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MACH NATURAL RESOURCES LP(MNR)与Rackspace Technology, Inc.(RXT)财务数据对比。点击上方公司名可切换其他公司
Rackspace Technology, Inc.的季度营收约是MACH NATURAL RESOURCES LP的1.8倍($682.8M vs $387.5M),MACH NATURAL RESOURCES LP净利率更高(18.9% vs -4.8%,领先23.6%),MACH NATURAL RESOURCES LP同比增速更快(65.0% vs -0.4%),过去两年MACH NATURAL RESOURCES LP的营收复合增速更高(27.3% vs -0.6%)
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。
Rackspace Technology, Inc.是总部位于美国得克萨斯州圣安东尼奥的云计算企业,在弗吉尼亚州雷斯顿以及澳大利亚、加拿大、英国、印度、迪拜、瑞士、荷兰、德国、新加坡、墨西哥、中国香港等多个国家和地区设有办事处,数据中心分布于全球多个主要城市,为客户提供专业的云计算相关服务。
MNR vs RXT — 直观对比
营收规模更大
RXT
是对方的1.8倍
$387.5M
营收增速更快
MNR
高出65.4%
-0.4%
净利率更高
MNR
高出23.6%
-4.8%
两年增速更快
MNR
近两年复合增速
-0.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $387.5M | $682.8M |
| 净利润 | $73.1M | $-32.7M |
| 毛利率 | — | 17.6% |
| 营业利润率 | 26.1% | -0.5% |
| 净利率 | 18.9% | -4.8% |
| 营收同比 | 65.0% | -0.4% |
| 净利润同比 | 100.2% | 41.6% |
| 每股收益(稀释后) | $0.47 | $-0.13 |
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
RXT
| Q4 25 | $387.5M | $682.8M | ||
| Q3 25 | $272.6M | $671.2M | ||
| Q2 25 | $288.5M | $666.3M | ||
| Q1 25 | $226.8M | $665.4M | ||
| Q4 24 | $234.9M | $685.6M | ||
| Q3 24 | $255.5M | $675.8M | ||
| Q2 24 | $240.0M | $684.9M | ||
| Q1 24 | $239.2M | $690.8M |
净利润
MNR
RXT
| Q4 25 | $73.1M | $-32.7M | ||
| Q3 25 | $-35.7M | $-67.1M | ||
| Q2 25 | $89.7M | $-54.5M | ||
| Q1 25 | $15.9M | $-71.5M | ||
| Q4 24 | $36.5M | $-56.0M | ||
| Q3 24 | $67.4M | $-186.6M | ||
| Q2 24 | $39.5M | $25.0M | ||
| Q1 24 | $41.7M | $-640.6M |
毛利率
MNR
RXT
| Q4 25 | — | 17.6% | ||
| Q3 25 | — | 19.4% | ||
| Q2 25 | — | 19.4% | ||
| Q1 25 | — | 19.1% | ||
| Q4 24 | — | 19.2% | ||
| Q3 24 | — | 20.3% | ||
| Q2 24 | — | 19.2% | ||
| Q1 24 | — | 19.2% |
营业利润率
MNR
RXT
| Q4 25 | 26.1% | -0.5% | ||
| Q3 25 | -7.0% | -5.1% | ||
| Q2 25 | 38.6% | -3.8% | ||
| Q1 25 | 22.8% | -5.8% | ||
| Q4 24 | 24.9% | -4.2% | ||
| Q3 24 | 37.1% | -25.7% | ||
| Q2 24 | 29.4% | -7.9% | ||
| Q1 24 | 28.1% | -94.5% |
净利率
MNR
RXT
| Q4 25 | 18.9% | -4.8% | ||
| Q3 25 | -13.1% | -10.0% | ||
| Q2 25 | 31.1% | -8.2% | ||
| Q1 25 | 7.0% | -10.7% | ||
| Q4 24 | 15.5% | -8.2% | ||
| Q3 24 | 26.4% | -27.6% | ||
| Q2 24 | 16.5% | 3.7% | ||
| Q1 24 | 17.4% | -92.7% |
每股收益(稀释后)
MNR
RXT
| Q4 25 | $0.47 | $-0.13 | ||
| Q3 25 | $-0.28 | $-0.28 | ||
| Q2 25 | $0.76 | $-0.23 | ||
| Q1 25 | $0.14 | $-0.31 | ||
| Q4 24 | $0.34 | $-0.20 | ||
| Q3 24 | $0.70 | $-0.82 | ||
| Q2 24 | $0.42 | $0.11 | ||
| Q1 24 | $0.44 | $-2.91 |
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 | $105.8M |
| 总债务越低越好 | — | $2.7B |
| 股东权益账面价值 | — | $-1.2B |
| 总资产 | $3.8B | $2.8B |
| 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
RXT
| Q4 25 | $42.6M | $105.8M | ||
| Q3 25 | $53.6M | $99.5M | ||
| Q2 25 | $13.8M | $103.9M | ||
| Q1 25 | $7.8M | $128.0M | ||
| Q4 24 | $105.8M | $144.0M | ||
| Q3 24 | $184.5M | $157.1M | ||
| Q2 24 | $144.6M | $190.2M | ||
| Q1 24 | $151.3M | $282.6M |
总债务
MNR
RXT
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | — | $2.8B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | — | $2.9B | ||
| Q1 24 | — | $3.0B |
股东权益
MNR
RXT
| Q4 25 | — | $-1.2B | ||
| Q3 25 | — | $-1.2B | ||
| Q2 25 | — | $-1.1B | ||
| Q1 25 | — | $-1.1B | ||
| Q4 24 | — | $-1.0B | ||
| Q3 24 | — | $-949.7M | ||
| Q2 24 | — | $-756.2M | ||
| Q1 24 | — | $-787.2M |
总资产
MNR
RXT
| Q4 25 | $3.8B | $2.8B | ||
| Q3 25 | $3.8B | $2.8B | ||
| Q2 25 | $2.3B | $2.9B | ||
| Q1 25 | $2.2B | $3.0B | ||
| Q4 24 | $2.3B | $3.1B | ||
| Q3 24 | $2.3B | $3.1B | ||
| Q2 24 | $2.2B | $3.4B | ||
| Q1 24 | $2.3B | $3.5B |
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 | $59.7M |
| 自由现金流经营现金流 - 资本支出 | — | $56.0M |
| 自由现金流率自由现金流/营收 | — | 8.2% |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | — | $90.6M |
8季度趋势,按日历期对齐
经营现金流
MNR
RXT
| Q4 25 | $128.7M | $59.7M | ||
| Q3 25 | $105.5M | $70.7M | ||
| Q2 25 | $130.1M | $8.4M | ||
| Q1 25 | $142.5M | $12.6M | ||
| Q4 24 | $133.7M | $54.3M | ||
| Q3 24 | $110.8M | $51.8M | ||
| Q2 24 | $116.8M | $24.1M | ||
| Q1 24 | $144.0M | $-90.3M |
自由现金流
MNR
RXT
| Q4 25 | — | $56.0M | ||
| Q3 25 | — | $42.7M | ||
| Q2 25 | — | $-12.4M | ||
| Q1 25 | — | $4.3M | ||
| Q4 24 | — | $34.4M | ||
| Q3 24 | — | $27.3M | ||
| Q2 24 | — | $-14.5M | ||
| Q1 24 | — | $-118.4M |
自由现金流率
MNR
RXT
| Q4 25 | — | 8.2% | ||
| Q3 25 | — | 6.4% | ||
| Q2 25 | — | -1.9% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 5.0% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | -2.1% | ||
| Q1 24 | — | -17.1% |
资本支出强度
MNR
RXT
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 4.2% | ||
| Q2 25 | — | 3.1% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | — | 3.6% | ||
| Q2 24 | — | 5.6% | ||
| Q1 24 | — | 4.1% |
现金转化率
MNR
RXT
| Q4 25 | 1.76× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.45× | — | ||
| Q1 25 | 8.97× | — | ||
| Q4 24 | 3.66× | — | ||
| Q3 24 | 1.64× | — | ||
| Q2 24 | 2.96× | 0.96× | ||
| 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% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |