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美国国际集团（AII）与AST SpaceMobile, Inc.（ASTS）财务数据对比。点击上方公司名可切换其他公司
美国国际集团的季度营收约是AST SpaceMobile, Inc.的1.3倍（$68.1M vs $54.3M），美国国际集团净利率更高（30.7% vs -136.2%，领先166.9%），美国国际集团自由现金流更多（$133.2M vs $-330.7M）
美国国际集团（AIG）是一家美国跨国金融保险集团，业务遍及全球80多个国家和地区，截至2023年共有雇员25200人。集团核心业务分为三大板块：一般保险、人寿与退休服务，另设有一家独立的科技赋能子公司。
AST SpaceMobile是总部位于美国得克萨斯州米德兰的上市卫星设计与制造企业，目前正搭建SpaceMobile卫星星座，打造可直接对接未改装普通智能手机的天基蜂窝宽带网络，面向全球偏远及通信服务薄弱地区提供4G、5G宽带覆盖服务。
AII vs ASTS — 直观对比
营收规模更大
AII
是对方的1.3倍
$54.3M
净利率更高
AII
高出166.9%
-136.2%
自由现金流更多
AII
多$463.9M
$-330.7M
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $68.1M | $54.3M |
| 净利润 | $20.9M | $-74.0M |
| 毛利率 | — | — |
| 营业利润率 | 43.0% | -175.0% |
| 净利率 | 30.7% | -136.2% |
| 营收同比 | — | 2758.2% |
| 净利润同比 | — | -106.3% |
| 每股收益（稀释后） | $0.58 | — |
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AIIASTS
| Q4 25 | $68.1M | $54.3M | ||
| Q3 25 | $62.0M | $14.7M | ||
| Q2 25 | $74.5M | — | ||
| Q1 25 | $71.9M | — | ||
| Q4 23 | — | $0 | ||
| Q3 23 | — | $0 | ||
| Q2 23 | — | $0 | ||
| Q4 22 | — | $-1.0K |
净利润AIIASTS
| Q4 25 | $20.9M | $-74.0M | ||
| Q3 25 | $13.2M | $-122.9M | ||
| Q2 25 | $27.5M | — | ||
| Q1 25 | $38.1M | — | ||
| Q4 23 | — | $-31.9M | ||
| Q3 23 | — | $-20.9M | ||
| Q2 23 | — | $-18.4M | ||
| Q4 22 | — | $-8.2M |
毛利率AIIASTS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — | ||
| Q4 22 | — | 200.0% |
营业利润率AIIASTS
| Q4 25 | 43.0% | -175.0% | ||
| Q3 25 | 30.3% | -1109.0% | ||
| Q2 25 | 32.3% | — | ||
| Q1 25 | 59.7% | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — | ||
| Q4 22 | — | 2522300.0% |
净利率AIIASTS
| Q4 25 | 30.7% | -136.2% | ||
| Q3 25 | 21.2% | -833.7% | ||
| Q2 25 | 36.9% | — | ||
| Q1 25 | 53.0% | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — | ||
| Q4 22 | — | 822900.0% |
每股收益（稀释后）AIIASTS
| Q4 25 | $0.58 | — | ||
| Q3 25 | $0.67 | — | ||
| Q2 25 | $1.62 | — | ||
| Q1 25 | $2.78 | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — | ||
| Q4 22 | — | — |
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 | $222.0M | $4.3B |
| 总债务越低越好 | $618.0K | — |
| 股东权益账面价值 | $337.0M | $2.4B |
| 总资产 | $1.2B | $5.0B |
| 负债/权益比越低杠杆越低 | 0.00× | — |
8季度趋势，按日历期对齐
现金及短期投资AIIASTS
| Q4 25 | $222.0M | $4.3B | ||
| Q3 25 | $171.9M | $2.4B | ||
| Q2 25 | $259.6M | — | ||
| Q1 25 | $236.4M | — | ||
| Q4 23 | — | $155.3M | ||
| Q3 23 | — | $251.7M | ||
| Q2 23 | — | $372.9M | ||
| Q4 22 | — | $469.3M |
总债务AIIASTS
| Q4 25 | $618.0K | — | ||
| Q3 25 | $721.0K | — | ||
| Q2 25 | $824.0K | — | ||
| Q1 25 | $926.0K | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | $4.6M | ||
| Q4 22 | — | $4.8M |
股东权益AIIASTS
| Q4 25 | $337.0M | $2.4B | ||
| Q3 25 | $315.9M | $1.6B | ||
| Q2 25 | $301.9M | — | ||
| Q1 25 | $186.1M | — | ||
| Q4 23 | — | $213.6M | ||
| Q3 23 | — | $287.2M | ||
| Q2 23 | — | $335.9M | ||
| Q4 22 | — | $359.8M |
总资产AIIASTS
| Q4 25 | $1.2B | $5.0B | ||
| Q3 25 | $1.4B | $2.6B | ||
| Q2 25 | $1.6B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 23 | — | $360.9M | ||
| Q3 23 | — | $402.1M | ||
| Q2 23 | — | $408.5M | ||
| Q4 22 | — | $438.4M |
负债/权益比AIIASTS
| Q4 25 | 0.00× | — | ||
| Q3 25 | 0.00× | — | ||
| Q2 25 | 0.00× | — | ||
| Q1 25 | 0.00× | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | 0.01× | ||
| Q4 22 | — | 0.01× |
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 | $138.2M | $65.0M |
| 自由现金流经营现金流 - 资本支出 | $133.2M | $-330.7M |
| 自由现金流率自由现金流/营收 | 195.6% | -609.0% |
| 资本支出强度资本支出/营收 | 7.4% | 728.7% |
| 现金转化率经营现金流/净利润 | 6.62× | — |
| 过去12个月自由现金流最近4个季度 | $216.1M | $-790.4M |
8季度趋势，按日历期对齐
经营现金流AIIASTS
| Q4 25 | $138.2M | $65.0M | ||
| Q3 25 | $-7.5M | $-64.5M | ||
| Q2 25 | $27.4M | — | ||
| Q1 25 | $68.1M | — | ||
| Q4 23 | — | $-24.9M | ||
| Q3 23 | — | $-36.1M | ||
| Q2 23 | — | $-50.3M | ||
| Q4 22 | — | $-35.0M |
自由现金流AIIASTS
| Q4 25 | $133.2M | $-330.7M | ||
| Q3 25 | $-11.9M | $-302.9M | ||
| Q2 25 | $26.9M | — | ||
| Q1 25 | $68.0M | — | ||
| Q4 23 | — | $-47.2M | ||
| Q3 23 | — | $-109.5M | ||
| Q2 23 | — | $-57.8M | ||
| Q4 22 | — | $-46.5M |
自由现金流率AIIASTS
| Q4 25 | 195.6% | -609.0% | ||
| Q3 25 | -19.2% | -2055.0% | ||
| Q2 25 | 36.1% | — | ||
| Q1 25 | 94.6% | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — | ||
| Q4 22 | — | 4647400.0% |
资本支出强度AIIASTS
| Q4 25 | 7.4% | 728.7% | ||
| Q3 25 | 7.2% | 1617.6% | ||
| Q2 25 | 0.6% | — | ||
| Q1 25 | 0.2% | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — | ||
| Q4 22 | — | -1143400.0% |
现金转化率AIIASTS
| Q4 25 | 6.62× | — | ||
| Q3 25 | -0.57× | — | ||
| Q2 25 | 1.00× | — | ||
| Q1 25 | 1.79× | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — | ||
| Q4 22 | — | — |
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
AII
暂无分部数据
ASTS
| Products | $44.4M | 82% |
| Other | $7.8M | 14% |
| Sat Co | $2.1M | 4% |
