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GENESIS ENERGY LP（GEL）与Invitation Homes（INVH）财务数据对比。点击上方公司名可切换其他公司
Invitation Homes的季度营收约是GENESIS ENERGY LP的1.6倍（$685.3M vs $440.8M），Invitation Homes净利率更高（21.1% vs 4.5%，领先16.6%），GENESIS ENERGY LP同比增速更快（10.5% vs 4.0%），Invitation Homes自由现金流更多（$122.4M vs $87.0M），过去两年Invitation Homes的营收复合增速更高（3.0% vs 0.7%）
Genesis Energy LP是一家总部位于美国的中游能源合伙企业，主营原油、天然气、成品油及特种工业原料的基础设施运营与物流服务，旗下资产涵盖管道、仓储码头、海运设施及铁路物流枢纽，为北美地区的炼油厂、工业客户及能源分销商提供服务。
Invitation Homes是纽交所上市企业，总部位于美国得克萨斯州达拉斯市林肯中心大厦，由Dallas B. Tanner出任首席执行官。截至2024年7月，公司在全美16个市场持有约8.4万套独栋出租住宅，是美国规模最大的独栋住宅租赁业主，17%的租金收入来自加利福尼亚州。
GEL vs INVH — 直观对比
营收规模更大
INVH
是对方的1.6倍
$440.8M
营收增速更快
GEL
高出6.5%
4.0%
净利率更高
INVH
高出16.6%
4.5%
自由现金流更多
INVH
多$35.4M
$87.0M
两年增速更快
INVH
近两年复合增速
0.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $440.8M | $685.3M |
| 净利润 | $19.9M | $144.6M |
| 毛利率 | — | — |
| 营业利润率 | 20.4% | — |
| 净利率 | 4.5% | 21.1% |
| 营收同比 | 10.5% | 4.0% |
| 净利润同比 | 140.2% | 1.0% |
| 每股收益（稀释后） | $0.04 | $0.24 |
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GELINVH
| Q4 25 | $440.8M | $685.3M | ||
| Q3 25 | $414.0M | $688.2M | ||
| Q2 25 | $377.3M | $681.4M | ||
| Q1 25 | $398.3M | $674.5M | ||
| Q4 24 | $398.9M | $659.1M | ||
| Q3 24 | $397.3M | $660.3M | ||
| Q2 24 | $430.2M | $653.5M | ||
| Q1 24 | $434.4M | $646.0M |
净利润GELINVH
| Q4 25 | $19.9M | $144.6M | ||
| Q3 25 | $9.2M | $136.7M | ||
| Q2 25 | $-406.0K | $140.9M | ||
| Q1 25 | $-469.1M | $165.7M | ||
| Q4 24 | $-49.4M | $143.1M | ||
| Q3 24 | $-17.2M | $95.3M | ||
| Q2 24 | $-8.7M | $73.2M | ||
| Q1 24 | $11.4M | $142.3M |
营业利润率GELINVH
| Q4 25 | 20.4% | — | ||
| Q3 25 | 19.0% | — | ||
| Q2 25 | 17.9% | — | ||
| Q1 25 | 5.5% | — | ||
| Q4 24 | 3.4% | — | ||
| Q3 24 | 12.2% | — | ||
| Q2 24 | 11.6% | — | ||
| Q1 24 | 13.4% | — |
净利率GELINVH
| Q4 25 | 4.5% | 21.1% | ||
| Q3 25 | 2.2% | 19.9% | ||
| Q2 25 | -0.1% | 20.7% | ||
| Q1 25 | -117.8% | 24.6% | ||
| Q4 24 | -12.4% | 21.7% | ||
| Q3 24 | -4.3% | 14.4% | ||
| Q2 24 | -2.0% | 11.2% | ||
| Q1 24 | 2.6% | 22.0% |
每股收益（稀释后）GELINVH
| Q4 25 | $0.04 | $0.24 | ||
| Q3 25 | $-0.05 | $0.22 | ||
| Q2 25 | $-0.12 | $0.23 | ||
| Q1 25 | $-4.06 | $0.27 | ||
| Q4 24 | $-0.58 | $0.24 | ||
| Q3 24 | $-0.32 | $0.15 | ||
| Q2 24 | $-0.25 | $0.12 | ||
| Q1 24 | $-0.09 | $0.23 |
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 | $6.4M | $130.0M |
| 总债务越低越好 | $3.0B | $8.4B |
| 股东权益账面价值 | — | $9.5B |
| 总资产 | $4.9B | $18.7B |
| 负债/权益比越低杠杆越低 | — | 0.88× |
8季度趋势，按日历期对齐
现金及短期投资GELINVH
| Q4 25 | $6.4M | $130.0M | ||
| Q3 25 | $4.9M | $155.4M | ||
| Q2 25 | $4.5M | $65.1M | ||
| Q1 25 | $377.4M | $84.4M | ||
| Q4 24 | $7.4M | $174.5M | ||
| Q3 24 | $13.0M | $1.0B | ||
| Q2 24 | $13.7M | $749.4M | ||
| Q1 24 | $7.0M | $738.1M |
总债务GELINVH
| Q4 25 | $3.0B | $8.4B | ||
| Q3 25 | $3.1B | $8.2B | ||
| Q2 25 | $3.1B | $8.2B | ||
| Q1 25 | $3.4B | $8.1B | ||
| Q4 24 | $3.7B | $8.2B | ||
| Q3 24 | $4.0B | $9.0B | ||
| Q2 24 | $3.9B | $8.5B | ||
| Q1 24 | $3.8B | $8.5B |
股东权益GELINVH
| Q4 25 | — | $9.5B | ||
| Q3 25 | — | $9.6B | ||
| Q2 25 | — | $9.7B | ||
| Q1 25 | — | $9.7B | ||
| Q4 24 | — | $9.8B | ||
| Q3 24 | — | $9.9B | ||
| Q2 24 | — | $10.0B | ||
| Q1 24 | — | $10.1B |
总资产GELINVH
| Q4 25 | $4.9B | $18.7B | ||
| Q3 25 | $4.9B | $18.8B | ||
| Q2 25 | $4.8B | $18.7B | ||
| Q1 25 | $5.2B | $18.6B | ||
| Q4 24 | $7.0B | $18.7B | ||
| Q3 24 | $7.1B | $19.6B | ||
| Q2 24 | $7.0B | $19.2B | ||
| Q1 24 | $6.9B | $19.2B |
负债/权益比GELINVH
| Q4 25 | — | 0.88× | ||
| Q3 25 | — | 0.86× | ||
| Q2 25 | — | 0.85× | ||
| Q1 25 | — | 0.83× | ||
| Q4 24 | — | 0.84× | ||
| Q3 24 | — | 0.91× | ||
| Q2 24 | — | 0.85× | ||
| Q1 24 | — | 0.84× |
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 | $110.8M | $128.7M |
| 自由现金流经营现金流 - 资本支出 | $87.0M | $122.4M |
| 自由现金流率自由现金流/营收 | 19.7% | 17.9% |
| 资本支出强度资本支出/营收 | 5.4% | 0.9% |
| 现金转化率经营现金流/净利润 | 5.58× | 0.89× |
| 过去12个月自由现金流最近4个季度 | $65.9M | $1.2B |
8季度趋势，按日历期对齐
经营现金流GELINVH
| Q4 25 | $110.8M | $128.7M | ||
| Q3 25 | $70.3M | $394.6M | ||
| Q2 25 | $47.0M | $382.5M | ||
| Q1 25 | $24.8M | $300.5M | ||
| Q4 24 | $74.0M | $132.8M | ||
| Q3 24 | $87.3M | $313.6M | ||
| Q2 24 | $104.7M | $369.8M | ||
| Q1 24 | $125.9M | $265.6M |
自由现金流GELINVH
| Q4 25 | $87.0M | $122.4M | ||
| Q3 25 | $43.3M | $387.8M | ||
| Q2 25 | $-7.6M | $374.4M | ||
| Q1 25 | $-56.8M | $293.3M | ||
| Q4 24 | $-47.1M | $125.0M | ||
| Q3 24 | $-32.3M | $305.2M | ||
| Q2 24 | $-67.5M | $363.8M | ||
| Q1 24 | $-48.3M | $257.1M |
自由现金流率GELINVH
| Q4 25 | 19.7% | 17.9% | ||
| Q3 25 | 10.5% | 56.4% | ||
| Q2 25 | -2.0% | 54.9% | ||
| Q1 25 | -14.3% | 43.5% | ||
| Q4 24 | -11.8% | 19.0% | ||
| Q3 24 | -8.1% | 46.2% | ||
| Q2 24 | -15.7% | 55.7% | ||
| Q1 24 | -11.1% | 39.8% |
资本支出强度GELINVH
| Q4 25 | 5.4% | 0.9% | ||
| Q3 25 | 6.5% | 1.0% | ||
| Q2 25 | 14.5% | 1.2% | ||
| Q1 25 | 20.5% | 1.1% | ||
| Q4 24 | 30.3% | 1.2% | ||
| Q3 24 | 30.1% | 1.3% | ||
| Q2 24 | 40.0% | 0.9% | ||
| Q1 24 | 40.1% | 1.3% |
现金转化率GELINVH
| Q4 25 | 5.58× | 0.89× | ||
| Q3 25 | 7.63× | 2.89× | ||
| Q2 25 | — | 2.71× | ||
| Q1 25 | — | 1.81× | ||
| Q4 24 | — | 0.93× | ||
| Q3 24 | — | 3.29× | ||
| Q2 24 | — | 5.05× | ||
| Q1 24 | 11.09× | 1.87× |
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
GEL
| Onshore Facilities And Transportation Revenue | $204.2M | 46% |
| Offshore Pipeline Transportation Revenue | $154.3M | 35% |
| Marine Transportation Revenue | $82.2M | 19% |
INVH
暂无分部数据
