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ANTERO RESOURCES Corp（AR）与简柏特（G）财务数据对比。点击上方公司名可切换其他公司
ANTERO RESOURCES Corp的季度营收约是简柏特的1.1倍（$1.4B vs $1.3B），ANTERO RESOURCES Corp净利率更高（14.4% vs 10.8%，领先3.5%），ANTERO RESOURCES Corp同比增速更快（20.8% vs 5.6%），过去两年ANTERO RESOURCES Corp的营收复合增速更高（12.2% vs 8.0%）
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。
简柏特是全球领先的信息技术服务、咨询及外包提供商，总部位于美国纽约，最初成立于印度古尔冈，法定注册地为百慕大。集团现有员工超12.5万名，服务覆盖全球30多个国家，于纽交所上市，2023年总营收达44.8亿美元。
AR vs G — 直观对比
营收规模更大
AR
是对方的1.1倍
$1.3B
营收增速更快
AR
高出15.1%
5.6%
净利率更高
AR
高出3.5%
10.8%
两年增速更快
AR
近两年复合增速
8.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $1.3B |
| 净利润 | $202.9M | $143.1M |
| 毛利率 | — | 36.6% |
| 营业利润率 | 20.5% | 14.8% |
| 净利率 | 14.4% | 10.8% |
| 营收同比 | 20.8% | 5.6% |
| 净利润同比 | 27.8% | 0.8% |
| 每股收益（稀释后） | $0.63 | $0.82 |
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ARG
| Q4 25 | $1.4B | $1.3B | ||
| Q3 25 | $1.2B | $1.3B | ||
| Q2 25 | $1.3B | $1.3B | ||
| Q1 25 | $1.4B | $1.2B | ||
| Q4 24 | $1.2B | $1.2B | ||
| Q3 24 | $1.1B | $1.2B | ||
| Q2 24 | $978.7M | $1.2B | ||
| Q1 24 | $1.1B | $1.1B |
净利润ARG
| Q4 25 | $202.9M | $143.1M | ||
| Q3 25 | $85.6M | $145.8M | ||
| Q2 25 | $166.6M | $132.7M | ||
| Q1 25 | $219.5M | $130.9M | ||
| Q4 24 | $158.8M | $141.9M | ||
| Q3 24 | $-25.2M | $132.8M | ||
| Q2 24 | $-74.6M | $122.0M | ||
| Q1 24 | $34.7M | $116.9M |
毛利率ARG
| Q4 25 | — | 36.6% | ||
| Q3 25 | — | 36.4% | ||
| Q2 25 | — | 35.9% | ||
| Q1 25 | — | 35.3% | ||
| Q4 24 | — | 35.7% | ||
| Q3 24 | — | 35.6% | ||
| Q2 24 | — | 35.4% | ||
| Q1 24 | — | 35.0% |
营业利润率ARG
| Q4 25 | 20.5% | 14.8% | ||
| Q3 25 | 9.7% | 14.8% | ||
| Q2 25 | 15.8% | 14.3% | ||
| Q1 25 | 20.1% | 15.1% | ||
| Q4 24 | 4.9% | 15.2% | ||
| Q3 24 | -2.4% | 15.0% | ||
| Q2 24 | -8.2% | 14.5% | ||
| Q1 24 | 4.3% | 14.1% |
净利率ARG
| Q4 25 | 14.4% | 10.8% | ||
| Q3 25 | 7.1% | 11.3% | ||
| Q2 25 | 12.8% | 10.6% | ||
| Q1 25 | 16.2% | 10.8% | ||
| Q4 24 | 13.6% | 11.4% | ||
| Q3 24 | -2.4% | 11.0% | ||
| Q2 24 | -7.6% | 10.4% | ||
| Q1 24 | 3.1% | 10.3% |
每股收益（稀释后）ARG
| Q4 25 | $0.63 | $0.82 | ||
| Q3 25 | $0.24 | $0.83 | ||
| Q2 25 | $0.50 | $0.75 | ||
| Q1 25 | $0.66 | $0.73 | ||
| Q4 24 | $0.48 | $0.80 | ||
| Q3 24 | $-0.11 | $0.74 | ||
| Q2 24 | $-0.26 | $0.67 | ||
| Q1 24 | $0.07 | $0.64 |
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 | — | $1.2B |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $7.6B | $2.5B |
| 总资产 | $13.2B | $5.8B |
| 负债/权益比越低杠杆越低 | — | 0.60× |
8季度趋势，按日历期对齐
现金及短期投资ARG
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $740.8M | ||
| Q2 25 | — | $663.3M | ||
| Q1 25 | — | $561.6M | ||
| Q4 24 | — | $671.6M | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $914.2M | ||
| Q1 24 | — | $478.4M |
总债务ARG
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.6B | ||
| Q1 24 | — | $1.2B |
股东权益ARG
| Q4 25 | $7.6B | $2.5B | ||
| Q3 25 | $7.3B | $2.5B | ||
| Q2 25 | $7.3B | $2.6B | ||
| Q1 25 | $7.2B | $2.5B | ||
| Q4 24 | $7.0B | $2.4B | ||
| Q3 24 | $7.0B | $2.4B | ||
| Q2 24 | $7.0B | $2.3B | ||
| Q1 24 | $7.1B | $2.3B |
总资产ARG
| Q4 25 | $13.2B | $5.8B | ||
| Q3 25 | $12.9B | $5.4B | ||
| Q2 25 | $12.8B | $5.3B | ||
| Q1 25 | $13.0B | $4.9B | ||
| Q4 24 | $13.0B | $5.0B | ||
| Q3 24 | $13.2B | $5.3B | ||
| Q2 24 | $13.4B | $5.2B | ||
| Q1 24 | $13.5B | $4.7B |
负债/权益比ARG
| Q4 25 | — | 0.60× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.47× | ||
| Q1 25 | — | 0.50× | ||
| Q4 24 | — | 0.51× | ||
| Q3 24 | — | 0.68× | ||
| Q2 24 | — | 0.70× | ||
| Q1 24 | — | 0.54× |
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 | $370.7M | $286.7M |
| 自由现金流经营现金流 - 资本支出 | — | $269.0M |
| 自由现金流率自由现金流/营收 | — | 20.4% |
| 资本支出强度资本支出/营收 | — | 1.3% |
| 现金转化率经营现金流/净利润 | 1.83× | 2.00× |
| 过去12个月自由现金流最近4个季度 | — | $734.7M |
8季度趋势，按日历期对齐
经营现金流ARG
| Q4 25 | $370.7M | $286.7M | ||
| Q3 25 | $310.1M | $308.4M | ||
| Q2 25 | $492.4M | $177.4M | ||
| Q1 25 | $457.7M | $40.4M | ||
| Q4 24 | $278.0M | $203.2M | ||
| Q3 24 | $166.2M | $228.5M | ||
| Q2 24 | $143.5M | $209.3M | ||
| Q1 24 | $261.6M | $-25.6M |
自由现金流ARG
| Q4 25 | — | $269.0M | ||
| Q3 25 | — | $292.0M | ||
| Q2 25 | — | $155.1M | ||
| Q1 25 | — | $18.5M | ||
| Q4 24 | — | $183.5M | ||
| Q3 24 | — | $208.7M | ||
| Q2 24 | — | $190.0M | ||
| Q1 24 | — | $-49.6M |
自由现金流率ARG
| Q4 25 | — | 20.4% | ||
| Q3 25 | — | 22.6% | ||
| Q2 25 | — | 12.4% | ||
| Q1 25 | — | 1.5% | ||
| Q4 24 | — | 14.7% | ||
| Q3 24 | — | 17.2% | ||
| Q2 24 | — | 16.2% | ||
| Q1 24 | — | -4.4% |
资本支出强度ARG
| Q4 25 | — | 1.3% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 1.8% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 1.6% | ||
| Q2 24 | — | 1.6% | ||
| Q1 24 | — | 2.1% |
现金转化率ARG
| Q4 25 | 1.83× | 2.00× | ||
| Q3 25 | 3.62× | 2.11× | ||
| Q2 25 | 2.96× | 1.34× | ||
| Q1 25 | 2.09× | 0.31× | ||
| Q4 24 | 1.75× | 1.43× | ||
| Q3 24 | — | 1.72× | ||
| Q2 24 | — | 1.72× | ||
| Q1 24 | 7.55× | -0.22× |
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 Production | $773.6M | 55% |
| Natural Gas Liquids Sales C3Ngls | $378.1M | 27% |
| Other | $97.3M | 7% |
| Natural Gas Liquids Sales Ethane | $96.1M | 7% |
| Oil And Condensate | $34.8M | 2% |
| Marketings | $31.7M | 2% |
G
| High Tech And Manufacturing | $525.3M | 40% |
| Consumer And Healthcare | $445.8M | 34% |
| Financial Services | $348.2M | 26% |
