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Hudbay Minerals Inc.(HBM)与MP Materials Corp.(MP)财务数据对比。点击上方公司名可切换其他公司
Hudbay Minerals Inc.的季度营收约是MP Materials Corp.的38.4倍($2.0B vs $52.7M)。MP Materials Corp.净利率更高(17.9% vs 3.4%,领先14.5%)。过去两年Hudbay Minerals Inc.的营收复合增速更高(161.7% vs 4.0%)
哈德贝矿业是加拿大矿业企业,主营铜、金、银、锌、钼等矿产的生产开采。2024年公司铜产量达13.79万吨、黄金33.22万盎司、白银398.39万盎司、锌3.33万吨、钼1323吨,当年营收中铜销售占比57%,黄金占33%,锌占4%。
MP Materials Corp.是总部位于美国的稀土材料生产商,拥有并运营加利福尼亚州芒廷帕斯矿,这是西半球唯一在产的稀土开采及加工设施,所产核心材料可广泛应用于电动汽车、风力发电机、国防工业等多个关键领域。
HBM vs MP — 直观对比
营收规模更大
HBM
是对方的38.4倍
$52.7M
净利率更高
MP
高出14.5%
3.4%
两年增速更快
HBM
近两年复合增速
4.0%
损益表 — Q1 2026 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $2.0B | $52.7M |
| 净利润 | $67.8M | $9.4M |
| 毛利率 | 27.4% | — |
| 营业利润率 | — | -7.0% |
| 净利率 | 3.4% | 17.9% |
| 营收同比 | — | -13.6% |
| 净利润同比 | — | 142.2% |
| 每股收益(稀释后) | — | $0.07 |
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
HBM
MP
| Q1 26 | $2.0B | — | ||
| Q4 25 | $1.5B | $52.7M | ||
| Q3 25 | — | $53.6M | ||
| Q2 25 | $110.9K | $57.4M | ||
| Q1 25 | $525.0M | $60.8M | ||
| Q4 24 | $1.4B | $61.0M | ||
| Q3 24 | $5.3K | $62.9M | ||
| Q2 24 | $113.3K | $31.3M |
净利润
HBM
MP
| Q1 26 | $67.8M | — | ||
| Q4 25 | — | $9.4M | ||
| Q3 25 | — | $-41.8M | ||
| Q2 25 | — | $-30.9M | ||
| Q1 25 | $18.5M | $-22.6M | ||
| Q4 24 | — | $-22.3M | ||
| Q3 24 | — | $-25.5M | ||
| Q2 24 | — | $-34.1M |
毛利率
HBM
MP
| Q1 26 | 27.4% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 29.0% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率
HBM
MP
| Q1 26 | — | — | ||
| Q4 25 | — | -7.0% | ||
| Q3 25 | — | -125.2% | ||
| Q2 25 | — | -76.5% | ||
| Q1 25 | — | -57.2% | ||
| Q4 24 | — | -72.1% | ||
| Q3 24 | — | -62.8% | ||
| Q2 24 | — | -171.1% |
净利率
HBM
MP
| Q1 26 | 3.4% | — | ||
| Q4 25 | — | 17.9% | ||
| Q3 25 | — | -78.0% | ||
| Q2 25 | — | -53.8% | ||
| Q1 25 | 3.5% | -37.2% | ||
| Q4 24 | — | -36.6% | ||
| Q3 24 | — | -40.5% | ||
| Q2 24 | — | -108.9% |
每股收益(稀释后)
HBM
MP
| Q1 26 | — | — | ||
| Q4 25 | — | $0.07 | ||
| Q3 25 | — | $-0.24 | ||
| Q2 25 | — | $-0.19 | ||
| Q1 25 | — | $-0.14 | ||
| Q4 24 | — | $-0.12 | ||
| Q3 24 | — | $-0.16 | ||
| Q2 24 | — | $-0.21 |
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 | — | $1.2B |
| 总债务越低越好 | — | $998.7M |
| 股东权益账面价值 | — | $2.0B |
| 总资产 | — | $3.9B |
| 负债/权益比越低杠杆越低 | — | 0.50× |
8季度趋势,按日历期对齐
现金及短期投资
HBM
MP
| Q1 26 | — | — | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $261.5M | ||
| Q1 25 | — | $198.3M | ||
| Q4 24 | — | $282.4M | ||
| Q3 24 | — | $284.4M | ||
| Q2 24 | — | $295.6M |
总债务
HBM
MP
| Q1 26 | — | — | ||
| Q4 25 | — | $998.7M | ||
| Q3 25 | — | $997.3M | ||
| Q2 25 | — | $910.8M | ||
| Q1 25 | — | $909.8M | ||
| Q4 24 | — | $908.7M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
HBM
MP
| Q1 26 | — | — | ||
| Q4 25 | — | $2.0B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.1B |
总资产
HBM
MP
| Q1 26 | — | — | ||
| Q4 25 | — | $3.9B | ||
| Q3 25 | — | $3.8B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | — | $2.4B |
负债/权益比
HBM
MP
| Q1 26 | — | — | ||
| Q4 25 | — | 0.50× | ||
| Q3 25 | — | 0.51× | ||
| Q2 25 | — | 0.90× | ||
| Q1 25 | — | 0.88× | ||
| Q4 24 | — | 0.86× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $-46.9M |
| 自由现金流经营现金流 - 资本支出 | — | $-109.3M |
| 自由现金流率自由现金流/营收 | — | -207.4% |
| 资本支出强度资本支出/营收 | — | 118.5% |
| 现金转化率经营现金流/净利润 | — | -4.97× |
| 过去12个月自由现金流最近4个季度 | — | $-328.1M |
8季度趋势,按日历期对齐
经营现金流
HBM
MP
| Q1 26 | — | — | ||
| Q4 25 | — | $-46.9M | ||
| Q3 25 | — | $-42.0M | ||
| Q2 25 | — | $-3.7M | ||
| Q1 25 | — | $-63.2M | ||
| Q4 24 | — | $30.5M | ||
| Q3 24 | — | $-6.8M | ||
| Q2 24 | — | $30.8M |
自由现金流
HBM
MP
| Q1 26 | — | — | ||
| Q4 25 | — | $-109.3M | ||
| Q3 25 | — | $-92.5M | ||
| Q2 25 | — | $-32.7M | ||
| Q1 25 | — | $-93.7M | ||
| Q4 24 | — | $-11.2M | ||
| Q3 24 | — | $-53.3M | ||
| Q2 24 | — | $-15.6M |
自由现金流率
HBM
MP
| Q1 26 | — | — | ||
| Q4 25 | — | -207.4% | ||
| Q3 25 | — | -172.8% | ||
| Q2 25 | — | -56.9% | ||
| Q1 25 | — | -154.0% | ||
| Q4 24 | — | -18.3% | ||
| Q3 24 | — | -84.7% | ||
| Q2 24 | — | -50.1% |
资本支出强度
HBM
MP
| Q1 26 | — | — | ||
| Q4 25 | — | 118.5% | ||
| Q3 25 | — | 94.3% | ||
| Q2 25 | — | 50.5% | ||
| Q1 25 | — | 50.1% | ||
| Q4 24 | — | 68.3% | ||
| Q3 24 | — | 73.8% | ||
| Q2 24 | — | 148.7% |
现金转化率
HBM
MP
| Q1 26 | — | — | ||
| Q4 25 | — | -4.97× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图