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Antero Midstream Corp(AM)与GLAUKOS Corp(GKOS)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GLAUKOS Corp的1.9倍($291.1M vs $150.6M),Antero Midstream Corp净利率更高(41.5% vs 6.2%,领先35.3%),GLAUKOS Corp同比增速更快(41.2% vs -7.3%),过去两年GLAUKOS Corp的营收复合增速更高(25.4% 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。
Glaukos Corp是一家专注于眼科领域的医疗科技企业,开发并商业化用于治疗青光眼、角膜疾病等眼部病症的微创手术器械、处方药物及消费级产品,主要市场覆盖北美、欧洲及亚太地区,为全球医院、眼科诊所及患者提供服务。
AM vs GKOS — 直观对比
营收规模更大
AM
是对方的1.9倍
$150.6M
营收增速更快
GKOS
高出48.5%
-7.3%
净利率更高
AM
高出35.3%
6.2%
两年增速更快
GKOS
近两年复合增速
3.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $291.1M | $150.6M |
| 净利润 | $120.7M | $9.4M |
| 毛利率 | — | 77.9% |
| 营业利润率 | 60.9% | 9.0% |
| 净利率 | 41.5% | 6.2% |
| 营收同比 | -7.3% | 41.2% |
| 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
AM
GKOS
| Q1 26 | $291.1M | $150.6M | ||
| Q4 25 | $297.0M | $143.1M | ||
| Q3 25 | $294.8M | $133.5M | ||
| Q2 25 | $305.5M | $124.1M | ||
| Q1 25 | $291.1M | $106.7M | ||
| Q4 24 | $287.5M | $105.5M | ||
| Q3 24 | $269.9M | $96.7M | ||
| Q2 24 | $269.8M | $95.7M |
净利润
AM
GKOS
| Q1 26 | $120.7M | $9.4M | ||
| Q4 25 | $51.9M | $-133.7M | ||
| Q3 25 | $116.0M | $-16.2M | ||
| Q2 25 | $124.5M | $-19.7M | ||
| Q1 25 | $120.7M | $-18.1M | ||
| Q4 24 | $111.2M | $-33.6M | ||
| Q3 24 | $99.7M | $-21.4M | ||
| Q2 24 | $86.0M | $-50.5M |
毛利率
AM
GKOS
| Q1 26 | — | 77.9% | ||
| Q4 25 | — | -1.1% | ||
| Q3 25 | — | 78.4% | ||
| Q2 25 | — | 78.3% | ||
| Q1 25 | — | 77.2% | ||
| Q4 24 | — | 72.9% | ||
| Q3 24 | — | 76.6% | ||
| Q2 24 | — | 76.4% |
营业利润率
AM
GKOS
| Q1 26 | 60.9% | 9.0% | ||
| Q4 25 | 33.8% | -97.7% | ||
| Q3 25 | 61.2% | -12.3% | ||
| Q2 25 | 61.0% | -18.3% | ||
| Q1 25 | 60.9% | -19.4% | ||
| Q4 24 | 61.8% | -27.2% | ||
| Q3 24 | 60.2% | -25.5% | ||
| Q2 24 | 56.6% | -31.3% |
净利率
AM
GKOS
| Q1 26 | 41.5% | 6.2% | ||
| Q4 25 | 17.5% | -93.4% | ||
| Q3 25 | 39.3% | -12.2% | ||
| Q2 25 | 40.8% | -15.8% | ||
| Q1 25 | 41.5% | -17.0% | ||
| Q4 24 | 38.7% | -31.8% | ||
| Q3 24 | 37.0% | -22.1% | ||
| Q2 24 | 31.9% | -52.8% |
每股收益(稀释后)
AM
GKOS
| Q1 26 | $0.25 | — | ||
| Q4 25 | $0.11 | $-2.34 | ||
| Q3 25 | $0.24 | $-0.28 | ||
| Q2 25 | $0.26 | $-0.34 | ||
| Q1 25 | $0.25 | $-0.32 | ||
| Q4 24 | $0.23 | $-0.56 | ||
| Q3 24 | $0.21 | $-0.39 | ||
| Q2 24 | $0.18 | $-1.00 |
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 | $276.7M |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $2.0B | $670.9M |
| 总资产 | $5.9B | $893.3M |
| 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
GKOS
| Q1 26 | $180.4M | $276.7M | ||
| Q4 25 | $180.4M | $90.8M | ||
| Q3 25 | — | $98.2M | ||
| Q2 25 | — | $100.8M | ||
| Q1 25 | — | $114.3M | ||
| Q4 24 | — | $169.6M | ||
| Q3 24 | — | $100.1M | ||
| Q2 24 | — | $68.1M |
总债务
AM
GKOS
| 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
AM
GKOS
| Q1 26 | $2.0B | $670.9M | ||
| Q4 25 | $2.0B | $656.2M | ||
| Q3 25 | $2.1B | $769.5M | ||
| Q2 25 | $2.1B | $765.1M | ||
| Q1 25 | $2.1B | $764.0M | ||
| Q4 24 | $2.1B | $766.9M | ||
| Q3 24 | $2.1B | $668.5M | ||
| Q2 24 | $2.1B | $665.2M |
总资产
AM
GKOS
| Q1 26 | $5.9B | $893.3M | ||
| Q4 25 | $5.9B | $893.5M | ||
| Q3 25 | $5.7B | $999.4M | ||
| Q2 25 | $5.7B | $987.0M | ||
| Q1 25 | $5.8B | $966.2M | ||
| Q4 24 | $5.8B | $974.8M | ||
| Q3 24 | $5.8B | $926.5M | ||
| Q2 24 | $5.8B | $919.7M |
负债/权益比
AM
GKOS
| 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
AM
GKOS
| Q1 26 | $198.9M | — | ||
| Q4 25 | $255.5M | $6.8M | ||
| Q3 25 | $212.8M | $-10.1M | ||
| Q2 25 | $265.2M | $7.0M | ||
| Q1 25 | $198.9M | $-18.5M | ||
| Q4 24 | $232.7M | $507.0K | ||
| Q3 24 | $184.9M | $-9.6M | ||
| Q2 24 | $215.8M | $-18.4M |
自由现金流
AM
GKOS
| Q1 26 | $186.9M | — | ||
| Q4 25 | — | $3.9M | ||
| Q3 25 | — | $-11.7M | ||
| Q2 25 | — | $5.8M | ||
| Q1 25 | — | $-20.5M | ||
| Q4 24 | — | $-1.2M | ||
| Q3 24 | $184.3M | $-11.0M | ||
| Q2 24 | $147.2M | $-20.5M |
自由现金流率
AM
GKOS
| Q1 26 | 64.2% | — | ||
| Q4 25 | — | 2.7% | ||
| Q3 25 | — | -8.8% | ||
| Q2 25 | — | 4.7% | ||
| Q1 25 | — | -19.2% | ||
| Q4 24 | — | -1.2% | ||
| Q3 24 | 68.3% | -11.4% | ||
| Q2 24 | 54.6% | -21.4% |
资本支出强度
AM
GKOS
| Q1 26 | 11.1% | — | ||
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | — | 0.9% | ||
| Q1 25 | — | 1.8% | ||
| Q4 24 | 0.0% | 1.6% | ||
| Q3 24 | 0.2% | 1.5% | ||
| Q2 24 | 25.4% | 2.2% |
现金转化率
AM
GKOS
| 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% |
GKOS
暂无分部数据