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越洋钻探（RIG）与Rackspace Technology, Inc.（RXT）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Rackspace Technology, Inc.的1.5倍（$1.0B vs $682.8M），越洋钻探净利率更高（2.4% vs -4.8%，领先7.2%），越洋钻探同比增速更快（9.6% vs -0.4%），越洋钻探自由现金流更多（$321.0M vs $56.0M），过去两年越洋钻探的营收复合增速更高（16.9% vs -0.6%）
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。
Rackspace Technology, Inc.是总部位于美国得克萨斯州圣安东尼奥的云计算企业，在弗吉尼亚州雷斯顿以及澳大利亚、加拿大、英国、印度、迪拜、瑞士、荷兰、德国、新加坡、墨西哥、中国香港等多个国家和地区设有办事处，数据中心分布于全球多个主要城市，为客户提供专业的云计算相关服务。
RIG vs RXT — 直观对比
营收规模更大
RIG
是对方的1.5倍
$682.8M
营收增速更快
RIG
高出10.0%
-0.4%
净利率更高
RIG
高出7.2%
-4.8%
自由现金流更多
RIG
多$265.0M
$56.0M
两年增速更快
RIG
近两年复合增速
-0.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $682.8M |
| 净利润 | $25.0M | $-32.7M |
| 毛利率 | 42.0% | 17.6% |
| 营业利润率 | 23.0% | -0.5% |
| 净利率 | 2.4% | -4.8% |
| 营收同比 | 9.6% | -0.4% |
| 净利润同比 | 257.1% | 41.6% |
| 每股收益（稀释后） | $0.13 | $-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RIGRXT
| Q4 25 | $1.0B | $682.8M | ||
| Q3 25 | $1.0B | $671.2M | ||
| Q2 25 | $988.0M | $666.3M | ||
| Q1 25 | $906.0M | $665.4M | ||
| Q4 24 | $952.0M | $685.6M | ||
| Q3 24 | $948.0M | $675.8M | ||
| Q2 24 | $861.0M | $684.9M | ||
| Q1 24 | $763.0M | $690.8M |
净利润RIGRXT
| Q4 25 | $25.0M | $-32.7M | ||
| Q3 25 | $-1.9B | $-67.1M | ||
| Q2 25 | $-938.0M | $-54.5M | ||
| Q1 25 | $-79.0M | $-71.5M | ||
| Q4 24 | $7.0M | $-56.0M | ||
| Q3 24 | $-494.0M | $-186.6M | ||
| Q2 24 | $-123.0M | $25.0M | ||
| Q1 24 | $98.0M | $-640.6M |
毛利率RIGRXT
| Q4 25 | 42.0% | 17.6% | ||
| Q3 25 | 43.2% | 19.4% | ||
| Q2 25 | 39.4% | 19.4% | ||
| Q1 25 | 31.8% | 19.1% | ||
| Q4 24 | 39.2% | 19.2% | ||
| Q3 24 | 40.6% | 20.3% | ||
| Q2 24 | 38.0% | 19.2% | ||
| Q1 24 | 31.5% | 19.2% |
营业利润率RIGRXT
| Q4 25 | 23.0% | -0.5% | ||
| Q3 25 | -163.1% | -5.1% | ||
| Q2 25 | -97.6% | -3.8% | ||
| Q1 25 | 7.1% | -5.8% | ||
| Q4 24 | 13.7% | -4.2% | ||
| Q3 24 | -51.2% | -25.7% | ||
| Q2 24 | -6.9% | -7.9% | ||
| Q1 24 | -0.4% | -94.5% |
净利率RIGRXT
| Q4 25 | 2.4% | -4.8% | ||
| Q3 25 | -187.1% | -10.0% | ||
| Q2 25 | -94.9% | -8.2% | ||
| Q1 25 | -8.7% | -10.7% | ||
| Q4 24 | 0.7% | -8.2% | ||
| Q3 24 | -52.1% | -27.6% | ||
| Q2 24 | -14.3% | 3.7% | ||
| Q1 24 | 12.8% | -92.7% |
每股收益（稀释后）RIGRXT
| Q4 25 | $0.13 | $-0.13 | ||
| Q3 25 | $-2.00 | $-0.28 | ||
| Q2 25 | $-1.06 | $-0.23 | ||
| Q1 25 | $-0.11 | $-0.31 | ||
| Q4 24 | $-0.14 | $-0.20 | ||
| Q3 24 | $-0.58 | $-0.82 | ||
| Q2 24 | $-0.15 | $0.11 | ||
| Q1 24 | $0.11 | $-2.91 |
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 | $105.8M |
| 总债务越低越好 | $5.2B | $2.7B |
| 股东权益账面价值 | $8.1B | $-1.2B |
| 总资产 | $15.6B | $2.8B |
| 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RIGRXT
| Q4 25 | $620.0M | $105.8M | ||
| Q3 25 | $833.0M | $99.5M | ||
| Q2 25 | $377.0M | $103.9M | ||
| Q1 25 | $263.0M | $128.0M | ||
| Q4 24 | $560.0M | $144.0M | ||
| Q3 24 | $435.0M | $157.1M | ||
| Q2 24 | $475.0M | $190.2M | ||
| Q1 24 | $446.0M | $282.6M |
总债务RIGRXT
| Q4 25 | $5.2B | $2.7B | ||
| Q3 25 | $4.8B | $2.8B | ||
| Q2 25 | $5.9B | $2.8B | ||
| Q1 25 | $5.9B | $2.8B | ||
| Q4 24 | $6.2B | $2.8B | ||
| Q3 24 | $6.5B | $2.8B | ||
| Q2 24 | $6.8B | $2.9B | ||
| Q1 24 | $6.8B | $3.0B |
股东权益RIGRXT
| Q4 25 | $8.1B | $-1.2B | ||
| Q3 25 | $8.1B | $-1.2B | ||
| Q2 25 | $9.4B | $-1.1B | ||
| Q1 25 | $10.2B | $-1.1B | ||
| Q4 24 | $10.3B | $-1.0B | ||
| Q3 24 | $10.2B | $-949.7M | ||
| Q2 24 | $10.7B | $-756.2M | ||
| Q1 24 | $10.5B | $-787.2M |
总资产RIGRXT
| Q4 25 | $15.6B | $2.8B | ||
| Q3 25 | $16.2B | $2.8B | ||
| Q2 25 | $17.8B | $2.9B | ||
| Q1 25 | $19.0B | $3.0B | ||
| Q4 24 | $19.4B | $3.1B | ||
| Q3 24 | $19.5B | $3.1B | ||
| Q2 24 | $20.3B | $3.4B | ||
| Q1 24 | $19.9B | $3.5B |
负债/权益比RIGRXT
| Q4 25 | 0.64× | — | ||
| Q3 25 | 0.60× | — | ||
| Q2 25 | 0.63× | — | ||
| Q1 25 | 0.58× | — | ||
| Q4 24 | 0.60× | — | ||
| Q3 24 | 0.64× | — | ||
| Q2 24 | 0.63× | — | ||
| Q1 24 | 0.65× | — |
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 | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $321.0M | $56.0M |
| 自由现金流率自由现金流/营收 | 30.8% | 8.2% |
| 资本支出强度资本支出/营收 | 2.7% | 0.5% |
| 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 | $90.6M |
8季度趋势，按日历期对齐
经营现金流RIGRXT
| Q4 25 | $349.0M | $59.7M | ||
| Q3 25 | $246.0M | $70.7M | ||
| Q2 25 | $128.0M | $8.4M | ||
| Q1 25 | $26.0M | $12.6M | ||
| Q4 24 | $206.0M | $54.3M | ||
| Q3 24 | $194.0M | $51.8M | ||
| Q2 24 | $133.0M | $24.1M | ||
| Q1 24 | $-86.0M | $-90.3M |
自由现金流RIGRXT
| Q4 25 | $321.0M | $56.0M | ||
| Q3 25 | $235.0M | $42.7M | ||
| Q2 25 | $104.0M | $-12.4M | ||
| Q1 25 | $-34.0M | $4.3M | ||
| Q4 24 | $177.0M | $34.4M | ||
| Q3 24 | $136.0M | $27.3M | ||
| Q2 24 | $49.0M | $-14.5M | ||
| Q1 24 | $-169.0M | $-118.4M |
自由现金流率RIGRXT
| Q4 25 | 30.8% | 8.2% | ||
| Q3 25 | 22.9% | 6.4% | ||
| Q2 25 | 10.5% | -1.9% | ||
| Q1 25 | -3.8% | 0.6% | ||
| Q4 24 | 18.6% | 5.0% | ||
| Q3 24 | 14.3% | 4.0% | ||
| Q2 24 | 5.7% | -2.1% | ||
| Q1 24 | -22.1% | -17.1% |
资本支出强度RIGRXT
| Q4 25 | 2.7% | 0.5% | ||
| Q3 25 | 1.1% | 4.2% | ||
| Q2 25 | 2.4% | 3.1% | ||
| Q1 25 | 6.6% | 1.2% | ||
| Q4 24 | 3.0% | 2.9% | ||
| Q3 24 | 6.1% | 3.6% | ||
| Q2 24 | 9.8% | 5.6% | ||
| Q1 24 | 10.9% | 4.1% |
现金转化率RIGRXT
| Q4 25 | 13.96× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 29.43× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.96× | ||
| Q1 24 | -0.88× | — |
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% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
