vs
OPAL Fuels Inc.（OPAL）与Ranger Energy Services, Inc.（RNGR）财务数据对比。点击上方公司名可切换其他公司
Ranger Energy Services, Inc.的季度营收约是OPAL Fuels Inc.的1.6倍（$142.2M vs $88.4M），OPAL Fuels Inc.净利率更高（18.3% vs 2.3%，领先16.1%），OPAL Fuels Inc.同比增速更快（18.7% vs -0.6%），Ranger Energy Services, Inc.自由现金流更多（$17.1M vs $-13.4M），过去两年OPAL Fuels Inc.的营收复合增速更高（17.6% vs 1.9%）
OPAL Fuels Inc.是一家北美能源企业，专注于生产和分销低碳可再生天然气（RNG）。公司从垃圾填埋场、奶牛场等有机废物流中收集甲烷，产出的可再生天然气主要供应给重型运输车队、商业物流运营商及公共交通实体，助力降低碳排放。
Ranger Energy Services是北美领先的陆上油田服务提供商，为上游油气运营商提供完井、修井、钻机作业及产能优化等全套解决方案，业务主要覆盖美国本土的页岩和致密资源开采作业区。
OPAL vs RNGR — 直观对比
营收规模更大
RNGR
是对方的1.6倍
$88.4M
营收增速更快
OPAL
高出19.4%
-0.6%
净利率更高
OPAL
高出16.1%
2.3%
自由现金流更多
RNGR
多$30.5M
$-13.4M
两年增速更快
OPAL
近两年复合增速
1.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $88.4M | $142.2M |
| 净利润 | $16.2M | $3.2M |
| 毛利率 | — | — |
| 营业利润率 | 7.5% | 2.3% |
| 净利率 | 18.3% | 2.3% |
| 营收同比 | 18.7% | -0.6% |
| 净利润同比 | 401.5% | -44.8% |
| 每股收益（稀释后） | $0.08 | $0.14 |
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OPALRNGR
| Q4 25 | $88.4M | $142.2M | ||
| Q3 25 | $77.9M | $128.9M | ||
| Q2 25 | $77.4M | $140.6M | ||
| Q1 25 | $83.0M | $135.2M | ||
| Q4 24 | $74.5M | $143.1M | ||
| Q3 24 | $82.6M | $153.0M | ||
| Q2 24 | $69.8M | $138.1M | ||
| Q1 24 | $64.0M | $136.9M |
净利润OPALRNGR
| Q4 25 | $16.2M | $3.2M | ||
| Q3 25 | $11.4M | $1.2M | ||
| Q2 25 | $7.6M | $7.3M | ||
| Q1 25 | $1.3M | $600.0K | ||
| Q4 24 | $-5.4M | $5.8M | ||
| Q3 24 | $17.1M | $8.7M | ||
| Q2 24 | $1.9M | $4.7M | ||
| Q1 24 | $677.0K | $-800.0K |
营业利润率OPALRNGR
| Q4 25 | 7.5% | 2.3% | ||
| Q3 25 | 4.6% | 2.0% | ||
| Q2 25 | -1.1% | 6.1% | ||
| Q1 25 | -2.3% | 0.7% | ||
| Q4 24 | -0.5% | 6.2% | ||
| Q3 24 | 14.9% | 8.4% | ||
| Q2 24 | 8.1% | 5.3% | ||
| Q1 24 | 5.6% | -0.4% |
净利率OPALRNGR
| Q4 25 | 18.3% | 2.3% | ||
| Q3 25 | 14.6% | 0.9% | ||
| Q2 25 | 9.8% | 5.2% | ||
| Q1 25 | 1.5% | 0.4% | ||
| Q4 24 | -7.2% | 4.1% | ||
| Q3 24 | 20.7% | 5.7% | ||
| Q2 24 | 2.7% | 3.4% | ||
| Q1 24 | 1.1% | -0.6% |
每股收益（稀释后）OPALRNGR
| Q4 25 | $0.08 | $0.14 | ||
| Q3 25 | $0.05 | $0.05 | ||
| Q2 25 | $0.03 | $0.32 | ||
| Q1 25 | $-0.01 | $0.03 | ||
| Q4 24 | $-0.05 | $0.24 | ||
| Q3 24 | $0.09 | $0.39 | ||
| Q2 24 | $-0.01 | $0.21 | ||
| Q1 24 | $-0.01 | $-0.03 |
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 | $24.4M | $10.3M |
| 总债务越低越好 | $361.3M | — |
| 股东权益账面价值 | $-12.9M | $300.1M |
| 总资产 | $959.5M | $419.3M |
| 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OPALRNGR
| Q4 25 | $24.4M | $10.3M | ||
| Q3 25 | $29.9M | $45.2M | ||
| Q2 25 | $29.3M | $48.9M | ||
| Q1 25 | $40.1M | $40.3M | ||
| Q4 24 | $24.3M | $40.9M | ||
| Q3 24 | $31.0M | $14.8M | ||
| Q2 24 | $27.6M | $8.7M | ||
| Q1 24 | $34.2M | $11.1M |
总债务OPALRNGR
| Q4 25 | $361.3M | — | ||
| Q3 25 | $351.2M | — | ||
| Q2 25 | $331.6M | — | ||
| Q1 25 | $307.0M | — | ||
| Q4 24 | $307.5M | $0 | ||
| Q3 24 | $252.9M | $0 | ||
| Q2 24 | $233.3M | $0 | ||
| Q1 24 | $208.7M | $0 |
股东权益OPALRNGR
| Q4 25 | $-12.9M | $300.1M | ||
| Q3 25 | $7.5M | $270.0M | ||
| Q2 25 | $-25.0M | $276.9M | ||
| Q1 25 | $57.1M | $272.6M | ||
| Q4 24 | $-148.4M | $273.8M | ||
| Q3 24 | $-180.1M | $267.6M | ||
| Q2 24 | $-273.0M | $260.5M | ||
| Q1 24 | $-382.4M | $261.7M |
总资产OPALRNGR
| Q4 25 | $959.5M | $419.3M | ||
| Q3 25 | $916.7M | $372.8M | ||
| Q2 25 | $905.5M | $381.7M | ||
| Q1 25 | $884.9M | $376.5M | ||
| Q4 24 | $881.1M | $381.6M | ||
| Q3 24 | $831.1M | $373.9M | ||
| Q2 24 | $782.3M | $359.6M | ||
| Q1 24 | $750.5M | $355.5M |
负债/权益比OPALRNGR
| Q4 25 | — | — | ||
| Q3 25 | 46.95× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 5.38× | — | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.00× |
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 | $-3.5M | $24.1M |
| 自由现金流经营现金流 - 资本支出 | $-13.4M | $17.1M |
| 自由现金流率自由现金流/营收 | -15.1% | 12.0% |
| 资本支出强度资本支出/营收 | 11.1% | 4.9% |
| 现金转化率经营现金流/净利润 | -0.22× | 7.53× |
| 过去12个月自由现金流最近4个季度 | $-34.2M | $42.9M |
8季度趋势，按日历期对齐
经营现金流OPALRNGR
| Q4 25 | $-3.5M | $24.1M | ||
| Q3 25 | $18.2M | $13.6M | ||
| Q2 25 | $-7.9M | $20.7M | ||
| Q1 25 | $29.7M | $10.6M | ||
| Q4 24 | $-532.0K | $32.7M | ||
| Q3 24 | $17.7M | $17.7M | ||
| Q2 24 | $533.0K | $22.1M | ||
| Q1 24 | $13.7M | $12.0M |
自由现金流OPALRNGR
| Q4 25 | $-13.4M | $17.1M | ||
| Q3 25 | $-9.3M | $8.0M | ||
| Q2 25 | $-29.7M | $14.4M | ||
| Q1 25 | $18.1M | $3.4M | ||
| Q4 24 | $-55.0M | $27.3M | ||
| Q3 24 | $-5.4M | $10.8M | ||
| Q2 24 | $-22.5M | $6.8M | ||
| Q1 24 | $-13.0M | $5.5M |
自由现金流率OPALRNGR
| Q4 25 | -15.1% | 12.0% | ||
| Q3 25 | -11.9% | 6.2% | ||
| Q2 25 | -38.4% | 10.2% | ||
| Q1 25 | 21.8% | 2.5% | ||
| Q4 24 | -73.8% | 19.1% | ||
| Q3 24 | -6.5% | 7.1% | ||
| Q2 24 | -32.2% | 4.9% | ||
| Q1 24 | -20.4% | 4.0% |
资本支出强度OPALRNGR
| Q4 25 | 11.1% | 4.9% | ||
| Q3 25 | 35.3% | 4.3% | ||
| Q2 25 | 28.2% | 4.5% | ||
| Q1 25 | 13.9% | 5.3% | ||
| Q4 24 | 73.1% | 3.8% | ||
| Q3 24 | 27.9% | 4.5% | ||
| Q2 24 | 32.9% | 11.1% | ||
| Q1 24 | 41.8% | 4.7% |
现金转化率OPALRNGR
| Q4 25 | -0.22× | 7.53× | ||
| Q3 25 | 1.60× | 11.33× | ||
| Q2 25 | -1.04× | 2.84× | ||
| Q1 25 | 23.11× | 17.67× | ||
| Q4 24 | — | 5.64× | ||
| Q3 24 | 1.03× | 2.03× | ||
| Q2 24 | 0.28× | 4.70× | ||
| Q1 24 | 20.26× | — |
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
OPAL
| Fuel Station Services Segment | $65.1M | 74% |
| Related Party | $12.1M | 14% |
| Renewable Power Segment | $8.6M | 10% |
| Other | $2.6M | 3% |
RNGR
| High Specification Rigs | $92.3M | 65% |
| Processing Solutions And Ancillary Services | $37.5M | 26% |
| Wireline Services | $12.4M | 9% |
