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好事达（ALL）与ALLIANCE RESOURCE PARTNERS LP（ARLP）财务数据对比。点击上方公司名可切换其他公司
好事达的季度营收约是ALLIANCE RESOURCE PARTNERS LP的32.8倍（$16.9B vs $516.0M），好事达净利率更高（14.5% vs 2.1%，领先12.4%），好事达同比增速更快（3.0% vs -3.6%），过去两年好事达的营收复合增速更高（3.8% vs -6.7%）
好事达集团是面向美国、加拿大市场的综合性保险服务商，提供财产险、意外险及其他保险产品。旗下设好事达保险、保障服务、健康福利、到期财产责任险四大板块，主营私人乘用车险、房屋保险，亦覆盖摩托车、房车、越野车等特种车险及各类个人保险产品。
联合资源伙伴有限合伙是北美领先的自然资源企业，核心业务为公用事业及工业客户生产、销售煤炭，同时运营矿权特许经营、油气开采、物流配套等关联业务，服务覆盖美国及周边主要能源消费市场。
ALL vs ARLP — 直观对比
营收规模更大
ALL
是对方的32.8倍
$516.0M
营收增速更快
ALL
高出6.6%
-3.6%
净利率更高
ALL
高出12.4%
2.1%
两年增速更快
ALL
近两年复合增速
-6.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $16.9B | $516.0M |
| 净利润 | $2.5B | $10.7M |
| 毛利率 | — | — |
| 营业利润率 | 18.3% | 4.2% |
| 净利率 | 14.5% | 2.1% |
| 营收同比 | 3.0% | -3.6% |
| 净利润同比 | 312.4% | — |
| 每股收益（稀释后） | $9.25 | — |
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ALLARLP
| Q1 26 | $16.9B | $516.0M | ||
| Q4 25 | $17.3B | $535.5M | ||
| Q3 25 | $17.3B | $571.4M | ||
| Q2 25 | $16.6B | $547.5M | ||
| Q1 25 | $16.5B | $540.5M | ||
| Q4 24 | $16.5B | $590.1M | ||
| Q3 24 | $16.6B | $613.6M | ||
| Q2 24 | $15.7B | $593.4M |
净利润ALLARLP
| Q1 26 | $2.5B | $10.7M | ||
| Q4 25 | $3.8B | $82.7M | ||
| Q3 25 | $3.7B | $95.1M | ||
| Q2 25 | $2.1B | $59.4M | ||
| Q1 25 | $595.0M | $74.0M | ||
| Q4 24 | $1.9B | $16.3M | ||
| Q3 24 | $1.2B | $86.3M | ||
| Q2 24 | $331.0M | $100.2M |
营业利润率ALLARLP
| Q1 26 | 18.3% | 4.2% | ||
| Q4 25 | — | 18.2% | ||
| Q3 25 | — | 18.4% | ||
| Q2 25 | — | 16.2% | ||
| Q1 25 | — | 17.4% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 16.5% | ||
| Q2 24 | — | 19.8% |
净利率ALLARLP
| Q1 26 | 14.5% | 2.1% | ||
| Q4 25 | 22.1% | 15.4% | ||
| Q3 25 | 21.7% | 16.6% | ||
| Q2 25 | 12.7% | 10.9% | ||
| Q1 25 | 3.6% | 13.7% | ||
| Q4 24 | 11.7% | 2.8% | ||
| Q3 24 | 7.2% | 14.1% | ||
| Q2 24 | 2.1% | 16.9% |
每股收益（稀释后）ALLARLP
| Q1 26 | $9.25 | — | ||
| Q4 25 | $14.24 | — | ||
| Q3 25 | $13.95 | — | ||
| Q2 25 | $7.76 | — | ||
| Q1 25 | $2.11 | — | ||
| Q4 24 | $7.07 | — | ||
| Q3 24 | $4.33 | — | ||
| Q2 24 | $1.13 | — |
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 | — | $28.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $31.6B | — |
| 总资产 | $124.0B | $2.9B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ALLARLP
| Q1 26 | — | $28.9M | ||
| Q4 25 | $4.9B | $71.2M | ||
| Q3 25 | $8.7B | $94.5M | ||
| Q2 25 | $9.6B | $55.0M | ||
| Q1 25 | $6.5B | $81.3M | ||
| Q4 24 | $4.5B | $137.0M | ||
| Q3 24 | $7.0B | $195.4M | ||
| Q2 24 | $5.3B | $203.7M |
总债务ALLARLP
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | — | ||
| Q3 25 | $8.1B | — | ||
| Q2 25 | $8.1B | — | ||
| Q1 25 | $8.1B | — | ||
| Q4 24 | $8.1B | — | ||
| Q3 24 | $8.1B | — | ||
| Q2 24 | $8.1B | — |
股东权益ALLARLP
| Q1 26 | $31.6B | — | ||
| Q4 25 | $30.6B | — | ||
| Q3 25 | $27.5B | — | ||
| Q2 25 | $24.0B | — | ||
| Q1 25 | $22.1B | — | ||
| Q4 24 | $21.4B | — | ||
| Q3 24 | $20.9B | — | ||
| Q2 24 | $18.6B | — |
总资产ALLARLP
| Q1 26 | $124.0B | $2.9B | ||
| Q4 25 | $119.8B | $2.9B | ||
| Q3 25 | $120.4B | $2.9B | ||
| Q2 25 | $115.9B | $2.9B | ||
| Q1 25 | $115.2B | $2.9B | ||
| Q4 24 | $111.6B | $2.9B | ||
| Q3 24 | $113.7B | $3.0B | ||
| Q2 24 | $108.4B | $3.1B |
负债/权益比ALLARLP
| Q1 26 | — | — | ||
| Q4 25 | 0.24× | — | ||
| Q3 25 | 0.29× | — | ||
| Q2 25 | 0.34× | — | ||
| Q1 25 | 0.37× | — | ||
| Q4 24 | 0.38× | — | ||
| Q3 24 | 0.39× | — | ||
| Q2 24 | 0.43× | — |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $13.3M |
| 自由现金流率自由现金流/营收 | — | 2.6% |
| 资本支出强度资本支出/营收 | — | 18.5% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $342.2M |
8季度趋势，按日历期对齐
经营现金流ALLARLP
| Q1 26 | — | — | ||
| Q4 25 | $3.0B | $143.9M | ||
| Q3 25 | $3.3B | $209.9M | ||
| Q2 25 | $1.9B | $151.7M | ||
| Q1 25 | $2.0B | $145.7M | ||
| Q4 24 | $1.7B | $168.4M | ||
| Q3 24 | $3.2B | $209.3M | ||
| Q2 24 | $2.4B | $215.8M |
自由现金流ALLARLP
| Q1 26 | — | $13.3M | ||
| Q4 25 | $2.9B | $99.1M | ||
| Q3 25 | $3.2B | $145.2M | ||
| Q2 25 | $1.9B | $84.7M | ||
| Q1 25 | $1.9B | $58.9M | ||
| Q4 24 | $1.7B | $75.3M | ||
| Q3 24 | $3.1B | $99.0M | ||
| Q2 24 | $2.3B | $114.3M |
自由现金流率ALLARLP
| Q1 26 | — | 2.6% | ||
| Q4 25 | 16.7% | 18.5% | ||
| Q3 25 | 18.8% | 25.4% | ||
| Q2 25 | 11.3% | 15.5% | ||
| Q1 25 | 11.4% | 10.9% | ||
| Q4 24 | 10.0% | 12.8% | ||
| Q3 24 | 18.9% | 16.1% | ||
| Q2 24 | 14.7% | 19.3% |
资本支出强度ALLARLP
| Q1 26 | — | 18.5% | ||
| Q4 25 | 0.5% | 8.4% | ||
| Q3 25 | 0.3% | 11.3% | ||
| Q2 25 | 0.0% | 12.2% | ||
| Q1 25 | 0.6% | 16.1% | ||
| Q4 24 | 0.3% | 15.8% | ||
| Q3 24 | 0.4% | 18.0% | ||
| Q2 24 | 0.4% | 17.1% |
现金转化率ALLARLP
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | 1.74× | ||
| Q3 25 | 0.88× | 2.21× | ||
| Q2 25 | 0.89× | 2.55× | ||
| Q1 25 | 3.30× | 1.97× | ||
| Q4 24 | 0.88× | 10.31× | ||
| Q3 24 | 2.69× | 2.43× | ||
| Q2 24 | 7.13× | 2.15× |
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
ALL
| Property and casualty insurance premiums | $15.6B | 92% |
| Other revenue | $719.0M | 4% |
| Other | $533.0M | 3% |
| Accident and health insurance premiums and contract charges | $136.0M | 1% |
ARLP
| Coal sales | $443.3M | 86% |
| Oil & gas royalties | $41.3M | 8% |
| Other revenues | $22.8M | 4% |
| Transportation revenues | $8.6M | 2% |
| Tons Produced | $8.0M | 2% |
| Mineral Interest Volumes (BOE) | $1.0M | 0% |
