vs
Intuit（INTU）与MPLX LP（MPLX）财务数据对比。点击上方公司名可切换其他公司
Intuit的季度营收约是MPLX LP的1.6倍（$3.9B vs $2.5B），MPLX LP净利率更高（49.1% vs 11.5%，领先37.6%），Intuit同比增速更快（18.3% vs 1.4%），MPLX LP自由现金流更多（$782.0M vs $599.0M），过去两年Intuit的营收复合增速更高（7.1% vs 6.2%）
Intuit是总部位于美国加利福尼亚州山景城的跨国商业软件企业，专注于财务软件领域，现任首席执行官为萨桑·古达齐。旗下核心产品包括报税软件TurboTax、小微企业会计软件QuickBooks、信用监测及个人理财服务Credit Karma、邮件营销平台Mailchimp，服务覆盖个人及企业财税、营销等多个场景。
MPLX LP旗下子公司MarkWest Energy Partners是美国业主有限合伙企业，主营天然气收集、加工及运输业务。该公司1988年成立于科罗拉多州丹佛市，曾发展为科罗拉多州第13大企业，2015年被马拉松石油旗下的MPLX收购。
INTU vs MPLX — 直观对比
营收规模更大
INTU
是对方的1.6倍
$2.5B
营收增速更快
INTU
高出16.9%
1.4%
净利率更高
MPLX
高出37.6%
11.5%
自由现金流更多
MPLX
多$183.0M
$599.0M
两年增速更快
INTU
近两年复合增速
6.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.9B | $2.5B |
| 净利润 | $446.0M | $1.2B |
| 毛利率 | — | — |
| 营业利润率 | 13.7% | 60.5% |
| 净利率 | 11.5% | 49.1% |
| 营收同比 | 18.3% | 1.4% |
| 净利润同比 | 126.4% | 8.5% |
| 每股收益（稀释后） | $1.59 | — |
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INTUMPLX
| Q4 25 | $3.9B | $2.5B | ||
| Q3 25 | $3.8B | $2.5B | ||
| Q2 25 | $7.8B | $2.4B | ||
| Q1 25 | $4.0B | $2.5B | ||
| Q4 24 | $3.3B | $2.4B | ||
| Q3 24 | $3.2B | $2.3B | ||
| Q2 24 | $6.7B | $2.3B | ||
| Q1 24 | $3.4B | $2.2B |
净利润INTUMPLX
| Q4 25 | $446.0M | $1.2B | ||
| Q3 25 | $381.0M | $1.6B | ||
| Q2 25 | $2.8B | $1.1B | ||
| Q1 25 | $471.0M | $1.1B | ||
| Q4 24 | $197.0M | $1.1B | ||
| Q3 24 | $-20.0M | $1.0B | ||
| Q2 24 | $2.4B | $1.2B | ||
| Q1 24 | $353.0M | $1.0B |
营业利润率INTUMPLX
| Q4 25 | 13.7% | 60.5% | ||
| Q3 25 | 8.8% | 73.2% | ||
| Q2 25 | 48.0% | 54.9% | ||
| Q1 25 | 15.0% | 55.5% | ||
| Q4 24 | 8.3% | 55.6% | ||
| Q3 24 | -4.7% | 54.4% | ||
| Q2 24 | 46.1% | 62.9% | ||
| Q1 24 | 10.9% | 57.6% |
净利率INTUMPLX
| Q4 25 | 11.5% | 49.1% | ||
| Q3 25 | 9.9% | 63.2% | ||
| Q2 25 | 36.4% | 44.9% | ||
| Q1 25 | 11.9% | 46.2% | ||
| Q4 24 | 6.0% | 45.9% | ||
| Q3 24 | -0.6% | 44.6% | ||
| Q2 24 | 35.5% | 52.6% | ||
| Q1 24 | 10.4% | 46.7% |
每股收益（稀释后）INTUMPLX
| Q4 25 | $1.59 | — | ||
| Q3 25 | $1.28 | — | ||
| Q2 25 | $10.02 | — | ||
| Q1 25 | $1.67 | — | ||
| Q4 24 | $0.70 | — | ||
| Q3 24 | $-0.09 | — | ||
| Q2 24 | $8.42 | — | ||
| Q1 24 | $1.25 | — |
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 | $3.5B | $2.1B |
| 总债务越低越好 | $6.1B | $24.2B |
| 股东权益账面价值 | $19.3B | — |
| 总资产 | $33.2B | $43.0B |
| 负债/权益比越低杠杆越低 | 0.32× | — |
8季度趋势，按日历期对齐
现金及短期投资INTUMPLX
| Q4 25 | $3.5B | $2.1B | ||
| Q3 25 | $2.9B | $1.8B | ||
| Q2 25 | $5.4B | $1.4B | ||
| Q1 25 | $2.4B | $2.5B | ||
| Q4 24 | $2.9B | $1.5B | ||
| Q3 24 | $3.6B | $2.4B | ||
| Q2 24 | $4.2B | $2.5B | ||
| Q1 24 | $1.5B | $385.0M |
总债务INTUMPLX
| Q4 25 | $6.1B | $24.2B | ||
| Q3 25 | $6.0B | $24.1B | ||
| Q2 25 | $6.4B | $19.7B | ||
| Q1 25 | $6.3B | $19.7B | ||
| Q4 24 | $6.1B | $19.3B | ||
| Q3 24 | $6.0B | $19.3B | ||
| Q2 24 | $6.0B | $19.2B | ||
| Q1 24 | $6.0B | $18.8B |
股东权益INTUMPLX
| Q4 25 | $19.3B | — | ||
| Q3 25 | $19.7B | — | ||
| Q2 25 | $20.1B | — | ||
| Q1 25 | $17.9B | — | ||
| Q4 24 | $18.1B | — | ||
| Q3 24 | $18.4B | — | ||
| Q2 24 | $18.8B | — | ||
| Q1 24 | $16.9B | — |
总资产INTUMPLX
| Q4 25 | $33.2B | $43.0B | ||
| Q3 25 | $37.0B | $43.2B | ||
| Q2 25 | $36.6B | $37.8B | ||
| Q1 25 | $31.7B | $39.0B | ||
| Q4 24 | $33.2B | $37.5B | ||
| Q3 24 | $32.1B | $38.5B | ||
| Q2 24 | $31.6B | $38.4B | ||
| Q1 24 | $29.7B | $36.5B |
负债/权益比INTUMPLX
| Q4 25 | 0.32× | — | ||
| Q3 25 | 0.30× | — | ||
| Q2 25 | 0.32× | — | ||
| Q1 25 | 0.35× | — | ||
| Q4 24 | 0.34× | — | ||
| Q3 24 | 0.33× | — | ||
| Q2 24 | 0.32× | — | ||
| Q1 24 | 0.35× | — |
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 | $637.0M | $1.5B |
| 自由现金流经营现金流 - 资本支出 | $599.0M | $782.0M |
| 自由现金流率自由现金流/营收 | 15.4% | 31.9% |
| 资本支出强度资本支出/营收 | 1.0% | 29.1% |
| 现金转化率经营现金流/净利润 | 1.43× | 1.24× |
| 过去12个月自由现金流最近4个季度 | $6.4B | $4.1B |
8季度趋势，按日历期对齐
经营现金流INTUMPLX
| Q4 25 | $637.0M | $1.5B | ||
| Q3 25 | $381.0M | $1.4B | ||
| Q2 25 | $4.4B | $1.7B | ||
| Q1 25 | $1.1B | $1.2B | ||
| Q4 24 | $362.0M | $1.7B | ||
| Q3 24 | $417.0M | $1.4B | ||
| Q2 24 | $4.0B | $1.6B | ||
| Q1 24 | $613.0M | $1.3B |
自由现金流INTUMPLX
| Q4 25 | $599.0M | $782.0M | ||
| Q3 25 | $366.0M | $905.0M | ||
| Q2 25 | $4.4B | $1.4B | ||
| Q1 25 | $1.0B | $979.0M | ||
| Q4 24 | $329.0M | $1.4B | ||
| Q3 24 | $400.0M | $1.1B | ||
| Q2 24 | $3.9B | $1.4B | ||
| Q1 24 | $550.0M | $1.0B |
自由现金流率INTUMPLX
| Q4 25 | 15.4% | 31.9% | ||
| Q3 25 | 9.6% | 36.8% | ||
| Q2 25 | 56.2% | 60.9% | ||
| Q1 25 | 26.2% | 39.8% | ||
| Q4 24 | 10.0% | 56.6% | ||
| Q3 24 | 12.6% | 48.4% | ||
| Q2 24 | 57.7% | 60.0% | ||
| Q1 24 | 16.2% | 47.7% |
资本支出强度INTUMPLX
| Q4 25 | 1.0% | 29.1% | ||
| Q3 25 | 0.4% | 21.4% | ||
| Q2 25 | 0.5% | 12.8% | ||
| Q1 25 | 0.8% | 10.9% | ||
| Q4 24 | 1.0% | 12.7% | ||
| Q3 24 | 0.5% | 11.9% | ||
| Q2 24 | 0.9% | 9.4% | ||
| Q1 24 | 1.9% | 11.7% |
现金转化率INTUMPLX
| Q4 25 | 1.43× | 1.24× | ||
| Q3 25 | 1.00× | 0.92× | ||
| Q2 25 | 1.56× | 1.64× | ||
| Q1 25 | 2.27× | 1.10× | ||
| Q4 24 | 1.84× | 1.51× | ||
| Q3 24 | — | 1.35× | ||
| Q2 24 | 1.65× | 1.32× | ||
| Q1 24 | 1.74× | 1.27× |
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
INTU
| Quick Books Online Accounting | $1.2B | 32% |
| Product And Other | $779.0M | 20% |
| Credit Karma | $616.0M | 16% |
| Turbo Tax | $581.0M | 15% |
| Quick Books Desktop Accounting | $408.0M | 11% |
| Pro Tax | $290.0M | 7% |
MPLX
| Services | $746.0M | 30% |
| Other | $675.0M | 28% |
| Products | $492.0M | 20% |
| Nonrelated Party | $186.0M | 8% |
| Related Party | $151.0M | 6% |
| Crude Oil And Products Logistics | $104.0M | 4% |
| Service Other | $56.0M | 2% |
| Natural Gas And NGL Services | $41.0M | 2% |
