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ALLIANCE RESOURCE PARTNERS LP（ARLP）与e.l.f. Beauty, Inc.（ELF）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e.l.f. Beauty, Inc.的1.1倍（$516.0M vs $489.5M），e.l.f. Beauty, Inc.净利率更高（8.0% vs 2.1%，领先6.0%），e.l.f. Beauty, Inc.同比增速更快（37.8% vs -3.6%），e.l.f. Beauty, Inc.自由现金流更多（$52.8M vs $13.3M）
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。
e.l.f. Beauty是美国知名彩妆品牌，2004年创立，总部位于加利福尼亚州奥克兰。品牌产品线丰富，涵盖沐浴护肤产品、矿物彩妆、专业美妆工具、眼线笔、口红、腮红、睫毛膏等多个品类，产品销往全球18个国家，入驻Target、沃尔玛等主流零售渠道，过半营收来自品牌官网。
ARLP vs ELF — 直观对比
营收规模更大
ARLP
是对方的1.1倍
$489.5M
营收增速更快
ELF
高出41.4%
-3.6%
净利率更高
ELF
高出6.0%
2.1%
自由现金流更多
ELF
多$39.5M
$13.3M
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $516.0M | $489.5M |
| 净利润 | $10.7M | $39.4M |
| 毛利率 | — | 71.0% |
| 营业利润率 | 4.2% | 13.8% |
| 净利率 | 2.1% | 8.0% |
| 营收同比 | -3.6% | 37.8% |
| 净利润同比 | — | 128.1% |
| 每股收益（稀释后） | — | $0.65 |
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ARLPELF
| Q1 26 | $516.0M | — | ||
| Q4 25 | $535.5M | $489.5M | ||
| Q3 25 | $571.4M | $343.9M | ||
| Q2 25 | $547.5M | $353.7M | ||
| Q1 25 | $540.5M | — | ||
| Q4 24 | $590.1M | — | ||
| Q3 24 | $613.6M | — | ||
| Q2 24 | $593.4M | — |
净利润ARLPELF
| Q1 26 | $10.7M | — | ||
| Q4 25 | $82.7M | $39.4M | ||
| Q3 25 | $95.1M | $3.0M | ||
| Q2 25 | $59.4M | $33.3M | ||
| Q1 25 | $74.0M | — | ||
| Q4 24 | $16.3M | — | ||
| Q3 24 | $86.3M | — | ||
| Q2 24 | $100.2M | — |
毛利率ARLPELF
| Q1 26 | — | — | ||
| Q4 25 | — | 71.0% | ||
| Q3 25 | — | 69.4% | ||
| Q2 25 | — | 69.1% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率ARLPELF
| Q1 26 | 4.2% | — | ||
| Q4 25 | 18.2% | 13.8% | ||
| Q3 25 | 18.4% | 2.2% | ||
| Q2 25 | 16.2% | 13.8% | ||
| Q1 25 | 17.4% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 16.5% | — | ||
| Q2 24 | 19.8% | — |
净利率ARLPELF
| Q1 26 | 2.1% | — | ||
| Q4 25 | 15.4% | 8.0% | ||
| Q3 25 | 16.6% | 0.9% | ||
| Q2 25 | 10.9% | 9.4% | ||
| Q1 25 | 13.7% | — | ||
| Q4 24 | 2.8% | — | ||
| Q3 24 | 14.1% | — | ||
| Q2 24 | 16.9% | — |
每股收益（稀释后）ARLPELF
| Q1 26 | — | — | ||
| Q4 25 | — | $0.65 | ||
| Q3 25 | — | $0.05 | ||
| Q2 25 | — | $0.58 | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $196.8M |
| 总债务越低越好 | — | $816.7M |
| 股东权益账面价值 | — | $1.2B |
| 总资产 | $2.9B | $2.3B |
| 负债/权益比越低杠杆越低 | — | 0.70× |
8季度趋势，按日历期对齐
现金及短期投资ARLPELF
| Q1 26 | $28.9M | — | ||
| Q4 25 | $71.2M | $196.8M | ||
| Q3 25 | $94.5M | $194.4M | ||
| Q2 25 | $55.0M | $170.0M | ||
| Q1 25 | $81.3M | — | ||
| Q4 24 | $137.0M | — | ||
| Q3 24 | $195.4M | — | ||
| Q2 24 | $203.7M | — |
总债务ARLPELF
| Q1 26 | — | — | ||
| Q4 25 | — | $816.7M | ||
| Q3 25 | — | $831.6M | ||
| Q2 25 | — | $256.7M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ARLPELF
| Q1 26 | — | — | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $804.9M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
总资产ARLPELF
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | $2.3B | ||
| Q3 25 | $2.9B | $2.3B | ||
| Q2 25 | $2.9B | $1.3B | ||
| Q1 25 | $2.9B | — | ||
| Q4 24 | $2.9B | — | ||
| Q3 24 | $3.0B | — | ||
| Q2 24 | $3.1B | — |
负债/权益比ARLPELF
| Q1 26 | — | — | ||
| Q4 25 | — | 0.70× | ||
| Q3 25 | — | 0.73× | ||
| Q2 25 | — | 0.32× | ||
| 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 | — | $59.4M |
| 自由现金流经营现金流 - 资本支出 | $13.3M | $52.8M |
| 自由现金流率自由现金流/营收 | 2.6% | 10.8% |
| 资本支出强度资本支出/营收 | 18.5% | 1.4% |
| 现金转化率经营现金流/净利润 | — | 1.51× |
| 过去12个月自由现金流最近4个季度 | $342.2M | — |
8季度趋势，按日历期对齐
经营现金流ARLPELF
| Q1 26 | — | — | ||
| Q4 25 | $143.9M | $59.4M | ||
| Q3 25 | $209.9M | $23.4M | ||
| Q2 25 | $151.7M | $27.2M | ||
| Q1 25 | $145.7M | — | ||
| Q4 24 | $168.4M | — | ||
| Q3 24 | $209.3M | — | ||
| Q2 24 | $215.8M | — |
自由现金流ARLPELF
| Q1 26 | $13.3M | — | ||
| Q4 25 | $99.1M | $52.8M | ||
| Q3 25 | $145.2M | $16.6M | ||
| Q2 25 | $84.7M | $20.1M | ||
| Q1 25 | $58.9M | — | ||
| Q4 24 | $75.3M | — | ||
| Q3 24 | $99.0M | — | ||
| Q2 24 | $114.3M | — |
自由现金流率ARLPELF
| Q1 26 | 2.6% | — | ||
| Q4 25 | 18.5% | 10.8% | ||
| Q3 25 | 25.4% | 4.8% | ||
| Q2 25 | 15.5% | 5.7% | ||
| Q1 25 | 10.9% | — | ||
| Q4 24 | 12.8% | — | ||
| Q3 24 | 16.1% | — | ||
| Q2 24 | 19.3% | — |
资本支出强度ARLPELF
| Q1 26 | 18.5% | — | ||
| Q4 25 | 8.4% | 1.4% | ||
| Q3 25 | 11.3% | 2.0% | ||
| Q2 25 | 12.2% | 2.0% | ||
| Q1 25 | 16.1% | — | ||
| Q4 24 | 15.8% | — | ||
| Q3 24 | 18.0% | — | ||
| Q2 24 | 17.1% | — |
现金转化率ARLPELF
| Q1 26 | — | — | ||
| Q4 25 | 1.74× | 1.51× | ||
| Q3 25 | 2.21× | 7.82× | ||
| Q2 25 | 2.55× | 0.82× | ||
| Q1 25 | 1.97× | — | ||
| Q4 24 | 10.31× | — | ||
| Q3 24 | 2.43× | — | ||
| Q2 24 | 2.15× | — |
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% |
ELF
暂无分部数据
