vs
LandBridge Co LLC（LB）与Mama's Creations, Inc.（MAMA）财务数据对比。点击上方公司名可切换其他公司
LandBridge Co LLC的季度营收约是Mama's Creations, Inc.的1.1倍（$51.0M vs $47.3M），LandBridge Co LLC净利率更高（35.0% vs 1.1%，领先33.9%），Mama's Creations, Inc.同比增速更快（50.0% vs 16.0%），LandBridge Co LLC自由现金流更多（$40.9M vs $3.7M），过去两年LandBridge Co LLC的营收复合增速更高（40.2% vs 33.0%）
Mama's Creations是一家美国食品制造企业，主要生产冷藏即食、加热即食类食品，涵盖意式肉丸、香肠、意面餐食等预制菜品，产品主要供应美国本土的零售商超、大众零售商及餐饮服务合作伙伴，主打便捷高品质的家常风味食品。
LB vs MAMA — 直观对比
营收规模更大
LB
是对方的1.1倍
$47.3M
营收增速更快
MAMA
高出33.9%
16.0%
净利率更高
LB
高出33.9%
1.1%
自由现金流更多
LB
多$37.3M
$3.7M
两年增速更快
LB
近两年复合增速
33.0%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $51.0M | $47.3M |
| 净利润 | $17.9M | $540.0K |
| 毛利率 | — | 23.6% |
| 营业利润率 | 57.2% | 1.7% |
| 净利率 | 35.0% | 1.1% |
| 营收同比 | 16.0% | 50.0% |
| 净利润同比 | 15.6% | 31.7% |
| 每股收益（稀释后） | — | $0.01 |
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LBMAMA
| Q1 26 | $51.0M | — | ||
| Q4 25 | $56.8M | $47.3M | ||
| Q3 25 | $50.8M | $35.2M | ||
| Q2 25 | $47.5M | $35.3M | ||
| Q1 25 | $44.0M | $33.6M | ||
| Q4 24 | $36.5M | $31.5M | ||
| Q3 24 | $28.5M | $28.4M | ||
| Q2 24 | $26.0M | $29.8M |
净利润LBMAMA
| Q1 26 | $17.9M | — | ||
| Q4 25 | $8.1M | $540.0K | ||
| Q3 25 | $8.1M | $1.3M | ||
| Q2 25 | $7.5M | $1.2M | ||
| Q1 25 | $6.5M | $1.6M | ||
| Q4 24 | $49.3M | $410.0K | ||
| Q3 24 | $2.7M | $1.1M | ||
| Q2 24 | $-57.7M | $553.0K |
毛利率LBMAMA
| Q1 26 | — | — | ||
| Q4 25 | — | 23.6% | ||
| Q3 25 | — | 24.9% | ||
| Q2 25 | — | 26.1% | ||
| Q1 25 | — | 27.0% | ||
| Q4 24 | — | 22.6% | ||
| Q3 24 | — | 24.2% | ||
| Q2 24 | — | 25.0% |
营业利润率LBMAMA
| Q1 26 | 57.2% | — | ||
| Q4 25 | 60.0% | 1.7% | ||
| Q3 25 | 60.8% | 4.8% | ||
| Q2 25 | 60.0% | 4.5% | ||
| Q1 25 | 57.0% | 5.7% | ||
| Q4 24 | 49.4% | 1.8% | ||
| Q3 24 | 11.2% | 5.7% | ||
| Q2 24 | -197.4% | 2.6% |
净利率LBMAMA
| Q1 26 | 35.0% | — | ||
| Q4 25 | 14.2% | 1.1% | ||
| Q3 25 | 15.9% | 3.6% | ||
| Q2 25 | 15.8% | 3.5% | ||
| Q1 25 | 14.7% | 4.8% | ||
| Q4 24 | 135.2% | 1.3% | ||
| Q3 24 | 9.3% | 4.0% | ||
| Q2 24 | -222.1% | 1.9% |
每股收益（稀释后）LBMAMA
| Q1 26 | — | — | ||
| Q4 25 | $0.24 | $0.01 | ||
| Q3 25 | $0.26 | $0.03 | ||
| Q2 25 | $0.24 | $0.03 | ||
| Q1 25 | $0.20 | $0.04 | ||
| Q4 24 | — | $0.01 | ||
| Q3 24 | $-0.04 | $0.03 | ||
| Q2 24 | — | $0.01 |
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 | $29.7M | $18.1M |
| 总债务越低越好 | $433.0K | — |
| 股东权益账面价值 | — | $49.6M |
| 总资产 | $1.4B | $84.0M |
| 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LBMAMA
| Q1 26 | $29.7M | — | ||
| Q4 25 | $30.7M | $18.1M | ||
| Q3 25 | $28.3M | $9.4M | ||
| Q2 25 | $20.3M | $12.0M | ||
| Q1 25 | $14.9M | $7.2M | ||
| Q4 24 | $37.0M | $9.3M | ||
| Q3 24 | $14.4M | $7.4M | ||
| Q2 24 | $24.6M | $13.0M |
总债务LBMAMA
| Q1 26 | $433.0K | — | ||
| Q4 25 | $570.7M | — | ||
| Q3 25 | $366.1M | — | ||
| Q2 25 | $370.9M | — | ||
| Q1 25 | $375.5M | — | ||
| Q4 24 | $385.5M | — | ||
| Q3 24 | $242.4M | — | ||
| Q2 24 | $360.8M | — |
股东权益LBMAMA
| Q1 26 | — | — | ||
| Q4 25 | $340.3M | $49.6M | ||
| Q3 25 | $272.0M | $29.6M | ||
| Q2 25 | $266.4M | $26.4M | ||
| Q1 25 | $217.0M | $24.9M | ||
| Q4 24 | $211.8M | $23.0M | ||
| Q3 24 | $97.2M | $22.3M | ||
| Q2 24 | $296.4M | $20.3M |
总资产LBMAMA
| Q1 26 | $1.4B | — | ||
| Q4 25 | $1.4B | $84.0M | ||
| Q3 25 | $1.1B | $51.2M | ||
| Q2 25 | $1.1B | $52.7M | ||
| Q1 25 | $1.0B | $47.1M | ||
| Q4 24 | $1.0B | $47.9M | ||
| Q3 24 | $689.9M | $43.0M | ||
| Q2 24 | $710.5M | $47.2M |
负债/权益比LBMAMA
| Q1 26 | — | — | ||
| Q4 25 | 1.68× | — | ||
| Q3 25 | 1.35× | — | ||
| Q2 25 | 1.39× | — | ||
| Q1 25 | 1.73× | — | ||
| Q4 24 | 1.82× | — | ||
| Q3 24 | 2.49× | — | ||
| Q2 24 | 1.22× | — |
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 | $41.1M | $3.9M |
| 自由现金流经营现金流 - 资本支出 | $40.9M | $3.7M |
| 自由现金流率自由现金流/营收 | 80.3% | 7.8% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | 2.30× | 7.16× |
| 过去12个月自由现金流最近4个季度 | $232.8M | $6.0M |
8季度趋势，按日历期对齐
经营现金流LBMAMA
| Q1 26 | $41.1M | — | ||
| Q4 25 | $126.3M | $3.9M | ||
| Q3 25 | $34.9M | $-1.7M | ||
| Q2 25 | $37.3M | $6.0M | ||
| Q1 25 | $15.9M | $-857.0K | ||
| Q4 24 | $67.6M | $4.8M | ||
| Q3 24 | $7.5M | $-2.4M | ||
| Q2 24 | $16.0M | $3.6M |
自由现金流LBMAMA
| Q1 26 | $40.9M | — | ||
| Q4 25 | $122.0M | $3.7M | ||
| Q3 25 | $33.7M | $-2.2M | ||
| Q2 25 | $36.1M | $5.5M | ||
| Q1 25 | $15.8M | $-930.0K | ||
| Q4 24 | $66.7M | $2.5M | ||
| Q3 24 | $7.1M | $-4.0M | ||
| Q2 24 | $15.7M | $2.5M |
自由现金流率LBMAMA
| Q1 26 | 80.3% | — | ||
| Q4 25 | 214.9% | 7.8% | ||
| Q3 25 | 66.3% | -6.2% | ||
| Q2 25 | 75.9% | 15.5% | ||
| Q1 25 | 36.0% | -2.8% | ||
| Q4 24 | 182.6% | 8.0% | ||
| Q3 24 | 25.1% | -14.1% | ||
| Q2 24 | 60.4% | 8.4% |
资本支出强度LBMAMA
| Q1 26 | — | — | ||
| Q4 25 | 7.5% | 0.4% | ||
| Q3 25 | 2.3% | 1.5% | ||
| Q2 25 | 2.6% | 1.5% | ||
| Q1 25 | 0.2% | 0.2% | ||
| Q4 24 | 2.7% | 7.2% | ||
| Q3 24 | 1.1% | 5.6% | ||
| Q2 24 | 1.4% | 3.8% |
现金转化率LBMAMA
| Q1 26 | 2.30× | — | ||
| Q4 25 | 15.68× | 7.16× | ||
| Q3 25 | 4.31× | -1.31× | ||
| Q2 25 | 4.98× | 4.85× | ||
| Q1 25 | 2.46× | -0.54× | ||
| Q4 24 | 1.37× | 11.71× | ||
| Q3 24 | 2.80× | -2.10× | ||
| Q2 24 | — | 6.58× |
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
LB
| Other | $14.2M | 28% |
| Easements and other surface-related revenues | $11.6M | 23% |
| Surface use royalties - related party | $11.0M | 22% |
| Resource sales | $5.2M | 10% |
| Resource royalties | $4.3M | 8% |
| Easements and other surface-related revenues - related party | $3.2M | 6% |
| Resource royalties - related party | $1.3M | 2% |
| Resource sales - related party | $205.0K | 0% |
MAMA
暂无分部数据
