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CNX Resources Corp（CNX）与Hims & Hers Health, Inc.（HIMS）财务数据对比。点击上方公司名可切换其他公司
Hims & Hers Health, Inc.的季度营收约是CNX Resources Corp的1.0倍（$617.8M vs $610.5M），CNX Resources Corp净利率更高（32.1% vs 3.3%，领先28.8%），CNX Resources Corp同比增速更快（347.0% vs 28.4%），CNX Resources Corp自由现金流更多（$122.6M vs $-2.5M），过去两年Hims & Hers Health, Inc.的营收复合增速更高（49.0% vs 32.0%）
CNX资源公司是总部位于美国匹兹堡的天然气企业，业务布局覆盖阿巴拉契亚盆地，核心产区位于宾夕法尼亚州、俄亥俄州、西弗吉尼亚州的马塞勒斯和尤蒂卡页岩区，同时在弗吉尼亚州开发煤层气资产、运营甲烷捕获减排项目，拥有完善的中游业务体系，是美国规模最大的天然气生产商之一。
Hims & Hers Health, Inc.是2017年成立的美国远程医疗企业，面向消费者提供处方药品、非处方药物以及各类个人护理产品，依托线上服务模式为用户打造便捷的健康消费渠道，覆盖日常医疗、个护等多场景需求。
CNX vs HIMS — 直观对比
营收规模更大
HIMS
是对方的1.0倍
$610.5M
营收增速更快
CNX
高出318.6%
28.4%
净利率更高
CNX
高出28.8%
3.3%
自由现金流更多
CNX
多$125.1M
$-2.5M
两年增速更快
HIMS
近两年复合增速
32.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $610.5M | $617.8M |
| 净利润 | $196.3M | $20.6M |
| 毛利率 | — | 71.9% |
| 营业利润率 | — | 1.5% |
| 净利率 | 32.1% | 3.3% |
| 营收同比 | 347.0% | 28.4% |
| 净利润同比 | 235.7% | -20.8% |
| 每股收益（稀释后） | $1.58 | $0.08 |
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CNXHIMS
| Q4 25 | $610.5M | $617.8M | ||
| Q3 25 | $583.8M | $599.0M | ||
| Q2 25 | $962.4M | $544.8M | ||
| Q1 25 | — | $586.0M | ||
| Q4 24 | — | $481.1M | ||
| Q3 24 | $424.2M | $401.6M | ||
| Q2 24 | $321.4M | $315.6M | ||
| Q1 24 | $384.6M | $278.2M |
净利润CNXHIMS
| Q4 25 | $196.3M | $20.6M | ||
| Q3 25 | $202.1M | $15.8M | ||
| Q2 25 | $432.5M | $42.5M | ||
| Q1 25 | — | $49.5M | ||
| Q4 24 | — | $26.0M | ||
| Q3 24 | $65.5M | $75.6M | ||
| Q2 24 | $-18.3M | $13.3M | ||
| Q1 24 | $6.9M | $11.1M |
毛利率CNXHIMS
| Q4 25 | — | 71.9% | ||
| Q3 25 | — | 73.8% | ||
| Q2 25 | — | 76.4% | ||
| Q1 25 | — | 73.5% | ||
| Q4 24 | — | 76.8% | ||
| Q3 24 | — | 79.2% | ||
| Q2 24 | — | 81.3% | ||
| Q1 24 | — | 82.4% |
营业利润率CNXHIMS
| Q4 25 | — | 1.5% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | 4.9% | ||
| Q1 25 | — | 9.9% | ||
| Q4 24 | — | 3.9% | ||
| Q3 24 | — | 5.6% | ||
| Q2 24 | — | 3.5% | ||
| Q1 24 | — | 3.6% |
净利率CNXHIMS
| Q4 25 | 32.1% | 3.3% | ||
| Q3 25 | 34.6% | 2.6% | ||
| Q2 25 | 44.9% | 7.8% | ||
| Q1 25 | — | 8.4% | ||
| Q4 24 | — | 5.4% | ||
| Q3 24 | 15.4% | 18.8% | ||
| Q2 24 | -5.7% | 4.2% | ||
| Q1 24 | 1.8% | 4.0% |
每股收益（稀释后）CNXHIMS
| Q4 25 | $1.58 | $0.08 | ||
| Q3 25 | $1.21 | $0.06 | ||
| Q2 25 | $2.53 | $0.17 | ||
| Q1 25 | — | $0.20 | ||
| Q4 24 | — | $0.10 | ||
| Q3 24 | $0.37 | $0.32 | ||
| Q2 24 | $-0.12 | $0.06 | ||
| Q1 24 | $0.04 | $0.05 |
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 | $779.0K | $228.6M |
| 总债务越低越好 | $2.4B | — |
| 股东权益账面价值 | $4.3B | $540.9M |
| 总资产 | $9.1B | $2.2B |
| 负债/权益比越低杠杆越低 | 0.56× | — |
8季度趋势，按日历期对齐
现金及短期投资CNXHIMS
| Q4 25 | $779.0K | $228.6M | ||
| Q3 25 | $4.7M | $345.8M | ||
| Q2 25 | $3.4M | $1.1B | ||
| Q1 25 | — | $273.7M | ||
| Q4 24 | — | $220.6M | ||
| Q3 24 | $1.3M | $165.5M | ||
| Q2 24 | $3.9M | $129.3M | ||
| Q1 24 | $2.0M | $105.2M |
总债务CNXHIMS
| Q4 25 | $2.4B | — | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.3B | — | ||
| Q1 24 | $2.3B | — |
股东权益CNXHIMS
| Q4 25 | $4.3B | $540.9M | ||
| Q3 25 | $4.1B | $581.0M | ||
| Q2 25 | $4.1B | $562.7M | ||
| Q1 25 | — | $549.3M | ||
| Q4 24 | — | $476.7M | ||
| Q3 24 | $4.3B | $440.1M | ||
| Q2 24 | $4.3B | $362.0M | ||
| Q1 24 | $4.3B | $344.5M |
总资产CNXHIMS
| Q4 25 | $9.1B | $2.2B | ||
| Q3 25 | $8.9B | $2.2B | ||
| Q2 25 | $9.0B | $1.9B | ||
| Q1 25 | — | $891.7M | ||
| Q4 24 | — | $707.5M | ||
| Q3 24 | $8.5B | $602.3M | ||
| Q2 24 | $8.6B | $480.5M | ||
| Q1 24 | $8.7B | $448.1M |
负债/权益比CNXHIMS
| Q4 25 | 0.56× | — | ||
| Q3 25 | 0.63× | — | ||
| Q2 25 | 0.64× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.54× | — | ||
| Q2 24 | 0.54× | — | ||
| Q1 24 | 0.53× | — |
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 | $297.0M | $61.3M |
| 自由现金流经营现金流 - 资本支出 | $122.6M | $-2.5M |
| 自由现金流率自由现金流/营收 | 20.1% | -0.4% |
| 资本支出强度资本支出/营收 | 28.6% | 10.3% |
| 现金转化率经营现金流/净利润 | 1.51× | 2.98× |
| 过去12个月自由现金流最近4个季度 | $505.2M | $57.4M |
8季度趋势，按日历期对齐
经营现金流CNXHIMS
| Q4 25 | $297.0M | $61.3M | ||
| Q3 25 | $233.8M | $148.7M | ||
| Q2 25 | $282.5M | $-19.1M | ||
| Q1 25 | — | $109.1M | ||
| Q4 24 | — | $86.4M | ||
| Q3 24 | $170.2M | $85.3M | ||
| Q2 24 | $191.8M | $53.6M | ||
| Q1 24 | $185.1M | $25.8M |
自由现金流CNXHIMS
| Q4 25 | $122.6M | $-2.5M | ||
| Q3 25 | $158.2M | $79.3M | ||
| Q2 25 | $168.9M | $-69.5M | ||
| Q1 25 | — | $50.1M | ||
| Q4 24 | — | $59.5M | ||
| Q3 24 | $55.4M | $79.4M | ||
| Q2 24 | $39.8M | $47.6M | ||
| Q1 24 | $16.9M | $11.8M |
自由现金流率CNXHIMS
| Q4 25 | 20.1% | -0.4% | ||
| Q3 25 | 27.1% | 13.2% | ||
| Q2 25 | 17.6% | -12.8% | ||
| Q1 25 | — | 8.5% | ||
| Q4 24 | — | 12.4% | ||
| Q3 24 | 13.1% | 19.8% | ||
| Q2 24 | 12.4% | 15.1% | ||
| Q1 24 | 4.4% | 4.3% |
资本支出强度CNXHIMS
| Q4 25 | 28.6% | 10.3% | ||
| Q3 25 | 12.9% | 11.6% | ||
| Q2 25 | 11.8% | 9.3% | ||
| Q1 25 | — | 10.1% | ||
| Q4 24 | — | 5.6% | ||
| Q3 24 | 27.0% | 1.5% | ||
| Q2 24 | 47.3% | 1.9% | ||
| Q1 24 | 43.7% | 5.0% |
现金转化率CNXHIMS
| Q4 25 | 1.51× | 2.98× | ||
| Q3 25 | 1.16× | 9.43× | ||
| Q2 25 | 0.65× | -0.45× | ||
| Q1 25 | — | 2.20× | ||
| Q4 24 | — | 3.32× | ||
| Q3 24 | 2.60× | 1.13× | ||
| Q2 24 | — | 4.03× | ||
| Q1 24 | 27.01× | 2.32× |
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
CNX
| Natural Gas Reserves | $436.6M | 72% |
| Other | $66.8M | 11% |
| NG Ls | $38.1M | 6% |
| Coalbed Methane | $35.2M | 6% |
| Shale | $17.5M | 3% |
| Oil And Gas Purchased | $14.4M | 2% |
| Oil And Condensate | $1.9M | 0% |
HIMS
暂无分部数据
