vs
国民油井华高（NOV）与Take-Two Interactive（TTWO）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Take-Two Interactive的1.2倍（$2.1B vs $1.7B），国民油井华高净利率更高（1.0% vs -5.5%，领先6.4%），Take-Two Interactive同比增速更快（24.9% vs -9.9%），Take-Two Interactive自由现金流更多（$236.2M vs $51.0M），过去两年Take-Two Interactive的营收复合增速更高（10.2% 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。
Take-Two Interactive是总部位于美国纽约的电子游戏控股企业，由瑞安·布兰特于1993年9月创立，在全球互动娱乐领域拥有较高影响力，业务覆盖游戏研发、发行与运营等核心环节。
NOV vs TTWO — 直观对比
营收规模更大
NOV
是对方的1.2倍
$1.7B
营收增速更快
TTWO
高出34.8%
-9.9%
净利率更高
NOV
高出6.4%
-5.5%
自由现金流更多
TTWO
多$185.2M
$51.0M
两年增速更快
TTWO
近两年复合增速
-3.8%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $1.7B |
| 净利润 | $20.0M | $-92.9M |
| 毛利率 | 18.5% | 55.7% |
| 营业利润率 | 2.3% | -2.3% |
| 净利率 | 1.0% | -5.5% |
| 营收同比 | -9.9% | 24.9% |
| 净利润同比 | -73.0% | 25.8% |
| 每股收益（稀释后） | $0.05 | $-0.50 |
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NOVTTWO
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.3B | $1.7B | ||
| Q3 25 | $2.2B | $1.8B | ||
| Q2 25 | $2.2B | $1.5B | ||
| Q1 25 | $2.1B | $1.6B | ||
| Q4 24 | $2.3B | $1.4B | ||
| Q3 24 | $2.2B | $1.4B | ||
| Q2 24 | $2.2B | $1.3B |
净利润NOVTTWO
| Q1 26 | $20.0M | — | ||
| Q4 25 | $-78.0M | $-92.9M | ||
| Q3 25 | $42.0M | $-133.9M | ||
| Q2 25 | $108.0M | $-11.9M | ||
| Q1 25 | $73.0M | $-3.7B | ||
| Q4 24 | $160.0M | $-125.2M | ||
| Q3 24 | $130.0M | $-365.5M | ||
| Q2 24 | $226.0M | $-262.0M |
毛利率NOVTTWO
| Q1 26 | 18.5% | — | ||
| Q4 25 | 20.3% | 55.7% | ||
| Q3 25 | 18.9% | 55.3% | ||
| Q2 25 | 20.4% | 62.8% | ||
| Q1 25 | 21.3% | 50.8% | ||
| Q4 24 | 21.4% | 55.9% | ||
| Q3 24 | 21.4% | 53.8% | ||
| Q2 24 | 26.6% | 57.6% |
营业利润率NOVTTWO
| Q1 26 | 2.3% | — | ||
| Q4 25 | 4.0% | -2.3% | ||
| Q3 25 | 4.9% | -5.5% | ||
| Q2 25 | 6.5% | 1.4% | ||
| Q1 25 | 7.2% | -238.7% | ||
| Q4 24 | 9.0% | -9.7% | ||
| Q3 24 | 8.9% | -22.0% | ||
| Q2 24 | 14.1% | -13.8% |
净利率NOVTTWO
| Q1 26 | 1.0% | — | ||
| Q4 25 | -3.4% | -5.5% | ||
| Q3 25 | 1.9% | -7.5% | ||
| Q2 25 | 4.9% | -0.8% | ||
| Q1 25 | 3.5% | -235.5% | ||
| Q4 24 | 6.9% | -9.2% | ||
| Q3 24 | 5.9% | -27.0% | ||
| Q2 24 | 10.2% | -19.6% |
每股收益（稀释后）NOVTTWO
| Q1 26 | $0.05 | — | ||
| Q4 25 | $-0.20 | $-0.50 | ||
| Q3 25 | $0.11 | $-0.73 | ||
| Q2 25 | $0.29 | $-0.07 | ||
| Q1 25 | $0.19 | $-21.27 | ||
| Q4 24 | $0.40 | $-0.71 | ||
| Q3 24 | $0.33 | $-2.08 | ||
| Q2 24 | $0.57 | $-1.52 |
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 | $2.4B |
| 总债务越低越好 | $1.7B | — |
| 股东权益账面价值 | — | $3.5B |
| 总资产 | $11.1B | $10.0B |
| 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NOVTTWO
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.6B | $2.4B | ||
| Q3 25 | $1.2B | $2.1B | ||
| Q2 25 | $1.1B | $2.0B | ||
| Q1 25 | $1.2B | $1.5B | ||
| Q4 24 | $1.2B | $1.2B | ||
| Q3 24 | $985.0M | $879.6M | ||
| Q2 24 | $827.0M | $1.1B |
总债务NOVTTWO
| 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NOVTTWO
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $3.5B | ||
| Q3 25 | $6.5B | $3.4B | ||
| Q2 25 | $6.5B | $3.5B | ||
| Q1 25 | $6.4B | $2.1B | ||
| Q4 24 | $6.4B | $5.7B | ||
| Q3 24 | $6.5B | $5.8B | ||
| Q2 24 | $6.4B | $6.0B |
总资产NOVTTWO
| Q1 26 | $11.1B | — | ||
| Q4 25 | $11.3B | $10.0B | ||
| Q3 25 | $11.3B | $10.1B | ||
| Q2 25 | $11.4B | $9.7B | ||
| Q1 25 | $11.3B | $9.2B | ||
| Q4 24 | $11.4B | $12.7B | ||
| Q3 24 | $11.4B | $13.1B | ||
| Q2 24 | $11.3B | $12.9B |
负债/权益比NOVTTWO
| 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 | — | $305.2M |
| 自由现金流经营现金流 - 资本支出 | $51.0M | $236.2M |
| 自由现金流率自由现金流/营收 | 2.5% | 13.9% |
| 资本支出强度资本支出/营收 | — | 4.1% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $876.0M | $487.8M |
8季度趋势，按日历期对齐
经营现金流NOVTTWO
| Q1 26 | — | — | ||
| Q4 25 | $573.0M | $305.2M | ||
| Q3 25 | $352.0M | $128.4M | ||
| Q2 25 | $191.0M | $-44.7M | ||
| Q1 25 | $135.0M | $279.0M | ||
| Q4 24 | $591.0M | $-4.8M | ||
| Q3 24 | $359.0M | $-128.4M | ||
| Q2 24 | $432.0M | $-191.0M |
自由现金流NOVTTWO
| Q1 26 | $51.0M | — | ||
| Q4 25 | $472.0M | $236.2M | ||
| Q3 25 | $245.0M | $96.5M | ||
| Q2 25 | $108.0M | $-69.8M | ||
| Q1 25 | $51.0M | $224.9M | ||
| Q4 24 | $473.0M | $-48.2M | ||
| Q3 24 | $277.0M | $-165.2M | ||
| Q2 24 | $350.0M | $-226.1M |
自由现金流率NOVTTWO
| Q1 26 | 2.5% | — | ||
| Q4 25 | 20.7% | 13.9% | ||
| Q3 25 | 11.3% | 5.4% | ||
| Q2 25 | 4.9% | -4.6% | ||
| Q1 25 | 2.4% | 14.2% | ||
| Q4 24 | 20.5% | -3.5% | ||
| Q3 24 | 12.6% | -12.2% | ||
| Q2 24 | 15.8% | -16.9% |
资本支出强度NOVTTWO
| Q1 26 | — | — | ||
| Q4 25 | 4.4% | 4.1% | ||
| Q3 25 | 4.9% | 1.8% | ||
| Q2 25 | 3.8% | 1.7% | ||
| Q1 25 | 4.0% | 3.4% | ||
| Q4 24 | 5.1% | 3.2% | ||
| Q3 24 | 3.7% | 2.7% | ||
| Q2 24 | 3.7% | 2.6% |
现金转化率NOVTTWO
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 8.38× | — | ||
| Q2 25 | 1.77× | — | ||
| 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% |
TTWO
暂无分部数据
