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GENESIS ENERGY LP（GEL）与Remitly Global, Inc.（RELY）财务数据对比。点击上方公司名可切换其他公司
Remitly Global, Inc.的季度营收约是GENESIS ENERGY LP的1.0倍（$442.2M vs $440.8M），Remitly Global, Inc.净利率更高（9.3% vs 4.5%，领先4.8%），Remitly Global, Inc.同比增速更快（25.7% vs 10.5%），Remitly Global, Inc.自由现金流更多（$143.3M vs $87.0M），过去两年Remitly Global, Inc.的营收复合增速更高（28.2% 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。
Remitly Global是总部位于美国西雅图的跨境汇款服务提供商，2011年由马修·奥本海默、乔希·哈格与希瓦斯·古拉蒂共同创立，主要为用户提供覆盖全球170多个国家和地区的国际汇款服务，2021年9月在纳斯达克交易所上市。
GEL vs RELY — 直观对比
营收规模更大
RELY
是对方的1.0倍
$440.8M
营收增速更快
RELY
高出15.2%
10.5%
净利率更高
RELY
高出4.8%
4.5%
自由现金流更多
RELY
多$56.3M
$87.0M
两年增速更快
RELY
近两年复合增速
0.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $440.8M | $442.2M |
| 净利润 | $19.9M | $41.2M |
| 毛利率 | — | — |
| 营业利润率 | 20.4% | 8.8% |
| 净利率 | 4.5% | 9.3% |
| 营收同比 | 10.5% | 25.7% |
| 净利润同比 | 140.2% | 820.1% |
| 每股收益（稀释后） | $0.04 | $0.19 |
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GELRELY
| Q4 25 | $440.8M | $442.2M | ||
| Q3 25 | $414.0M | $419.5M | ||
| Q2 25 | $377.3M | $411.9M | ||
| Q1 25 | $398.3M | $361.6M | ||
| Q4 24 | $398.9M | $351.9M | ||
| Q3 24 | $397.3M | $336.5M | ||
| Q2 24 | $430.2M | $306.4M | ||
| Q1 24 | $434.4M | $269.1M |
净利润GELRELY
| Q4 25 | $19.9M | $41.2M | ||
| Q3 25 | $9.2M | $8.8M | ||
| Q2 25 | $-406.0K | $6.5M | ||
| Q1 25 | $-469.1M | $11.4M | ||
| Q4 24 | $-49.4M | $-5.7M | ||
| Q3 24 | $-17.2M | $1.9M | ||
| Q2 24 | $-8.7M | $-12.1M | ||
| Q1 24 | $11.4M | $-21.1M |
营业利润率GELRELY
| Q4 25 | 20.4% | 8.8% | ||
| Q3 25 | 19.0% | 2.8% | ||
| Q2 25 | 17.9% | 3.6% | ||
| Q1 25 | 5.5% | 3.4% | ||
| Q4 24 | 3.4% | -1.1% | ||
| Q3 24 | 12.2% | 0.1% | ||
| Q2 24 | 11.6% | -5.1% | ||
| Q1 24 | 13.4% | -7.4% |
净利率GELRELY
| Q4 25 | 4.5% | 9.3% | ||
| Q3 25 | 2.2% | 2.1% | ||
| Q2 25 | -0.1% | 1.6% | ||
| Q1 25 | -117.8% | 3.1% | ||
| Q4 24 | -12.4% | -1.6% | ||
| Q3 24 | -4.3% | 0.6% | ||
| Q2 24 | -2.0% | -3.9% | ||
| Q1 24 | 2.6% | -7.8% |
每股收益（稀释后）GELRELY
| Q4 25 | $0.04 | $0.19 | ||
| Q3 25 | $-0.05 | $0.04 | ||
| Q2 25 | $-0.12 | $0.03 | ||
| Q1 25 | $-4.06 | $0.05 | ||
| Q4 24 | $-0.58 | $-0.03 | ||
| Q3 24 | $-0.32 | $0.01 | ||
| Q2 24 | $-0.25 | $-0.06 | ||
| Q1 24 | $-0.09 | $-0.11 |
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 | $542.4M |
| 总债务越低越好 | $3.0B | — |
| 股东权益账面价值 | — | $868.8M |
| 总资产 | $4.9B | $1.5B |
| 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GELRELY
| Q4 25 | $6.4M | $542.4M | ||
| Q3 25 | $4.9M | $476.9M | ||
| Q2 25 | $4.5M | $515.9M | ||
| Q1 25 | $377.4M | $493.9M | ||
| Q4 24 | $7.4M | $368.1M | ||
| Q3 24 | $13.0M | $324.4M | ||
| Q2 24 | $13.7M | $185.2M | ||
| Q1 24 | $7.0M | $286.0M |
总债务GELRELY
| Q4 25 | $3.0B | — | ||
| Q3 25 | $3.1B | — | ||
| Q2 25 | $3.1B | — | ||
| Q1 25 | $3.4B | — | ||
| Q4 24 | $3.7B | — | ||
| Q3 24 | $4.0B | — | ||
| Q2 24 | $3.9B | — | ||
| Q1 24 | $3.8B | — |
股东权益GELRELY
| Q4 25 | — | $868.8M | ||
| Q3 25 | — | $797.2M | ||
| Q2 25 | — | $764.9M | ||
| Q1 25 | — | $723.5M | ||
| Q4 24 | — | $665.5M | ||
| Q3 24 | — | $630.8M | ||
| Q2 24 | — | $578.9M | ||
| Q1 24 | — | $549.4M |
总资产GELRELY
| Q4 25 | $4.9B | $1.5B | ||
| Q3 25 | $4.9B | $1.2B | ||
| Q2 25 | $4.8B | $1.2B | ||
| Q1 25 | $5.2B | $1.1B | ||
| Q4 24 | $7.0B | $1.0B | ||
| Q3 24 | $7.1B | $970.4M | ||
| Q2 24 | $7.0B | $950.2M | ||
| Q1 24 | $6.9B | $1.1B |
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 | $149.6M |
| 自由现金流经营现金流 - 资本支出 | $87.0M | $143.3M |
| 自由现金流率自由现金流/营收 | 19.7% | 32.4% |
| 资本支出强度资本支出/营收 | 5.4% | 1.4% |
| 现金转化率经营现金流/净利润 | 5.58× | 3.63× |
| 过去12个月自由现金流最近4个季度 | $65.9M | $288.7M |
8季度趋势，按日历期对齐
经营现金流GELRELY
| Q4 25 | $110.8M | $149.6M | ||
| Q3 25 | $70.3M | $1.4M | ||
| Q2 25 | $47.0M | $41.2M | ||
| Q1 25 | $24.8M | $132.9M | ||
| Q4 24 | $74.0M | $-27.3M | ||
| Q3 24 | $87.3M | $146.8M | ||
| Q2 24 | $104.7M | $48.9M | ||
| Q1 24 | $125.9M | $-56.8M |
自由现金流GELRELY
| Q4 25 | $87.0M | $143.3M | ||
| Q3 25 | $43.3M | $-2.1M | ||
| Q2 25 | $-7.6M | $28.6M | ||
| Q1 25 | $-56.8M | $118.9M | ||
| Q4 24 | $-47.1M | $-30.1M | ||
| Q3 24 | $-32.3M | $145.6M | ||
| Q2 24 | $-67.5M | $47.8M | ||
| Q1 24 | $-48.3M | $-57.8M |
自由现金流率GELRELY
| Q4 25 | 19.7% | 32.4% | ||
| Q3 25 | 10.5% | -0.5% | ||
| Q2 25 | -2.0% | 6.9% | ||
| Q1 25 | -14.3% | 32.9% | ||
| Q4 24 | -11.8% | -8.5% | ||
| Q3 24 | -8.1% | 43.3% | ||
| Q2 24 | -15.7% | 15.6% | ||
| Q1 24 | -11.1% | -21.5% |
资本支出强度GELRELY
| Q4 25 | 5.4% | 1.4% | ||
| Q3 25 | 6.5% | 0.8% | ||
| Q2 25 | 14.5% | 3.1% | ||
| Q1 25 | 20.5% | 3.9% | ||
| Q4 24 | 30.3% | 0.8% | ||
| Q3 24 | 30.1% | 0.3% | ||
| Q2 24 | 40.0% | 0.4% | ||
| Q1 24 | 40.1% | 0.4% |
现金转化率GELRELY
| Q4 25 | 5.58× | 3.63× | ||
| Q3 25 | 7.63× | 0.16× | ||
| Q2 25 | — | 6.30× | ||
| Q1 25 | — | 11.71× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 76.56× | ||
| Q2 24 | — | — | ||
| Q1 24 | 11.09× | — |
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% |
RELY
暂无分部数据
