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切尼尔能源（LNG）与NEW JERSEY RESOURCES CORP（NJR）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 JERSEY RESOURCES CORP的12.2倍（$5.4B vs $440.9M）。切尼尔能源净利率更高（42.8% vs 27.8%，领先15.0%）。NEW JERSEY RESOURCES CORP同比增速更快（22.8% vs 20.3%）。过去两年切尼尔能源的营收复合增速更高（14.3% vs 0.9%）
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。
新泽西资源公司是总部位于美国新泽西州沃尔镇的能源服务控股企业，位列财富1000强及福布斯白金400强，核心子公司为新泽西天然气公司，主要围绕能源领域开展相关业务运营。
LNG vs NJR — 直观对比
营收规模更大
LNG
是对方的12.2倍
$440.9M
营收增速更快
NJR
高出2.6%
20.3%
净利率更高
LNG
高出15.0%
27.8%
两年增速更快
LNG
近两年复合增速
0.9%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $440.9M |
| 净利润 | $2.3B | $122.5M |
| 毛利率 | — | — |
| 营业利润率 | 70.8% | 40.6% |
| 净利率 | 42.8% | 27.8% |
| 营收同比 | 20.3% | 22.8% |
| 净利润同比 | 135.6% | -6.7% |
| 每股收益（稀释后） | $10.51 | $1.21 |
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LNGNJR
| Q4 25 | $5.4B | $440.9M | ||
| Q3 25 | $4.3B | $188.3M | ||
| Q2 25 | $4.5B | $234.8M | ||
| Q1 25 | $5.3B | $569.2M | ||
| Q4 24 | $4.5B | $359.0M | ||
| Q3 24 | $3.7B | $265.7M | ||
| Q2 24 | $3.1B | $209.9M | ||
| Q1 24 | $4.1B | $433.2M |
净利润LNGNJR
| Q4 25 | $2.3B | $122.5M | ||
| Q3 25 | $1.0B | $15.1M | ||
| Q2 25 | $1.6B | $-15.1M | ||
| Q1 25 | $353.0M | $204.3M | ||
| Q4 24 | $977.0M | $131.3M | ||
| Q3 24 | $893.0M | $91.1M | ||
| Q2 24 | $880.0M | $-11.6M | ||
| Q1 24 | $502.0M | $120.8M |
营业利润率LNGNJR
| Q4 25 | 70.8% | 40.6% | ||
| Q3 25 | 42.3% | 21.5% | ||
| Q2 25 | 56.1% | -0.5% | ||
| Q1 25 | 18.2% | 49.2% | ||
| Q4 24 | 38.9% | 52.8% | ||
| Q3 24 | 44.7% | 55.0% | ||
| Q2 24 | 50.5% | 2.8% | ||
| Q1 24 | 28.0% | 39.3% |
净利率LNGNJR
| Q4 25 | 42.8% | 27.8% | ||
| Q3 25 | 24.4% | 8.0% | ||
| Q2 25 | 36.1% | -6.4% | ||
| Q1 25 | 6.7% | 35.9% | ||
| Q4 24 | 21.9% | 36.6% | ||
| Q3 24 | 24.2% | 34.3% | ||
| Q2 24 | 28.0% | -5.5% | ||
| Q1 24 | 12.2% | 27.9% |
每股收益（稀释后）LNGNJR
| Q4 25 | $10.51 | $1.21 | ||
| Q3 25 | $4.75 | $0.15 | ||
| Q2 25 | $7.30 | $-0.15 | ||
| Q1 25 | $1.57 | $2.02 | ||
| Q4 24 | $4.30 | $1.31 | ||
| Q3 24 | $3.93 | $0.91 | ||
| Q2 24 | $3.84 | $-0.12 | ||
| Q1 24 | $2.13 | $1.22 |
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 | $2.4M |
| 总债务越低越好 | $22.5B | $3.3B |
| 股东权益账面价值 | $7.9B | $2.5B |
| 总资产 | $47.9B | $7.9B |
| 负债/权益比越低杠杆越低 | 2.84× | 1.32× |
8季度趋势，按日历期对齐
现金及短期投资LNGNJR
| Q4 25 | $1.1B | $2.4M | ||
| Q3 25 | $1.1B | $591.0K | ||
| Q2 25 | $1.6B | $931.0K | ||
| Q1 25 | $2.5B | $83.7M | ||
| Q4 24 | $2.6B | $1.9M | ||
| Q3 24 | $2.7B | $1.0M | ||
| Q2 24 | $2.4B | $22.4M | ||
| Q1 24 | $4.4B | $5.0M |
总债务LNGNJR
| Q4 25 | $22.5B | $3.3B | ||
| Q3 25 | $22.0B | $3.3B | ||
| Q2 25 | $22.0B | $3.0B | ||
| Q1 25 | $22.5B | $3.0B | ||
| Q4 24 | $22.6B | $3.0B | ||
| Q3 24 | $22.5B | $2.9B | ||
| Q2 24 | $22.6B | $2.8B | ||
| Q1 24 | $21.4B | $2.7B |
股东权益LNGNJR
| Q4 25 | $7.9B | $2.5B | ||
| Q3 25 | $6.7B | $2.4B | ||
| Q2 25 | $6.7B | $2.4B | ||
| Q1 25 | $5.6B | $2.5B | ||
| Q4 24 | $5.7B | $2.3B | ||
| Q3 24 | $5.1B | $2.2B | ||
| Q2 24 | $4.5B | $2.1B | ||
| Q1 24 | $4.3B | $2.2B |
总资产LNGNJR
| Q4 25 | $47.9B | $7.9B | ||
| Q3 25 | $45.1B | $7.6B | ||
| Q2 25 | $44.6B | $7.3B | ||
| Q1 25 | $43.5B | $7.3B | ||
| Q4 24 | $43.9B | $7.2B | ||
| Q3 24 | $43.1B | $7.0B | ||
| Q2 24 | $42.3B | $6.8B | ||
| Q1 24 | $42.9B | $6.6B |
负债/权益比LNGNJR
| Q4 25 | 2.84× | 1.32× | ||
| Q3 25 | 3.25× | 1.36× | ||
| Q2 25 | 3.28× | 1.25× | ||
| Q1 25 | 4.03× | 1.20× | ||
| Q4 24 | 3.96× | 1.29× | ||
| Q3 24 | 4.42× | 1.31× | ||
| Q2 24 | 5.06× | 1.30× | ||
| Q1 24 | 5.04× | 1.25× |
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 | $26.7M |
| 自由现金流经营现金流 - 资本支出 | $1.3B | — |
| 自由现金流率自由现金流/营收 | 24.4% | — |
| 资本支出强度资本支出/营收 | 13.8% | — |
| 现金转化率经营现金流/净利润 | 0.89× | 0.22× |
| 过去12个月自由现金流最近4个季度 | $2.5B | — |
8季度趋势，按日历期对齐
经营现金流LNGNJR
| Q4 25 | $2.1B | $26.7M | ||
| Q3 25 | $1.4B | $81.2M | ||
| Q2 25 | $831.0M | $-28.9M | ||
| Q1 25 | $1.2B | $423.0M | ||
| Q4 24 | $1.6B | $-9.0M | ||
| Q3 24 | $1.4B | $64.5M | ||
| Q2 24 | $1.1B | $24.3M | ||
| Q1 24 | $1.2B | $292.2M |
自由现金流LNGNJR
| Q4 25 | $1.3B | — | ||
| Q3 25 | $738.0M | — | ||
| Q2 25 | $-193.0M | — | ||
| Q1 25 | $605.0M | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $875.0M | — | ||
| Q2 24 | $613.0M | — | ||
| Q1 24 | $596.0M | — |
自由现金流率LNGNJR
| Q4 25 | 24.4% | — | ||
| Q3 25 | 17.2% | — | ||
| Q2 25 | -4.3% | — | ||
| Q1 25 | 11.4% | — | ||
| Q4 24 | 24.0% | — | ||
| Q3 24 | 23.8% | — | ||
| Q2 24 | 19.5% | — | ||
| Q1 24 | 14.5% | — |
资本支出强度LNGNJR
| Q4 25 | 13.8% | — | ||
| Q3 25 | 16.0% | — | ||
| Q2 25 | 22.7% | — | ||
| Q1 25 | 11.8% | — | ||
| Q4 24 | 12.7% | — | ||
| Q3 24 | 14.0% | — | ||
| Q2 24 | 16.0% | — | ||
| Q1 24 | 15.8% | — |
现金转化率LNGNJR
| Q4 25 | 0.89× | 0.22× | ||
| Q3 25 | 1.36× | 5.39× | ||
| Q2 25 | 0.51× | — | ||
| Q1 25 | 3.48× | 2.07× | ||
| Q4 24 | 1.68× | -0.07× | ||
| Q3 24 | 1.56× | 0.71× | ||
| Q2 24 | 1.27× | — | ||
| Q1 24 | 2.48× | 2.42× |
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% |
NJR
| Residential | $284.1M | 64% |
| Commercialand Industrial | $53.4M | 12% |
| Firm Transportation | $34.7M | 8% |
| Storage And Transportation ST Segment | $28.1M | 6% |
| Home Services And Other HSO | $16.0M | 4% |
| Energy Services ES Segment | $12.8M | 3% |
| Installationand Maintenance | $6.6M | 1% |
| Electricity | $5.6M | 1% |
| Renewable Energy Certificates | $3.7M | 1% |
| Interruptibleand Offtariff | $2.4M | 1% |
