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国民油井华高（NOV）与RPM INTERNATIONAL INC（RPM）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RPM INTERNATIONAL INC的1.1倍（$2.1B vs $1.9B），RPM INTERNATIONAL INC净利率更高（8.4% vs 1.0%，领先7.5%），RPM INTERNATIONAL INC同比增速更快（3.5% vs -9.9%），RPM INTERNATIONAL INC自由现金流更多（$296.4M vs $51.0M），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% 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。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐，是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立，最初主营音乐制作，后逐步转向电视节目制作发行业务，最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
NOV vs RPM — 直观对比
营收规模更大
NOV
是对方的1.1倍
$1.9B
营收增速更快
RPM
高出13.4%
-9.9%
净利率更高
RPM
高出7.5%
1.0%
自由现金流更多
RPM
多$245.4M
$51.0M
两年增速更快
RPM
近两年复合增速
-3.8%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $1.9B |
| 净利润 | $20.0M | $161.2M |
| 毛利率 | 18.5% | 40.8% |
| 营业利润率 | 2.3% | 11.0% |
| 净利率 | 1.0% | 8.4% |
| 营收同比 | -9.9% | 3.5% |
| 净利润同比 | -73.0% | -12.0% |
| 每股收益（稀释后） | $0.05 | $1.26 |
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NOVRPM
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.3B | $1.9B | ||
| Q3 25 | $2.2B | $2.1B | ||
| Q2 25 | $2.2B | $2.1B | ||
| Q1 25 | $2.1B | $1.5B | ||
| Q4 24 | $2.3B | $1.8B | ||
| Q3 24 | $2.2B | $2.0B | ||
| Q2 24 | $2.2B | $2.0B |
净利润NOVRPM
| Q1 26 | $20.0M | — | ||
| Q4 25 | $-78.0M | $161.2M | ||
| Q3 25 | $42.0M | $227.6M | ||
| Q2 25 | $108.0M | $225.8M | ||
| Q1 25 | $73.0M | $52.0M | ||
| Q4 24 | $160.0M | $183.2M | ||
| Q3 24 | $130.0M | $227.7M | ||
| Q2 24 | $226.0M | $180.6M |
毛利率NOVRPM
| Q1 26 | 18.5% | — | ||
| Q4 25 | 20.3% | 40.8% | ||
| Q3 25 | 18.9% | 42.3% | ||
| Q2 25 | 20.4% | 42.4% | ||
| Q1 25 | 21.3% | 38.4% | ||
| Q4 24 | 21.4% | 41.4% | ||
| Q3 24 | 21.4% | 42.5% | ||
| Q2 24 | 26.6% | 41.4% |
营业利润率NOVRPM
| Q1 26 | 2.3% | — | ||
| Q4 25 | 4.0% | 11.0% | ||
| Q3 25 | 4.9% | 14.1% | ||
| Q2 25 | 6.5% | 11.9% | ||
| Q1 25 | 7.2% | 2.8% | ||
| Q4 24 | 9.0% | 11.5% | ||
| Q3 24 | 8.9% | 14.8% | ||
| Q2 24 | 14.1% | 11.9% |
净利率NOVRPM
| Q1 26 | 1.0% | — | ||
| Q4 25 | -3.4% | 8.4% | ||
| Q3 25 | 1.9% | 10.8% | ||
| Q2 25 | 4.9% | 10.8% | ||
| Q1 25 | 3.5% | 3.5% | ||
| Q4 24 | 6.9% | 9.9% | ||
| Q3 24 | 5.9% | 11.6% | ||
| Q2 24 | 10.2% | 9.0% |
每股收益（稀释后）NOVRPM
| Q1 26 | $0.05 | — | ||
| Q4 25 | $-0.20 | $1.26 | ||
| Q3 25 | $0.11 | $1.77 | ||
| Q2 25 | $0.29 | $1.76 | ||
| Q1 25 | $0.19 | $0.40 | ||
| Q4 24 | $0.40 | $1.42 | ||
| Q3 24 | $0.33 | $1.77 | ||
| Q2 24 | $0.57 | $1.40 |
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 | $316.6M |
| 总债务越低越好 | $1.7B | $2.5B |
| 股东权益账面价值 | — | $3.1B |
| 总资产 | $11.1B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资NOVRPM
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.6B | $316.6M | ||
| Q3 25 | $1.2B | $297.1M | ||
| Q2 25 | $1.1B | $302.1M | ||
| Q1 25 | $1.2B | $241.9M | ||
| Q4 24 | $1.2B | $268.7M | ||
| Q3 24 | $985.0M | $231.6M | ||
| Q2 24 | $827.0M | $237.4M |
总债务NOVRPM
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $2.5B | ||
| Q3 25 | $1.7B | $2.7B | ||
| Q2 25 | $1.7B | $2.6B | ||
| Q1 25 | $1.7B | $2.1B | ||
| Q4 24 | $1.7B | $2.0B | ||
| Q3 24 | $1.7B | $2.0B | ||
| Q2 24 | $1.7B | $2.0B |
股东权益NOVRPM
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $3.1B | ||
| Q3 25 | $6.5B | $3.1B | ||
| Q2 25 | $6.5B | $2.9B | ||
| Q1 25 | $6.4B | $2.7B | ||
| Q4 24 | $6.4B | $2.7B | ||
| Q3 24 | $6.5B | $2.6B | ||
| Q2 24 | $6.4B | $2.5B |
总资产NOVRPM
| Q1 26 | $11.1B | — | ||
| Q4 25 | $11.3B | $7.9B | ||
| Q3 25 | $11.3B | $7.9B | ||
| Q2 25 | $11.4B | $7.8B | ||
| Q1 25 | $11.3B | $6.6B | ||
| Q4 24 | $11.4B | $6.7B | ||
| Q3 24 | $11.4B | $6.6B | ||
| Q2 24 | $11.3B | $6.6B |
负债/权益比NOVRPM
| Q1 26 | — | — | ||
| Q4 25 | 0.27× | 0.80× | ||
| Q3 25 | 0.27× | 0.87× | ||
| Q2 25 | 0.27× | 0.91× | ||
| Q1 25 | 0.27× | 0.78× | ||
| Q4 24 | 0.27× | 0.74× | ||
| Q3 24 | 0.27× | 0.77× | ||
| Q2 24 | 0.27× | 0.79× |
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 | — | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $51.0M | $296.4M |
| 自由现金流率自由现金流/营收 | 2.5% | 15.5% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | — | 2.14× |
| 过去12个月自由现金流最近4个季度 | $876.0M | $582.9M |
8季度趋势，按日历期对齐
经营现金流NOVRPM
| Q1 26 | — | — | ||
| Q4 25 | $573.0M | $345.7M | ||
| Q3 25 | $352.0M | $237.5M | ||
| Q2 25 | $191.0M | $149.2M | ||
| Q1 25 | $135.0M | $91.5M | ||
| Q4 24 | $591.0M | $279.4M | ||
| Q3 24 | $359.0M | $248.1M | ||
| Q2 24 | $432.0M | $181.2M |
自由现金流NOVRPM
| Q1 26 | $51.0M | — | ||
| Q4 25 | $472.0M | $296.4M | ||
| Q3 25 | $245.0M | $175.0M | ||
| Q2 25 | $108.0M | $78.2M | ||
| Q1 25 | $51.0M | $33.3M | ||
| Q4 24 | $473.0M | $229.5M | ||
| Q3 24 | $277.0M | $197.3M | ||
| Q2 24 | $350.0M | $105.3M |
自由现金流率NOVRPM
| Q1 26 | 2.5% | — | ||
| Q4 25 | 20.7% | 15.5% | ||
| Q3 25 | 11.3% | 8.3% | ||
| Q2 25 | 4.9% | 3.8% | ||
| Q1 25 | 2.4% | 2.3% | ||
| Q4 24 | 20.5% | 12.4% | ||
| Q3 24 | 12.6% | 10.0% | ||
| Q2 24 | 15.8% | 5.2% |
资本支出强度NOVRPM
| Q1 26 | — | — | ||
| Q4 25 | 4.4% | 2.6% | ||
| Q3 25 | 4.9% | 3.0% | ||
| Q2 25 | 3.8% | 3.4% | ||
| Q1 25 | 4.0% | 3.9% | ||
| Q4 24 | 5.1% | 2.7% | ||
| Q3 24 | 3.7% | 2.6% | ||
| Q2 24 | 3.7% | 3.8% |
现金转化率NOVRPM
| Q1 26 | — | — | ||
| Q4 25 | — | 2.14× | ||
| Q3 25 | 8.38× | 1.04× | ||
| Q2 25 | 1.77× | 0.66× | ||
| Q1 25 | 1.85× | 1.76× | ||
| Q4 24 | 3.69× | 1.53× | ||
| Q3 24 | 2.76× | 1.09× | ||
| Q2 24 | 1.91× | 1.00× |
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% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
