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MACH NATURAL RESOURCES LP（MNR）与Rapid7, Inc.（RPD）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Rapid7, Inc.的1.8倍（$387.5M vs $217.4M），MACH NATURAL RESOURCES LP净利率更高（18.9% vs 1.4%，领先17.4%），MACH NATURAL RESOURCES LP同比增速更快（65.0% vs 0.5%），过去两年MACH NATURAL RESOURCES LP的营收复合增速更高（27.3% vs 3.0%）
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。
Rapid7是全球领先的网络安全企业，提供漏洞管理、威胁检测与响应、云安全、安全分析等全系列安全解决方案，服务全球科技、医疗、金融、制造等行业的各类规模企业及公共部门客户，助力客户高效识别、应对和缓解网络安全风险。
MNR vs RPD — 直观对比
营收规模更大
MNR
是对方的1.8倍
$217.4M
营收增速更快
MNR
高出64.4%
0.5%
净利率更高
MNR
高出17.4%
1.4%
两年增速更快
MNR
近两年复合增速
3.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $387.5M | $217.4M |
| 净利润 | $73.1M | $3.1M |
| 毛利率 | — | 68.9% |
| 营业利润率 | 26.1% | 1.0% |
| 净利率 | 18.9% | 1.4% |
| 营收同比 | 65.0% | 0.5% |
| 净利润同比 | 100.2% | 44.1% |
| 每股收益（稀释后） | $0.47 | $0.05 |
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MNRRPD
| Q4 25 | $387.5M | $217.4M | ||
| Q3 25 | $272.6M | $218.0M | ||
| Q2 25 | $288.5M | $214.2M | ||
| Q1 25 | $226.8M | $210.3M | ||
| Q4 24 | $234.9M | $216.3M | ||
| Q3 24 | $255.5M | $214.7M | ||
| Q2 24 | $240.0M | $208.0M | ||
| Q1 24 | $239.2M | $205.1M |
净利润MNRRPD
| Q4 25 | $73.1M | $3.1M | ||
| Q3 25 | $-35.7M | $9.8M | ||
| Q2 25 | $89.7M | $8.3M | ||
| Q1 25 | $15.9M | $2.1M | ||
| Q4 24 | $36.5M | $2.2M | ||
| Q3 24 | $67.4M | $15.4M | ||
| Q2 24 | $39.5M | $6.5M | ||
| Q1 24 | $41.7M | $1.4M |
毛利率MNRRPD
| Q4 25 | — | 68.9% | ||
| Q3 25 | — | 70.2% | ||
| Q2 25 | — | 70.6% | ||
| Q1 25 | — | 71.7% | ||
| Q4 24 | — | 69.5% | ||
| Q3 24 | — | 70.6% | ||
| Q2 24 | — | 70.7% | ||
| Q1 24 | — | 70.3% |
营业利润率MNRRPD
| Q4 25 | 26.1% | 1.0% | ||
| Q3 25 | -7.0% | 2.7% | ||
| Q2 25 | 38.6% | 1.6% | ||
| Q1 25 | 22.8% | -0.0% | ||
| Q4 24 | 24.9% | 3.4% | ||
| Q3 24 | 37.1% | 6.0% | ||
| Q2 24 | 29.4% | 2.5% | ||
| Q1 24 | 28.1% | 4.7% |
净利率MNRRPD
| Q4 25 | 18.9% | 1.4% | ||
| Q3 25 | -13.1% | 4.5% | ||
| Q2 25 | 31.1% | 3.9% | ||
| Q1 25 | 7.0% | 1.0% | ||
| Q4 24 | 15.5% | 1.0% | ||
| Q3 24 | 26.4% | 7.2% | ||
| Q2 24 | 16.5% | 3.1% | ||
| Q1 24 | 17.4% | 0.7% |
每股收益（稀释后）MNRRPD
| Q4 25 | $0.47 | $0.05 | ||
| Q3 25 | $-0.28 | $0.15 | ||
| Q2 25 | $0.76 | $0.13 | ||
| Q1 25 | $0.14 | $0.03 | ||
| Q4 24 | $0.34 | $0.08 | ||
| Q3 24 | $0.70 | $0.21 | ||
| Q2 24 | $0.42 | $0.09 | ||
| Q1 24 | $0.44 | $0.02 |
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 | $474.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $154.7M |
| 总资产 | $3.8B | $1.7B |
| 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MNRRPD
| Q4 25 | $42.6M | $474.7M | ||
| Q3 25 | $53.6M | $407.1M | ||
| Q2 25 | $13.8M | $511.7M | ||
| Q1 25 | $7.8M | $493.5M | ||
| Q4 24 | $105.8M | $521.7M | ||
| Q3 24 | $184.5M | $443.7M | ||
| Q2 24 | $144.6M | $442.6M | ||
| Q1 24 | $151.3M | $411.7M |
股东权益MNRRPD
| Q4 25 | — | $154.7M | ||
| Q3 25 | — | $127.2M | ||
| Q2 25 | — | $90.4M | ||
| Q1 25 | — | $52.7M | ||
| Q4 24 | — | $17.7M | ||
| Q3 24 | — | $-5.1M | ||
| Q2 24 | — | $-52.6M | ||
| Q1 24 | — | $-86.4M |
总资产MNRRPD
| Q4 25 | $3.8B | $1.7B | ||
| Q3 25 | $3.8B | $1.7B | ||
| Q2 25 | $2.3B | $1.6B | ||
| Q1 25 | $2.2B | $1.6B | ||
| Q4 24 | $2.3B | $1.7B | ||
| Q3 24 | $2.3B | $1.6B | ||
| Q2 24 | $2.2B | $1.5B | ||
| Q1 24 | $2.3B | $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 | $37.6M |
| 自由现金流经营现金流 - 资本支出 | — | $36.4M |
| 自由现金流率自由现金流/营收 | — | 16.8% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 现金转化率经营现金流/净利润 | 1.76× | 12.01× |
| 过去12个月自由现金流最近4个季度 | — | $146.2M |
8季度趋势，按日历期对齐
经营现金流MNRRPD
| Q4 25 | $128.7M | $37.6M | ||
| Q3 25 | $105.5M | $39.0M | ||
| Q2 25 | $130.1M | $47.5M | ||
| Q1 25 | $142.5M | $29.8M | ||
| Q4 24 | $133.7M | $63.8M | ||
| Q3 24 | $110.8M | $44.0M | ||
| Q2 24 | $116.8M | $32.9M | ||
| Q1 24 | $144.0M | $31.1M |
自由现金流MNRRPD
| Q4 25 | — | $36.4M | ||
| Q3 25 | — | $34.8M | ||
| Q2 25 | — | $46.6M | ||
| Q1 25 | — | $28.4M | ||
| Q4 24 | — | $62.6M | ||
| Q3 24 | — | $42.6M | ||
| Q2 24 | — | $32.6M | ||
| Q1 24 | — | $30.4M |
自由现金流率MNRRPD
| Q4 25 | — | 16.8% | ||
| Q3 25 | — | 16.0% | ||
| Q2 25 | — | 21.8% | ||
| Q1 25 | — | 13.5% | ||
| Q4 24 | — | 28.9% | ||
| Q3 24 | — | 19.9% | ||
| Q2 24 | — | 15.7% | ||
| Q1 24 | — | 14.8% |
资本支出强度MNRRPD
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | — | 0.1% | ||
| Q1 24 | — | 0.3% |
现金转化率MNRRPD
| Q4 25 | 1.76× | 12.01× | ||
| Q3 25 | — | 3.97× | ||
| Q2 25 | 1.45× | 5.70× | ||
| Q1 25 | 8.97× | 14.14× | ||
| Q4 24 | 3.66× | 29.36× | ||
| Q3 24 | 1.64× | 2.85× | ||
| Q2 24 | 2.96× | 5.03× | ||
| Q1 24 | 3.45× | 22.10× |
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% |
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |
