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国民油井华高（NOV）与ROKU, INC（ROKU）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ROKU, INC的1.5倍（$2.1B vs $1.4B），ROKU, INC净利率更高（5.8% vs 1.0%，领先4.8%），ROKU, INC同比增速更快（16.1% vs -9.9%），ROKU, INC自由现金流更多（$106.6M vs $51.0M），过去两年ROKU, INC的营收复合增速更高（25.8% 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。
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
NOV vs ROKU — 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
ROKU
高出26.0%
-9.9%
净利率更高
ROKU
高出4.8%
1.0%
自由现金流更多
ROKU
多$55.6M
$51.0M
两年增速更快
ROKU
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 | $80.5M |
| 毛利率 | 18.5% | 43.5% |
| 营业利润率 | 2.3% | 4.7% |
| 净利率 | 1.0% | 5.8% |
| 营收同比 | -9.9% | 16.1% |
| 净利润同比 | -73.0% | 326.4% |
| 每股收益（稀释后） | $0.05 | $0.55 |
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NOVROKU
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.3B | $1.4B | ||
| Q3 25 | $2.2B | $1.2B | ||
| Q2 25 | $2.2B | $1.1B | ||
| Q1 25 | $2.1B | $1.0B | ||
| Q4 24 | $2.3B | $1.2B | ||
| Q3 24 | $2.2B | $1.1B | ||
| Q2 24 | $2.2B | $968.2M |
净利润NOVROKU
| Q1 26 | $20.0M | — | ||
| Q4 25 | $-78.0M | $80.5M | ||
| Q3 25 | $42.0M | $24.8M | ||
| Q2 25 | $108.0M | $10.5M | ||
| Q1 25 | $73.0M | $-27.4M | ||
| Q4 24 | $160.0M | $-35.5M | ||
| Q3 24 | $130.0M | $-9.0M | ||
| Q2 24 | $226.0M | $-34.0M |
毛利率NOVROKU
| Q1 26 | 18.5% | — | ||
| Q4 25 | 20.3% | 43.5% | ||
| Q3 25 | 18.9% | 43.4% | ||
| Q2 25 | 20.4% | 44.8% | ||
| Q1 25 | 21.3% | 43.6% | ||
| Q4 24 | 21.4% | 42.7% | ||
| Q3 24 | 21.4% | 45.2% | ||
| Q2 24 | 26.6% | 43.9% |
营业利润率NOVROKU
| Q1 26 | 2.3% | — | ||
| Q4 25 | 4.0% | 4.7% | ||
| Q3 25 | 4.9% | 0.8% | ||
| Q2 25 | 6.5% | -2.1% | ||
| Q1 25 | 7.2% | -5.7% | ||
| Q4 24 | 9.0% | -3.3% | ||
| Q3 24 | 8.9% | -3.4% | ||
| Q2 24 | 14.1% | -7.4% |
净利率NOVROKU
| Q1 26 | 1.0% | — | ||
| Q4 25 | -3.4% | 5.8% | ||
| Q3 25 | 1.9% | 2.0% | ||
| Q2 25 | 4.9% | 0.9% | ||
| Q1 25 | 3.5% | -2.7% | ||
| Q4 24 | 6.9% | -3.0% | ||
| Q3 24 | 5.9% | -0.9% | ||
| Q2 24 | 10.2% | -3.5% |
每股收益（稀释后）NOVROKU
| Q1 26 | $0.05 | — | ||
| Q4 25 | $-0.20 | $0.55 | ||
| Q3 25 | $0.11 | $0.16 | ||
| Q2 25 | $0.29 | $0.07 | ||
| Q1 25 | $0.19 | $-0.19 | ||
| Q4 24 | $0.40 | $-0.24 | ||
| Q3 24 | $0.33 | $-0.06 | ||
| Q2 24 | $0.57 | $-0.24 |
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 | $2.3B |
| 总债务越低越好 | $1.7B | — |
| 股东权益账面价值 | — | $2.7B |
| 总资产 | $11.1B | $4.4B |
| 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NOVROKU
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.6B | $2.3B | ||
| Q3 25 | $1.2B | $2.3B | ||
| Q2 25 | $1.1B | $2.3B | ||
| Q1 25 | $1.2B | $2.3B | ||
| Q4 24 | $1.2B | $2.2B | ||
| Q3 24 | $985.0M | $2.1B | ||
| Q2 24 | $827.0M | $2.1B |
总债务NOVROKU
| 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NOVROKU
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $2.7B | ||
| Q3 25 | $6.5B | $2.6B | ||
| Q2 25 | $6.5B | $2.6B | ||
| Q1 25 | $6.4B | $2.5B | ||
| Q4 24 | $6.4B | $2.5B | ||
| Q3 24 | $6.5B | $2.5B | ||
| Q2 24 | $6.4B | $2.4B |
总资产NOVROKU
| Q1 26 | $11.1B | — | ||
| Q4 25 | $11.3B | $4.4B | ||
| Q3 25 | $11.3B | $4.4B | ||
| Q2 25 | $11.4B | $4.3B | ||
| Q1 25 | $11.3B | $4.2B | ||
| Q4 24 | $11.4B | $4.3B | ||
| Q3 24 | $11.4B | $4.3B | ||
| Q2 24 | $11.3B | $4.1B |
负债/权益比NOVROKU
| 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 | — | $107.7M |
| 自由现金流经营现金流 - 资本支出 | $51.0M | $106.6M |
| 自由现金流率自由现金流/营收 | 2.5% | 7.6% |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 现金转化率经营现金流/净利润 | — | 1.34× |
| 过去12个月自由现金流最近4个季度 | $876.0M | $478.4M |
8季度趋势，按日历期对齐
经营现金流NOVROKU
| Q1 26 | — | — | ||
| Q4 25 | $573.0M | $107.7M | ||
| Q3 25 | $352.0M | $127.6M | ||
| Q2 25 | $191.0M | $109.7M | ||
| Q1 25 | $135.0M | $138.7M | ||
| Q4 24 | $591.0M | $79.3M | ||
| Q3 24 | $359.0M | $68.7M | ||
| Q2 24 | $432.0M | $23.4M |
自由现金流NOVROKU
| Q1 26 | $51.0M | — | ||
| Q4 25 | $472.0M | $106.6M | ||
| Q3 25 | $245.0M | $126.5M | ||
| Q2 25 | $108.0M | $108.6M | ||
| Q1 25 | $51.0M | $136.8M | ||
| Q4 24 | $473.0M | $76.8M | ||
| Q3 24 | $277.0M | $67.6M | ||
| Q2 24 | $350.0M | $22.5M |
自由现金流率NOVROKU
| Q1 26 | 2.5% | — | ||
| Q4 25 | 20.7% | 7.6% | ||
| Q3 25 | 11.3% | 10.4% | ||
| Q2 25 | 4.9% | 9.8% | ||
| Q1 25 | 2.4% | 13.4% | ||
| Q4 24 | 20.5% | 6.4% | ||
| Q3 24 | 12.6% | 6.4% | ||
| Q2 24 | 15.8% | 2.3% |
资本支出强度NOVROKU
| Q1 26 | — | — | ||
| Q4 25 | 4.4% | 0.1% | ||
| Q3 25 | 4.9% | 0.1% | ||
| Q2 25 | 3.8% | 0.1% | ||
| Q1 25 | 4.0% | 0.2% | ||
| Q4 24 | 5.1% | 0.2% | ||
| Q3 24 | 3.7% | 0.1% | ||
| Q2 24 | 3.7% | 0.1% |
现金转化率NOVROKU
| Q1 26 | — | — | ||
| Q4 25 | — | 1.34× | ||
| Q3 25 | 8.38× | 5.14× | ||
| Q2 25 | 1.77× | 10.45× | ||
| 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% |
ROKU
| Services | $1.2B | 88% |
| Products | $170.9M | 12% |
