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ALLIANCE RESOURCE PARTNERS LP（ARLP）与Axos Financial, Inc.（AX）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Axos Financial, Inc.的1.3倍（$516.0M vs $385.1M），Axos Financial, Inc.净利率更高（33.3% vs 2.1%，领先31.3%），Axos Financial, Inc.同比增速更快（25.1% vs -3.6%），Axos Financial, Inc.自由现金流更多（$85.4M vs $13.3M），过去两年Axos Financial, Inc.的营收复合增速更高（14.3% 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。
Axos Financial是总部位于美国内华达州拉斯维加斯的银行控股公司，旗下拥有直销银行Axos Bank，同时提供注册投资顾问服务及电子交易平台，深耕数字化金融赛道，可为用户提供多元便捷的金融服务解决方案。
ARLP vs AX — 直观对比
营收规模更大
ARLP
是对方的1.3倍
$385.1M
营收增速更快
AX
高出28.7%
-3.6%
净利率更高
AX
高出31.3%
2.1%
自由现金流更多
AX
多$72.1M
$13.3M
两年增速更快
AX
近两年复合增速
-6.7%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $516.0M | $385.1M |
| 净利润 | $10.7M | $128.4M |
| 毛利率 | — | — |
| 营业利润率 | 4.2% | 45.6% |
| 净利率 | 2.1% | 33.3% |
| 营收同比 | -3.6% | 25.1% |
| 净利润同比 | — | 22.6% |
| 每股收益（稀释后） | — | $2.22 |
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ARLPAX
| Q1 26 | $516.0M | — | ||
| Q4 25 | $535.5M | $385.1M | ||
| Q3 25 | $571.4M | $323.4M | ||
| Q2 25 | $547.5M | $321.4M | ||
| Q1 25 | $540.5M | $308.8M | ||
| Q4 24 | $590.1M | $307.9M | ||
| Q3 24 | $613.6M | $320.7M | ||
| Q2 24 | $593.4M | $290.9M |
净利润ARLPAX
| Q1 26 | $10.7M | — | ||
| Q4 25 | $82.7M | $128.4M | ||
| Q3 25 | $95.1M | $112.4M | ||
| Q2 25 | $59.4M | $110.7M | ||
| Q1 25 | $74.0M | $105.2M | ||
| Q4 24 | $16.3M | $104.7M | ||
| Q3 24 | $86.3M | $112.3M | ||
| Q2 24 | $100.2M | $104.9M |
营业利润率ARLPAX
| Q1 26 | 4.2% | — | ||
| Q4 25 | 18.2% | 45.6% | ||
| Q3 25 | 18.4% | 46.3% | ||
| Q2 25 | 16.2% | 48.5% | ||
| Q1 25 | 17.4% | 47.9% | ||
| Q4 24 | 2.6% | 48.8% | ||
| Q3 24 | 16.5% | 49.6% | ||
| Q2 24 | 19.8% | 49.6% |
净利率ARLPAX
| Q1 26 | 2.1% | — | ||
| Q4 25 | 15.4% | 33.3% | ||
| Q3 25 | 16.6% | 34.7% | ||
| Q2 25 | 10.9% | 34.4% | ||
| Q1 25 | 13.7% | 34.1% | ||
| Q4 24 | 2.8% | 34.0% | ||
| Q3 24 | 14.1% | 35.0% | ||
| Q2 24 | 16.9% | 36.0% |
每股收益（稀释后）ARLPAX
| Q1 26 | — | — | ||
| Q4 25 | — | $2.22 | ||
| Q3 25 | — | $1.94 | ||
| Q2 25 | — | $1.89 | ||
| Q1 25 | — | $1.81 | ||
| Q4 24 | — | $1.80 | ||
| Q3 24 | — | $1.93 | ||
| Q2 24 | — | $1.75 |
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 | $1.0B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $2.9B |
| 总资产 | $2.9B | $28.2B |
| 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ARLPAX
| Q1 26 | $28.9M | — | ||
| Q4 25 | $71.2M | $1.0B | ||
| Q3 25 | $94.5M | $2.6B | ||
| Q2 25 | $55.0M | $1.9B | ||
| Q1 25 | $81.3M | $2.0B | ||
| Q4 24 | $137.0M | $2.4B | ||
| Q3 24 | $195.4M | $2.6B | ||
| Q2 24 | $203.7M | $2.0B |
总债务ARLPAX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $312.7M | ||
| Q1 25 | — | $377.4M | ||
| Q4 24 | — | $358.7M | ||
| Q3 24 | — | $313.5M | ||
| Q2 24 | — | $325.7M |
股东权益ARLPAX
| Q1 26 | — | — | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.7B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.5B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | — | $2.3B |
总资产ARLPAX
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | $28.2B | ||
| Q3 25 | $2.9B | $27.4B | ||
| Q2 25 | $2.9B | $24.8B | ||
| Q1 25 | $2.9B | $24.0B | ||
| Q4 24 | $2.9B | $23.7B | ||
| Q3 24 | $3.0B | $23.6B | ||
| Q2 24 | $3.1B | $22.9B |
负债/权益比ARLPAX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.14× | ||
| Q4 24 | — | 0.14× | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× |
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 | — | $104.1M |
| 自由现金流经营现金流 - 资本支出 | $13.3M | $85.4M |
| 自由现金流率自由现金流/营收 | 2.6% | 22.2% |
| 资本支出强度资本支出/营收 | 18.5% | 4.9% |
| 现金转化率经营现金流/净利润 | — | 0.81× |
| 过去12个月自由现金流最近4个季度 | $342.2M | $695.9M |
8季度趋势，按日历期对齐
经营现金流ARLPAX
| Q1 26 | — | — | ||
| Q4 25 | $143.9M | $104.1M | ||
| Q3 25 | $209.9M | $118.4M | ||
| Q2 25 | $151.7M | $490.3M | ||
| Q1 25 | $145.7M | $73.7M | ||
| Q4 24 | $168.4M | $162.5M | ||
| Q3 24 | $209.3M | $70.8M | ||
| Q2 24 | $215.8M | $305.5M |
自由现金流ARLPAX
| Q1 26 | $13.3M | — | ||
| Q4 25 | $99.1M | $85.4M | ||
| Q3 25 | $145.2M | $109.3M | ||
| Q2 25 | $84.7M | $436.1M | ||
| Q1 25 | $58.9M | $65.1M | ||
| Q4 24 | $75.3M | $156.4M | ||
| Q3 24 | $99.0M | $53.0M | ||
| Q2 24 | $114.3M | $269.5M |
自由现金流率ARLPAX
| Q1 26 | 2.6% | — | ||
| Q4 25 | 18.5% | 22.2% | ||
| Q3 25 | 25.4% | 33.8% | ||
| Q2 25 | 15.5% | 135.7% | ||
| Q1 25 | 10.9% | 21.1% | ||
| Q4 24 | 12.8% | 50.8% | ||
| Q3 24 | 16.1% | 16.5% | ||
| Q2 24 | 19.3% | 92.6% |
资本支出强度ARLPAX
| Q1 26 | 18.5% | — | ||
| Q4 25 | 8.4% | 4.9% | ||
| Q3 25 | 11.3% | 2.8% | ||
| Q2 25 | 12.2% | 16.9% | ||
| Q1 25 | 16.1% | 2.8% | ||
| Q4 24 | 15.8% | 2.0% | ||
| Q3 24 | 18.0% | 5.5% | ||
| Q2 24 | 17.1% | 12.4% |
现金转化率ARLPAX
| Q1 26 | — | — | ||
| Q4 25 | 1.74× | 0.81× | ||
| Q3 25 | 2.21× | 1.05× | ||
| Q2 25 | 2.55× | 4.43× | ||
| Q1 25 | 1.97× | 0.70× | ||
| Q4 24 | 10.31× | 1.55× | ||
| Q3 24 | 2.43× | 0.63× | ||
| Q2 24 | 2.15× | 2.91× |
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% |
AX
暂无分部数据
