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Antero Midstream Corp（AM）与BOX INC（BOX）财务数据对比。点击上方公司名可切换其他公司
BOX INC的季度营收约是Antero Midstream Corp的1.0倍（$301.1M vs $291.1M），Antero Midstream Corp净利率更高（41.5% vs 4.0%，领先37.5%），BOX INC同比增速更快（9.1% vs -7.3%），过去两年BOX INC的营收复合增速更高（7.0% 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。
Box Inc.是总部位于美国加利福尼亚州红木城的上市企业，由亚伦·莱维和迪伦·史密斯于2005年创立，最初面向个人消费者服务，2009至2010年前后转向企业级市场，2015年正式上市。公司专注于开发、运营云端内容管理、协同办公及文件共享工具，帮助企业用户便捷存储、管理各类文件，提升团队协作效率。
AM vs BOX — 直观对比
营收规模更大
BOX
是对方的1.0倍
$291.1M
营收增速更快
BOX
高出16.5%
-7.3%
净利率更高
AM
高出37.5%
4.0%
两年增速更快
BOX
近两年复合增速
3.9%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $291.1M | $301.1M |
| 净利润 | $120.7M | $12.1M |
| 毛利率 | — | 79.6% |
| 营业利润率 | 60.9% | 8.3% |
| 净利率 | 41.5% | 4.0% |
| 营收同比 | -7.3% | 9.1% |
| 净利润同比 | 2.1% | -6.4% |
| 每股收益（稀释后） | $0.25 | $0.05 |
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AMBOX
| Q1 26 | $291.1M | — | ||
| Q4 25 | $297.0M | $301.1M | ||
| Q3 25 | $294.8M | $294.0M | ||
| Q2 25 | $305.5M | $276.3M | ||
| Q1 25 | $291.1M | $279.5M | ||
| Q4 24 | $287.5M | $275.9M | ||
| Q3 24 | $269.9M | $270.0M | ||
| Q2 24 | $269.8M | $264.7M |
净利润AMBOX
| Q1 26 | $120.7M | — | ||
| Q4 25 | $51.9M | $12.1M | ||
| Q3 25 | $116.0M | $13.4M | ||
| Q2 25 | $124.5M | $8.2M | ||
| Q1 25 | $120.7M | $194.0M | ||
| Q4 24 | $111.2M | $12.9M | ||
| Q3 24 | $99.7M | $20.5M | ||
| Q2 24 | $86.0M | $17.2M |
毛利率AMBOX
| Q1 26 | — | — | ||
| Q4 25 | — | 79.6% | ||
| Q3 25 | — | 79.1% | ||
| Q2 25 | — | 78.0% | ||
| Q1 25 | — | 79.0% | ||
| Q4 24 | — | 79.9% | ||
| Q3 24 | — | 79.4% | ||
| Q2 24 | — | 78.0% |
营业利润率AMBOX
| Q1 26 | 60.9% | — | ||
| Q4 25 | 33.8% | 8.3% | ||
| Q3 25 | 61.2% | 7.0% | ||
| Q2 25 | 61.0% | 2.3% | ||
| Q1 25 | 60.9% | 6.4% | ||
| Q4 24 | 61.8% | 8.5% | ||
| Q3 24 | 60.2% | 7.5% | ||
| Q2 24 | 56.6% | 6.8% |
净利率AMBOX
| Q1 26 | 41.5% | — | ||
| Q4 25 | 17.5% | 4.0% | ||
| Q3 25 | 39.3% | 4.6% | ||
| Q2 25 | 40.8% | 3.0% | ||
| Q1 25 | 41.5% | 69.4% | ||
| Q4 24 | 38.7% | 4.7% | ||
| Q3 24 | 37.0% | 7.6% | ||
| Q2 24 | 31.9% | 6.5% |
每股收益（稀释后）AMBOX
| Q1 26 | $0.25 | — | ||
| Q4 25 | $0.11 | $0.05 | ||
| Q3 25 | $0.24 | $0.05 | ||
| Q2 25 | $0.26 | $0.02 | ||
| Q1 25 | $0.25 | $1.13 | ||
| Q4 24 | $0.23 | $0.05 | ||
| Q3 24 | $0.21 | $0.10 | ||
| Q2 24 | $0.18 | $0.08 |
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 | $729.6M |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $2.0B | $-286.6M |
| 总资产 | $5.9B | $1.6B |
| 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AMBOX
| Q1 26 | $180.4M | — | ||
| Q4 25 | $180.4M | $729.6M | ||
| Q3 25 | — | $757.9M | ||
| Q2 25 | — | $790.4M | ||
| Q1 25 | — | $722.8M | ||
| Q4 24 | — | $697.9M | ||
| Q3 24 | — | $482.2M | ||
| Q2 24 | — | $566.1M |
总债务AMBOX
| Q1 26 | $3.2B | — | ||
| 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AMBOX
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $-286.6M | ||
| Q3 25 | $2.1B | $-269.4M | ||
| Q2 25 | $2.1B | $-280.1M | ||
| Q1 25 | $2.1B | $-297.0M | ||
| Q4 24 | $2.1B | $-479.9M | ||
| Q3 24 | $2.1B | $-439.4M | ||
| Q2 24 | $2.1B | $-397.9M |
总资产AMBOX
| Q1 26 | $5.9B | — | ||
| Q4 25 | $5.9B | $1.6B | ||
| Q3 25 | $5.7B | $1.6B | ||
| Q2 25 | $5.7B | $1.6B | ||
| Q1 25 | $5.8B | $1.7B | ||
| Q4 24 | $5.8B | $1.4B | ||
| Q3 24 | $5.8B | $1.1B | ||
| Q2 24 | $5.8B | $1.2B |
负债/权益比AMBOX
| 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 | $73.0M |
| 自由现金流经营现金流 - 资本支出 | — | $71.3M |
| 自由现金流率自由现金流/营收 | — | 23.7% |
| 资本支出强度资本支出/营收 | 11.1% | 0.6% |
| 现金转化率经营现金流/净利润 | 1.65× | 6.05× |
| 过去12个月自由现金流最近4个季度 | — | $343.5M |
8季度趋势，按日历期对齐
经营现金流AMBOX
| Q1 26 | $198.9M | — | ||
| Q4 25 | $255.5M | $73.0M | ||
| Q3 25 | $212.8M | $46.0M | ||
| Q2 25 | $265.2M | $127.1M | ||
| Q1 25 | $198.9M | $102.2M | ||
| Q4 24 | $232.7M | $62.6M | ||
| Q3 24 | $184.9M | $36.3M | ||
| Q2 24 | $215.8M | $131.2M |
自由现金流AMBOX
| Q1 26 | — | — | ||
| Q4 25 | — | $71.3M | ||
| Q3 25 | — | $43.9M | ||
| Q2 25 | — | $126.7M | ||
| Q1 25 | — | $101.5M | ||
| Q4 24 | — | $62.3M | ||
| Q3 24 | $184.3M | $35.9M | ||
| Q2 24 | $147.2M | $129.9M |
自由现金流率AMBOX
| Q1 26 | — | — | ||
| Q4 25 | — | 23.7% | ||
| Q3 25 | — | 14.9% | ||
| Q2 25 | — | 45.9% | ||
| Q1 25 | — | 36.3% | ||
| Q4 24 | — | 22.6% | ||
| Q3 24 | 68.3% | 13.3% | ||
| Q2 24 | 54.6% | 49.1% |
资本支出强度AMBOX
| Q1 26 | 11.1% | — | ||
| Q4 25 | — | 0.6% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | 0.0% | 0.1% | ||
| Q3 24 | 0.2% | 0.1% | ||
| Q2 24 | 25.4% | 0.5% |
现金转化率AMBOX
| Q1 26 | 1.65× | — | ||
| Q4 25 | 4.92× | 6.05× | ||
| Q3 25 | 1.84× | 3.42× | ||
| Q2 25 | 2.13× | 15.51× | ||
| Q1 25 | 1.65× | 0.53× | ||
| Q4 24 | 2.09× | 4.85× | ||
| Q3 24 | 1.85× | 1.77× | ||
| Q2 24 | 2.51× | 7.62× |
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% |
BOX
暂无分部数据
