vs
AST SpaceMobile, Inc.（ASTS）与Axogen, Inc.（AXGN）财务数据对比。点击上方公司名可切换其他公司
Axogen, Inc.的季度营收约是AST SpaceMobile, Inc.的1.1倍（$61.5M vs $54.3M），过去两年AST SpaceMobile, Inc.的营收复合增速更高（173.4% vs 13.3%）
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。
Axogen总部位于美国佛罗里达州阿拉楚阿，是外科解决方案提供商，专注开发周围神经损伤修复相关产品，涵盖人体组织移植物、神经连接器、软组织膜等，旗下AVANCE细胞移植技术可模拟人体神经结构，临床数据显示其产品帮助87%的周围神经损伤患者实现感觉与运动功能恢复，2013年完成1800万美元首次公开募股。
ASTS vs AXGN — 直观对比
营收规模更大
AXGN
是对方的1.1倍
$54.3M
两年增速更快
ASTS
近两年复合增速
13.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $54.3M | $61.5M |
| 净利润 | — | $-19.6M |
| 毛利率 | — | 75.2% |
| 营业利润率 | -560.4% | 20.2% |
| 净利率 | — | -31.9% |
| 营收同比 | — | 26.6% |
| 净利润同比 | — | -410.8% |
| 每股收益（稀释后） | — | $-0.38 |
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ASTSAXGN
| Q1 26 | $54.3M | $61.5M | ||
| Q4 25 | $54.3M | $59.9M | ||
| Q3 25 | $14.7M | $60.1M | ||
| Q2 25 | — | $56.7M | ||
| Q1 25 | — | $48.6M | ||
| Q4 24 | — | $49.4M | ||
| Q3 24 | — | $48.6M | ||
| Q2 24 | — | $47.9M |
净利润ASTSAXGN
| Q1 26 | — | $-19.6M | ||
| Q4 25 | $-74.0M | $-13.2M | ||
| Q3 25 | $-122.9M | $708.0K | ||
| Q2 25 | — | $579.0K | ||
| Q1 25 | — | $-3.8M | ||
| Q4 24 | — | $450.0K | ||
| Q3 24 | — | $-1.9M | ||
| Q2 24 | — | $-1.9M |
毛利率ASTSAXGN
| Q1 26 | — | 75.2% | ||
| Q4 25 | — | 74.1% | ||
| Q3 25 | — | 76.6% | ||
| Q2 25 | — | 74.2% | ||
| Q1 25 | — | 71.9% | ||
| Q4 24 | — | 76.1% | ||
| Q3 24 | — | 74.9% | ||
| Q2 24 | — | 73.8% |
营业利润率ASTSAXGN
| Q1 26 | -560.4% | 20.2% | ||
| Q4 25 | -175.0% | -16.3% | ||
| Q3 25 | -1109.0% | 3.2% | ||
| Q2 25 | — | 3.0% | ||
| Q1 25 | — | -3.4% | ||
| Q4 24 | — | 4.1% | ||
| Q3 24 | — | -0.6% | ||
| Q2 24 | — | -0.9% |
净利率ASTSAXGN
| Q1 26 | — | -31.9% | ||
| Q4 25 | -136.2% | -22.0% | ||
| Q3 25 | -833.7% | 1.2% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | -7.9% | ||
| Q4 24 | — | 0.9% | ||
| Q3 24 | — | -3.8% | ||
| Q2 24 | — | -4.0% |
每股收益（稀释后）ASTSAXGN
| Q1 26 | — | $-0.38 | ||
| Q4 25 | — | $-0.28 | ||
| Q3 25 | — | $0.01 | ||
| Q2 25 | — | $0.01 | ||
| Q1 25 | — | $-0.08 | ||
| Q4 24 | — | $-0.00 | ||
| Q3 24 | — | $-0.04 | ||
| Q2 24 | — | $-0.04 |
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 | $2.3B | $82.7M |
| 总债务越低越好 | $12.0M | — |
| 股东权益账面价值 | $2.4B | $244.8M |
| 总资产 | $5.0B | $289.5M |
| 负债/权益比越低杠杆越低 | 0.01× | — |
8季度趋势，按日历期对齐
现金及短期投资ASTSAXGN
| Q1 26 | $2.3B | $82.7M | ||
| Q4 25 | $4.3B | $41.5M | ||
| Q3 25 | $2.4B | $35.8M | ||
| Q2 25 | — | $29.9M | ||
| Q1 25 | — | $22.1M | ||
| Q4 24 | — | $33.5M | ||
| Q3 24 | — | $24.5M | ||
| Q2 24 | — | $21.1M |
总债务ASTSAXGN
| Q1 26 | $12.0M | — | ||
| Q4 25 | — | $48.4M | ||
| Q3 25 | — | $48.2M | ||
| Q2 25 | — | $47.9M | ||
| Q1 25 | — | $47.7M | ||
| Q4 24 | — | $47.5M | ||
| Q3 24 | — | $47.3M | ||
| Q2 24 | — | $47.0M |
股东权益ASTSAXGN
| Q1 26 | $2.4B | $244.8M | ||
| Q4 25 | $2.4B | $128.8M | ||
| Q3 25 | $1.6B | $120.8M | ||
| Q2 25 | — | $112.3M | ||
| Q1 25 | — | $105.4M | ||
| Q4 24 | — | $103.9M | ||
| Q3 24 | — | $99.4M | ||
| Q2 24 | — | $95.7M |
总资产ASTSAXGN
| Q1 26 | $5.0B | $289.5M | ||
| Q4 25 | $5.0B | $221.7M | ||
| Q3 25 | $2.6B | $216.4M | ||
| Q2 25 | — | $205.5M | ||
| Q1 25 | — | $196.2M | ||
| Q4 24 | — | $203.7M | ||
| Q3 24 | — | $192.0M | ||
| Q2 24 | — | $188.9M |
负债/权益比ASTSAXGN
| Q1 26 | 0.01× | — | ||
| Q4 25 | — | 0.38× | ||
| Q3 25 | — | 0.40× | ||
| Q2 25 | — | 0.43× | ||
| Q1 25 | — | 0.45× | ||
| Q4 24 | — | 0.46× | ||
| Q3 24 | — | 0.48× | ||
| Q2 24 | — | 0.49× |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $-1.4M |
| 自由现金流率自由现金流/营收 | — | -2.3% |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $9.1M |
8季度趋势，按日历期对齐
经营现金流ASTSAXGN
| Q1 26 | — | — | ||
| Q4 25 | $65.0M | $3.0M | ||
| Q3 25 | $-64.5M | $3.2M | ||
| Q2 25 | — | $7.7M | ||
| Q1 25 | — | $-13.2M | ||
| Q4 24 | — | $8.7M | ||
| Q3 24 | — | $3.9M | ||
| Q2 24 | — | $4.2M |
自由现金流ASTSAXGN
| Q1 26 | — | $-1.4M | ||
| Q4 25 | $-330.7M | $1.8M | ||
| Q3 25 | $-302.9M | $1.7M | ||
| Q2 25 | — | $7.0M | ||
| Q1 25 | — | $-13.4M | ||
| Q4 24 | — | $8.1M | ||
| Q3 24 | — | $3.3M | ||
| Q2 24 | — | $3.3M |
自由现金流率ASTSAXGN
| Q1 26 | — | -2.3% | ||
| Q4 25 | -609.0% | 3.0% | ||
| Q3 25 | -2055.0% | 2.8% | ||
| Q2 25 | — | 12.4% | ||
| Q1 25 | — | -27.7% | ||
| Q4 24 | — | 16.3% | ||
| Q3 24 | — | 6.8% | ||
| Q2 24 | — | 6.8% |
资本支出强度ASTSAXGN
| Q1 26 | — | — | ||
| Q4 25 | 728.7% | 2.1% | ||
| Q3 25 | 1617.6% | 2.5% | ||
| Q2 25 | — | 1.3% | ||
| Q1 25 | — | 0.5% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 1.2% | ||
| Q2 24 | — | 1.9% |
现金转化率ASTSAXGN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 4.55× | ||
| Q2 25 | — | 13.35× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 19.41× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
