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NORTHERN OIL & GAS, INC.(NOG)与STANDARD MOTOR PRODUCTS, INC.(SMP)财务数据对比。点击上方公司名可切换其他公司
NORTHERN OIL & GAS, INC.的季度营收约是STANDARD MOTOR PRODUCTS, INC.的1.6倍($610.2M vs $385.1M),STANDARD MOTOR PRODUCTS, INC.净利率更高(2.0% vs -11.6%,领先13.6%),STANDARD MOTOR PRODUCTS, INC.同比增速更快(12.2% vs -72.6%),NORTHERN OIL & GAS, INC.自由现金流更多($43.2M vs $-37.6M),过去两年STANDARD MOTOR PRODUCTS, INC.的营收复合增速更高(7.8% vs 4.3%)
Marathon Oil Corporation是一家美国油气勘探开发企业,核心业务涵盖油气资源的勘探、开采与运营,2024年11月被康菲石油收购,相关业务与资产已并入康菲石油体系。
标准汽车产品公司(SMP)是一家汽车零部件制造商与经销商,由埃利亚斯·法伊夫和拉尔夫·范艾伦于1919年合伙创立,1926年完成法人注册,总部位于纽约长岛市,在纽约证券交易所上市。公司目前设有车辆控制、温控、工程解决方案和尼森斯四大运营板块,为汽车售后市场供应相关零部件产品。
NOG vs SMP — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $610.2M | $385.1M |
| 净利润 | $-70.7M | $7.9M |
| 毛利率 | — | 31.7% |
| 营业利润率 | — | 5.6% |
| 净利率 | -11.6% | 2.0% |
| 营收同比 | -72.6% | 12.2% |
| 净利润同比 | -198.7% | 457.9% |
| 每股收益(稀释后) | $-0.73 | $0.34 |
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
| Q1 26 | $610.2M | — | ||
| Q4 25 | $610.2M | $385.1M | ||
| Q3 25 | $556.6M | $498.8M | ||
| Q2 25 | $706.8M | $493.9M | ||
| Q1 25 | $602.1M | $413.4M | ||
| Q4 24 | $515.0M | $343.4M | ||
| Q3 24 | $753.6M | $399.3M | ||
| Q2 24 | $560.8M | $389.8M |
| Q1 26 | $-70.7M | — | ||
| Q4 25 | $-70.7M | $7.9M | ||
| Q3 25 | $-129.1M | $-4.3M | ||
| Q2 25 | $99.6M | $25.2M | ||
| Q1 25 | $139.0M | $12.6M | ||
| Q4 24 | $71.7M | $-2.2M | ||
| Q3 24 | $298.4M | $3.8M | ||
| Q2 24 | $138.6M | $17.1M |
| Q1 26 | — | — | ||
| Q4 25 | 80.4% | 31.7% | ||
| Q3 25 | 78.7% | 32.4% | ||
| Q2 25 | 82.8% | 30.6% | ||
| Q1 25 | 81.1% | 30.2% | ||
| Q4 24 | 77.4% | 29.4% | ||
| Q3 24 | 85.8% | 30.4% | ||
| Q2 24 | 82.0% | 28.6% |
| Q1 26 | — | — | ||
| Q4 25 | -5.5% | 5.6% | ||
| Q3 25 | -22.6% | 9.5% | ||
| Q2 25 | 24.9% | 8.7% | ||
| Q1 25 | 38.1% | 5.9% | ||
| Q4 24 | 25.8% | 1.1% | ||
| Q3 24 | 57.6% | 9.3% | ||
| Q2 24 | 39.0% | 6.4% |
| Q1 26 | -11.6% | — | ||
| Q4 25 | -11.6% | 2.0% | ||
| Q3 25 | -23.2% | -0.9% | ||
| Q2 25 | 14.1% | 5.1% | ||
| Q1 25 | 23.1% | 3.0% | ||
| Q4 24 | 13.9% | -0.6% | ||
| Q3 24 | 39.6% | 1.0% | ||
| Q2 24 | 24.7% | 4.4% |
| Q1 26 | $-0.73 | — | ||
| Q4 25 | $-0.67 | $0.34 | ||
| Q3 25 | $-1.33 | $-0.19 | ||
| Q2 25 | $1.00 | $1.13 | ||
| Q1 25 | $1.39 | $0.56 | ||
| Q4 24 | $0.71 | $-0.09 | ||
| Q3 24 | $2.96 | $0.17 | ||
| Q2 24 | $1.36 | $0.77 |
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 | $14.3M | — |
| 总债务越低越好 | — | $618.7M |
| 股东权益账面价值 | $2.1B | $683.7M |
| 总资产 | $5.4B | $2.0B |
| 负债/权益比越低杠杆越低 | — | 0.90× |
8季度趋势,按日历期对齐
| Q1 26 | $14.3M | — | ||
| Q4 25 | $14.3M | — | ||
| Q3 25 | $31.6M | $87.2M | ||
| Q2 25 | $25.9M | $58.8M | ||
| Q1 25 | $33.6M | $50.3M | ||
| Q4 24 | $8.9M | $44.4M | ||
| Q3 24 | $34.4M | $26.3M | ||
| Q2 24 | $7.8M | $26.2M |
| Q1 26 | — | — | ||
| Q4 25 | $2.4B | $618.7M | ||
| Q3 25 | $2.3B | $589.5M | ||
| Q2 25 | $2.4B | $636.6M | ||
| Q1 25 | $2.3B | $650.6M | ||
| Q4 24 | $2.4B | $562.3M | ||
| Q3 24 | $2.0B | $142.8M | ||
| Q2 24 | $1.9B | $208.2M |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $683.7M | ||
| Q3 25 | $2.2B | $677.4M | ||
| Q2 25 | $2.4B | $688.6M | ||
| Q1 25 | $2.4B | $638.0M | ||
| Q4 24 | $2.3B | $615.7M | ||
| Q3 24 | $2.3B | $638.8M | ||
| Q2 24 | $2.1B | $640.0M |
| Q1 26 | $5.4B | — | ||
| Q4 25 | $5.4B | $2.0B | ||
| Q3 25 | $5.5B | $2.0B | ||
| Q2 25 | $5.7B | $2.0B | ||
| Q1 25 | $5.7B | $1.9B | ||
| Q4 24 | $5.6B | $1.8B | ||
| Q3 24 | $5.1B | $1.4B | ||
| Q2 24 | $4.7B | $1.4B |
| Q1 26 | — | — | ||
| Q4 25 | 1.13× | 0.90× | ||
| Q3 25 | 1.05× | 0.87× | ||
| Q2 25 | 0.98× | 0.92× | ||
| Q1 25 | 0.96× | 1.02× | ||
| Q4 24 | 1.02× | 0.91× | ||
| Q3 24 | 0.84× | 0.22× | ||
| Q2 24 | 0.91× | 0.33× |
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 | $312.6M | $-28.2M |
| 自由现金流经营现金流 - 资本支出 | $43.2M | $-37.6M |
| 自由现金流率自由现金流/营收 | 7.1% | -9.8% |
| 资本支出强度资本支出/营收 | 31.5% | 2.4% |
| 现金转化率经营现金流/净利润 | — | -3.59× |
| 过去12个月自由现金流最近4个季度 | — | $18.7M |
8季度趋势,按日历期对齐
| Q1 26 | $312.6M | — | ||
| Q4 25 | $312.6M | $-28.2M | ||
| Q3 25 | $423.1M | $91.6M | ||
| Q2 25 | $362.1M | $54.3M | ||
| Q1 25 | $407.4M | $-60.2M | ||
| Q4 24 | $290.3M | $-1.5M | ||
| Q3 24 | $385.8M | $88.3M | ||
| Q2 24 | $340.5M | $35.6M |
| Q1 26 | $43.2M | — | ||
| Q4 25 | — | $-37.6M | ||
| Q3 25 | — | $81.5M | ||
| Q2 25 | — | $44.2M | ||
| Q1 25 | — | $-69.4M | ||
| Q4 24 | — | $-11.4M | ||
| Q3 24 | — | $77.1M | ||
| Q2 24 | — | $22.7M |
| Q1 26 | 7.1% | — | ||
| Q4 25 | — | -9.8% | ||
| Q3 25 | — | 16.3% | ||
| Q2 25 | — | 8.9% | ||
| Q1 25 | — | -16.8% | ||
| Q4 24 | — | -3.3% | ||
| Q3 24 | — | 19.3% | ||
| Q2 24 | — | 5.8% |
| Q1 26 | 31.5% | — | ||
| Q4 25 | — | 2.4% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | 3.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | -3.59× | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.64× | 2.15× | ||
| Q1 25 | 2.93× | -4.79× | ||
| Q4 24 | 4.05× | — | ||
| Q3 24 | 1.29× | 23.19× | ||
| Q2 24 | 2.46× | 2.09× |
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
NOG
| Oil and Gas Sales | $447.7M | 73% |
| Gain on Commodity Derivatives, Net | $159.3M | 26% |
| Other Revenue | $3.1M | 1% |
SMP
| Engineered Solutions | $66.1M | 17% |
| Electrical And Safety | $63.6M | 17% |
| Temperature Control | $61.5M | 16% |
| Europe Excluding Poland | $55.5M | 14% |
| Other Thermal Components | $30.7M | 8% |
| Air Conditioning | $22.7M | 6% |
| Commercial Vehicle | $19.7M | 5% |
| All Other | $18.9M | 5% |
| PL | $16.0M | 4% |
| Wire Sets And Other | $11.9M | 3% |
| Engine Efficiency | $10.0M | 3% |
| Construction Agriculture | $7.8M | 2% |