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Antero Midstream Corp(AM)与POWELL INDUSTRIES INC(POWL)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POWELL INDUSTRIES INC的1.2倍($291.1M vs $251.2M),Antero Midstream Corp净利率更高(41.5% vs 16.5%,领先25.0%),POWELL INDUSTRIES INC同比增速更快(4.0% vs -7.3%),过去两年Antero Midstream Corp的营收复合增速更高(3.9% vs -0.8%)
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。
Powell Industries Inc.成立于1947年,总部位于美国得克萨斯州休斯敦,是专业的电气设备及集成封装解决方案供应商,产品主要面向工商业市场,用于电力配送环节的监测与控制。
AM vs POWL — 直观对比
营收规模更大
AM
是对方的1.2倍
$251.2M
营收增速更快
POWL
高出11.4%
-7.3%
净利率更高
AM
高出25.0%
16.5%
两年增速更快
AM
近两年复合增速
-0.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $291.1M | $251.2M |
| 净利润 | $120.7M | $41.4M |
| 毛利率 | — | 28.4% |
| 营业利润率 | 60.9% | 17.0% |
| 净利率 | 41.5% | 16.5% |
| 营收同比 | -7.3% | 4.0% |
| 净利润同比 | 2.1% | 19.1% |
| 每股收益(稀释后) | $0.25 | $3.40 |
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
POWL
| Q1 26 | $291.1M | — | ||
| Q4 25 | $297.0M | $251.2M | ||
| Q3 25 | $294.8M | $298.0M | ||
| Q2 25 | $305.5M | $286.3M | ||
| Q1 25 | $291.1M | $278.6M | ||
| Q4 24 | $287.5M | $241.4M | ||
| Q3 24 | $269.9M | $275.1M | ||
| Q2 24 | $269.8M | $288.2M |
净利润
AM
POWL
| Q1 26 | $120.7M | — | ||
| Q4 25 | $51.9M | $41.4M | ||
| Q3 25 | $116.0M | $51.4M | ||
| Q2 25 | $124.5M | $48.2M | ||
| Q1 25 | $120.7M | $46.3M | ||
| Q4 24 | $111.2M | $34.8M | ||
| Q3 24 | $99.7M | $46.1M | ||
| Q2 24 | $86.0M | $46.2M |
毛利率
AM
POWL
| Q1 26 | — | — | ||
| Q4 25 | — | 28.4% | ||
| Q3 25 | — | 31.4% | ||
| Q2 25 | — | 30.7% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 24.7% | ||
| Q3 24 | — | 29.2% | ||
| Q2 24 | — | 28.4% |
营业利润率
AM
POWL
| Q1 26 | 60.9% | — | ||
| Q4 25 | 33.8% | 17.0% | ||
| Q3 25 | 61.2% | 21.2% | ||
| Q2 25 | 61.0% | 21.0% | ||
| Q1 25 | 60.9% | 21.1% | ||
| Q4 24 | 61.8% | 14.7% | ||
| Q3 24 | 60.2% | 20.4% | ||
| Q2 24 | 56.6% | 19.9% |
净利率
AM
POWL
| Q1 26 | 41.5% | — | ||
| Q4 25 | 17.5% | 16.5% | ||
| Q3 25 | 39.3% | 17.3% | ||
| Q2 25 | 40.8% | 16.8% | ||
| Q1 25 | 41.5% | 16.6% | ||
| Q4 24 | 38.7% | 14.4% | ||
| Q3 24 | 37.0% | 16.7% | ||
| Q2 24 | 31.9% | 16.0% |
每股收益(稀释后)
AM
POWL
| Q1 26 | $0.25 | — | ||
| Q4 25 | $0.11 | $3.40 | ||
| Q3 25 | $0.24 | $4.23 | ||
| Q2 25 | $0.26 | $3.96 | ||
| Q1 25 | $0.25 | $3.81 | ||
| Q4 24 | $0.23 | $2.86 | ||
| Q3 24 | $0.21 | $3.77 | ||
| Q2 24 | $0.18 | $3.79 |
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 | $500.8M |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $2.0B | $668.9M |
| 总资产 | $5.9B | $1.1B |
| 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
POWL
| Q1 26 | $180.4M | — | ||
| Q4 25 | $180.4M | $500.8M | ||
| Q3 25 | — | $475.5M | ||
| Q2 25 | — | $433.0M | ||
| Q1 25 | — | $389.3M | ||
| Q4 24 | — | $373.4M | ||
| Q3 24 | — | $358.4M | ||
| Q2 24 | — | $374.0M |
总债务
AM
POWL
| 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
POWL
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $668.9M | ||
| Q3 25 | $2.1B | $640.8M | ||
| Q2 25 | $2.1B | $594.9M | ||
| Q1 25 | $2.1B | $541.4M | ||
| Q4 24 | $2.1B | $496.3M | ||
| Q3 24 | $2.1B | $483.1M | ||
| Q2 24 | $2.1B | $436.7M |
总资产
AM
POWL
| Q1 26 | $5.9B | — | ||
| Q4 25 | $5.9B | $1.1B | ||
| Q3 25 | $5.7B | $1.1B | ||
| Q2 25 | $5.7B | $1.0B | ||
| Q1 25 | $5.8B | $965.4M | ||
| Q4 24 | $5.8B | $912.7M | ||
| Q3 24 | $5.8B | $928.2M | ||
| Q2 24 | $5.8B | $869.0M |
负债/权益比
AM
POWL
| 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 | $43.6M |
| 自由现金流经营现金流 - 资本支出 | — | $41.6M |
| 自由现金流率自由现金流/营收 | — | 16.6% |
| 资本支出强度资本支出/营收 | 11.1% | 0.8% |
| 现金转化率经营现金流/净利润 | 1.65× | 1.05× |
| 过去12个月自由现金流最近4个季度 | — | $161.5M |
8季度趋势,按日历期对齐
经营现金流
AM
POWL
| Q1 26 | $198.9M | — | ||
| Q4 25 | $255.5M | $43.6M | ||
| Q3 25 | $212.8M | $61.1M | ||
| Q2 25 | $265.2M | $47.4M | ||
| Q1 25 | $198.9M | $22.4M | ||
| Q4 24 | $232.7M | $37.1M | ||
| Q3 24 | $184.9M | $-6.0M | ||
| Q2 24 | $215.8M | $13.8M |
自由现金流
AM
POWL
| Q1 26 | — | — | ||
| Q4 25 | — | $41.6M | ||
| Q3 25 | — | $59.3M | ||
| Q2 25 | — | $42.3M | ||
| Q1 25 | — | $18.3M | ||
| Q4 24 | — | $34.9M | ||
| Q3 24 | $184.3M | $-14.4M | ||
| Q2 24 | $147.2M | $12.4M |
自由现金流率
AM
POWL
| Q1 26 | — | — | ||
| Q4 25 | — | 16.6% | ||
| Q3 25 | — | 19.9% | ||
| Q2 25 | — | 14.8% | ||
| Q1 25 | — | 6.6% | ||
| Q4 24 | — | 14.4% | ||
| Q3 24 | 68.3% | -5.3% | ||
| Q2 24 | 54.6% | 4.3% |
资本支出强度
AM
POWL
| Q1 26 | 11.1% | — | ||
| Q4 25 | — | 0.8% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 1.5% | ||
| Q4 24 | 0.0% | 0.9% | ||
| Q3 24 | 0.2% | 3.1% | ||
| Q2 24 | 25.4% | 0.5% |
现金转化率
AM
POWL
| Q1 26 | 1.65× | — | ||
| Q4 25 | 4.92× | 1.05× | ||
| Q3 25 | 1.84× | 1.19× | ||
| Q2 25 | 2.13× | 0.98× | ||
| Q1 25 | 1.65× | 0.48× | ||
| Q4 24 | 2.09× | 1.07× | ||
| Q3 24 | 1.85× | -0.13× | ||
| Q2 24 | 2.51× | 0.30× |
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% |
POWL
| Oil And Gas Service | $97.9M | 39% |
| Electricity | $69.3M | 28% |
| Commercial And Other Industrial | $40.6M | 16% |
| Petrochemical | $22.8M | 9% |
| Other Customers | $12.0M | 5% |
| Light Rail Traction Power Customer | $8.6M | 3% |