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MACH NATURAL RESOURCES LP（MNR）与REPLIGEN CORP（RGEN）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REPLIGEN CORP的2.0倍（$387.5M vs $197.9M），MACH NATURAL RESOURCES LP净利率更高（18.9% vs 6.7%，领先12.1%），MACH NATURAL RESOURCES LP同比增速更快（65.0% vs 13.6%），过去两年MACH NATURAL RESOURCES LP的营收复合增速更高（27.3% vs 14.4%）
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。
Repligen是一家全球生命科学企业，专注于创新生物工艺技术与系统的研发及商业化，助力提升生物药生产效率。公司1981年成立，总部位于美国马萨诸塞州沃尔瑟姆，于纳斯达克挂牌上市，股票代码RGEN，截至2025年全球员工超1900人，主要服务生物制药领域客户。
MNR vs RGEN — 直观对比
营收规模更大
MNR
是对方的2.0倍
$197.9M
营收增速更快
MNR
高出51.3%
13.6%
净利率更高
MNR
高出12.1%
6.7%
两年增速更快
MNR
近两年复合增速
14.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $387.5M | $197.9M |
| 净利润 | $73.1M | $13.3M |
| 毛利率 | — | 52.5% |
| 营业利润率 | 26.1% | 9.0% |
| 净利率 | 18.9% | 6.7% |
| 营收同比 | 65.0% | 13.6% |
| 净利润同比 | 100.2% | 143.9% |
| 每股收益（稀释后） | $0.47 | $0.24 |
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MNRRGEN
| Q4 25 | $387.5M | $197.9M | ||
| Q3 25 | $272.6M | $188.8M | ||
| Q2 25 | $288.5M | $182.4M | ||
| Q1 25 | $226.8M | $169.2M | ||
| Q4 24 | $234.9M | $174.1M | ||
| Q3 24 | $255.5M | $154.9M | ||
| Q2 24 | $240.0M | $154.1M | ||
| Q1 24 | $239.2M | $151.3M |
净利润MNRRGEN
| Q4 25 | $73.1M | $13.3M | ||
| Q3 25 | $-35.7M | $14.9M | ||
| Q2 25 | $89.7M | $14.9M | ||
| Q1 25 | $15.9M | $5.8M | ||
| Q4 24 | $36.5M | $-30.3M | ||
| Q3 24 | $67.4M | $-654.0K | ||
| Q2 24 | $39.5M | $3.3M | ||
| Q1 24 | $41.7M | $2.1M |
毛利率MNRRGEN
| Q4 25 | — | 52.5% | ||
| Q3 25 | — | 53.2% | ||
| Q2 25 | — | 50.0% | ||
| Q1 25 | — | 53.6% | ||
| Q4 24 | — | 26.1% | ||
| Q3 24 | — | 50.0% | ||
| Q2 24 | — | 49.8% | ||
| Q1 24 | — | 49.5% |
营业利润率MNRRGEN
| Q4 25 | 26.1% | 9.0% | ||
| Q3 25 | -7.0% | 8.9% | ||
| Q2 25 | 38.6% | 7.6% | ||
| Q1 25 | 22.8% | 3.9% | ||
| Q4 24 | 24.9% | -17.7% | ||
| Q3 24 | 37.1% | -5.1% | ||
| Q2 24 | 29.4% | 1.0% | ||
| Q1 24 | 28.1% | 1.3% |
净利率MNRRGEN
| Q4 25 | 18.9% | 6.7% | ||
| Q3 25 | -13.1% | 7.9% | ||
| Q2 25 | 31.1% | 8.2% | ||
| Q1 25 | 7.0% | 3.4% | ||
| Q4 24 | 15.5% | -17.4% | ||
| Q3 24 | 26.4% | -0.4% | ||
| Q2 24 | 16.5% | 2.2% | ||
| Q1 24 | 17.4% | 1.4% |
每股收益（稀释后）MNRRGEN
| Q4 25 | $0.47 | $0.24 | ||
| Q3 25 | $-0.28 | $0.26 | ||
| Q2 25 | $0.76 | $0.26 | ||
| Q1 25 | $0.14 | $0.10 | ||
| Q4 24 | $0.34 | $-0.55 | ||
| Q3 24 | $0.70 | $-0.01 | ||
| Q2 24 | $0.42 | $0.06 | ||
| Q1 24 | $0.44 | $0.04 |
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 | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | — | $2.1B |
| 总资产 | $3.8B | $2.9B |
| 负债/权益比越低杠杆越低 | — | 0.26× |
8季度趋势，按日历期对齐
现金及短期投资MNRRGEN
| Q4 25 | $42.6M | $767.6M | ||
| Q3 25 | $53.6M | $748.7M | ||
| Q2 25 | $13.8M | $708.9M | ||
| Q1 25 | $7.8M | $697.2M | ||
| Q4 24 | $105.8M | $757.4M | ||
| Q3 24 | $184.5M | $784.0M | ||
| Q2 24 | $144.6M | $809.1M | ||
| Q1 24 | $151.3M | $780.6M |
总债务MNRRGEN
| Q4 25 | — | $542.2M | ||
| Q3 25 | — | $537.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $525.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益MNRRGEN
| Q4 25 | — | $2.1B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $2.0B |
总资产MNRRGEN
| Q4 25 | $3.8B | $2.9B | ||
| Q3 25 | $3.8B | $2.9B | ||
| Q2 25 | $2.3B | $2.9B | ||
| Q1 25 | $2.2B | $2.9B | ||
| Q4 24 | $2.3B | $2.8B | ||
| Q3 24 | $2.3B | $2.8B | ||
| Q2 24 | $2.2B | $2.9B | ||
| Q1 24 | $2.3B | $2.8B |
负债/权益比MNRRGEN
| Q4 25 | — | 0.26× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.27× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $25.7M |
| 自由现金流经营现金流 - 资本支出 | — | $17.6M |
| 自由现金流率自由现金流/营收 | — | 8.9% |
| 资本支出强度资本支出/营收 | — | 4.1% |
| 现金转化率经营现金流/净利润 | 1.76× | 1.93× |
| 过去12个月自由现金流最近4个季度 | — | $93.9M |
8季度趋势，按日历期对齐
经营现金流MNRRGEN
| Q4 25 | $128.7M | $25.7M | ||
| Q3 25 | $105.5M | $48.1M | ||
| Q2 25 | $130.1M | $28.6M | ||
| Q1 25 | $142.5M | $15.0M | ||
| Q4 24 | $133.7M | $39.2M | ||
| Q3 24 | $110.8M | $49.3M | ||
| Q2 24 | $116.8M | $42.2M | ||
| Q1 24 | $144.0M | $44.7M |
自由现金流MNRRGEN
| Q4 25 | — | $17.6M | ||
| Q3 25 | — | $43.4M | ||
| Q2 25 | — | $21.5M | ||
| Q1 25 | — | $11.4M | ||
| Q4 24 | — | $33.6M | ||
| Q3 24 | — | $42.3M | ||
| Q2 24 | — | $37.4M | ||
| Q1 24 | — | $36.4M |
自由现金流率MNRRGEN
| Q4 25 | — | 8.9% | ||
| Q3 25 | — | 23.0% | ||
| Q2 25 | — | 11.8% | ||
| Q1 25 | — | 6.8% | ||
| Q4 24 | — | 19.3% | ||
| Q3 24 | — | 27.3% | ||
| Q2 24 | — | 24.3% | ||
| Q1 24 | — | 24.0% |
资本支出强度MNRRGEN
| Q4 25 | — | 4.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 3.9% | ||
| Q1 25 | — | 2.1% | ||
| Q4 24 | — | 3.2% | ||
| Q3 24 | — | 4.5% | ||
| Q2 24 | — | 3.1% | ||
| Q1 24 | — | 5.5% |
现金转化率MNRRGEN
| Q4 25 | 1.76× | 1.93× | ||
| Q3 25 | — | 3.23× | ||
| Q2 25 | 1.45× | 1.92× | ||
| Q1 25 | 8.97× | 2.57× | ||
| Q4 24 | 3.66× | — | ||
| Q3 24 | 1.64× | — | ||
| Q2 24 | 2.96× | 12.70× | ||
| Q1 24 | 3.45× | 21.35× |
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% |
RGEN
暂无分部数据
