vs
Antero Midstream Corp(AM)与BLACKBAUD INC(BLKB)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BLACKBAUD INC的1.0倍($291.1M vs $281.1M),Antero Midstream Corp净利率更高(41.5% vs 11.1%,领先30.4%),BLACKBAUD INC同比增速更快(4.2% vs -7.3%),过去两年Antero Midstream Corp的营收复合增速更高(3.9% vs -1.1%)
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。
Blackbaud是全球知名的云服务提供商,专注为非营利组织、基金会、企业、教育机构、医疗机构、宗教团体及个人公益推动者提供技术支持,旗下产品覆盖筹款、网站管理、客户关系管理、数据分析、财务管理、票务系统、教育管理等多元场景。
AM vs BLKB — 直观对比
营收规模更大
AM
是对方的1.0倍
$281.1M
营收增速更快
BLKB
高出11.5%
-7.3%
净利率更高
AM
高出30.4%
11.1%
两年增速更快
AM
近两年复合增速
-1.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $291.1M | $281.1M |
| 净利润 | $120.7M | $31.1M |
| 毛利率 | — | 59.2% |
| 营业利润率 | 60.9% | 18.3% |
| 净利率 | 41.5% | 11.1% |
| 营收同比 | -7.3% | 4.2% |
| 净利润同比 | 2.1% | 620.3% |
| 每股收益(稀释后) | $0.25 | $0.67 |
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
AM
BLKB
| Q1 26 | $291.1M | $281.1M | ||
| Q4 25 | $297.0M | $295.3M | ||
| Q3 25 | $294.8M | $281.1M | ||
| Q2 25 | $305.5M | $282.0M | ||
| Q1 25 | $291.1M | $269.9M | ||
| Q4 24 | $287.5M | $302.1M | ||
| Q3 24 | $269.9M | $286.6M | ||
| Q2 24 | $269.8M | $287.3M |
净利润
AM
BLKB
| Q1 26 | $120.7M | $31.1M | ||
| Q4 25 | $51.9M | $36.7M | ||
| Q3 25 | $116.0M | $47.5M | ||
| Q2 25 | $124.5M | $26.5M | ||
| Q1 25 | $120.7M | $4.3M | ||
| Q4 24 | $111.2M | $-346.4M | ||
| Q3 24 | $99.7M | $18.3M | ||
| Q2 24 | $86.0M | $21.2M |
毛利率
AM
BLKB
| Q1 26 | — | 59.2% | ||
| Q4 25 | — | 58.3% | ||
| Q3 25 | — | 59.6% | ||
| Q2 25 | — | 59.7% | ||
| Q1 25 | — | 57.5% | ||
| Q4 24 | — | 53.8% | ||
| Q3 24 | — | 54.9% | ||
| Q2 24 | — | 56.0% |
营业利润率
AM
BLKB
| Q1 26 | 60.9% | 18.3% | ||
| Q4 25 | 33.8% | 20.0% | ||
| Q3 25 | 61.2% | 19.4% | ||
| Q2 25 | 61.0% | 20.3% | ||
| Q1 25 | 60.9% | 7.3% | ||
| Q4 24 | 61.8% | -121.5% | ||
| Q3 24 | 60.2% | 14.4% | ||
| Q2 24 | 56.6% | 14.4% |
净利率
AM
BLKB
| Q1 26 | 41.5% | 11.1% | ||
| Q4 25 | 17.5% | 12.4% | ||
| Q3 25 | 39.3% | 16.9% | ||
| Q2 25 | 40.8% | 9.4% | ||
| Q1 25 | 41.5% | 1.6% | ||
| Q4 24 | 38.7% | -114.6% | ||
| Q3 24 | 37.0% | 6.4% | ||
| Q2 24 | 31.9% | 7.4% |
每股收益(稀释后)
AM
BLKB
| Q1 26 | $0.25 | $0.67 | ||
| Q4 25 | $0.11 | $0.75 | ||
| Q3 25 | $0.24 | $0.98 | ||
| Q2 25 | $0.26 | $0.55 | ||
| Q1 25 | $0.25 | $0.09 | ||
| Q4 24 | $0.23 | $-6.82 | ||
| Q3 24 | $0.21 | $0.35 | ||
| Q2 24 | $0.18 | $0.41 |
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 | $34.1M |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $2.0B | $34.6M |
| 总资产 | $5.9B | $2.1B |
| 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
AM
BLKB
| Q1 26 | $180.4M | $34.1M | ||
| Q4 25 | $180.4M | $38.9M | ||
| Q3 25 | — | $38.3M | ||
| Q2 25 | — | $41.6M | ||
| Q1 25 | — | $37.2M | ||
| Q4 24 | — | $67.6M | ||
| Q3 24 | — | $34.6M | ||
| Q2 24 | — | $30.4M |
总债务
AM
BLKB
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $1.1B | ||
| Q3 25 | $3.0B | — | ||
| Q2 25 | $3.0B | — | ||
| Q1 25 | $3.1B | — | ||
| Q4 24 | $3.1B | $1.1B | ||
| Q3 24 | $3.2B | $1.0B | ||
| Q2 24 | $3.2B | $1.0B |
股东权益
AM
BLKB
| Q1 26 | $2.0B | $34.6M | ||
| Q4 25 | $2.0B | $85.1M | ||
| Q3 25 | $2.1B | $108.2M | ||
| Q2 25 | $2.1B | $72.7M | ||
| Q1 25 | $2.1B | $17.5M | ||
| Q4 24 | $2.1B | $126.8M | ||
| Q3 24 | $2.1B | $544.8M | ||
| Q2 24 | $2.1B | $577.5M |
总资产
AM
BLKB
| Q1 26 | $5.9B | $2.1B | ||
| Q4 25 | $5.9B | $2.4B | ||
| Q3 25 | $5.7B | $2.1B | ||
| Q2 25 | $5.7B | $2.6B | ||
| Q1 25 | $5.8B | $2.1B | ||
| Q4 24 | $5.8B | $2.5B | ||
| Q3 24 | $5.8B | $2.6B | ||
| Q2 24 | $5.8B | $3.0B |
负债/权益比
AM
BLKB
| Q1 26 | 1.63× | — | ||
| Q4 25 | 1.63× | 13.06× | ||
| Q3 25 | 1.46× | — | ||
| Q2 25 | 1.45× | — | ||
| Q1 25 | 1.49× | — | ||
| Q4 24 | 1.47× | 8.50× | ||
| Q3 24 | 1.49× | 1.84× | ||
| Q2 24 | 1.50× | 1.78× |
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 | $51.5M |
| 自由现金流经营现金流 - 资本支出 | — | $37.0M |
| 自由现金流率自由现金流/营收 | — | 13.2% |
| 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× | 1.65× |
| 过去12个月自由现金流最近4个季度 | — | $294.1M |
8季度趋势,按日历期对齐
经营现金流
AM
BLKB
| Q1 26 | $198.9M | $51.5M | ||
| Q4 25 | $255.5M | $58.0M | ||
| Q3 25 | $212.8M | $139.2M | ||
| Q2 25 | $265.2M | $66.9M | ||
| Q1 25 | $198.9M | $1.4M | ||
| Q4 24 | $232.7M | $73.6M | ||
| Q3 24 | $184.9M | $104.0M | ||
| Q2 24 | $215.8M | $53.1M |
自由现金流
AM
BLKB
| Q1 26 | — | $37.0M | ||
| Q4 25 | — | $55.0M | ||
| Q3 25 | — | $135.7M | ||
| Q2 25 | — | $66.3M | ||
| Q1 25 | — | $712.0K | ||
| Q4 24 | — | $73.4M | ||
| Q3 24 | $184.3M | $102.9M | ||
| Q2 24 | $147.2M | $48.0M |
自由现金流率
AM
BLKB
| Q1 26 | — | 13.2% | ||
| Q4 25 | — | 18.6% | ||
| Q3 25 | — | 48.3% | ||
| Q2 25 | — | 23.5% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | — | 24.3% | ||
| Q3 24 | 68.3% | 35.9% | ||
| Q2 24 | 54.6% | 16.7% |
资本支出强度
AM
BLKB
| Q1 26 | 11.1% | — | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | 0.0% | 0.1% | ||
| Q3 24 | 0.2% | 0.4% | ||
| Q2 24 | 25.4% | 1.8% |
现金转化率
AM
BLKB
| Q1 26 | 1.65× | 1.65× | ||
| Q4 25 | 4.92× | 1.58× | ||
| Q3 25 | 1.84× | 2.93× | ||
| Q2 25 | 2.13× | 2.53× | ||
| Q1 25 | 1.65× | 0.32× | ||
| Q4 24 | 2.09× | — | ||
| Q3 24 | 1.85× | 5.69× | ||
| Q2 24 | 2.51× | 2.50× |
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% |
BLKB
暂无分部数据