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Kinetik Holdings Inc.(KNTK)与Reddit, Inc.(RDDT)财务数据对比。点击上方公司名可切换其他公司
Reddit, Inc.的季度营收约是Kinetik Holdings Inc.的1.5倍($663.0M vs $430.4M),Kinetik Holdings Inc.净利率更高(96.8% vs 30.8%,领先66.0%),Reddit, Inc.同比增速更快(69.0% vs 11.6%),Reddit, Inc.自由现金流更多($311.0M vs $-24.0M),过去两年Reddit, Inc.的营收复合增速更高(53.6% vs 12.3%)
Kinetik Holdings Inc.是一家聚焦二叠纪盆地的中游能源基础设施供应商,为美国南部核心油气产区的上游作业方提供天然气收集、处理、运输、存储,以及原油、采出水处置等一体化服务。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台,注册用户可发布链接、文字帖、图片、视频等各类内容,其他用户可对内容进行点赞或点踩,内容按主题归类到用户创建的子板块中,获赞更高的内容会排在板块前列,热度足够的内容还将展示在全站首页。
KNTK vs RDDT — 直观对比
营收规模更大
RDDT
是对方的1.5倍
$430.4M
营收增速更快
RDDT
高出57.4%
11.6%
净利率更高
KNTK
高出66.0%
30.8%
自由现金流更多
RDDT
多$335.0M
$-24.0M
两年增速更快
RDDT
近两年复合增速
12.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $430.4M | $663.0M |
| 净利润 | $416.7M | $204.0M |
| 毛利率 | — | 100.0% |
| 营业利润率 | 11.2% | 0.0% |
| 净利率 | 96.8% | 30.8% |
| 营收同比 | 11.6% | 69.0% |
| 净利润同比 | 2468.4% | 680.0% |
| 每股收益(稀释后) | $2.22 | $1.01 |
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
KNTK
RDDT
| Q1 26 | — | $663.0M | ||
| Q4 25 | $430.4M | $725.6M | ||
| Q3 25 | $464.0M | $584.9M | ||
| Q2 25 | $426.7M | $499.6M | ||
| Q1 25 | $443.3M | $392.4M | ||
| Q4 24 | $385.7M | $427.7M | ||
| Q3 24 | $396.4M | $348.4M | ||
| Q2 24 | $359.5M | $281.2M |
净利润
KNTK
RDDT
| Q1 26 | — | $204.0M | ||
| Q4 25 | $416.7M | $251.6M | ||
| Q3 25 | $5.3M | $162.7M | ||
| Q2 25 | $23.6M | $89.3M | ||
| Q1 25 | $19.3M | $26.2M | ||
| Q4 24 | $16.2M | $71.0M | ||
| Q3 24 | $25.8M | $29.9M | ||
| Q2 24 | $37.2M | $-10.1M |
毛利率
KNTK
RDDT
| Q1 26 | — | 100.0% | ||
| Q4 25 | — | 91.9% | ||
| Q3 25 | — | 91.0% | ||
| Q2 25 | — | 90.8% | ||
| Q1 25 | — | 90.5% | ||
| Q4 24 | — | 92.6% | ||
| Q3 24 | — | 90.1% | ||
| Q2 24 | — | 89.5% |
营业利润率
KNTK
RDDT
| Q1 26 | — | 0.0% | ||
| Q4 25 | 11.2% | 31.9% | ||
| Q3 25 | 4.3% | 23.7% | ||
| Q2 25 | 18.2% | 13.6% | ||
| Q1 25 | 4.3% | 1.0% | ||
| Q4 24 | 6.1% | 12.4% | ||
| Q3 24 | 18.4% | 2.0% | ||
| Q2 24 | 15.7% | -11.0% |
净利率
KNTK
RDDT
| Q1 26 | — | 30.8% | ||
| Q4 25 | 96.8% | 34.7% | ||
| Q3 25 | 1.1% | 27.8% | ||
| Q2 25 | 5.5% | 17.9% | ||
| Q1 25 | 4.3% | 6.7% | ||
| Q4 24 | 4.2% | 16.6% | ||
| Q3 24 | 6.5% | 8.6% | ||
| Q2 24 | 10.3% | -3.6% |
每股收益(稀释后)
KNTK
RDDT
| Q1 26 | — | $1.01 | ||
| Q4 25 | $2.22 | $1.24 | ||
| Q3 25 | $0.03 | $0.80 | ||
| Q2 25 | $0.33 | $0.45 | ||
| Q1 25 | $0.05 | $0.13 | ||
| Q4 24 | $0.01 | $4.76 | ||
| Q3 24 | $0.35 | $0.16 | ||
| Q2 24 | $0.54 | $-0.06 |
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 | $4.0M | $1.4B |
| 总债务越低越好 | $3.6B | — |
| 股东权益账面价值 | $-565.4M | $3.2B |
| 总资产 | $7.1B | $3.5B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
KNTK
RDDT
| Q1 26 | — | $1.4B | ||
| Q4 25 | $4.0M | $953.6M | ||
| Q3 25 | $7.7M | $911.7M | ||
| Q2 25 | $10.7M | $734.1M | ||
| Q1 25 | $8.8M | $635.7M | ||
| Q4 24 | $3.6M | $562.1M | ||
| Q3 24 | $20.4M | $515.9M | ||
| Q2 24 | $12.5M | $468.0M |
总债务
KNTK
RDDT
| Q1 26 | — | — | ||
| Q4 25 | $3.6B | — | ||
| Q3 25 | $4.0B | — | ||
| Q2 25 | $3.7B | — | ||
| Q1 25 | $3.6B | — | ||
| Q4 24 | $3.4B | — | ||
| Q3 24 | $3.3B | — | ||
| Q2 24 | $3.3B | — |
股东权益
KNTK
RDDT
| Q1 26 | — | $3.2B | ||
| Q4 25 | $-565.4M | $2.9B | ||
| Q3 25 | $-1.8B | $2.6B | ||
| Q2 25 | $-1.6B | $2.4B | ||
| Q1 25 | $-2.5B | $2.2B | ||
| Q4 24 | $-3.0B | $2.1B | ||
| Q3 24 | $-1.7B | $2.0B | ||
| Q2 24 | $-1.2B | $1.9B |
总资产
KNTK
RDDT
| Q1 26 | — | $3.5B | ||
| Q4 25 | $7.1B | $3.2B | ||
| Q3 25 | $7.2B | $2.9B | ||
| Q2 25 | $7.2B | $2.6B | ||
| Q1 25 | $7.0B | $2.4B | ||
| Q4 24 | $6.8B | $2.3B | ||
| Q3 24 | $6.9B | $2.2B | ||
| Q2 24 | $6.9B | $2.1B |
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 | $110.1M | — |
| 自由现金流经营现金流 - 资本支出 | $-24.0M | $311.0M |
| 自由现金流率自由现金流/营收 | -5.6% | 46.9% |
| 资本支出强度资本支出/营收 | 31.2% | — |
| 现金转化率经营现金流/净利润 | 0.26× | — |
| 过去12个月自由现金流最近4个季度 | $111.6M | $868.6M |
8季度趋势,按日历期对齐
经营现金流
KNTK
RDDT
| Q1 26 | — | — | ||
| Q4 25 | $110.1M | $266.8M | ||
| Q3 25 | $188.1M | $185.2M | ||
| Q2 25 | $129.1M | $111.3M | ||
| Q1 25 | $176.8M | $127.6M | ||
| Q4 24 | $144.0M | $90.0M | ||
| Q3 24 | $214.1M | $71.6M | ||
| Q2 24 | $125.5M | $28.4M |
自由现金流
KNTK
RDDT
| Q1 26 | — | $311.0M | ||
| Q4 25 | $-24.0M | $263.6M | ||
| Q3 25 | $31.6M | $183.1M | ||
| Q2 25 | $1.8M | $110.8M | ||
| Q1 25 | $102.3M | $126.6M | ||
| Q4 24 | $36.3M | $89.2M | ||
| Q3 24 | $155.7M | $70.3M | ||
| Q2 24 | $86.1M | $27.2M |
自由现金流率
KNTK
RDDT
| Q1 26 | — | 46.9% | ||
| Q4 25 | -5.6% | 36.3% | ||
| Q3 25 | 6.8% | 31.3% | ||
| Q2 25 | 0.4% | 22.2% | ||
| Q1 25 | 23.1% | 32.3% | ||
| Q4 24 | 9.4% | 20.8% | ||
| Q3 24 | 39.3% | 20.2% | ||
| Q2 24 | 24.0% | 9.7% |
资本支出强度
KNTK
RDDT
| Q1 26 | — | — | ||
| Q4 25 | 31.2% | 0.4% | ||
| Q3 25 | 33.7% | 0.4% | ||
| Q2 25 | 29.8% | 0.1% | ||
| Q1 25 | 16.8% | 0.2% | ||
| Q4 24 | 27.9% | 0.2% | ||
| Q3 24 | 14.7% | 0.4% | ||
| Q2 24 | 11.0% | 0.4% |
现金转化率
KNTK
RDDT
| Q1 26 | — | — | ||
| Q4 25 | 0.26× | 1.06× | ||
| Q3 25 | 35.73× | 1.14× | ||
| Q2 25 | 5.46× | 1.25× | ||
| Q1 25 | 9.18× | 4.88× | ||
| Q4 24 | 8.88× | 1.27× | ||
| Q3 24 | 8.31× | 2.40× | ||
| Q2 24 | 3.37× | — |
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
KNTK
| Natural Gas NG Ls And Condensate Sales | $325.5M | 76% |
| Gathering And Processing Services | $101.6M | 24% |
| Other | $3.3M | 1% |
| Barilla Draw | $2.3M | 1% |
RDDT
暂无分部数据