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ALLIANCE RESOURCE PARTNERS LP（ARLP）与MONRO, INC.（MNRO）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MONRO, INC.的1.8倍（$516.0M vs $293.4M），MONRO, INC.净利率更高（3.8% vs 2.1%，领先1.7%），ALLIANCE RESOURCE PARTNERS LP同比增速更快（-3.6% vs -4.0%），ALLIANCE RESOURCE PARTNERS LP自由现金流更多（$13.3M vs $9.1M），过去两年MONRO, INC.的营收复合增速更高（-2.7% 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。
蒙罗公司（Monro, Inc.）是一家汽车服务企业，创始并总部设在美国纽约州罗切斯特。截至2025年，蒙罗共拥有1260家门店，按门店数量与营收计算，是北美仅次于Driven Brands的第二大汽车服务企业。
ARLP vs MNRO — 直观对比
营收规模更大
ARLP
是对方的1.8倍
$293.4M
营收增速更快
ARLP
高出0.4%
-4.0%
净利率更高
MNRO
高出1.7%
2.1%
自由现金流更多
ARLP
多$4.2M
$9.1M
两年增速更快
MNRO
近两年复合增速
-6.7%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $516.0M | $293.4M |
| 净利润 | $10.7M | $11.1M |
| 毛利率 | — | 34.9% |
| 营业利润率 | 4.2% | 6.3% |
| 净利率 | 2.1% | 3.8% |
| 营收同比 | -3.6% | -4.0% |
| 净利润同比 | — | 143.1% |
| 每股收益（稀释后） | — | $0.35 |
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ARLPMNRO
| Q1 26 | $516.0M | — | ||
| Q4 25 | $535.5M | $293.4M | ||
| Q3 25 | $571.4M | $288.9M | ||
| Q2 25 | $547.5M | $301.0M | ||
| Q1 25 | $540.5M | $295.0M | ||
| Q4 24 | $590.1M | $305.8M | ||
| Q3 24 | $613.6M | $301.4M | ||
| Q2 24 | $593.4M | $293.2M |
净利润ARLPMNRO
| Q1 26 | $10.7M | — | ||
| Q4 25 | $82.7M | $11.1M | ||
| Q3 25 | $95.1M | $5.7M | ||
| Q2 25 | $59.4M | $-8.1M | ||
| Q1 25 | $74.0M | $-21.3M | ||
| Q4 24 | $16.3M | $4.6M | ||
| Q3 24 | $86.3M | $5.6M | ||
| Q2 24 | $100.2M | $5.9M |
毛利率ARLPMNRO
| Q1 26 | — | — | ||
| Q4 25 | — | 34.9% | ||
| Q3 25 | — | 35.7% | ||
| Q2 25 | — | 35.5% | ||
| Q1 25 | — | 33.0% | ||
| Q4 24 | — | 34.3% | ||
| Q3 24 | — | 35.3% | ||
| Q2 24 | — | 37.2% |
营业利润率ARLPMNRO
| Q1 26 | 4.2% | — | ||
| Q4 25 | 18.2% | 6.3% | ||
| Q3 25 | 18.4% | 4.4% | ||
| Q2 25 | 16.2% | -2.0% | ||
| Q1 25 | 17.4% | -8.1% | ||
| Q4 24 | 2.6% | 3.3% | ||
| Q3 24 | 16.5% | 4.4% | ||
| Q2 24 | 19.8% | 4.5% |
净利率ARLPMNRO
| Q1 26 | 2.1% | — | ||
| Q4 25 | 15.4% | 3.8% | ||
| Q3 25 | 16.6% | 2.0% | ||
| Q2 25 | 10.9% | -2.7% | ||
| Q1 25 | 13.7% | -7.2% | ||
| Q4 24 | 2.8% | 1.5% | ||
| Q3 24 | 14.1% | 1.9% | ||
| Q2 24 | 16.9% | 2.0% |
每股收益（稀释后）ARLPMNRO
| Q1 26 | — | — | ||
| Q4 25 | — | $0.35 | ||
| Q3 25 | — | $0.18 | ||
| Q2 25 | — | $-0.28 | ||
| Q1 25 | — | $-0.74 | ||
| Q4 24 | — | $0.15 | ||
| Q3 24 | — | $0.18 | ||
| Q2 24 | — | $0.19 |
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 | $4.9M |
| 总债务越低越好 | — | $45.0M |
| 股东权益账面价值 | — | $604.9M |
| 总资产 | $2.9B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.07× |
8季度趋势，按日历期对齐
现金及短期投资ARLPMNRO
| Q1 26 | $28.9M | — | ||
| Q4 25 | $71.2M | $4.9M | ||
| Q3 25 | $94.5M | $10.5M | ||
| Q2 25 | $55.0M | $7.8M | ||
| Q1 25 | $81.3M | $20.8M | ||
| Q4 24 | $137.0M | $10.2M | ||
| Q3 24 | $195.4M | $20.9M | ||
| Q2 24 | $203.7M | $18.7M |
总债务ARLPMNRO
| Q1 26 | — | — | ||
| Q4 25 | — | $45.0M | ||
| Q3 25 | — | $60.0M | ||
| Q2 25 | — | $71.5M | ||
| Q1 25 | — | $61.3M | ||
| Q4 24 | — | $59.3M | ||
| Q3 24 | — | $62.0M | ||
| Q2 24 | — | $112.0M |
股东权益ARLPMNRO
| Q1 26 | — | — | ||
| Q4 25 | — | $604.9M | ||
| Q3 25 | — | $601.7M | ||
| Q2 25 | — | $604.9M | ||
| Q1 25 | — | $620.8M | ||
| Q4 24 | — | $648.9M | ||
| Q3 24 | — | $651.9M | ||
| Q2 24 | — | $654.4M |
总资产ARLPMNRO
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | $1.6B | ||
| Q3 25 | $2.9B | $1.6B | ||
| Q2 25 | $2.9B | $1.6B | ||
| Q1 25 | $2.9B | $1.6B | ||
| Q4 24 | $2.9B | $1.7B | ||
| Q3 24 | $3.0B | $1.7B | ||
| Q2 24 | $3.1B | $1.7B |
负债/权益比ARLPMNRO
| Q1 26 | — | — | ||
| Q4 25 | — | 0.07× | ||
| Q3 25 | — | 0.10× | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 0.09× | ||
| Q3 24 | — | 0.10× | ||
| Q2 24 | — | 0.17× |
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 | — | $17.8M |
| 自由现金流经营现金流 - 资本支出 | $13.3M | $9.1M |
| 自由现金流率自由现金流/营收 | 2.6% | 3.1% |
| 资本支出强度资本支出/营收 | 18.5% | 3.0% |
| 现金转化率经营现金流/净利润 | — | 1.60× |
| 过去12个月自由现金流最近4个季度 | $342.2M | $49.6M |
8季度趋势，按日历期对齐
经营现金流ARLPMNRO
| Q1 26 | — | — | ||
| Q4 25 | $143.9M | $17.8M | ||
| Q3 25 | $209.9M | $32.3M | ||
| Q2 25 | $151.7M | $-1.9M | ||
| Q1 25 | $145.7M | $28.9M | ||
| Q4 24 | $168.4M | $14.8M | ||
| Q3 24 | $209.3M | $62.6M | ||
| Q2 24 | $215.8M | $25.6M |
自由现金流ARLPMNRO
| Q1 26 | $13.3M | — | ||
| Q4 25 | $99.1M | $9.1M | ||
| Q3 25 | $145.2M | $26.6M | ||
| Q2 25 | $84.7M | $-9.3M | ||
| Q1 25 | $58.9M | $23.2M | ||
| Q4 24 | $75.3M | $7.9M | ||
| Q3 24 | $99.0M | $57.6M | ||
| Q2 24 | $114.3M | $16.8M |
自由现金流率ARLPMNRO
| Q1 26 | 2.6% | — | ||
| Q4 25 | 18.5% | 3.1% | ||
| Q3 25 | 25.4% | 9.2% | ||
| Q2 25 | 15.5% | -3.1% | ||
| Q1 25 | 10.9% | 7.9% | ||
| Q4 24 | 12.8% | 2.6% | ||
| Q3 24 | 16.1% | 19.1% | ||
| Q2 24 | 19.3% | 5.7% |
资本支出强度ARLPMNRO
| Q1 26 | 18.5% | — | ||
| Q4 25 | 8.4% | 3.0% | ||
| Q3 25 | 11.3% | 2.0% | ||
| Q2 25 | 12.2% | 2.5% | ||
| Q1 25 | 16.1% | 1.9% | ||
| Q4 24 | 15.8% | 2.2% | ||
| Q3 24 | 18.0% | 1.6% | ||
| Q2 24 | 17.1% | 3.0% |
现金转化率ARLPMNRO
| Q1 26 | — | — | ||
| Q4 25 | 1.74× | 1.60× | ||
| Q3 25 | 2.21× | 5.71× | ||
| Q2 25 | 2.55× | — | ||
| Q1 25 | 1.97× | — | ||
| Q4 24 | 10.31× | 3.23× | ||
| Q3 24 | 2.43× | 11.08× | ||
| Q2 24 | 2.15× | 4.37× |
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% |
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
