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GLOBAL PARTNERS LP（GLP）与赫兹（HTZ）财务数据对比。点击上方公司名可切换其他公司
GLOBAL PARTNERS LP的季度营收约是赫兹的1.1倍（$2.2B vs $2.0B），GLOBAL PARTNERS LP净利率更高（1.1% vs -16.6%，领先17.8%），赫兹同比增速更快（11.0% vs 7.0%），过去两年GLOBAL PARTNERS LP的营收复合增速更高（0.2% vs -7.7%）
Global Partners LP是一家美国能源供应企业，2018年位列《财富》世界500强第361位，采用业主有限合伙制架构，核心业务为石油产品进口，深耕北美市场开展营销活动，批发的产品涵盖原油、柴油、汽油、取暖油及煤油等品类。
赫兹全球控股是美国知名汽车租赁企业，总部位于佛罗里达州埃斯特罗。公司运营赫兹同名核心品牌，同时拥有Dollar、Firefly、Thrifty等多个汽车租赁子品牌，业务覆盖全球广泛市场，为客户提供多元出行租赁解决方案。
GLP vs HTZ — 直观对比
营收规模更大
GLP
是对方的1.1倍
$2.0B
营收增速更快
HTZ
高出4.0%
7.0%
净利率更高
GLP
高出17.8%
-16.6%
两年增速更快
GLP
近两年复合增速
-7.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $2.0B |
| 净利润 | $25.1M | $-333.0M |
| 毛利率 | 11.9% | — |
| 营业利润率 | 2.6% | — |
| 净利率 | 1.1% | -16.6% |
| 营收同比 | 7.0% | 11.0% |
| 净利润同比 | 5.0% | 24.8% |
| 每股收益（稀释后） | — | $-1.06 |
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GLPHTZ
| Q1 26 | — | $2.0B | ||
| Q4 25 | $2.2B | $2.0B | ||
| Q3 25 | $2.2B | $2.5B | ||
| Q2 25 | $2.1B | $2.2B | ||
| Q1 25 | $2.2B | $1.8B | ||
| Q4 24 | $2.1B | $2.0B | ||
| Q3 24 | $2.1B | $2.6B | ||
| Q2 24 | $2.3B | $2.4B |
净利润GLPHTZ
| Q1 26 | — | $-333.0M | ||
| Q4 25 | $25.1M | $-194.0M | ||
| Q3 25 | $29.0M | $184.0M | ||
| Q2 25 | $25.2M | $-294.0M | ||
| Q1 25 | $18.7M | $-443.0M | ||
| Q4 24 | $23.9M | $-479.0M | ||
| Q3 24 | $45.9M | $-1.3B | ||
| Q2 24 | $46.1M | $-865.0M |
毛利率GLPHTZ
| Q1 26 | — | — | ||
| Q4 25 | 11.9% | — | ||
| Q3 25 | 12.1% | — | ||
| Q2 25 | 13.1% | — | ||
| Q1 25 | 11.7% | — | ||
| Q4 24 | 13.0% | — | ||
| Q3 24 | 13.4% | — | ||
| Q2 24 | 12.6% | — |
营业利润率GLPHTZ
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | -11.0% | ||
| Q3 25 | 2.7% | 9.4% | ||
| Q2 25 | 2.9% | -14.5% | ||
| Q1 25 | 2.6% | -29.0% | ||
| Q4 24 | 2.8% | -27.6% | ||
| Q3 24 | 3.9% | -62.9% | ||
| Q2 24 | 3.7% | -20.1% |
净利率GLPHTZ
| Q1 26 | — | -16.6% | ||
| Q4 25 | 1.1% | -9.6% | ||
| Q3 25 | 1.3% | 7.4% | ||
| Q2 25 | 1.2% | -13.5% | ||
| Q1 25 | 0.9% | -24.4% | ||
| Q4 24 | 1.2% | -23.5% | ||
| Q3 24 | 2.1% | -51.7% | ||
| Q2 24 | 2.0% | -36.8% |
每股收益（稀释后）GLPHTZ
| Q1 26 | — | $-1.06 | ||
| Q4 25 | — | $-0.46 | ||
| Q3 25 | — | $0.42 | ||
| Q2 25 | — | $-0.95 | ||
| Q1 25 | — | $-1.44 | ||
| Q4 24 | — | $-1.57 | ||
| Q3 24 | — | $-4.34 | ||
| Q2 24 | — | $-2.82 |
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 | — | $583.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | — |
| 总资产 | $3.9B | $23.3B |
| 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GLPHTZ
| Q1 26 | — | $583.0M | ||
| Q4 25 | — | $565.0M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $503.0M | ||
| Q1 25 | — | $626.0M | ||
| Q4 24 | — | $592.0M | ||
| Q3 24 | — | $501.0M | ||
| Q2 24 | — | $568.0M |
股东权益GLPHTZ
| Q1 26 | — | — | ||
| Q4 25 | — | $-459.0M | ||
| Q3 25 | — | $-317.0M | ||
| Q2 25 | — | $-504.0M | ||
| Q1 25 | — | $-262.0M | ||
| Q4 24 | — | $153.0M | ||
| Q3 24 | — | $681.0M | ||
| Q2 24 | — | $2.0B |
总资产GLPHTZ
| Q1 26 | — | $23.3B | ||
| Q4 25 | $3.9B | $22.3B | ||
| Q3 25 | $3.7B | $23.0B | ||
| Q2 25 | $3.8B | $23.1B | ||
| Q1 25 | $3.8B | $22.0B | ||
| Q4 24 | $3.8B | $21.8B | ||
| Q3 24 | $3.7B | $23.0B | ||
| Q2 24 | $3.8B | $25.2B |
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 | $101.0M | — |
| 自由现金流经营现金流 - 资本支出 | $62.2M | — |
| 自由现金流率自由现金流/营收 | 2.8% | — |
| 资本支出强度资本支出/营收 | 1.8% | 53.6% |
| 现金转化率经营现金流/净利润 | 4.03× | — |
| 过去12个月自由现金流最近4个季度 | $193.3M | — |
8季度趋势，按日历期对齐
经营现金流GLPHTZ
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $193.0M | ||
| Q3 25 | $19.0M | $835.0M | ||
| Q2 25 | $216.3M | $346.0M | ||
| Q1 25 | $-51.6M | $251.0M | ||
| Q4 24 | $67.2M | $414.0M | ||
| Q3 24 | $122.7M | $894.0M | ||
| Q2 24 | $24.3M | $546.0M |
自由现金流GLPHTZ
| Q1 26 | — | — | ||
| Q4 25 | $62.2M | — | ||
| Q3 25 | $-678.0K | — | ||
| Q2 25 | $201.3M | — | ||
| Q1 25 | $-69.5M | — | ||
| Q4 24 | $20.4M | — | ||
| Q3 24 | $98.4M | — | ||
| Q2 24 | $8.7M | — |
自由现金流率GLPHTZ
| Q1 26 | — | — | ||
| Q4 25 | 2.8% | — | ||
| Q3 25 | -0.0% | — | ||
| Q2 25 | 9.7% | — | ||
| Q1 25 | -3.2% | — | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 4.6% | — | ||
| Q2 24 | 0.4% | — |
资本支出强度GLPHTZ
| Q1 26 | — | 53.6% | ||
| Q4 25 | 1.8% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 0.7% | — | ||
| Q1 25 | 0.8% | — | ||
| Q4 24 | 2.3% | — | ||
| Q3 24 | 1.1% | — | ||
| Q2 24 | 0.7% | — |
现金转化率GLPHTZ
| Q1 26 | — | — | ||
| Q4 25 | 4.03× | — | ||
| Q3 25 | 0.66× | 4.54× | ||
| Q2 25 | 8.58× | — | ||
| Q1 25 | -2.76× | — | ||
| Q4 24 | 2.82× | — | ||
| Q3 24 | 2.67× | — | ||
| Q2 24 | 0.53× | — |
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
GLP
| Gasoline | $1.0B | 46% |
| Refined Petroleum Products Renewable Fuels Crude Oil And Propane | $884.7M | 40% |
| Commercial Segment | $187.6M | 8% |
| Station Operations | $110.5M | 5% |
HTZ
暂无分部数据
