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ALLIANCE RESOURCE PARTNERS LP（ARLP）与Mission Produce, Inc.（AVO）财务数据对比。点击上方公司名可切换其他公司
ALLIANCE RESOURCE PARTNERS LP的季度营收约是Mission Produce, Inc.的1.6倍（$516.0M vs $319.0M），Mission Produce, Inc.净利率更高（5.0% vs 2.1%，领先2.9%），ALLIANCE RESOURCE PARTNERS LP同比增速更快（-3.6% vs -10.0%），Mission Produce, Inc.自由现金流更多（$55.6M vs $13.3M），过去两年Mission Produce, Inc.的营收复合增速更高（11.0% vs -6.7%）
联合资源伙伴有限合伙是北美领先的自然资源企业，核心业务为公用事业及工业客户生产、销售煤炭，同时运营矿权特许经营、油气开采、物流配套等关联业务，服务覆盖美国及周边主要能源消费市场。
根据现有信息，该描述将Mission Produce, Inc.错误混淆为一家日本电子游戏企业。原描述提及这家企业由前IREM员工于1990年4月6日创立，曾为艾尼克斯、哈德森开发多款游戏，作品覆盖街机、超级任天堂、Nintendo 64、PlayStation等多个平台。
ARLP vs AVO — 直观对比
营收规模更大
ARLP
是对方的1.6倍
$319.0M
营收增速更快
ARLP
高出6.3%
-10.0%
净利率更高
AVO
高出2.9%
2.1%
自由现金流更多
AVO
多$42.3M
$13.3M
两年增速更快
AVO
近两年复合增速
-6.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $516.0M | $319.0M |
| 净利润 | $10.7M | $16.0M |
| 毛利率 | — | 17.5% |
| 营业利润率 | 4.2% | 8.8% |
| 净利率 | 2.1% | 5.0% |
| 营收同比 | -3.6% | -10.0% |
| 净利润同比 | — | -7.5% |
| 每股收益（稀释后） | — | $0.23 |
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ARLPAVO
| Q1 26 | $516.0M | — | ||
| Q4 25 | $535.5M | $319.0M | ||
| Q3 25 | $571.4M | $357.7M | ||
| Q2 25 | $547.5M | $380.3M | ||
| Q1 25 | $540.5M | $334.2M | ||
| Q4 24 | $590.1M | $354.4M | ||
| Q3 24 | $613.6M | $324.0M | ||
| Q2 24 | $593.4M | $297.6M |
净利润ARLPAVO
| Q1 26 | $10.7M | — | ||
| Q4 25 | $82.7M | $16.0M | ||
| Q3 25 | $95.1M | $14.7M | ||
| Q2 25 | $59.4M | $3.1M | ||
| Q1 25 | $74.0M | $3.9M | ||
| Q4 24 | $16.3M | $17.3M | ||
| Q3 24 | $86.3M | $12.4M | ||
| Q2 24 | $100.2M | $7.0M |
毛利率ARLPAVO
| Q1 26 | — | — | ||
| Q4 25 | — | 17.5% | ||
| Q3 25 | — | 12.6% | ||
| Q2 25 | — | 7.5% | ||
| Q1 25 | — | 9.4% | ||
| Q4 24 | — | 15.7% | ||
| Q3 24 | — | 11.4% | ||
| Q2 24 | — | 10.4% |
营业利润率ARLPAVO
| Q1 26 | 4.2% | — | ||
| Q4 25 | 18.2% | 8.8% | ||
| Q3 25 | 18.4% | 5.9% | ||
| Q2 25 | 16.2% | 1.8% | ||
| Q1 25 | 17.4% | 2.8% | ||
| Q4 24 | 2.6% | 8.1% | ||
| Q3 24 | 16.5% | 5.2% | ||
| Q2 24 | 19.8% | 4.1% |
净利率ARLPAVO
| Q1 26 | 2.1% | — | ||
| Q4 25 | 15.4% | 5.0% | ||
| Q3 25 | 16.6% | 4.1% | ||
| Q2 25 | 10.9% | 0.8% | ||
| Q1 25 | 13.7% | 1.2% | ||
| Q4 24 | 2.8% | 4.9% | ||
| Q3 24 | 14.1% | 3.8% | ||
| Q2 24 | 16.9% | 2.4% |
每股收益（稀释后）ARLPAVO
| Q1 26 | — | — | ||
| Q4 25 | — | $0.23 | ||
| Q3 25 | — | $0.21 | ||
| Q2 25 | — | $0.04 | ||
| Q1 25 | — | $0.05 | ||
| Q4 24 | — | $0.25 | ||
| Q3 24 | — | $0.17 | ||
| Q2 24 | — | $0.10 |
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 | $28.9M | $64.8M |
| 总债务越低越好 | — | $95.8M |
| 股东权益账面价值 | — | $587.3M |
| 总资产 | $2.9B | $983.0M |
| 负债/权益比越低杠杆越低 | — | 0.16× |
8季度趋势，按日历期对齐
现金及短期投资ARLPAVO
| Q1 26 | $28.9M | — | ||
| Q4 25 | $71.2M | $64.8M | ||
| Q3 25 | $94.5M | $43.7M | ||
| Q2 25 | $55.0M | $36.7M | ||
| Q1 25 | $81.3M | $40.1M | ||
| Q4 24 | $137.0M | $58.0M | ||
| Q3 24 | $195.4M | $49.5M | ||
| Q2 24 | $203.7M | $46.2M |
总债务ARLPAVO
| Q1 26 | — | — | ||
| Q4 25 | — | $95.8M | ||
| Q3 25 | — | $131.5M | ||
| Q2 25 | — | $147.2M | ||
| Q1 25 | — | $117.9M | ||
| Q4 24 | — | $113.7M | ||
| Q3 24 | — | $134.4M | ||
| Q2 24 | — | $170.2M |
股东权益ARLPAVO
| Q1 26 | — | — | ||
| Q4 25 | — | $587.3M | ||
| Q3 25 | — | $568.7M | ||
| Q2 25 | — | $552.3M | ||
| Q1 25 | — | $550.8M | ||
| Q4 24 | — | $547.3M | ||
| Q3 24 | — | $527.3M | ||
| Q2 24 | — | $513.3M |
总资产ARLPAVO
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | $983.0M | ||
| Q3 25 | $2.9B | $1.0B | ||
| Q2 25 | $2.9B | $1.0B | ||
| Q1 25 | $2.9B | $997.8M | ||
| Q4 24 | $2.9B | $971.5M | ||
| Q3 24 | $3.0B | $959.9M | ||
| Q2 24 | $3.1B | $966.9M |
负债/权益比ARLPAVO
| Q1 26 | — | — | ||
| Q4 25 | — | 0.16× | ||
| Q3 25 | — | 0.23× | ||
| Q2 25 | — | 0.27× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.25× | ||
| Q2 24 | — | 0.33× |
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 | — | $67.2M |
| 自由现金流经营现金流 - 资本支出 | $13.3M | $55.6M |
| 自由现金流率自由现金流/营收 | 2.6% | 17.4% |
| 资本支出强度资本支出/营收 | 18.5% | 3.6% |
| 现金转化率经营现金流/净利润 | — | 4.20× |
| 过去12个月自由现金流最近4个季度 | $342.2M | $37.2M |
8季度趋势，按日历期对齐
经营现金流ARLPAVO
| Q1 26 | — | — | ||
| Q4 25 | $143.9M | $67.2M | ||
| Q3 25 | $209.9M | $34.4M | ||
| Q2 25 | $151.7M | $-11.8M | ||
| Q1 25 | $145.7M | $-1.2M | ||
| Q4 24 | $168.4M | $38.0M | ||
| Q3 24 | $209.3M | $42.5M | ||
| Q2 24 | $215.8M | $3.4M |
自由现金流ARLPAVO
| Q1 26 | $13.3M | — | ||
| Q4 25 | $99.1M | $55.6M | ||
| Q3 25 | $145.2M | $22.6M | ||
| Q2 25 | $84.7M | $-25.0M | ||
| Q1 25 | $58.9M | $-16.0M | ||
| Q4 24 | $75.3M | $31.1M | ||
| Q3 24 | $99.0M | $34.9M | ||
| Q2 24 | $114.3M | $-4.4M |
自由现金流率ARLPAVO
| Q1 26 | 2.6% | — | ||
| Q4 25 | 18.5% | 17.4% | ||
| Q3 25 | 25.4% | 6.3% | ||
| Q2 25 | 15.5% | -6.6% | ||
| Q1 25 | 10.9% | -4.8% | ||
| Q4 24 | 12.8% | 8.8% | ||
| Q3 24 | 16.1% | 10.8% | ||
| Q2 24 | 19.3% | -1.5% |
资本支出强度ARLPAVO
| Q1 26 | 18.5% | — | ||
| Q4 25 | 8.4% | 3.6% | ||
| Q3 25 | 11.3% | 3.3% | ||
| Q2 25 | 12.2% | 3.5% | ||
| Q1 25 | 16.1% | 4.4% | ||
| Q4 24 | 15.8% | 1.9% | ||
| Q3 24 | 18.0% | 2.3% | ||
| Q2 24 | 17.1% | 2.6% |
现金转化率ARLPAVO
| Q1 26 | — | — | ||
| Q4 25 | 1.74× | 4.20× | ||
| Q3 25 | 2.21× | 2.34× | ||
| Q2 25 | 2.55× | -3.81× | ||
| Q1 25 | 1.97× | -0.31× | ||
| Q4 24 | 10.31× | 2.20× | ||
| Q3 24 | 2.43× | 3.43× | ||
| Q2 24 | 2.15× | 0.49× |
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
ARLP
| Coal sales | $443.3M | 86% |
| Oil & gas royalties | $41.3M | 8% |
| Other revenues | $22.8M | 4% |
| Transportation revenues | $8.6M | 2% |
| Tons Produced | $8.0M | 2% |
| Mineral Interest Volumes (BOE) | $1.0M | 0% |
AVO
| Avocado | $256.9M | 81% |
| Blueberry | $36.5M | 11% |
| Mango | $18.7M | 6% |
| Other | $6.9M | 2% |
