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越洋钻探（RIG）与瑞思迈（RMD）财务数据对比。点击上方公司名可切换其他公司
瑞思迈的季度营收约是越洋钻探的1.4倍（$1.4B vs $1.0B），瑞思迈净利率更高（27.6% vs 2.4%，领先25.2%），瑞思迈同比增速更快（11.0% vs 9.6%），过去两年越洋钻探的营收复合增速更高（16.9% vs 7.9%）
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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业，主打可接入云端的呼吸类医疗设备，用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病，新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
RIG vs RMD — 直观对比
营收规模更大
RMD
是对方的1.4倍
$1.0B
营收增速更快
RMD
高出1.4%
9.6%
净利率更高
RMD
高出25.2%
2.4%
两年增速更快
RIG
近两年复合增速
7.9%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $1.4B |
| 净利润 | $25.0M | $392.6M |
| 毛利率 | 42.0% | 61.8% |
| 营业利润率 | 23.0% | 34.6% |
| 净利率 | 2.4% | 27.6% |
| 营收同比 | 9.6% | 11.0% |
| 净利润同比 | 257.1% | 13.9% |
| 每股收益（稀释后） | $0.13 | $2.68 |
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RIGRMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $1.0B | $1.4B | ||
| Q3 25 | $1.0B | $1.3B | ||
| Q2 25 | $988.0M | $1.3B | ||
| Q1 25 | $906.0M | $1.3B | ||
| Q4 24 | $952.0M | $1.3B | ||
| Q3 24 | $948.0M | $1.2B | ||
| Q2 24 | $861.0M | $1.2B |
净利润RIGRMD
| Q2 26 | — | $392.6M | ||
| Q4 25 | $25.0M | $392.6M | ||
| Q3 25 | $-1.9B | $348.5M | ||
| Q2 25 | $-938.0M | $379.7M | ||
| Q1 25 | $-79.0M | $365.0M | ||
| Q4 24 | $7.0M | $344.6M | ||
| Q3 24 | $-494.0M | $311.4M | ||
| Q2 24 | $-123.0M | $292.2M |
毛利率RIGRMD
| Q2 26 | — | 61.8% | ||
| Q4 25 | 42.0% | 61.8% | ||
| Q3 25 | 43.2% | 61.5% | ||
| Q2 25 | 39.4% | 60.8% | ||
| Q1 25 | 31.8% | 59.3% | ||
| Q4 24 | 39.2% | 58.6% | ||
| Q3 24 | 40.6% | 58.6% | ||
| Q2 24 | 38.0% | 58.5% |
营业利润率RIGRMD
| Q2 26 | — | 34.6% | ||
| Q4 25 | 23.0% | 34.6% | ||
| Q3 25 | -163.1% | 33.4% | ||
| Q2 25 | -97.6% | 33.7% | ||
| Q1 25 | 7.1% | 33.0% | ||
| Q4 24 | 13.7% | 32.5% | ||
| Q3 24 | -51.2% | 31.6% | ||
| Q2 24 | -6.9% | 31.2% |
净利率RIGRMD
| Q2 26 | — | 27.6% | ||
| Q4 25 | 2.4% | 27.6% | ||
| Q3 25 | -187.1% | 26.1% | ||
| Q2 25 | -94.9% | 28.2% | ||
| Q1 25 | -8.7% | 28.3% | ||
| Q4 24 | 0.7% | 26.9% | ||
| Q3 24 | -52.1% | 25.4% | ||
| Q2 24 | -14.3% | 23.9% |
每股收益（稀释后）RIGRMD
| Q2 26 | — | $2.68 | ||
| Q4 25 | $0.13 | $2.68 | ||
| Q3 25 | $-2.00 | $2.37 | ||
| Q2 25 | $-1.06 | $2.58 | ||
| Q1 25 | $-0.11 | $2.48 | ||
| Q4 24 | $-0.14 | $2.34 | ||
| Q3 24 | $-0.58 | $2.11 | ||
| Q2 24 | $-0.15 | $1.97 |
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 | $1.4B |
| 总债务越低越好 | $5.2B | $663.8M |
| 股东权益账面价值 | $8.1B | $6.3B |
| 总资产 | $15.6B | $8.5B |
| 负债/权益比越低杠杆越低 | 0.64× | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资RIGRMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $620.0M | $1.4B | ||
| Q3 25 | $833.0M | $1.4B | ||
| Q2 25 | $377.0M | $1.2B | ||
| Q1 25 | $263.0M | $932.7M | ||
| Q4 24 | $560.0M | $521.9M | ||
| Q3 24 | $435.0M | $426.4M | ||
| Q2 24 | $475.0M | $238.4M |
总债务RIGRMD
| Q2 26 | — | $663.8M | ||
| Q4 25 | $5.2B | $403.9M | ||
| Q3 25 | $4.8B | $408.7M | ||
| Q2 25 | $5.9B | $658.4M | ||
| Q1 25 | $5.9B | $663.1M | ||
| Q4 24 | $6.2B | $662.9M | ||
| Q3 24 | $6.5B | $667.6M | ||
| Q2 24 | $6.8B | $697.3M |
股东权益RIGRMD
| Q2 26 | — | $6.3B | ||
| Q4 25 | $8.1B | $6.3B | ||
| Q3 25 | $8.1B | $6.1B | ||
| Q2 25 | $9.4B | $6.0B | ||
| Q1 25 | $10.2B | $5.5B | ||
| Q4 24 | $10.3B | $5.3B | ||
| Q3 24 | $10.2B | $5.2B | ||
| Q2 24 | $10.7B | $4.9B |
总资产RIGRMD
| Q2 26 | — | $8.5B | ||
| Q4 25 | $15.6B | $8.5B | ||
| Q3 25 | $16.2B | $8.3B | ||
| Q2 25 | $17.8B | $8.2B | ||
| Q1 25 | $19.0B | $7.6B | ||
| Q4 24 | $19.4B | $7.1B | ||
| Q3 24 | $19.5B | $7.2B | ||
| Q2 24 | $20.3B | $6.9B |
负债/权益比RIGRMD
| Q2 26 | — | 0.11× | ||
| Q4 25 | 0.64× | 0.06× | ||
| Q3 25 | 0.60× | 0.07× | ||
| Q2 25 | 0.63× | 0.11× | ||
| Q1 25 | 0.58× | 0.12× | ||
| Q4 24 | 0.60× | 0.13× | ||
| Q3 24 | 0.64× | 0.13× | ||
| Q2 24 | 0.63× | 0.14× |
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RIGRMD
| Q2 26 | — | — | ||
| Q4 25 | $349.0M | $339.7M | ||
| Q3 25 | $246.0M | $457.3M | ||
| Q2 25 | $128.0M | $538.8M | ||
| Q1 25 | $26.0M | $578.7M | ||
| Q4 24 | $206.0M | $308.6M | ||
| Q3 24 | $194.0M | $325.5M | ||
| Q2 24 | $133.0M | $440.1M |
自由现金流RIGRMD
| Q2 26 | — | — | ||
| Q4 25 | $321.0M | $311.2M | ||
| Q3 25 | $235.0M | $414.4M | ||
| Q2 25 | $104.0M | $508.2M | ||
| Q1 25 | $-34.0M | $557.9M | ||
| Q4 24 | $177.0M | $288.0M | ||
| Q3 24 | $136.0M | $307.7M | ||
| Q2 24 | $49.0M | $415.2M |
自由现金流率RIGRMD
| Q2 26 | — | — | ||
| Q4 25 | 30.8% | 21.9% | ||
| Q3 25 | 22.9% | 31.0% | ||
| Q2 25 | 10.5% | 37.7% | ||
| Q1 25 | -3.8% | 43.2% | ||
| Q4 24 | 18.6% | 22.5% | ||
| Q3 24 | 14.3% | 25.1% | ||
| Q2 24 | 5.7% | 33.9% |
资本支出强度RIGRMD
| Q2 26 | — | — | ||
| Q4 25 | 2.7% | 2.0% | ||
| Q3 25 | 1.1% | 3.2% | ||
| Q2 25 | 2.4% | 2.3% | ||
| Q1 25 | 6.6% | 1.6% | ||
| Q4 24 | 3.0% | 1.6% | ||
| Q3 24 | 6.1% | 1.5% | ||
| Q2 24 | 9.8% | 2.0% |
现金转化率RIGRMD
| Q2 26 | — | — | ||
| Q4 25 | 13.96× | 0.87× | ||
| Q3 25 | — | 1.31× | ||
| Q2 25 | — | 1.42× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | 29.43× | 0.90× | ||
| Q3 24 | — | 1.05× | ||
| Q2 24 | — | 1.51× |
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
RIG
| Ultra Deepwater Floaters | $433.0M | 42% |
| BR | $236.0M | 23% |
| Other Geographical | $211.0M | 20% |
| Harsh Environment Floaters | $163.0M | 16% |
RMD
暂无分部数据
