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国民油井华高（NOV）与Rocket Companies, Inc.（RKT）财务数据对比。点击上方公司名可切换其他公司
Rocket Companies, Inc.的季度营收约是国民油井华高的1.3倍（$2.7B vs $2.1B），Rocket Companies, Inc.净利率更高（2.5% vs 1.0%，领先1.6%），Rocket Companies, Inc.同比增速更快（52.2% vs -9.9%），国民油井华高自由现金流更多（$51.0M vs $-1.3B），过去两年Rocket Companies, Inc.的营收复合增速更高（39.5% 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。
Rocket Companies, Inc.是美国金融科技及住房服务企业，由丹·吉尔伯特创立，总部位于密歇根州底特律市中心。公司依托旗舰子公司Rocket Mortgage跻身美国最大抵押贷款提供商行列，旗下还拥有Redfin、Forsalebyowner.com、Rocket Money等子品牌。
NOV vs RKT — 直观对比
营收规模更大
RKT
是对方的1.3倍
$2.1B
营收增速更快
RKT
高出62.0%
-9.9%
净利率更高
RKT
高出1.6%
1.0%
自由现金流更多
NOV
多$1.3B
$-1.3B
两年增速更快
RKT
近两年复合增速
-3.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $2.7B |
| 净利润 | $20.0M | $68.0M |
| 毛利率 | 18.5% | — |
| 营业利润率 | 2.3% | 6.3% |
| 净利率 | 1.0% | 2.5% |
| 营收同比 | -9.9% | 52.2% |
| 净利润同比 | -73.0% | 100.8% |
| 每股收益（稀释后） | $0.05 | $0.10 |
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NOVRKT
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.3B | $2.7B | ||
| Q3 25 | $2.2B | $1.6B | ||
| Q2 25 | $2.2B | $1.4B | ||
| Q1 25 | $2.1B | $1.0B | ||
| Q4 24 | $2.3B | $1.8B | ||
| Q3 24 | $2.2B | $646.9M | ||
| Q2 24 | $2.2B | $1.3B |
净利润NOVRKT
| Q1 26 | $20.0M | — | ||
| Q4 25 | $-78.0M | $68.0M | ||
| Q3 25 | $42.0M | $-123.9M | ||
| Q2 25 | $108.0M | $-1.8M | ||
| Q1 25 | $73.0M | $-10.4M | ||
| Q4 24 | $160.0M | $33.9M | ||
| Q3 24 | $130.0M | $-22.0M | ||
| Q2 24 | $226.0M | $1.3M |
毛利率NOVRKT
| Q1 26 | 18.5% | — | ||
| Q4 25 | 20.3% | — | ||
| Q3 25 | 18.9% | — | ||
| Q2 25 | 20.4% | — | ||
| Q1 25 | 21.3% | — | ||
| Q4 24 | 21.4% | 58.9% | ||
| Q3 24 | 21.4% | -8.4% | ||
| Q2 24 | 26.6% | 47.4% |
营业利润率NOVRKT
| Q1 26 | 2.3% | — | ||
| Q4 25 | 4.0% | 6.3% | ||
| Q3 25 | 4.9% | -11.5% | ||
| Q2 25 | 6.5% | 1.8% | ||
| Q1 25 | 7.2% | -21.5% | ||
| Q4 24 | 9.0% | 38.1% | ||
| Q3 24 | 8.9% | -76.9% | ||
| Q2 24 | 14.1% | 14.8% |
净利率NOVRKT
| Q1 26 | 1.0% | — | ||
| Q4 25 | -3.4% | 2.5% | ||
| Q3 25 | 1.9% | -7.7% | ||
| Q2 25 | 4.9% | -0.1% | ||
| Q1 25 | 3.5% | -1.0% | ||
| Q4 24 | 6.9% | 1.9% | ||
| Q3 24 | 5.9% | -3.4% | ||
| Q2 24 | 10.2% | 0.1% |
每股收益（稀释后）NOVRKT
| Q1 26 | $0.05 | — | ||
| Q4 25 | $-0.20 | $0.10 | ||
| Q3 25 | $0.11 | $-0.06 | ||
| Q2 25 | $0.29 | $-0.01 | ||
| Q1 25 | $0.19 | $-0.08 | ||
| Q4 24 | $0.40 | $0.28 | ||
| Q3 24 | $0.33 | $-0.19 | ||
| Q2 24 | $0.57 | $0.01 |
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 | $2.7B |
| 总债务越低越好 | $1.7B | — |
| 股东权益账面价值 | — | $22.9B |
| 总资产 | $11.1B | $60.7B |
| 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NOVRKT
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.6B | $2.7B | ||
| Q3 25 | $1.2B | $5.8B | ||
| Q2 25 | $1.1B | $5.1B | ||
| Q1 25 | $1.2B | $1.4B | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $985.0M | $1.2B | ||
| Q2 24 | $827.0M | $1.3B |
总债务NOVRKT
| 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NOVRKT
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $22.9B | ||
| Q3 25 | $6.5B | $8.9B | ||
| Q2 25 | $6.5B | $7.4B | ||
| Q1 25 | $6.4B | $8.6B | ||
| Q4 24 | $6.4B | $9.0B | ||
| Q3 24 | $6.5B | $8.4B | ||
| Q2 24 | $6.4B | $8.8B |
总资产NOVRKT
| Q1 26 | $11.1B | — | ||
| Q4 25 | $11.3B | $60.7B | ||
| Q3 25 | $11.3B | $33.6B | ||
| Q2 25 | $11.4B | $30.4B | ||
| Q1 25 | $11.3B | $25.3B | ||
| Q4 24 | $11.4B | $24.5B | ||
| Q3 24 | $11.4B | $25.1B | ||
| Q2 24 | $11.3B | $23.6B |
负债/权益比NOVRKT
| 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 | — | $-1.2B |
| 自由现金流经营现金流 - 资本支出 | $51.0M | $-1.3B |
| 自由现金流率自由现金流/营收 | 2.5% | -47.2% |
| 资本支出强度资本支出/营收 | — | 1.5% |
| 现金转化率经营现金流/净利润 | — | -18.08× |
| 过去12个月自由现金流最近4个季度 | $876.0M | $-4.0B |
8季度趋势，按日历期对齐
经营现金流NOVRKT
| Q1 26 | — | — | ||
| Q4 25 | $573.0M | $-1.2B | ||
| Q3 25 | $352.0M | $-50.3M | ||
| Q2 25 | $191.0M | $-1.9B | ||
| Q1 25 | $135.0M | $-797.0M | ||
| Q4 24 | $591.0M | $1.8B | ||
| Q3 24 | $359.0M | $-1.3B | ||
| Q2 24 | $432.0M | $-122.3M |
自由现金流NOVRKT
| Q1 26 | $51.0M | — | ||
| Q4 25 | $472.0M | $-1.3B | ||
| Q3 25 | $245.0M | $-71.8M | ||
| Q2 25 | $108.0M | $-1.9B | ||
| Q1 25 | $51.0M | $-811.0M | ||
| Q4 24 | $473.0M | $1.8B | ||
| Q3 24 | $277.0M | $-1.4B | ||
| Q2 24 | $350.0M | $-138.3M |
自由现金流率NOVRKT
| Q1 26 | 2.5% | — | ||
| Q4 25 | 20.7% | -47.2% | ||
| Q3 25 | 11.3% | -4.5% | ||
| Q2 25 | 4.9% | -137.2% | ||
| Q1 25 | 2.4% | -78.2% | ||
| Q4 24 | 20.5% | 103.1% | ||
| Q3 24 | 12.6% | -209.6% | ||
| Q2 24 | 15.8% | -10.6% |
资本支出强度NOVRKT
| Q1 26 | — | — | ||
| Q4 25 | 4.4% | 1.5% | ||
| Q3 25 | 4.9% | 1.3% | ||
| Q2 25 | 3.8% | 1.1% | ||
| Q1 25 | 4.0% | 1.4% | ||
| Q4 24 | 5.1% | 1.1% | ||
| Q3 24 | 3.7% | 2.9% | ||
| Q2 24 | 3.7% | 1.2% |
现金转化率NOVRKT
| Q1 26 | — | — | ||
| Q4 25 | — | -18.08× | ||
| Q3 25 | 8.38× | — | ||
| Q2 25 | 1.77× | — | ||
| Q1 25 | 1.85× | — | ||
| Q4 24 | 3.69× | 54.42× | ||
| Q3 24 | 2.76× | — | ||
| Q2 24 | 1.91× | -94.46× |
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% |
RKT
| Other | $1.4B | 51% |
| Direct To Customer Segment | $945.8M | 35% |
| Partner Network Segment | $216.7M | 8% |
| Subscription Revenue | $91.3M | 3% |
| Closing Fees | $47.1M | 2% |
| Appraisal Revenue | $10.7M | 0% |
