vs
ALLIANCE RESOURCE PARTNERS LP（ARLP）与Revolve Group, Inc.（RVLV）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Revolve Group, Inc.的1.6倍（$516.0M vs $324.4M），Revolve Group, Inc.净利率更高（5.7% vs 2.1%，领先3.6%），Revolve Group, Inc.同比增速更快（10.4% vs -3.6%），ALLIANCE RESOURCE PARTNERS LP自由现金流更多（$13.3M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% 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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
ARLP vs RVLV — 直观对比
营收规模更大
ARLP
是对方的1.6倍
$324.4M
营收增速更快
RVLV
高出14.1%
-3.6%
净利率更高
RVLV
高出3.6%
2.1%
自由现金流更多
ARLP
多$26.6M
$-13.3M
两年增速更快
RVLV
近两年复合增速
-6.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $516.0M | $324.4M |
| 净利润 | $10.7M | $18.6M |
| 毛利率 | — | 53.3% |
| 营业利润率 | 4.2% | 6.3% |
| 净利率 | 2.1% | 5.7% |
| 营收同比 | -3.6% | 10.4% |
| 净利润同比 | — | 50.4% |
| 每股收益（稀释后） | — | $0.27 |
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ARLPRVLV
| Q1 26 | $516.0M | — | ||
| Q4 25 | $535.5M | $324.4M | ||
| Q3 25 | $571.4M | $295.6M | ||
| Q2 25 | $547.5M | $309.0M | ||
| Q1 25 | $540.5M | $296.7M | ||
| Q4 24 | $590.1M | $293.7M | ||
| Q3 24 | $613.6M | $283.1M | ||
| Q2 24 | $593.4M | $282.5M |
净利润ARLPRVLV
| Q1 26 | $10.7M | — | ||
| Q4 25 | $82.7M | $18.6M | ||
| Q3 25 | $95.1M | $21.2M | ||
| Q2 25 | $59.4M | $10.2M | ||
| Q1 25 | $74.0M | $11.8M | ||
| Q4 24 | $16.3M | $12.3M | ||
| Q3 24 | $86.3M | $11.0M | ||
| Q2 24 | $100.2M | $15.4M |
毛利率ARLPRVLV
| Q1 26 | — | — | ||
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% |
营业利润率ARLPRVLV
| Q1 26 | 4.2% | — | ||
| Q4 25 | 18.2% | 6.3% | ||
| Q3 25 | 18.4% | 7.1% | ||
| Q2 25 | 16.2% | 5.8% | ||
| Q1 25 | 17.4% | 5.0% | ||
| Q4 24 | 2.6% | 3.9% | ||
| Q3 24 | 16.5% | 5.0% | ||
| Q2 24 | 19.8% | 5.8% |
净利率ARLPRVLV
| Q1 26 | 2.1% | — | ||
| Q4 25 | 15.4% | 5.7% | ||
| Q3 25 | 16.6% | 7.2% | ||
| Q2 25 | 10.9% | 3.3% | ||
| Q1 25 | 13.7% | 4.0% | ||
| Q4 24 | 2.8% | 4.2% | ||
| Q3 24 | 14.1% | 3.9% | ||
| Q2 24 | 16.9% | 5.4% |
每股收益（稀释后）ARLPRVLV
| Q1 26 | — | — | ||
| Q4 25 | — | $0.27 | ||
| Q3 25 | — | $0.29 | ||
| Q2 25 | — | $0.14 | ||
| Q1 25 | — | $0.16 | ||
| Q4 24 | — | $0.18 | ||
| Q3 24 | — | $0.15 | ||
| Q2 24 | — | $0.21 |
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 | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $512.5M |
| 总资产 | $2.9B | $765.0M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ARLPRVLV
| Q1 26 | $28.9M | — | ||
| Q4 25 | $71.2M | $292.3M | ||
| Q3 25 | $94.5M | $315.4M | ||
| Q2 25 | $55.0M | $310.7M | ||
| Q1 25 | $81.3M | $300.8M | ||
| Q4 24 | $137.0M | $256.6M | ||
| Q3 24 | $195.4M | $252.8M | ||
| Q2 24 | $203.7M | $244.7M |
股东权益ARLPRVLV
| Q1 26 | — | — | ||
| Q4 25 | — | $512.5M | ||
| Q3 25 | — | $490.2M | ||
| Q2 25 | — | $468.6M | ||
| Q1 25 | — | $453.4M | ||
| Q4 24 | — | $437.8M | ||
| Q3 24 | — | $420.8M | ||
| Q2 24 | — | $405.8M |
总资产ARLPRVLV
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | $765.0M | ||
| Q3 25 | $2.9B | $751.3M | ||
| Q2 25 | $2.9B | $722.9M | ||
| Q1 25 | $2.9B | $713.9M | ||
| Q4 24 | $2.9B | $665.5M | ||
| Q3 24 | $3.0B | $670.9M | ||
| Q2 24 | $3.1B | $657.8M |
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 | — | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $13.3M | $-13.3M |
| 自由现金流率自由现金流/营收 | 2.6% | -4.1% |
| 资本支出强度资本支出/营收 | 18.5% | 1.0% |
| 现金转化率经营现金流/净利润 | — | -0.55× |
| 过去12个月自由现金流最近4个季度 | $342.2M | $48.0M |
8季度趋势，按日历期对齐
经营现金流ARLPRVLV
| Q1 26 | — | — | ||
| Q4 25 | $143.9M | $-10.2M | ||
| Q3 25 | $209.9M | $11.8M | ||
| Q2 25 | $151.7M | $12.6M | ||
| Q1 25 | $145.7M | $45.1M | ||
| Q4 24 | $168.4M | $3.9M | ||
| Q3 24 | $209.3M | $9.1M | ||
| Q2 24 | $215.8M | $-24.7M |
自由现金流ARLPRVLV
| Q1 26 | $13.3M | — | ||
| Q4 25 | $99.1M | $-13.3M | ||
| Q3 25 | $145.2M | $7.5M | ||
| Q2 25 | $84.7M | $10.4M | ||
| Q1 25 | $58.9M | $43.4M | ||
| Q4 24 | $75.3M | $2.1M | ||
| Q3 24 | $99.0M | $8.0M | ||
| Q2 24 | $114.3M | $-25.7M |
自由现金流率ARLPRVLV
| Q1 26 | 2.6% | — | ||
| Q4 25 | 18.5% | -4.1% | ||
| Q3 25 | 25.4% | 2.5% | ||
| Q2 25 | 15.5% | 3.4% | ||
| Q1 25 | 10.9% | 14.6% | ||
| Q4 24 | 12.8% | 0.7% | ||
| Q3 24 | 16.1% | 2.8% | ||
| Q2 24 | 19.3% | -9.1% |
资本支出强度ARLPRVLV
| Q1 26 | 18.5% | — | ||
| Q4 25 | 8.4% | 1.0% | ||
| Q3 25 | 11.3% | 1.5% | ||
| Q2 25 | 12.2% | 0.7% | ||
| Q1 25 | 16.1% | 0.6% | ||
| Q4 24 | 15.8% | 0.6% | ||
| Q3 24 | 18.0% | 0.4% | ||
| Q2 24 | 17.1% | 0.4% |
现金转化率ARLPRVLV
| Q1 26 | — | — | ||
| Q4 25 | 1.74× | -0.55× | ||
| Q3 25 | 2.21× | 0.56× | ||
| Q2 25 | 2.55× | 1.24× | ||
| Q1 25 | 1.97× | 3.82× | ||
| Q4 24 | 10.31× | 0.32× | ||
| Q3 24 | 2.43× | 0.83× | ||
| Q2 24 | 2.15× | -1.60× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
