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Chord Energy Corp（CHRD）与Sunrun Inc.（RUN）财务数据对比。点击上方公司名可切换其他公司
Chord Energy Corp的季度营收约是Sunrun Inc.的1.0倍（$1.2B vs $1.2B），Sunrun Inc.净利率更高（8.9% vs 7.2%，领先1.7%），Sunrun Inc.同比增速更快（123.5% vs -19.6%），过去两年Sunrun Inc.的营收复合增速更高（59.0% vs 3.8%）
Chord Energy Corp（前身为绿洲石油）是一家从事油气勘探、水力压裂业务的能源企业，核心运营区域位于美国北达科他州与蒙大拿州的威利斯顿盆地，注册地为特拉华州，总部设在得克萨斯州休斯敦，在北达科他州威利斯顿设有办事处。
Sunrun Inc.是美国知名的光伏系统及电池储能产品供应商，业务以服务住宅客户为主，2007年成立，总部位于加利福尼亚州旧金山，致力于为家庭用户提供高效的清洁能源解决方案。
CHRD vs RUN — 直观对比
营收规模更大
CHRD
是对方的1.0倍
$1.2B
营收增速更快
RUN
高出143.1%
-19.6%
净利率更高
RUN
高出1.7%
7.2%
两年增速更快
RUN
近两年复合增速
3.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.2B |
| 净利润 | $84.4M | $103.6M |
| 毛利率 | — | — |
| 营业利润率 | 7.9% | 8.4% |
| 净利率 | 7.2% | 8.9% |
| 营收同比 | -19.6% | 123.5% |
| 净利润同比 | -59.9% | 103.7% |
| 每股收益（稀释后） | $1.59 | $0.38 |
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CHRDRUN
| Q4 25 | $1.2B | $1.2B | ||
| Q3 25 | $1.3B | $724.6M | ||
| Q2 25 | $1.2B | $569.3M | ||
| Q1 25 | $1.2B | $504.3M | ||
| Q4 24 | $1.5B | $518.5M | ||
| Q3 24 | $1.5B | $537.2M | ||
| Q2 24 | $1.3B | $523.9M | ||
| Q1 24 | $1.1B | $458.2M |
净利润CHRDRUN
| Q4 25 | $84.4M | $103.6M | ||
| Q3 25 | $130.1M | $16.6M | ||
| Q2 25 | $-389.9M | $279.8M | ||
| Q1 25 | $219.8M | $50.0M | ||
| Q4 24 | $210.6M | $-2.8B | ||
| Q3 24 | $225.3M | $-83.8M | ||
| Q2 24 | $213.4M | $139.1M | ||
| Q1 24 | $199.4M | $-87.8M |
毛利率CHRDRUN
| Q4 25 | — | — | ||
| Q3 25 | 74.0% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 77.3% | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
营业利润率CHRDRUN
| Q4 25 | 7.9% | 8.4% | ||
| Q3 25 | 13.0% | 0.5% | ||
| Q2 25 | -34.2% | -19.7% | ||
| Q1 25 | 27.8% | -22.8% | ||
| Q4 24 | 18.2% | -628.0% | ||
| Q3 24 | 18.8% | -23.8% | ||
| Q2 24 | 22.9% | -24.4% | ||
| Q1 24 | 25.1% | -40.0% |
净利率CHRDRUN
| Q4 25 | 7.2% | 8.9% | ||
| Q3 25 | 9.9% | 2.3% | ||
| Q2 25 | -33.0% | 49.1% | ||
| Q1 25 | 18.1% | 9.9% | ||
| Q4 24 | 14.5% | -542.7% | ||
| Q3 24 | 15.5% | -15.6% | ||
| Q2 24 | 16.9% | 26.5% | ||
| Q1 24 | 18.4% | -19.2% |
每股收益（稀释后）CHRDRUN
| Q4 25 | $1.59 | $0.38 | ||
| Q3 25 | $2.26 | $0.06 | ||
| Q2 25 | $-6.77 | $1.07 | ||
| Q1 25 | $3.66 | $0.20 | ||
| Q4 24 | $3.53 | $-12.59 | ||
| Q3 24 | $3.59 | $-0.37 | ||
| Q2 24 | $4.25 | $0.55 | ||
| Q1 24 | $4.65 | $-0.40 |
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 | $189.5M | — |
| 总债务越低越好 | $1.5B | $14.7B |
| 股东权益账面价值 | $8.1B | $3.1B |
| 总资产 | $13.1B | $22.6B |
| 负债/权益比越低杠杆越低 | 0.18× | 4.69× |
8季度趋势，按日历期对齐
现金及短期投资CHRDRUN
| Q4 25 | $189.5M | — | ||
| Q3 25 | $629.2M | — | ||
| Q2 25 | $40.5M | — | ||
| Q1 25 | $35.8M | — | ||
| Q4 24 | $37.0M | — | ||
| Q3 24 | $52.0M | — | ||
| Q2 24 | $197.4M | — | ||
| Q1 24 | $296.4M | — |
总债务CHRDRUN
| Q4 25 | $1.5B | $14.7B | ||
| Q3 25 | $1.5B | $14.6B | ||
| Q2 25 | $918.9M | $14.0B | ||
| Q1 25 | $798.8M | $13.6B | ||
| Q4 24 | $842.6M | $12.9B | ||
| Q3 24 | $867.2M | $12.5B | ||
| Q2 24 | $1.0B | $12.0B | ||
| Q1 24 | $396.3M | $11.1B |
股东权益CHRDRUN
| Q4 25 | $8.1B | $3.1B | ||
| Q3 25 | $8.1B | $3.0B | ||
| Q2 25 | $8.1B | $2.9B | ||
| Q1 25 | $8.6B | $2.6B | ||
| Q4 24 | $8.7B | $2.6B | ||
| Q3 24 | $8.8B | $5.3B | ||
| Q2 24 | $8.8B | $5.4B | ||
| Q1 24 | $5.1B | $5.2B |
总资产CHRDRUN
| Q4 25 | $13.1B | $22.6B | ||
| Q3 25 | $13.1B | $22.2B | ||
| Q2 25 | $12.5B | $21.2B | ||
| Q1 25 | $13.1B | $20.4B | ||
| Q4 24 | $13.0B | $19.9B | ||
| Q3 24 | $13.0B | $22.1B | ||
| Q2 24 | $13.1B | $21.4B | ||
| Q1 24 | $7.0B | $20.8B |
负债/权益比CHRDRUN
| Q4 25 | 0.18× | 4.69× | ||
| Q3 25 | 0.18× | 4.90× | ||
| Q2 25 | 0.11× | 4.80× | ||
| Q1 25 | 0.09× | 5.19× | ||
| Q4 24 | 0.10× | 5.05× | ||
| Q3 24 | 0.10× | 2.36× | ||
| Q2 24 | 0.12× | 2.23× | ||
| Q1 24 | 0.08× | 2.15× |
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 | $405.0M | $96.9M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 4.80× | 0.94× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流CHRDRUN
| Q4 25 | $405.0M | $96.9M | ||
| Q3 25 | $559.0M | $-121.5M | ||
| Q2 25 | $419.8M | $-292.7M | ||
| Q1 25 | $656.9M | $-104.2M | ||
| Q4 24 | $566.5M | $-258.4M | ||
| Q3 24 | $663.2M | $-156.2M | ||
| Q2 24 | $460.9M | $-208.5M | ||
| Q1 24 | $406.7M | $-143.1M |
自由现金流CHRDRUN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $-156.4M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
自由现金流率CHRDRUN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -29.1% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
资本支出强度CHRDRUN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.0% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金转化率CHRDRUN
| Q4 25 | 4.80× | 0.94× | ||
| Q3 25 | 4.30× | -7.33× | ||
| Q2 25 | — | -1.05× | ||
| Q1 25 | 2.99× | -2.08× | ||
| Q4 24 | 2.69× | — | ||
| Q3 24 | 2.94× | — | ||
| Q2 24 | 2.16× | -1.50× | ||
| Q1 24 | 2.04× | — |
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
CHRD
| Oil Production | $801.0M | 68% |
| Purchased Oil Sales | $285.8M | 24% |
| Natural Gas And Natural Gas Liquid Services | $75.6M | 6% |
| Purchased Gas Sales | $7.0M | 1% |
RUN
| Products | $692.3M | 60% |
| Customer Agreements | $435.2M | 38% |
| Manufactured Product Other | $56.7M | 5% |
| Incentives | $31.3M | 3% |
