 25 | $42.0M | $511.1M | ||
| Q2 25 | $108.0M | $358.4M | ||
| Q1 25 | $73.0M | $407.8M | ||
| Q4 24 | $160.0M | $614.6M | ||
| Q3 24 | $130.0M | $430.3M | ||
| Q2 24 | $226.0M | $518.1M |
毛利率NOVPSA
| 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% | — | ||
| Q2 24 | 26.6% | — |
营业利润率NOVPSA
| Q1 26 | 2.3% | — | ||
| Q4 25 | 4.0% | 40.7% | ||
| Q3 25 | 4.9% | 42.3% | ||
| Q2 25 | 6.5% | 30.4% | ||
| Q1 25 | 7.2% | 34.8% | ||
| Q4 24 | 9.0% | 52.4% | ||
| Q3 24 | 8.9% | 36.7% | ||
| Q2 24 | 14.1% | 44.6% |
净利率NOVPSA
| Q1 26 | 1.0% | — | ||
| Q4 25 | -3.4% | 41.7% | ||
| Q3 25 | 1.9% | 41.8% | ||
| Q2 25 | 4.9% | 29.8% | ||
| Q1 25 | 3.5% | 34.5% | ||
| Q4 24 | 6.9% | 52.2% | ||
| Q3 24 | 5.9% | 36.2% | ||
| Q2 24 | 10.2% | 44.2% |
每股收益（稀释后）NOVPSA
| Q1 26 | $0.05 | — | ||
| Q4 25 | $-0.20 | $2.59 | ||
| Q3 25 | $0.11 | $2.62 | ||
| Q2 25 | $0.29 | $1.76 | ||
| Q1 25 | $0.19 | $2.04 | ||
| Q4 24 | $0.40 | $3.22 | ||
| Q3 24 | $0.33 | $2.16 | ||
| Q2 24 | $0.57 | $2.66 |
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 | $318.1M |
| 总债务越低越好 | $1.7B | $10.3B |
| 股东权益账面价值 | — | $9.2B |
| 总资产 | $11.1B | $20.2B |
| 负债/权益比越低杠杆越低 | — | 1.11× |
8季度趋势，按日历期对齐
现金及短期投资NOVPSA
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.6B | $318.1M | ||
| Q3 25 | $1.2B | $296.5M | ||
| Q2 25 | $1.1B | $1.1B | ||
| Q1 25 | $1.2B | $287.2M | ||
| Q4 24 | $1.2B | $447.4M | ||
| Q3 24 | $985.0M | $599.0M | ||
| Q2 24 | $827.0M | $542.3M |
总债务NOVPSA
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $10.3B | ||
| Q3 25 | $1.7B | $10.0B | ||
| Q2 25 | $1.7B | $10.4B | ||
| Q1 25 | $1.7B | $9.4B | ||
| Q4 24 | $1.7B | $9.4B | ||
| Q3 24 | $1.7B | $9.5B | ||
| Q2 24 | $1.7B | $9.4B |
股东权益NOVPSA
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $9.2B | ||
| Q3 25 | $6.5B | $9.3B | ||
| Q2 25 | $6.5B | $9.4B | ||
| Q1 25 | $6.4B | $9.6B | ||
| Q4 24 | $6.4B | $9.7B | ||
| Q3 24 | $6.5B | $9.6B | ||
| Q2 24 | $6.4B | $9.7B |
总资产NOVPSA
| Q1 26 | $11.1B | — | ||
| Q4 25 | $11.3B | $20.2B | ||
| Q3 25 | $11.3B | $20.1B | ||
| Q2 25 | $11.4B | $20.5B | ||
| Q1 25 | $11.3B | $19.6B | ||
| Q4 24 | $11.4B | $19.8B | ||
| Q3 24 | $11.4B | $19.8B | ||
| Q2 24 | $11.3B | $19.8B |
负债/权益比NOVPSA
| Q1 26 | — | — | ||
| Q4 25 | 0.27× | 1.11× | ||
| Q3 25 | 0.27× | 1.08× | ||
| Q2 25 | 0.27× | 1.11× | ||
| Q1 25 | 0.27× | 0.99× | ||
| Q4 24 | 0.27× | 0.96× | ||
| Q3 24 | 0.27× | 0.99× | ||
| Q2 24 | 0.27× | 0.97× |
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 | — | $733.6M |
| 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 | — | 1.45× |
| 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NOVPSA
| Q1 26 | — | — | ||
| Q4 25 | $573.0M | $733.6M | ||
| Q3 25 | $352.0M | $875.1M | ||
| Q2 25 | $191.0M | $872.7M | ||
| Q1 25 | $135.0M | $705.1M | ||
| Q4 24 | $591.0M | $768.6M | ||
| Q3 24 | $359.0M | $798.8M | ||
| Q2 24 | $432.0M | $895.3M |
自由现金流NOVPSA
| 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NOVPSA
| 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NOVPSA
| 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NOVPSA
| Q1 26 | — | — | ||
| Q4 25 | — | 1.45× | ||
| Q3 25 | 8.38× | 1.71× | ||
| Q2 25 | 1.77× | 2.43× | ||
| Q1 25 | 1.85× | 1.73× | ||
| Q4 24 | 3.69× | 1.25× | ||
| Q3 24 | 2.76× | 1.86× | ||
| Q2 24 | 1.91× | 1.73× |
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% |
PSA
| Self Storage Operations | $1.1B | 93% |
| Ancillary Operations | $86.9M | 7% |
