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AdvanSix Inc.（ASIX）与NORTHERN OIL & GAS, INC.（NOG）财务数据对比。点击上方公司名可切换其他公司
NORTHERN OIL & GAS, INC.的季度营收约是AdvanSix Inc.的1.7倍（$610.2M vs $359.9M），AdvanSix Inc.净利率更高（-0.8% vs -11.6%，领先10.8%），AdvanSix Inc.同比增速更快（9.4% vs -72.6%），NORTHERN OIL & GAS, INC.自由现金流更多（$43.2M vs $36.1M），过去两年NORTHERN OIL & GAS, INC.的营收复合增速更高（4.3% vs 3.4%）
AdvanSix Inc.是一家美国化工企业，主营尼龙6以及己内酰胺、硫酸铵肥料等相关化工产品。该公司原为霍尼韦尔旗下树脂与化工事业部，于2016年分拆独立，2019年预估营收达14亿美元，其企业历史可追溯至1884年在宾夕法尼亚州法兰克福成立的H. W. Jayne公司。
Marathon Oil Corporation是一家美国油气勘探开发企业，核心业务涵盖油气资源的勘探、开采与运营，2024年11月被康菲石油收购，相关业务与资产已并入康菲石油体系。
ASIX vs NOG — 直观对比
营收规模更大
NOG
是对方的1.7倍
$359.9M
营收增速更快
ASIX
高出82.0%
-72.6%
净利率更高
ASIX
高出10.8%
-11.6%
自由现金流更多
NOG
多$7.1M
$36.1M
两年增速更快
NOG
近两年复合增速
3.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $359.9M | $610.2M |
| 净利润 | $-2.8M | $-70.7M |
| 毛利率 | 7.6% | — |
| 营业利润率 | -0.7% | — |
| 净利率 | -0.8% | -11.6% |
| 营收同比 | 9.4% | -72.6% |
| 净利润同比 | -892.9% | -198.7% |
| 每股收益（稀释后） | $-0.11 | $-0.73 |
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ASIXNOG
| Q1 26 | — | $610.2M | ||
| Q4 25 | $359.9M | $610.2M | ||
| Q3 25 | $374.5M | $556.6M | ||
| Q2 25 | $410.0M | $706.8M | ||
| Q1 25 | $377.8M | $602.1M | ||
| Q4 24 | $329.1M | $515.0M | ||
| Q3 24 | $398.2M | $753.6M | ||
| Q2 24 | $453.5M | $560.8M |
净利润ASIXNOG
| Q1 26 | — | $-70.7M | ||
| Q4 25 | $-2.8M | $-70.7M | ||
| Q3 25 | $-2.6M | $-129.1M | ||
| Q2 25 | $31.4M | $99.6M | ||
| Q1 25 | $23.3M | $139.0M | ||
| Q4 24 | $352.0K | $71.7M | ||
| Q3 24 | $22.3M | $298.4M | ||
| Q2 24 | $38.9M | $138.6M |
毛利率ASIXNOG
| Q1 26 | — | — | ||
| Q4 25 | 7.6% | 80.4% | ||
| Q3 25 | 6.8% | 78.7% | ||
| Q2 25 | 14.3% | 82.8% | ||
| Q1 25 | 14.2% | 81.1% | ||
| Q4 24 | 3.4% | 77.4% | ||
| Q3 24 | 14.4% | 85.8% | ||
| Q2 24 | 17.9% | 82.0% |
营业利润率ASIXNOG
| Q1 26 | — | — | ||
| Q4 25 | -0.7% | -5.5% | ||
| Q3 25 | -0.9% | -22.6% | ||
| Q2 25 | 7.7% | 24.9% | ||
| Q1 25 | 7.7% | 38.1% | ||
| Q4 24 | -3.9% | 25.8% | ||
| Q3 24 | 7.5% | 57.6% | ||
| Q2 24 | 11.5% | 39.0% |
净利率ASIXNOG
| Q1 26 | — | -11.6% | ||
| Q4 25 | -0.8% | -11.6% | ||
| Q3 25 | -0.7% | -23.2% | ||
| Q2 25 | 7.7% | 14.1% | ||
| Q1 25 | 6.2% | 23.1% | ||
| Q4 24 | 0.1% | 13.9% | ||
| Q3 24 | 5.6% | 39.6% | ||
| Q2 24 | 8.6% | 24.7% |
每股收益（稀释后）ASIXNOG
| Q1 26 | — | $-0.73 | ||
| Q4 25 | $-0.11 | $-0.67 | ||
| Q3 25 | $-0.10 | $-1.33 | ||
| Q2 25 | $1.15 | $1.00 | ||
| Q1 25 | $0.86 | $1.39 | ||
| Q4 24 | $0.02 | $0.71 | ||
| Q3 24 | $0.82 | $2.96 | ||
| Q2 24 | $1.43 | $1.36 |
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 | $19.8M | $14.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $815.2M | $2.1B |
| 总资产 | $1.7B | $5.4B |
| 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ASIXNOG
| Q1 26 | — | $14.3M | ||
| Q4 25 | $19.8M | $14.3M | ||
| Q3 25 | $23.7M | $31.6M | ||
| Q2 25 | $18.4M | $25.9M | ||
| Q1 25 | $8.3M | $33.6M | ||
| Q4 24 | $19.6M | $8.9M | ||
| Q3 24 | $17.3M | $34.4M | ||
| Q2 24 | $12.1M | $7.8M |
总债务ASIXNOG
| Q1 26 | — | — | ||
| Q4 25 | — | $2.4B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $1.9B |
股东权益ASIXNOG
| Q1 26 | — | $2.1B | ||
| Q4 25 | $815.2M | $2.1B | ||
| Q3 25 | $818.2M | $2.2B | ||
| Q2 25 | $823.7M | $2.4B | ||
| Q1 25 | $794.4M | $2.4B | ||
| Q4 24 | $774.6M | $2.3B | ||
| Q3 24 | $766.4M | $2.3B | ||
| Q2 24 | $746.6M | $2.1B |
总资产ASIXNOG
| Q1 26 | — | $5.4B | ||
| Q4 25 | $1.7B | $5.4B | ||
| Q3 25 | $1.7B | $5.5B | ||
| Q2 25 | $1.6B | $5.7B | ||
| Q1 25 | $1.6B | $5.7B | ||
| Q4 24 | $1.6B | $5.6B | ||
| Q3 24 | $1.5B | $5.1B | ||
| Q2 24 | $1.5B | $4.7B |
负债/权益比ASIXNOG
| Q1 26 | — | — | ||
| Q4 25 | — | 1.13× | ||
| Q3 25 | — | 1.05× | ||
| Q2 25 | — | 0.98× | ||
| Q1 25 | — | 0.96× | ||
| Q4 24 | — | 1.02× | ||
| Q3 24 | — | 0.84× | ||
| Q2 24 | — | 0.91× |
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 | $63.7M | $312.6M |
| 自由现金流经营现金流 - 资本支出 | $36.1M | $43.2M |
| 自由现金流率自由现金流/营收 | 10.0% | 7.1% |
| 资本支出强度资本支出/营收 | 7.7% | 31.5% |
| 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 | $6.4M | — |
8季度趋势，按日历期对齐
经营现金流ASIXNOG
| Q1 26 | — | $312.6M | ||
| Q4 25 | $63.7M | $312.6M | ||
| Q3 25 | $26.6M | $423.1M | ||
| Q2 25 | $21.1M | $362.1M | ||
| Q1 25 | $11.4M | $407.4M | ||
| Q4 24 | $64.2M | $290.3M | ||
| Q3 24 | $57.3M | $385.8M | ||
| Q2 24 | $50.2M | $340.5M |
自由现金流ASIXNOG
| Q1 26 | — | $43.2M | ||
| Q4 25 | $36.1M | — | ||
| Q3 25 | $66.0K | — | ||
| Q2 25 | $-7.2M | — | ||
| Q1 25 | $-22.6M | — | ||
| Q4 24 | $29.8M | — | ||
| Q3 24 | $26.8M | — | ||
| Q2 24 | $16.7M | — |
自由现金流率ASIXNOG
| Q1 26 | — | 7.1% | ||
| Q4 25 | 10.0% | — | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | -1.7% | — | ||
| Q1 25 | -6.0% | — | ||
| Q4 24 | 9.1% | — | ||
| Q3 24 | 6.7% | — | ||
| Q2 24 | 3.7% | — |
资本支出强度ASIXNOG
| Q1 26 | — | 31.5% | ||
| Q4 25 | 7.7% | — | ||
| Q3 25 | 7.1% | — | ||
| Q2 25 | 6.9% | — | ||
| Q1 25 | 9.0% | — | ||
| Q4 24 | 10.4% | — | ||
| Q3 24 | 7.7% | — | ||
| Q2 24 | 7.4% | — |
现金转化率ASIXNOG
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.67× | 3.64× | ||
| Q1 25 | 0.49× | 2.93× | ||
| Q4 24 | 182.29× | 4.05× | ||
| Q3 24 | 2.57× | 1.29× | ||
| Q2 24 | 1.29× | 2.46× |
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
ASIX
| Plant Nutrients | $140.0M | 39% |
| Chemical Intermediates | $92.8M | 26% |
| Caprolactam | $64.4M | 18% |
| Nylon Resins | $62.8M | 17% |
NOG
| Oil and Gas Sales | $447.7M | 73% |
| Gain on Commodity Derivatives, Net | $159.3M | 26% |
| Other Revenue | $3.1M | 1% |
