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Affirm Holdings, Inc.（AFRM）与GULFPORT ENERGY CORP（GPOR）财务数据对比。点击上方公司名可切换其他公司
Affirm Holdings, Inc.的季度营收约是GULFPORT ENERGY CORP的1.0倍（$401.4M vs $398.2M），GULFPORT ENERGY CORP净利率更高（33.3% vs 32.3%，领先1.0%），GULFPORT ENERGY CORP同比增速更快（66.0% vs 32.5%），过去两年Affirm Holdings, Inc.的营收复合增速更高（43.5% vs 18.6%）
Affirm Holdings, Inc.是美国知名金融科技企业、领先的先买后付（BNPL）服务商，由PayPal联合创始人马克斯·列夫琴于2012年创立。截至2025年，平台拥有近2600万用户，年支付处理规模达370亿美元，是美国规模最大的本土BNPL金融机构。
Gulfport Energy Corp是一家总部位于美国的独立油气勘探生产企业，核心运营区域覆盖俄亥俄州尤蒂卡页岩区、俄克拉荷马州SCOOP产区，主要生产天然气、原油及天然气液，供应北美工业、公用事业及商业终端市场。
AFRM vs GPOR — 直观对比
营收规模更大
AFRM
是对方的1.0倍
$398.2M
营收增速更快
GPOR
高出33.5%
32.5%
净利率更高
GPOR
高出1.0%
32.3%
两年增速更快
AFRM
近两年复合增速
18.6%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $401.4M | $398.2M |
| 净利润 | $129.6M | $132.4M |
| 毛利率 | — | 76.6% |
| 营业利润率 | 29.3% | 44.9% |
| 净利率 | 32.3% | 33.3% |
| 营收同比 | 32.5% | 66.0% |
| 净利润同比 | 61.3% | 148.5% |
| 每股收益（稀释后） | $0.37 | $7.98 |
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AFRMGPOR
| Q4 25 | $401.4M | $398.2M | ||
| Q3 25 | $320.5M | $379.7M | ||
| Q2 25 | $306.6M | $447.6M | ||
| Q1 25 | $272.5M | $197.0M | ||
| Q4 24 | $303.0M | $239.9M | ||
| Q3 24 | $231.8M | $253.9M | ||
| Q2 24 | $224.0M | $181.1M | ||
| Q1 24 | $195.0M | $283.2M |
净利润AFRMGPOR
| Q4 25 | $129.6M | $132.4M | ||
| Q3 25 | $80.7M | $111.4M | ||
| Q2 25 | $69.2M | $184.5M | ||
| Q1 25 | $2.8M | $-464.0K | ||
| Q4 24 | $80.4M | $-273.2M | ||
| Q3 24 | $-100.2M | $-14.0M | ||
| Q2 24 | $-45.1M | $-26.2M | ||
| Q1 24 | $-133.9M | $52.0M |
毛利率AFRMGPOR
| Q4 25 | — | 76.6% | ||
| Q3 25 | — | 74.6% | ||
| Q2 25 | — | 80.7% | ||
| Q1 25 | — | 57.9% | ||
| Q4 24 | — | 63.2% | ||
| Q3 24 | — | 64.6% | ||
| Q2 24 | — | 52.2% | ||
| Q1 24 | — | 69.4% |
营业利润率AFRMGPOR
| Q4 25 | 29.3% | 44.9% | ||
| Q3 25 | 19.9% | 41.9% | ||
| Q2 25 | 18.9% | 56.0% | ||
| Q1 25 | -3.1% | 6.1% | ||
| Q4 24 | -1.4% | -131.3% | ||
| Q3 24 | -57.2% | 5.7% | ||
| Q2 24 | -32.8% | -10.0% | ||
| Q1 24 | -82.5% | 28.9% |
净利率AFRMGPOR
| Q4 25 | 32.3% | 33.3% | ||
| Q3 25 | 25.2% | 29.3% | ||
| Q2 25 | 22.6% | 41.2% | ||
| Q1 25 | 1.0% | -0.2% | ||
| Q4 24 | 26.5% | -113.9% | ||
| Q3 24 | -43.2% | -5.5% | ||
| Q2 24 | -20.2% | -14.5% | ||
| Q1 24 | -68.7% | 18.4% |
每股收益（稀释后）AFRMGPOR
| Q4 25 | $0.37 | $7.98 | ||
| Q3 25 | $0.23 | $4.45 | ||
| Q2 25 | $0.22 | $9.12 | ||
| Q1 25 | $0.01 | $-0.07 | ||
| Q4 24 | $0.23 | $-14.72 | ||
| Q3 24 | $-0.31 | $-0.83 | ||
| Q2 24 | $-0.13 | $-1.51 | ||
| Q1 24 | $-0.43 | $2.34 |
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 | $1.5B | $1.8M |
| 总债务越低越好 | $9.0B | $788.2M |
| 股东权益账面价值 | $3.5B | $1.8B |
| 总资产 | $13.0B | $3.0B |
| 负债/权益比越低杠杆越低 | 2.54× | 0.43× |
8季度趋势，按日历期对齐
现金及短期投资AFRMGPOR
| Q4 25 | $1.5B | $1.8M | ||
| Q3 25 | $1.4B | $3.4M | ||
| Q2 25 | $1.4B | $3.8M | ||
| Q1 25 | $1.4B | $5.3M | ||
| Q4 24 | $1.2B | $1.5M | ||
| Q3 24 | $1.0B | $3.2M | ||
| Q2 24 | $1.0B | $1.2M | ||
| Q1 24 | $1.3B | $8.2M |
总债务AFRMGPOR
| Q4 25 | $9.0B | $788.2M | ||
| Q3 25 | $7.7B | $691.7M | ||
| Q2 25 | $7.6B | $695.2M | ||
| Q1 25 | $7.1B | $700.4M | ||
| Q4 24 | $7.3B | $702.9M | ||
| Q3 24 | — | $694.4M | ||
| Q2 24 | $1.8B | $679.5M | ||
| Q1 24 | — | $636.4M |
股东权益AFRMGPOR
| Q4 25 | $3.5B | $1.8B | ||
| Q3 25 | $3.3B | $1.8B | ||
| Q2 25 | $3.1B | $1.8B | ||
| Q1 25 | $2.9B | $1.7B | ||
| Q4 24 | $2.8B | $1.7B | ||
| Q3 24 | $2.8B | $2.1B | ||
| Q2 24 | $2.7B | $2.1B | ||
| Q1 24 | $2.6B | $2.2B |
总资产AFRMGPOR
| Q4 25 | $13.0B | $3.0B | ||
| Q3 25 | $11.5B | $2.9B | ||
| Q2 25 | $11.2B | $3.0B | ||
| Q1 25 | $10.4B | $2.9B | ||
| Q4 24 | $10.5B | $2.9B | ||
| Q3 24 | $10.1B | $3.2B | ||
| Q2 24 | $9.5B | $3.2B | ||
| Q1 24 | $9.2B | $3.3B |
负债/权益比AFRMGPOR
| Q4 25 | 2.54× | 0.43× | ||
| Q3 25 | 2.35× | 0.38× | ||
| Q2 25 | 2.48× | 0.39× | ||
| Q1 25 | 2.49× | 0.42× | ||
| Q4 24 | 2.62× | 0.41× | ||
| Q3 24 | — | 0.34× | ||
| Q2 24 | 0.67× | 0.32× | ||
| Q1 24 | — | 0.29× |
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 | $173.7M | $185.4M |
| 自由现金流经营现金流 - 资本支出 | $118.0M | — |
| 自由现金流率自由现金流/营收 | 29.4% | — |
| 资本支出强度资本支出/营收 | 13.9% | — |
| 现金转化率经营现金流/净利润 | 1.34× | 1.40× |
| 过去12个月自由现金流最近4个季度 | $619.1M | — |
8季度趋势，按日历期对齐
经营现金流AFRMGPOR
| Q4 25 | $173.7M | $185.4M | ||
| Q3 25 | $374.6M | $209.1M | ||
| Q2 25 | $74.6M | $231.4M | ||
| Q1 25 | $210.4M | $177.3M | ||
| Q4 24 | $312.0M | $148.8M | ||
| Q3 24 | $196.9M | $189.7M | ||
| Q2 24 | $68.8M | $123.5M | ||
| Q1 24 | $208.2M | $188.0M |
自由现金流AFRMGPOR
| Q4 25 | $118.0M | — | ||
| Q3 25 | $320.2M | — | ||
| Q2 25 | $23.5M | — | ||
| Q1 25 | $157.4M | — | ||
| Q4 24 | $268.1M | — | ||
| Q3 24 | $152.7M | — | ||
| Q2 24 | $30.5M | — | ||
| Q1 24 | $161.7M | — |
自由现金流率AFRMGPOR
| Q4 25 | 29.4% | — | ||
| Q3 25 | 99.9% | — | ||
| Q2 25 | 7.7% | — | ||
| Q1 25 | 57.7% | — | ||
| Q4 24 | 88.5% | — | ||
| Q3 24 | 65.9% | — | ||
| Q2 24 | 13.6% | — | ||
| Q1 24 | 82.9% | — |
资本支出强度AFRMGPOR
| Q4 25 | 13.9% | — | ||
| Q3 25 | 17.0% | — | ||
| Q2 25 | 16.7% | — | ||
| Q1 25 | 19.5% | — | ||
| Q4 24 | 14.5% | — | ||
| Q3 24 | 19.0% | — | ||
| Q2 24 | 17.1% | — | ||
| Q1 24 | 23.8% | — |
现金转化率AFRMGPOR
| Q4 25 | 1.34× | 1.40× | ||
| Q3 25 | 4.64× | 1.88× | ||
| Q2 25 | 1.08× | 1.25× | ||
| Q1 25 | 75.03× | — | ||
| Q4 24 | 3.88× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 3.61× |
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
AFRM
| Merchant Network | $328.4M | 82% |
| Virtual Card Network | $73.0M | 18% |
| Commercial Agreement Amazon | $1.9M | 0% |
GPOR
| Natural Gas Production | $296.9M | 75% |
| Other | $42.7M | 11% |
| Naturalgasliquidsales | $35.2M | 9% |
| Oil And Condensate | $23.4M | 6% |
