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ANTERO RESOURCES Corp(AR)与IES Holdings, Inc.(IESC)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IES Holdings, Inc.的1.6倍($1.4B vs $871.0M),IES Holdings, Inc.同比增速更快(16.2% vs -30.5%),ANTERO RESOURCES Corp自由现金流更多($235.6M vs $-18.9M),过去两年ANTERO RESOURCES Corp的营收复合增速更高(17.6% vs 11.1%)
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。
IES Holdings, Inc.前身为Integrated Electrical Services, Inc.,主营业务为集成电气及技术系统的设计与安装,同时面向数据中心、住宅、商业和工业设施等多元终端市场提供基础设施类产品及相关服务。
AR vs IESC — 直观对比
营收规模更大
AR
是对方的1.6倍
$871.0M
营收增速更快
IESC
高出46.7%
-30.5%
自由现金流更多
AR
多$254.5M
$-18.9M
两年增速更快
AR
近两年复合增速
11.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.4B | $871.0M |
| 净利润 | — | $91.8M |
| 毛利率 | — | 25.3% |
| 营业利润率 | 20.1% | 11.2% |
| 净利率 | — | 10.5% |
| 营收同比 | -30.5% | 16.2% |
| 净利润同比 | — | 59.1% |
| 每股收益(稀释后) | $0.66 | $4.51 |
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
IESC
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.4B | $871.0M | ||
| Q3 25 | $1.2B | $897.8M | ||
| Q2 25 | $1.3B | $890.2M | ||
| Q1 25 | $1.4B | $834.0M | ||
| Q4 24 | $1.2B | $749.5M | ||
| Q3 24 | $1.1B | $775.8M | ||
| Q2 24 | $978.7M | $768.4M |
净利润
AR
IESC
| Q1 26 | — | — | ||
| Q4 25 | $202.9M | $91.8M | ||
| Q3 25 | $85.6M | $102.3M | ||
| Q2 25 | $166.6M | $79.3M | ||
| Q1 25 | $219.5M | $72.6M | ||
| Q4 24 | $158.8M | $57.7M | ||
| Q3 24 | $-25.2M | $65.5M | ||
| Q2 24 | $-74.6M | $66.6M |
毛利率
AR
IESC
| Q1 26 | — | — | ||
| Q4 25 | — | 25.3% | ||
| Q3 25 | — | 26.0% | ||
| Q2 25 | — | 26.9% | ||
| Q1 25 | — | 25.0% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | — | 24.0% | ||
| Q2 24 | — | 25.3% |
营业利润率
AR
IESC
| Q1 26 | 20.1% | — | ||
| Q4 25 | 20.5% | 11.2% | ||
| Q3 25 | 9.7% | 11.6% | ||
| Q2 25 | 15.8% | 12.6% | ||
| Q1 25 | 20.1% | 11.1% | ||
| Q4 24 | 4.9% | 10.0% | ||
| Q3 24 | -2.4% | 9.7% | ||
| Q2 24 | -8.2% | 11.7% |
净利率
AR
IESC
| Q1 26 | — | — | ||
| Q4 25 | 14.4% | 10.5% | ||
| Q3 25 | 7.1% | 11.4% | ||
| Q2 25 | 12.8% | 8.9% | ||
| Q1 25 | 16.2% | 8.7% | ||
| Q4 24 | 13.6% | 7.7% | ||
| Q3 24 | -2.4% | 8.4% | ||
| Q2 24 | -7.6% | 8.7% |
每股收益(稀释后)
AR
IESC
| Q1 26 | $0.66 | — | ||
| Q4 25 | $0.63 | $4.51 | ||
| Q3 25 | $0.24 | $4.99 | ||
| Q2 25 | $0.50 | $3.81 | ||
| Q1 25 | $0.66 | $3.50 | ||
| Q4 24 | $0.48 | $2.72 | ||
| Q3 24 | $-0.11 | $3.06 | ||
| Q2 24 | $-0.26 | $2.67 |
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 | — | $258.7M |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $7.6B | $961.1M |
| 总资产 | $13.2B | $1.7B |
| 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
IESC
| Q1 26 | — | — | ||
| Q4 25 | — | $258.7M | ||
| Q3 25 | — | $231.8M | ||
| Q2 25 | — | $168.3M | ||
| Q1 25 | — | $88.3M | ||
| Q4 24 | — | $112.0M | ||
| Q3 24 | — | $135.8M | ||
| Q2 24 | — | $44.9M |
总债务
AR
IESC
| Q1 26 | $1.4B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
AR
IESC
| Q1 26 | $7.6B | — | ||
| Q4 25 | $7.6B | $961.1M | ||
| Q3 25 | $7.3B | $884.0M | ||
| Q2 25 | $7.3B | $781.4M | ||
| Q1 25 | $7.2B | $705.8M | ||
| Q4 24 | $7.0B | $652.4M | ||
| Q3 24 | $7.0B | $611.1M | ||
| Q2 24 | $7.0B | $567.5M |
总资产
AR
IESC
| Q1 26 | $13.2B | — | ||
| Q4 25 | $13.2B | $1.7B | ||
| Q3 25 | $12.9B | $1.6B | ||
| Q2 25 | $12.8B | $1.5B | ||
| Q1 25 | $13.0B | $1.4B | ||
| Q4 24 | $13.0B | $1.3B | ||
| Q3 24 | $13.2B | $1.2B | ||
| Q2 24 | $13.4B | $1.2B |
负债/权益比
AR
IESC
| 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 | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $235.6M | $-18.9M |
| 自由现金流率自由现金流/营收 | 17.4% | -2.2% |
| 资本支出强度资本支出/营收 | — | 5.3% |
| 现金转化率经营现金流/净利润 | — | 0.30× |
| 过去12个月自由现金流最近4个季度 | — | $175.9M |
8季度趋势,按日历期对齐
经营现金流
AR
IESC
| Q1 26 | $457.7M | — | ||
| Q4 25 | $370.7M | $27.7M | ||
| Q3 25 | $310.1M | $132.0M | ||
| Q2 25 | $492.4M | $92.0M | ||
| Q1 25 | $457.7M | $24.8M | ||
| Q4 24 | $278.0M | $37.3M | ||
| Q3 24 | $166.2M | $92.8M | ||
| Q2 24 | $143.5M | $82.9M |
自由现金流
AR
IESC
| Q1 26 | $235.6M | — | ||
| Q4 25 | — | $-18.9M | ||
| Q3 25 | — | $112.0M | ||
| Q2 25 | — | $74.8M | ||
| Q1 25 | — | $7.9M | ||
| Q4 24 | — | $24.1M | ||
| Q3 24 | — | $78.5M | ||
| Q2 24 | — | $65.4M |
自由现金流率
AR
IESC
| Q1 26 | 17.4% | — | ||
| Q4 25 | — | -2.2% | ||
| Q3 25 | — | 12.5% | ||
| Q2 25 | — | 8.4% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | — | 10.1% | ||
| Q2 24 | — | 8.5% |
资本支出强度
AR
IESC
| Q1 26 | — | — | ||
| Q4 25 | — | 5.3% | ||
| Q3 25 | — | 2.2% | ||
| Q2 25 | — | 1.9% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 1.8% | ||
| Q3 24 | — | 1.8% | ||
| Q2 24 | — | 2.3% |
现金转化率
AR
IESC
| Q1 26 | — | — | ||
| Q4 25 | 1.83× | 0.30× | ||
| Q3 25 | 3.62× | 1.29× | ||
| Q2 25 | 2.96× | 1.16× | ||
| Q1 25 | 2.09× | 0.34× | ||
| Q4 24 | 1.75× | 0.65× | ||
| Q3 24 | — | 1.42× | ||
| Q2 24 | — | 1.24× |
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% |
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |