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AMDOCS LTD(DOX)与MPLX LP(MPLX)财务数据对比。点击上方公司名可切换其他公司
MPLX LP的季度营收约是AMDOCS LTD的2.0倍($2.5B vs $1.3B),MPLX LP净利率更高(49.1% vs 11.2%,领先37.9%),MPLX LP同比增速更快(1.4% vs 1.1%),过去两年MPLX LP的营收复合增速更高(6.2% vs 4.5%)
Amdocs是一家跨国电信科技企业,总部位于美国密苏里州切斯特菲尔德,1982年成立,于纳斯达克证券交易所挂牌上市,专注为通信、媒体、金融服务供应商及数字企业提供专业软件与相关服务。
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。
DOX vs MPLX — 直观对比
营收规模更大
MPLX
是对方的2.0倍
$1.3B
营收增速更快
MPLX
高出0.3%
1.1%
净利率更高
MPLX
高出37.9%
11.2%
两年增速更快
MPLX
近两年复合增速
4.5%
损益表 — Q3 FY2024 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.3B | $2.5B |
| 净利润 | $140.3M | $1.2B |
| 毛利率 | — | — |
| 营业利润率 | 14.1% | 60.5% |
| 净利率 | 11.2% | 49.1% |
| 营收同比 | 1.1% | 1.4% |
| 净利润同比 | -12.0% | 8.5% |
| 每股收益(稀释后) | $1.21 | — |
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
DOX
MPLX
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.5B | ||
| Q2 25 | — | $2.4B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | $1.3B | $2.3B | ||
| Q1 24 | $1.2B | $2.2B |
净利润
DOX
MPLX
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | $140.3M | $1.2B | ||
| Q1 24 | $118.5M | $1.0B |
营业利润率
DOX
MPLX
| Q4 25 | — | 60.5% | ||
| Q3 25 | — | 73.2% | ||
| Q2 25 | — | 54.9% | ||
| Q1 25 | — | 55.5% | ||
| Q4 24 | — | 55.6% | ||
| Q3 24 | — | 54.4% | ||
| Q2 24 | 14.1% | 62.9% | ||
| Q1 24 | 12.5% | 57.6% |
净利率
DOX
MPLX
| Q4 25 | — | 49.1% | ||
| Q3 25 | — | 63.2% | ||
| Q2 25 | — | 44.9% | ||
| Q1 25 | — | 46.2% | ||
| Q4 24 | — | 45.9% | ||
| Q3 24 | — | 44.6% | ||
| Q2 24 | 11.2% | 52.6% | ||
| Q1 24 | 9.5% | 46.7% |
每股收益(稀释后)
DOX
MPLX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $1.21 | — | ||
| Q1 24 | $1.01 | — |
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 | — | $2.1B |
| 总债务越低越好 | — | $24.2B |
| 股东权益账面价值 | — | — |
| 总资产 | — | $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
DOX
MPLX
| Q4 25 | — | $2.1B | ||
| Q3 25 | — | $1.8B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | — | $2.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | — | $2.5B | ||
| Q1 24 | — | $385.0M |
总债务
DOX
MPLX
| Q4 25 | — | $24.2B | ||
| Q3 25 | — | $24.1B | ||
| Q2 25 | — | $19.7B | ||
| Q1 25 | — | $19.7B | ||
| Q4 24 | — | $19.3B | ||
| Q3 24 | — | $19.3B | ||
| Q2 24 | — | $19.2B | ||
| Q1 24 | — | $18.8B |
总资产
DOX
MPLX
| Q4 25 | — | $43.0B | ||
| Q3 25 | — | $43.2B | ||
| Q2 25 | — | $37.8B | ||
| Q1 25 | — | $39.0B | ||
| Q4 24 | — | $37.5B | ||
| Q3 24 | — | $38.5B | ||
| Q2 24 | — | $38.4B | ||
| Q1 24 | — | $36.5B |
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 | — | $1.5B |
| 自由现金流经营现金流 - 资本支出 | — | $782.0M |
| 自由现金流率自由现金流/营收 | — | 31.9% |
| 资本支出强度资本支出/营收 | — | 29.1% |
| 现金转化率经营现金流/净利润 | — | 1.24× |
| 过去12个月自由现金流最近4个季度 | — | $4.1B |
8季度趋势,按日历期对齐
经营现金流
DOX
MPLX
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | — | $1.7B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.6B | ||
| Q1 24 | — | $1.3B |
自由现金流
DOX
MPLX
| Q4 25 | — | $782.0M | ||
| Q3 25 | — | $905.0M | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | — | $979.0M | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.4B | ||
| Q1 24 | — | $1.0B |
自由现金流率
DOX
MPLX
| Q4 25 | — | 31.9% | ||
| Q3 25 | — | 36.8% | ||
| Q2 25 | — | 60.9% | ||
| Q1 25 | — | 39.8% | ||
| Q4 24 | — | 56.6% | ||
| Q3 24 | — | 48.4% | ||
| Q2 24 | — | 60.0% | ||
| Q1 24 | — | 47.7% |
资本支出强度
DOX
MPLX
| Q4 25 | — | 29.1% | ||
| Q3 25 | — | 21.4% | ||
| Q2 25 | — | 12.8% | ||
| Q1 25 | — | 10.9% | ||
| Q4 24 | — | 12.7% | ||
| Q3 24 | — | 11.9% | ||
| Q2 24 | — | 9.4% | ||
| Q1 24 | — | 11.7% |
现金转化率
DOX
MPLX
| Q4 25 | — | 1.24× | ||
| Q3 25 | — | 0.92× | ||
| Q2 25 | — | 1.64× | ||
| Q1 25 | — | 1.10× | ||
| Q4 24 | — | 1.51× | ||
| Q3 24 | — | 1.35× | ||
| Q2 24 | — | 1.32× | ||
| Q1 24 | — | 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
DOX
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% |