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Antero Midstream Corp（AM）与迈心诺（MASI）财务数据对比。点击上方公司名可切换其他公司
迈心诺的季度营收约是Antero Midstream Corp的1.3倍（$371.5M vs $291.1M），Antero Midstream Corp净利率更高（41.5% vs -27.0%，领先68.5%），Antero Midstream Corp同比增速更快（-7.3% vs -26.4%），Antero Midstream Corp自由现金流更多（$186.9M vs $50.9M），过去两年Antero Midstream Corp的营收复合增速更高（3.9% vs -17.7%）
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。
迈心诺（Masimo Corporation）是总部位于美国加利福尼亚州尔湾的健康科技及消费电子企业，核心产品包括面向医院及家用场景的患者监护设备、无创传感器及配套软件平台，同时也布局了消费级音频和可穿戴设备赛道。
AM vs MASI — 直观对比
营收规模更大
MASI
是对方的1.3倍
$291.1M
营收增速更快
AM
高出19.0%
-26.4%
净利率更高
AM
高出68.5%
-27.0%
自由现金流更多
AM
多$136.0M
$50.9M
两年增速更快
AM
近两年复合增速
-17.7%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $291.1M | $371.5M |
| 净利润 | $120.7M | $-100.4M |
| 毛利率 | — | 62.1% |
| 营业利润率 | 60.9% | 22.5% |
| 净利率 | 41.5% | -27.0% |
| 营收同比 | -7.3% | -26.4% |
| 净利润同比 | 2.1% | -1124.5% |
| 每股收益（稀释后） | $0.25 | $-1.84 |
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AMMASI
| Q1 26 | $291.1M | — | ||
| Q4 25 | $297.0M | — | ||
| Q3 25 | $294.8M | $371.5M | ||
| Q2 25 | $305.5M | $370.9M | ||
| Q1 25 | $291.1M | $372.0M | ||
| Q4 24 | $287.5M | $600.7M | ||
| Q3 24 | $269.9M | $504.6M | ||
| Q2 24 | $269.8M | $496.3M |
净利润AMMASI
| Q1 26 | $120.7M | — | ||
| Q4 25 | $51.9M | — | ||
| Q3 25 | $116.0M | $-100.4M | ||
| Q2 25 | $124.5M | $51.3M | ||
| Q1 25 | $120.7M | $-170.7M | ||
| Q4 24 | $111.2M | $-349.6M | ||
| Q3 24 | $99.7M | $9.8M | ||
| Q2 24 | $86.0M | $16.0M |
毛利率AMMASI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 62.1% | ||
| Q2 25 | — | 62.9% | ||
| Q1 25 | — | 62.9% | ||
| Q4 24 | — | 40.7% | ||
| Q3 24 | — | 52.2% | ||
| Q2 24 | — | 51.3% |
营业利润率AMMASI
| Q1 26 | 60.9% | — | ||
| Q4 25 | 33.8% | — | ||
| Q3 25 | 61.2% | 22.5% | ||
| Q2 25 | 61.0% | 17.4% | ||
| Q1 25 | 60.9% | 21.0% | ||
| Q4 24 | 61.8% | -59.8% | ||
| Q3 24 | 60.2% | 6.0% | ||
| Q2 24 | 56.6% | 5.7% |
净利率AMMASI
| Q1 26 | 41.5% | — | ||
| Q4 25 | 17.5% | — | ||
| Q3 25 | 39.3% | -27.0% | ||
| Q2 25 | 40.8% | 13.8% | ||
| Q1 25 | 41.5% | -45.9% | ||
| Q4 24 | 38.7% | -58.2% | ||
| Q3 24 | 37.0% | 1.9% | ||
| Q2 24 | 31.9% | 3.2% |
每股收益（稀释后）AMMASI
| Q1 26 | $0.25 | — | ||
| Q4 25 | $0.11 | — | ||
| Q3 25 | $0.24 | $-1.84 | ||
| Q2 25 | $0.26 | $0.94 | ||
| Q1 25 | $0.25 | $-3.12 | ||
| Q4 24 | $0.23 | $-6.54 | ||
| Q3 24 | $0.21 | $0.18 | ||
| Q2 24 | $0.18 | $0.29 |
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 | $312.3M |
| 总债务越低越好 | $3.2B | $559.1M |
| 股东权益账面价值 | $2.0B | $810.0M |
| 总资产 | $5.9B | $1.8B |
| 负债/权益比越低杠杆越低 | 1.63× | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资AMMASI
| Q1 26 | $180.4M | — | ||
| Q4 25 | $180.4M | — | ||
| Q3 25 | — | $312.3M | ||
| Q2 25 | — | $149.6M | ||
| Q1 25 | — | $130.8M | ||
| Q4 24 | — | $177.6M | ||
| Q3 24 | — | $158.5M | ||
| Q2 24 | — | $129.6M |
总债务AMMASI
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.0B | $559.1M | ||
| Q2 25 | $3.0B | $613.7M | ||
| Q1 25 | $3.1B | $651.0M | ||
| Q4 24 | $3.1B | $765.2M | ||
| Q3 24 | $3.2B | $772.6M | ||
| Q2 24 | $3.2B | $781.6M |
股东权益AMMASI
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.1B | $810.0M | ||
| Q2 25 | $2.1B | $1.0B | ||
| Q1 25 | $2.1B | $946.4M | ||
| Q4 24 | $2.1B | $1.1B | ||
| Q3 24 | $2.1B | $1.5B | ||
| Q2 24 | $2.1B | $1.4B |
总资产AMMASI
| Q1 26 | $5.9B | — | ||
| Q4 25 | $5.9B | — | ||
| Q3 25 | $5.7B | $1.8B | ||
| Q2 25 | $5.7B | $2.4B | ||
| Q1 25 | $5.8B | $2.3B | ||
| Q4 24 | $5.8B | $2.6B | ||
| Q3 24 | $5.8B | $3.1B | ||
| Q2 24 | $5.8B | $2.9B |
负债/权益比AMMASI
| Q1 26 | 1.63× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.46× | 0.69× | ||
| Q2 25 | 1.45× | 0.59× | ||
| Q1 25 | 1.49× | 0.69× | ||
| Q4 24 | 1.47× | 0.73× | ||
| Q3 24 | 1.49× | 0.53× | ||
| Q2 24 | 1.50× | 0.57× |
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 | $56.8M |
| 自由现金流经营现金流 - 资本支出 | $186.9M | $50.9M |
| 自由现金流率自由现金流/营收 | 64.2% | 13.7% |
| 资本支出强度资本支出/营收 | 11.1% | 1.6% |
| 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 | — | $191.0M |
8季度趋势，按日历期对齐
经营现金流AMMASI
| Q1 26 | $198.9M | — | ||
| Q4 25 | $255.5M | — | ||
| Q3 25 | $212.8M | $56.8M | ||
| Q2 25 | $265.2M | $69.4M | ||
| Q1 25 | $198.9M | $31.1M | ||
| Q4 24 | $232.7M | $50.5M | ||
| Q3 24 | $184.9M | $25.6M | ||
| Q2 24 | $215.8M | $74.5M |
自由现金流AMMASI
| Q1 26 | $186.9M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $50.9M | ||
| Q2 25 | — | $65.6M | ||
| Q1 25 | — | $28.5M | ||
| Q4 24 | — | $46.0M | ||
| Q3 24 | $184.3M | $16.9M | ||
| Q2 24 | $147.2M | $66.9M |
自由现金流率AMMASI
| Q1 26 | 64.2% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 13.7% | ||
| Q2 25 | — | 17.7% | ||
| Q1 25 | — | 7.7% | ||
| Q4 24 | — | 7.7% | ||
| Q3 24 | 68.3% | 3.3% | ||
| Q2 24 | 54.6% | 13.5% |
资本支出强度AMMASI
| Q1 26 | 11.1% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 1.6% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 0.7% | ||
| Q4 24 | 0.0% | 0.7% | ||
| Q3 24 | 0.2% | 1.7% | ||
| Q2 24 | 25.4% | 1.5% |
现金转化率AMMASI
| Q1 26 | 1.65× | — | ||
| Q4 25 | 4.92× | — | ||
| Q3 25 | 1.84× | — | ||
| Q2 25 | 2.13× | 1.35× | ||
| Q1 25 | 1.65× | — | ||
| Q4 24 | 2.09× | — | ||
| Q3 24 | 1.85× | 2.61× | ||
| Q2 24 | 2.51× | 4.66× |
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% |
MASI
暂无分部数据
