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ALLIANCE RESOURCE PARTNERS LP(ARLP)与富兰克林电气(FELE)财务数据对比。点击上方公司名可切换其他公司
ALLIANCE RESOURCE PARTNERS LP的季度营收约是富兰克林电气的1.0倍($516.0M vs $500.4M),富兰克林电气净利率更高(6.9% vs 2.1%,领先4.9%),富兰克林电气同比增速更快(9.9% vs -3.6%),过去两年富兰克林电气的营收复合增速更高(-4.0% 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。
富兰克林电气是全球知名的水务与能源管理产品及系统制造分销商,主营泵类、电机、驱动器及控制设备,产品广泛应用于住宅、商用、农业、工业、市政等多元场景。公司总部位于美国印第安纳州韦恩堡,在美国、德国、捷克、意大利、土耳其、墨西哥、巴西、澳大利亚、南非等多个国家设有生产基地,为全球客户提供可靠的流体运输与能源管理解决方案。
ARLP vs FELE — 直观对比
营收规模更大
ARLP
是对方的1.0倍
$500.4M
营收增速更快
FELE
高出13.6%
-3.6%
净利率更高
FELE
高出4.9%
2.1%
两年增速更快
FELE
近两年复合增速
-6.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $516.0M | $500.4M |
| 净利润 | $10.7M | $34.7M |
| 毛利率 | — | 35.0% |
| 营业利润率 | 4.2% | 9.6% |
| 净利率 | 2.1% | 6.9% |
| 营收同比 | -3.6% | 9.9% |
| 净利润同比 | — | 10.6% |
| 每股收益(稀释后) | — | $0.77 |
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
ARLP
FELE
| Q1 26 | $516.0M | $500.4M | ||
| Q4 25 | $535.5M | $506.9M | ||
| Q3 25 | $571.4M | $581.7M | ||
| Q2 25 | $547.5M | $587.4M | ||
| Q1 25 | $540.5M | $455.2M | ||
| Q4 24 | $590.1M | $485.7M | ||
| Q3 24 | $613.6M | $531.4M | ||
| Q2 24 | $593.4M | $543.3M |
净利润
ARLP
FELE
| Q1 26 | $10.7M | $34.7M | ||
| Q4 25 | $82.7M | $39.3M | ||
| Q3 25 | $95.1M | $16.7M | ||
| Q2 25 | $59.4M | $60.1M | ||
| Q1 25 | $74.0M | $31.0M | ||
| Q4 24 | $16.3M | $33.7M | ||
| Q3 24 | $86.3M | $54.6M | ||
| Q2 24 | $100.2M | $59.1M |
毛利率
ARLP
FELE
| Q1 26 | — | 35.0% | ||
| Q4 25 | — | 33.8% | ||
| Q3 25 | — | 35.9% | ||
| Q2 25 | — | 36.1% | ||
| Q1 25 | — | 36.0% | ||
| Q4 24 | — | 33.8% | ||
| Q3 24 | — | 35.7% | ||
| Q2 24 | — | 36.8% |
营业利润率
ARLP
FELE
| Q1 26 | 4.2% | 9.6% | ||
| Q4 25 | 18.2% | 10.2% | ||
| Q3 25 | 18.4% | 14.6% | ||
| Q2 25 | 16.2% | 15.0% | ||
| Q1 25 | 17.4% | 9.7% | ||
| Q4 24 | 2.6% | 8.9% | ||
| Q3 24 | 16.5% | 13.8% | ||
| Q2 24 | 19.8% | 14.6% |
净利率
ARLP
FELE
| Q1 26 | 2.1% | 6.9% | ||
| Q4 25 | 15.4% | 7.7% | ||
| Q3 25 | 16.6% | 2.9% | ||
| Q2 25 | 10.9% | 10.2% | ||
| Q1 25 | 13.7% | 6.8% | ||
| Q4 24 | 2.8% | 6.9% | ||
| Q3 24 | 14.1% | 10.3% | ||
| Q2 24 | 16.9% | 10.9% |
每股收益(稀释后)
ARLP
FELE
| Q1 26 | — | $0.77 | ||
| Q4 25 | — | $0.87 | ||
| Q3 25 | — | $0.37 | ||
| Q2 25 | — | $1.31 | ||
| Q1 25 | — | $0.67 | ||
| Q4 24 | — | $0.73 | ||
| Q3 24 | — | $1.17 | ||
| Q2 24 | — | $1.26 |
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 | $80.4M |
| 总债务越低越好 | — | $134.4M |
| 股东权益账面价值 | — | $1.3B |
| 总资产 | $2.9B | $2.0B |
| 负债/权益比越低杠杆越低 | — | 0.10× |
8季度趋势,按日历期对齐
现金及短期投资
ARLP
FELE
| Q1 26 | $28.9M | $80.4M | ||
| Q4 25 | $71.2M | $99.7M | ||
| Q3 25 | $94.5M | $102.9M | ||
| Q2 25 | $55.0M | $104.6M | ||
| Q1 25 | $81.3M | $84.0M | ||
| Q4 24 | $137.0M | $220.5M | ||
| Q3 24 | $195.4M | $106.3M | ||
| Q2 24 | $203.7M | $58.1M |
总债务
ARLP
FELE
| Q1 26 | — | $134.4M | ||
| Q4 25 | — | $135.2M | ||
| Q3 25 | — | $135.2M | ||
| Q2 25 | — | $14.5M | ||
| Q1 25 | — | $14.9M | ||
| Q4 24 | — | $11.6M | ||
| Q3 24 | — | $11.6M | ||
| Q2 24 | — | $87.2M |
股东权益
ARLP
FELE
| Q1 26 | — | $1.3B | ||
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | — | $1.2B |
总资产
ARLP
FELE
| Q1 26 | $2.9B | $2.0B | ||
| Q4 25 | $2.9B | $1.9B | ||
| Q3 25 | $2.9B | $2.0B | ||
| Q2 25 | $2.9B | $2.0B | ||
| Q1 25 | $2.9B | $1.9B | ||
| Q4 24 | $2.9B | $1.8B | ||
| Q3 24 | $3.0B | $1.8B | ||
| Q2 24 | $3.1B | $1.8B |
负债/权益比
ARLP
FELE
| Q1 26 | — | 0.10× | ||
| Q4 25 | — | 0.10× | ||
| Q3 25 | — | 0.10× | ||
| Q2 25 | — | 0.01× | ||
| Q1 25 | — | 0.01× | ||
| Q4 24 | — | 0.01× | ||
| Q3 24 | — | 0.01× | ||
| Q2 24 | — | 0.07× |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $13.3M | — |
| 自由现金流率自由现金流/营收 | 2.6% | — |
| 资本支出强度资本支出/营收 | 18.5% | — |
| 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 | — |
8季度趋势,按日历期对齐
经营现金流
ARLP
FELE
| Q1 26 | — | — | ||
| Q4 25 | $143.9M | $104.2M | ||
| Q3 25 | $209.9M | $102.7M | ||
| Q2 25 | $151.7M | $51.5M | ||
| Q1 25 | $145.7M | $-19.5M | ||
| Q4 24 | $168.4M | $110.3M | ||
| Q3 24 | $209.3M | $116.1M | ||
| Q2 24 | $215.8M | $36.4M |
自由现金流
ARLP
FELE
| Q1 26 | $13.3M | — | ||
| Q4 25 | $99.1M | $88.7M | ||
| Q3 25 | $145.2M | $91.3M | ||
| Q2 25 | $84.7M | $39.9M | ||
| Q1 25 | $58.9M | $-26.3M | ||
| Q4 24 | $75.3M | $97.5M | ||
| Q3 24 | $99.0M | $106.6M | ||
| Q2 24 | $114.3M | $26.1M |
自由现金流率
ARLP
FELE
| Q1 26 | 2.6% | — | ||
| Q4 25 | 18.5% | 17.5% | ||
| Q3 25 | 25.4% | 15.7% | ||
| Q2 25 | 15.5% | 6.8% | ||
| Q1 25 | 10.9% | -5.8% | ||
| Q4 24 | 12.8% | 20.1% | ||
| Q3 24 | 16.1% | 20.1% | ||
| Q2 24 | 19.3% | 4.8% |
资本支出强度
ARLP
FELE
| Q1 26 | 18.5% | — | ||
| Q4 25 | 8.4% | 3.1% | ||
| Q3 25 | 11.3% | 2.0% | ||
| Q2 25 | 12.2% | 2.0% | ||
| Q1 25 | 16.1% | 1.5% | ||
| Q4 24 | 15.8% | 2.6% | ||
| Q3 24 | 18.0% | 1.8% | ||
| Q2 24 | 17.1% | 1.9% |
现金转化率
ARLP
FELE
| Q1 26 | — | — | ||
| Q4 25 | 1.74× | 2.65× | ||
| Q3 25 | 2.21× | 6.14× | ||
| Q2 25 | 2.55× | 0.86× | ||
| Q1 25 | 1.97× | -0.63× | ||
| Q4 24 | 10.31× | 3.28× | ||
| Q3 24 | 2.43× | 2.13× | ||
| Q2 24 | 2.15× | 0.62× |
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% |
FELE
暂无分部数据