vs
国民油井华高（NOV）与瑞思迈（RMD）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瑞思迈的1.4倍（$2.1B vs $1.4B），瑞思迈净利率更高（27.6% vs 1.0%，领先26.6%），瑞思迈同比增速更快（11.0% vs -9.9%），瑞思迈自由现金流更多（$311.2M vs $51.0M），过去两年瑞思迈的营收复合增速更高（9.0% 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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业，主打可接入云端的呼吸类医疗设备，用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病，新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
NOV vs RMD — 直观对比
营收规模更大
NOV
是对方的1.4倍
$1.4B
营收增速更快
RMD
高出20.9%
-9.9%
净利率更高
RMD
高出26.6%
1.0%
自由现金流更多
RMD
多$260.2M
$51.0M
两年增速更快
RMD
近两年复合增速
-3.8%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $1.4B |
| 净利润 | $20.0M | $392.6M |
| 毛利率 | 18.5% | 61.8% |
| 营业利润率 | 2.3% | 34.6% |
| 净利率 | 1.0% | 27.6% |
| 营收同比 | -9.9% | 11.0% |
| 净利润同比 | -73.0% | 13.9% |
| 每股收益（稀释后） | $0.05 | $2.68 |
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NOVRMD
| 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 | $1.3B | ||
| Q3 24 | $2.2B | $1.2B | ||
| Q2 24 | $2.2B | $1.2B |
净利润NOVRMD
| Q1 26 | $20.0M | — | ||
| Q4 25 | $-78.0M | $392.6M | ||
| Q3 25 | $42.0M | $348.5M | ||
| Q2 25 | $108.0M | $379.7M | ||
| Q1 25 | $73.0M | $365.0M | ||
| Q4 24 | $160.0M | $344.6M | ||
| Q3 24 | $130.0M | $311.4M | ||
| Q2 24 | $226.0M | $292.2M |
毛利率NOVRMD
| Q1 26 | 18.5% | — | ||
| Q4 25 | 20.3% | 61.8% | ||
| Q3 25 | 18.9% | 61.5% | ||
| Q2 25 | 20.4% | 60.8% | ||
| Q1 25 | 21.3% | 59.3% | ||
| Q4 24 | 21.4% | 58.6% | ||
| Q3 24 | 21.4% | 58.6% | ||
| Q2 24 | 26.6% | 58.5% |
营业利润率NOVRMD
| Q1 26 | 2.3% | — | ||
| Q4 25 | 4.0% | 34.6% | ||
| Q3 25 | 4.9% | 33.4% | ||
| Q2 25 | 6.5% | 33.7% | ||
| Q1 25 | 7.2% | 33.0% | ||
| Q4 24 | 9.0% | 32.5% | ||
| Q3 24 | 8.9% | 31.6% | ||
| Q2 24 | 14.1% | 31.2% |
净利率NOVRMD
| Q1 26 | 1.0% | — | ||
| Q4 25 | -3.4% | 27.6% | ||
| Q3 25 | 1.9% | 26.1% | ||
| Q2 25 | 4.9% | 28.2% | ||
| Q1 25 | 3.5% | 28.3% | ||
| Q4 24 | 6.9% | 26.9% | ||
| Q3 24 | 5.9% | 25.4% | ||
| Q2 24 | 10.2% | 23.9% |
每股收益（稀释后）NOVRMD
| Q1 26 | $0.05 | — | ||
| Q4 25 | $-0.20 | $2.68 | ||
| Q3 25 | $0.11 | $2.37 | ||
| Q2 25 | $0.29 | $2.58 | ||
| Q1 25 | $0.19 | $2.48 | ||
| Q4 24 | $0.40 | $2.34 | ||
| Q3 24 | $0.33 | $2.11 | ||
| Q2 24 | $0.57 | $1.97 |
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 | $1.4B |
| 总债务越低越好 | $1.7B | $403.9M |
| 股东权益账面价值 | — | $6.3B |
| 总资产 | $11.1B | $8.5B |
| 负债/权益比越低杠杆越低 | — | 0.06× |
8季度趋势，按日历期对齐
现金及短期投资NOVRMD
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.6B | $1.4B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $1.2B | $932.7M | ||
| Q4 24 | $1.2B | $521.9M | ||
| Q3 24 | $985.0M | $426.4M | ||
| Q2 24 | $827.0M | $238.4M |
总债务NOVRMD
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $403.9M | ||
| Q3 25 | $1.7B | $408.7M | ||
| Q2 25 | $1.7B | $658.4M | ||
| Q1 25 | $1.7B | $663.1M | ||
| Q4 24 | $1.7B | $662.9M | ||
| Q3 24 | $1.7B | $667.6M | ||
| Q2 24 | $1.7B | $697.3M |
股东权益NOVRMD
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $6.3B | ||
| Q3 25 | $6.5B | $6.1B | ||
| Q2 25 | $6.5B | $6.0B | ||
| Q1 25 | $6.4B | $5.5B | ||
| Q4 24 | $6.4B | $5.3B | ||
| Q3 24 | $6.5B | $5.2B | ||
| Q2 24 | $6.4B | $4.9B |
总资产NOVRMD
| Q1 26 | $11.1B | — | ||
| Q4 25 | $11.3B | $8.5B | ||
| Q3 25 | $11.3B | $8.3B | ||
| Q2 25 | $11.4B | $8.2B | ||
| Q1 25 | $11.3B | $7.6B | ||
| Q4 24 | $11.4B | $7.1B | ||
| Q3 24 | $11.4B | $7.2B | ||
| Q2 24 | $11.3B | $6.9B |
负债/权益比NOVRMD
| Q1 26 | — | — | ||
| Q4 25 | 0.27× | 0.06× | ||
| Q3 25 | 0.27× | 0.07× | ||
| Q2 25 | 0.27× | 0.11× | ||
| Q1 25 | 0.27× | 0.12× | ||
| Q4 24 | 0.27× | 0.13× | ||
| Q3 24 | 0.27× | 0.13× | ||
| Q2 24 | 0.27× | 0.14× |
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 | — | $339.7M |
| 自由现金流经营现金流 - 资本支出 | $51.0M | $311.2M |
| 自由现金流率自由现金流/营收 | 2.5% | 21.9% |
| 资本支出强度资本支出/营收 | — | 2.0% |
| 现金转化率经营现金流/净利润 | — | 0.87× |
| 过去12个月自由现金流最近4个季度 | $876.0M | $1.8B |
8季度趋势，按日历期对齐
经营现金流NOVRMD
| Q1 26 | — | — | ||
| Q4 25 | $573.0M | $339.7M | ||
| Q3 25 | $352.0M | $457.3M | ||
| Q2 25 | $191.0M | $538.8M | ||
| Q1 25 | $135.0M | $578.7M | ||
| Q4 24 | $591.0M | $308.6M | ||
| Q3 24 | $359.0M | $325.5M | ||
| Q2 24 | $432.0M | $440.1M |
自由现金流NOVRMD
| Q1 26 | $51.0M | — | ||
| Q4 25 | $472.0M | $311.2M | ||
| Q3 25 | $245.0M | $414.4M | ||
| Q2 25 | $108.0M | $508.2M | ||
| Q1 25 | $51.0M | $557.9M | ||
| Q4 24 | $473.0M | $288.0M | ||
| Q3 24 | $277.0M | $307.7M | ||
| Q2 24 | $350.0M | $415.2M |
自由现金流率NOVRMD
| Q1 26 | 2.5% | — | ||
| Q4 25 | 20.7% | 21.9% | ||
| Q3 25 | 11.3% | 31.0% | ||
| Q2 25 | 4.9% | 37.7% | ||
| Q1 25 | 2.4% | 43.2% | ||
| Q4 24 | 20.5% | 22.5% | ||
| Q3 24 | 12.6% | 25.1% | ||
| Q2 24 | 15.8% | 33.9% |
资本支出强度NOVRMD
| Q1 26 | — | — | ||
| Q4 25 | 4.4% | 2.0% | ||
| Q3 25 | 4.9% | 3.2% | ||
| Q2 25 | 3.8% | 2.3% | ||
| Q1 25 | 4.0% | 1.6% | ||
| Q4 24 | 5.1% | 1.6% | ||
| Q3 24 | 3.7% | 1.5% | ||
| Q2 24 | 3.7% | 2.0% |
现金转化率NOVRMD
| Q1 26 | — | — | ||
| Q4 25 | — | 0.87× | ||
| Q3 25 | 8.38× | 1.31× | ||
| Q2 25 | 1.77× | 1.42× | ||
| Q1 25 | 1.85× | 1.59× | ||
| Q4 24 | 3.69× | 0.90× | ||
| Q3 24 | 2.76× | 1.05× | ||
| Q2 24 | 1.91× | 1.51× |
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% |
RMD
| Sleep And Breathing Health | $1.3B | 88% |
| Residential Care Software | $166.9M | 12% |
