vs
ALLIANCE RESOURCE PARTNERS LP（ARLP）与RENASANT CORP（RNST）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RENASANT CORP的1.9倍（$516.0M vs $273.8M），RENASANT CORP净利率更高（32.2% vs 2.1%，领先30.1%），过去两年RENASANT CORP的营收复合增速更高（29.3% vs -6.7%）
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ARLP vs RNST — 直观对比
营收规模更大
ARLP
是对方的1.9倍
$273.8M
净利率更高
RNST
高出30.1%
2.1%
两年增速更快
RNST
近两年复合增速
-6.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $516.0M | $273.8M |
| 净利润 | $10.7M | $88.2M |
| 毛利率 | — | — |
| 营业利润率 | 4.2% | — |
| 净利率 | 2.1% | 32.2% |
| 营收同比 | -3.6% | — |
| 净利润同比 | — | 112.5% |
| 每股收益（稀释后） | — | $0.94 |
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ARLPRNST
| Q1 26 | $516.0M | $273.8M | ||
| Q4 25 | $535.5M | $278.4M | ||
| Q3 25 | $571.4M | $269.5M | ||
| Q2 25 | $547.5M | $267.2M | ||
| Q1 25 | $540.5M | $170.7M | ||
| Q4 24 | $590.1M | $167.1M | ||
| Q3 24 | $613.6M | $220.3M | ||
| Q2 24 | $593.4M | $163.8M |
净利润ARLPRNST
| Q1 26 | $10.7M | $88.2M | ||
| Q4 25 | $82.7M | $78.9M | ||
| Q3 25 | $95.1M | $59.8M | ||
| Q2 25 | $59.4M | $1.0M | ||
| Q1 25 | $74.0M | $41.5M | ||
| Q4 24 | $16.3M | $44.7M | ||
| Q3 24 | $86.3M | $72.5M | ||
| Q2 24 | $100.2M | $38.8M |
营业利润率ARLPRNST
| Q1 26 | 4.2% | — | ||
| Q4 25 | 18.2% | 34.8% | ||
| Q3 25 | 18.4% | 27.9% | ||
| Q2 25 | 16.2% | 1.0% | ||
| Q1 25 | 17.4% | 30.4% | ||
| Q4 24 | 2.6% | 29.8% | ||
| Q3 24 | 16.5% | 44.2% | ||
| Q2 24 | 19.8% | 29.6% |
净利率ARLPRNST
| Q1 26 | 2.1% | 32.2% | ||
| Q4 25 | 15.4% | 28.4% | ||
| Q3 25 | 16.6% | 22.2% | ||
| Q2 25 | 10.9% | 0.4% | ||
| Q1 25 | 13.7% | 24.3% | ||
| Q4 24 | 2.8% | 26.8% | ||
| Q3 24 | 14.1% | 32.9% | ||
| Q2 24 | 16.9% | 23.7% |
每股收益（稀释后）ARLPRNST
| Q1 26 | — | $0.94 | ||
| Q4 25 | — | $0.78 | ||
| Q3 25 | — | $0.63 | ||
| Q2 25 | — | $0.01 | ||
| Q1 25 | — | $0.65 | ||
| Q4 24 | — | $0.70 | ||
| Q3 24 | — | $1.18 | ||
| Q2 24 | — | $0.69 |
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 | $1.2B |
| 总债务越低越好 | — | $806.2M |
| 股东权益账面价值 | — | $3.9B |
| 总资产 | $2.9B | $27.1B |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资ARLPRNST
| Q1 26 | $28.9M | $1.2B | ||
| Q4 25 | $71.2M | $1.1B | ||
| Q3 25 | $94.5M | $1.1B | ||
| Q2 25 | $55.0M | $1.4B | ||
| Q1 25 | $81.3M | $1.1B | ||
| Q4 24 | $137.0M | $1.1B | ||
| Q3 24 | $195.4M | $1.3B | ||
| Q2 24 | $203.7M | $851.9M |
总债务ARLPRNST
| Q1 26 | — | $806.2M | ||
| Q4 25 | — | $499.8M | ||
| Q3 25 | — | $558.9M | ||
| Q2 25 | — | $557.0M | ||
| Q1 25 | — | $433.3M | ||
| Q4 24 | — | $430.6M | ||
| Q3 24 | — | $433.2M | ||
| Q2 24 | — | $428.7M |
股东权益ARLPRNST
| Q1 26 | — | $3.9B | ||
| Q4 25 | — | $3.9B | ||
| Q3 25 | — | $3.8B | ||
| Q2 25 | — | $3.8B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.4B |
总资产ARLPRNST
| Q1 26 | $2.9B | $27.1B | ||
| Q4 25 | $2.9B | $26.8B | ||
| Q3 25 | $2.9B | $26.7B | ||
| Q2 25 | $2.9B | $26.6B | ||
| Q1 25 | $2.9B | $18.3B | ||
| Q4 24 | $2.9B | $18.0B | ||
| Q3 24 | $3.0B | $18.0B | ||
| Q2 24 | $3.1B | $17.5B |
负债/权益比ARLPRNST
| Q1 26 | — | 0.21× | ||
| Q4 25 | — | 0.13× | ||
| Q3 25 | — | 0.15× | ||
| Q2 25 | — | 0.15× | ||
| Q1 25 | — | 0.16× | ||
| Q4 24 | — | 0.16× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.18× |
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ARLPRNST
| Q1 26 | — | — | ||
| Q4 25 | $143.9M | $271.5M | ||
| Q3 25 | $209.9M | $135.5M | ||
| Q2 25 | $151.7M | $-77.3M | ||
| Q1 25 | $145.7M | $106.2M | ||
| Q4 24 | $168.4M | $106.4M | ||
| Q3 24 | $209.3M | $-1.7M | ||
| Q2 24 | $215.8M | $-49.1M |
自由现金流ARLPRNST
| Q1 26 | $13.3M | — | ||
| Q4 25 | $99.1M | $237.8M | ||
| Q3 25 | $145.2M | $120.1M | ||
| Q2 25 | $84.7M | $-87.5M | ||
| Q1 25 | $58.9M | $101.3M | ||
| Q4 24 | $75.3M | $92.8M | ||
| Q3 24 | $99.0M | $-5.3M | ||
| Q2 24 | $114.3M | $-52.6M |
自由现金流率ARLPRNST
| Q1 26 | 2.6% | — | ||
| Q4 25 | 18.5% | 85.4% | ||
| Q3 25 | 25.4% | 44.6% | ||
| Q2 25 | 15.5% | -32.7% | ||
| Q1 25 | 10.9% | 59.4% | ||
| Q4 24 | 12.8% | 55.5% | ||
| Q3 24 | 16.1% | -2.4% | ||
| Q2 24 | 19.3% | -32.1% |
资本支出强度ARLPRNST
| Q1 26 | 18.5% | — | ||
| Q4 25 | 8.4% | 12.1% | ||
| Q3 25 | 11.3% | 5.7% | ||
| Q2 25 | 12.2% | 3.8% | ||
| Q1 25 | 16.1% | 2.8% | ||
| Q4 24 | 15.8% | 8.2% | ||
| Q3 24 | 18.0% | 1.6% | ||
| Q2 24 | 17.1% | 2.1% |
现金转化率ARLPRNST
| Q1 26 | — | — | ||
| Q4 25 | 1.74× | 3.44× | ||
| Q3 25 | 2.21× | 2.27× | ||
| Q2 25 | 2.55× | -75.92× | ||
| Q1 25 | 1.97× | 2.56× | ||
| Q4 24 | 10.31× | 2.38× | ||
| Q3 24 | 2.43× | -0.02× | ||
| Q2 24 | 2.15× | -1.26× |
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% |
RNST
| Net Interest Income | $223.6M | 82% |
| Noninterest Income | $50.3M | 18% |
