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Antero Midstream Corp（AM）与ServisFirst Bancshares, Inc.（SFBS）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ServisFirst Bancshares, Inc.的1.8倍（$291.1M vs $159.0M），ServisFirst Bancshares, Inc.净利率更高（52.2% vs 41.5%，领先10.7%），过去两年ServisFirst Bancshares, Inc.的营收复合增速更高（17.7% 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。
ServisFirst Bancshares是一家总部位于美国的银行控股公司，主要在美国东南部地区运营全服务银行网点，为中小企业、专业客户及个人消费者提供商业银行、个人银行、财富管理及抵押贷款等多元金融服务。
AM vs SFBS — 直观对比
营收规模更大
AM
是对方的1.8倍
$159.0M
净利率更高
SFBS
高出10.7%
41.5%
两年增速更快
SFBS
近两年复合增速
3.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $291.1M | $159.0M |
| 净利润 | $120.7M | $83.0M |
| 毛利率 | — | — |
| 营业利润率 | 60.9% | — |
| 净利率 | 41.5% | 52.2% |
| 营收同比 | -7.3% | — |
| 净利润同比 | 2.1% | 31.2% |
| 每股收益（稀释后） | $0.25 | $1.52 |
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AMSFBS
| Q1 26 | $291.1M | $159.0M | ||
| Q4 25 | $297.0M | $162.2M | ||
| Q3 25 | $294.8M | $136.3M | ||
| Q2 25 | $305.5M | $132.1M | ||
| Q1 25 | $291.1M | $131.8M | ||
| Q4 24 | $287.5M | $131.9M | ||
| Q3 24 | $269.9M | $123.7M | ||
| Q2 24 | $269.8M | $114.8M |
净利润AMSFBS
| Q1 26 | $120.7M | $83.0M | ||
| Q4 25 | $51.9M | $86.4M | ||
| Q3 25 | $116.0M | $65.6M | ||
| Q2 25 | $124.5M | $61.4M | ||
| Q1 25 | $120.7M | $63.2M | ||
| Q4 24 | $111.2M | $65.2M | ||
| Q3 24 | $99.7M | $59.9M | ||
| Q2 24 | $86.0M | $52.1M |
营业利润率AMSFBS
| Q1 26 | 60.9% | — | ||
| Q4 25 | 33.8% | 66.3% | ||
| Q3 25 | 61.2% | 57.8% | ||
| Q2 25 | 61.0% | 58.0% | ||
| Q1 25 | 60.9% | 60.0% | ||
| Q4 24 | 61.8% | 60.2% | ||
| Q3 24 | 60.2% | 58.5% | ||
| Q2 24 | 56.6% | 58.0% |
净利率AMSFBS
| Q1 26 | 41.5% | 52.2% | ||
| Q4 25 | 17.5% | 59.0% | ||
| Q3 25 | 39.3% | 48.1% | ||
| Q2 25 | 40.8% | 46.5% | ||
| Q1 25 | 41.5% | 48.0% | ||
| Q4 24 | 38.7% | 52.9% | ||
| Q3 24 | 37.0% | 48.4% | ||
| Q2 24 | 31.9% | 45.4% |
每股收益（稀释后）AMSFBS
| Q1 26 | $0.25 | $1.52 | ||
| Q4 25 | $0.11 | $1.58 | ||
| Q3 25 | $0.24 | $1.20 | ||
| Q2 25 | $0.26 | $1.12 | ||
| Q1 25 | $0.25 | $1.16 | ||
| Q4 24 | $0.23 | $1.19 | ||
| Q3 24 | $0.21 | $1.10 | ||
| Q2 24 | $0.18 | $0.95 |
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 | $1.8B |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $2.0B | $1.9B |
| 总资产 | $5.9B | $18.2B |
| 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AMSFBS
| Q1 26 | $180.4M | $1.8B | ||
| Q4 25 | $180.4M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
总债务AMSFBS
| 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AMSFBS
| Q1 26 | $2.0B | $1.9B | ||
| Q4 25 | $2.0B | $1.8B | ||
| Q3 25 | $2.1B | $1.8B | ||
| Q2 25 | $2.1B | $1.7B | ||
| Q1 25 | $2.1B | $1.7B | ||
| Q4 24 | $2.1B | $1.6B | ||
| Q3 24 | $2.1B | $1.6B | ||
| Q2 24 | $2.1B | $1.5B |
总资产AMSFBS
| Q1 26 | $5.9B | $18.2B | ||
| Q4 25 | $5.9B | $17.7B | ||
| Q3 25 | $5.7B | $17.6B | ||
| Q2 25 | $5.7B | $17.4B | ||
| Q1 25 | $5.8B | $18.6B | ||
| Q4 24 | $5.8B | $17.4B | ||
| Q3 24 | $5.8B | $16.4B | ||
| Q2 24 | $5.8B | $16.0B |
负债/权益比AMSFBS
| 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 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 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AMSFBS
| Q1 26 | $198.9M | — | ||
| Q4 25 | $255.5M | $355.2M | ||
| Q3 25 | $212.8M | $140.9M | ||
| Q2 25 | $265.2M | $67.6M | ||
| Q1 25 | $198.9M | $48.0M | ||
| Q4 24 | $232.7M | $252.9M | ||
| Q3 24 | $184.9M | $84.0M | ||
| Q2 24 | $215.8M | $48.3M |
自由现金流AMSFBS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $184.3M | — | ||
| Q2 24 | $147.2M | — |
自由现金流率AMSFBS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 68.3% | — | ||
| Q2 24 | 54.6% | — |
资本支出强度AMSFBS
| Q1 26 | 11.1% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 0.2% | — | ||
| Q2 24 | 25.4% | — |
现金转化率AMSFBS
| Q1 26 | 1.65× | — | ||
| Q4 25 | 4.92× | 4.11× | ||
| Q3 25 | 1.84× | 2.15× | ||
| Q2 25 | 2.13× | 1.10× | ||
| Q1 25 | 1.65× | 0.76× | ||
| Q4 24 | 2.09× | 3.88× | ||
| Q3 24 | 1.85× | 1.40× | ||
| Q2 24 | 2.51× | 0.93× |
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% |
SFBS
| Net Interest Income | $148.1M | 93% |
| Noninterest Income | $10.8M | 7% |
