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KNOT Offshore Partners LP(KNOP)与皇家加勒比集团(RCL)财务数据对比。点击上方公司名可切换其他公司
皇家加勒比集团的季度营收约是KNOT Offshore Partners LP的48.9倍($4.3B vs $87.1M)。皇家加勒比集团净利率更高(17.7% vs 7.8%,领先9.9%)。KNOT Offshore Partners LP同比增速更快(17.0% vs 13.3%)
KNOT Offshore Partners LP是一家专业持有、运营和租赁穿梭油轮的公开上市有限合伙企业,主要为北海、巴西、西非等区域的海上油气开采运营商提供船舶租赁及配套物流服务,支持海上能源开发运输需求。
皇家加勒比集团前身为皇家加勒比邮轮有限公司,是仅次于嘉年华公司的全球第二大邮轮运营商。集团总部位于美国佛罗里达州迈阿密,在利比里亚注册,目前全资拥有皇家加勒比国际游轮、名人邮轮、银海邮轮三大品牌,还持有途易邮轮50%的股份。
KNOP vs RCL — 直观对比
营收规模更大
RCL
是对方的48.9倍
$87.1M
营收增速更快
KNOP
高出3.7%
13.3%
净利率更高
RCL
高出9.9%
7.8%
损益表 — Q2 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $87.1M | $4.3B |
| 净利润 | $6.8M | $753.0M |
| 毛利率 | — | 47.4% |
| 营业利润率 | 25.5% | 21.9% |
| 净利率 | 7.8% | 17.7% |
| 营收同比 | 17.0% | 13.3% |
| 净利润同比 | 153.0% | 36.4% |
| 每股收益(稀释后) | — | $2.76 |
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
KNOP
RCL
| Q4 25 | — | $4.3B | ||
| Q3 25 | — | $5.1B | ||
| Q2 25 | $87.1M | $4.5B | ||
| Q1 25 | — | $4.0B | ||
| Q4 24 | — | $3.8B | ||
| Q3 24 | — | $4.9B | ||
| Q2 24 | $74.4M | $4.1B | ||
| Q1 24 | — | $3.7B |
净利润
KNOP
RCL
| Q4 25 | — | $753.0M | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | $6.8M | $1.2B | ||
| Q1 25 | — | $730.0M | ||
| Q4 24 | — | $552.0M | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | $-12.9M | $854.0M | ||
| Q1 24 | — | $360.0M |
毛利率
KNOP
RCL
| Q4 25 | — | 47.4% | ||
| Q3 25 | — | 51.8% | ||
| Q2 25 | — | 49.7% | ||
| Q1 25 | — | 48.0% | ||
| Q4 24 | — | 45.4% | ||
| Q3 24 | — | 51.1% | ||
| Q2 24 | — | 47.6% | ||
| Q1 24 | — | 44.8% |
营业利润率
KNOP
RCL
| Q4 25 | — | 21.9% | ||
| Q3 25 | — | 33.1% | ||
| Q2 25 | 25.5% | 29.3% | ||
| Q1 25 | — | 23.6% | ||
| Q4 24 | — | 16.6% | ||
| Q3 24 | — | 33.4% | ||
| Q2 24 | 1.8% | 26.7% | ||
| Q1 24 | — | 20.1% |
净利率
KNOP
RCL
| Q4 25 | — | 17.7% | ||
| Q3 25 | — | 30.6% | ||
| Q2 25 | 7.8% | 26.7% | ||
| Q1 25 | — | 18.3% | ||
| Q4 24 | — | 14.7% | ||
| Q3 24 | — | 22.7% | ||
| Q2 24 | -17.3% | 20.8% | ||
| Q1 24 | — | 9.7% |
每股收益(稀释后)
KNOP
RCL
| Q4 25 | — | $2.76 | ||
| Q3 25 | — | $5.74 | ||
| Q2 25 | — | $4.41 | ||
| Q1 25 | — | $2.70 | ||
| Q4 24 | — | $2.27 | ||
| Q3 24 | — | $4.21 | ||
| Q2 24 | — | $3.11 | ||
| Q1 24 | — | $1.35 |
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 | $66.3M | $825.0M |
| 总债务越低越好 | $914.5M | $18.2B |
| 股东权益账面价值 | — | $10.0B |
| 总资产 | $1.6B | $41.6B |
| 负债/权益比越低杠杆越低 | — | 1.81× |
8季度趋势,按日历期对齐
现金及短期投资
KNOP
RCL
| Q4 25 | — | $825.0M | ||
| Q3 25 | — | $432.0M | ||
| Q2 25 | $66.3M | $735.0M | ||
| Q1 25 | — | $386.0M | ||
| Q4 24 | — | $388.0M | ||
| Q3 24 | — | $418.0M | ||
| Q2 24 | $56.6M | $391.0M | ||
| Q1 24 | — | $437.0M |
总债务
KNOP
RCL
| Q4 25 | — | $18.2B | ||
| Q3 25 | — | $17.2B | ||
| Q2 25 | $914.5M | $17.6B | ||
| Q1 25 | — | $18.0B | ||
| Q4 24 | — | $18.5B | ||
| Q3 24 | — | $19.0B | ||
| Q2 24 | $895.4M | $19.8B | ||
| Q1 24 | — | $18.9B |
股东权益
KNOP
RCL
| Q4 25 | — | $10.0B | ||
| Q3 25 | — | $10.1B | ||
| Q2 25 | — | $9.2B | ||
| Q1 25 | — | $8.0B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | $7.0B | ||
| Q2 24 | — | $6.0B | ||
| Q1 24 | — | $5.2B |
总资产
KNOP
RCL
| Q4 25 | — | $41.6B | ||
| Q3 25 | — | $40.1B | ||
| Q2 25 | $1.6B | $38.5B | ||
| Q1 25 | — | $37.5B | ||
| Q4 24 | — | $37.1B | ||
| Q3 24 | — | $37.1B | ||
| Q2 24 | $1.5B | $37.0B | ||
| Q1 24 | — | $35.2B |
负债/权益比
KNOP
RCL
| Q4 25 | — | 1.81× | ||
| Q3 25 | — | 1.70× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | — | 2.26× | ||
| Q4 24 | — | 2.44× | ||
| Q3 24 | — | 2.69× | ||
| Q2 24 | — | 3.29× | ||
| Q1 24 | — | 3.66× |
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 | — | $1.6B |
| 自由现金流经营现金流 - 资本支出 | — | $116.0M |
| 自由现金流率自由现金流/营收 | — | 2.7% |
| 资本支出强度资本支出/营收 | — | 35.4% |
| 现金转化率经营现金流/净利润 | — | 2.16× |
| 过去12个月自由现金流最近4个季度 | — | $1.2B |
8季度趋势,按日历期对齐
经营现金流
KNOP
RCL
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.7B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $897.0M | ||
| Q2 24 | — | $1.6B | ||
| Q1 24 | — | $1.3B |
自由现金流
KNOP
RCL
| Q4 25 | — | $116.0M | ||
| Q3 25 | — | $-989.0M | ||
| Q2 25 | — | $910.0M | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $915.0M | ||
| Q3 24 | — | $563.0M | ||
| Q2 24 | — | $-567.0M | ||
| Q1 24 | — | $1.1B |
自由现金流率
KNOP
RCL
| Q4 25 | — | 2.7% | ||
| Q3 25 | — | -19.2% | ||
| Q2 25 | — | 20.1% | ||
| Q1 25 | — | 30.0% | ||
| Q4 24 | — | 24.3% | ||
| Q3 24 | — | 11.5% | ||
| Q2 24 | — | -13.8% | ||
| Q1 24 | — | 29.1% |
资本支出强度
KNOP
RCL
| Q4 25 | — | 35.4% | ||
| Q3 25 | — | 47.8% | ||
| Q2 25 | — | 18.4% | ||
| Q1 25 | — | 10.7% | ||
| Q4 24 | — | 14.7% | ||
| Q3 24 | — | 6.8% | ||
| Q2 24 | — | 52.1% | ||
| Q1 24 | — | 6.5% |
现金转化率
KNOP
RCL
| Q4 25 | — | 2.16× | ||
| Q3 25 | — | 0.93× | ||
| Q2 25 | — | 1.44× | ||
| Q1 25 | — | 2.23× | ||
| Q4 24 | — | 2.66× | ||
| Q3 24 | — | 0.81× | ||
| Q2 24 | — | 1.84× | ||
| Q1 24 | — | 3.69× |
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
KNOP
暂无分部数据
RCL
| Passenger | $2.9B | 69% |
| Other | $1.3B | 31% |