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Hippo Holdings Inc.（HIPO）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
Hippo Holdings Inc.的季度营收约是MP Materials Corp.的1.3倍（$120.4M vs $90.6M），Hippo Holdings Inc.净利率更高（5.0% vs -8.8%，领先13.8%），MP Materials Corp.同比增速更快（49.1% vs 18.2%），过去两年MP Materials Corp.的营收复合增速更高（70.3% vs 18.9%）
河马谷庄园是一座甘蔗种植园，坐落于津巴布韦东南部奇雷济区奇雷济镇附近，位于伦迪河沿岸，毗邻莫桑比克边境，是当地重要的蔗糖产业园区。
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。
HIPO vs MP — 直观对比
营收规模更大
HIPO
是对方的1.3倍
$90.6M
营收增速更快
MP
高出30.9%
18.2%
净利率更高
HIPO
高出13.8%
-8.8%
两年增速更快
MP
近两年复合增速
18.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $120.4M | $90.6M |
| 净利润 | $6.0M | $-8.0M |
| 毛利率 | — | — |
| 营业利润率 | 5.6% | — |
| 净利率 | 5.0% | -8.8% |
| 营收同比 | 18.2% | 49.1% |
| 净利润同比 | -86.4% | 64.8% |
| 每股收益（稀释后） | $0.31 | $-0.04 |
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HIPOMP
| Q1 26 | — | $90.6M | ||
| Q4 25 | $120.4M | $52.7M | ||
| Q3 25 | $120.6M | $53.6M | ||
| Q2 25 | $117.3M | $57.4M | ||
| Q1 25 | $110.3M | $60.8M | ||
| Q4 24 | $101.9M | $61.0M | ||
| Q3 24 | $95.5M | $62.9M | ||
| Q2 24 | $89.6M | $31.3M |
净利润HIPOMP
| Q1 26 | — | $-8.0M | ||
| Q4 25 | $6.0M | $9.4M | ||
| Q3 25 | $98.1M | $-41.8M | ||
| Q2 25 | $1.3M | $-30.9M | ||
| Q1 25 | $-47.7M | $-22.6M | ||
| Q4 24 | $44.2M | $-22.3M | ||
| Q3 24 | $-8.5M | $-25.5M | ||
| Q2 24 | $-40.5M | $-34.1M |
营业利润率HIPOMP
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | -7.0% | ||
| Q3 25 | 81.3% | -125.2% | ||
| Q2 25 | 3.4% | -76.5% | ||
| Q1 25 | -41.3% | -57.2% | ||
| Q4 24 | 46.3% | -72.1% | ||
| Q3 24 | -5.4% | -62.8% | ||
| Q2 24 | -40.7% | -171.1% |
净利率HIPOMP
| Q1 26 | — | -8.8% | ||
| Q4 25 | 5.0% | 17.9% | ||
| Q3 25 | 81.3% | -78.0% | ||
| Q2 25 | 1.1% | -53.8% | ||
| Q1 25 | -43.2% | -37.2% | ||
| Q4 24 | 43.4% | -36.6% | ||
| Q3 24 | -8.9% | -40.5% | ||
| Q2 24 | -45.2% | -108.9% |
每股收益（稀释后）HIPOMP
| Q1 26 | — | $-0.04 | ||
| Q4 25 | $0.31 | $0.07 | ||
| Q3 25 | $3.77 | $-0.24 | ||
| Q2 25 | $0.05 | $-0.19 | ||
| Q1 25 | $-1.91 | $-0.14 | ||
| Q4 24 | $1.81 | $-0.12 | ||
| Q3 24 | $-0.34 | $-0.16 | ||
| Q2 24 | $-1.64 | $-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 | $218.3M | $1.7B |
| 总债务越低越好 | — | $1.0B |
| 股东权益账面价值 | $436.1M | $2.0B |
| 总资产 | $1.9B | $3.8B |
| 负债/权益比越低杠杆越低 | — | 0.51× |
8季度趋势，按日历期对齐
现金及短期投资HIPOMP
| Q1 26 | — | $1.7B | ||
| Q4 25 | $218.3M | $1.2B | ||
| Q3 25 | $247.7M | $1.1B | ||
| Q2 25 | $198.9M | $261.5M | ||
| Q1 25 | $140.9M | $198.3M | ||
| Q4 24 | $197.6M | $282.4M | ||
| Q3 24 | $191.2M | $284.4M | ||
| Q2 24 | $175.9M | $295.6M |
总债务HIPOMP
| Q1 26 | — | $1.0B | ||
| 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HIPOMP
| Q1 26 | — | $2.0B | ||
| Q4 25 | $436.1M | $2.0B | ||
| Q3 25 | $421.5M | $2.0B | ||
| Q2 25 | $332.5M | $1.0B | ||
| Q1 25 | $322.8M | $1.0B | ||
| Q4 24 | $362.1M | $1.1B | ||
| Q3 24 | $326.4M | $1.1B | ||
| Q2 24 | $322.6M | $1.1B |
总资产HIPOMP
| Q1 26 | — | $3.8B | ||
| Q4 25 | $1.9B | $3.9B | ||
| Q3 25 | $1.9B | $3.8B | ||
| Q2 25 | $1.7B | $2.3B | ||
| Q1 25 | $1.5B | $2.4B | ||
| Q4 24 | $1.5B | $2.3B | ||
| Q3 24 | $1.5B | $2.3B | ||
| Q2 24 | $1.5B | $2.4B |
负债/权益比HIPOMP
| Q1 26 | — | 0.51× | ||
| 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 | $9.2M | $-1.9M |
| 自由现金流经营现金流 - 资本支出 | $9.1M | — |
| 自由现金流率自由现金流/营收 | 7.6% | — |
| 资本支出强度资本支出/营收 | 0.1% | — |
| 现金转化率经营现金流/净利润 | 1.53× | — |
| 过去12个月自由现金流最近4个季度 | $14.8M | — |
8季度趋势，按日历期对齐
经营现金流HIPOMP
| Q1 26 | — | $-1.9M | ||
| Q4 25 | $9.2M | $-46.9M | ||
| Q3 25 | $16.9M | $-42.0M | ||
| Q2 25 | $24.7M | $-3.7M | ||
| Q1 25 | $-35.6M | $-63.2M | ||
| Q4 24 | $47.5M | $30.5M | ||
| Q3 24 | $46.8M | $-6.8M | ||
| Q2 24 | $-10.6M | $30.8M |
自由现金流HIPOMP
| Q1 26 | — | — | ||
| Q4 25 | $9.1M | $-109.3M | ||
| Q3 25 | $16.8M | $-92.5M | ||
| Q2 25 | $24.6M | $-32.7M | ||
| Q1 25 | $-35.7M | $-93.7M | ||
| Q4 24 | $47.2M | $-11.2M | ||
| Q3 24 | — | $-53.3M | ||
| Q2 24 | $-10.7M | $-15.6M |
自由现金流率HIPOMP
| Q1 26 | — | — | ||
| Q4 25 | 7.6% | -207.4% | ||
| Q3 25 | 13.9% | -172.8% | ||
| Q2 25 | 21.0% | -56.9% | ||
| Q1 25 | -32.4% | -154.0% | ||
| Q4 24 | 46.3% | -18.3% | ||
| Q3 24 | — | -84.7% | ||
| Q2 24 | -11.9% | -50.1% |
资本支出强度HIPOMP
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 118.5% | ||
| Q3 25 | 0.1% | 94.3% | ||
| Q2 25 | 0.1% | 50.5% | ||
| Q1 25 | 0.1% | 50.1% | ||
| Q4 24 | 0.3% | 68.3% | ||
| Q3 24 | 0.0% | 73.8% | ||
| Q2 24 | 0.1% | 148.7% |
现金转化率HIPOMP
| Q1 26 | — | — | ||
| Q4 25 | 1.53× | -4.97× | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | 19.00× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.07× | — | ||
| 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
业务分部营收拆解
HIPO
暂无分部数据
MP
| Materials Segment | $72.2M | 80% |
| Magnetics Segment | $21.1M | 23% |
