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Delek Logistics Partners, LP（DKL）与REPUBLIC BANCORP INC（RBCAA）财务数据对比。点击上方公司名可切换其他公司
Delek Logistics Partners, LP的季度营收约是REPUBLIC BANCORP INC的1.6倍（$154.7M vs $94.3M），REPUBLIC BANCORP INC净利率更高（24.2% vs 20.9%，领先3.3%），Delek Logistics Partners, LP同比增速更快（518.9% vs 5.3%），过去两年REPUBLIC BANCORP INC的营收复合增速更高（-11.5% vs -23.5%）
Delek Logistics Partners, LP是一家总部位于美国的中游能源物流企业，主要提供原油、成品油及可再生燃料的存储、运输与配送服务，客户覆盖美国墨西哥湾沿岸及东南部地区的下游能源运营商、零售燃油网络和工业客户。
肯塔基州共和银行是美国的一家区域性银行控股企业，提供零售及商业银行全品类服务，涵盖个人存贷款、企业融资、按揭产品及财富管理解决方案，主要服务肯塔基州及周边州的个人消费者和中小企业客户。
DKL vs RBCAA — 直观对比
营收规模更大
DKL
是对方的1.6倍
$94.3M
营收增速更快
DKL
高出513.5%
5.3%
净利率更高
RBCAA
高出3.3%
20.9%
两年增速更快
RBCAA
近两年复合增速
-23.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $154.7M | $94.3M |
| 净利润 | $32.4M | $22.8M |
| 毛利率 | -62.0% | — |
| 营业利润率 | 25.9% | 29.3% |
| 净利率 | 20.9% | 24.2% |
| 营收同比 | 518.9% | 5.3% |
| 净利润同比 | — | 20.0% |
| 每股收益（稀释后） | $0.60 | — |
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DKLRBCAA
| Q1 26 | $154.7M | — | ||
| Q4 25 | $255.8M | $94.3M | ||
| Q3 25 | $261.3M | $93.5M | ||
| Q2 25 | $246.3M | $93.8M | ||
| Q1 25 | $249.9M | $135.8M | ||
| Q4 24 | $209.9M | $89.5M | ||
| Q3 24 | $214.1M | $88.1M | ||
| Q2 24 | $264.6M | $86.9M |
净利润DKLRBCAA
| Q1 26 | $32.4M | — | ||
| Q4 25 | $47.3M | $22.8M | ||
| Q3 25 | $45.6M | $29.7M | ||
| Q2 25 | $44.6M | $31.5M | ||
| Q1 25 | $39.0M | $47.3M | ||
| Q4 24 | $35.3M | $19.0M | ||
| Q3 24 | $33.7M | $26.5M | ||
| Q2 24 | $41.1M | $25.2M |
毛利率DKLRBCAA
| Q1 26 | -62.0% | — | ||
| Q4 25 | 17.2% | — | ||
| Q3 25 | 20.6% | — | ||
| Q2 25 | 25.8% | — | ||
| Q1 25 | 21.5% | — | ||
| Q4 24 | 23.4% | — | ||
| Q3 24 | 22.8% | — | ||
| Q2 24 | 28.1% | — |
营业利润率DKLRBCAA
| Q1 26 | 25.9% | — | ||
| Q4 25 | 14.2% | 29.3% | ||
| Q3 25 | 17.4% | 40.4% | ||
| Q2 25 | 21.3% | 43.0% | ||
| Q1 25 | 19.0% | 44.1% | ||
| Q4 24 | 18.1% | 25.8% | ||
| Q3 24 | 14.9% | 38.4% | ||
| Q2 24 | 25.9% | 37.0% |
净利率DKLRBCAA
| Q1 26 | 20.9% | — | ||
| Q4 25 | 18.5% | 24.2% | ||
| Q3 25 | 17.4% | 31.8% | ||
| Q2 25 | 18.1% | 33.5% | ||
| Q1 25 | 15.6% | 34.8% | ||
| Q4 24 | 16.8% | 21.2% | ||
| Q3 24 | 15.7% | 30.1% | ||
| Q2 24 | 15.5% | 29.0% |
每股收益（稀释后）DKLRBCAA
| Q1 26 | $0.60 | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $9.9M | $220.0M |
| 总债务越低越好 | $2.3B | — |
| 股东权益账面价值 | — | $1.1B |
| 总资产 | $2.9B | $7.0B |
| 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DKLRBCAA
| Q1 26 | $9.9M | — | ||
| Q4 25 | $10.9M | $220.0M | ||
| Q3 25 | $6.9M | $484.2M | ||
| Q2 25 | $1.4M | $484.8M | ||
| Q1 25 | $2.1M | $793.0M | ||
| Q4 24 | $5.4M | $432.2M | ||
| Q3 24 | $7.3M | $530.9M | ||
| Q2 24 | $5.1M | $400.1M |
总债务DKLRBCAA
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.3B | — | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.2B | — | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $1.9B | — | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $1.6B | — |
股东权益DKLRBCAA
| Q1 26 | — | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $992.0M | ||
| Q3 24 | — | $979.7M | ||
| Q2 24 | — | $955.4M |
总资产DKLRBCAA
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.8B | $7.0B | ||
| Q3 25 | $2.7B | $7.0B | ||
| Q2 25 | $2.8B | $7.0B | ||
| Q1 25 | $2.4B | $7.1B | ||
| Q4 24 | $2.0B | $6.8B | ||
| Q3 24 | $2.0B | $6.7B | ||
| Q2 24 | $1.6B | $6.6B |
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 | $170.4M | $168.2M |
| 自由现金流经营现金流 - 资本支出 | — | $161.1M |
| 自由现金流率自由现金流/营收 | — | 170.9% |
| 资本支出强度资本支出/营收 | 5.4% | 7.5% |
| 现金转化率经营现金流/净利润 | 5.27× | 7.37× |
| 过去12个月自由现金流最近4个季度 | — | $288.6M |
8季度趋势，按日历期对齐
经营现金流DKLRBCAA
| Q1 26 | $170.4M | — | ||
| Q4 25 | $43.2M | $168.2M | ||
| Q3 25 | $54.9M | $33.3M | ||
| Q2 25 | $107.4M | $8.4M | ||
| Q1 25 | $31.6M | $93.2M | ||
| Q4 24 | $49.9M | $149.0M | ||
| Q3 24 | $24.9M | $51.3M | ||
| Q2 24 | $87.6M | $4.0M |
自由现金流DKLRBCAA
| Q1 26 | — | — | ||
| Q4 25 | $12.6M | $161.1M | ||
| Q3 25 | $-12.3M | $30.8M | ||
| Q2 25 | $-7.1M | $5.2M | ||
| Q1 25 | $-23.9M | $91.6M | ||
| Q4 24 | $3.9M | $143.2M | ||
| Q3 24 | $-31.7M | $49.8M | ||
| Q2 24 | $72.5M | $2.7M |
自由现金流率DKLRBCAA
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 170.9% | ||
| Q3 25 | -4.7% | 32.9% | ||
| Q2 25 | -2.9% | 5.5% | ||
| Q1 25 | -9.6% | 67.4% | ||
| Q4 24 | 1.8% | 160.0% | ||
| Q3 24 | -14.8% | 56.5% | ||
| Q2 24 | 27.4% | 3.1% |
资本支出强度DKLRBCAA
| Q1 26 | 5.4% | — | ||
| Q4 25 | 12.0% | 7.5% | ||
| Q3 25 | 25.7% | 2.6% | ||
| Q2 25 | 46.5% | 3.5% | ||
| Q1 25 | 22.2% | 1.2% | ||
| Q4 24 | 21.9% | 6.5% | ||
| Q3 24 | 26.4% | 1.7% | ||
| Q2 24 | 5.7% | 1.5% |
现金转化率DKLRBCAA
| Q1 26 | 5.27× | — | ||
| Q4 25 | 0.91× | 7.37× | ||
| Q3 25 | 1.21× | 1.12× | ||
| Q2 25 | 2.41× | 0.27× | ||
| Q1 25 | 0.81× | 1.97× | ||
| Q4 24 | 1.41× | 7.84× | ||
| Q3 24 | 0.74× | 1.93× | ||
| Q2 24 | 2.13× | 0.16× |
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
DKL
| Third party | $105.4M | 68% |
| Affiliate | $49.2M | 32% |
RBCAA
暂无分部数据
