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NATIONAL FUEL GAS CO（NFG）与STIFEL FINANCIAL CORP（SF）财务数据对比。点击上方公司名可切换其他公司
STIFEL FINANCIAL CORP的季度营收约是NATIONAL FUEL GAS CO的1.8倍（$1.1B vs $637.9M），NATIONAL FUEL GAS CO净利率更高（28.5% vs 23.5%，领先5.0%），NATIONAL FUEL GAS CO同比增速更快（24.1% vs 23.0%），STIFEL FINANCIAL CORP自由现金流更多（$369.0M vs $-2.7M），过去两年STIFEL FINANCIAL CORP的营收复合增速更高（21.1% vs 6.9%）
该多元化能源企业成立于1902年，总部位于美国纽约州威廉斯维尔，总资产达62亿美元，下设勘探与生产、管道与存储、燃气集输、公用事业、能源营销五大运营板块，业务覆盖能源产业链上下游多个核心环节。
司迪富金融是美国跨国独立投资银行及金融服务提供商，总部位于密苏里州圣路易斯市中心。其历史可追溯至1890年成立的Altheimer & Rawlings投资公司，1983年正式以Stifel为名成立，1986年11月24日在纽约证券交易所挂牌上市，为全球客户提供多元化金融服务。
NFG vs SF — 直观对比
营收规模更大
SF
是对方的1.8倍
$637.9M
营收增速更快
NFG
高出1.1%
23.0%
净利率更高
NFG
高出5.0%
23.5%
自由现金流更多
SF
多$371.7M
$-2.7M
两年增速更快
SF
近两年复合增速
6.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $637.9M | $1.1B |
| 净利润 | $181.6M | $264.4M |
| 毛利率 | 86.6% | — |
| 营业利润率 | 43.3% | 27.3% |
| 净利率 | 28.5% | 23.5% |
| 营收同比 | 24.1% | 23.0% |
| 净利润同比 | 303.8% | 8.3% |
| 每股收益（稀释后） | $1.98 | $2.30 |
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NFGSF
| Q4 25 | $637.9M | $1.1B | ||
| Q3 25 | $443.1M | $962.6M | ||
| Q2 25 | $527.4M | $838.9M | ||
| Q1 25 | $734.8M | $842.5M | ||
| Q4 24 | $513.8M | $916.0M | ||
| Q3 24 | $310.0M | $810.9M | ||
| Q2 24 | $338.6M | $798.9M | ||
| Q1 24 | $558.7M | $768.1M |
净利润NFGSF
| Q4 25 | $181.6M | $264.4M | ||
| Q3 25 | $107.3M | $211.4M | ||
| Q2 25 | $149.8M | $155.1M | ||
| Q1 25 | $216.4M | $53.0M | ||
| Q4 24 | $45.0M | $244.0M | ||
| Q3 24 | $-167.6M | $158.5M | ||
| Q2 24 | $-54.2M | $165.3M | ||
| Q1 24 | $166.3M | $163.6M |
毛利率NFGSF
| Q4 25 | 86.6% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 94.7% | — | ||
| Q1 25 | 81.6% | — | ||
| Q4 24 | 87.3% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 98.5% | — | ||
| Q1 24 | 81.0% | — |
营业利润率NFGSF
| Q4 25 | 43.3% | 27.3% | ||
| Q3 25 | 40.6% | 29.7% | ||
| Q2 25 | 43.7% | 25.5% | ||
| Q1 25 | 43.2% | 7.5% | ||
| Q4 24 | 16.8% | 29.1% | ||
| Q3 24 | -63.4% | 26.7% | ||
| Q2 24 | -15.2% | 28.4% | ||
| Q1 24 | 44.9% | 28.5% |
净利率NFGSF
| Q4 25 | 28.5% | 23.5% | ||
| Q3 25 | 24.2% | 22.0% | ||
| Q2 25 | 28.4% | 18.5% | ||
| Q1 25 | 29.4% | 6.3% | ||
| Q4 24 | 8.8% | 26.6% | ||
| Q3 24 | -54.1% | 19.5% | ||
| Q2 24 | -16.0% | 20.7% | ||
| Q1 24 | 29.8% | 21.3% |
每股收益（稀释后）NFGSF
| Q4 25 | $1.98 | $2.30 | ||
| Q3 25 | $1.18 | $1.84 | ||
| Q2 25 | $1.64 | $1.34 | ||
| Q1 25 | $2.37 | $0.39 | ||
| Q4 24 | $0.49 | $2.10 | ||
| Q3 24 | $-1.81 | $1.34 | ||
| Q2 24 | $-0.59 | $1.41 | ||
| Q1 24 | $1.80 | $1.40 |
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 | $271.4M | $2.3B |
| 总债务越低越好 | $2.7B | $617.4M |
| 股东权益账面价值 | $3.6B | $6.0B |
| 总资产 | $9.2B | $41.3B |
| 负债/权益比越低杠杆越低 | 0.75× | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资NFGSF
| Q4 25 | $271.4M | $2.3B | ||
| Q3 25 | $43.2M | $3.2B | ||
| Q2 25 | $39.3M | $1.9B | ||
| Q1 25 | $40.0M | $2.7B | ||
| Q4 24 | $48.7M | $2.6B | ||
| Q3 24 | $38.2M | $1.9B | ||
| Q2 24 | $81.4M | $2.6B | ||
| Q1 24 | $50.8M | $3.4B |
总债务NFGSF
| Q4 25 | $2.7B | $617.4M | ||
| Q3 25 | $2.7B | $617.2M | ||
| Q2 25 | $2.7B | $617.0M | ||
| Q1 25 | $2.7B | $616.8M | ||
| Q4 24 | $2.7B | $616.6M | ||
| Q3 24 | $2.7B | $616.4M | ||
| Q2 24 | $2.7B | $1.1B | ||
| Q1 24 | $2.4B | $1.1B |
股东权益NFGSF
| Q4 25 | $3.6B | $6.0B | ||
| Q3 25 | $3.1B | $5.8B | ||
| Q2 25 | $3.0B | $5.6B | ||
| Q1 25 | $2.8B | $5.5B | ||
| Q4 24 | $-76.2M | $5.7B | ||
| Q3 24 | $-15.5M | $5.6B | ||
| Q2 24 | $5.0M | $5.4B | ||
| Q1 24 | $75.3M | $5.3B |
总资产NFGSF
| Q4 25 | $9.2B | $41.3B | ||
| Q3 25 | $8.7B | $41.7B | ||
| Q2 25 | $8.4B | $39.9B | ||
| Q1 25 | $8.5B | $40.4B | ||
| Q4 24 | $8.3B | $39.9B | ||
| Q3 24 | $8.3B | $38.9B | ||
| Q2 24 | $8.5B | $37.8B | ||
| Q1 24 | $8.7B | $38.3B |
负债/权益比NFGSF
| Q4 25 | 0.75× | 0.10× | ||
| Q3 25 | 0.87× | 0.11× | ||
| Q2 25 | 0.90× | 0.11× | ||
| Q1 25 | 0.99× | 0.11× | ||
| Q4 24 | — | 0.11× | ||
| Q3 24 | — | 0.11× | ||
| Q2 24 | 532.10× | 0.21× | ||
| Q1 24 | 31.68× | 0.21× |
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 | $274.9M | $382.4M |
| 自由现金流经营现金流 - 资本支出 | $-2.7M | $369.0M |
| 自由现金流率自由现金流/营收 | -0.4% | 32.7% |
| 资本支出强度资本支出/营收 | 43.5% | 1.2% |
| 现金转化率经营现金流/净利润 | 1.51× | 1.45× |
| 过去12个月自由现金流最近4个季度 | $204.8M | $1.1B |
8季度趋势，按日历期对齐
经营现金流NFGSF
| Q4 25 | $274.9M | $382.4M | ||
| Q3 25 | $237.8M | $338.3M | ||
| Q2 25 | $388.4M | $607.5M | ||
| Q1 25 | $253.8M | $-211.2M | ||
| Q4 24 | $220.1M | $694.6M | ||
| Q3 24 | $197.9M | $198.3M | ||
| Q2 24 | $281.8M | $207.2M | ||
| Q1 24 | $315.3M | $-609.7M |
自由现金流NFGSF
| Q4 25 | $-2.7M | $369.0M | ||
| Q3 25 | $-47.8M | $321.1M | ||
| Q2 25 | $195.3M | $592.7M | ||
| Q1 25 | $59.9M | $-227.8M | ||
| Q4 24 | $-20.3M | $677.2M | ||
| Q3 24 | $-49.1M | $185.6M | ||
| Q2 24 | $79.5M | $173.3M | ||
| Q1 24 | $80.3M | $-619.4M |
自由现金流率NFGSF
| Q4 25 | -0.4% | 32.7% | ||
| Q3 25 | -10.8% | 33.4% | ||
| Q2 25 | 37.0% | 70.6% | ||
| Q1 25 | 8.2% | -27.0% | ||
| Q4 24 | -4.0% | 73.9% | ||
| Q3 24 | -15.8% | 22.9% | ||
| Q2 24 | 23.5% | 21.7% | ||
| Q1 24 | 14.4% | -80.6% |
资本支出强度NFGSF
| Q4 25 | 43.5% | 1.2% | ||
| Q3 25 | 64.4% | 1.8% | ||
| Q2 25 | 36.6% | 1.8% | ||
| Q1 25 | 26.4% | 2.0% | ||
| Q4 24 | 46.8% | 1.9% | ||
| Q3 24 | 79.7% | 1.6% | ||
| Q2 24 | 59.7% | 4.2% | ||
| Q1 24 | 42.1% | 1.3% |
现金转化率NFGSF
| Q4 25 | 1.51× | 1.45× | ||
| Q3 25 | 2.21× | 1.60× | ||
| Q2 25 | 2.59× | 3.92× | ||
| Q1 25 | 1.17× | -3.99× | ||
| Q4 24 | 4.89× | 2.85× | ||
| Q3 24 | — | 1.25× | ||
| Q2 24 | — | 1.25× | ||
| Q1 24 | 1.90× | -3.73× |
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
NFG
| Natural Gas Production | $302.5M | 47% |
| Natural Gas Residential Sales | $198.0M | 31% |
| Pipeline And Storage | $69.2M | 11% |
| Natural Gas Commercial Sales | $27.9M | 4% |
| Natural Gas Storage | $25.1M | 4% |
| Other | $4.1M | 1% |
| Natural Gas Midstream | $2.8M | 0% |
SF
暂无分部数据
