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传奇娱乐（ACEL）与FTAI Infrastructure Inc.（FIP）财务数据对比。点击上方公司名可切换其他公司
传奇娱乐的季度营收约是FTAI Infrastructure Inc.的1.9倍（$351.6M vs $188.4M），传奇娱乐净利率更高（4.2% vs -79.7%，领先83.9%），FTAI Infrastructure Inc.同比增速更快（95.9% vs 8.5%），过去两年FTAI Infrastructure Inc.的营收复合增速更高（49.0% vs 6.6%）
传奇娱乐是一家美国大众传媒与电影制作公司，总部位于加利福尼亚州伯班克，由托马斯·图尔于2000年创立。该公司长期与华纳兄弟影业、环球影业、索尼影视、派拉蒙影业等主流制片厂，以及网飞、葫芦等流媒体平台展开合作。
FTAI基础设施有限公司持有、运营并投资交通物流、中游能源、发电等核心领域的优质关键基础设施资产，主要面向北美市场，聚焦拥有稳定长期现金流、合同约定收入流的项目，为利益相关方创造可持续回报。
ACEL vs FIP — 直观对比
营收规模更大
ACEL
是对方的1.9倍
$188.4M
营收增速更快
FIP
高出87.3%
8.5%
净利率更高
ACEL
高出83.9%
-79.7%
两年增速更快
FIP
近两年复合增速
6.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $351.6M | $188.4M |
| 净利润 | $14.7M | $-150.2M |
| 毛利率 | — | — |
| 营业利润率 | 7.7% | — |
| 净利率 | 4.2% | -79.7% |
| 营收同比 | 8.5% | 95.9% |
| 净利润同比 | 0.3% | -387.6% |
| 每股收益（稀释后） | — | $-1.32 |
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ACELFIP
| Q1 26 | $351.6M | $188.4M | ||
| Q4 25 | $341.4M | $143.5M | ||
| Q3 25 | $329.7M | $140.6M | ||
| Q2 25 | $335.9M | $122.3M | ||
| Q1 25 | $323.9M | $96.2M | ||
| Q4 24 | $317.5M | $80.8M | ||
| Q3 24 | $302.2M | $83.3M | ||
| Q2 24 | $309.4M | $84.9M |
净利润ACELFIP
| Q1 26 | $14.7M | $-150.2M | ||
| Q4 25 | $16.2M | $-97.7M | ||
| Q3 25 | $13.4M | $-104.5M | ||
| Q2 25 | $7.3M | $-70.0M | ||
| Q1 25 | $14.6M | $120.2M | ||
| Q4 24 | $8.4M | $-124.7M | ||
| Q3 24 | $4.9M | $-43.0M | ||
| Q2 24 | $14.6M | $-48.1M |
营业利润率ACELFIP
| Q1 26 | 7.7% | — | ||
| Q4 25 | 8.7% | -45.7% | ||
| Q3 25 | 7.7% | -70.8% | ||
| Q2 25 | 8.0% | -56.4% | ||
| Q1 25 | 8.0% | 81.8% | ||
| Q4 24 | 6.5% | -152.7% | ||
| Q3 24 | 7.2% | -51.7% | ||
| Q2 24 | 7.3% | -56.4% |
净利率ACELFIP
| Q1 26 | 4.2% | -79.7% | ||
| Q4 25 | 4.7% | -68.1% | ||
| Q3 25 | 4.1% | -74.4% | ||
| Q2 25 | 2.2% | -57.2% | ||
| Q1 25 | 4.5% | 125.0% | ||
| Q4 24 | 2.6% | -154.4% | ||
| Q3 24 | 1.6% | -51.6% | ||
| Q2 24 | 4.7% | -56.7% |
每股收益（稀释后）ACELFIP
| Q1 26 | — | $-1.32 | ||
| Q4 25 | $0.19 | $-1.04 | ||
| Q3 25 | $0.16 | $-1.38 | ||
| Q2 25 | $0.08 | $-0.73 | ||
| Q1 25 | $0.17 | $0.89 | ||
| Q4 24 | $0.09 | $-1.21 | ||
| Q3 24 | $0.06 | $-0.45 | ||
| Q2 24 | $0.17 | $-0.52 |
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 | $274.1M | $37.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $272.3M | $-122.5K |
| 总资产 | $1.1B | $5.7B |
| 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ACELFIP
| Q1 26 | $274.1M | $37.9M | ||
| Q4 25 | $296.6M | $57.4M | ||
| Q3 25 | $290.2M | $34.7M | ||
| Q2 25 | $264.6M | $33.6M | ||
| Q1 25 | $271.9M | $26.3M | ||
| Q4 24 | $281.3M | $27.8M | ||
| Q3 24 | $265.1M | $20.3M | ||
| Q2 24 | $254.9M | $33.1M |
总债务ACELFIP
| Q1 26 | — | — | ||
| Q4 25 | $607.4M | $3.8B | ||
| Q3 25 | $595.4M | $3.7B | ||
| Q2 25 | $595.5M | $3.1B | ||
| Q1 25 | $580.7M | $2.8B | ||
| Q4 24 | $595.4M | $1.6B | ||
| Q3 24 | $554.1M | $1.5B | ||
| Q2 24 | $565.7M | $1.6B |
股东权益ACELFIP
| Q1 26 | $272.3M | $-122.5K | ||
| Q4 25 | $269.7M | $21.3M | ||
| Q3 25 | $267.1M | $181.1M | ||
| Q2 25 | $260.5M | $375.5M | ||
| Q1 25 | $259.1M | $476.2M | ||
| Q4 24 | $255.0M | $202.7M | ||
| Q3 24 | $206.7M | $370.8M | ||
| Q2 24 | $209.1M | $394.8M |
总资产ACELFIP
| Q1 26 | $1.1B | $5.7B | ||
| Q4 25 | $1.1B | $5.7B | ||
| Q3 25 | $1.1B | $5.5B | ||
| Q2 25 | $1.1B | $4.4B | ||
| Q1 25 | $1.0B | $4.1B | ||
| Q4 24 | $1.0B | $2.4B | ||
| Q3 24 | $950.2M | $2.4B | ||
| Q2 24 | $950.3M | $2.5B |
负债/权益比ACELFIP
| Q1 26 | — | — | ||
| Q4 25 | 2.25× | 176.99× | ||
| Q3 25 | 2.23× | 20.59× | ||
| Q2 25 | 2.29× | 8.21× | ||
| Q1 25 | 2.24× | 5.79× | ||
| Q4 24 | 2.33× | 7.84× | ||
| Q3 24 | 2.68× | 4.14× | ||
| Q2 24 | 2.71× | 3.94× |
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 | $42.7M | $-69.4M |
| 自由现金流经营现金流 - 资本支出 | $20.2M | — |
| 自由现金流率自由现金流/营收 | 5.8% | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 2.92× | — |
| 过去12个月自由现金流最近4个季度 | $64.2M | — |
8季度趋势，按日历期对齐
经营现金流ACELFIP
| Q1 26 | $42.7M | $-69.4M | ||
| Q4 25 | $31.1M | $-2.8M | ||
| Q3 25 | $55.2M | $-24.4M | ||
| Q2 25 | $19.8M | $-5.2M | ||
| Q1 25 | $44.8M | $-85.7M | ||
| Q4 24 | $13.5M | $-8.1M | ||
| Q3 24 | $50.1M | $14.2M | ||
| Q2 24 | $28.9M | $-17.6M |
自由现金流ACELFIP
| Q1 26 | $20.2M | — | ||
| Q4 25 | $16.0M | $-68.6M | ||
| Q3 25 | $34.2M | $-90.7M | ||
| Q2 25 | $-6.2M | $-87.5M | ||
| Q1 25 | $18.0M | $-151.7M | ||
| Q4 24 | $2.1M | $-34.3M | ||
| Q3 24 | $33.1M | $-11.7M | ||
| Q2 24 | $11.4M | $-32.1M |
自由现金流率ACELFIP
| Q1 26 | 5.8% | — | ||
| Q4 25 | 4.7% | -47.8% | ||
| Q3 25 | 10.4% | -64.5% | ||
| Q2 25 | -1.9% | -71.6% | ||
| Q1 25 | 5.6% | -157.7% | ||
| Q4 24 | 0.7% | -42.4% | ||
| Q3 24 | 11.0% | -14.0% | ||
| Q2 24 | 3.7% | -37.9% |
资本支出强度ACELFIP
| Q1 26 | — | — | ||
| Q4 25 | 4.4% | 45.9% | ||
| Q3 25 | 6.4% | 47.2% | ||
| Q2 25 | 7.8% | 67.3% | ||
| Q1 25 | 8.3% | 68.6% | ||
| Q4 24 | 3.6% | 32.5% | ||
| Q3 24 | 5.6% | 31.1% | ||
| Q2 24 | 5.7% | 17.2% |
现金转化率ACELFIP
| Q1 26 | 2.92× | — | ||
| Q4 25 | 1.92× | — | ||
| Q3 25 | 4.13× | — | ||
| Q2 25 | 2.71× | — | ||
| Q1 25 | 3.06× | -0.71× | ||
| Q4 24 | 1.62× | — | ||
| Q3 24 | 10.23× | — | ||
| Q2 24 | 1.98× | — |
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
ACEL
| Illinois | $252.8M | 72% |
| Montana (1) | $40.6M | 12% |
| Nevada | $29.3M | 8% |
| Nebraska | $11.4M | 3% |
| Louisiana | $10.1M | 3% |
| Georgia | $6.2M | 2% |
FIP
暂无分部数据
