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AST SpaceMobile, Inc.(ASTS)与DORCHESTER MINERALS, L.P.(DMLP)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DORCHESTER MINERALS, L.P.的1.3倍($54.3M vs $41.9M),过去两年AST SpaceMobile, Inc.的营收复合增速更高(173.4% vs 16.2%)
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。
多切斯特矿业有限合伙是一家总部位于美国的上市有限合伙企业,主要收购、持有及管理油气相关的特许权权益、净利润权益、矿产产权等多元化资产组合,资产覆盖美国多个核心陆上油气产区,为合伙份额持有人提供稳定的现金流回报。
ASTS vs DMLP — 直观对比
营收规模更大
ASTS
是对方的1.3倍
$41.9M
两年增速更快
ASTS
近两年复合增速
16.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $54.3M | $41.9M |
| 净利润 | — | $16.2M |
| 毛利率 | — | — |
| 营业利润率 | -560.4% | — |
| 净利率 | — | 38.7% |
| 营收同比 | — | 5.4% |
| 净利润同比 | — | 13.7% |
| 每股收益(稀释后) | — | — |
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
ASTS
DMLP
| Q1 26 | $54.3M | — | ||
| Q4 25 | $54.3M | $41.9M | ||
| Q3 25 | $14.7M | $35.4M | ||
| Q2 25 | — | $32.4M | ||
| Q1 25 | — | $43.2M | ||
| Q4 24 | — | $39.7M | ||
| Q3 24 | — | $53.5M | ||
| Q2 24 | — | $37.4M |
净利润
ASTS
DMLP
| Q1 26 | — | — | ||
| Q4 25 | $-74.0M | $16.2M | ||
| Q3 25 | $-122.9M | $11.2M | ||
| Q2 25 | — | $12.3M | ||
| Q1 25 | — | $17.6M | ||
| Q4 24 | — | $14.2M | ||
| Q3 24 | — | $36.4M | ||
| Q2 24 | — | $23.6M |
营业利润率
ASTS
DMLP
| Q1 26 | -560.4% | — | ||
| Q4 25 | -175.0% | — | ||
| Q3 25 | -1109.0% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
净利率
ASTS
DMLP
| Q1 26 | — | — | ||
| Q4 25 | -136.2% | 38.7% | ||
| Q3 25 | -833.7% | 31.5% | ||
| Q2 25 | — | 38.1% | ||
| Q1 25 | — | 40.9% | ||
| Q4 24 | — | 35.9% | ||
| Q3 24 | — | 68.1% | ||
| Q2 24 | — | 63.2% |
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 | $41.9M |
| 总债务越低越好 | $12.0M | — |
| 股东权益账面价值 | $2.4B | — |
| 总资产 | $5.0B | $309.6M |
| 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
ASTS
DMLP
| Q1 26 | $2.3B | — | ||
| Q4 25 | $4.3B | $41.9M | ||
| Q3 25 | $2.4B | $41.6M | ||
| Q2 25 | — | $36.5M | ||
| Q1 25 | — | $41.5M | ||
| Q4 24 | — | $42.5M | ||
| Q3 24 | — | $56.5M | ||
| Q2 24 | — | $35.2M |
总债务
ASTS
DMLP
| Q1 26 | $12.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
ASTS
DMLP
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.4B | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
总资产
ASTS
DMLP
| Q1 26 | $5.0B | — | ||
| Q4 25 | $5.0B | $309.6M | ||
| Q3 25 | $2.6B | $330.4M | ||
| Q2 25 | — | $325.6M | ||
| Q1 25 | — | $349.0M | ||
| Q4 24 | — | $366.8M | ||
| Q3 24 | — | $403.4M | ||
| Q2 24 | — | $176.0M |
负债/权益比
ASTS
DMLP
| Q1 26 | 0.01× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $34.3M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 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 | — | 2.12× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
ASTS
DMLP
| Q1 26 | — | — | ||
| Q4 25 | $65.0M | $34.3M | ||
| Q3 25 | $-64.5M | $34.3M | ||
| Q2 25 | — | $30.5M | ||
| Q1 25 | — | $33.4M | ||
| Q4 24 | — | $31.5M | ||
| Q3 24 | — | $43.7M | ||
| Q2 24 | — | $29.4M |
自由现金流
ASTS
DMLP
| Q1 26 | — | — | ||
| Q4 25 | $-330.7M | — | ||
| Q3 25 | $-302.9M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率
ASTS
DMLP
| Q1 26 | — | — | ||
| Q4 25 | -609.0% | — | ||
| Q3 25 | -2055.0% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度
ASTS
DMLP
| Q1 26 | — | — | ||
| Q4 25 | 728.7% | — | ||
| Q3 25 | 1617.6% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率
ASTS
DMLP
| Q1 26 | — | — | ||
| Q4 25 | — | 2.12× | ||
| Q3 25 | — | 3.07× | ||
| Q2 25 | — | 2.47× | ||
| Q1 25 | — | 1.89× | ||
| Q4 24 | — | 2.21× | ||
| Q3 24 | — | 1.20× | ||
| Q2 24 | — | 1.25× |
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
ASTS
暂无分部数据
DMLP
| Royalties | $34.0M | 81% |
| Other | $7.8M | 19% |