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MACH NATURAL RESOURCES LP（MNR）与ROGERS CORP（ROG）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ROGERS CORP的1.9倍（$387.5M vs $200.5M），MACH NATURAL RESOURCES LP净利率更高（18.9% vs 2.2%，领先16.6%），MACH NATURAL RESOURCES LP同比增速更快（65.0% vs 5.2%），过去两年MACH NATURAL RESOURCES LP的营收复合增速更高（27.3% vs -3.3%）
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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
MNR vs ROG — 直观对比
营收规模更大
MNR
是对方的1.9倍
$200.5M
营收增速更快
MNR
高出59.7%
5.2%
净利率更高
MNR
高出16.6%
2.2%
两年增速更快
MNR
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $387.5M | $200.5M |
| 净利润 | $73.1M | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | 26.1% | — |
| 净利率 | 18.9% | 2.2% |
| 营收同比 | 65.0% | 5.2% |
| 净利润同比 | 100.2% | 421.4% |
| 每股收益（稀释后） | $0.47 | $0.25 |
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MNRROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $387.5M | $201.5M | ||
| Q3 25 | $272.6M | $216.0M | ||
| Q2 25 | $288.5M | $202.8M | ||
| Q1 25 | $226.8M | $190.5M | ||
| Q4 24 | $234.9M | $192.2M | ||
| Q3 24 | $255.5M | $210.3M | ||
| Q2 24 | $240.0M | $214.2M |
净利润MNRROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $73.1M | $4.6M | ||
| Q3 25 | $-35.7M | $8.6M | ||
| Q2 25 | $89.7M | $-73.6M | ||
| Q1 25 | $15.9M | $-1.4M | ||
| Q4 24 | $36.5M | $-500.0K | ||
| Q3 24 | $67.4M | $10.7M | ||
| Q2 24 | $39.5M | $8.1M |
毛利率MNRROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 34.1% |
营业利润率MNRROG
| Q1 26 | — | — | ||
| Q4 25 | 26.1% | 3.5% | ||
| Q3 25 | -7.0% | 7.3% | ||
| Q2 25 | 38.6% | -33.3% | ||
| Q1 25 | 22.8% | -0.2% | ||
| Q4 24 | 24.9% | -6.6% | ||
| Q3 24 | 37.1% | 6.9% | ||
| Q2 24 | 29.4% | 5.3% |
净利率MNRROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 18.9% | 2.3% | ||
| Q3 25 | -13.1% | 4.0% | ||
| Q2 25 | 31.1% | -36.3% | ||
| Q1 25 | 7.0% | -0.7% | ||
| Q4 24 | 15.5% | -0.3% | ||
| Q3 24 | 26.4% | 5.1% | ||
| Q2 24 | 16.5% | 3.8% |
每股收益（稀释后）MNRROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.47 | $0.20 | ||
| Q3 25 | $-0.28 | $0.48 | ||
| Q2 25 | $0.76 | $-4.00 | ||
| Q1 25 | $0.14 | $-0.08 | ||
| Q4 24 | $0.34 | $-0.04 | ||
| Q3 24 | $0.70 | $0.58 | ||
| Q2 24 | $0.42 | $0.44 |
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 | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $1.2B |
| 总资产 | $3.8B | $1.4B |
| 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MNRROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $42.6M | $197.0M | ||
| Q3 25 | $53.6M | $167.8M | ||
| Q2 25 | $13.8M | $157.2M | ||
| Q1 25 | $7.8M | $175.6M | ||
| Q4 24 | $105.8M | $159.8M | ||
| Q3 24 | $184.5M | $146.4M | ||
| Q2 24 | $144.6M | $119.9M |
股东权益MNRROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.3B | ||
| Q2 24 | — | $1.3B |
总资产MNRROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $3.8B | $1.4B | ||
| Q3 25 | $3.8B | $1.4B | ||
| Q2 25 | $2.3B | $1.5B | ||
| Q1 25 | $2.2B | $1.5B | ||
| Q4 24 | $2.3B | $1.5B | ||
| Q3 24 | $2.3B | $1.5B | ||
| Q2 24 | $2.2B | $1.5B |
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 | $5.8M |
| 自由现金流经营现金流 - 资本支出 | — | $1.1M |
| 自由现金流率自由现金流/营收 | — | 0.5% |
| 资本支出强度资本支出/营收 | — | 2.3% |
| 现金转化率经营现金流/净利润 | 1.76× | 1.29× |
| 过去12个月自由现金流最近4个季度 | — | $70.1M |
8季度趋势，按日历期对齐
经营现金流MNRROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $128.7M | $46.9M | ||
| Q3 25 | $105.5M | $28.9M | ||
| Q2 25 | $130.1M | $13.7M | ||
| Q1 25 | $142.5M | $11.7M | ||
| Q4 24 | $133.7M | $33.7M | ||
| Q3 24 | $110.8M | $42.4M | ||
| Q2 24 | $116.8M | $22.9M |
自由现金流MNRROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | — | $42.2M | ||
| Q3 25 | — | $21.2M | ||
| Q2 25 | — | $5.6M | ||
| Q1 25 | — | $2.1M | ||
| Q4 24 | — | $18.3M | ||
| Q3 24 | — | $25.2M | ||
| Q2 24 | — | $8.8M |
自由现金流率MNRROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | 20.9% | ||
| Q3 25 | — | 9.8% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | — | 12.0% | ||
| Q2 24 | — | 4.1% |
资本支出强度MNRROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 4.0% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | 8.2% | ||
| Q2 24 | — | 6.6% |
现金转化率MNRROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 1.76× | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | 1.45× | — | ||
| Q1 25 | 8.97× | — | ||
| Q4 24 | 3.66× | — | ||
| Q3 24 | 1.64× | 3.96× | ||
| Q2 24 | 2.96× | 2.83× |
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% |
ROG
暂无分部数据
