vs
OCEANEERING INTERNATIONAL INC（OII）与森萨塔科技（ST）财务数据对比。点击上方公司名可切换其他公司
森萨塔科技的季度营收约是OCEANEERING INTERNATIONAL INC的1.4倍（$934.8M vs $692.4M），森萨塔科技净利率更高（9.3% vs 5.2%，领先4.1%），OCEANEERING INTERNATIONAL INC同比增速更快（2.7% vs 2.6%），森萨塔科技自由现金流更多（$104.6M vs $-76.5M），过去两年OCEANEERING INTERNATIONAL INC的营收复合增速更高（1.8% vs -5.0%）
奥什科什国际（Oceaneering International）是一家总部位于美国得克萨斯州休斯敦的水下工程及应用技术企业，为海洋、航天及其他特殊作业场景的客户提供定制化工程服务与硬件设备，在极端环境工程领域拥有深厚的技术积累。
森萨塔科技控股有限公司是全球领先的工业科技企业，主营传感器、电气保护及控制解决方案的研发、生产与销售，产品覆盖汽车、工业、航空航天、暖通空调、电信等多个下游领域，服务全球制造类企业客户。
OII vs ST — 直观对比
营收规模更大
ST
是对方的1.4倍
$692.4M
营收增速更快
OII
高出0.1%
2.6%
净利率更高
ST
高出4.1%
5.2%
自由现金流更多
ST
多$181.1M
$-76.5M
两年增速更快
OII
近两年复合增速
-5.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $692.4M | $934.8M |
| 净利润 | $36.1M | $87.1M |
| 毛利率 | — | 30.6% |
| 营业利润率 | — | 15.1% |
| 净利率 | 5.2% | 9.3% |
| 营收同比 | 2.7% | 2.6% |
| 净利润同比 | -79.7% | 24.6% |
| 每股收益（稀释后） | $0.36 | $0.59 |
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OIIST
| Q1 26 | $692.4M | $934.8M | ||
| Q4 25 | $668.6M | $917.9M | ||
| Q3 25 | $742.9M | $932.0M | ||
| Q2 25 | $698.2M | $943.4M | ||
| Q1 25 | $674.5M | $911.3M | ||
| Q4 24 | $713.5M | $907.7M | ||
| Q3 24 | $679.8M | $982.8M | ||
| Q2 24 | $668.8M | $1.0B |
净利润OIIST
| Q1 26 | $36.1M | $87.1M | ||
| Q4 25 | $177.7M | $63.2M | ||
| Q3 25 | $71.3M | $-162.5M | ||
| Q2 25 | $54.4M | $60.7M | ||
| Q1 25 | $50.4M | $69.9M | ||
| Q4 24 | $56.1M | $5.8M | ||
| Q3 24 | $41.2M | $-25.0M | ||
| Q2 24 | $35.0M | $71.7M |
毛利率OIIST
| Q1 26 | — | 30.6% | ||
| Q4 25 | 19.8% | 29.0% | ||
| Q3 25 | 20.6% | 27.8% | ||
| Q2 25 | 21.3% | 30.3% | ||
| Q1 25 | 20.0% | 29.9% | ||
| Q4 24 | 19.9% | 27.1% | ||
| Q3 24 | 19.3% | 28.6% | ||
| Q2 24 | 18.0% | 30.0% |
营业利润率OIIST
| Q1 26 | — | 15.1% | ||
| Q4 25 | 9.8% | 10.9% | ||
| Q3 25 | 11.6% | -13.2% | ||
| Q2 25 | 11.3% | 14.6% | ||
| Q1 25 | 10.9% | 13.4% | ||
| Q4 24 | 10.9% | 8.1% | ||
| Q3 24 | 10.5% | -20.3% | ||
| Q2 24 | 9.0% | 12.5% |
净利率OIIST
| Q1 26 | 5.2% | 9.3% | ||
| Q4 25 | 26.6% | 6.9% | ||
| Q3 25 | 9.6% | -17.4% | ||
| Q2 25 | 7.8% | 6.4% | ||
| Q1 25 | 7.5% | 7.7% | ||
| Q4 24 | 7.9% | 0.6% | ||
| Q3 24 | 6.1% | -2.5% | ||
| Q2 24 | 5.2% | 6.9% |
每股收益（稀释后）OIIST
| Q1 26 | $0.36 | $0.59 | ||
| Q4 25 | $1.75 | $0.45 | ||
| Q3 25 | $0.71 | $-1.12 | ||
| Q2 25 | $0.54 | $0.41 | ||
| Q1 25 | $0.49 | $0.47 | ||
| Q4 24 | $0.55 | $0.05 | ||
| Q3 24 | $0.40 | $-0.17 | ||
| Q2 24 | $0.34 | $0.47 |
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 | — | $635.1M |
| 总债务越低越好 | $488.8M | — |
| 股东权益账面价值 | $1.1B | $2.9B |
| 总资产 | $2.6B | $6.8B |
| 负债/权益比越低杠杆越低 | 0.44× | — |
8季度趋势，按日历期对齐
现金及短期投资OIIST
| Q1 26 | — | $635.1M | ||
| Q4 25 | $695.9M | $573.0M | ||
| Q3 25 | $7.0M | $791.3M | ||
| Q2 25 | $7.0M | $661.8M | ||
| Q1 25 | $7.0M | $588.1M | ||
| Q4 24 | $504.5M | $593.7M | ||
| Q3 24 | — | $506.2M | ||
| Q2 24 | — | $1.0B |
总债务OIIST
| Q1 26 | $488.8M | — | ||
| Q4 25 | $487.4M | $2.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $482.0M | $3.2B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益OIIST
| Q1 26 | $1.1B | $2.9B | ||
| Q4 25 | $1.1B | $2.8B | ||
| Q3 25 | $907.7M | $2.7B | ||
| Q2 25 | $842.1M | $2.9B | ||
| Q1 25 | $773.1M | $2.8B | ||
| Q4 24 | $714.3M | $2.9B | ||
| Q3 24 | $698.0M | $3.0B | ||
| Q2 24 | $651.0M | $3.0B |
总资产OIIST
| Q1 26 | $2.6B | $6.8B | ||
| Q4 25 | $2.7B | $6.8B | ||
| Q3 25 | $2.5B | $7.1B | ||
| Q2 25 | $2.3B | $7.3B | ||
| Q1 25 | $2.3B | $7.2B | ||
| Q4 24 | $2.3B | $7.1B | ||
| Q3 24 | $2.4B | $7.3B | ||
| Q2 24 | $2.3B | $8.2B |
负债/权益比OIIST
| Q1 26 | 0.44× | — | ||
| Q4 25 | 0.46× | 1.02× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.67× | 1.11× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $122.5M |
| 自由现金流经营现金流 - 资本支出 | $-76.5M | $104.6M |
| 自由现金流率自由现金流/营收 | -11.1% | 11.2% |
| 资本支出强度资本支出/营收 | 2.5% | — |
| 现金转化率经营现金流/净利润 | — | 1.41× |
| 过去12个月自由现金流最近4个季度 | $238.1M | $508.3M |
8季度趋势，按日历期对齐
经营现金流OIIST
| Q1 26 | — | $122.5M | ||
| Q4 25 | $221.1M | $201.5M | ||
| Q3 25 | $101.3M | $159.9M | ||
| Q2 25 | $77.2M | $140.9M | ||
| Q1 25 | $-80.7M | $119.2M | ||
| Q4 24 | $128.4M | $170.7M | ||
| Q3 24 | $91.9M | $130.9M | ||
| Q2 24 | $52.6M | $143.5M |
自由现金流OIIST
| Q1 26 | $-76.5M | $104.6M | ||
| Q4 25 | $190.7M | $151.9M | ||
| Q3 25 | $77.0M | $136.2M | ||
| Q2 25 | $46.9M | $115.5M | ||
| Q1 25 | $-106.8M | $86.6M | ||
| Q4 24 | $94.5M | $138.9M | ||
| Q3 24 | $67.0M | $91.3M | ||
| Q2 24 | $29.8M | $98.4M |
自由现金流率OIIST
| Q1 26 | -11.1% | 11.2% | ||
| Q4 25 | 28.5% | 16.6% | ||
| Q3 25 | 10.4% | 14.6% | ||
| Q2 25 | 6.7% | 12.2% | ||
| Q1 25 | -15.8% | 9.5% | ||
| Q4 24 | 13.2% | 15.3% | ||
| Q3 24 | 9.9% | 9.3% | ||
| Q2 24 | 4.5% | 9.5% |
资本支出强度OIIST
| Q1 26 | 2.5% | — | ||
| Q4 25 | 4.6% | 5.4% | ||
| Q3 25 | 3.3% | 2.5% | ||
| Q2 25 | 4.3% | 2.7% | ||
| Q1 25 | 3.9% | 3.6% | ||
| Q4 24 | 4.7% | 3.5% | ||
| Q3 24 | 3.7% | 4.0% | ||
| Q2 24 | 3.4% | 4.4% |
现金转化率OIIST
| Q1 26 | — | 1.41× | ||
| Q4 25 | 1.24× | 3.19× | ||
| Q3 25 | 1.42× | — | ||
| Q2 25 | 1.42× | 2.32× | ||
| Q1 25 | -1.60× | 1.70× | ||
| Q4 24 | 2.29× | 29.50× | ||
| Q3 24 | 2.23× | — | ||
| Q2 24 | 1.50× | 2.00× |
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
OII
| Backlog at end of period | $492.0M | 71% |
| Other | $162.8M | 24% |
| ROV days available | $22.5M | 3% |
| ROV days utilized | $15.1M | 2% |
ST
暂无分部数据
