vs
OGE ENERGY CORP.（OGE）与越洋钻探（RIG）财务数据对比。点击上方公司名可切换其他公司
越洋钻探的季度营收约是OGE ENERGY CORP.的1.4倍（$1.0B vs $752.6M），OGE ENERGY CORP.净利率更高（6.7% vs 2.4%，领先4.3%），越洋钻探同比增速更快（9.6% vs 0.7%），过去两年越洋钻探的营收复合增速更高（16.9% vs 8.1%）
OGE能源集团是一家受监管的公用电力企业，核心子公司俄克拉荷马燃气电力公司为俄克拉荷马州及阿肯色州超84.3万用户提供服务，覆盖俄克拉荷马城大都会区150万居民，总部设于俄克拉荷马城市中心。集团原旗下天然气管道业务Enogex于2013年与CenterPoint Energy的中游业务合并组建为Enable Midstream。
越洋钻探（Transocean Ltd.）是按营收计全球规模最大的海上钻探承包商，总部位于瑞士施泰因豪森，起源于美国，目前在加拿大、美国、挪威、英国、印度、巴西、新加坡等20个国家设有办事机构，业务覆盖全球主要海上油气开采区域。
OGE vs RIG — 直观对比
营收规模更大
RIG
是对方的1.4倍
$752.6M
营收增速更快
RIG
高出8.9%
0.7%
净利率更高
OGE
高出4.3%
2.4%
两年增速更快
RIG
近两年复合增速
8.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $752.6M | $1.0B |
| 净利润 | $50.2M | $25.0M |
| 毛利率 | — | 42.0% |
| 营业利润率 | 15.0% | 23.0% |
| 净利率 | 6.7% | 2.4% |
| 营收同比 | 0.7% | 9.6% |
| 净利润同比 | -19.9% | 257.1% |
| 每股收益（稀释后） | — | $0.13 |
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OGERIG
| Q1 26 | $752.6M | — | ||
| Q4 25 | $701.7M | $1.0B | ||
| Q3 25 | $1.0B | $1.0B | ||
| Q2 25 | $719.7M | $988.0M | ||
| Q1 25 | $741.1M | $906.0M | ||
| Q4 24 | $744.7M | $952.0M | ||
| Q3 24 | $945.2M | $948.0M | ||
| Q2 24 | $644.1M | $861.0M |
净利润OGERIG
| Q1 26 | $50.2M | — | ||
| Q4 25 | $69.2M | $25.0M | ||
| Q3 25 | $231.3M | $-1.9B | ||
| Q2 25 | $107.5M | $-938.0M | ||
| Q1 25 | $62.7M | $-79.0M | ||
| Q4 24 | $101.9M | $7.0M | ||
| Q3 24 | $218.7M | $-494.0M | ||
| Q2 24 | $102.3M | $-123.0M |
毛利率OGERIG
| Q1 26 | — | — | ||
| Q4 25 | 59.2% | 42.0% | ||
| Q3 25 | 62.2% | 43.2% | ||
| Q2 25 | 63.7% | 39.4% | ||
| Q1 25 | 56.3% | 31.8% | ||
| Q4 24 | 59.7% | 39.2% | ||
| Q3 24 | 63.0% | 40.6% | ||
| Q2 24 | 69.9% | 38.0% |
营业利润率OGERIG
| Q1 26 | 15.0% | — | ||
| Q4 25 | 19.7% | 23.0% | ||
| Q3 25 | 33.2% | -163.1% | ||
| Q2 25 | 25.9% | -97.6% | ||
| Q1 25 | 18.0% | 7.1% | ||
| Q4 24 | 24.5% | 13.7% | ||
| Q3 24 | 33.1% | -51.2% | ||
| Q2 24 | 27.3% | -6.9% |
净利率OGERIG
| Q1 26 | 6.7% | — | ||
| Q4 25 | 9.9% | 2.4% | ||
| Q3 25 | 22.5% | -187.1% | ||
| Q2 25 | 14.9% | -94.9% | ||
| Q1 25 | 8.5% | -8.7% | ||
| Q4 24 | 13.7% | 0.7% | ||
| Q3 24 | 23.1% | -52.1% | ||
| Q2 24 | 15.9% | -14.3% |
每股收益（稀释后）OGERIG
| Q1 26 | — | — | ||
| Q4 25 | $0.34 | $0.13 | ||
| Q3 25 | $1.14 | $-2.00 | ||
| Q2 25 | $0.53 | $-1.06 | ||
| Q1 25 | $0.31 | $-0.11 | ||
| Q4 24 | $0.50 | $-0.14 | ||
| Q3 24 | $1.09 | $-0.58 | ||
| Q2 24 | $0.51 | $-0.15 |
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 | — | $620.0M |
| 总债务越低越好 | — | $5.2B |
| 股东权益账面价值 | — | $8.1B |
| 总资产 | — | $15.6B |
| 负债/权益比越低杠杆越低 | — | 0.64× |
8季度趋势，按日历期对齐
现金及短期投资OGERIG
| Q1 26 | — | — | ||
| Q4 25 | $200.0K | $620.0M | ||
| Q3 25 | $300.0K | $833.0M | ||
| Q2 25 | $500.0K | $377.0M | ||
| Q1 25 | $26.9M | $263.0M | ||
| Q4 24 | $600.0K | $560.0M | ||
| Q3 24 | $9.9M | $435.0M | ||
| Q2 24 | $100.0K | $475.0M |
总债务OGERIG
| Q1 26 | — | — | ||
| Q4 25 | $5.4B | $5.2B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $5.9B | ||
| Q1 25 | — | $5.9B | ||
| Q4 24 | $5.1B | $6.2B | ||
| Q3 24 | — | $6.5B | ||
| Q2 24 | — | $6.8B |
股东权益OGERIG
| Q1 26 | — | — | ||
| Q4 25 | $5.0B | $8.1B | ||
| Q3 25 | $4.8B | $8.1B | ||
| Q2 25 | $4.6B | $9.4B | ||
| Q1 25 | $4.6B | $10.2B | ||
| Q4 24 | $4.6B | $10.3B | ||
| Q3 24 | $4.6B | $10.2B | ||
| Q2 24 | $4.5B | $10.7B |
总资产OGERIG
| Q1 26 | — | — | ||
| Q4 25 | $14.4B | $15.6B | ||
| Q3 25 | $14.3B | $16.2B | ||
| Q2 25 | $14.1B | $17.8B | ||
| Q1 25 | $14.0B | $19.0B | ||
| Q4 24 | $13.7B | $19.4B | ||
| Q3 24 | $13.5B | $19.5B | ||
| Q2 24 | $13.2B | $20.3B |
负债/权益比OGERIG
| Q1 26 | — | — | ||
| Q4 25 | 1.08× | 0.64× | ||
| Q3 25 | — | 0.60× | ||
| Q2 25 | — | 0.63× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | 1.09× | 0.60× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.63× |
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 | — | $349.0M |
| 自由现金流经营现金流 - 资本支出 | — | $321.0M |
| 自由现金流率自由现金流/营收 | — | 30.8% |
| 资本支出强度资本支出/营收 | — | 2.7% |
| 现金转化率经营现金流/净利润 | — | 13.96× |
| 过去12个月自由现金流最近4个季度 | — | $626.0M |
8季度趋势，按日历期对齐
经营现金流OGERIG
| Q1 26 | — | — | ||
| Q4 25 | $384.8M | $349.0M | ||
| Q3 25 | $397.8M | $246.0M | ||
| Q2 25 | $338.6M | $128.0M | ||
| Q1 25 | $15.9M | $26.0M | ||
| Q4 24 | $129.6M | $206.0M | ||
| Q3 24 | $347.1M | $194.0M | ||
| Q2 24 | $253.1M | $133.0M |
自由现金流OGERIG
| Q1 26 | — | — | ||
| Q4 25 | $83.1M | $321.0M | ||
| Q3 25 | $168.3M | $235.0M | ||
| Q2 25 | $64.9M | $104.0M | ||
| Q1 25 | $-233.6M | $-34.0M | ||
| Q4 24 | $-167.0M | $177.0M | ||
| Q3 24 | $103.0M | $136.0M | ||
| Q2 24 | $-70.2M | $49.0M |
自由现金流率OGERIG
| Q1 26 | — | — | ||
| Q4 25 | 11.8% | 30.8% | ||
| Q3 25 | 16.4% | 22.9% | ||
| Q2 25 | 9.0% | 10.5% | ||
| Q1 25 | -31.5% | -3.8% | ||
| Q4 24 | -22.4% | 18.6% | ||
| Q3 24 | 10.9% | 14.3% | ||
| Q2 24 | -10.9% | 5.7% |
资本支出强度OGERIG
| Q1 26 | — | — | ||
| Q4 25 | 43.0% | 2.7% | ||
| Q3 25 | 22.3% | 1.1% | ||
| Q2 25 | 38.0% | 2.4% | ||
| Q1 25 | 33.7% | 6.6% | ||
| Q4 24 | 39.8% | 3.0% | ||
| Q3 24 | 25.8% | 6.1% | ||
| Q2 24 | 50.2% | 9.8% |
现金转化率OGERIG
| Q1 26 | — | — | ||
| Q4 25 | 5.56× | 13.96× | ||
| Q3 25 | 1.72× | — | ||
| Q2 25 | 3.15× | — | ||
| Q1 25 | 0.25× | — | ||
| Q4 24 | 1.27× | 29.43× | ||
| Q3 24 | 1.59× | — | ||
| Q2 24 | 2.47× | — |
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
OGE
| Residential | $260.4M | 35% |
| Commercial | $212.0M | 28% |
| Public authorities and street light | $61.9M | 8% |
| Industrial | $60.7M | 8% |
| Oilfield | $58.4M | 8% |
| Integrated market | $47.3M | 6% |
| Transmission | $40.7M | 5% |
RIG
| Ultra Deepwater Floaters | $433.0M | 42% |
| BR | $236.0M | 23% |
| Other Geographical | $211.0M | 20% |
| Harsh Environment Floaters | $163.0M | 16% |
