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NGL Energy Partners LP（NGL）与思佳讯（SWKS）财务数据对比。点击上方公司名可切换其他公司
思佳讯的季度营收约是NGL Energy Partners LP的1.0倍（$943.7M vs $909.8M），NGL Energy Partners LP净利率更高（5.2% vs 3.8%，领先1.4%），思佳讯同比增速更快（-1.0% vs -41.3%），过去两年思佳讯的营收复合增速更高（2.1% vs -6.4%）
NGL Energy Partners LP是一家总部位于美国的中游能源服务企业，主营原油、液化天然气、可再生燃料的运输、存储及物流服务，同时为上游能源生产商提供水资源管理解决方案，业务主要覆盖北美市场。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
NGL vs SWKS — 直观对比
营收规模更大
SWKS
是对方的1.0倍
$909.8M
营收增速更快
SWKS
高出40.3%
-41.3%
净利率更高
NGL
高出1.4%
3.8%
两年增速更快
SWKS
近两年复合增速
-6.4%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $909.8M | $943.7M |
| 净利润 | $47.2M | $35.6M |
| 毛利率 | 29.0% | 40.8% |
| 营业利润率 | 12.1% | 4.5% |
| 净利率 | 5.2% | 3.8% |
| 营收同比 | -41.3% | -1.0% |
| 净利润同比 | 249.3% | -48.2% |
| 每股收益（稀释后） | — | $0.24 |
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NGLSWKS
| Q2 26 | — | $943.7M | ||
| Q1 26 | — | $1.0B | ||
| Q4 25 | $909.8M | $1.1B | ||
| Q3 25 | $674.7M | — | ||
| Q2 25 | $622.2M | $965.0M | ||
| Q1 25 | $971.1M | $953.2M | ||
| Q4 24 | $982.4M | $1.1B | ||
| Q3 24 | $756.5M | $1.0B |
净利润NGLSWKS
| Q2 26 | — | $35.6M | ||
| Q1 26 | — | $79.2M | ||
| Q4 25 | $47.2M | $141.4M | ||
| Q3 25 | $29.3M | — | ||
| Q2 25 | $68.9M | $105.0M | ||
| Q1 25 | $13.7M | $68.7M | ||
| Q4 24 | $13.5M | $162.0M | ||
| Q3 24 | $2.5M | $60.5M |
毛利率NGLSWKS
| Q2 26 | — | 40.8% | ||
| Q1 26 | — | 41.3% | ||
| Q4 25 | 29.0% | 40.7% | ||
| Q3 25 | 37.6% | — | ||
| Q2 25 | 38.5% | 41.6% | ||
| Q1 25 | 26.9% | 41.1% | ||
| Q4 24 | 25.1% | 41.4% | ||
| Q3 24 | 30.9% | 41.9% |
营业利润率NGLSWKS
| Q2 26 | — | 4.5% | ||
| Q1 26 | — | 10.0% | ||
| Q4 25 | 12.1% | 10.1% | ||
| Q3 25 | 14.0% | — | ||
| Q2 25 | 15.7% | 11.5% | ||
| Q1 25 | 8.4% | 10.2% | ||
| Q4 24 | 8.6% | 16.9% | ||
| Q3 24 | 10.8% | 5.8% |
净利率NGLSWKS
| Q2 26 | — | 3.8% | ||
| Q1 26 | — | 7.6% | ||
| Q4 25 | 5.2% | 12.9% | ||
| Q3 25 | 4.3% | — | ||
| Q2 25 | 11.1% | 10.9% | ||
| Q1 25 | 1.4% | 7.2% | ||
| Q4 24 | 1.4% | 15.2% | ||
| Q3 24 | 0.3% | 5.9% |
每股收益（稀释后）NGLSWKS
| Q2 26 | — | $0.24 | ||
| Q1 26 | — | $0.53 | ||
| Q4 25 | — | $0.95 | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $0.70 | ||
| Q1 25 | — | $0.43 | ||
| Q4 24 | — | $1.00 | ||
| Q3 24 | — | $0.36 |
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 | $6.5M | — |
| 总债务越低越好 | $2.9B | — |
| 股东权益账面价值 | — | $5.8B |
| 总资产 | $4.4B | $7.9B |
| 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NGLSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $1.6B | ||
| Q4 25 | $6.5M | $1.4B | ||
| Q3 25 | $8.7M | — | ||
| Q2 25 | $5.4M | $1.3B | ||
| Q1 25 | $13.5M | $1.5B | ||
| Q4 24 | $5.7M | $1.7B | ||
| Q3 24 | $4.5M | $1.6B |
总债务NGLSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $496.6M | ||
| Q4 25 | $2.9B | $496.4M | ||
| Q3 25 | $2.9B | — | ||
| Q2 25 | $2.9B | $496.2M | ||
| Q1 25 | $3.0B | $995.1M | ||
| Q4 24 | $3.1B | $994.7M | ||
| Q3 24 | $3.1B | $994.3M |
股东权益NGLSWKS
| Q2 26 | — | $5.8B | ||
| Q1 26 | — | $5.8B | ||
| Q4 25 | — | $5.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $5.7B | ||
| Q1 25 | — | $5.9B | ||
| Q4 24 | — | $6.4B | ||
| Q3 24 | — | $6.3B |
总资产NGLSWKS
| Q2 26 | — | $7.9B | ||
| Q1 26 | — | $7.9B | ||
| Q4 25 | $4.4B | $7.9B | ||
| Q3 25 | $4.3B | — | ||
| Q2 25 | $4.2B | $7.7B | ||
| Q1 25 | $4.6B | $7.9B | ||
| Q4 24 | $4.8B | $8.3B | ||
| Q3 24 | $4.9B | $8.3B |
负债/权益比NGLSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 0.09× | ||
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.09× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | — | 0.16× | ||
| Q3 24 | — | 0.16× |
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 | $182.3M | $50.3M |
| 自由现金流经营现金流 - 资本支出 | $45.7M | — |
| 自由现金流率自由现金流/营收 | 5.0% | — |
| 资本支出强度资本支出/营收 | 15.0% | 8.7% |
| 现金转化率经营现金流/净利润 | 3.86× | 1.41× |
| 过去12个月自由现金流最近4个季度 | $126.7M | — |
8季度趋势，按日历期对齐
经营现金流NGLSWKS
| Q2 26 | — | $50.3M | ||
| Q1 26 | — | $395.5M | ||
| Q4 25 | $182.3M | $200.0M | ||
| Q3 25 | $40.5M | — | ||
| Q2 25 | $33.2M | $314.2M | ||
| Q1 25 | $155.0M | $409.4M | ||
| Q4 24 | $153.8M | $377.2M | ||
| Q3 24 | $6.7M | $476.1M |
自由现金流NGLSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | $339.0M | ||
| Q4 25 | $45.7M | $144.0M | ||
| Q3 25 | $9.5M | — | ||
| Q2 25 | $11.1M | $252.7M | ||
| Q1 25 | $60.4M | $370.9M | ||
| Q4 24 | $152.1M | $338.2M | ||
| Q3 24 | $-82.9M | $393.3M |
自由现金流率NGLSWKS
| Q2 26 | — | — | ||
| Q1 26 | — | 32.7% | ||
| Q4 25 | 5.0% | 13.1% | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 1.8% | 26.2% | ||
| Q1 25 | 6.2% | 38.9% | ||
| Q4 24 | 15.5% | 31.7% | ||
| Q3 24 | -11.0% | 38.4% |
资本支出强度NGLSWKS
| Q2 26 | — | 8.7% | ||
| Q1 26 | — | 5.5% | ||
| Q4 25 | 15.0% | 5.1% | ||
| Q3 25 | 4.6% | — | ||
| Q2 25 | 3.6% | 6.4% | ||
| Q1 25 | 9.7% | 4.0% | ||
| Q4 24 | 0.2% | 3.6% | ||
| Q3 24 | 11.8% | 8.1% |
现金转化率NGLSWKS
| Q2 26 | — | 1.41× | ||
| Q1 26 | — | 4.99× | ||
| Q4 25 | 3.86× | 1.41× | ||
| Q3 25 | 1.38× | — | ||
| Q2 25 | 0.48× | 2.99× | ||
| Q1 25 | 11.29× | 5.96× | ||
| Q4 24 | 11.39× | 2.33× | ||
| Q3 24 | 2.74× | 7.87× |
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
NGL
| Water Solutions Segment | $208.6M | 23% |
| Services | $193.3M | 21% |
| Butane | $192.5M | 21% |
| Service Fees | $182.8M | 20% |
| Public Utilities Inventory Propane | $93.9M | 10% |
| Crude Oil | $23.3M | 3% |
| Crude Oil Transportation And Other | $6.5M | 1% |
| Liquids Logistics Segment | $2.5M | 0% |
| Crude Oil Logistics Segment | $1.2M | 0% |
SWKS
暂无分部数据
