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FRIEDMAN INDUSTRIES INC（FRD）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
FRIEDMAN INDUSTRIES INC的季度营收约是Ranger Energy Services, Inc.的1.2倍（$168.0M vs $142.2M），Ranger Energy Services, Inc.净利率更高（2.3% vs 1.8%，领先0.4%），FRIEDMAN INDUSTRIES INC同比增速更快（78.6% vs -0.6%），Ranger Energy Services, Inc.自由现金流更多（$17.1M vs $-6.3M），过去两年FRIEDMAN INDUSTRIES INC的营收复合增速更高（13.3% vs 1.9%）
赫尔曼与弗里德曼（H&F）是一家美国私募股权公司，由沃伦·赫尔曼与塔利·弗里德曼于1984年创立，主要通过杠杆收购及成长资本开展投资业务，核心投资方向覆盖传媒、金融服务、专业服务与信息服务等多个领域。
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。
FRD vs RNGR — 直观对比
营收规模更大
FRD
是对方的1.2倍
$142.2M
营收增速更快
FRD
高出79.2%
-0.6%
净利率更高
RNGR
高出0.4%
1.8%
自由现金流更多
RNGR
多$23.4M
$-6.3M
两年增速更快
FRD
近两年复合增速
1.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $168.0M | $142.2M |
| 净利润 | $3.0M | $3.2M |
| 毛利率 | 2.3% | — |
| 营业利润率 | 2.3% | 2.3% |
| 净利率 | 1.8% | 2.3% |
| 营收同比 | 78.6% | -0.6% |
| 净利润同比 | 364.1% | -44.8% |
| 每股收益（稀释后） | $0.43 | $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FRDRNGR
| Q4 25 | $168.0M | $142.2M | ||
| Q3 25 | $152.4M | $128.9M | ||
| Q2 25 | $134.8M | $140.6M | ||
| Q1 25 | — | $135.2M | ||
| Q4 24 | $94.1M | $143.1M | ||
| Q3 24 | $106.8M | $153.0M | ||
| Q2 24 | $114.6M | $138.1M | ||
| Q1 24 | — | $136.9M |
净利润FRDRNGR
| Q4 25 | $3.0M | $3.2M | ||
| Q3 25 | $2.2M | $1.2M | ||
| Q2 25 | $5.0M | $7.3M | ||
| Q1 25 | — | $600.0K | ||
| Q4 24 | $-1.2M | $5.8M | ||
| Q3 24 | $-675.0K | $8.7M | ||
| Q2 24 | $2.6M | $4.7M | ||
| Q1 24 | — | $-800.0K |
毛利率FRDRNGR
| Q4 25 | 2.3% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 5.2% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -0.2% | — | ||
| Q2 24 | -1.2% | — | ||
| Q1 24 | — | — |
营业利润率FRDRNGR
| Q4 25 | 2.3% | 2.3% | ||
| Q3 25 | 1.9% | 2.0% | ||
| Q2 25 | 5.2% | 6.1% | ||
| Q1 25 | — | 0.7% | ||
| Q4 24 | -1.3% | 6.2% | ||
| Q3 24 | -0.2% | 8.4% | ||
| Q2 24 | -1.2% | 5.3% | ||
| Q1 24 | — | -0.4% |
净利率FRDRNGR
| Q4 25 | 1.8% | 2.3% | ||
| Q3 25 | 1.5% | 0.9% | ||
| Q2 25 | 3.7% | 5.2% | ||
| Q1 25 | — | 0.4% | ||
| Q4 24 | -1.2% | 4.1% | ||
| Q3 24 | -0.6% | 5.7% | ||
| Q2 24 | 2.2% | 3.4% | ||
| Q1 24 | — | -0.6% |
每股收益（稀释后）FRDRNGR
| Q4 25 | $0.43 | $0.14 | ||
| Q3 25 | $0.32 | $0.05 | ||
| Q2 25 | $0.71 | $0.32 | ||
| Q1 25 | — | $0.03 | ||
| Q4 24 | $-0.17 | $0.24 | ||
| Q3 24 | $-0.10 | $0.39 | ||
| Q2 24 | $0.37 | $0.21 | ||
| Q1 24 | — | $-0.03 |
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 | $3.0M | $10.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $142.2M | $300.1M |
| 总资产 | $311.9M | $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FRDRNGR
| Q4 25 | $3.0M | $10.3M | ||
| Q3 25 | $4.6M | $45.2M | ||
| Q2 25 | $2.1M | $48.9M | ||
| Q1 25 | — | $40.3M | ||
| Q4 24 | $1.1M | $40.9M | ||
| Q3 24 | $2.5M | $14.8M | ||
| Q2 24 | $4.1M | $8.7M | ||
| Q1 24 | — | $11.1M |
总债务FRDRNGR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 | ||
| Q1 24 | — | $0 |
股东权益FRDRNGR
| Q4 25 | $142.2M | $300.1M | ||
| Q3 25 | $139.3M | $270.0M | ||
| Q2 25 | $137.3M | $276.9M | ||
| Q1 25 | — | $272.6M | ||
| Q4 24 | $127.3M | $273.8M | ||
| Q3 24 | $128.8M | $267.6M | ||
| Q2 24 | $129.7M | $260.5M | ||
| Q1 24 | — | $261.7M |
总资产FRDRNGR
| Q4 25 | $311.9M | $419.3M | ||
| Q3 25 | $311.3M | $372.8M | ||
| Q2 25 | $219.1M | $381.7M | ||
| Q1 25 | — | $376.5M | ||
| Q4 24 | $210.3M | $381.6M | ||
| Q3 24 | $209.2M | $373.9M | ||
| Q2 24 | $222.8M | $359.6M | ||
| Q1 24 | — | $355.5M |
负债/权益比FRDRNGR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 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 | $-4.7M | $24.1M |
| 自由现金流经营现金流 - 资本支出 | $-6.3M | $17.1M |
| 自由现金流率自由现金流/营收 | -3.8% | 12.0% |
| 资本支出强度资本支出/营收 | 1.0% | 4.9% |
| 现金转化率经营现金流/净利润 | -1.56× | 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FRDRNGR
| Q4 25 | $-4.7M | $24.1M | ||
| Q3 25 | $434.0K | $13.6M | ||
| Q2 25 | $15.5M | $20.7M | ||
| Q1 25 | — | $10.6M | ||
| Q4 24 | — | $32.7M | ||
| Q3 24 | — | $17.7M | ||
| Q2 24 | $-6.1M | $22.1M | ||
| Q1 24 | — | $12.0M |
自由现金流FRDRNGR
| Q4 25 | $-6.3M | $17.1M | ||
| Q3 25 | $-2.0M | $8.0M | ||
| Q2 25 | $13.7M | $14.4M | ||
| Q1 25 | — | $3.4M | ||
| Q4 24 | — | $27.3M | ||
| Q3 24 | — | $10.8M | ||
| Q2 24 | $-7.1M | $6.8M | ||
| Q1 24 | — | $5.5M |
自由现金流率FRDRNGR
| Q4 25 | -3.8% | 12.0% | ||
| Q3 25 | -1.3% | 6.2% | ||
| Q2 25 | 10.2% | 10.2% | ||
| Q1 25 | — | 2.5% | ||
| Q4 24 | — | 19.1% | ||
| Q3 24 | — | 7.1% | ||
| Q2 24 | -6.2% | 4.9% | ||
| Q1 24 | — | 4.0% |
资本支出强度FRDRNGR
| Q4 25 | 1.0% | 4.9% | ||
| Q3 25 | 1.6% | 4.3% | ||
| Q2 25 | 1.3% | 4.5% | ||
| Q1 25 | — | 5.3% | ||
| Q4 24 | — | 3.8% | ||
| Q3 24 | — | 4.5% | ||
| Q2 24 | 0.9% | 11.1% | ||
| Q1 24 | — | 4.7% |
现金转化率FRDRNGR
| Q4 25 | -1.56× | 7.53× | ||
| Q3 25 | 0.19× | 11.33× | ||
| Q2 25 | 3.08× | 2.84× | ||
| Q1 25 | — | 17.67× | ||
| Q4 24 | — | 5.64× | ||
| Q3 24 | — | 2.03× | ||
| Q2 24 | -2.36× | 4.70× | ||
| Q1 24 | — | — |
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
FRD
| Prime Coil | $152.0M | 90% |
| Manufactured Pipe | $14.9M | 9% |
| Customer Owned | $1.1M | 1% |
RNGR
| High Specification Rigs | $92.3M | 65% |
| Processing Solutions And Ancillary Services | $37.5M | 26% |
| Wireline Services | $12.4M | 9% |
