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ALLIANCE RESOURCE PARTNERS LP（ARLP）与Revvity（RVTY）财务数据对比。点击上方公司名可切换其他公司
Revvity的季度营收约是ALLIANCE RESOURCE PARTNERS LP的1.5倍（$772.1M vs $516.0M），Revvity净利率更高（12.7% vs 2.1%，领先10.7%），Revvity同比增速更快（5.9% vs -3.6%），Revvity自由现金流更多（$161.8M vs $13.3M），过去两年Revvity的营收复合增速更高（9.0% 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。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
ARLP vs RVTY — 直观对比
营收规模更大
RVTY
是对方的1.5倍
$516.0M
营收增速更快
RVTY
高出9.5%
-3.6%
净利率更高
RVTY
高出10.7%
2.1%
自由现金流更多
RVTY
多$148.5M
$13.3M
两年增速更快
RVTY
近两年复合增速
-6.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $516.0M | $772.1M |
| 净利润 | $10.7M | $98.4M |
| 毛利率 | — | — |
| 营业利润率 | 4.2% | 14.5% |
| 净利率 | 2.1% | 12.7% |
| 营收同比 | -3.6% | 5.9% |
| 净利润同比 | — | 3.9% |
| 每股收益（稀释后） | — | $0.86 |
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ARLPRVTY
| Q1 26 | $516.0M | — | ||
| Q4 25 | $535.5M | $772.1M | ||
| Q3 25 | $571.4M | $698.9M | ||
| Q2 25 | $547.5M | $720.3M | ||
| Q1 25 | $540.5M | $664.8M | ||
| Q4 24 | $590.1M | $729.4M | ||
| Q3 24 | $613.6M | $684.0M | ||
| Q2 24 | $593.4M | $691.7M |
净利润ARLPRVTY
| Q1 26 | $10.7M | — | ||
| Q4 25 | $82.7M | $98.4M | ||
| Q3 25 | $95.1M | $46.7M | ||
| Q2 25 | $59.4M | $53.9M | ||
| Q1 25 | $74.0M | $42.2M | ||
| Q4 24 | $16.3M | $94.6M | ||
| Q3 24 | $86.3M | $94.4M | ||
| Q2 24 | $100.2M | $55.4M |
毛利率ARLPRVTY
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 53.6% | ||
| Q2 25 | — | 54.5% | ||
| Q1 25 | — | 56.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 56.3% | ||
| Q2 24 | — | 55.7% |
营业利润率ARLPRVTY
| Q1 26 | 4.2% | — | ||
| Q4 25 | 18.2% | 14.5% | ||
| Q3 25 | 18.4% | 11.7% | ||
| Q2 25 | 16.2% | 12.6% | ||
| Q1 25 | 17.4% | 10.9% | ||
| Q4 24 | 2.6% | 16.3% | ||
| Q3 24 | 16.5% | 14.3% | ||
| Q2 24 | 19.8% | 12.4% |
净利率ARLPRVTY
| Q1 26 | 2.1% | — | ||
| Q4 25 | 15.4% | 12.7% | ||
| Q3 25 | 16.6% | 6.7% | ||
| Q2 25 | 10.9% | 7.5% | ||
| Q1 25 | 13.7% | 6.4% | ||
| Q4 24 | 2.8% | 13.0% | ||
| Q3 24 | 14.1% | 13.8% | ||
| Q2 24 | 16.9% | 8.0% |
每股收益（稀释后）ARLPRVTY
| Q1 26 | — | — | ||
| Q4 25 | — | $0.86 | ||
| Q3 25 | — | $0.40 | ||
| Q2 25 | — | $0.46 | ||
| Q1 25 | — | $0.35 | ||
| Q4 24 | — | $0.77 | ||
| Q3 24 | — | $0.77 | ||
| Q2 24 | — | $0.45 |
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 | $919.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $7.3B |
| 总资产 | $2.9B | $12.2B |
| 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ARLPRVTY
| Q1 26 | $28.9M | — | ||
| Q4 25 | $71.2M | $919.9M | ||
| Q3 25 | $94.5M | $931.4M | ||
| Q2 25 | $55.0M | $991.8M | ||
| Q1 25 | $81.3M | $1.1B | ||
| Q4 24 | $137.0M | $1.2B | ||
| Q3 24 | $195.4M | $1.2B | ||
| Q2 24 | $203.7M | $2.0B |
股东权益ARLPRVTY
| Q1 26 | — | — | ||
| Q4 25 | — | $7.3B | ||
| Q3 25 | — | $7.4B | ||
| Q2 25 | — | $7.6B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.7B | ||
| Q3 24 | — | $7.9B | ||
| Q2 24 | — | $7.9B |
总资产ARLPRVTY
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | $12.2B | ||
| Q3 25 | $2.9B | $12.1B | ||
| Q2 25 | $2.9B | $12.4B | ||
| Q1 25 | $2.9B | $12.4B | ||
| Q4 24 | $2.9B | $12.4B | ||
| Q3 24 | $3.0B | $12.8B | ||
| Q2 24 | $3.1B | $13.4B |
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 | — | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $13.3M | $161.8M |
| 自由现金流率自由现金流/营收 | 2.6% | 21.0% |
| 资本支出强度资本支出/营收 | 18.5% | 2.6% |
| 现金转化率经营现金流/净利润 | — | 1.85× |
| 过去12个月自由现金流最近4个季度 | $342.2M | $509.4M |
8季度趋势，按日历期对齐
经营现金流ARLPRVTY
| Q1 26 | — | — | ||
| Q4 25 | $143.9M | $182.0M | ||
| Q3 25 | $209.9M | $138.5M | ||
| Q2 25 | $151.7M | $134.3M | ||
| Q1 25 | $145.7M | $128.2M | ||
| Q4 24 | $168.4M | $174.2M | ||
| Q3 24 | $209.3M | $147.9M | ||
| Q2 24 | $215.8M | $158.6M |
自由现金流ARLPRVTY
| Q1 26 | $13.3M | — | ||
| Q4 25 | $99.1M | $161.8M | ||
| Q3 25 | $145.2M | $120.0M | ||
| Q2 25 | $84.7M | $115.5M | ||
| Q1 25 | $58.9M | $112.2M | ||
| Q4 24 | $75.3M | $149.8M | ||
| Q3 24 | $99.0M | $125.6M | ||
| Q2 24 | $114.3M | $136.6M |
自由现金流率ARLPRVTY
| Q1 26 | 2.6% | — | ||
| Q4 25 | 18.5% | 21.0% | ||
| Q3 25 | 25.4% | 17.2% | ||
| Q2 25 | 15.5% | 16.0% | ||
| Q1 25 | 10.9% | 16.9% | ||
| Q4 24 | 12.8% | 20.5% | ||
| Q3 24 | 16.1% | 18.4% | ||
| Q2 24 | 19.3% | 19.7% |
资本支出强度ARLPRVTY
| Q1 26 | 18.5% | — | ||
| Q4 25 | 8.4% | 2.6% | ||
| Q3 25 | 11.3% | 2.6% | ||
| Q2 25 | 12.2% | 2.6% | ||
| Q1 25 | 16.1% | 2.4% | ||
| Q4 24 | 15.8% | 3.4% | ||
| Q3 24 | 18.0% | 3.3% | ||
| Q2 24 | 17.1% | 3.2% |
现金转化率ARLPRVTY
| Q1 26 | — | — | ||
| Q4 25 | 1.74× | 1.85× | ||
| Q3 25 | 2.21× | 2.97× | ||
| Q2 25 | 2.55× | 2.49× | ||
| Q1 25 | 1.97× | 3.03× | ||
| Q4 24 | 10.31× | 1.84× | ||
| Q3 24 | 2.43× | 1.57× | ||
| Q2 24 | 2.15× | 2.87× |
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% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
