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Delek Logistics Partners, LP（DKL）与Ranger Energy Services, Inc.（RNGR）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Ranger Energy Services, Inc.的1.1倍（$154.7M vs $142.2M），Delek Logistics Partners, LP净利率更高（20.9% vs 2.3%，领先18.7%），Delek Logistics Partners, LP同比增速更快（518.9% vs -0.6%），过去两年Ranger Energy Services, Inc.的营收复合增速更高（1.9% 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。
Ranger Energy Services是北美领先的陆上油田服务提供商，为上游油气运营商提供完井、修井、钻机作业及产能优化等全套解决方案，业务主要覆盖美国本土的页岩和致密资源开采作业区。
DKL vs RNGR — 直观对比
营收规模更大
DKL
是对方的1.1倍
$142.2M
营收增速更快
DKL
高出519.5%
-0.6%
净利率更高
DKL
高出18.7%
2.3%
两年增速更快
RNGR
近两年复合增速
-23.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $154.7M | $142.2M |
| 净利润 | $32.4M | $3.2M |
| 毛利率 | -62.0% | — |
| 营业利润率 | 25.9% | 2.3% |
| 净利率 | 20.9% | 2.3% |
| 营收同比 | 518.9% | -0.6% |
| 净利润同比 | — | -44.8% |
| 每股收益（稀释后） | $0.60 | $0.14 |
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DKLRNGR
| Q1 26 | $154.7M | — | ||
| Q4 25 | $255.8M | $142.2M | ||
| Q3 25 | $261.3M | $128.9M | ||
| Q2 25 | $246.3M | $140.6M | ||
| Q1 25 | $249.9M | $135.2M | ||
| Q4 24 | $209.9M | $143.1M | ||
| Q3 24 | $214.1M | $153.0M | ||
| Q2 24 | $264.6M | $138.1M |
净利润DKLRNGR
| Q1 26 | $32.4M | — | ||
| Q4 25 | $47.3M | $3.2M | ||
| Q3 25 | $45.6M | $1.2M | ||
| Q2 25 | $44.6M | $7.3M | ||
| Q1 25 | $39.0M | $600.0K | ||
| Q4 24 | $35.3M | $5.8M | ||
| Q3 24 | $33.7M | $8.7M | ||
| Q2 24 | $41.1M | $4.7M |
毛利率DKLRNGR
| 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DKLRNGR
| Q1 26 | 25.9% | — | ||
| Q4 25 | 14.2% | 2.3% | ||
| Q3 25 | 17.4% | 2.0% | ||
| Q2 25 | 21.3% | 6.1% | ||
| Q1 25 | 19.0% | 0.7% | ||
| Q4 24 | 18.1% | 6.2% | ||
| Q3 24 | 14.9% | 8.4% | ||
| Q2 24 | 25.9% | 5.3% |
净利率DKLRNGR
| Q1 26 | 20.9% | — | ||
| Q4 25 | 18.5% | 2.3% | ||
| Q3 25 | 17.4% | 0.9% | ||
| Q2 25 | 18.1% | 5.2% | ||
| Q1 25 | 15.6% | 0.4% | ||
| Q4 24 | 16.8% | 4.1% | ||
| Q3 24 | 15.7% | 5.7% | ||
| Q2 24 | 15.5% | 3.4% |
每股收益（稀释后）DKLRNGR
| Q1 26 | $0.60 | — | ||
| Q4 25 | — | $0.14 | ||
| Q3 25 | — | $0.05 | ||
| Q2 25 | — | $0.32 | ||
| Q1 25 | — | $0.03 | ||
| Q4 24 | — | $0.24 | ||
| Q3 24 | — | $0.39 | ||
| Q2 24 | — | $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 | $9.9M | $10.3M |
| 总债务越低越好 | $2.3B | — |
| 股东权益账面价值 | — | $300.1M |
| 总资产 | $2.9B | $419.3M |
| 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DKLRNGR
| Q1 26 | $9.9M | — | ||
| Q4 25 | $10.9M | $10.3M | ||
| Q3 25 | $6.9M | $45.2M | ||
| Q2 25 | $1.4M | $48.9M | ||
| Q1 25 | $2.1M | $40.3M | ||
| Q4 24 | $5.4M | $40.9M | ||
| Q3 24 | $7.3M | $14.8M | ||
| Q2 24 | $5.1M | $8.7M |
总债务DKLRNGR
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.3B | — | ||
| Q3 25 | $2.3B | — | ||
| Q2 25 | $2.2B | — | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $1.9B | $0 | ||
| Q3 24 | $1.9B | $0 | ||
| Q2 24 | $1.6B | $0 |
股东权益DKLRNGR
| Q1 26 | — | — | ||
| Q4 25 | — | $300.1M | ||
| Q3 25 | — | $270.0M | ||
| Q2 25 | — | $276.9M | ||
| Q1 25 | — | $272.6M | ||
| Q4 24 | — | $273.8M | ||
| Q3 24 | — | $267.6M | ||
| Q2 24 | — | $260.5M |
总资产DKLRNGR
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.8B | $419.3M | ||
| Q3 25 | $2.7B | $372.8M | ||
| Q2 25 | $2.8B | $381.7M | ||
| Q1 25 | $2.4B | $376.5M | ||
| Q4 24 | $2.0B | $381.6M | ||
| Q3 24 | $2.0B | $373.9M | ||
| Q2 24 | $1.6B | $359.6M |
负债/权益比DKLRNGR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
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 | $24.1M |
| 自由现金流经营现金流 - 资本支出 | — | $17.1M |
| 自由现金流率自由现金流/营收 | — | 12.0% |
| 资本支出强度资本支出/营收 | 5.4% | 4.9% |
| 现金转化率经营现金流/净利润 | 5.27× | 7.53× |
| 过去12个月自由现金流最近4个季度 | — | $42.9M |
8季度趋势，按日历期对齐
经营现金流DKLRNGR
| Q1 26 | $170.4M | — | ||
| Q4 25 | $43.2M | $24.1M | ||
| Q3 25 | $54.9M | $13.6M | ||
| Q2 25 | $107.4M | $20.7M | ||
| Q1 25 | $31.6M | $10.6M | ||
| Q4 24 | $49.9M | $32.7M | ||
| Q3 24 | $24.9M | $17.7M | ||
| Q2 24 | $87.6M | $22.1M |
自由现金流DKLRNGR
| Q1 26 | — | — | ||
| Q4 25 | $12.6M | $17.1M | ||
| Q3 25 | $-12.3M | $8.0M | ||
| Q2 25 | $-7.1M | $14.4M | ||
| Q1 25 | $-23.9M | $3.4M | ||
| Q4 24 | $3.9M | $27.3M | ||
| Q3 24 | $-31.7M | $10.8M | ||
| Q2 24 | $72.5M | $6.8M |
自由现金流率DKLRNGR
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 12.0% | ||
| Q3 25 | -4.7% | 6.2% | ||
| Q2 25 | -2.9% | 10.2% | ||
| Q1 25 | -9.6% | 2.5% | ||
| Q4 24 | 1.8% | 19.1% | ||
| Q3 24 | -14.8% | 7.1% | ||
| Q2 24 | 27.4% | 4.9% |
资本支出强度DKLRNGR
| Q1 26 | 5.4% | — | ||
| Q4 25 | 12.0% | 4.9% | ||
| Q3 25 | 25.7% | 4.3% | ||
| Q2 25 | 46.5% | 4.5% | ||
| Q1 25 | 22.2% | 5.3% | ||
| Q4 24 | 21.9% | 3.8% | ||
| Q3 24 | 26.4% | 4.5% | ||
| Q2 24 | 5.7% | 11.1% |
现金转化率DKLRNGR
| Q1 26 | 5.27× | — | ||
| Q4 25 | 0.91× | 7.53× | ||
| Q3 25 | 1.21× | 11.33× | ||
| Q2 25 | 2.41× | 2.84× | ||
| Q1 25 | 0.81× | 17.67× | ||
| Q4 24 | 1.41× | 5.64× | ||
| Q3 24 | 0.74× | 2.03× | ||
| Q2 24 | 2.13× | 4.70× |
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% |
RNGR
| High Specification Rigs | $92.3M | 65% |
| Processing Solutions And Ancillary Services | $37.5M | 26% |
| Wireline Services | $12.4M | 9% |
