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Armour Residential REIT, Inc.（ARR）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
AST SpaceMobile, Inc.的季度营收约是Armour Residential REIT, Inc.的1.1倍（$54.3M vs $50.4M），Armour Residential REIT, Inc.净利率更高（420.2% vs -136.2%，领先556.5%），AST SpaceMobile, Inc.同比增速更快（2758.2% vs 297.9%）
Armour Residential REIT, Inc.是一家总部位于美国的房地产投资信托企业，主要投资由美国政府支持机构担保的机构级住宅抵押贷款支持证券，通过专业资产管理和风险管控为股东创造长期稳定的净收益。
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。
ARR vs ASTS — 直观对比
营收规模更大
ASTS
是对方的1.1倍
$50.4M
营收增速更快
ASTS
高出2460.3%
297.9%
净利率更高
ARR
高出556.5%
-136.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $50.4M | $54.3M |
| 净利润 | $211.7M | $-74.0M |
| 毛利率 | — | — |
| 营业利润率 | — | -175.0% |
| 净利率 | 420.2% | -136.2% |
| 营收同比 | 297.9% | 2758.2% |
| 净利润同比 | 555.9% | -106.3% |
| 每股收益（稀释后） | $2.43 | — |
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ARRASTS
| Q4 25 | $50.4M | $54.3M | ||
| Q3 25 | $38.5M | $14.7M | ||
| Q2 25 | $33.1M | — | ||
| Q1 25 | $36.3M | — | ||
| Q4 24 | $12.7M | — | ||
| Q2 24 | $7.0M | — | ||
| Q4 23 | — | $0 | ||
| Q3 23 | — | $0 |
净利润ARRASTS
| Q4 25 | $211.7M | $-74.0M | ||
| Q3 25 | $159.3M | $-122.9M | ||
| Q2 25 | $-75.6M | — | ||
| Q1 25 | $27.3M | — | ||
| Q4 24 | $-46.4M | — | ||
| Q2 24 | $-48.4M | — | ||
| Q4 23 | — | $-31.9M | ||
| Q3 23 | — | $-20.9M |
营业利润率ARRASTS
| Q4 25 | — | -175.0% | ||
| Q3 25 | — | -1109.0% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q2 24 | — | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — |
净利率ARRASTS
| Q4 25 | 420.2% | -136.2% | ||
| Q3 25 | 413.5% | -833.7% | ||
| Q2 25 | -228.4% | — | ||
| Q1 25 | 75.2% | — | ||
| Q4 24 | -366.8% | — | ||
| Q2 24 | -693.8% | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — |
每股收益（稀释后）ARRASTS
| Q4 25 | $2.43 | — | ||
| Q3 25 | $1.49 | — | ||
| Q2 25 | $-0.94 | — | ||
| Q1 25 | $0.32 | — | ||
| Q4 24 | $-0.91 | — | ||
| Q2 24 | $-1.05 | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — |
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 | $63.3M | $4.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.3B | $2.4B |
| 总资产 | $21.0B | $5.0B |
| 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ARRASTS
| Q4 25 | $63.3M | $4.3B | ||
| Q3 25 | $44.2M | $2.4B | ||
| Q2 25 | $141.2M | — | ||
| Q1 25 | $49.1M | — | ||
| Q4 24 | $68.0M | — | ||
| Q2 24 | $126.6M | — | ||
| Q4 23 | — | $155.3M | ||
| Q3 23 | — | $251.7M |
股东权益ARRASTS
| Q4 25 | $2.3B | $2.4B | ||
| Q3 25 | $2.1B | $1.6B | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $1.4B | — | ||
| Q2 24 | $1.2B | — | ||
| Q4 23 | — | $213.6M | ||
| Q3 23 | — | $287.2M |
总资产ARRASTS
| Q4 25 | $21.0B | $5.0B | ||
| Q3 25 | $19.4B | $2.6B | ||
| Q2 25 | $16.2B | — | ||
| Q1 25 | $15.5B | — | ||
| Q4 24 | $13.5B | — | ||
| Q2 24 | $10.1B | — | ||
| Q4 23 | — | $360.9M | ||
| Q3 23 | — | $402.1M |
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 | $124.2M | $65.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-330.7M |
| 自由现金流率自由现金流/营收 | — | -609.0% |
| 资本支出强度资本支出/营收 | — | 728.7% |
| 现金转化率经营现金流/净利润 | 0.59× | — |
| 过去12个月自由现金流最近4个季度 | — | $-790.4M |
8季度趋势，按日历期对齐
经营现金流ARRASTS
| Q4 25 | $124.2M | $65.0M | ||
| Q3 25 | $-37.8M | $-64.5M | ||
| Q2 25 | $25.0M | — | ||
| Q1 25 | $101.5M | — | ||
| Q4 24 | $261.5M | — | ||
| Q2 24 | $27.1M | — | ||
| Q4 23 | — | $-24.9M | ||
| Q3 23 | — | $-36.1M |
自由现金流ARRASTS
| Q4 25 | — | $-330.7M | ||
| Q3 25 | — | $-302.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q2 24 | — | — | ||
| Q4 23 | — | $-47.2M | ||
| Q3 23 | — | $-109.5M |
自由现金流率ARRASTS
| Q4 25 | — | -609.0% | ||
| Q3 25 | — | -2055.0% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q2 24 | — | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — |
资本支出强度ARRASTS
| Q4 25 | — | 728.7% | ||
| Q3 25 | — | 1617.6% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q2 24 | — | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — |
现金转化率ARRASTS
| Q4 25 | 0.59× | — | ||
| Q3 25 | -0.24× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.71× | — | ||
| Q4 24 | — | — | ||
| Q2 24 | — | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — |
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
ARR
暂无分部数据
ASTS
| Products | $44.4M | 82% |
| Other | $7.8M | 14% |
| Sat Co | $2.1M | 4% |
