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Antero Midstream Corp（AM）与ROGERS CORP（ROG）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ROGERS CORP的1.5倍（$291.1M vs $200.5M），Antero Midstream Corp净利率更高（41.5% vs 2.2%，领先39.2%），ROGERS CORP同比增速更快（5.2% vs -7.3%），Antero Midstream Corp自由现金流更多（$186.9M vs $1.1M），过去两年Antero Midstream Corp的营收复合增速更高（3.9% vs -3.3%）
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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
AM vs ROG — 直观对比
营收规模更大
AM
是对方的1.5倍
$200.5M
营收增速更快
ROG
高出12.6%
-7.3%
净利率更高
AM
高出39.2%
2.2%
自由现金流更多
AM
多$185.8M
$1.1M
两年增速更快
AM
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $291.1M | $200.5M |
| 净利润 | $120.7M | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | 60.9% | — |
| 净利率 | 41.5% | 2.2% |
| 营收同比 | -7.3% | 5.2% |
| 净利润同比 | 2.1% | 421.4% |
| 每股收益（稀释后） | $0.25 | $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AMROG
| Q1 26 | $291.1M | $200.5M | ||
| Q4 25 | $297.0M | $201.5M | ||
| Q3 25 | $294.8M | $216.0M | ||
| Q2 25 | $305.5M | $202.8M | ||
| Q1 25 | $291.1M | $190.5M | ||
| Q4 24 | $287.5M | $192.2M | ||
| Q3 24 | $269.9M | $210.3M | ||
| Q2 24 | $269.8M | $214.2M |
净利润AMROG
| Q1 26 | $120.7M | $4.5M | ||
| Q4 25 | $51.9M | $4.6M | ||
| Q3 25 | $116.0M | $8.6M | ||
| Q2 25 | $124.5M | $-73.6M | ||
| Q1 25 | $120.7M | $-1.4M | ||
| Q4 24 | $111.2M | $-500.0K | ||
| Q3 24 | $99.7M | $10.7M | ||
| Q2 24 | $86.0M | $8.1M |
毛利率AMROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 34.1% |
营业利润率AMROG
| Q1 26 | 60.9% | — | ||
| Q4 25 | 33.8% | 3.5% | ||
| Q3 25 | 61.2% | 7.3% | ||
| Q2 25 | 61.0% | -33.3% | ||
| Q1 25 | 60.9% | -0.2% | ||
| Q4 24 | 61.8% | -6.6% | ||
| Q3 24 | 60.2% | 6.9% | ||
| Q2 24 | 56.6% | 5.3% |
净利率AMROG
| Q1 26 | 41.5% | 2.2% | ||
| Q4 25 | 17.5% | 2.3% | ||
| Q3 25 | 39.3% | 4.0% | ||
| Q2 25 | 40.8% | -36.3% | ||
| Q1 25 | 41.5% | -0.7% | ||
| Q4 24 | 38.7% | -0.3% | ||
| Q3 24 | 37.0% | 5.1% | ||
| Q2 24 | 31.9% | 3.8% |
每股收益（稀释后）AMROG
| Q1 26 | $0.25 | $0.25 | ||
| Q4 25 | $0.11 | $0.20 | ||
| Q3 25 | $0.24 | $0.48 | ||
| Q2 25 | $0.26 | $-4.00 | ||
| Q1 25 | $0.25 | $-0.08 | ||
| Q4 24 | $0.23 | $-0.04 | ||
| Q3 24 | $0.21 | $0.58 | ||
| Q2 24 | $0.18 | $0.44 |
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 | $195.8M |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $2.0B | $1.2B |
| 总资产 | $5.9B | $1.4B |
| 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AMROG
| Q1 26 | $180.4M | $195.8M | ||
| Q4 25 | $180.4M | $197.0M | ||
| Q3 25 | — | $167.8M | ||
| Q2 25 | — | $157.2M | ||
| Q1 25 | — | $175.6M | ||
| Q4 24 | — | $159.8M | ||
| Q3 24 | — | $146.4M | ||
| Q2 24 | — | $119.9M |
总债务AMROG
| 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AMROG
| Q1 26 | $2.0B | $1.2B | ||
| Q4 25 | $2.0B | $1.2B | ||
| Q3 25 | $2.1B | $1.2B | ||
| Q2 25 | $2.1B | $1.2B | ||
| Q1 25 | $2.1B | $1.3B | ||
| Q4 24 | $2.1B | $1.3B | ||
| Q3 24 | $2.1B | $1.3B | ||
| Q2 24 | $2.1B | $1.3B |
总资产AMROG
| Q1 26 | $5.9B | $1.4B | ||
| Q4 25 | $5.9B | $1.4B | ||
| Q3 25 | $5.7B | $1.4B | ||
| Q2 25 | $5.7B | $1.5B | ||
| Q1 25 | $5.8B | $1.5B | ||
| Q4 24 | $5.8B | $1.5B | ||
| Q3 24 | $5.8B | $1.5B | ||
| Q2 24 | $5.8B | $1.5B |
负债/权益比AMROG
| 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 | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $186.9M | $1.1M |
| 自由现金流率自由现金流/营收 | 64.2% | 0.5% |
| 资本支出强度资本支出/营收 | 11.1% | 2.3% |
| 现金转化率经营现金流/净利润 | 1.65× | 1.29× |
| 过去12个月自由现金流最近4个季度 | — | $70.1M |
8季度趋势，按日历期对齐
经营现金流AMROG
| Q1 26 | $198.9M | $5.8M | ||
| Q4 25 | $255.5M | $46.9M | ||
| Q3 25 | $212.8M | $28.9M | ||
| Q2 25 | $265.2M | $13.7M | ||
| Q1 25 | $198.9M | $11.7M | ||
| Q4 24 | $232.7M | $33.7M | ||
| Q3 24 | $184.9M | $42.4M | ||
| Q2 24 | $215.8M | $22.9M |
自由现金流AMROG
| Q1 26 | $186.9M | $1.1M | ||
| Q4 25 | — | $42.2M | ||
| Q3 25 | — | $21.2M | ||
| Q2 25 | — | $5.6M | ||
| Q1 25 | — | $2.1M | ||
| Q4 24 | — | $18.3M | ||
| Q3 24 | $184.3M | $25.2M | ||
| Q2 24 | $147.2M | $8.8M |
自由现金流率AMROG
| Q1 26 | 64.2% | 0.5% | ||
| Q4 25 | — | 20.9% | ||
| Q3 25 | — | 9.8% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | 68.3% | 12.0% | ||
| Q2 24 | 54.6% | 4.1% |
资本支出强度AMROG
| Q1 26 | 11.1% | 2.3% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 4.0% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | 0.0% | 8.0% | ||
| Q3 24 | 0.2% | 8.2% | ||
| Q2 24 | 25.4% | 6.6% |
现金转化率AMROG
| Q1 26 | 1.65× | 1.29× | ||
| Q4 25 | 4.92× | 10.20× | ||
| Q3 25 | 1.84× | 3.36× | ||
| Q2 25 | 2.13× | — | ||
| Q1 25 | 1.65× | — | ||
| Q4 24 | 2.09× | — | ||
| Q3 24 | 1.85× | 3.96× | ||
| Q2 24 | 2.51× | 2.83× |
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% |
ROG
暂无分部数据
