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西方石油(OXY)与Texas Pacific Land Corporation(TPL)财务数据对比。点击上方公司名可切换其他公司
西方石油的季度营收约是Texas Pacific Land Corporation的7.8倍($1.7B vs $211.6M),Texas Pacific Land Corporation净利率更高(58.3% vs 6.9%,领先51.4%),Texas Pacific Land Corporation同比增速更快(13.9% vs -75.8%),过去两年Texas Pacific Land Corporation的营收复合增速更高(10.2% vs -50.4%)
西方石油是一家美国能源企业,核心业务覆盖美国及中东地区的油气勘探,以及美国、加拿大、智利的石化产品制造。公司注册于特拉华州,总部位于休斯顿,2021年分别位列财富500强第183位、福布斯全球企业2000强第670位。
Texas Pacific Land Corporation(简称TPL)是一家公开上市的不动产运营企业,行政总部位于美国得克萨斯州达拉斯市。公司在得州西部20个郡拥有逾88万英亩(约3600平方公里)土地,是得州规模最大的私人土地所有者之一,前身为得克萨斯太平洋土地信托。
OXY vs TPL — 直观对比
营收规模更大
OXY
是对方的7.8倍
$211.6M
营收增速更快
TPL
高出89.7%
-75.8%
净利率更高
TPL
高出51.4%
6.9%
两年增速更快
TPL
近两年复合增速
-50.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.7B | $211.6M |
| 净利润 | $114.0M | $123.3M |
| 毛利率 | — | — |
| 营业利润率 | -6.5% | 70.5% |
| 净利率 | 6.9% | 58.3% |
| 营收同比 | -75.8% | 13.9% |
| 净利润同比 | 195.0% | 4.2% |
| 每股收益(稀释后) | $-0.07 | $-8.59 |
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
OXY
TPL
| Q4 25 | $1.7B | $211.6M | ||
| Q3 25 | $6.7B | $203.1M | ||
| Q2 25 | $6.3B | $187.5M | ||
| Q1 25 | $6.9B | $196.0M | ||
| Q4 24 | $6.9B | $185.8M | ||
| Q3 24 | $7.0B | $173.6M | ||
| Q2 24 | $6.8B | $172.3M | ||
| Q1 24 | $6.7B | $174.1M |
净利润
OXY
TPL
| Q4 25 | $114.0M | $123.3M | ||
| Q3 25 | $842.0M | $121.2M | ||
| Q2 25 | $468.0M | $116.1M | ||
| Q1 25 | $945.0M | $120.7M | ||
| Q4 24 | $-120.0M | $118.4M | ||
| Q3 24 | $1.1B | $106.6M | ||
| Q2 24 | $1.2B | $114.6M | ||
| Q1 24 | $888.0M | $114.4M |
毛利率
OXY
TPL
| Q4 25 | — | — | ||
| Q3 25 | 87.8% | — | ||
| Q2 25 | 86.6% | — | ||
| Q1 25 | 88.4% | — | ||
| Q4 24 | 89.0% | — | ||
| Q3 24 | 88.5% | — | ||
| Q2 24 | 87.9% | — | ||
| Q1 24 | 89.0% | — |
营业利润率
OXY
TPL
| Q4 25 | -6.5% | 70.5% | ||
| Q3 25 | 17.4% | 73.4% | ||
| Q2 25 | 11.7% | 76.6% | ||
| Q1 25 | 19.3% | 76.6% | ||
| Q4 24 | -2.5% | 76.7% | ||
| Q3 24 | 22.7% | 73.4% | ||
| Q2 24 | 24.0% | 77.3% | ||
| Q1 24 | 15.0% | 78.1% |
净利率
OXY
TPL
| Q4 25 | 6.9% | 58.3% | ||
| Q3 25 | 12.6% | 59.7% | ||
| Q2 25 | 7.4% | 61.9% | ||
| Q1 25 | 13.7% | 61.6% | ||
| Q4 24 | -1.7% | 63.7% | ||
| Q3 24 | 16.2% | 61.4% | ||
| Q2 24 | 17.2% | 66.5% | ||
| Q1 24 | 13.2% | 65.7% |
每股收益(稀释后)
OXY
TPL
| Q4 25 | $-0.07 | $-8.59 | ||
| Q3 25 | $0.65 | $5.27 | ||
| Q2 25 | $0.26 | $5.05 | ||
| Q1 25 | $0.77 | $5.24 | ||
| Q4 24 | $-0.32 | $5.14 | ||
| Q3 24 | $0.98 | $4.63 | ||
| Q2 24 | $1.03 | $4.98 | ||
| Q1 24 | $0.75 | $4.97 |
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 | $2.0B | $144.8M |
| 总债务越低越好 | $20.6B | — |
| 股东权益账面价值 | $36.0B | $1.5B |
| 总资产 | $84.2B | $1.6B |
| 负债/权益比越低杠杆越低 | 0.57× | — |
8季度趋势,按日历期对齐
现金及短期投资
OXY
TPL
| Q4 25 | $2.0B | $144.8M | ||
| Q3 25 | $2.2B | $531.8M | ||
| Q2 25 | $2.3B | $543.9M | ||
| Q1 25 | $2.6B | $460.4M | ||
| Q4 24 | $2.1B | $369.8M | ||
| Q3 24 | $1.8B | $533.9M | ||
| Q2 24 | $1.8B | $894.7M | ||
| Q1 24 | $1.3B | $837.1M |
总债务
OXY
TPL
| Q4 25 | $20.6B | — | ||
| Q3 25 | $20.8B | — | ||
| Q2 25 | $23.3B | — | ||
| Q1 25 | $24.0B | — | ||
| Q4 24 | $25.0B | — | ||
| Q3 24 | $25.5B | — | ||
| Q2 24 | $18.4B | — | ||
| Q1 24 | $18.5B | — |
股东权益
OXY
TPL
| Q4 25 | $36.0B | $1.5B | ||
| Q3 25 | $36.3B | $1.4B | ||
| Q2 25 | $35.7B | $1.3B | ||
| Q1 25 | $34.7B | $1.2B | ||
| Q4 24 | $34.2B | $1.1B | ||
| Q3 24 | $34.7B | $1.1B | ||
| Q2 24 | $32.1B | $1.2B | ||
| Q1 24 | $30.8B | $1.1B |
总资产
OXY
TPL
| Q4 25 | $84.2B | $1.6B | ||
| Q3 25 | $83.5B | $1.5B | ||
| Q2 25 | $84.4B | $1.4B | ||
| Q1 25 | $85.0B | $1.4B | ||
| Q4 24 | $85.4B | $1.2B | ||
| Q3 24 | $85.8B | $1.2B | ||
| Q2 24 | $76.2B | $1.3B | ||
| Q1 24 | $74.3B | $1.3B |
负债/权益比
OXY
TPL
| Q4 25 | 0.57× | — | ||
| Q3 25 | 0.57× | — | ||
| Q2 25 | 0.65× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.73× | — | ||
| Q3 24 | 0.73× | — | ||
| Q2 24 | 0.57× | — | ||
| Q1 24 | 0.60× | — |
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 | $2.6B | $113.7M |
| 自由现金流经营现金流 - 资本支出 | $1.9B | — |
| 自由现金流率自由现金流/营收 | 113.4% | — |
| 资本支出强度资本支出/营收 | 45.4% | — |
| 现金转化率经营现金流/净利润 | 23.11× | 0.92× |
| 过去12个月自由现金流最近4个季度 | $4.1B | — |
8季度趋势,按日历期对齐
经营现金流
OXY
TPL
| Q4 25 | $2.6B | $113.7M | ||
| Q3 25 | $2.8B | $154.6M | ||
| Q2 25 | $3.0B | $120.9M | ||
| Q1 25 | $2.1B | $156.7M | ||
| Q4 24 | $3.4B | $126.6M | ||
| Q3 24 | $3.7B | $118.6M | ||
| Q2 24 | $2.4B | $98.3M | ||
| Q1 24 | $2.0B | $147.2M |
自由现金流
OXY
TPL
| Q4 25 | $1.9B | — | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $962.0M | — | ||
| Q1 25 | $240.0M | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $623.0M | — | ||
| Q1 24 | $224.0M | — |
自由现金流率
OXY
TPL
| Q4 25 | 113.4% | — | ||
| Q3 25 | 15.3% | — | ||
| Q2 25 | 15.2% | — | ||
| Q1 25 | 3.5% | — | ||
| Q4 24 | 23.0% | — | ||
| Q3 24 | 28.5% | — | ||
| Q2 24 | 9.2% | — | ||
| Q1 24 | 3.3% | — |
资本支出强度
OXY
TPL
| Q4 25 | 45.4% | — | ||
| Q3 25 | 26.5% | — | ||
| Q2 25 | 31.6% | — | ||
| Q1 25 | 27.6% | — | ||
| Q4 24 | 26.0% | — | ||
| Q3 24 | 24.0% | — | ||
| Q2 24 | 26.0% | — | ||
| Q1 24 | 26.5% | — |
现金转化率
OXY
TPL
| Q4 25 | 23.11× | 0.92× | ||
| Q3 25 | 3.31× | 1.28× | ||
| Q2 25 | 6.32× | 1.04× | ||
| Q1 25 | 2.27× | 1.30× | ||
| Q4 24 | — | 1.07× | ||
| Q3 24 | 3.23× | 1.11× | ||
| Q2 24 | 2.05× | 0.86× | ||
| Q1 24 | 2.26× | 1.29× |
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
OXY
暂无分部数据
TPL
| Water Serviceand Operations Segment | $98.2M | 46% |
| Water Sales And Royalties | $60.7M | 29% |
| Produced Water Royalties | $33.5M | 16% |
| Easementand Sundry | $20.6M | 10% |