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ENTERPRISE PRODUCTS PARTNERS L.P.(EPD)とNGL Energy Partners LP(NGL)の財務データ比較。上の社名をクリックして会社を切り替えられます
ENTERPRISE PRODUCTS PARTNERS L.P.の直近四半期売上が大きい($13.8B vs $909.8M、NGL Energy Partners LPの約15.2倍)。ENTERPRISE PRODUCTS PARTNERS L.P.の純利益率が高く(11.9% vs 5.2%、差は6.7%)。ENTERPRISE PRODUCTS PARTNERS L.P.の前年同期比売上増加率が高い(-2.9% vs -41.3%)。過去8四半期でENTERPRISE PRODUCTS PARTNERS L.P.の売上複合成長率が高い(-3.3% vs -6.4%)
エンタープライズ・プロダクツ・パートナーズLPは米国テキサス州ヒューストンに本社を置く中流エネルギー企業で、天然ガスと原油のパイプライン事業を中心に展開している。2004年9月にガルフテラを買収し、2018年の米国フォーチュン500で第105位にランクインし、ダン・ダンカンが2010年死去するまで同社の筆頭株主だった。
NGLエナジーパートナーズLPは米国を本拠とする中流エネルギーサービス企業で、原油・天然ガス液・再生可能燃料の輸送・保管・ロジスティクスサービスのほか、上流エネルギー生産者向け水管理ソリューションを提供し、主に北米市場で事業を展開している。
EPD vs NGL — 直接比較
損益計算書 — Q4 2025 vs Q3 2026
| 指標 | ||
|---|---|---|
| 売上 | $13.8B | $909.8M |
| 純利益 | $1.6B | $47.2M |
| 粗利率 | 27.0% | 29.0% |
| 営業利益率 | 14.7% | 12.1% |
| 純利益率 | 11.9% | 5.2% |
| 売上前年比 | -2.9% | -41.3% |
| 純利益前年比 | 1.5% | 249.3% |
| EPS(希薄化後) | — | — |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $13.8B | $909.8M | ||
| Q3 25 | $12.0B | $674.7M | ||
| Q2 25 | $11.4B | $622.2M | ||
| Q1 25 | $15.4B | $971.1M | ||
| Q4 24 | $14.2B | $982.4M | ||
| Q3 24 | $13.8B | $756.5M | ||
| Q2 24 | $13.5B | $759.2M | ||
| Q1 24 | $14.8B | $1.0B |
| Q4 25 | $1.6B | $47.2M | ||
| Q3 25 | $1.3B | $29.3M | ||
| Q2 25 | $1.4B | $68.9M | ||
| Q1 25 | $1.4B | $13.7M | ||
| Q4 24 | $1.6B | $13.5M | ||
| Q3 24 | $1.4B | $2.5M | ||
| Q2 24 | $1.4B | $9.7M | ||
| Q1 24 | $1.5B | $-236.8M |
| Q4 25 | 27.0% | 29.0% | ||
| Q3 25 | 28.6% | 37.6% | ||
| Q2 25 | 30.5% | 38.5% | ||
| Q1 25 | 22.1% | 26.9% | ||
| Q4 24 | 25.3% | 25.1% | ||
| Q3 24 | 24.6% | 30.9% | ||
| Q2 24 | 24.5% | 29.0% | ||
| Q1 24 | 22.7% | 21.8% |
| Q4 25 | 14.7% | 12.1% | ||
| Q3 25 | 14.0% | 14.0% | ||
| Q2 25 | 15.8% | 15.7% | ||
| Q1 25 | 11.4% | 8.4% | ||
| Q4 24 | 13.9% | 8.6% | ||
| Q3 24 | 12.9% | 10.8% | ||
| Q2 24 | 13.1% | 10.8% | ||
| Q1 24 | 12.3% | -9.4% |
| Q4 25 | 11.9% | 5.2% | ||
| Q3 25 | 11.1% | 4.3% | ||
| Q2 25 | 12.6% | 11.1% | ||
| Q1 25 | 9.0% | 1.4% | ||
| Q4 24 | 11.4% | 1.4% | ||
| Q3 24 | 10.3% | 0.3% | ||
| Q2 24 | 10.4% | 1.3% | ||
| Q1 24 | 9.9% | -22.8% |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | ||
|---|---|---|
| 現金・短期投資手元流動性 | $969.0M | $6.5M |
| 総負債低いほど良い | — | $2.9B |
| 株主資本純資産 | — | — |
| 総資産 | $77.9B | $4.4B |
| 負債/資本比率低いほどレバレッジが低い | — | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $969.0M | $6.5M | ||
| Q3 25 | $206.0M | $8.7M | ||
| Q2 25 | $870.0M | $5.4M | ||
| Q1 25 | $220.0M | $13.5M | ||
| Q4 24 | $583.0M | $5.7M | ||
| Q3 24 | $1.4B | $4.5M | ||
| Q2 24 | $138.0M | $5.3M | ||
| Q1 24 | $283.0M | $38.9M |
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | — | $2.9B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | — | $3.1B | ||
| Q2 24 | — | $3.0B | ||
| Q1 24 | — | $2.9B |
| Q4 25 | $77.9B | $4.4B | ||
| Q3 25 | $77.8B | $4.3B | ||
| Q2 25 | $77.4B | $4.2B | ||
| Q1 25 | $75.4B | $4.6B | ||
| Q4 24 | $77.2B | $4.8B | ||
| Q3 24 | $75.1B | $4.9B | ||
| Q2 24 | $73.6B | $4.8B | ||
| Q1 24 | $71.4B | $5.0B |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | ||
|---|---|---|
| 営業キャッシュフロー直近四半期 | $2.5B | $182.3M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $45.7M |
| FCFマージンFCF / 売上 | — | 5.0% |
| 設備投資強度設備投資 / 売上 | — | 15.0% |
| キャッシュ転換率営業CF / 純利益 | 1.50× | 3.86× |
| 直近12ヶ月FCF直近4四半期 | — | $126.7M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $2.5B | $182.3M | ||
| Q3 25 | $1.7B | $40.5M | ||
| Q2 25 | $2.1B | $33.2M | ||
| Q1 25 | $2.3B | $155.0M | ||
| Q4 24 | $2.4B | $153.8M | ||
| Q3 24 | $2.1B | $6.7M | ||
| Q2 24 | $1.6B | $-18.1M | ||
| Q1 24 | $2.1B | $152.2M |
| Q4 25 | — | $45.7M | ||
| Q3 25 | — | $9.5M | ||
| Q2 25 | $762.0M | $11.1M | ||
| Q1 25 | $1.3B | $60.4M | ||
| Q4 24 | $1.3B | $152.1M | ||
| Q3 24 | $898.0M | $-82.9M | ||
| Q2 24 | $310.0M | $-78.0M | ||
| Q1 24 | $1.1B | $119.8M |
| Q4 25 | — | 5.0% | ||
| Q3 25 | — | 1.4% | ||
| Q2 25 | 6.7% | 1.8% | ||
| Q1 25 | 8.1% | 6.2% | ||
| Q4 24 | 9.1% | 15.5% | ||
| Q3 24 | 6.5% | -11.0% | ||
| Q2 24 | 2.3% | -10.3% | ||
| Q1 24 | 7.2% | 11.5% |
| Q4 25 | — | 15.0% | ||
| Q3 25 | — | 4.6% | ||
| Q2 25 | 11.4% | 3.6% | ||
| Q1 25 | 6.9% | 9.7% | ||
| Q4 24 | 7.5% | 0.2% | ||
| Q3 24 | 8.5% | 11.8% | ||
| Q2 24 | 9.4% | 7.9% | ||
| Q1 24 | 7.1% | 3.1% |
| Q4 25 | 1.50× | 3.86× | ||
| Q3 25 | 1.30× | 1.38× | ||
| Q2 25 | 1.44× | 0.48× | ||
| Q1 25 | 1.66× | 11.29× | ||
| Q4 24 | 1.46× | 11.39× | ||
| Q3 24 | 1.46× | 2.74× | ||
| Q2 24 | 1.12× | -1.87× | ||
| Q1 24 | 1.45× | — |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
EPD
| Sales Of Crude Oil | $5.2B | 37% |
| Sales Of NG Ls And Related Products | $4.3B | 31% |
| Petrochemical And Refined Products Services | $2.3B | 17% |
| Oil And Gas Service | $740.0M | 5% |
| Sales Of Natural Gas | $462.0M | 3% |
| Transportation | $365.0M | 3% |
| Natural Gas Processing And Fractionation | $272.0M | 2% |
| Equity Method Investee | $14.0M | 0% |
NGL
| Water Solutions Segment | $208.6M | 23% |
| Services | $193.3M | 21% |
| Butane | $192.5M | 21% |
| Service Fees | $182.8M | 20% |
| Public Utilities Inventory Propane | $93.9M | 10% |
| Crude Oil | $23.3M | 3% |
| Crude Oil Transportation And Other | $6.5M | 1% |
| Liquids Logistics Segment | $2.5M | 0% |
| Crude Oil Logistics Segment | $1.2M | 0% |