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切尼尔能源（LNG）与New Fortress Energy Inc.（NFE）财务数据对比。点击上方公司名可切换其他公司
切尼尔能源的季度营收约是New Fortress Energy Inc.的16.5倍（$5.4B vs $326.2M）。切尼尔能源净利率更高（42.8% vs -259.7%，领先302.5%）。切尼尔能源同比增速更快（20.3% vs -7.0%）。切尼尔能源自由现金流更多（$1.3B vs $-134.8M）。过去两年切尼尔能源的营收复合增速更高（14.3% vs -26.8%）
切尼尔能源（Cheniere Energy, Inc.）是总部位于美国得克萨斯州休斯敦的液化天然气（LNG）企业，专注于液化天然气的生产与供应业务，是北美地区颇具影响力的能源行业参与者。
New Fortress Energy Inc.是一家全球能源基础设施企业，主要开发、持有并运营液化天然气进出口终端、天然气供应网络及低碳能源项目，服务美洲、加勒比地区客户，致力于提供低成本、低排放的能源解决方案。
LNG vs NFE — 直观对比
营收规模更大
LNG
是对方的16.5倍
$326.2M
营收增速更快
LNG
高出27.3%
-7.0%
净利率更高
LNG
高出302.5%
-259.7%
自由现金流更多
LNG
多$1.4B
$-134.8M
两年增速更快
LNG
近两年复合增速
-26.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $326.2M |
| 净利润 | $2.3B | $-847.1M |
| 毛利率 | — | 35.5% |
| 营业利润率 | 70.8% | -193.0% |
| 净利率 | 42.8% | -259.7% |
| 营收同比 | 20.3% | -7.0% |
| 净利润同比 | 135.6% | -277.4% |
| 每股收益（稀释后） | $10.51 | $-3.03 |
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LNGNFE
| Q4 25 | $5.4B | $326.2M | ||
| Q3 25 | $4.3B | $240.3M | ||
| Q2 25 | $4.5B | $228.1M | ||
| Q1 25 | $5.3B | $384.9M | ||
| Q4 24 | $4.5B | $350.7M | ||
| Q3 24 | $3.7B | $446.0M | ||
| Q2 24 | $3.1B | $291.2M | ||
| Q1 24 | $4.1B | $609.5M |
净利润LNGNFE
| Q4 25 | $2.3B | $-847.1M | ||
| Q3 25 | $1.0B | $-263.0M | ||
| Q2 25 | $1.6B | $-546.5M | ||
| Q1 25 | $353.0M | $-175.4M | ||
| Q4 24 | $977.0M | $-224.4M | ||
| Q3 24 | $893.0M | $9.3M | ||
| Q2 24 | $880.0M | $-88.9M | ||
| Q1 24 | $502.0M | $54.1M |
毛利率LNGNFE
| Q4 25 | — | 35.5% | ||
| Q3 25 | — | 18.1% | ||
| Q2 25 | — | 8.4% | ||
| Q1 25 | — | 21.4% | ||
| Q4 24 | — | 17.6% | ||
| Q3 24 | — | 27.1% | ||
| Q2 24 | — | 23.8% | ||
| Q1 24 | — | 62.4% |
营业利润率LNGNFE
| Q4 25 | 70.8% | -193.0% | ||
| Q3 25 | 42.3% | -37.4% | ||
| Q2 25 | 56.1% | -170.3% | ||
| Q1 25 | 18.2% | -3.3% | ||
| Q4 24 | 38.9% | 65.0% | ||
| Q3 24 | 44.7% | 17.8% | ||
| Q2 24 | 50.5% | 12.3% | ||
| Q1 24 | 28.0% | 30.4% |
净利率LNGNFE
| Q4 25 | 42.8% | -259.7% | ||
| Q3 25 | 24.4% | -109.4% | ||
| Q2 25 | 36.1% | -239.6% | ||
| Q1 25 | 6.7% | -45.6% | ||
| Q4 24 | 21.9% | -64.0% | ||
| Q3 24 | 24.2% | 2.1% | ||
| Q2 24 | 28.0% | -30.5% | ||
| Q1 24 | 12.2% | 8.9% |
每股收益（稀释后）LNGNFE
| Q4 25 | $10.51 | $-3.03 | ||
| Q3 25 | $4.75 | $-0.96 | ||
| Q2 25 | $7.30 | $-1.99 | ||
| Q1 25 | $1.57 | $-0.65 | ||
| Q4 24 | $4.30 | $-1.10 | ||
| Q3 24 | $3.93 | $0.03 | ||
| Q2 24 | $3.84 | $-0.42 | ||
| Q1 24 | $2.13 | $0.23 |
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 | $1.1B | $226.5M |
| 总债务越低越好 | $22.5B | $8.2B |
| 股东权益账面价值 | $7.9B | $182.6M |
| 总资产 | $47.9B | $10.6B |
| 负债/权益比越低杠杆越低 | 2.84× | 44.78× |
8季度趋势，按日历期对齐
现金及短期投资LNGNFE
| Q4 25 | $1.1B | $226.5M | ||
| Q3 25 | $1.1B | $145.2M | ||
| Q2 25 | $1.6B | $551.1M | ||
| Q1 25 | $2.5B | $447.9M | ||
| Q4 24 | $2.6B | $492.9M | ||
| Q3 24 | $2.7B | $90.8M | ||
| Q2 24 | $2.4B | $133.0M | ||
| Q1 24 | $4.4B | $143.5M |
总债务LNGNFE
| Q4 25 | $22.5B | $8.2B | ||
| Q3 25 | $22.0B | — | ||
| Q2 25 | $22.0B | — | ||
| Q1 25 | $22.5B | — | ||
| Q4 24 | $22.6B | $8.9B | ||
| Q3 24 | $22.5B | — | ||
| Q2 24 | $22.6B | — | ||
| Q1 24 | $21.4B | — |
股东权益LNGNFE
| Q4 25 | $7.9B | $182.6M | ||
| Q3 25 | $6.7B | $1.1B | ||
| Q2 25 | $6.7B | $1.3B | ||
| Q1 25 | $5.6B | $1.8B | ||
| Q4 24 | $5.7B | $1.9B | ||
| Q3 24 | $5.1B | $1.6B | ||
| Q2 24 | $4.5B | $1.6B | ||
| Q1 24 | $4.3B | $1.7B |
总资产LNGNFE
| Q4 25 | $47.9B | $10.6B | ||
| Q3 25 | $45.1B | $12.0B | ||
| Q2 25 | $44.6B | $12.0B | ||
| Q1 25 | $43.5B | $13.1B | ||
| Q4 24 | $43.9B | $12.9B | ||
| Q3 24 | $43.1B | $12.0B | ||
| Q2 24 | $42.3B | $11.4B | ||
| Q1 24 | $42.9B | $10.9B |
负债/权益比LNGNFE
| Q4 25 | 2.84× | 44.78× | ||
| Q3 25 | 3.25× | — | ||
| Q2 25 | 3.28× | — | ||
| Q1 25 | 4.03× | — | ||
| Q4 24 | 3.96× | 4.74× | ||
| Q3 24 | 4.42× | — | ||
| Q2 24 | 5.06× | — | ||
| Q1 24 | 5.04× | — |
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 | $2.1B | $-76.2M |
| 自由现金流经营现金流 - 资本支出 | $1.3B | $-134.8M |
| 自由现金流率自由现金流/营收 | 24.4% | -41.3% |
| 资本支出强度资本支出/营收 | 13.8% | 18.0% |
| 现金转化率经营现金流/净利润 | 0.89× | — |
| 过去12个月自由现金流最近4个季度 | $2.5B | $-1.4B |
8季度趋势，按日历期对齐
经营现金流LNGNFE
| Q4 25 | $2.1B | $-76.2M | ||
| Q3 25 | $1.4B | $-171.0M | ||
| Q2 25 | $831.0M | $-329.0M | ||
| Q1 25 | $1.2B | $-7.2M | ||
| Q4 24 | $1.6B | $445.3M | ||
| Q3 24 | $1.4B | $-20.0M | ||
| Q2 24 | $1.1B | $113.9M | ||
| Q1 24 | $1.2B | $63.0M |
自由现金流LNGNFE
| Q4 25 | $1.3B | $-134.8M | ||
| Q3 25 | $738.0M | $-231.6M | ||
| Q2 25 | $-193.0M | $-726.7M | ||
| Q1 25 | $605.0M | $-262.3M | ||
| Q4 24 | $1.1B | $-210.3M | ||
| Q3 24 | $875.0M | $-367.0M | ||
| Q2 24 | $613.0M | $-493.2M | ||
| Q1 24 | $596.0M | $-457.9M |
自由现金流率LNGNFE
| Q4 25 | 24.4% | -41.3% | ||
| Q3 25 | 17.2% | -96.4% | ||
| Q2 25 | -4.3% | -318.6% | ||
| Q1 25 | 11.4% | -68.2% | ||
| Q4 24 | 24.0% | -60.0% | ||
| Q3 24 | 23.8% | -82.3% | ||
| Q2 24 | 19.5% | -169.3% | ||
| Q1 24 | 14.5% | -75.1% |
资本支出强度LNGNFE
| Q4 25 | 13.8% | 18.0% | ||
| Q3 25 | 16.0% | 25.2% | ||
| Q2 25 | 22.7% | 174.4% | ||
| Q1 25 | 11.8% | 66.3% | ||
| Q4 24 | 12.7% | 187.0% | ||
| Q3 24 | 14.0% | 77.8% | ||
| Q2 24 | 16.0% | 208.4% | ||
| Q1 24 | 15.8% | 85.5% |
现金转化率LNGNFE
| Q4 25 | 0.89× | — | ||
| Q3 25 | 1.36× | — | ||
| Q2 25 | 0.51× | — | ||
| Q1 25 | 3.48× | — | ||
| Q4 24 | 1.68× | — | ||
| Q3 24 | 1.56× | -2.15× | ||
| Q2 24 | 1.27× | — | ||
| Q1 24 | 2.48× | 1.16× |
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
LNG
| Liquefied Natural Gas | $5.3B | 99% |
| Other | $103.0M | 2% |
| Regasification Service | $34.0M | 1% |
NFE
暂无分部数据
