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英美资源集团（AMSC）与OPAL Fuels Inc.（OPAL）财务数据对比。点击上方公司名可切换其他公司
OPAL Fuels Inc.的季度营收约是英美资源集团的1.2倍（$88.4M vs $74.5M），英美资源集团净利率更高（158.1% vs 18.3%，领先139.8%），英美资源集团同比增速更快（21.4% vs 18.7%），英美资源集团自由现金流更多（$2.4M vs $-13.4M），过去两年英美资源集团的营收复合增速更高（33.2% vs 17.6%）
英美资源集团是一家总部位于英国伦敦的跨国矿业企业，是全球最大的铂金生产商，产量约占全球总产出的40%，同时也是钻石、铜、镍、铁矿石、多卤石、炼焦煤的主要供应商，业务布局覆盖非洲、亚洲、大洋洲、欧洲、南北美洲多个地区。
OPAL Fuels Inc.是一家北美能源企业，专注于生产和分销低碳可再生天然气（RNG）。公司从垃圾填埋场、奶牛场等有机废物流中收集甲烷，产出的可再生天然气主要供应给重型运输车队、商业物流运营商及公共交通实体，助力降低碳排放。
AMSC vs OPAL — 直观对比
营收规模更大
OPAL
是对方的1.2倍
$74.5M
营收增速更快
AMSC
高出2.6%
18.7%
净利率更高
AMSC
高出139.8%
18.3%
自由现金流更多
AMSC
多$15.7M
$-13.4M
两年增速更快
AMSC
近两年复合增速
17.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $74.5M | $88.4M |
| 净利润 | $117.8M | $16.2M |
| 毛利率 | 30.7% | — |
| 营业利润率 | 4.5% | 7.5% |
| 净利率 | 158.1% | 18.3% |
| 营收同比 | 21.4% | 18.7% |
| 净利润同比 | 4679.1% | 401.5% |
| 每股收益（稀释后） | $2.62 | $0.08 |
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AMSCOPAL
| Q4 25 | $74.5M | $88.4M | ||
| Q3 25 | $65.9M | $77.9M | ||
| Q2 25 | $72.4M | $77.4M | ||
| Q1 25 | $66.7M | $83.0M | ||
| Q4 24 | $61.4M | $74.5M | ||
| Q3 24 | $54.5M | $82.6M | ||
| Q2 24 | $40.3M | $69.8M | ||
| Q1 24 | $42.0M | $64.0M |
净利润AMSCOPAL
| Q4 25 | $117.8M | $16.2M | ||
| Q3 25 | $4.8M | $11.4M | ||
| Q2 25 | $6.7M | $7.6M | ||
| Q1 25 | $1.2M | $1.3M | ||
| Q4 24 | $2.5M | $-5.4M | ||
| Q3 24 | $4.9M | $17.1M | ||
| Q2 24 | $-2.5M | $1.9M | ||
| Q1 24 | $-1.6M | $677.0K |
毛利率AMSCOPAL
| Q4 25 | 30.7% | — | ||
| Q3 25 | 31.0% | — | ||
| Q2 25 | 33.8% | — | ||
| Q1 25 | 26.5% | — | ||
| Q4 24 | 26.6% | — | ||
| Q3 24 | 28.7% | — | ||
| Q2 24 | 30.3% | — | ||
| Q1 24 | 24.8% | — |
营业利润率AMSCOPAL
| Q4 25 | 4.5% | 7.5% | ||
| Q3 25 | 4.5% | 4.6% | ||
| Q2 25 | 7.8% | -1.1% | ||
| Q1 25 | 2.5% | -2.3% | ||
| Q4 24 | 2.1% | -0.5% | ||
| Q3 24 | -1.4% | 14.9% | ||
| Q2 24 | -8.2% | 8.1% | ||
| Q1 24 | -5.3% | 5.6% |
净利率AMSCOPAL
| Q4 25 | 158.1% | 18.3% | ||
| Q3 25 | 7.2% | 14.6% | ||
| Q2 25 | 9.3% | 9.8% | ||
| Q1 25 | 1.8% | 1.5% | ||
| Q4 24 | 4.0% | -7.2% | ||
| Q3 24 | 9.0% | 20.7% | ||
| Q2 24 | -6.3% | 2.7% | ||
| Q1 24 | -3.8% | 1.1% |
每股收益（稀释后）AMSCOPAL
| Q4 25 | $2.62 | $0.08 | ||
| Q3 25 | $0.11 | $0.05 | ||
| Q2 25 | $0.17 | $0.03 | ||
| Q1 25 | $0.04 | $-0.01 | ||
| Q4 24 | $0.06 | $-0.05 | ||
| Q3 24 | $0.13 | $0.09 | ||
| Q2 24 | $-0.07 | $-0.01 | ||
| Q1 24 | $-0.03 | $-0.01 |
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 | $141.1M | $24.4M |
| 总债务越低越好 | — | $361.3M |
| 股东权益账面价值 | $536.8M | $-12.9M |
| 总资产 | $719.5M | $959.5M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AMSCOPAL
| Q4 25 | $141.1M | $24.4M | ||
| Q3 25 | $212.9M | $29.9M | ||
| Q2 25 | $207.9M | $29.3M | ||
| Q1 25 | $79.5M | $40.1M | ||
| Q4 24 | $75.2M | $24.3M | ||
| Q3 24 | $72.1M | $31.0M | ||
| Q2 24 | $93.5M | $27.6M | ||
| Q1 24 | $90.5M | $34.2M |
总债务AMSCOPAL
| Q4 25 | — | $361.3M | ||
| Q3 25 | — | $351.2M | ||
| Q2 25 | — | $331.6M | ||
| Q1 25 | — | $307.0M | ||
| Q4 24 | — | $307.5M | ||
| Q3 24 | — | $252.9M | ||
| Q2 24 | — | $233.3M | ||
| Q1 24 | — | $208.7M |
股东权益AMSCOPAL
| Q4 25 | $536.8M | $-12.9M | ||
| Q3 25 | $342.2M | $7.5M | ||
| Q2 25 | $333.1M | $-25.0M | ||
| Q1 25 | $197.1M | $57.1M | ||
| Q4 24 | $192.7M | $-148.4M | ||
| Q3 24 | $187.0M | $-180.1M | ||
| Q2 24 | $143.3M | $-273.0M | ||
| Q1 24 | $144.6M | $-382.4M |
总资产AMSCOPAL
| Q4 25 | $719.5M | $959.5M | ||
| Q3 25 | $445.6M | $916.7M | ||
| Q2 25 | $452.8M | $905.5M | ||
| Q1 25 | $310.5M | $884.9M | ||
| Q4 24 | $310.3M | $881.1M | ||
| Q3 24 | $298.4M | $831.1M | ||
| Q2 24 | $240.1M | $782.3M | ||
| Q1 24 | $232.8M | $750.5M |
负债/权益比AMSCOPAL
| Q4 25 | — | — | ||
| Q3 25 | — | 46.95× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 5.38× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $3.2M | $-3.5M |
| 自由现金流经营现金流 - 资本支出 | $2.4M | $-13.4M |
| 自由现金流率自由现金流/营收 | 3.2% | -15.1% |
| 资本支出强度资本支出/营收 | 1.2% | 11.1% |
| 现金转化率经营现金流/净利润 | 0.03× | -0.22× |
| 过去12个月自由现金流最近4个季度 | $16.0M | $-34.2M |
8季度趋势，按日历期对齐
经营现金流AMSCOPAL
| Q4 25 | $3.2M | $-3.5M | ||
| Q3 25 | $6.5M | $18.2M | ||
| Q2 25 | $4.1M | $-7.9M | ||
| Q1 25 | $6.3M | $29.7M | ||
| Q4 24 | $5.9M | $-532.0K | ||
| Q3 24 | $12.7M | $17.7M | ||
| Q2 24 | $3.4M | $533.0K | ||
| Q1 24 | $2.2M | $13.7M |
自由现金流AMSCOPAL
| Q4 25 | $2.4M | $-13.4M | ||
| Q3 25 | $5.1M | $-9.3M | ||
| Q2 25 | $3.3M | $-29.7M | ||
| Q1 25 | $5.3M | $18.1M | ||
| Q4 24 | $5.3M | $-55.0M | ||
| Q3 24 | $12.1M | $-5.4M | ||
| Q2 24 | $3.1M | $-22.5M | ||
| Q1 24 | $1.9M | $-13.0M |
自由现金流率AMSCOPAL
| Q4 25 | 3.2% | -15.1% | ||
| Q3 25 | 7.7% | -11.9% | ||
| Q2 25 | 4.6% | -38.4% | ||
| Q1 25 | 7.9% | 21.8% | ||
| Q4 24 | 8.7% | -73.8% | ||
| Q3 24 | 22.3% | -6.5% | ||
| Q2 24 | 7.8% | -32.2% | ||
| Q1 24 | 4.6% | -20.4% |
资本支出强度AMSCOPAL
| Q4 25 | 1.2% | 11.1% | ||
| Q3 25 | 2.1% | 35.3% | ||
| Q2 25 | 1.1% | 28.2% | ||
| Q1 25 | 1.6% | 13.9% | ||
| Q4 24 | 0.9% | 73.1% | ||
| Q3 24 | 1.1% | 27.9% | ||
| Q2 24 | 0.7% | 32.9% | ||
| Q1 24 | 0.7% | 41.8% |
现金转化率AMSCOPAL
| Q4 25 | 0.03× | -0.22× | ||
| Q3 25 | 1.37× | 1.60× | ||
| Q2 25 | 0.61× | -1.04× | ||
| Q1 25 | 5.22× | 23.11× | ||
| Q4 24 | 2.38× | — | ||
| Q3 24 | 2.60× | 1.03× | ||
| Q2 24 | — | 0.28× | ||
| Q1 24 | — | 20.26× |
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
AMSC
| Equipment And Systems | $56.0M | 75% |
| Megatran | $14.1M | 19% |
| Comtrafo Industria De Transformadores Eletricos SA | $4.6M | 6% |
OPAL
| Fuel Station Services Segment | $65.1M | 74% |
| Related Party | $12.1M | 14% |
| Renewable Power Segment | $8.6M | 10% |
| Other | $2.6M | 3% |
