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Hess Midstream LP（HESM）与PREFORMED LINE PRODUCTS CO（PLPC）财务数据对比。点击上方公司名可切换其他公司
Hess Midstream LP的季度营收约是PREFORMED LINE PRODUCTS CO的1.2倍（$204.1M vs $173.1M），Hess Midstream LP净利率更高（77.3% vs 4.9%，领先72.4%），PREFORMED LINE PRODUCTS CO同比增速更快（3.6% vs 2.1%），过去两年PREFORMED LINE PRODUCTS CO的营收复合增速更高（10.8% vs -25.3%）
赫斯是美国全球化独立能源企业，主要从事原油与天然气的勘探、生产业务。公司于1968年由赫斯石油化工和阿美拉达石油合并成立，2023年10月同意被雪佛龙收购，相关交易已于2025年7月完成交割。
预成型线路产品公司（PLPC）研发、生产和销售适用于输配电、通信及可再生能源基建领域的工程硬件组件，服务全球多地的公用事业、网络运营商及工业客户，提供可提升网络可靠性与运营效率的解决方案。
HESM vs PLPC — 直观对比
营收规模更大
HESM
是对方的1.2倍
$173.1M
营收增速更快
PLPC
高出1.5%
2.1%
净利率更高
HESM
高出72.4%
4.9%
两年增速更快
PLPC
近两年复合增速
-25.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $204.1M | $173.1M |
| 净利润 | $157.7M | $8.4M |
| 毛利率 | — | 29.8% |
| 营业利润率 | 116.7% | 6.8% |
| 净利率 | 77.3% | 4.9% |
| 营收同比 | 2.1% | 3.6% |
| 净利润同比 | -2.3% | -19.3% |
| 每股收益（稀释后） | $0.68 | $1.72 |
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HESMPLPC
| Q1 26 | $204.1M | — | ||
| Q4 25 | $404.2M | $173.1M | ||
| Q3 25 | $420.9M | $178.1M | ||
| Q2 25 | $414.2M | $169.6M | ||
| Q1 25 | $382.0M | $148.5M | ||
| Q4 24 | $395.9M | $167.1M | ||
| Q3 24 | $378.5M | $147.0M | ||
| Q2 24 | $365.5M | $138.7M |
净利润HESMPLPC
| Q1 26 | $157.7M | — | ||
| Q4 25 | $93.3M | $8.4M | ||
| Q3 25 | $97.7M | $2.6M | ||
| Q2 25 | $90.3M | $12.7M | ||
| Q1 25 | $71.6M | $11.5M | ||
| Q4 24 | $70.4M | $10.5M | ||
| Q3 24 | $58.6M | $7.7M | ||
| Q2 24 | $49.5M | $9.4M |
毛利率HESMPLPC
| Q1 26 | — | — | ||
| Q4 25 | — | 29.8% | ||
| Q3 25 | — | 29.7% | ||
| Q2 25 | — | 32.7% | ||
| Q1 25 | — | 32.8% | ||
| Q4 24 | — | 33.3% | ||
| Q3 24 | — | 31.1% | ||
| Q2 24 | — | 31.9% |
营业利润率HESMPLPC
| Q1 26 | 116.7% | — | ||
| Q4 25 | 62.2% | 6.8% | ||
| Q3 25 | 61.5% | 7.4% | ||
| Q2 25 | 62.8% | 10.1% | ||
| Q1 25 | 62.1% | 8.8% | ||
| Q4 24 | 61.4% | 10.5% | ||
| Q3 24 | 61.2% | 7.1% | ||
| Q2 24 | 60.8% | 8.1% |
净利率HESMPLPC
| Q1 26 | 77.3% | — | ||
| Q4 25 | 23.1% | 4.9% | ||
| Q3 25 | 23.2% | 1.5% | ||
| Q2 25 | 21.8% | 7.5% | ||
| Q1 25 | 18.7% | 7.8% | ||
| Q4 24 | 17.8% | 6.3% | ||
| Q3 24 | 15.5% | 5.2% | ||
| Q2 24 | 13.5% | 6.8% |
每股收益（稀释后）HESMPLPC
| Q1 26 | $0.68 | — | ||
| Q4 25 | — | $1.72 | ||
| Q3 25 | — | $0.53 | ||
| Q2 25 | — | $2.56 | ||
| Q1 25 | — | $2.33 | ||
| Q4 24 | — | $2.13 | ||
| Q3 24 | — | $1.54 | ||
| Q2 24 | — | $1.89 |
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 | — | $38.3M |
| 股东权益账面价值 | — | $475.5M |
| 总资产 | — | $653.6M |
| 负债/权益比越低杠杆越低 | — | 0.08× |
8季度趋势，按日历期对齐
现金及短期投资HESMPLPC
| Q1 26 | — | — | ||
| Q4 25 | $1.9M | — | ||
| Q3 25 | $5.5M | — | ||
| Q2 25 | $4.5M | — | ||
| Q1 25 | $6.1M | — | ||
| Q4 24 | $4.3M | — | ||
| Q3 24 | $10.3M | — | ||
| Q2 24 | $99.6M | — |
总债务HESMPLPC
| Q1 26 | — | — | ||
| Q4 25 | $3.8B | $38.3M | ||
| Q3 25 | — | $36.0M | ||
| Q2 25 | — | $31.8M | ||
| Q1 25 | — | $29.1M | ||
| Q4 24 | $3.5B | $20.8M | ||
| Q3 24 | — | $27.2M | ||
| Q2 24 | — | $31.6M |
股东权益HESMPLPC
| Q1 26 | — | — | ||
| Q4 25 | — | $475.5M | ||
| Q3 25 | — | $466.3M | ||
| Q2 25 | — | $460.7M | ||
| Q1 25 | — | $435.8M | ||
| Q4 24 | — | $422.3M | ||
| Q3 24 | — | $429.0M | ||
| Q2 24 | — | $416.2M |
总资产HESMPLPC
| Q1 26 | — | — | ||
| Q4 25 | $4.4B | $653.6M | ||
| Q3 25 | $4.4B | $644.6M | ||
| Q2 25 | $4.4B | $631.5M | ||
| Q1 25 | $4.3B | $592.5M | ||
| Q4 24 | $4.2B | $573.9M | ||
| Q3 24 | $4.1B | $592.0M | ||
| Q2 24 | $4.1B | $572.6M |
负债/权益比HESMPLPC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.08× | ||
| Q3 25 | — | 0.08× | ||
| Q2 25 | — | 0.07× | ||
| Q1 25 | — | 0.07× | ||
| Q4 24 | — | 0.05× | ||
| Q3 24 | — | 0.06× | ||
| Q2 24 | — | 0.08× |
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 | $253.3M | $21.9M |
| 自由现金流经营现金流 - 资本支出 | — | $11.8M |
| 自由现金流率自由现金流/营收 | — | 6.8% |
| 资本支出强度资本支出/营收 | 51.4% | 5.9% |
| 现金转化率经营现金流/净利润 | 1.61× | 2.60× |
| 过去12个月自由现金流最近4个季度 | — | $33.3M |
8季度趋势，按日历期对齐
经营现金流HESMPLPC
| Q1 26 | $253.3M | — | ||
| Q4 25 | $245.6M | $21.9M | ||
| Q3 25 | $258.9M | $18.9M | ||
| Q2 25 | $276.9M | $26.9M | ||
| Q1 25 | $202.4M | $5.7M | ||
| Q4 24 | $258.5M | $24.1M | ||
| Q3 24 | $224.9M | $9.4M | ||
| Q2 24 | $271.6M | $28.3M |
自由现金流HESMPLPC
| Q1 26 | — | — | ||
| Q4 25 | $178.9M | $11.8M | ||
| Q3 25 | $178.9M | $8.3M | ||
| Q2 25 | $213.5M | $18.6M | ||
| Q1 25 | $156.9M | $-5.3M | ||
| Q4 24 | $163.4M | $20.6M | ||
| Q3 24 | $132.6M | $5.8M | ||
| Q2 24 | $207.7M | $24.6M |
自由现金流率HESMPLPC
| Q1 26 | — | — | ||
| Q4 25 | 44.3% | 6.8% | ||
| Q3 25 | 42.5% | 4.7% | ||
| Q2 25 | 51.5% | 10.9% | ||
| Q1 25 | 41.1% | -3.6% | ||
| Q4 24 | 41.3% | 12.3% | ||
| Q3 24 | 35.0% | 3.9% | ||
| Q2 24 | 56.8% | 17.7% |
资本支出强度HESMPLPC
| Q1 26 | 51.4% | — | ||
| Q4 25 | 16.5% | 5.9% | ||
| Q3 25 | 19.0% | 6.0% | ||
| Q2 25 | 15.3% | 4.9% | ||
| Q1 25 | 11.9% | 7.4% | ||
| Q4 24 | 24.0% | 2.1% | ||
| Q3 24 | 24.4% | 2.4% | ||
| Q2 24 | 17.5% | 2.7% |
现金转化率HESMPLPC
| Q1 26 | 1.61× | — | ||
| Q4 25 | 2.63× | 2.60× | ||
| Q3 25 | 2.65× | 7.21× | ||
| Q2 25 | 3.07× | 2.12× | ||
| Q1 25 | 2.83× | 0.49× | ||
| Q4 24 | 3.67× | 2.30× | ||
| Q3 24 | 3.84× | 1.22× | ||
| Q2 24 | 5.49× | 3.02× |
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
HESM
| Affiliate services | $197.9M | 97% |
| Third-party services | $6.2M | 3% |
PLPC
暂无分部数据
