vs
Antero Midstream Corp(AM)与富兰克林电气(FELE)财务数据对比。点击上方公司名可切换其他公司
富兰克林电气的季度营收约是Antero Midstream Corp的1.7倍($500.4M vs $291.1M),Antero Midstream Corp净利率更高(41.5% vs 6.9%,领先34.5%),富兰克林电气同比增速更快(9.9% vs -7.3%),过去两年Antero Midstream Corp的营收复合增速更高(3.9% vs -4.0%)
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。
富兰克林电气是全球知名的水务与能源管理产品及系统制造分销商,主营泵类、电机、驱动器及控制设备,产品广泛应用于住宅、商用、农业、工业、市政等多元场景。公司总部位于美国印第安纳州韦恩堡,在美国、德国、捷克、意大利、土耳其、墨西哥、巴西、澳大利亚、南非等多个国家设有生产基地,为全球客户提供可靠的流体运输与能源管理解决方案。
AM vs FELE — 直观对比
营收规模更大
FELE
是对方的1.7倍
$291.1M
营收增速更快
FELE
高出17.3%
-7.3%
净利率更高
AM
高出34.5%
6.9%
两年增速更快
AM
近两年复合增速
-4.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $291.1M | $500.4M |
| 净利润 | $120.7M | $34.7M |
| 毛利率 | — | 35.0% |
| 营业利润率 | 60.9% | 9.6% |
| 净利率 | 41.5% | 6.9% |
| 营收同比 | -7.3% | 9.9% |
| 净利润同比 | 2.1% | 10.6% |
| 每股收益(稀释后) | $0.25 | $0.77 |
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
FELE
| Q1 26 | $291.1M | $500.4M | ||
| Q4 25 | $297.0M | $506.9M | ||
| Q3 25 | $294.8M | $581.7M | ||
| Q2 25 | $305.5M | $587.4M | ||
| Q1 25 | $291.1M | $455.2M | ||
| Q4 24 | $287.5M | $485.7M | ||
| Q3 24 | $269.9M | $531.4M | ||
| Q2 24 | $269.8M | $543.3M |
净利润
AM
FELE
| Q1 26 | $120.7M | $34.7M | ||
| Q4 25 | $51.9M | $39.3M | ||
| Q3 25 | $116.0M | $16.7M | ||
| Q2 25 | $124.5M | $60.1M | ||
| Q1 25 | $120.7M | $31.0M | ||
| Q4 24 | $111.2M | $33.7M | ||
| Q3 24 | $99.7M | $54.6M | ||
| Q2 24 | $86.0M | $59.1M |
毛利率
AM
FELE
| Q1 26 | — | 35.0% | ||
| Q4 25 | — | 33.8% | ||
| Q3 25 | — | 35.9% | ||
| Q2 25 | — | 36.1% | ||
| Q1 25 | — | 36.0% | ||
| Q4 24 | — | 33.8% | ||
| Q3 24 | — | 35.7% | ||
| Q2 24 | — | 36.8% |
营业利润率
AM
FELE
| Q1 26 | 60.9% | 9.6% | ||
| Q4 25 | 33.8% | 10.2% | ||
| Q3 25 | 61.2% | 14.6% | ||
| Q2 25 | 61.0% | 15.0% | ||
| Q1 25 | 60.9% | 9.7% | ||
| Q4 24 | 61.8% | 8.9% | ||
| Q3 24 | 60.2% | 13.8% | ||
| Q2 24 | 56.6% | 14.6% |
净利率
AM
FELE
| Q1 26 | 41.5% | 6.9% | ||
| Q4 25 | 17.5% | 7.7% | ||
| Q3 25 | 39.3% | 2.9% | ||
| Q2 25 | 40.8% | 10.2% | ||
| Q1 25 | 41.5% | 6.8% | ||
| Q4 24 | 38.7% | 6.9% | ||
| Q3 24 | 37.0% | 10.3% | ||
| Q2 24 | 31.9% | 10.9% |
每股收益(稀释后)
AM
FELE
| Q1 26 | $0.25 | $0.77 | ||
| Q4 25 | $0.11 | $0.87 | ||
| Q3 25 | $0.24 | $0.37 | ||
| Q2 25 | $0.26 | $1.31 | ||
| Q1 25 | $0.25 | $0.67 | ||
| Q4 24 | $0.23 | $0.73 | ||
| Q3 24 | $0.21 | $1.17 | ||
| Q2 24 | $0.18 | $1.26 |
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 | $80.4M |
| 总债务越低越好 | $3.2B | $134.4M |
| 股东权益账面价值 | $2.0B | $1.3B |
| 总资产 | $5.9B | $2.0B |
| 负债/权益比越低杠杆越低 | 1.63× | 0.10× |
8季度趋势,按日历期对齐
现金及短期投资
AM
FELE
| Q1 26 | $180.4M | $80.4M | ||
| Q4 25 | $180.4M | $99.7M | ||
| Q3 25 | — | $102.9M | ||
| Q2 25 | — | $104.6M | ||
| Q1 25 | — | $84.0M | ||
| Q4 24 | — | $220.5M | ||
| Q3 24 | — | $106.3M | ||
| Q2 24 | — | $58.1M |
总债务
AM
FELE
| Q1 26 | $3.2B | $134.4M | ||
| Q4 25 | $3.2B | $135.2M | ||
| Q3 25 | $3.0B | $135.2M | ||
| Q2 25 | $3.0B | $14.5M | ||
| Q1 25 | $3.1B | $14.9M | ||
| Q4 24 | $3.1B | $11.6M | ||
| Q3 24 | $3.2B | $11.6M | ||
| Q2 24 | $3.2B | $87.2M |
股东权益
AM
FELE
| Q1 26 | $2.0B | $1.3B | ||
| Q4 25 | $2.0B | $1.3B | ||
| Q3 25 | $2.1B | $1.3B | ||
| Q2 25 | $2.1B | $1.3B | ||
| Q1 25 | $2.1B | $1.3B | ||
| Q4 24 | $2.1B | $1.3B | ||
| Q3 24 | $2.1B | $1.3B | ||
| Q2 24 | $2.1B | $1.2B |
总资产
AM
FELE
| Q1 26 | $5.9B | $2.0B | ||
| Q4 25 | $5.9B | $1.9B | ||
| Q3 25 | $5.7B | $2.0B | ||
| Q2 25 | $5.7B | $2.0B | ||
| Q1 25 | $5.8B | $1.9B | ||
| Q4 24 | $5.8B | $1.8B | ||
| Q3 24 | $5.8B | $1.8B | ||
| Q2 24 | $5.8B | $1.8B |
负债/权益比
AM
FELE
| Q1 26 | 1.63× | 0.10× | ||
| Q4 25 | 1.63× | 0.10× | ||
| Q3 25 | 1.46× | 0.10× | ||
| Q2 25 | 1.45× | 0.01× | ||
| Q1 25 | 1.49× | 0.01× | ||
| Q4 24 | 1.47× | 0.01× | ||
| Q3 24 | 1.49× | 0.01× | ||
| Q2 24 | 1.50× | 0.07× |
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
AM
FELE
| Q1 26 | $198.9M | — | ||
| Q4 25 | $255.5M | $104.2M | ||
| Q3 25 | $212.8M | $102.7M | ||
| Q2 25 | $265.2M | $51.5M | ||
| Q1 25 | $198.9M | $-19.5M | ||
| Q4 24 | $232.7M | $110.3M | ||
| Q3 24 | $184.9M | $116.1M | ||
| Q2 24 | $215.8M | $36.4M |
自由现金流
AM
FELE
| Q1 26 | $186.9M | — | ||
| Q4 25 | — | $88.7M | ||
| Q3 25 | — | $91.3M | ||
| Q2 25 | — | $39.9M | ||
| Q1 25 | — | $-26.3M | ||
| Q4 24 | — | $97.5M | ||
| Q3 24 | $184.3M | $106.6M | ||
| Q2 24 | $147.2M | $26.1M |
自由现金流率
AM
FELE
| Q1 26 | 64.2% | — | ||
| Q4 25 | — | 17.5% | ||
| Q3 25 | — | 15.7% | ||
| Q2 25 | — | 6.8% | ||
| Q1 25 | — | -5.8% | ||
| Q4 24 | — | 20.1% | ||
| Q3 24 | 68.3% | 20.1% | ||
| Q2 24 | 54.6% | 4.8% |
资本支出强度
AM
FELE
| Q1 26 | 11.1% | — | ||
| Q4 25 | — | 3.1% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | 1.5% | ||
| Q4 24 | 0.0% | 2.6% | ||
| Q3 24 | 0.2% | 1.8% | ||
| Q2 24 | 25.4% | 1.9% |
现金转化率
AM
FELE
| Q1 26 | 1.65× | — | ||
| Q4 25 | 4.92× | 2.65× | ||
| Q3 25 | 1.84× | 6.14× | ||
| Q2 25 | 2.13× | 0.86× | ||
| Q1 25 | 1.65× | -0.63× | ||
| Q4 24 | 2.09× | 3.28× | ||
| Q3 24 | 1.85× | 2.13× | ||
| Q2 24 | 2.51× | 0.62× |
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% |
FELE
暂无分部数据