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ALLIANCE RESOURCE PARTNERS LP（ARLP）与SHOE CARNIVAL INC（SCVL）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SHOE CARNIVAL INC的1.7倍（$516.0M vs $297.2M），SHOE CARNIVAL INC净利率更高（4.9% vs 2.1%，领先2.8%），SHOE CARNIVAL INC同比增速更快（-3.2% vs -3.6%），SHOE CARNIVAL INC自由现金流更多（$19.7M vs $13.3M），过去两年SHOE CARNIVAL INC的营收复合增速更高（3.0% 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。
Shoe Carnival Inc是一家美国家庭鞋类零售商，目前在美国中西部、南部、东南部地区以及波多黎各共开设了429家门店。该公司由大卫·拉塞尔于1978年创立，截至2025年，其总部位于南卡罗来纳州福特米尔。
ARLP vs SCVL — 直观对比
营收规模更大
ARLP
是对方的1.7倍
$297.2M
营收增速更快
SCVL
高出0.5%
-3.6%
净利率更高
SCVL
高出2.8%
2.1%
自由现金流更多
SCVL
多$6.4M
$13.3M
两年增速更快
SCVL
近两年复合增速
-6.7%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $516.0M | $297.2M |
| 净利润 | $10.7M | $14.6M |
| 毛利率 | — | 37.6% |
| 营业利润率 | 4.2% | 6.3% |
| 净利率 | 2.1% | 4.9% |
| 营收同比 | -3.6% | -3.2% |
| 净利润同比 | — | -23.9% |
| 每股收益（稀释后） | — | $0.53 |
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ARLPSCVL
| Q1 26 | $516.0M | — | ||
| Q4 25 | $535.5M | $297.2M | ||
| Q3 25 | $571.4M | $306.4M | ||
| Q2 25 | $547.5M | $277.7M | ||
| Q1 25 | $540.5M | $262.9M | ||
| Q4 24 | $590.1M | $306.9M | ||
| Q3 24 | $613.6M | $332.7M | ||
| Q2 24 | $593.4M | $300.4M |
净利润ARLPSCVL
| Q1 26 | $10.7M | — | ||
| Q4 25 | $82.7M | $14.6M | ||
| Q3 25 | $95.1M | $19.2M | ||
| Q2 25 | $59.4M | $9.3M | ||
| Q1 25 | $74.0M | $14.7M | ||
| Q4 24 | $16.3M | $19.2M | ||
| Q3 24 | $86.3M | $22.6M | ||
| Q2 24 | $100.2M | $17.3M |
毛利率ARLPSCVL
| Q1 26 | — | — | ||
| Q4 25 | — | 37.6% | ||
| Q3 25 | — | 38.8% | ||
| Q2 25 | — | 34.5% | ||
| Q1 25 | — | 34.9% | ||
| Q4 24 | — | 36.0% | ||
| Q3 24 | — | 36.1% | ||
| Q2 24 | — | 35.6% |
营业利润率ARLPSCVL
| Q1 26 | 4.2% | — | ||
| Q4 25 | 18.2% | 6.3% | ||
| Q3 25 | 18.4% | 8.2% | ||
| Q2 25 | 16.2% | 4.3% | ||
| Q1 25 | 17.4% | 5.3% | ||
| Q4 24 | 2.6% | 8.0% | ||
| Q3 24 | 16.5% | 9.0% | ||
| Q2 24 | 19.8% | 7.5% |
净利率ARLPSCVL
| Q1 26 | 2.1% | — | ||
| Q4 25 | 15.4% | 4.9% | ||
| Q3 25 | 16.6% | 6.3% | ||
| Q2 25 | 10.9% | 3.4% | ||
| Q1 25 | 13.7% | 5.6% | ||
| Q4 24 | 2.8% | 6.3% | ||
| Q3 24 | 14.1% | 6.8% | ||
| Q2 24 | 16.9% | 5.8% |
每股收益（稀释后）ARLPSCVL
| Q1 26 | — | — | ||
| Q4 25 | — | $0.53 | ||
| Q3 25 | — | $0.70 | ||
| Q2 25 | — | $0.34 | ||
| Q1 25 | — | $0.53 | ||
| Q4 24 | — | $0.70 | ||
| Q3 24 | — | $0.82 | ||
| Q2 24 | — | $0.63 |
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 | $107.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $683.2M |
| 总资产 | $2.9B | $1.2B |
| 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ARLPSCVL
| Q1 26 | $28.9M | — | ||
| Q4 25 | $71.2M | $107.7M | ||
| Q3 25 | $94.5M | $91.9M | ||
| Q2 25 | $55.0M | $93.0M | ||
| Q1 25 | $81.3M | $123.1M | ||
| Q4 24 | $137.0M | $91.1M | ||
| Q3 24 | $195.4M | $84.5M | ||
| Q2 24 | $203.7M | $69.5M |
股东权益ARLPSCVL
| Q1 26 | — | — | ||
| Q4 25 | — | $683.2M | ||
| Q3 25 | — | $670.7M | ||
| Q2 25 | — | $653.6M | ||
| Q1 25 | — | $649.0M | ||
| Q4 24 | — | $635.7M | ||
| Q3 24 | — | $618.5M | ||
| Q2 24 | — | $597.8M |
总资产ARLPSCVL
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | $1.2B | ||
| Q3 25 | $2.9B | $1.2B | ||
| Q2 25 | $2.9B | $1.1B | ||
| Q1 25 | $2.9B | $1.1B | ||
| Q4 24 | $2.9B | $1.1B | ||
| Q3 24 | $3.0B | $1.1B | ||
| Q2 24 | $3.1B | $1.1B |
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 | — | $33.6M |
| 自由现金流经营现金流 - 资本支出 | $13.3M | $19.7M |
| 自由现金流率自由现金流/营收 | 2.6% | 6.6% |
| 资本支出强度资本支出/营收 | 18.5% | 4.7% |
| 现金转化率经营现金流/净利润 | — | 2.30× |
| 过去12个月自由现金流最近4个季度 | $342.2M | $35.1M |
8季度趋势，按日历期对齐
经营现金流ARLPSCVL
| Q1 26 | — | — | ||
| Q4 25 | $143.9M | $33.6M | ||
| Q3 25 | $209.9M | $13.3M | ||
| Q2 25 | $151.7M | $-9.6M | ||
| Q1 25 | $145.7M | $44.5M | ||
| Q4 24 | $168.4M | $17.3M | ||
| Q3 24 | $209.3M | $23.7M | ||
| Q2 24 | $215.8M | $17.1M |
自由现金流ARLPSCVL
| Q1 26 | $13.3M | — | ||
| Q4 25 | $99.1M | $19.7M | ||
| Q3 25 | $145.2M | $2.2M | ||
| Q2 25 | $84.7M | $-23.0M | ||
| Q1 25 | $58.9M | $36.2M | ||
| Q4 24 | $75.3M | $8.3M | ||
| Q3 24 | $99.0M | $18.2M | ||
| Q2 24 | $114.3M | $6.9M |
自由现金流率ARLPSCVL
| Q1 26 | 2.6% | — | ||
| Q4 25 | 18.5% | 6.6% | ||
| Q3 25 | 25.4% | 0.7% | ||
| Q2 25 | 15.5% | -8.3% | ||
| Q1 25 | 10.9% | 13.8% | ||
| Q4 24 | 12.8% | 2.7% | ||
| Q3 24 | 16.1% | 5.5% | ||
| Q2 24 | 19.3% | 2.3% |
资本支出强度ARLPSCVL
| Q1 26 | 18.5% | — | ||
| Q4 25 | 8.4% | 4.7% | ||
| Q3 25 | 11.3% | 3.6% | ||
| Q2 25 | 12.2% | 4.8% | ||
| Q1 25 | 16.1% | 3.2% | ||
| Q4 24 | 15.8% | 3.0% | ||
| Q3 24 | 18.0% | 1.7% | ||
| Q2 24 | 17.1% | 3.4% |
现金转化率ARLPSCVL
| Q1 26 | — | — | ||
| Q4 25 | 1.74× | 2.30× | ||
| Q3 25 | 2.21× | 0.69× | ||
| Q2 25 | 2.55× | -1.03× | ||
| Q1 25 | 1.97× | 3.04× | ||
| Q4 24 | 10.31× | 0.90× | ||
| Q3 24 | 2.43× | 1.05× | ||
| Q2 24 | 2.15× | 0.99× |
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% |
SCVL
暂无分部数据
