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AST SpaceMobile, Inc.(ASTS)与GRID DYNAMICS HOLDINGS, INC.(GDYN)财务数据对比。点击上方公司名可切换其他公司
GRID DYNAMICS HOLDINGS, INC.的季度营收约是AST SpaceMobile, Inc.的1.9倍($104.1M vs $54.3M),GRID DYNAMICS HOLDINGS, INC.净利率更高(-1.4% vs -136.2%,领先134.8%),AST SpaceMobile, Inc.同比增速更快(2758.2% vs 3.7%)
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。
Escape Dynamics Inc.是一家总部位于科罗拉多州的科技企业,活跃于2010年至2015年,核心业务方向是研发可单级入轨、依靠电磁驱动的可重复使用航天飞机,并推动该项目实现商业化落地。
ASTS vs GDYN — 直观对比
营收规模更大
GDYN
是对方的1.9倍
$54.3M
营收增速更快
ASTS
高出2754.5%
3.7%
净利率更高
GDYN
高出134.8%
-136.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $54.3M | $104.1M |
| 净利润 | $-74.0M | $-1.5M |
| 毛利率 | — | 34.8% |
| 营业利润率 | -175.0% | 61.7% |
| 净利率 | -136.2% | -1.4% |
| 营收同比 | 2758.2% | 3.7% |
| 净利润同比 | -106.3% | -150.6% |
| 每股收益(稀释后) | — | $-0.02 |
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
GDYN
| Q1 26 | — | $104.1M | ||
| Q4 25 | $54.3M | $106.2M | ||
| Q3 25 | $14.7M | $104.2M | ||
| Q2 25 | — | $101.1M | ||
| Q1 25 | — | $100.4M | ||
| Q4 24 | — | $100.3M | ||
| Q3 24 | — | $87.4M | ||
| Q2 24 | — | $83.0M |
净利润
ASTS
GDYN
| Q1 26 | — | $-1.5M | ||
| Q4 25 | $-74.0M | $306.0K | ||
| Q3 25 | $-122.9M | $1.2M | ||
| Q2 25 | — | $5.3M | ||
| Q1 25 | — | $2.9M | ||
| Q4 24 | — | $4.5M | ||
| Q3 24 | — | $4.3M | ||
| Q2 24 | — | $-817.0K |
毛利率
ASTS
GDYN
| Q1 26 | — | 34.8% | ||
| Q4 25 | — | 34.0% | ||
| Q3 25 | — | 33.3% | ||
| Q2 25 | — | 34.1% | ||
| Q1 25 | — | 36.8% | ||
| Q4 24 | — | 36.9% | ||
| Q3 24 | — | 37.4% | ||
| Q2 24 | — | 35.6% |
营业利润率
ASTS
GDYN
| Q1 26 | — | 61.7% | ||
| Q4 25 | -175.0% | 0.5% | ||
| Q3 25 | -1109.0% | -0.2% | ||
| Q2 25 | — | -0.1% | ||
| Q1 25 | — | -2.0% | ||
| Q4 24 | — | 1.3% | ||
| Q3 24 | — | 2.4% | ||
| Q2 24 | — | 0.0% |
净利率
ASTS
GDYN
| Q1 26 | — | -1.4% | ||
| Q4 25 | -136.2% | 0.3% | ||
| Q3 25 | -833.7% | 1.1% | ||
| Q2 25 | — | 5.2% | ||
| Q1 25 | — | 2.9% | ||
| Q4 24 | — | 4.5% | ||
| Q3 24 | — | 4.9% | ||
| Q2 24 | — | -1.0% |
每股收益(稀释后)
ASTS
GDYN
| Q1 26 | — | $-0.02 | ||
| Q4 25 | — | $0.01 | ||
| Q3 25 | — | $0.01 | ||
| Q2 25 | — | $0.06 | ||
| Q1 25 | — | $0.03 | ||
| Q4 24 | — | $0.06 | ||
| Q3 24 | — | $0.05 | ||
| Q2 24 | — | $-0.01 |
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 | $4.3B | $327.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.4B | $530.1M |
| 总资产 | $5.0B | $605.0M |
| 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
ASTS
GDYN
| Q1 26 | — | $327.5M | ||
| Q4 25 | $4.3B | $342.1M | ||
| Q3 25 | $2.4B | $338.6M | ||
| Q2 25 | — | $336.8M | ||
| Q1 25 | — | $325.5M | ||
| Q4 24 | — | $334.7M | ||
| Q3 24 | — | $231.3M | ||
| Q2 24 | — | $256.0M |
股东权益
ASTS
GDYN
| Q1 26 | — | $530.1M | ||
| Q4 25 | $2.4B | $542.1M | ||
| Q3 25 | $1.6B | $537.7M | ||
| Q2 25 | — | $532.2M | ||
| Q1 25 | — | $517.4M | ||
| Q4 24 | — | $517.8M | ||
| Q3 24 | — | $400.2M | ||
| Q2 24 | — | $388.4M |
总资产
ASTS
GDYN
| Q1 26 | — | $605.0M | ||
| Q4 25 | $5.0B | $612.9M | ||
| Q3 25 | $2.6B | $613.2M | ||
| Q2 25 | — | $608.9M | ||
| Q1 25 | — | $590.9M | ||
| Q4 24 | — | $592.2M | ||
| Q3 24 | — | $477.3M | ||
| Q2 24 | — | $443.6M |
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 | $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 | — | — |
| 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
ASTS
GDYN
| Q1 26 | — | — | ||
| Q4 25 | $65.0M | $9.9M | ||
| Q3 25 | $-64.5M | $7.0M | ||
| Q2 25 | — | $14.4M | ||
| Q1 25 | — | $9.4M | ||
| Q4 24 | — | $7.1M | ||
| Q3 24 | — | $9.2M | ||
| Q2 24 | — | $10.7M |
自由现金流
ASTS
GDYN
| Q1 26 | — | — | ||
| Q4 25 | $-330.7M | $6.1M | ||
| Q3 25 | $-302.9M | $2.9M | ||
| Q2 25 | — | $10.2M | ||
| Q1 25 | — | $6.0M | ||
| Q4 24 | — | $4.4M | ||
| Q3 24 | — | $5.9M | ||
| Q2 24 | — | $8.0M |
自由现金流率
ASTS
GDYN
| Q1 26 | — | — | ||
| Q4 25 | -609.0% | 5.7% | ||
| Q3 25 | -2055.0% | 2.8% | ||
| Q2 25 | — | 10.1% | ||
| Q1 25 | — | 6.0% | ||
| Q4 24 | — | 4.4% | ||
| Q3 24 | — | 6.8% | ||
| Q2 24 | — | 9.7% |
资本支出强度
ASTS
GDYN
| Q1 26 | — | — | ||
| Q4 25 | 728.7% | 3.6% | ||
| Q3 25 | 1617.6% | 3.9% | ||
| Q2 25 | — | 4.1% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 3.7% | ||
| Q2 24 | — | 3.2% |
现金转化率
ASTS
GDYN
| Q1 26 | — | — | ||
| Q4 25 | — | 32.34× | ||
| Q3 25 | — | 5.92× | ||
| Q2 25 | — | 2.73× | ||
| Q1 25 | — | 3.21× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | — | 2.15× | ||
| Q2 24 | — | — |
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
| Products | $44.4M | 82% |
| Other | $7.8M | 14% |
| Sat Co | $2.1M | 4% |
GDYN
暂无分部数据