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MACH NATURAL RESOURCES LP(MNR)与LiveRamp Holdings, Inc.(RAMP)财务数据对比。点击上方公司名可切换其他公司
MACH NATURAL RESOURCES LP的季度营收约是LiveRamp Holdings, Inc.的1.8倍($387.5M vs $212.2M),MACH NATURAL RESOURCES LP净利率更高(18.9% vs 18.8%,领先0.1%),MACH NATURAL RESOURCES LP同比增速更快(65.0% vs 8.6%),过去两年MACH NATURAL RESOURCES LP的营收复合增速更高(27.3% vs 11.1%)
Mach Natural Resources LP是一家总部位于美国的上游能源企业,主要从事石油、天然气及液化天然气的勘探、开发与生产业务,核心运营资产分布在二叠纪盆地等美国陆上油气产区,专注于开发低成本高收益资产,为利益相关方创造可持续回报。
LiveRamp Holdings, Inc.是一家美国SaaS企业,核心业务为提供数据连接平台,服务涵盖数据导入、线下数据线上迁移等能力,助力企业开展营销相关的数据应用,为品牌及营销从业者的数字化运营提供技术支撑。
MNR vs RAMP — 直观对比
营收规模更大
MNR
是对方的1.8倍
$212.2M
营收增速更快
MNR
高出56.4%
8.6%
净利率更高
MNR
高出0.1%
18.8%
两年增速更快
MNR
近两年复合增速
11.1%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $387.5M | $212.2M |
| 净利润 | $73.1M | $39.9M |
| 毛利率 | — | 71.9% |
| 营业利润率 | 26.1% | 18.6% |
| 净利率 | 18.9% | 18.8% |
| 营收同比 | 65.0% | 8.6% |
| 净利润同比 | 100.2% | 255.7% |
| 每股收益(稀释后) | $0.47 | $0.62 |
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
MNR
RAMP
| Q4 25 | $387.5M | $212.2M | ||
| Q3 25 | $272.6M | $199.8M | ||
| Q2 25 | $288.5M | $194.8M | ||
| Q1 25 | $226.8M | $188.7M | ||
| Q4 24 | $234.9M | $195.4M | ||
| Q3 24 | $255.5M | $185.5M | ||
| Q2 24 | $240.0M | $176.0M | ||
| Q1 24 | $239.2M | $171.9M |
净利润
MNR
RAMP
| Q4 25 | $73.1M | $39.9M | ||
| Q3 25 | $-35.7M | $27.4M | ||
| Q2 25 | $89.7M | $7.7M | ||
| Q1 25 | $15.9M | $-6.3M | ||
| Q4 24 | $36.5M | $11.2M | ||
| Q3 24 | $67.4M | $1.7M | ||
| Q2 24 | $39.5M | $-7.5M | ||
| Q1 24 | $41.7M | $-5.4M |
毛利率
MNR
RAMP
| Q4 25 | — | 71.9% | ||
| Q3 25 | — | 70.2% | ||
| Q2 25 | — | 70.1% | ||
| Q1 25 | — | 69.3% | ||
| Q4 24 | — | 71.9% | ||
| Q3 24 | — | 72.4% | ||
| Q2 24 | — | 70.6% | ||
| Q1 24 | — | 72.2% |
营业利润率
MNR
RAMP
| Q4 25 | 26.1% | 18.6% | ||
| Q3 25 | -7.0% | 10.7% | ||
| Q2 25 | 38.6% | 3.7% | ||
| Q1 25 | 22.8% | -6.1% | ||
| Q4 24 | 24.9% | 7.5% | ||
| Q3 24 | 37.1% | 4.0% | ||
| Q2 24 | 29.4% | -3.0% | ||
| Q1 24 | 28.1% | -8.3% |
净利率
MNR
RAMP
| Q4 25 | 18.9% | 18.8% | ||
| Q3 25 | -13.1% | 13.7% | ||
| Q2 25 | 31.1% | 4.0% | ||
| Q1 25 | 7.0% | -3.3% | ||
| Q4 24 | 15.5% | 5.7% | ||
| Q3 24 | 26.4% | 0.9% | ||
| Q2 24 | 16.5% | -4.3% | ||
| Q1 24 | 17.4% | -3.1% |
每股收益(稀释后)
MNR
RAMP
| Q4 25 | $0.47 | $0.62 | ||
| Q3 25 | $-0.28 | $0.42 | ||
| Q2 25 | $0.76 | $0.12 | ||
| Q1 25 | $0.14 | $-0.10 | ||
| Q4 24 | $0.34 | $0.17 | ||
| Q3 24 | $0.70 | $0.03 | ||
| Q2 24 | $0.42 | $-0.11 | ||
| Q1 24 | $0.44 | $-0.09 |
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 | $42.6M | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $962.3M |
| 总资产 | $3.8B | $1.3B |
| 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
MNR
RAMP
| Q4 25 | $42.6M | $403.4M | ||
| Q3 25 | $53.6M | $376.9M | ||
| Q2 25 | $13.8M | $371.1M | ||
| Q1 25 | $7.8M | $420.8M | ||
| Q4 24 | $105.8M | $384.3M | ||
| Q3 24 | $184.5M | $348.4M | ||
| Q2 24 | $144.6M | $342.7M | ||
| Q1 24 | $151.3M | $368.9M |
股东权益
MNR
RAMP
| Q4 25 | — | $962.3M | ||
| Q3 25 | — | $943.8M | ||
| Q2 25 | — | $947.8M | ||
| Q1 25 | — | $948.9M | ||
| Q4 24 | — | $957.7M | ||
| Q3 24 | — | $932.1M | ||
| Q2 24 | — | $951.9M | ||
| Q1 24 | — | $949.1M |
总资产
MNR
RAMP
| Q4 25 | $3.8B | $1.3B | ||
| Q3 25 | $3.8B | $1.2B | ||
| Q2 25 | $2.3B | $1.2B | ||
| Q1 25 | $2.2B | $1.3B | ||
| Q4 24 | $2.3B | $1.3B | ||
| Q3 24 | $2.3B | $1.2B | ||
| Q2 24 | $2.2B | $1.2B | ||
| Q1 24 | $2.3B | $1.2B |
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 | $128.7M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 现金转化率经营现金流/净利润 | 1.76× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
MNR
RAMP
| Q4 25 | $128.7M | — | ||
| Q3 25 | $105.5M | $57.4M | ||
| Q2 25 | $130.1M | $-15.8M | ||
| Q1 25 | $142.5M | — | ||
| Q4 24 | $133.7M | $45.1M | ||
| Q3 24 | $110.8M | $55.6M | ||
| Q2 24 | $116.8M | $-9.3M | ||
| Q1 24 | $144.0M | — |
自由现金流
MNR
RAMP
| Q4 25 | — | — | ||
| Q3 25 | — | $56.8M | ||
| Q2 25 | — | $-16.2M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $44.8M | ||
| Q3 24 | — | $55.4M | ||
| Q2 24 | — | $-9.6M | ||
| Q1 24 | — | — |
自由现金流率
MNR
RAMP
| Q4 25 | — | — | ||
| Q3 25 | — | 28.4% | ||
| Q2 25 | — | -8.3% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 22.9% | ||
| Q3 24 | — | 29.8% | ||
| Q2 24 | — | -5.4% | ||
| Q1 24 | — | — |
资本支出强度
MNR
RAMP
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.1% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.1% | ||
| Q1 24 | — | 1.0% |
现金转化率
MNR
RAMP
| Q4 25 | 1.76× | — | ||
| Q3 25 | — | 2.09× | ||
| Q2 25 | 1.45× | -2.04× | ||
| Q1 25 | 8.97× | — | ||
| Q4 24 | 3.66× | 4.02× | ||
| Q3 24 | 1.64× | 32.10× | ||
| Q2 24 | 2.96× | — | ||
| Q1 24 | 3.45× | — |
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
MNR
| Oil Gas And Natural Gas Liquids Net | $331.0M | 85% |
| Natural Gas Liquids Reserves | $44.8M | 12% |
| Natural Gas Midstream | $8.6M | 2% |
| Products | $6.3M | 2% |
RAMP
暂无分部数据