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OCEANEERING INTERNATIONAL INC（OII）与Ubiquiti Inc.（UI）财务数据对比。点击上方公司名可切换其他公司
Ubiquiti Inc.的季度营收约是OCEANEERING INTERNATIONAL INC的1.2倍（$814.9M vs $692.4M），Ubiquiti Inc.净利率更高（28.7% vs 5.2%，领先23.5%），Ubiquiti Inc.同比增速更快（35.8% vs 3.6%），Ubiquiti Inc.自由现金流更多（$260.3M vs $-76.5M），过去两年Ubiquiti Inc.的营收复合增速更高（28.6% vs 1.8%）
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。
Ubiquiti Inc.是一家美国科技企业，2003年于加利福尼亚州圣何塞成立，目前总部位于纽约。公司旗下拥有多个品牌，主营面向企业及家庭用户的有线、无线数据通信产品的研发、生产与销售。
OII vs UI — 直观对比
营收规模更大
UI
是对方的1.2倍
$692.4M
营收增速更快
UI
高出32.3%
3.6%
净利率更高
UI
高出23.5%
5.2%
自由现金流更多
UI
多$336.8M
$-76.5M
两年增速更快
UI
近两年复合增速
1.8%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $692.4M | $814.9M |
| 净利润 | $36.1M | $233.6M |
| 毛利率 | — | 45.9% |
| 营业利润率 | — | 35.9% |
| 净利率 | 5.2% | 28.7% |
| 营收同比 | 3.6% | 35.8% |
| 净利润同比 | -28.3% | 70.8% |
| 每股收益（稀释后） | $0.36 | $3.86 |
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OIIUI
| Q1 26 | $692.4M | — | ||
| Q4 25 | $668.6M | $814.9M | ||
| Q3 25 | $742.9M | $733.8M | ||
| Q2 25 | $698.2M | $759.2M | ||
| Q1 25 | $674.5M | $664.2M | ||
| Q4 24 | $713.5M | $599.9M | ||
| Q3 24 | $679.8M | $550.3M | ||
| Q2 24 | $668.8M | $507.5M |
净利润OIIUI
| Q1 26 | $36.1M | — | ||
| Q4 25 | $177.7M | $233.6M | ||
| Q3 25 | $71.3M | $207.9M | ||
| Q2 25 | $54.4M | $266.7M | ||
| Q1 25 | $50.4M | $180.4M | ||
| Q4 24 | $56.1M | $136.8M | ||
| Q3 24 | $41.2M | $128.0M | ||
| Q2 24 | $35.0M | $103.8M |
毛利率OIIUI
| Q1 26 | — | — | ||
| Q4 25 | 19.8% | 45.9% | ||
| Q3 25 | 20.6% | 46.0% | ||
| Q2 25 | 21.3% | 45.1% | ||
| Q1 25 | 20.0% | 44.5% | ||
| Q4 24 | 19.9% | 41.2% | ||
| Q3 24 | 19.3% | 42.1% | ||
| Q2 24 | 18.0% | 40.2% |
营业利润率OIIUI
| Q1 26 | — | — | ||
| Q4 25 | 9.8% | 35.9% | ||
| Q3 25 | 11.6% | 35.7% | ||
| Q2 25 | 11.3% | 34.4% | ||
| Q1 25 | 10.9% | 34.2% | ||
| Q4 24 | 10.9% | 29.8% | ||
| Q3 24 | 10.5% | 30.7% | ||
| Q2 24 | 9.0% | 27.3% |
净利率OIIUI
| Q1 26 | 5.2% | — | ||
| Q4 25 | 26.6% | 28.7% | ||
| Q3 25 | 9.6% | 28.3% | ||
| Q2 25 | 7.8% | 35.1% | ||
| Q1 25 | 7.5% | 27.2% | ||
| Q4 24 | 7.9% | 22.8% | ||
| Q3 24 | 6.1% | 23.3% | ||
| Q2 24 | 5.2% | 20.5% |
每股收益（稀释后）OIIUI
| Q1 26 | $0.36 | — | ||
| Q4 25 | $1.75 | $3.86 | ||
| Q3 25 | $0.71 | $3.43 | ||
| Q2 25 | $0.54 | $4.40 | ||
| Q1 25 | $0.49 | $2.98 | ||
| Q4 24 | $0.55 | $2.26 | ||
| Q3 24 | $0.40 | $2.12 | ||
| Q2 24 | $0.34 | $1.72 |
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 | — | $302.8M |
| 总债务越低越好 | $488.8M | $47.5M |
| 股东权益账面价值 | $1.1B | $1.0B |
| 总资产 | $2.6B | $1.6B |
| 负债/权益比越低杠杆越低 | 0.44× | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资OIIUI
| Q1 26 | — | — | ||
| Q4 25 | $695.9M | $302.8M | ||
| Q3 25 | $7.0M | $177.2M | ||
| Q2 25 | $7.0M | $149.7M | ||
| Q1 25 | $7.0M | $151.0M | ||
| Q4 24 | $504.5M | $133.1M | ||
| Q3 24 | — | $165.2M | ||
| Q2 24 | — | $126.3M |
总债务OIIUI
| Q1 26 | $488.8M | — | ||
| Q4 25 | $487.4M | $47.5M | ||
| Q3 25 | — | $133.8M | ||
| Q2 25 | — | $250.0M | ||
| Q1 25 | — | $340.0M | ||
| Q4 24 | $482.0M | $406.3M | ||
| Q3 24 | — | $552.5M | ||
| Q2 24 | — | $708.1M |
股东权益OIIUI
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.0B | ||
| Q3 25 | $907.7M | $828.4M | ||
| Q2 25 | $842.1M | $668.3M | ||
| Q1 25 | $773.1M | $436.1M | ||
| Q4 24 | $714.3M | $290.4M | ||
| Q3 24 | $698.0M | $188.1M | ||
| Q2 24 | $651.0M | $95.1M |
总资产OIIUI
| Q1 26 | $2.6B | — | ||
| Q4 25 | $2.7B | $1.6B | ||
| Q3 25 | $2.5B | $1.5B | ||
| Q2 25 | $2.3B | $1.5B | ||
| Q1 25 | $2.3B | $1.3B | ||
| Q4 24 | $2.3B | $1.2B | ||
| Q3 24 | $2.4B | $1.2B | ||
| Q2 24 | $2.3B | $1.2B |
负债/权益比OIIUI
| Q1 26 | 0.44× | — | ||
| Q4 25 | 0.46× | 0.05× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | — | 0.37× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | 0.67× | 1.40× | ||
| Q3 24 | — | 2.94× | ||
| Q2 24 | — | 7.45× |
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 | — | $263.9M |
| 自由现金流经营现金流 - 资本支出 | $-76.5M | $260.3M |
| 自由现金流率自由现金流/营收 | -11.1% | 31.9% |
| 资本支出强度资本支出/营收 | 2.5% | 0.4% |
| 现金转化率经营现金流/净利润 | — | 1.13× |
| 过去12个月自由现金流最近4个季度 | $238.1M | $699.5M |
8季度趋势，按日历期对齐
经营现金流OIIUI
| Q1 26 | — | — | ||
| Q4 25 | $221.1M | $263.9M | ||
| Q3 25 | $101.3M | $198.5M | ||
| Q2 25 | $77.2M | $130.4M | ||
| Q1 25 | $-80.7M | $123.6M | ||
| Q4 24 | $128.4M | $152.4M | ||
| Q3 24 | $91.9M | $233.7M | ||
| Q2 24 | $52.6M | $231.4M |
自由现金流OIIUI
| Q1 26 | $-76.5M | — | ||
| Q4 25 | $190.7M | $260.3M | ||
| Q3 25 | $77.0M | $193.3M | ||
| Q2 25 | $46.9M | $125.2M | ||
| Q1 25 | $-106.8M | $120.7M | ||
| Q4 24 | $94.5M | $150.4M | ||
| Q3 24 | $67.0M | $231.1M | ||
| Q2 24 | $29.8M | $229.5M |
自由现金流率OIIUI
| Q1 26 | -11.1% | — | ||
| Q4 25 | 28.5% | 31.9% | ||
| Q3 25 | 10.4% | 26.3% | ||
| Q2 25 | 6.7% | 16.5% | ||
| Q1 25 | -15.8% | 18.2% | ||
| Q4 24 | 13.2% | 25.1% | ||
| Q3 24 | 9.9% | 42.0% | ||
| Q2 24 | 4.5% | 45.2% |
资本支出强度OIIUI
| Q1 26 | 2.5% | — | ||
| Q4 25 | 4.6% | 0.4% | ||
| Q3 25 | 3.3% | 0.7% | ||
| Q2 25 | 4.3% | 0.7% | ||
| Q1 25 | 3.9% | 0.4% | ||
| Q4 24 | 4.7% | 0.3% | ||
| Q3 24 | 3.7% | 0.5% | ||
| Q2 24 | 3.4% | 0.4% |
现金转化率OIIUI
| Q1 26 | — | — | ||
| Q4 25 | 1.24× | 1.13× | ||
| Q3 25 | 1.42× | 0.95× | ||
| Q2 25 | 1.42× | 0.49× | ||
| Q1 25 | -1.60× | 0.68× | ||
| Q4 24 | 2.29× | 1.11× | ||
| Q3 24 | 2.23× | 1.83× | ||
| Q2 24 | 1.50× | 2.23× |
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
暂无分部数据
UI
| Enterprise Technology | $729.0M | 89% |
| Service Provider Technology | $85.9M | 11% |
