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Kimbell Royalty Partners, LP（KRP）与西方石油（OXY）财务数据对比。点击上方公司名可切换其他公司
西方石油的季度营收约是Kimbell Royalty Partners, LP的20.1倍（$1.7B vs $82.5M），Kimbell Royalty Partners, LP净利率更高（30.1% vs 6.9%，领先23.2%），Kimbell Royalty Partners, LP同比增速更快（23.6% vs -75.8%），过去两年Kimbell Royalty Partners, LP的营收复合增速更高（0.1% vs -50.4%）
Kimbell Royalty Partners, LP是一家美国上市有限合伙企业，主营油气矿产及特许权权益的持有与收购，资产覆盖二叠纪、巴肯、伊格尔福特等美国核心陆上产油盆地，收入来源于对应资产开采的特许权使用费。
西方石油是一家美国能源企业，核心业务覆盖美国及中东地区的油气勘探，以及美国、加拿大、智利的石化产品制造。公司注册于特拉华州，总部位于休斯顿，2021年分别位列财富500强第183位、福布斯全球企业2000强第670位。
KRP vs OXY — 直观对比
营收规模更大
OXY
是对方的20.1倍
$82.5M
营收增速更快
KRP
高出99.4%
-75.8%
净利率更高
KRP
高出23.2%
6.9%
两年增速更快
KRP
近两年复合增速
-50.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $82.5M | $1.7B |
| 净利润 | $24.8M | $114.0M |
| 毛利率 | — | — |
| 营业利润率 | 39.6% | -6.5% |
| 净利率 | 30.1% | 6.9% |
| 营收同比 | 23.6% | -75.8% |
| 净利润同比 | 163.2% | 195.0% |
| 每股收益（稀释后） | — | $-0.07 |
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KRPOXY
| Q4 25 | $82.5M | $1.7B | ||
| Q3 25 | $80.6M | $6.7B | ||
| Q2 25 | $86.5M | $6.3B | ||
| Q1 25 | $84.2M | $6.9B | ||
| Q4 24 | $66.7M | $6.9B | ||
| Q3 24 | $83.8M | $7.0B | ||
| Q2 24 | $76.6M | $6.8B | ||
| Q1 24 | $82.2M | $6.7B |
净利润KRPOXY
| Q4 25 | $24.8M | $114.0M | ||
| Q3 25 | $22.3M | $842.0M | ||
| Q2 25 | $26.7M | $468.0M | ||
| Q1 25 | $25.9M | $945.0M | ||
| Q4 24 | $-39.3M | $-120.0M | ||
| Q3 24 | $25.8M | $1.1B | ||
| Q2 24 | $15.2M | $1.2B | ||
| Q1 24 | $9.3M | $888.0M |
毛利率KRPOXY
| Q4 25 | — | — | ||
| Q3 25 | — | 87.8% | ||
| Q2 25 | — | 86.6% | ||
| Q1 25 | — | 88.4% | ||
| Q4 24 | — | 89.0% | ||
| Q3 24 | — | 88.5% | ||
| Q2 24 | — | 87.9% | ||
| Q1 24 | — | 89.0% |
营业利润率KRPOXY
| Q4 25 | 39.6% | -6.5% | ||
| Q3 25 | 35.8% | 17.4% | ||
| Q2 25 | 43.7% | 11.7% | ||
| Q1 25 | 39.9% | 19.3% | ||
| Q4 24 | -58.0% | -2.5% | ||
| Q3 24 | 40.8% | 22.7% | ||
| Q2 24 | 31.2% | 24.0% | ||
| Q1 24 | 21.4% | 15.0% |
净利率KRPOXY
| Q4 25 | 30.1% | 6.9% | ||
| Q3 25 | 27.7% | 12.6% | ||
| Q2 25 | 30.8% | 7.4% | ||
| Q1 25 | 30.7% | 13.7% | ||
| Q4 24 | -58.8% | -1.7% | ||
| Q3 24 | 30.8% | 16.2% | ||
| Q2 24 | 19.8% | 17.2% | ||
| Q1 24 | 11.4% | 13.2% |
每股收益（稀释后）KRPOXY
| Q4 25 | — | $-0.07 | ||
| Q3 25 | — | $0.65 | ||
| Q2 25 | — | $0.26 | ||
| Q1 25 | — | $0.77 | ||
| Q4 24 | — | $-0.32 | ||
| Q3 24 | — | $0.98 | ||
| Q2 24 | — | $1.03 | ||
| Q1 24 | — | $0.75 |
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 | $44.0M | $2.0B |
| 总债务越低越好 | — | $20.6B |
| 股东权益账面价值 | — | $36.0B |
| 总资产 | $1.2B | $84.2B |
| 负债/权益比越低杠杆越低 | — | 0.57× |
8季度趋势，按日历期对齐
现金及短期投资KRPOXY
| Q4 25 | $44.0M | $2.0B | ||
| Q3 25 | $40.0M | $2.2B | ||
| Q2 25 | $34.5M | $2.3B | ||
| Q1 25 | $35.6M | $2.6B | ||
| Q4 24 | $34.2M | $2.1B | ||
| Q3 24 | $34.7M | $1.8B | ||
| Q2 24 | $30.9M | $1.8B | ||
| Q1 24 | $39.7M | $1.3B |
总债务KRPOXY
| Q4 25 | — | $20.6B | ||
| Q3 25 | — | $20.8B | ||
| Q2 25 | — | $23.3B | ||
| Q1 25 | — | $24.0B | ||
| Q4 24 | — | $25.0B | ||
| Q3 24 | — | $25.5B | ||
| Q2 24 | — | $18.4B | ||
| Q1 24 | — | $18.5B |
股东权益KRPOXY
| Q4 25 | — | $36.0B | ||
| Q3 25 | — | $36.3B | ||
| Q2 25 | — | $35.7B | ||
| Q1 25 | — | $34.7B | ||
| Q4 24 | — | $34.2B | ||
| Q3 24 | — | $34.7B | ||
| Q2 24 | — | $32.1B | ||
| Q1 24 | — | $30.8B |
总资产KRPOXY
| Q4 25 | $1.2B | $84.2B | ||
| Q3 25 | $1.3B | $83.5B | ||
| Q2 25 | $1.3B | $84.4B | ||
| Q1 25 | $1.3B | $85.0B | ||
| Q4 24 | $1.1B | $85.4B | ||
| Q3 24 | $1.2B | $85.8B | ||
| Q2 24 | $1.2B | $76.2B | ||
| Q1 24 | $1.3B | $74.3B |
负债/权益比KRPOXY
| Q4 25 | — | 0.57× | ||
| Q3 25 | — | 0.57× | ||
| Q2 25 | — | 0.65× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | — | 0.73× | ||
| Q2 24 | — | 0.57× | ||
| Q1 24 | — | 0.60× |
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 | $57.2M | $2.6B |
| 自由现金流经营现金流 - 资本支出 | — | $1.9B |
| 自由现金流率自由现金流/营收 | — | 113.4% |
| 资本支出强度资本支出/营收 | — | 45.4% |
| 现金转化率经营现金流/净利润 | 2.31× | 23.11× |
| 过去12个月自由现金流最近4个季度 | — | $4.1B |
8季度趋势，按日历期对齐
经营现金流KRPOXY
| Q4 25 | $57.2M | $2.6B | ||
| Q3 25 | $62.8M | $2.8B | ||
| Q2 25 | $72.3M | $3.0B | ||
| Q1 25 | $54.2M | $2.1B | ||
| Q4 24 | $56.6M | $3.4B | ||
| Q3 24 | $62.4M | $3.7B | ||
| Q2 24 | $62.9M | $2.4B | ||
| Q1 24 | $69.0M | $2.0B |
自由现金流KRPOXY
| Q4 25 | — | $1.9B | ||
| Q3 25 | — | $1.0B | ||
| Q2 25 | — | $962.0M | ||
| Q1 25 | — | $240.0M | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $623.0M | ||
| Q1 24 | — | $224.0M |
自由现金流率KRPOXY
| Q4 25 | — | 113.4% | ||
| Q3 25 | — | 15.3% | ||
| Q2 25 | — | 15.2% | ||
| Q1 25 | — | 3.5% | ||
| Q4 24 | — | 23.0% | ||
| Q3 24 | — | 28.5% | ||
| Q2 24 | — | 9.2% | ||
| Q1 24 | — | 3.3% |
资本支出强度KRPOXY
| Q4 25 | — | 45.4% | ||
| Q3 25 | — | 26.5% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 27.6% | ||
| Q4 24 | — | 26.0% | ||
| Q3 24 | — | 24.0% | ||
| Q2 24 | — | 26.0% | ||
| Q1 24 | — | 26.5% |
现金转化率KRPOXY
| Q4 25 | 2.31× | 23.11× | ||
| Q3 25 | 2.81× | 3.31× | ||
| Q2 25 | 2.71× | 6.32× | ||
| Q1 25 | 2.09× | 2.27× | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.42× | 3.23× | ||
| Q2 24 | 4.14× | 2.05× | ||
| Q1 24 | 7.39× | 2.26× |
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
KRP
| Oil And Condensate | $45.9M | 56% |
| Natural Gas Midstream | $19.5M | 24% |
| NGL Revenue | $10.6M | 13% |
| Other | $6.4M | 8% |
OXY
暂无分部数据
