vs
Alarm.com Holdings, Inc.（ALRM）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
Alarm.com Holdings, Inc.的季度营收约是FTAI Infrastructure Inc.的1.4倍（$261.7M vs $188.4M），Alarm.com Holdings, Inc.净利率更高（13.2% vs -79.7%，领先92.9%），FTAI Infrastructure Inc.同比增速更快（95.9% vs 8.0%），过去两年FTAI Infrastructure Inc.的营收复合增速更高（49.0% vs 8.3%）
Alarm.com Holdings, Inc.是一家美国科技企业，成立于2000年，由微策略公司分拆而来，总部位于弗吉尼亚州泰森斯。公司主营云服务，为用户提供远程控制、智能家居及报警监测相关解决方案，是家庭智能安防领域的重要服务商。
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。
ALRM vs FIP — 直观对比
营收规模更大
ALRM
是对方的1.4倍
$188.4M
营收增速更快
FIP
高出87.9%
8.0%
净利率更高
ALRM
高出92.9%
-79.7%
两年增速更快
FIP
近两年复合增速
8.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $261.7M | $188.4M |
| 净利润 | $34.6M | $-150.2M |
| 毛利率 | 66.0% | — |
| 营业利润率 | 13.4% | — |
| 净利率 | 13.2% | -79.7% |
| 营收同比 | 8.0% | 95.9% |
| 净利润同比 | 14.8% | -387.6% |
| 每股收益（稀释后） | $0.66 | $-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ALRMFIP
| Q1 26 | — | $188.4M | ||
| Q4 25 | $261.7M | $143.5M | ||
| Q3 25 | $256.4M | $140.6M | ||
| Q2 25 | $254.3M | $122.3M | ||
| Q1 25 | $238.8M | $96.2M | ||
| Q4 24 | $242.2M | $80.8M | ||
| Q3 24 | $240.5M | $83.3M | ||
| Q2 24 | $233.8M | $84.9M |
净利润ALRMFIP
| Q1 26 | — | $-150.2M | ||
| Q4 25 | $34.6M | $-97.7M | ||
| Q3 25 | $35.1M | $-104.5M | ||
| Q2 25 | $34.2M | $-70.0M | ||
| Q1 25 | $27.7M | $120.2M | ||
| Q4 24 | $30.1M | $-124.7M | ||
| Q3 24 | $36.7M | $-43.0M | ||
| Q2 24 | $33.5M | $-48.1M |
毛利率ALRMFIP
| Q1 26 | — | — | ||
| Q4 25 | 66.0% | — | ||
| Q3 25 | 65.8% | — | ||
| Q2 25 | 65.6% | — | ||
| Q1 25 | 67.2% | — | ||
| Q4 24 | 65.5% | — | ||
| Q3 24 | 64.8% | — | ||
| Q2 24 | 65.2% | — |
营业利润率ALRMFIP
| Q1 26 | — | — | ||
| Q4 25 | 13.4% | -45.7% | ||
| Q3 25 | 14.4% | -70.8% | ||
| Q2 25 | 12.6% | -56.4% | ||
| Q1 25 | 12.4% | 81.8% | ||
| Q4 24 | 12.7% | -152.7% | ||
| Q3 24 | 13.8% | -51.7% | ||
| Q2 24 | 11.0% | -56.4% |
净利率ALRMFIP
| Q1 26 | — | -79.7% | ||
| Q4 25 | 13.2% | -68.1% | ||
| Q3 25 | 13.7% | -74.4% | ||
| Q2 25 | 13.5% | -57.2% | ||
| Q1 25 | 11.6% | 125.0% | ||
| Q4 24 | 12.4% | -154.4% | ||
| Q3 24 | 15.3% | -51.6% | ||
| Q2 24 | 14.3% | -56.7% |
每股收益（稀释后）ALRMFIP
| Q1 26 | — | $-1.32 | ||
| Q4 25 | $0.66 | $-1.04 | ||
| Q3 25 | $0.65 | $-1.38 | ||
| Q2 25 | $0.63 | $-0.73 | ||
| Q1 25 | $0.52 | $0.89 | ||
| Q4 24 | $0.56 | $-1.21 | ||
| Q3 24 | $0.67 | $-0.45 | ||
| Q2 24 | $0.62 | $-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 | $960.6M | $37.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $848.2M | $-122.5K |
| 总资产 | $2.1B | $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ALRMFIP
| Q1 26 | — | $37.9M | ||
| Q4 25 | $960.6M | $57.4M | ||
| Q3 25 | $1.1B | $34.7M | ||
| Q2 25 | $1.0B | $33.6M | ||
| Q1 25 | $1.2B | $26.3M | ||
| Q4 24 | $1.2B | $27.8M | ||
| Q3 24 | $1.2B | $20.3M | ||
| Q2 24 | $1.1B | $33.1M |
总债务ALRMFIP
| Q1 26 | — | — | ||
| Q4 25 | — | $3.8B | ||
| Q3 25 | — | $3.7B | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.6B |
股东权益ALRMFIP
| Q1 26 | — | $-122.5K | ||
| Q4 25 | $848.2M | $21.3M | ||
| Q3 25 | $827.2M | $181.1M | ||
| Q2 25 | $797.3M | $375.5M | ||
| Q1 25 | $759.6M | $476.2M | ||
| Q4 24 | $726.5M | $202.7M | ||
| Q3 24 | $690.3M | $370.8M | ||
| Q2 24 | $645.5M | $394.8M |
总资产ALRMFIP
| Q1 26 | — | $5.7B | ||
| Q4 25 | $2.1B | $5.7B | ||
| Q3 25 | $2.1B | $5.5B | ||
| Q2 25 | $2.1B | $4.4B | ||
| Q1 25 | $2.1B | $4.1B | ||
| Q4 24 | $2.0B | $2.4B | ||
| Q3 24 | $2.0B | $2.4B | ||
| Q2 24 | $1.9B | $2.5B |
负债/权益比ALRMFIP
| Q1 26 | — | — | ||
| Q4 25 | — | 176.99× | ||
| Q3 25 | — | 20.59× | ||
| Q2 25 | — | 8.21× | ||
| Q1 25 | — | 5.79× | ||
| Q4 24 | — | 7.84× | ||
| Q3 24 | — | 4.14× | ||
| Q2 24 | — | 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 | $35.9M | $-69.4M |
| 自由现金流经营现金流 - 资本支出 | $35.1M | — |
| 自由现金流率自由现金流/营收 | 13.4% | — |
| 资本支出强度资本支出/营收 | 0.3% | — |
| 现金转化率经营现金流/净利润 | 1.04× | — |
| 过去12个月自由现金流最近4个季度 | $137.0M | — |
8季度趋势，按日历期对齐
经营现金流ALRMFIP
| Q1 26 | — | $-69.4M | ||
| Q4 25 | $35.9M | $-2.8M | ||
| Q3 25 | $70.6M | $-24.4M | ||
| Q2 25 | $22.7M | $-5.2M | ||
| Q1 25 | $24.1M | $-85.7M | ||
| Q4 24 | $56.3M | $-8.1M | ||
| Q3 24 | $77.3M | $14.2M | ||
| Q2 24 | $23.0M | $-17.6M |
自由现金流ALRMFIP
| Q1 26 | — | — | ||
| Q4 25 | $35.1M | $-68.6M | ||
| Q3 25 | $65.9M | $-90.7M | ||
| Q2 25 | $18.2M | $-87.5M | ||
| Q1 25 | $17.9M | $-151.7M | ||
| Q4 24 | $54.0M | $-34.3M | ||
| Q3 24 | $74.5M | $-11.7M | ||
| Q2 24 | $21.0M | $-32.1M |
自由现金流率ALRMFIP
| Q1 26 | — | — | ||
| Q4 25 | 13.4% | -47.8% | ||
| Q3 25 | 25.7% | -64.5% | ||
| Q2 25 | 7.1% | -71.6% | ||
| Q1 25 | 7.5% | -157.7% | ||
| Q4 24 | 22.3% | -42.4% | ||
| Q3 24 | 31.0% | -14.0% | ||
| Q2 24 | 9.0% | -37.9% |
资本支出强度ALRMFIP
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 45.9% | ||
| Q3 25 | 1.9% | 47.2% | ||
| Q2 25 | 1.8% | 67.3% | ||
| Q1 25 | 2.6% | 68.6% | ||
| Q4 24 | 0.9% | 32.5% | ||
| Q3 24 | 1.2% | 31.1% | ||
| Q2 24 | 0.9% | 17.2% |
现金转化率ALRMFIP
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | — | ||
| Q3 25 | 2.01× | — | ||
| Q2 25 | 0.66× | — | ||
| Q1 25 | 0.87× | -0.71× | ||
| Q4 24 | 1.87× | — | ||
| Q3 24 | 2.11× | — | ||
| Q2 24 | 0.69× | — |
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
ALRM
| License And Service | $180.2M | 69% |
| Hardwareand Other Revenue | $81.4M | 31% |
FIP
暂无分部数据
