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AST SpaceMobile, Inc.（ASTS）与牛津地产（IIPR）财务数据对比。点击上方公司名可切换其他公司
牛津地产的季度营收约是AST SpaceMobile, Inc.的1.2倍（$66.7M vs $54.3M），牛津地产净利率更高（47.8% vs -136.2%，领先184.0%），AST SpaceMobile, Inc.同比增速更快（2758.2% vs -13.1%）
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。
牛津地产是一家加拿大跨国企业，业务涵盖房地产投资、开发与物业管理。其投资组合包含写字楼、零售、工业、多户住宅、生命科学及酒店类资产。该公司1960年以私营企业形式创立，自2003年起成为安大略省市政雇员退休系统（OMERS）的全资子公司，总部设于多伦多，在纽约、伦敦、澳大利亚、新加坡及卢森堡均设有区域总部。
ASTS vs IIPR — 直观对比
营收规模更大
IIPR
是对方的1.2倍
$54.3M
营收增速更快
ASTS
高出2771.3%
-13.1%
净利率更高
IIPR
高出184.0%
-136.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $54.3M | $66.7M |
| 净利润 | $-74.0M | $31.8M |
| 毛利率 | — | — |
| 营业利润率 | -175.0% | 47.8% |
| 净利率 | -136.2% | 47.8% |
| 营收同比 | 2758.2% | -13.1% |
| 净利润同比 | -106.3% | -20.4% |
| 每股收益（稀释后） | — | $1.07 |
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ASTSIIPR
| Q4 25 | $54.3M | $66.7M | ||
| Q3 25 | $14.7M | $64.7M | ||
| Q2 25 | — | $62.9M | ||
| Q1 25 | — | $71.7M | ||
| Q4 24 | — | $76.7M | ||
| Q3 24 | — | $76.5M | ||
| Q2 24 | — | $79.8M | ||
| Q1 24 | — | $75.5M |
净利润ASTSIIPR
| Q4 25 | $-74.0M | $31.8M | ||
| Q3 25 | $-122.9M | $29.3M | ||
| Q2 25 | — | $26.0M | ||
| Q1 25 | — | $31.1M | ||
| Q4 24 | — | $40.0M | ||
| Q3 24 | — | $40.2M | ||
| Q2 24 | — | $42.0M | ||
| Q1 24 | — | $39.4M |
营业利润率ASTSIIPR
| Q4 25 | -175.0% | 47.8% | ||
| Q3 25 | -1109.0% | 45.5% | ||
| Q2 25 | — | 45.9% | ||
| Q1 25 | — | 47.4% | ||
| Q4 24 | — | 54.7% | ||
| Q3 24 | — | 54.8% | ||
| Q2 24 | — | 53.1% | ||
| Q1 24 | — | 55.7% |
净利率ASTSIIPR
| Q4 25 | -136.2% | 47.8% | ||
| Q3 25 | -833.7% | 45.3% | ||
| Q2 25 | — | 41.4% | ||
| Q1 25 | — | 43.3% | ||
| Q4 24 | — | 52.2% | ||
| Q3 24 | — | 52.6% | ||
| Q2 24 | — | 52.6% | ||
| Q1 24 | — | 52.3% |
每股收益（稀释后）ASTSIIPR
| Q4 25 | — | $1.07 | ||
| Q3 25 | — | $0.97 | ||
| Q2 25 | — | $0.86 | ||
| Q1 25 | — | $1.03 | ||
| Q4 24 | — | $1.35 | ||
| Q3 24 | — | $1.37 | ||
| Q2 24 | — | $1.44 | ||
| Q1 24 | — | $1.36 |
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 | $47.6M |
| 总债务越低越好 | — | $393.7M |
| 股东权益账面价值 | $2.4B | $1.8B |
| 总资产 | $5.0B | $2.4B |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资ASTSIIPR
| Q4 25 | $4.3B | $47.6M | ||
| Q3 25 | $2.4B | $41.9M | ||
| Q2 25 | — | $104.9M | ||
| Q1 25 | — | $133.3M | ||
| Q4 24 | — | $151.2M | ||
| Q3 24 | — | $172.4M | ||
| Q2 24 | — | $160.9M | ||
| Q1 24 | — | $173.5M |
总债务ASTSIIPR
| Q4 25 | — | $393.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ASTSIIPR
| Q4 25 | $2.4B | $1.8B | ||
| Q3 25 | $1.6B | $1.9B | ||
| Q2 25 | — | $1.9B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $1.9B | ||
| Q1 24 | — | $2.0B |
总资产ASTSIIPR
| Q4 25 | $5.0B | $2.4B | ||
| Q3 25 | $2.6B | $2.3B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.4B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | — | $2.4B | ||
| Q1 24 | — | $2.4B |
负债/权益比ASTSIIPR
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $65.0M | $198.2M |
| 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 | — | 6.22× |
| 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ASTSIIPR
| Q4 25 | $65.0M | $198.2M | ||
| Q3 25 | $-64.5M | $45.6M | ||
| Q2 25 | — | $48.4M | ||
| Q1 25 | — | $54.2M | ||
| Q4 24 | — | $258.4M | ||
| Q3 24 | — | $64.9M | ||
| Q2 24 | — | $64.2M | ||
| Q1 24 | — | $71.6M |
自由现金流ASTSIIPR
| Q4 25 | $-330.7M | — | ||
| Q3 25 | $-302.9M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
自由现金流率ASTSIIPR
| Q4 25 | -609.0% | — | ||
| Q3 25 | -2055.0% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
资本支出强度ASTSIIPR
| Q4 25 | 728.7% | — | ||
| Q3 25 | 1617.6% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金转化率ASTSIIPR
| Q4 25 | — | 6.22× | ||
| Q3 25 | — | 1.56× | ||
| Q2 25 | — | 1.86× | ||
| Q1 25 | — | 1.75× | ||
| Q4 24 | — | 6.46× | ||
| Q3 24 | — | 1.61× | ||
| Q2 24 | — | 1.53× | ||
| Q1 24 | — | 1.82× |
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% |
IIPR
暂无分部数据
