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GLOBAL PARTNERS LP(GLP)与诺唯真游轮控股(LINE)财务数据对比。点击上方公司名可切换其他公司
GLOBAL PARTNERS LP的季度营收约是诺唯真游轮控股的1.7倍($2.2B vs $1.3B),GLOBAL PARTNERS LP净利率更高(1.1% vs -3.9%,领先5.1%),GLOBAL PARTNERS LP同比增速更快(7.0% vs 0.4%),过去两年GLOBAL PARTNERS LP的营收复合增速更高(0.2% vs -1.2%)
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。
诺唯真游轮控股是一家总部位于美国、注册地为百慕大的企业,旗下全资运营诺唯真游轮、大洋游轮、丽晶七海游轮三大品牌,合并业务规模位列全球游轮运营商第三位,目前在纽约证券交易所挂牌上市。
GLP vs LINE — 直观对比
营收规模更大
GLP
是对方的1.7倍
$1.3B
营收增速更快
GLP
高出6.6%
0.4%
净利率更高
GLP
高出5.1%
-3.9%
两年增速更快
GLP
近两年复合增速
-1.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.2B | $1.3B |
| 净利润 | $25.1M | $-51.0M |
| 毛利率 | 11.9% | — |
| 营业利润率 | 2.6% | 2.8% |
| 净利率 | 1.1% | -3.9% |
| 营收同比 | 7.0% | 0.4% |
| 净利润同比 | 5.0% | — |
| 每股收益(稀释后) | — | $-0.18 |
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
GLP
LINE
| Q1 26 | — | $1.3B | ||
| Q4 25 | $2.2B | — | ||
| Q3 25 | $2.2B | $1.4B | ||
| Q2 25 | $2.1B | $1.4B | ||
| Q1 25 | $2.2B | $1.3B | ||
| Q4 24 | $2.1B | $1.3B | ||
| Q3 24 | $2.1B | $1.3B | ||
| Q2 24 | $2.3B | $1.3B |
净利润
GLP
LINE
| Q1 26 | — | $-51.0M | ||
| Q4 25 | $25.1M | — | ||
| Q3 25 | $29.0M | $-100.0M | ||
| Q2 25 | $25.2M | $-6.0M | ||
| Q1 25 | $18.7M | $0 | ||
| Q4 24 | $23.9M | $-71.0M | ||
| Q3 24 | $45.9M | $-485.0M | ||
| Q2 24 | $46.1M | $-68.0M |
毛利率
GLP
LINE
| Q1 26 | — | — | ||
| Q4 25 | 11.9% | — | ||
| Q3 25 | 12.1% | 32.3% | ||
| Q2 25 | 13.1% | 31.9% | ||
| Q1 25 | 11.7% | 32.2% | ||
| Q4 24 | 13.0% | 32.3% | ||
| Q3 24 | 13.4% | 32.8% | ||
| Q2 24 | 12.6% | 33.4% |
营业利润率
GLP
LINE
| Q1 26 | — | 2.8% | ||
| Q4 25 | 2.6% | — | ||
| Q3 25 | 2.7% | 2.5% | ||
| Q2 25 | 2.9% | 1.7% | ||
| Q1 25 | 2.6% | 4.3% | ||
| Q4 24 | 2.8% | -1.6% | ||
| Q3 24 | 3.9% | -38.6% | ||
| Q2 24 | 3.7% | 5.5% |
净利率
GLP
LINE
| Q1 26 | — | -3.9% | ||
| Q4 25 | 1.1% | — | ||
| Q3 25 | 1.3% | -7.3% | ||
| Q2 25 | 1.2% | -0.4% | ||
| Q1 25 | 0.9% | — | ||
| Q4 24 | 1.2% | -5.3% | ||
| Q3 24 | 2.1% | -36.3% | ||
| Q2 24 | 2.0% | -5.1% |
每股收益(稀释后)
GLP
LINE
| Q1 26 | — | $-0.18 | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $-0.44 | ||
| Q2 25 | — | $-0.03 | ||
| Q1 25 | — | $0.01 | ||
| Q4 24 | — | $-0.52 | ||
| Q3 24 | — | $-2.44 | ||
| Q2 24 | — | $-0.46 |
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 | — | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $8.1B |
| 总资产 | $3.9B | $19.0B |
| 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
GLP
LINE
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $173.0M | ||
| Q3 24 | — | $409.0M | ||
| Q2 24 | — | $73.0M |
股东权益
GLP
LINE
| Q1 26 | — | $8.1B | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $8.4B | ||
| Q2 25 | — | $8.6B | ||
| Q1 25 | — | $8.6B | ||
| Q4 24 | — | $8.6B | ||
| Q3 24 | — | $9.0B | ||
| Q2 24 | — | $4.9B |
总资产
GLP
LINE
| Q1 26 | — | $19.0B | ||
| Q4 25 | $3.9B | — | ||
| Q3 25 | $3.7B | $19.2B | ||
| Q2 25 | $3.8B | $19.4B | ||
| Q1 25 | $3.8B | $18.8B | ||
| Q4 24 | $3.8B | $18.7B | ||
| Q3 24 | $3.7B | $19.3B | ||
| Q2 24 | $3.8B | $18.8B |
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 | $130.0M |
| 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% | 2.4% |
| 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
GLP
LINE
| Q1 26 | — | $130.0M | ||
| Q4 25 | $101.0M | — | ||
| Q3 25 | $19.0M | $230.0M | ||
| Q2 25 | $216.3M | $258.0M | ||
| Q1 25 | $-51.6M | $139.0M | ||
| Q4 24 | $67.2M | — | ||
| Q3 24 | $122.7M | $186.0M | ||
| Q2 24 | $24.3M | $155.0M |
自由现金流
GLP
LINE
| Q1 26 | — | — | ||
| Q4 25 | $62.2M | — | ||
| Q3 25 | $-678.0K | $35.0M | ||
| Q2 25 | $201.3M | $95.0M | ||
| Q1 25 | $-69.5M | $-12.0M | ||
| Q4 24 | $20.4M | — | ||
| Q3 24 | $98.4M | $33.0M | ||
| Q2 24 | $8.7M | $-31.0M |
自由现金流率
GLP
LINE
| Q1 26 | — | — | ||
| Q4 25 | 2.8% | — | ||
| Q3 25 | -0.0% | 2.5% | ||
| Q2 25 | 9.7% | 7.0% | ||
| Q1 25 | -3.2% | -0.9% | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 4.6% | 2.5% | ||
| Q2 24 | 0.4% | -2.3% |
资本支出强度
GLP
LINE
| Q1 26 | — | 2.4% | ||
| Q4 25 | 1.8% | — | ||
| Q3 25 | 0.9% | 14.2% | ||
| Q2 25 | 0.7% | 12.1% | ||
| Q1 25 | 0.8% | 11.7% | ||
| Q4 24 | 2.3% | — | ||
| Q3 24 | 1.1% | 11.5% | ||
| Q2 24 | 0.7% | 13.9% |
现金转化率
GLP
LINE
| Q1 26 | — | — | ||
| Q4 25 | 4.03× | — | ||
| Q3 25 | 0.66× | — | ||
| 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% |
LINE
暂无分部数据