vs
ProFrac Holding Corp.（ACDC）与Devon Energy（DVN）财务数据对比。点击上方公司名可切换其他公司
Devon Energy的季度营收约是ProFrac Holding Corp.的9.0倍（$3.9B vs $436.5M）。Devon Energy净利率更高（14.3% vs -33.2%，领先47.4%）。ProFrac Holding Corp.同比增速更快（-4.0% vs -12.3%）。Devon Energy自由现金流更多（$702.0M vs $12.9M）。过去两年Devon Energy的营收复合增速更高（2.6% vs -13.4%）
ProFrac Holding Corp.是一家领先的北美能源服务企业，主要为油气勘探开采企业提供水力压裂、完井及相关配套服务，核心客户覆盖美国、加拿大主要陆上页岩及常规油气产区的上游运营商。
Devon Energy是美国主营油气勘探开发的能源企业，注册地位于特拉华州，运营总部设在俄克拉荷马州俄克拉荷马市的50层Devon Energy中心，业务布局覆盖特拉华盆地、伊格尔福特产区及落基山脉区域。
ACDC vs DVN — 直观对比
营收规模更大
DVN
是对方的9.0倍
$436.5M
营收增速更快
ACDC
高出8.3%
-12.3%
净利率更高
DVN
高出47.4%
-33.2%
自由现金流更多
DVN
多$689.1M
$12.9M
两年增速更快
DVN
近两年复合增速
-13.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $436.5M | $3.9B |
| 净利润 | $-144.7M | $562.0M |
| 毛利率 | — | — |
| 营业利润率 | -24.9% | 19.0% |
| 净利率 | -33.2% | 14.3% |
| 营收同比 | -4.0% | -12.3% |
| 净利润同比 | -37.8% | -12.1% |
| 每股收益（稀释后） | $-0.83 | $0.90 |
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ACDCDVN
| Q4 25 | $436.5M | $3.9B | ||
| Q3 25 | $403.1M | $4.3B | ||
| Q2 25 | $501.9M | $4.0B | ||
| Q1 25 | $600.3M | $4.5B | ||
| Q4 24 | $454.7M | $4.5B | ||
| Q3 24 | $575.3M | $3.8B | ||
| Q2 24 | $579.4M | $3.9B | ||
| Q1 24 | $581.5M | $3.7B |
净利润ACDCDVN
| Q4 25 | $-144.7M | $562.0M | ||
| Q3 25 | $-100.9M | $687.0M | ||
| Q2 25 | $-105.9M | $899.0M | ||
| Q1 25 | $-17.5M | $494.0M | ||
| Q4 24 | $-105.0M | $639.0M | ||
| Q3 24 | $-45.2M | $812.0M | ||
| Q2 24 | $-66.7M | $844.0M | ||
| Q1 24 | $1.8M | $596.0M |
营业利润率ACDCDVN
| Q4 25 | -24.9% | 19.0% | ||
| Q3 25 | -19.5% | 21.5% | ||
| Q2 25 | -10.8% | 28.7% | ||
| Q1 25 | 2.7% | 14.2% | ||
| Q4 24 | -10.3% | 18.7% | ||
| Q3 24 | -0.7% | 28.0% | ||
| Q2 24 | -8.5% | 26.7% | ||
| Q1 24 | 6.9% | 20.5% |
净利率ACDCDVN
| Q4 25 | -33.2% | 14.3% | ||
| Q3 25 | -25.0% | 16.2% | ||
| Q2 25 | -21.1% | 22.2% | ||
| Q1 25 | -2.9% | 10.9% | ||
| Q4 24 | -23.1% | 14.2% | ||
| Q3 24 | -7.9% | 21.4% | ||
| Q2 24 | -11.5% | 21.7% | ||
| Q1 24 | 0.3% | 15.9% |
每股收益（稀释后）ACDCDVN
| Q4 25 | $-0.83 | $0.90 | ||
| Q3 25 | $-0.60 | $1.09 | ||
| Q2 25 | $-0.67 | $1.41 | ||
| Q1 25 | $-0.12 | $0.77 | ||
| Q4 24 | $-0.67 | $0.98 | ||
| Q3 24 | $-0.29 | $1.30 | ||
| Q2 24 | $-0.42 | $1.34 | ||
| Q1 24 | $0.00 | $0.94 |
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 | $22.9M | $1.4B |
| 总债务越低越好 | $832.7M | $8.4B |
| 股东权益账面价值 | $717.5M | $15.5B |
| 总资产 | $2.6B | $31.6B |
| 负债/权益比越低杠杆越低 | 1.16× | 0.54× |
8季度趋势，按日历期对齐
现金及短期投资ACDCDVN
| Q4 25 | $22.9M | $1.4B | ||
| Q3 25 | $58.0M | $1.2B | ||
| Q2 25 | $26.0M | $1.7B | ||
| Q1 25 | $16.0M | $1.2B | ||
| Q4 24 | $14.8M | $811.0M | ||
| Q3 24 | $25.5M | $645.0M | ||
| Q2 24 | $24.0M | $1.1B | ||
| Q1 24 | $28.3M | $1.1B |
总债务ACDCDVN
| Q4 25 | $832.7M | $8.4B | ||
| Q3 25 | $907.0M | $8.4B | ||
| Q2 25 | $941.9M | $8.9B | ||
| Q1 25 | $967.9M | $8.9B | ||
| Q4 24 | $936.1M | $8.9B | ||
| Q3 24 | $986.7M | $8.9B | ||
| Q2 24 | $1.0B | $6.1B | ||
| Q1 24 | $895.1M | $6.1B |
股东权益ACDCDVN
| Q4 25 | $717.5M | $15.5B | ||
| Q3 25 | $862.0M | $15.3B | ||
| Q2 25 | $875.5M | $15.1B | ||
| Q1 25 | $988.1M | $14.5B | ||
| Q4 24 | $1.0B | $14.5B | ||
| Q3 24 | $1.1B | $14.3B | ||
| Q2 24 | $1.1B | $12.6B | ||
| Q1 24 | $1.2B | $12.2B |
总资产ACDCDVN
| Q4 25 | $2.6B | $31.6B | ||
| Q3 25 | $2.7B | $31.2B | ||
| Q2 25 | $2.8B | $31.4B | ||
| Q1 25 | $3.0B | $30.9B | ||
| Q4 24 | $3.0B | $30.5B | ||
| Q3 24 | $3.1B | $30.3B | ||
| Q2 24 | $3.2B | $25.2B | ||
| Q1 24 | $3.0B | $25.0B |
负债/权益比ACDCDVN
| Q4 25 | 1.16× | 0.54× | ||
| Q3 25 | 1.05× | 0.55× | ||
| Q2 25 | 1.08× | 0.59× | ||
| Q1 25 | 0.98× | 0.61× | ||
| Q4 24 | 0.93× | 0.61× | ||
| Q3 24 | 0.90× | 0.62× | ||
| Q2 24 | 0.88× | 0.49× | ||
| Q1 24 | 0.74× | 0.51× |
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 | $49.5M | $1.5B |
| 自由现金流经营现金流 - 资本支出 | $12.9M | $702.0M |
| 自由现金流率自由现金流/营收 | 3.0% | 17.8% |
| 资本支出强度资本支出/营收 | 8.4% | 21.1% |
| 现金转化率经营现金流/净利润 | — | 2.73× |
| 过去12个月自由现金流最近4个季度 | $19.6M | $3.1B |
8季度趋势，按日历期对齐
经营现金流ACDCDVN
| Q4 25 | $49.5M | $1.5B | ||
| Q3 25 | $900.0K | $1.7B | ||
| Q2 25 | $100.4M | $1.5B | ||
| Q1 25 | $38.7M | $1.9B | ||
| Q4 24 | $76.5M | $1.7B | ||
| Q3 24 | $98.2M | $1.7B | ||
| Q2 24 | $113.5M | $1.5B | ||
| Q1 24 | $79.1M | $1.7B |
自由现金流ACDCDVN
| Q4 25 | $12.9M | $702.0M | ||
| Q3 25 | $-33.4M | $820.0M | ||
| Q2 25 | $53.9M | $589.0M | ||
| Q1 25 | $-13.8M | $1.0B | ||
| Q4 24 | $13.3M | $738.0M | ||
| Q3 24 | $28.2M | $786.0M | ||
| Q2 24 | $51.6M | $587.0M | ||
| Q1 24 | $19.2M | $844.0M |
自由现金流率ACDCDVN
| Q4 25 | 3.0% | 17.8% | ||
| Q3 25 | -8.3% | 19.3% | ||
| Q2 25 | 10.7% | 14.6% | ||
| Q1 25 | -2.3% | 22.2% | ||
| Q4 24 | 2.9% | 16.4% | ||
| Q3 24 | 4.9% | 20.7% | ||
| Q2 24 | 8.9% | 15.1% | ||
| Q1 24 | 3.3% | 22.6% |
资本支出强度ACDCDVN
| Q4 25 | 8.4% | 21.1% | ||
| Q3 25 | 8.5% | 20.5% | ||
| Q2 25 | 9.3% | 23.6% | ||
| Q1 25 | 8.7% | 20.5% | ||
| Q4 24 | 13.9% | 20.6% | ||
| Q3 24 | 12.2% | 23.1% | ||
| Q2 24 | 10.7% | 24.3% | ||
| Q1 24 | 10.3% | 23.9% |
现金转化率ACDCDVN
| Q4 25 | — | 2.73× | ||
| Q3 25 | — | 2.46× | ||
| Q2 25 | — | 1.72× | ||
| Q1 25 | — | 3.93× | ||
| Q4 24 | — | 2.60× | ||
| Q3 24 | — | 2.05× | ||
| Q2 24 | — | 1.82× | ||
| Q1 24 | 43.94× | 2.92× |
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
ACDC
| Services | $385.6M | 88% |
| Products | $50.9M | 12% |
DVN
| Oil Gas And NGL Sales | $2.6B | 65% |
| Marketing And Midstream Revenues | $1.4B | 35% |
