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CASEYS GENERAL STORES INC（CASY）与MPLX LP（MPLX）财务数据对比。点击上方公司名可切换其他公司
CASEYS GENERAL STORES INC的季度营收约是MPLX LP的1.8倍（$4.5B vs $2.5B），MPLX LP净利率更高（49.1% vs 4.6%，领先44.5%），CASEYS GENERAL STORES INC同比增速更快（14.2% vs 1.4%），MPLX LP自由现金流更多（$782.0M vs $176.0M），过去两年CASEYS GENERAL STORES INC的营收复合增速更高（16.3% vs 6.2%）
凯西零售是美国中西部及南部的连锁便利店企业，总部位于爱荷华州得梅因市郊的安克尼。截至2023年10月1日，品牌在16个州共开设2500家门店，是美国第三大、全美资最大的便利店连锁品牌，也是爱荷华州仅有的两家财富500强企业之一，旗下披萨等食品广受消费者欢迎。
MPLX LP旗下子公司MarkWest Energy Partners是美国业主有限合伙企业，主营天然气收集、加工及运输业务。该公司1988年成立于科罗拉多州丹佛市，曾发展为科罗拉多州第13大企业，2015年被马拉松石油旗下的MPLX收购。
CASY vs MPLX — 直观对比
营收规模更大
CASY
是对方的1.8倍
$2.5B
营收增速更快
CASY
高出12.8%
1.4%
净利率更高
MPLX
高出44.5%
4.6%
自由现金流更多
MPLX
多$606.0M
$176.0M
两年增速更快
CASY
近两年复合增速
6.2%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $4.5B | $2.5B |
| 净利润 | $206.3M | $1.2B |
| 毛利率 | — | — |
| 营业利润率 | 6.1% | 60.5% |
| 净利率 | 4.6% | 49.1% |
| 营收同比 | 14.2% | 1.4% |
| 净利润同比 | 14.0% | 8.5% |
| 每股收益（稀释后） | $5.53 | — |
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CASYMPLX
| Q4 25 | $4.5B | $2.5B | ||
| Q3 25 | $4.6B | $2.5B | ||
| Q2 25 | $4.0B | $2.4B | ||
| Q1 25 | $3.9B | $2.5B | ||
| Q4 24 | $3.9B | $2.4B | ||
| Q3 24 | $4.1B | $2.3B | ||
| Q2 24 | $3.6B | $2.3B | ||
| Q1 24 | $3.3B | $2.2B |
净利润CASYMPLX
| Q4 25 | $206.3M | $1.2B | ||
| Q3 25 | $215.4M | $1.6B | ||
| Q2 25 | $98.3M | $1.1B | ||
| Q1 25 | $87.1M | $1.1B | ||
| Q4 24 | $180.9M | $1.1B | ||
| Q3 24 | $180.2M | $1.0B | ||
| Q2 24 | $87.0M | $1.2B | ||
| Q1 24 | $86.9M | $1.0B |
营业利润率CASYMPLX
| Q4 25 | 6.1% | 60.5% | ||
| Q3 25 | 6.1% | 73.2% | ||
| Q2 25 | — | 54.9% | ||
| Q1 25 | 2.8% | 55.5% | ||
| Q4 24 | 6.1% | 55.6% | ||
| Q3 24 | 5.8% | 54.4% | ||
| Q2 24 | — | 62.9% | ||
| Q1 24 | 3.4% | 57.6% |
净利率CASYMPLX
| Q4 25 | 4.6% | 49.1% | ||
| Q3 25 | 4.7% | 63.2% | ||
| Q2 25 | 2.5% | 44.9% | ||
| Q1 25 | 2.2% | 46.2% | ||
| Q4 24 | 4.6% | 45.9% | ||
| Q3 24 | 4.4% | 44.6% | ||
| Q2 24 | 2.4% | 52.6% | ||
| Q1 24 | 2.6% | 46.7% |
每股收益（稀释后）CASYMPLX
| Q4 25 | $5.53 | — | ||
| Q3 25 | $5.77 | — | ||
| Q2 25 | $2.63 | — | ||
| Q1 25 | $2.33 | — | ||
| Q4 24 | $4.85 | — | ||
| Q3 24 | $4.83 | — | ||
| Q2 24 | $2.34 | — | ||
| Q1 24 | $2.33 | — |
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 | $492.0M | $2.1B |
| 总债务越低越好 | — | $24.2B |
| 股东权益账面价值 | $3.8B | — |
| 总资产 | $8.6B | $43.0B |
| 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CASYMPLX
| Q4 25 | $492.0M | $2.1B | ||
| Q3 25 | $458.1M | $1.8B | ||
| Q2 25 | $326.7M | $1.4B | ||
| Q1 25 | $394.8M | $2.5B | ||
| Q4 24 | $351.7M | $1.5B | ||
| Q3 24 | $305.0M | $2.4B | ||
| Q2 24 | $206.5M | $2.5B | ||
| Q1 24 | $177.9M | $385.0M |
总债务CASYMPLX
| Q4 25 | — | $24.2B | ||
| Q3 25 | — | $24.1B | ||
| Q2 25 | $2.4B | $19.7B | ||
| Q1 25 | — | $19.7B | ||
| Q4 24 | — | $19.3B | ||
| Q3 24 | — | $19.3B | ||
| Q2 24 | $1.6B | $19.2B | ||
| Q1 24 | — | $18.8B |
股东权益CASYMPLX
| Q4 25 | $3.8B | — | ||
| Q3 25 | $3.6B | — | ||
| Q2 25 | $3.5B | — | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.3B | — | ||
| Q3 24 | $3.2B | — | ||
| Q2 24 | $3.0B | — | ||
| Q1 24 | $2.9B | — |
总资产CASYMPLX
| Q4 25 | $8.6B | $43.0B | ||
| Q3 25 | $8.4B | $43.2B | ||
| Q2 25 | $8.2B | $37.8B | ||
| Q1 25 | $8.2B | $39.0B | ||
| Q4 24 | $7.7B | $37.5B | ||
| Q3 24 | $6.5B | $38.5B | ||
| Q2 24 | $6.3B | $38.4B | ||
| Q1 24 | $6.2B | $36.5B |
负债/权益比CASYMPLX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.69× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.52× | — | ||
| Q1 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 | $347.1M | $1.5B |
| 自由现金流经营现金流 - 资本支出 | $176.0M | $782.0M |
| 自由现金流率自由现金流/营收 | 3.9% | 31.9% |
| 资本支出强度资本支出/营收 | 3.8% | 29.1% |
| 现金转化率经营现金流/净利润 | 1.68× | 1.24× |
| 过去12个月自由现金流最近4个季度 | $682.2M | $4.1B |
8季度趋势，按日历期对齐
经营现金流CASYMPLX
| Q4 25 | $347.1M | $1.5B | ||
| Q3 25 | $372.4M | $1.4B | ||
| Q2 25 | $333.9M | $1.7B | ||
| Q1 25 | $204.9M | $1.2B | ||
| Q4 24 | $270.7M | $1.7B | ||
| Q3 24 | $281.4M | $1.4B | ||
| Q2 24 | $288.4M | $1.6B | ||
| Q1 24 | $122.8M | $1.3B |
自由现金流CASYMPLX
| Q4 25 | $176.0M | $782.0M | ||
| Q3 25 | $262.4M | $905.0M | ||
| Q2 25 | $153.1M | $1.4B | ||
| Q1 25 | $90.7M | $979.0M | ||
| Q4 24 | $160.0M | $1.4B | ||
| Q3 24 | $180.8M | $1.1B | ||
| Q2 24 | $92.1M | $1.4B | ||
| Q1 24 | $-27.0M | $1.0B |
自由现金流率CASYMPLX
| Q4 25 | 3.9% | 31.9% | ||
| Q3 25 | 5.7% | 36.8% | ||
| Q2 25 | 3.8% | 60.9% | ||
| Q1 25 | 2.3% | 39.8% | ||
| Q4 24 | 4.1% | 56.6% | ||
| Q3 24 | 4.4% | 48.4% | ||
| Q2 24 | 2.6% | 60.0% | ||
| Q1 24 | -0.8% | 47.7% |
资本支出强度CASYMPLX
| Q4 25 | 3.8% | 29.1% | ||
| Q3 25 | 2.4% | 21.4% | ||
| Q2 25 | 4.5% | 12.8% | ||
| Q1 25 | 2.9% | 10.9% | ||
| Q4 24 | 2.8% | 12.7% | ||
| Q3 24 | 2.5% | 11.9% | ||
| Q2 24 | 5.5% | 9.4% | ||
| Q1 24 | 4.5% | 11.7% |
现金转化率CASYMPLX
| Q4 25 | 1.68× | 1.24× | ||
| Q3 25 | 1.73× | 0.92× | ||
| Q2 25 | 3.40× | 1.64× | ||
| Q1 25 | 2.35× | 1.10× | ||
| Q4 24 | 1.50× | 1.51× | ||
| Q3 24 | 1.56× | 1.35× | ||
| Q2 24 | 3.31× | 1.32× | ||
| Q1 24 | 1.41× | 1.27× |
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
CASY
暂无分部数据
MPLX
| Services | $746.0M | 30% |
| Other | $675.0M | 28% |
| Products | $492.0M | 20% |
| Nonrelated Party | $186.0M | 8% |
| Related Party | $151.0M | 6% |
| Crude Oil And Products Logistics | $104.0M | 4% |
| Service Other | $56.0M | 2% |
| Natural Gas And NGL Services | $41.0M | 2% |
