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ANTERO RESOURCES Corp(AR)与Fabrinet(FN)财务数据对比。点击上方公司名可切换其他公司
ANTERO RESOURCES Corp的季度营收约是Fabrinet的1.2倍($1.4B vs $1.1B),Fabrinet同比增速更快(35.9% vs -30.5%),过去两年Fabrinet的营收复合增速更高(24.4% vs 17.6%)
Antero Resources Corporation是一家美国油气勘探企业,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展开采作业,深耕北美本土油气资源开发领域。
Fabrinet(股票代码FN)为标普中型股400指数成分股。该指数由标普道琼斯指数公司维护,覆盖400家以美企为主的中等市值企业,若成分企业存在多类流通股,指数的成分股总量有时会超过400只。
AR vs FN — 直观对比
营收规模更大
AR
是对方的1.2倍
$1.1B
营收增速更快
FN
高出66.4%
-30.5%
两年增速更快
FN
近两年复合增速
17.6%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.4B | $1.1B |
| 净利润 | — | $112.6M |
| 毛利率 | — | 12.2% |
| 营业利润率 | 20.1% | 10.1% |
| 净利率 | — | 9.9% |
| 营收同比 | -30.5% | 35.9% |
| 净利润同比 | — | 30.0% |
| 每股收益(稀释后) | $0.66 | $3.11 |
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
AR
FN
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.4B | $1.1B | ||
| Q3 25 | $1.2B | $978.1M | ||
| Q2 25 | $1.3B | $909.7M | ||
| Q1 25 | $1.4B | $871.8M | ||
| Q4 24 | $1.2B | $833.6M | ||
| Q3 24 | $1.1B | $804.2M | ||
| Q2 24 | $978.7M | $753.3M |
净利润
AR
FN
| Q1 26 | — | — | ||
| Q4 25 | $202.9M | $112.6M | ||
| Q3 25 | $85.6M | $95.9M | ||
| Q2 25 | $166.6M | $87.2M | ||
| Q1 25 | $219.5M | $81.3M | ||
| Q4 24 | $158.8M | $86.6M | ||
| Q3 24 | $-25.2M | $77.4M | ||
| Q2 24 | $-74.6M | $81.1M |
毛利率
AR
FN
| Q1 26 | — | — | ||
| Q4 25 | — | 12.2% | ||
| Q3 25 | — | 11.9% | ||
| Q2 25 | — | 12.2% | ||
| Q1 25 | — | 11.7% | ||
| Q4 24 | — | 12.1% | ||
| Q3 24 | — | 12.3% | ||
| Q2 24 | — | 12.3% |
营业利润率
AR
FN
| Q1 26 | 20.1% | — | ||
| Q4 25 | 20.5% | 10.1% | ||
| Q3 25 | 9.7% | 9.6% | ||
| Q2 25 | 15.8% | 9.8% | ||
| Q1 25 | 20.1% | 9.0% | ||
| Q4 24 | 4.9% | 9.5% | ||
| Q3 24 | -2.4% | 9.6% | ||
| Q2 24 | -8.2% | 9.7% |
净利率
AR
FN
| Q1 26 | — | — | ||
| Q4 25 | 14.4% | 9.9% | ||
| Q3 25 | 7.1% | 9.8% | ||
| Q2 25 | 12.8% | 9.6% | ||
| Q1 25 | 16.2% | 9.3% | ||
| Q4 24 | 13.6% | 10.4% | ||
| Q3 24 | -2.4% | 9.6% | ||
| Q2 24 | -7.6% | 10.8% |
每股收益(稀释后)
AR
FN
| Q1 26 | $0.66 | — | ||
| Q4 25 | $0.63 | $3.11 | ||
| Q3 25 | $0.24 | $2.66 | ||
| Q2 25 | $0.50 | $2.41 | ||
| Q1 25 | $0.66 | $2.25 | ||
| Q4 24 | $0.48 | $2.38 | ||
| Q3 24 | $-0.11 | $2.13 | ||
| Q2 24 | $-0.26 | $2.22 |
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 | — | $960.8M |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $7.6B | $2.2B |
| 总资产 | $13.2B | $3.3B |
| 负债/权益比越低杠杆越低 | 0.19× | — |
8季度趋势,按日历期对齐
现金及短期投资
AR
FN
| Q1 26 | — | — | ||
| Q4 25 | — | $960.8M | ||
| Q3 25 | — | $968.8M | ||
| Q2 25 | — | $934.2M | ||
| Q1 25 | — | $950.7M | ||
| Q4 24 | — | $934.6M | ||
| Q3 24 | — | $908.9M | ||
| Q2 24 | — | $858.6M |
总债务
AR
FN
| Q1 26 | $1.4B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
AR
FN
| Q1 26 | $7.6B | — | ||
| Q4 25 | $7.6B | $2.2B | ||
| Q3 25 | $7.3B | $2.1B | ||
| Q2 25 | $7.3B | $2.0B | ||
| Q1 25 | $7.2B | $1.9B | ||
| Q4 24 | $7.0B | $1.8B | ||
| Q3 24 | $7.0B | $1.8B | ||
| Q2 24 | $7.0B | $1.7B |
总资产
AR
FN
| Q1 26 | $13.2B | — | ||
| Q4 25 | $13.2B | $3.3B | ||
| Q3 25 | $12.9B | $3.0B | ||
| Q2 25 | $12.8B | $2.8B | ||
| Q1 25 | $13.0B | $2.6B | ||
| Q4 24 | $13.0B | $2.5B | ||
| Q3 24 | $13.2B | $2.4B | ||
| Q2 24 | $13.4B | $2.3B |
负债/权益比
AR
FN
| Q1 26 | 0.19× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | $457.7M | $46.3M |
| 自由现金流经营现金流 - 资本支出 | — | $-5.3M |
| 自由现金流率自由现金流/营收 | — | -0.5% |
| 资本支出强度资本支出/营收 | — | 4.6% |
| 现金转化率经营现金流/净利润 | — | 0.41× |
| 过去12个月自由现金流最近4个季度 | — | $102.3M |
8季度趋势,按日历期对齐
经营现金流
AR
FN
| Q1 26 | $457.7M | — | ||
| Q4 25 | $370.7M | $46.3M | ||
| Q3 25 | $310.1M | $102.6M | ||
| Q2 25 | $492.4M | $55.1M | ||
| Q1 25 | $457.7M | $74.2M | ||
| Q4 24 | $278.0M | $115.9M | ||
| Q3 24 | $166.2M | $83.2M | ||
| Q2 24 | $143.5M | $83.1M |
自由现金流
AR
FN
| Q1 26 | — | — | ||
| Q4 25 | — | $-5.3M | ||
| Q3 25 | — | $57.3M | ||
| Q2 25 | — | $4.7M | ||
| Q1 25 | — | $45.7M | ||
| Q4 24 | — | $94.0M | ||
| Q3 24 | — | $62.9M | ||
| Q2 24 | — | $70.4M |
自由现金流率
AR
FN
| Q1 26 | — | — | ||
| Q4 25 | — | -0.5% | ||
| Q3 25 | — | 5.9% | ||
| Q2 25 | — | 0.5% | ||
| Q1 25 | — | 5.2% | ||
| Q4 24 | — | 11.3% | ||
| Q3 24 | — | 7.8% | ||
| Q2 24 | — | 9.3% |
资本支出强度
AR
FN
| Q1 26 | — | — | ||
| Q4 25 | — | 4.6% | ||
| Q3 25 | — | 4.6% | ||
| Q2 25 | — | 5.5% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 2.5% | ||
| Q2 24 | — | 1.7% |
现金转化率
AR
FN
| Q1 26 | — | — | ||
| Q4 25 | 1.83× | 0.41× | ||
| Q3 25 | 3.62× | 1.07× | ||
| Q2 25 | 2.96× | 0.63× | ||
| Q1 25 | 2.09× | 0.91× | ||
| Q4 24 | 1.75× | 1.34× | ||
| Q3 24 | — | 1.07× | ||
| Q2 24 | — | 1.02× |
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
AR
| Natural gas sales | $780.0M | 58% |
| Natural gas liquids sales | $561.4M | 42% |
| Oil sales | $50.3M | 4% |
| Other revenue and income | $818.0K | 0% |
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |