vs
ALLIANCE RESOURCE PARTNERS LP（ARLP）与FRESH DEL MONTE PRODUCE INC（FDP）财务数据对比。点击上方公司名可切换其他公司
FRESH DEL MONTE PRODUCE INC的季度营收约是ALLIANCE RESOURCE PARTNERS LP的2.0倍（$1.0B vs $516.0M），FRESH DEL MONTE PRODUCE INC净利率更高（3.2% vs 2.1%，领先1.1%），FRESH DEL MONTE PRODUCE INC同比增速更快（0.6% vs -3.6%），ALLIANCE RESOURCE PARTNERS LP自由现金流更多（$13.3M vs $-17.2M），过去两年FRESH DEL MONTE PRODUCE INC的营收复合增速更高（-4.1% 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。
鲜德尔蒙农产品公司是全球领先的垂直一体化生鲜及鲜切果蔬、加工果蔬生产、分销及营销企业，注册地位于开曼群岛乔治敦，美国行政总部设在佛罗里达州科勒尔盖布尔斯塞维利亚大道241号。
ARLP vs FDP — 直观对比
营收规模更大
FDP
是对方的2.0倍
$516.0M
营收增速更快
FDP
高出4.3%
-3.6%
净利率更高
FDP
高出1.1%
2.1%
自由现金流更多
ARLP
多$30.5M
$-17.2M
两年增速更快
FDP
近两年复合增速
-6.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $516.0M | $1.0B |
| 净利润 | $10.7M | $32.3M |
| 毛利率 | — | 10.4% |
| 营业利润率 | 4.2% | 4.5% |
| 净利率 | 2.1% | 3.2% |
| 营收同比 | -3.6% | 0.6% |
| 净利润同比 | — | 59.1% |
| 每股收益（稀释后） | — | $0.67 |
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ARLPFDP
| Q1 26 | $516.0M | — | ||
| Q4 25 | $535.5M | $1.0B | ||
| Q3 25 | $571.4M | $1.0B | ||
| Q2 25 | $547.5M | $1.2B | ||
| Q1 25 | $540.5M | $1.1B | ||
| Q4 24 | $590.1M | $1.0B | ||
| Q3 24 | $613.6M | $1.0B | ||
| Q2 24 | $593.4M | $1.1B |
净利润ARLPFDP
| Q1 26 | $10.7M | — | ||
| Q4 25 | $82.7M | $32.3M | ||
| Q3 25 | $95.1M | $-29.1M | ||
| Q2 25 | $59.4M | $56.8M | ||
| Q1 25 | $74.0M | $31.1M | ||
| Q4 24 | $16.3M | $20.3M | ||
| Q3 24 | $86.3M | $42.1M | ||
| Q2 24 | $100.2M | $53.6M |
毛利率ARLPFDP
| Q1 26 | — | — | ||
| Q4 25 | — | 10.4% | ||
| Q3 25 | — | 7.9% | ||
| Q2 25 | — | 10.2% | ||
| Q1 25 | — | 8.4% | ||
| Q4 24 | — | 6.8% | ||
| Q3 24 | — | 9.2% | ||
| Q2 24 | — | 9.9% |
营业利润率ARLPFDP
| Q1 26 | 4.2% | — | ||
| Q4 25 | 18.2% | 4.5% | ||
| Q3 25 | 18.4% | -2.1% | ||
| Q2 25 | 16.2% | 5.8% | ||
| Q1 25 | 17.4% | 4.1% | ||
| Q4 24 | 2.6% | 3.0% | ||
| Q3 24 | 16.5% | 5.3% | ||
| Q2 24 | 19.8% | 6.0% |
净利率ARLPFDP
| Q1 26 | 2.1% | — | ||
| Q4 25 | 15.4% | 3.2% | ||
| Q3 25 | 16.6% | -2.8% | ||
| Q2 25 | 10.9% | 4.8% | ||
| Q1 25 | 13.7% | 2.8% | ||
| Q4 24 | 2.8% | 2.0% | ||
| Q3 24 | 14.1% | 4.1% | ||
| Q2 24 | 16.9% | 4.7% |
每股收益（稀释后）ARLPFDP
| Q1 26 | — | — | ||
| Q4 25 | — | $0.67 | ||
| Q3 25 | — | $-0.61 | ||
| Q2 25 | — | $1.18 | ||
| Q1 25 | — | $0.64 | ||
| Q4 24 | — | $0.41 | ||
| Q3 24 | — | $0.88 | ||
| Q2 24 | — | $1.12 |
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 | $35.7M |
| 总债务越低越好 | — | $176.2M |
| 股东权益账面价值 | — | $2.0B |
| 总资产 | $2.9B | $3.1B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资ARLPFDP
| Q1 26 | $28.9M | — | ||
| Q4 25 | $71.2M | $35.7M | ||
| Q3 25 | $94.5M | $97.2M | ||
| Q2 25 | $55.0M | $85.5M | ||
| Q1 25 | $81.3M | $34.4M | ||
| Q4 24 | $137.0M | $32.6M | ||
| Q3 24 | $195.4M | $50.8M | ||
| Q2 24 | $203.7M | $37.8M |
总债务ARLPFDP
| Q1 26 | — | — | ||
| Q4 25 | — | $176.2M | ||
| Q3 25 | — | $176.7M | ||
| Q2 25 | — | $205.2M | ||
| Q1 25 | — | $237.4M | ||
| Q4 24 | — | $248.9M | ||
| Q3 24 | — | $274.8M | ||
| Q2 24 | — | $290.4M |
股东权益ARLPFDP
| Q1 26 | — | — | ||
| Q4 25 | — | $2.0B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B |
总资产ARLPFDP
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | $3.1B | ||
| Q3 25 | $2.9B | $3.1B | ||
| Q2 25 | $2.9B | $3.2B | ||
| Q1 25 | $2.9B | $3.2B | ||
| Q4 24 | $2.9B | $3.1B | ||
| Q3 24 | $3.0B | $3.2B | ||
| Q2 24 | $3.1B | $3.1B |
负债/权益比ARLPFDP
| Q1 26 | — | — | ||
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.09× | ||
| Q2 25 | — | 0.10× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 0.15× |
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 | — | $10.9M |
| 自由现金流经营现金流 - 资本支出 | $13.3M | $-17.2M |
| 自由现金流率自由现金流/营收 | 2.6% | -1.7% |
| 资本支出强度资本支出/营收 | 18.5% | 2.8% |
| 现金转化率经营现金流/净利润 | — | 0.34× |
| 过去12个月自由现金流最近4个季度 | $342.2M | $181.3M |
8季度趋势，按日历期对齐
经营现金流ARLPFDP
| Q1 26 | — | — | ||
| Q4 25 | $143.9M | $10.9M | ||
| Q3 25 | $209.9M | $75.0M | ||
| Q2 25 | $151.7M | $113.1M | ||
| Q1 25 | $145.7M | $46.1M | ||
| Q4 24 | $168.4M | $-4.7M | ||
| Q3 24 | $209.3M | $43.5M | ||
| Q2 24 | $215.8M | $125.0M |
自由现金流ARLPFDP
| Q1 26 | $13.3M | — | ||
| Q4 25 | $99.1M | $-17.2M | ||
| Q3 25 | $145.2M | $60.9M | ||
| Q2 25 | $84.7M | $101.5M | ||
| Q1 25 | $58.9M | $36.1M | ||
| Q4 24 | $75.3M | $-22.3M | ||
| Q3 24 | $99.0M | $30.1M | ||
| Q2 24 | $114.3M | $117.0M |
自由现金流率ARLPFDP
| Q1 26 | 2.6% | — | ||
| Q4 25 | 18.5% | -1.7% | ||
| Q3 25 | 25.4% | 6.0% | ||
| Q2 25 | 15.5% | 8.6% | ||
| Q1 25 | 10.9% | 3.3% | ||
| Q4 24 | 12.8% | -2.2% | ||
| Q3 24 | 16.1% | 3.0% | ||
| Q2 24 | 19.3% | 10.3% |
资本支出强度ARLPFDP
| Q1 26 | 18.5% | — | ||
| Q4 25 | 8.4% | 2.8% | ||
| Q3 25 | 11.3% | 1.4% | ||
| Q2 25 | 12.2% | 1.0% | ||
| Q1 25 | 16.1% | 0.9% | ||
| Q4 24 | 15.8% | 1.7% | ||
| Q3 24 | 18.0% | 1.3% | ||
| Q2 24 | 17.1% | 0.7% |
现金转化率ARLPFDP
| Q1 26 | — | — | ||
| Q4 25 | 1.74× | 0.34× | ||
| Q3 25 | 2.21× | — | ||
| Q2 25 | 2.55× | 1.99× | ||
| Q1 25 | 1.97× | 1.48× | ||
| Q4 24 | 10.31× | -0.23× | ||
| Q3 24 | 2.43× | 1.03× | ||
| Q2 24 | 2.15× | 2.33× |
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% |
FDP
| Other | $482.7M | 47% |
| Gold Pineapples | $184.9M | 18% |
| Fresh Cut Fruit | $126.4M | 12% |
| Fresh Cut Vegetables | $69.3M | 7% |
| Avocados | $66.9M | 7% |
| Other Fruit Productsand Services | $26.1M | 3% |
| Non Tropical Fruit | $23.0M | 2% |
| Melons | $20.6M | 2% |
| Vegetables | $19.6M | 2% |
