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国民油井华高（NOV）与SERVICE CORP INTERNATIONAL（SCI）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SERVICE CORP INTERNATIONAL的1.8倍（$2.1B vs $1.1B），SERVICE CORP INTERNATIONAL净利率更高（14.3% vs 1.0%，领先13.4%），SERVICE CORP INTERNATIONAL同比增速更快（1.7% vs -9.9%），SERVICE CORP INTERNATIONAL自由现金流更多（$87.2M vs $51.0M），过去两年SERVICE CORP INTERNATIONAL的营收复合增速更高（3.1% 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。
国际配送服务有限公司（IDS）是英国邮政及快递服务提供商，2013年由英国政府设立，作为皇家邮政的控股母公司，多数股权随后在伦敦证券交易所公开发售，当时政府保留30%股份。截至2025年4月，该公司由丹尼尔·克雷廷斯基旗下捷克EP集团持有运营。
NOV vs SCI — 直观对比
营收规模更大
NOV
是对方的1.8倍
$1.1B
营收增速更快
SCI
高出11.6%
-9.9%
净利率更高
SCI
高出13.4%
1.0%
自由现金流更多
SCI
多$36.2M
$51.0M
两年增速更快
SCI
近两年复合增速
-3.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $1.1B |
| 净利润 | $20.0M | $159.4M |
| 毛利率 | 18.5% | 28.0% |
| 营业利润率 | 2.3% | 24.8% |
| 净利率 | 1.0% | 14.3% |
| 营收同比 | -9.9% | 1.7% |
| 净利润同比 | -73.0% | 5.3% |
| 每股收益（稀释后） | $0.05 | $1.13 |
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NOVSCI
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.3B | $1.1B | ||
| Q3 25 | $2.2B | $1.1B | ||
| Q2 25 | $2.2B | $1.1B | ||
| Q1 25 | $2.1B | $1.1B | ||
| Q4 24 | $2.3B | $1.1B | ||
| Q3 24 | $2.2B | $1.0B | ||
| Q2 24 | $2.2B | $1.0B |
净利润NOVSCI
| Q1 26 | $20.0M | — | ||
| Q4 25 | $-78.0M | $159.4M | ||
| Q3 25 | $42.0M | $117.5M | ||
| Q2 25 | $108.0M | $122.9M | ||
| Q1 25 | $73.0M | $142.9M | ||
| Q4 24 | $160.0M | $151.4M | ||
| Q3 24 | $130.0M | $117.8M | ||
| Q2 24 | $226.0M | $118.2M |
毛利率NOVSCI
| Q1 26 | 18.5% | — | ||
| Q4 25 | 20.3% | 28.0% | ||
| Q3 25 | 18.9% | 25.1% | ||
| Q2 25 | 20.4% | 25.5% | ||
| Q1 25 | 21.3% | 27.1% | ||
| Q4 24 | 21.4% | 28.0% | ||
| Q3 24 | 21.4% | 24.9% | ||
| Q2 24 | 26.6% | 24.9% |
营业利润率NOVSCI
| Q1 26 | 2.3% | — | ||
| Q4 25 | 4.0% | 24.8% | ||
| Q3 25 | 4.9% | 21.4% | ||
| Q2 25 | 6.5% | 21.1% | ||
| Q1 25 | 7.2% | 23.4% | ||
| Q4 24 | 9.0% | 24.0% | ||
| Q3 24 | 8.9% | 20.9% | ||
| Q2 24 | 14.1% | 21.4% |
净利率NOVSCI
| Q1 26 | 1.0% | — | ||
| Q4 25 | -3.4% | 14.3% | ||
| Q3 25 | 1.9% | 11.1% | ||
| Q2 25 | 4.9% | 11.5% | ||
| Q1 25 | 3.5% | 13.3% | ||
| Q4 24 | 6.9% | 13.8% | ||
| Q3 24 | 5.9% | 11.6% | ||
| Q2 24 | 10.2% | 11.4% |
每股收益（稀释后）NOVSCI
| Q1 26 | $0.05 | — | ||
| Q4 25 | $-0.20 | $1.13 | ||
| Q3 25 | $0.11 | $0.83 | ||
| Q2 25 | $0.29 | $0.86 | ||
| Q1 25 | $0.19 | $0.98 | ||
| Q4 24 | $0.40 | $1.02 | ||
| Q3 24 | $0.33 | $0.81 | ||
| Q2 24 | $0.57 | $0.81 |
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 | $243.6M |
| 总债务越低越好 | $1.7B | $5.1B |
| 股东权益账面价值 | — | $1.6B |
| 总资产 | $11.1B | $18.7B |
| 负债/权益比越低杠杆越低 | — | 3.10× |
8季度趋势，按日历期对齐
现金及短期投资NOVSCI
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.6B | $243.6M | ||
| Q3 25 | $1.2B | $241.3M | ||
| Q2 25 | $1.1B | $255.4M | ||
| Q1 25 | $1.2B | $227.2M | ||
| Q4 24 | $1.2B | $218.8M | ||
| Q3 24 | $985.0M | $185.4M | ||
| Q2 24 | $827.0M | $184.4M |
总债务NOVSCI
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $5.1B | ||
| Q3 25 | $1.7B | $5.0B | ||
| Q2 25 | $1.7B | $5.0B | ||
| Q1 25 | $1.7B | $4.7B | ||
| Q4 24 | $1.7B | $4.8B | ||
| Q3 24 | $1.7B | $4.7B | ||
| Q2 24 | $1.7B | $4.7B |
股东权益NOVSCI
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $1.6B | ||
| Q3 25 | $6.5B | $1.6B | ||
| Q2 25 | $6.5B | $1.6B | ||
| Q1 25 | $6.4B | $1.7B | ||
| Q4 24 | $6.4B | $1.7B | ||
| Q3 24 | $6.5B | $1.6B | ||
| Q2 24 | $6.4B | $1.5B |
总资产NOVSCI
| Q1 26 | $11.1B | — | ||
| Q4 25 | $11.3B | $18.7B | ||
| Q3 25 | $11.3B | $18.4B | ||
| Q2 25 | $11.4B | $18.0B | ||
| Q1 25 | $11.3B | $17.3B | ||
| Q4 24 | $11.4B | $17.4B | ||
| Q3 24 | $11.4B | $17.4B | ||
| Q2 24 | $11.3B | $16.8B |
负债/权益比NOVSCI
| Q1 26 | — | — | ||
| Q4 25 | 0.27× | 3.10× | ||
| Q3 25 | 0.27× | 3.17× | ||
| Q2 25 | 0.27× | 3.19× | ||
| Q1 25 | 0.27× | 2.87× | ||
| Q4 24 | 0.27× | 2.83× | ||
| Q3 24 | 0.27× | 2.92× | ||
| Q2 24 | 0.27× | 3.05× |
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 | — | $212.9M |
| 自由现金流经营现金流 - 资本支出 | $51.0M | $87.2M |
| 自由现金流率自由现金流/营收 | 2.5% | 7.8% |
| 资本支出强度资本支出/营收 | — | 11.3% |
| 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 | $554.2M |
8季度趋势，按日历期对齐
经营现金流NOVSCI
| Q1 26 | — | — | ||
| Q4 25 | $573.0M | $212.9M | ||
| Q3 25 | $352.0M | $252.3M | ||
| Q2 25 | $191.0M | $166.4M | ||
| Q1 25 | $135.0M | $311.1M | ||
| Q4 24 | $591.0M | $264.1M | ||
| Q3 24 | $359.0M | $263.8M | ||
| Q2 24 | $432.0M | $196.9M |
自由现金流NOVSCI
| Q1 26 | $51.0M | — | ||
| Q4 25 | $472.0M | $87.2M | ||
| Q3 25 | $245.0M | $150.7M | ||
| Q2 25 | $108.0M | $83.4M | ||
| Q1 25 | $51.0M | $233.0M | ||
| Q4 24 | $473.0M | $151.8M | ||
| Q3 24 | $277.0M | $162.8M | ||
| Q2 24 | $350.0M | $100.8M |
自由现金流率NOVSCI
| Q1 26 | 2.5% | — | ||
| Q4 25 | 20.7% | 7.8% | ||
| Q3 25 | 11.3% | 14.2% | ||
| Q2 25 | 4.9% | 7.8% | ||
| Q1 25 | 2.4% | 21.7% | ||
| Q4 24 | 20.5% | 13.9% | ||
| Q3 24 | 12.6% | 16.1% | ||
| Q2 24 | 15.8% | 9.7% |
资本支出强度NOVSCI
| Q1 26 | — | — | ||
| Q4 25 | 4.4% | 11.3% | ||
| Q3 25 | 4.9% | 9.6% | ||
| Q2 25 | 3.8% | 7.8% | ||
| Q1 25 | 4.0% | 7.3% | ||
| Q4 24 | 5.1% | 10.3% | ||
| Q3 24 | 3.7% | 10.0% | ||
| Q2 24 | 3.7% | 9.3% |
现金转化率NOVSCI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.34× | ||
| Q3 25 | 8.38× | 2.15× | ||
| Q2 25 | 1.77× | 1.35× | ||
| Q1 25 | 1.85× | 2.18× | ||
| Q4 24 | 3.69× | 1.75× | ||
| Q3 24 | 2.76× | 2.24× | ||
| Q2 24 | 1.91× | 1.67× |
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% |
SCI
| Cemetery | $510.9M | 46% |
| Funeral Matured Preneed Revenue | $196.5M | 18% |
| Cemetery Recognized Preneed Merchandise And Service Revenue | $107.4M | 10% |
| Cemetery Atneed Revenue | $104.9M | 9% |
| CA | $56.4M | 5% |
| Funeral Other Revenue | $54.6M | 5% |
| Cemetery Other Revenue | $40.2M | 4% |
| Nonfuneral Home Revenue | $28.1M | 3% |
| Non Funeral Home Preneed Sales Revenue | $22.0M | 2% |
