vs
Bank First Corp（BFC）与MP Materials Corp.（MP）财务数据对比。点击上方公司名可切换其他公司
MP Materials Corp.的季度营收约是Bank First Corp的2.0倍（$90.6M vs $44.9M），Bank First Corp净利率更高（45.8% vs -8.8%，领先54.6%），MP Materials Corp.同比增速更快（49.1% vs 12.1%），过去两年MP Materials Corp.的营收复合增速更高（70.3% vs 9.1%）
First Horizon Corporation（前身为田纳西第一银行）是一家成立于1864年、总部位于美国田纳西州孟菲斯的金融服务企业。通过旗下子公司First Horizon银行，其业务覆盖美国东南部12个州，是该区域第四大区域性银行。
MP Materials Corp.是总部位于美国的稀土材料生产商，拥有并运营加利福尼亚州芒廷帕斯矿，这是西半球唯一在产的稀土开采及加工设施，所产核心材料可广泛应用于电动汽车、风力发电机、国防工业等多个关键领域。
BFC vs MP — 直观对比
营收规模更大
MP
是对方的2.0倍
$44.9M
营收增速更快
MP
高出37.0%
12.1%
净利率更高
BFC
高出54.6%
-8.8%
两年增速更快
MP
近两年复合增速
9.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $44.9M | $90.6M |
| 净利润 | $18.4M | $-8.0M |
| 毛利率 | — | — |
| 营业利润率 | 51.0% | — |
| 净利率 | 45.8% | -8.8% |
| 营收同比 | 12.1% | 49.1% |
| 净利润同比 | 4.8% | 64.8% |
| 每股收益（稀释后） | $1.87 | $-0.04 |
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BFCMP
| Q1 26 | — | $90.6M | ||
| Q4 25 | $44.9M | $52.7M | ||
| Q3 25 | $44.2M | $53.6M | ||
| Q2 25 | $41.6M | $57.4M | ||
| Q1 25 | $43.1M | $60.8M | ||
| Q4 24 | $40.1M | $61.0M | ||
| Q3 24 | $40.8M | $62.9M | ||
| Q2 24 | $38.9M | $31.3M |
净利润BFCMP
| Q1 26 | — | $-8.0M | ||
| Q4 25 | $18.4M | $9.4M | ||
| Q3 25 | $18.0M | $-41.8M | ||
| Q2 25 | $16.9M | $-30.9M | ||
| Q1 25 | $18.2M | $-22.6M | ||
| Q4 24 | $17.5M | $-22.3M | ||
| Q3 24 | $16.6M | $-25.5M | ||
| Q2 24 | $16.1M | $-34.1M |
营业利润率BFCMP
| Q1 26 | — | — | ||
| Q4 25 | 51.0% | -7.0% | ||
| Q3 25 | 50.8% | -125.2% | ||
| Q2 25 | 49.7% | -76.5% | ||
| Q1 25 | 51.3% | -57.2% | ||
| Q4 24 | 54.4% | -72.1% | ||
| Q3 24 | 50.7% | -62.8% | ||
| Q2 24 | 51.0% | -171.1% |
净利率BFCMP
| Q1 26 | — | -8.8% | ||
| Q4 25 | 45.8% | 17.9% | ||
| Q3 25 | 40.7% | -78.0% | ||
| Q2 25 | 40.5% | -53.8% | ||
| Q1 25 | 42.3% | -37.2% | ||
| Q4 24 | 49.3% | -36.6% | ||
| Q3 24 | 40.6% | -40.5% | ||
| Q2 24 | 41.3% | -108.9% |
每股收益（稀释后）BFCMP
| Q1 26 | — | $-0.04 | ||
| Q4 25 | $1.87 | $0.07 | ||
| Q3 25 | $1.83 | $-0.24 | ||
| Q2 25 | $1.71 | $-0.19 | ||
| Q1 25 | $1.82 | $-0.14 | ||
| Q4 24 | $1.75 | $-0.12 | ||
| Q3 24 | $1.65 | $-0.16 | ||
| Q2 24 | $1.59 | $-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 | $243.2M | $1.7B |
| 总债务越低越好 | — | $1.0B |
| 股东权益账面价值 | $643.8M | $2.0B |
| 总资产 | $4.5B | $3.8B |
| 负债/权益比越低杠杆越低 | — | 0.51× |
8季度趋势，按日历期对齐
现金及短期投资BFCMP
| Q1 26 | — | $1.7B | ||
| Q4 25 | $243.2M | $1.2B | ||
| Q3 25 | $126.2M | $1.1B | ||
| Q2 25 | $120.3M | $261.5M | ||
| Q1 25 | $300.9M | $198.3M | ||
| Q4 24 | $261.3M | $282.4M | ||
| Q3 24 | $204.4M | $284.4M | ||
| Q2 24 | $99.0M | $295.6M |
总债务BFCMP
| Q1 26 | — | $1.0B | ||
| Q4 25 | — | $998.7M | ||
| Q3 25 | — | $997.3M | ||
| Q2 25 | — | $910.8M | ||
| Q1 25 | — | $909.8M | ||
| Q4 24 | — | $908.7M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益BFCMP
| Q1 26 | — | $2.0B | ||
| Q4 25 | $643.8M | $2.0B | ||
| Q3 25 | $628.1M | $2.0B | ||
| Q2 25 | $612.3M | $1.0B | ||
| Q1 25 | $648.4M | $1.0B | ||
| Q4 24 | $639.7M | $1.1B | ||
| Q3 24 | $628.9M | $1.1B | ||
| Q2 24 | $614.6M | $1.1B |
总资产BFCMP
| Q1 26 | — | $3.8B | ||
| Q4 25 | $4.5B | $3.9B | ||
| Q3 25 | $4.4B | $3.8B | ||
| Q2 25 | $4.4B | $2.3B | ||
| Q1 25 | $4.5B | $2.4B | ||
| Q4 24 | $4.5B | $2.3B | ||
| Q3 24 | $4.3B | $2.3B | ||
| Q2 24 | $4.1B | $2.4B |
负债/权益比BFCMP
| Q1 26 | — | 0.51× | ||
| Q4 25 | — | 0.50× | ||
| Q3 25 | — | 0.51× | ||
| Q2 25 | — | 0.90× | ||
| Q1 25 | — | 0.88× | ||
| Q4 24 | — | 0.86× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $62.5M | $-1.9M |
| 自由现金流经营现金流 - 资本支出 | $51.0M | — |
| 自由现金流率自由现金流/营收 | 113.6% | — |
| 资本支出强度资本支出/营收 | 25.5% | — |
| 现金转化率经营现金流/净利润 | 3.40× | — |
| 过去12个月自由现金流最近4个季度 | $75.8M | — |
8季度趋势，按日历期对齐
经营现金流BFCMP
| Q1 26 | — | $-1.9M | ||
| Q4 25 | $62.5M | $-46.9M | ||
| Q3 25 | $15.5M | $-42.0M | ||
| Q2 25 | $11.9M | $-3.7M | ||
| Q1 25 | $6.2M | $-63.2M | ||
| Q4 24 | $65.8M | $30.5M | ||
| Q3 24 | $18.8M | $-6.8M | ||
| Q2 24 | $14.9M | $30.8M |
自由现金流BFCMP
| Q1 26 | — | — | ||
| Q4 25 | $51.0M | $-109.3M | ||
| Q3 25 | $12.5M | $-92.5M | ||
| Q2 25 | $8.2M | $-32.7M | ||
| Q1 25 | $4.0M | $-93.7M | ||
| Q4 24 | $58.6M | $-11.2M | ||
| Q3 24 | $16.9M | $-53.3M | ||
| Q2 24 | $13.7M | $-15.6M |
自由现金流率BFCMP
| Q1 26 | — | — | ||
| Q4 25 | 113.6% | -207.4% | ||
| Q3 25 | 28.2% | -172.8% | ||
| Q2 25 | 19.8% | -56.9% | ||
| Q1 25 | 9.3% | -154.0% | ||
| Q4 24 | 146.3% | -18.3% | ||
| Q3 24 | 41.5% | -84.7% | ||
| Q2 24 | 35.3% | -50.1% |
资本支出强度BFCMP
| Q1 26 | — | — | ||
| Q4 25 | 25.5% | 118.5% | ||
| Q3 25 | 6.7% | 94.3% | ||
| Q2 25 | 8.7% | 50.5% | ||
| Q1 25 | 5.0% | 50.1% | ||
| Q4 24 | 18.0% | 68.3% | ||
| Q3 24 | 4.5% | 73.8% | ||
| Q2 24 | 3.1% | 148.7% |
现金转化率BFCMP
| Q1 26 | — | — | ||
| Q4 25 | 3.40× | -4.97× | ||
| Q3 25 | 0.86× | — | ||
| Q2 25 | 0.70× | — | ||
| Q1 25 | 0.34× | — | ||
| Q4 24 | 3.75× | — | ||
| Q3 24 | 1.13× | — | ||
| Q2 24 | 0.93× | — |
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
BFC
暂无分部数据
MP
| Materials Segment | $72.2M | 80% |
| Magnetics Segment | $21.1M | 23% |
