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MACH NATURAL RESOURCES LP（MNR）与Revolve Group, Inc.（RVLV）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Revolve Group, Inc.的1.2倍（$387.5M vs $324.4M），MACH NATURAL RESOURCES LP净利率更高（18.9% vs 5.7%，领先13.1%），MACH NATURAL RESOURCES LP同比增速更快（65.0% vs 10.4%），过去两年MACH NATURAL RESOURCES LP的营收复合增速更高（27.3% vs 9.5%）
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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
MNR vs RVLV — 直观对比
营收规模更大
MNR
是对方的1.2倍
$324.4M
营收增速更快
MNR
高出54.5%
10.4%
净利率更高
MNR
高出13.1%
5.7%
两年增速更快
MNR
近两年复合增速
9.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $387.5M | $324.4M |
| 净利润 | $73.1M | $18.6M |
| 毛利率 | — | 53.3% |
| 营业利润率 | 26.1% | 6.3% |
| 净利率 | 18.9% | 5.7% |
| 营收同比 | 65.0% | 10.4% |
| 净利润同比 | 100.2% | 50.4% |
| 每股收益（稀释后） | $0.47 | $0.27 |
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MNRRVLV
| Q4 25 | $387.5M | $324.4M | ||
| Q3 25 | $272.6M | $295.6M | ||
| Q2 25 | $288.5M | $309.0M | ||
| Q1 25 | $226.8M | $296.7M | ||
| Q4 24 | $234.9M | $293.7M | ||
| Q3 24 | $255.5M | $283.1M | ||
| Q2 24 | $240.0M | $282.5M | ||
| Q1 24 | $239.2M | $270.6M |
净利润MNRRVLV
| Q4 25 | $73.1M | $18.6M | ||
| Q3 25 | $-35.7M | $21.2M | ||
| Q2 25 | $89.7M | $10.2M | ||
| Q1 25 | $15.9M | $11.8M | ||
| Q4 24 | $36.5M | $12.3M | ||
| Q3 24 | $67.4M | $11.0M | ||
| Q2 24 | $39.5M | $15.4M | ||
| Q1 24 | $41.7M | $10.9M |
毛利率MNRRVLV
| Q4 25 | — | 53.3% | ||
| Q3 25 | — | 54.6% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 52.5% | ||
| Q3 24 | — | 51.2% | ||
| Q2 24 | — | 54.0% | ||
| Q1 24 | — | 52.3% |
营业利润率MNRRVLV
| Q4 25 | 26.1% | 6.3% | ||
| Q3 25 | -7.0% | 7.1% | ||
| Q2 25 | 38.6% | 5.8% | ||
| Q1 25 | 22.8% | 5.0% | ||
| Q4 24 | 24.9% | 3.9% | ||
| Q3 24 | 37.1% | 5.0% | ||
| Q2 24 | 29.4% | 5.8% | ||
| Q1 24 | 28.1% | 3.4% |
净利率MNRRVLV
| Q4 25 | 18.9% | 5.7% | ||
| Q3 25 | -13.1% | 7.2% | ||
| Q2 25 | 31.1% | 3.3% | ||
| Q1 25 | 7.0% | 4.0% | ||
| Q4 24 | 15.5% | 4.2% | ||
| Q3 24 | 26.4% | 3.9% | ||
| Q2 24 | 16.5% | 5.4% | ||
| Q1 24 | 17.4% | 4.0% |
每股收益（稀释后）MNRRVLV
| Q4 25 | $0.47 | $0.27 | ||
| Q3 25 | $-0.28 | $0.29 | ||
| Q2 25 | $0.76 | $0.14 | ||
| Q1 25 | $0.14 | $0.16 | ||
| Q4 24 | $0.34 | $0.18 | ||
| Q3 24 | $0.70 | $0.15 | ||
| Q2 24 | $0.42 | $0.21 | ||
| Q1 24 | $0.44 | $0.15 |
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 | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $512.5M |
| 总资产 | $3.8B | $765.0M |
| 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MNRRVLV
| Q4 25 | $42.6M | $292.3M | ||
| Q3 25 | $53.6M | $315.4M | ||
| Q2 25 | $13.8M | $310.7M | ||
| Q1 25 | $7.8M | $300.8M | ||
| Q4 24 | $105.8M | $256.6M | ||
| Q3 24 | $184.5M | $252.8M | ||
| Q2 24 | $144.6M | $244.7M | ||
| Q1 24 | $151.3M | $273.4M |
股东权益MNRRVLV
| Q4 25 | — | $512.5M | ||
| Q3 25 | — | $490.2M | ||
| Q2 25 | — | $468.6M | ||
| Q1 25 | — | $453.4M | ||
| Q4 24 | — | $437.8M | ||
| Q3 24 | — | $420.8M | ||
| Q2 24 | — | $405.8M | ||
| Q1 24 | — | $389.9M |
总资产MNRRVLV
| Q4 25 | $3.8B | $765.0M | ||
| Q3 25 | $3.8B | $751.3M | ||
| Q2 25 | $2.3B | $722.9M | ||
| Q1 25 | $2.2B | $713.9M | ||
| Q4 24 | $2.3B | $665.5M | ||
| Q3 24 | $2.3B | $670.9M | ||
| Q2 24 | $2.2B | $657.8M | ||
| Q1 24 | $2.3B | $650.0M |
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 | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-13.3M |
| 自由现金流率自由现金流/营收 | — | -4.1% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 现金转化率经营现金流/净利润 | 1.76× | -0.55× |
| 过去12个月自由现金流最近4个季度 | — | $48.0M |
8季度趋势，按日历期对齐
经营现金流MNRRVLV
| Q4 25 | $128.7M | $-10.2M | ||
| Q3 25 | $105.5M | $11.8M | ||
| Q2 25 | $130.1M | $12.6M | ||
| Q1 25 | $142.5M | $45.1M | ||
| Q4 24 | $133.7M | $3.9M | ||
| Q3 24 | $110.8M | $9.1M | ||
| Q2 24 | $116.8M | $-24.7M | ||
| Q1 24 | $144.0M | $38.4M |
自由现金流MNRRVLV
| Q4 25 | — | $-13.3M | ||
| Q3 25 | — | $7.5M | ||
| Q2 25 | — | $10.4M | ||
| Q1 25 | — | $43.4M | ||
| Q4 24 | — | $2.1M | ||
| Q3 24 | — | $8.0M | ||
| Q2 24 | — | $-25.7M | ||
| Q1 24 | — | $36.7M |
自由现金流率MNRRVLV
| Q4 25 | — | -4.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 14.6% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | -9.1% | ||
| Q1 24 | — | 13.5% |
资本支出强度MNRRVLV
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 0.6% |
现金转化率MNRRVLV
| Q4 25 | 1.76× | -0.55× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | 1.45× | 1.24× | ||
| Q1 25 | 8.97× | 3.82× | ||
| Q4 24 | 3.66× | 0.32× | ||
| Q3 24 | 1.64× | 0.83× | ||
| Q2 24 | 2.96× | -1.60× | ||
| Q1 24 | 3.45× | 3.53× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
