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ALLIANCE RESOURCE PARTNERS LP（ARLP）与BRIGHT HORIZONS FAMILY SOLUTIONS INC.（BFAM）财务数据对比。点击上方公司名可切换其他公司
BRIGHT HORIZONS FAMILY SOLUTIONS INC.的季度营收约是ALLIANCE RESOURCE PARTNERS LP的1.4倍（$733.7M vs $516.0M），BRIGHT HORIZONS FAMILY SOLUTIONS INC.同比增速更快（8.8% vs -3.6%），BRIGHT HORIZONS FAMILY SOLUTIONS INC.自由现金流更多（$258.5M vs $13.3M），过去两年BRIGHT HORIZONS FAMILY SOLUTIONS INC.的营收复合增速更高（8.5% 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。
Bright Horizons Family Solutions总部位于美国马萨诸塞州牛顿市，是美国规模最大的雇主赞助育儿服务运营商，除核心育儿服务外，还提供备用育儿、老人照护、学费项目管理、教育咨询、学生贷款偿还方案等多元服务，覆盖企业员工福利及教育支持领域。
ARLP vs BFAM — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $516.0M | $733.7M |
| 净利润 | $10.7M | — |
| 毛利率 | — | 19.3% |
| 营业利润率 | 4.2% | 6.2% |
| 净利率 | 2.1% | — |
| 营收同比 | -3.6% | 8.8% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | — | $0.38 |
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
| Q1 26 | $516.0M | — | ||
| Q4 25 | $535.5M | $733.7M | ||
| Q3 25 | $571.4M | $802.8M | ||
| Q2 25 | $547.5M | $731.6M | ||
| Q1 25 | $540.5M | $665.5M | ||
| Q4 24 | $590.1M | $674.1M | ||
| Q3 24 | $613.6M | $719.1M | ||
| Q2 24 | $593.4M | $670.1M |
| Q1 26 | $10.7M | — | ||
| Q4 25 | $82.7M | — | ||
| Q3 25 | $95.1M | $78.6M | ||
| Q2 25 | $59.4M | $54.8M | ||
| Q1 25 | $74.0M | $38.0M | ||
| Q4 24 | $16.3M | — | ||
| Q3 24 | $86.3M | $54.9M | ||
| Q2 24 | $100.2M | $39.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | 19.3% | ||
| Q3 25 | — | 27.0% | ||
| Q2 25 | — | 25.0% | ||
| Q1 25 | — | 23.4% | ||
| Q4 24 | — | 20.8% | ||
| Q3 24 | — | 25.2% | ||
| Q2 24 | — | 24.2% |
| Q1 26 | 4.2% | — | ||
| Q4 25 | 18.2% | 6.2% | ||
| Q3 25 | 18.4% | 15.1% | ||
| Q2 25 | 16.2% | 11.8% | ||
| Q1 25 | 17.4% | 9.4% | ||
| Q4 24 | 2.6% | 7.2% | ||
| Q3 24 | 16.5% | 12.4% | ||
| Q2 24 | 19.8% | 10.3% |
| Q1 26 | 2.1% | — | ||
| Q4 25 | 15.4% | — | ||
| Q3 25 | 16.6% | 9.8% | ||
| Q2 25 | 10.9% | 7.5% | ||
| Q1 25 | 13.7% | 5.7% | ||
| Q4 24 | 2.8% | — | ||
| Q3 24 | 14.1% | 7.6% | ||
| Q2 24 | 16.9% | 5.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | $0.38 | ||
| Q3 25 | — | $1.37 | ||
| Q2 25 | — | $0.95 | ||
| Q1 25 | — | $0.66 | ||
| Q4 24 | — | $0.50 | ||
| Q3 24 | — | $0.94 | ||
| Q2 24 | — | $0.67 |
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 | $28.9M | $140.1M |
| 总债务越低越好 | — | $747.6M |
| 股东权益账面价值 | — | $1.3B |
| 总资产 | $2.9B | $3.9B |
| 负债/权益比越低杠杆越低 | — | 0.56× |
8季度趋势，按日历期对齐
| Q1 26 | $28.9M | — | ||
| Q4 25 | $71.2M | $140.1M | ||
| Q3 25 | $94.5M | $116.6M | ||
| Q2 25 | $55.0M | $179.2M | ||
| Q1 25 | $81.3M | $112.0M | ||
| Q4 24 | $137.0M | $110.3M | ||
| Q3 24 | $195.4M | $109.9M | ||
| Q2 24 | $203.7M | $140.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $747.6M | ||
| Q3 25 | — | $747.5M | ||
| Q2 25 | — | $797.0M | ||
| Q1 25 | — | $872.7M | ||
| Q4 24 | — | $918.4M | ||
| Q3 24 | — | $925.7M | ||
| Q2 24 | — | $931.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.3B |
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | $3.9B | ||
| Q3 25 | $2.9B | $3.9B | ||
| Q2 25 | $2.9B | $3.9B | ||
| Q1 25 | $2.9B | $3.8B | ||
| Q4 24 | $2.9B | $3.9B | ||
| Q3 24 | $3.0B | $3.9B | ||
| Q2 24 | $3.1B | $3.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.56× | ||
| Q3 25 | — | 0.52× | ||
| Q2 25 | — | 0.57× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | — | 0.72× | ||
| Q3 24 | — | 0.66× | ||
| Q2 24 | — | 0.73× |
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 | — | $350.7M |
| 自由现金流经营现金流 - 资本支出 | $13.3M | $258.5M |
| 自由现金流率自由现金流/营收 | 2.6% | 35.2% |
| 资本支出强度资本支出/营收 | 18.5% | 12.6% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $342.2M | $402.4M |
8季度趋势，按日历期对齐
| Q1 26 | — | — | ||
| Q4 25 | $143.9M | $350.7M | ||
| Q3 25 | $209.9M | $-17.6M | ||
| Q2 25 | $151.7M | $134.2M | ||
| Q1 25 | $145.7M | $86.2M | ||
| Q4 24 | $168.4M | $337.5M | ||
| Q3 24 | $209.3M | $-8.9M | ||
| Q2 24 | $215.8M | $109.4M |
| Q1 26 | $13.3M | — | ||
| Q4 25 | $99.1M | $258.5M | ||
| Q3 25 | $145.2M | $-42.4M | ||
| Q2 25 | $84.7M | $115.4M | ||
| Q1 25 | $58.9M | $70.9M | ||
| Q4 24 | $75.3M | $240.2M | ||
| Q3 24 | $99.0M | $-32.2M | ||
| Q2 24 | $114.3M | $86.8M |
| Q1 26 | 2.6% | — | ||
| Q4 25 | 18.5% | 35.2% | ||
| Q3 25 | 25.4% | -5.3% | ||
| Q2 25 | 15.5% | 15.8% | ||
| Q1 25 | 10.9% | 10.7% | ||
| Q4 24 | 12.8% | 35.6% | ||
| Q3 24 | 16.1% | -4.5% | ||
| Q2 24 | 19.3% | 13.0% |
| Q1 26 | 18.5% | — | ||
| Q4 25 | 8.4% | 12.6% | ||
| Q3 25 | 11.3% | 3.1% | ||
| Q2 25 | 12.2% | 2.6% | ||
| Q1 25 | 16.1% | 2.3% | ||
| Q4 24 | 15.8% | 14.4% | ||
| Q3 24 | 18.0% | 3.2% | ||
| Q2 24 | 17.1% | 3.4% |
| Q1 26 | — | — | ||
| Q4 25 | 1.74× | — | ||
| Q3 25 | 2.21× | -0.22× | ||
| Q2 25 | 2.55× | 2.45× | ||
| Q1 25 | 1.97× | 2.26× | ||
| Q4 24 | 10.31× | — | ||
| Q3 24 | 2.43× | -0.16× | ||
| Q2 24 | 2.15× | 2.79× |
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% |
BFAM
暂无分部数据
