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Antero Midstream Corp（AM）与Axsome Therapeutics, Inc.（AXSM）财务数据对比。点击上方公司名可切换其他公司
Antero Midstream Corp的季度营收约是Axsome Therapeutics, Inc.的1.5倍（$291.1M vs $191.2M），Axsome Therapeutics, Inc.同比增速更快（57.4% vs -7.3%），过去两年Axsome Therapeutics, Inc.的营收复合增速更高（48.1% vs 3.9%）
Antero Midstream Corp是美国能源企业，注册地为特拉华州，总部设于科罗拉多州丹佛市。公司全部油气储量均位于阿巴拉契亚盆地，采用水力压裂技术开采，核心业务涵盖油气勘探开发相关领域。
Jazz Pharmaceuticals是一家全球生物制药企业，专注于肿瘤学与神经科学领域的药物研发及商业化。公司2003年在美国加利福尼亚州成立，目前总部位于爱尔兰都柏林，业务覆盖全球多个核心市场。
AM vs AXSM — 直观对比
营收规模更大
AM
是对方的1.5倍
$191.2M
营收增速更快
AXSM
高出64.8%
-7.3%
两年增速更快
AXSM
近两年复合增速
3.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $291.1M | $191.2M |
| 净利润 | $120.7M | — |
| 毛利率 | — | — |
| 营业利润率 | 60.9% | -33.1% |
| 净利率 | 41.5% | — |
| 营收同比 | -7.3% | 57.4% |
| 净利润同比 | 2.1% | — |
| 每股收益（稀释后） | $0.25 | — |
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AMAXSM
| Q1 26 | $291.1M | $191.2M | ||
| Q4 25 | $297.0M | $196.0M | ||
| Q3 25 | $294.8M | $171.0M | ||
| Q2 25 | $305.5M | $150.0M | ||
| Q1 25 | $291.1M | $121.5M | ||
| Q4 24 | $287.5M | $118.8M | ||
| Q3 24 | $269.9M | $104.8M | ||
| Q2 24 | $269.8M | $87.2M |
净利润AMAXSM
| Q1 26 | $120.7M | — | ||
| Q4 25 | $51.9M | $-28.6M | ||
| Q3 25 | $116.0M | $-47.2M | ||
| Q2 25 | $124.5M | $-48.0M | ||
| Q1 25 | $120.7M | $-59.4M | ||
| Q4 24 | $111.2M | $-74.9M | ||
| Q3 24 | $99.7M | $-64.6M | ||
| Q2 24 | $86.0M | $-79.3M |
营业利润率AMAXSM
| Q1 26 | 60.9% | -33.1% | ||
| Q4 25 | 33.8% | -13.8% | ||
| Q3 25 | 61.2% | -27.0% | ||
| Q2 25 | 61.0% | -24.5% | ||
| Q1 25 | 60.9% | -46.9% | ||
| Q4 24 | 61.8% | -61.1% | ||
| Q3 24 | 60.2% | -59.8% | ||
| Q2 24 | 56.6% | -89.5% |
净利率AMAXSM
| Q1 26 | 41.5% | — | ||
| Q4 25 | 17.5% | -14.6% | ||
| Q3 25 | 39.3% | -27.6% | ||
| Q2 25 | 40.8% | -32.0% | ||
| Q1 25 | 41.5% | -48.9% | ||
| Q4 24 | 38.7% | -63.1% | ||
| Q3 24 | 37.0% | -61.7% | ||
| Q2 24 | 31.9% | -91.0% |
每股收益（稀释后）AMAXSM
| Q1 26 | $0.25 | — | ||
| Q4 25 | $0.11 | $-0.55 | ||
| Q3 25 | $0.24 | $-0.94 | ||
| Q2 25 | $0.26 | $-0.97 | ||
| Q1 25 | $0.25 | $-1.22 | ||
| Q4 24 | $0.23 | $-1.54 | ||
| Q3 24 | $0.21 | $-1.34 | ||
| Q2 24 | $0.18 | $-1.67 |
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 | $180.4M | $305.1M |
| 总债务越低越好 | $3.2B | $70.0M |
| 股东权益账面价值 | $2.0B | — |
| 总资产 | $5.9B | $713.6M |
| 负债/权益比越低杠杆越低 | 1.63× | — |
8季度趋势，按日历期对齐
现金及短期投资AMAXSM
| Q1 26 | $180.4M | $305.1M | ||
| Q4 25 | $180.4M | $322.9M | ||
| Q3 25 | — | $325.3M | ||
| Q2 25 | — | $303.0M | ||
| Q1 25 | — | $300.9M | ||
| Q4 24 | — | $315.4M | ||
| Q3 24 | — | $327.3M | ||
| Q2 24 | — | $315.7M |
总债务AMAXSM
| Q1 26 | $3.2B | $70.0M | ||
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.0B | — | ||
| Q2 25 | $3.0B | — | ||
| Q1 25 | $3.1B | — | ||
| Q4 24 | $3.1B | — | ||
| Q3 24 | $3.2B | — | ||
| Q2 24 | $3.2B | — |
股东权益AMAXSM
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $88.3M | ||
| Q3 25 | $2.1B | $73.7M | ||
| Q2 25 | $2.1B | $73.1M | ||
| Q1 25 | $2.1B | $53.2M | ||
| Q4 24 | $2.1B | $57.0M | ||
| Q3 24 | $2.1B | $92.9M | ||
| Q2 24 | $2.1B | $102.9M |
总资产AMAXSM
| Q1 26 | $5.9B | $713.6M | ||
| Q4 25 | $5.9B | $689.8M | ||
| Q3 25 | $5.7B | $669.3M | ||
| Q2 25 | $5.7B | $639.8M | ||
| Q1 25 | $5.8B | $596.7M | ||
| Q4 24 | $5.8B | $568.5M | ||
| Q3 24 | $5.8B | $561.5M | ||
| Q2 24 | $5.8B | $548.2M |
负债/权益比AMAXSM
| Q1 26 | 1.63× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.46× | — | ||
| Q2 25 | 1.45× | — | ||
| Q1 25 | 1.49× | — | ||
| Q4 24 | 1.47× | — | ||
| Q3 24 | 1.49× | — | ||
| Q2 24 | 1.50× | — |
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 | $198.9M | — |
| 自由现金流经营现金流 - 资本支出 | $186.9M | — |
| 自由现金流率自由现金流/营收 | 64.2% | — |
| 资本支出强度资本支出/营收 | 11.1% | — |
| 现金转化率经营现金流/净利润 | 1.65× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流AMAXSM
| Q1 26 | $198.9M | — | ||
| Q4 25 | $255.5M | $-18.7M | ||
| Q3 25 | $212.8M | $1.0M | ||
| Q2 25 | $265.2M | $-32.4M | ||
| Q1 25 | $198.9M | $-43.4M | ||
| Q4 24 | $232.7M | $-26.2M | ||
| Q3 24 | $184.9M | $-18.6M | ||
| Q2 24 | $215.8M | $-30.1M |
自由现金流AMAXSM
| Q1 26 | $186.9M | — | ||
| Q4 25 | — | $-18.7M | ||
| Q3 25 | — | $988.0K | ||
| Q2 25 | — | $-32.4M | ||
| Q1 25 | — | $-43.7M | ||
| Q4 24 | — | $-26.2M | ||
| Q3 24 | $184.3M | $-18.7M | ||
| Q2 24 | $147.2M | $-30.2M |
自由现金流率AMAXSM
| Q1 26 | 64.2% | — | ||
| Q4 25 | — | -9.6% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | -21.6% | ||
| Q1 25 | — | -36.0% | ||
| Q4 24 | — | -22.1% | ||
| Q3 24 | 68.3% | -17.9% | ||
| Q2 24 | 54.6% | -34.6% |
资本支出强度AMAXSM
| Q1 26 | 11.1% | — | ||
| Q4 25 | — | 0.0% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | 0.0% | 0.0% | ||
| Q3 24 | 0.2% | 0.1% | ||
| Q2 24 | 25.4% | 0.1% |
现金转化率AMAXSM
| Q1 26 | 1.65× | — | ||
| Q4 25 | 4.92× | — | ||
| Q3 25 | 1.84× | — | ||
| Q2 25 | 2.13× | — | ||
| Q1 25 | 1.65× | — | ||
| Q4 24 | 2.09× | — | ||
| Q3 24 | 1.85× | — | ||
| Q2 24 | 2.51× | — |
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
AM
| Gathering and compression–Antero Resources | $238.0M | 82% |
| Other | $52.3M | 18% |
| Water handling–third party | $505.0K | 0% |
| Gathering and compression–third party | $295.0K | 0% |
AXSM
| Product sales, net | $189.4M | 99% |
| Royalty revenue and milestone revenue | $1.8M | 1% |
