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MP Materials Corp.（MP）与CarParts.com, Inc.（PRTS）财务数据对比。点击上方公司名可切换其他公司
CarParts.com, Inc.的季度营收约是MP Materials Corp.的1.3倍（$120.4M vs $90.6M），MP Materials Corp.净利率更高（-8.8% vs -9.6%，领先0.8%），MP Materials Corp.同比增速更快（49.1% vs -9.8%），过去两年MP Materials Corp.的营收复合增速更高（70.3% vs -8.6%）
MP Materials Corp.是总部位于美国的稀土材料生产商，拥有并运营加利福尼亚州芒廷帕斯矿，这是西半球唯一在产的稀土开采及加工设施，所产核心材料可广泛应用于电动汽车、风力发电机、国防工业等多个关键领域。
GPC是一家总部位于美国佐治亚州亚特兰大的汽车与工业零部件分销商，1928年由弗雷泽兄弟创立，目前拥有约六万名员工。除美国本土市场外，公司业务还覆盖澳大拉西亚、比利时、加拿大、法国、德国、墨西哥、荷兰、波兰及英国，旗下拥有知名汽车零部件零售商NAPA Auto Parts和工业零部件分销商Motion。
MP vs PRTS — 直观对比
营收规模更大
PRTS
是对方的1.3倍
$90.6M
营收增速更快
MP
高出58.9%
-9.8%
净利率更高
MP
高出0.8%
-9.6%
两年增速更快
MP
近两年复合增速
-8.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $90.6M | $120.4M |
| 净利润 | $-8.0M | $-11.6M |
| 毛利率 | — | 33.2% |
| 营业利润率 | — | — |
| 净利率 | -8.8% | -9.6% |
| 营收同比 | 49.1% | -9.8% |
| 净利润同比 | 64.8% | 25.0% |
| 每股收益（稀释后） | $-0.04 | $-0.82 |
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MPPRTS
| Q1 26 | $90.6M | — | ||
| Q4 25 | $52.7M | $120.4M | ||
| Q3 25 | $53.6M | $127.8M | ||
| Q2 25 | $57.4M | $151.9M | ||
| Q1 25 | $60.8M | $147.4M | ||
| Q4 24 | $61.0M | $133.5M | ||
| Q3 24 | $62.9M | $144.8M | ||
| Q2 24 | $31.3M | $144.3M |
净利润MPPRTS
| Q1 26 | $-8.0M | — | ||
| Q4 25 | $9.4M | $-11.6M | ||
| Q3 25 | $-41.8M | $-10.9M | ||
| Q2 25 | $-30.9M | $-12.7M | ||
| Q1 25 | $-22.6M | $-15.3M | ||
| Q4 24 | $-22.3M | $-15.4M | ||
| Q3 24 | $-25.5M | $-10.0M | ||
| Q2 24 | $-34.1M | $-8.7M |
毛利率MPPRTS
| Q1 26 | — | — | ||
| Q4 25 | — | 33.2% | ||
| Q3 25 | — | 33.1% | ||
| Q2 25 | — | 32.8% | ||
| Q1 25 | — | 32.1% | ||
| Q4 24 | — | 32.5% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 33.5% |
营业利润率MPPRTS
| Q1 26 | — | — | ||
| Q4 25 | -7.0% | — | ||
| Q3 25 | -125.2% | -7.9% | ||
| Q2 25 | -76.5% | -8.2% | ||
| Q1 25 | -57.2% | -10.3% | ||
| Q4 24 | -72.1% | -11.6% | ||
| Q3 24 | -62.8% | -6.9% | ||
| Q2 24 | -171.1% | -6.0% |
净利率MPPRTS
| Q1 26 | -8.8% | — | ||
| Q4 25 | 17.9% | -9.6% | ||
| Q3 25 | -78.0% | -8.5% | ||
| Q2 25 | -53.8% | -8.4% | ||
| Q1 25 | -37.2% | -10.4% | ||
| Q4 24 | -36.6% | -11.5% | ||
| Q3 24 | -40.5% | -6.9% | ||
| Q2 24 | -108.9% | -6.0% |
每股收益（稀释后）MPPRTS
| Q1 26 | $-0.04 | — | ||
| Q4 25 | $0.07 | $-0.82 | ||
| Q3 25 | $-0.24 | $-0.19 | ||
| Q2 25 | $-0.19 | $-0.23 | ||
| Q1 25 | $-0.14 | $-0.27 | ||
| Q4 24 | $-0.12 | $-0.28 | ||
| Q3 24 | $-0.16 | $-0.17 | ||
| Q2 24 | $-0.21 | $-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 | $1.7B | $25.8M |
| 总债务越低越好 | $1.0B | — |
| 股东权益账面价值 | $2.0B | $53.5M |
| 总资产 | $3.8B | $184.9M |
| 负债/权益比越低杠杆越低 | 0.51× | — |
8季度趋势，按日历期对齐
现金及短期投资MPPRTS
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.2B | $25.8M | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $261.5M | — | ||
| Q1 25 | $198.3M | — | ||
| Q4 24 | $282.4M | — | ||
| Q3 24 | $284.4M | — | ||
| Q2 24 | $295.6M | — |
总债务MPPRTS
| Q1 26 | $1.0B | — | ||
| Q4 25 | $998.7M | — | ||
| Q3 25 | $997.3M | — | ||
| Q2 25 | $910.8M | — | ||
| Q1 25 | $909.8M | — | ||
| Q4 24 | $908.7M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益MPPRTS
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $53.5M | ||
| Q3 25 | $2.0B | $64.2M | ||
| Q2 25 | $1.0B | $62.4M | ||
| Q1 25 | $1.0B | $72.8M | ||
| Q4 24 | $1.1B | $85.2M | ||
| Q3 24 | $1.1B | $97.2M | ||
| Q2 24 | $1.1B | $103.9M |
总资产MPPRTS
| Q1 26 | $3.8B | — | ||
| Q4 25 | $3.9B | $184.9M | ||
| Q3 25 | $3.8B | $200.3M | ||
| Q2 25 | $2.3B | $189.6M | ||
| Q1 25 | $2.4B | $216.5M | ||
| Q4 24 | $2.3B | $210.6M | ||
| Q3 24 | $2.3B | $227.6M | ||
| Q2 24 | $2.4B | $238.0M |
负债/权益比MPPRTS
| Q1 26 | 0.51× | — | ||
| Q4 25 | 0.50× | — | ||
| Q3 25 | 0.51× | — | ||
| Q2 25 | 0.90× | — | ||
| Q1 25 | 0.88× | — | ||
| Q4 24 | 0.86× | — | ||
| Q3 24 | — | — | ||
| Q2 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 | $-1.9M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流MPPRTS
| Q1 26 | $-1.9M | — | ||
| Q4 25 | $-46.9M | — | ||
| Q3 25 | $-42.0M | $-6.4M | ||
| Q2 25 | $-3.7M | $-25.6M | ||
| Q1 25 | $-63.2M | $5.5M | ||
| Q4 24 | $30.5M | $1.8M | ||
| Q3 24 | $-6.8M | $8.5M | ||
| Q2 24 | $30.8M | $-3.6M |
自由现金流MPPRTS
| Q1 26 | — | — | ||
| Q4 25 | $-109.3M | — | ||
| Q3 25 | $-92.5M | $-8.3M | ||
| Q2 25 | $-32.7M | $-27.9M | ||
| Q1 25 | $-93.7M | $3.4M | ||
| Q4 24 | $-11.2M | $-631.0K | ||
| Q3 24 | $-53.3M | $4.9M | ||
| Q2 24 | $-15.6M | $-10.8M |
自由现金流率MPPRTS
| Q1 26 | — | — | ||
| Q4 25 | -207.4% | — | ||
| Q3 25 | -172.8% | -6.5% | ||
| Q2 25 | -56.9% | -18.3% | ||
| Q1 25 | -154.0% | 2.3% | ||
| Q4 24 | -18.3% | -0.5% | ||
| Q3 24 | -84.7% | 3.4% | ||
| Q2 24 | -50.1% | -7.5% |
资本支出强度MPPRTS
| Q1 26 | — | — | ||
| Q4 25 | 118.5% | — | ||
| Q3 25 | 94.3% | 1.5% | ||
| Q2 25 | 50.5% | 1.5% | ||
| Q1 25 | 50.1% | 1.4% | ||
| Q4 24 | 68.3% | 1.8% | ||
| Q3 24 | 73.8% | 2.5% | ||
| Q2 24 | 148.7% | 4.9% |
现金转化率MPPRTS
| Q1 26 | — | — | ||
| Q4 25 | -4.97× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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
MP
| Materials Segment | $72.2M | 80% |
| Magnetics Segment | $21.1M | 23% |
PRTS
暂无分部数据
