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AST SpaceMobile, Inc.（ASTS）与合众银行（OSBC）财务数据对比。点击上方公司名可切换其他公司
合众银行的季度营收约是AST SpaceMobile, Inc.的1.7倍（$93.8M vs $54.3M），合众银行净利率更高（27.3% vs -136.2%，领先163.5%）
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。
合众银行是一家总部位于美国明尼阿波利斯、在特拉华州注册的美国跨国银行机构。截至2025年，它是美国第五大银行，也是美国中西部规模最大的银行，被金融稳定委员会认定为具有系统重要性的金融机构，主营银行、投资、抵押等金融服务。
ASTS vs OSBC — 直观对比
营收规模更大
OSBC
是对方的1.7倍
$54.3M
净利率更高
OSBC
高出163.5%
-136.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $54.3M | $93.8M |
| 净利润 | $-74.0M | $25.6M |
| 毛利率 | — | — |
| 营业利润率 | -175.0% | — |
| 净利率 | -136.2% | 27.3% |
| 营收同比 | 2758.2% | — |
| 净利润同比 | -106.3% | 159.2% |
| 每股收益（稀释后） | — | $0.48 |
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ASTSOSBC
| Q1 26 | — | $93.8M | ||
| Q4 25 | $54.3M | $95.2M | ||
| Q3 25 | $14.7M | $95.9M | ||
| Q2 25 | — | $75.1M | ||
| Q1 25 | — | $73.1M | ||
| Q4 24 | — | $73.2M | ||
| Q3 24 | — | $71.2M | ||
| Q2 24 | — | $70.8M |
净利润ASTSOSBC
| Q1 26 | — | $25.6M | ||
| Q4 25 | $-74.0M | — | ||
| Q3 25 | $-122.9M | $9.9M | ||
| Q2 25 | — | $21.8M | ||
| Q1 25 | — | $19.8M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $23.0M | ||
| Q2 24 | — | $21.9M |
营业利润率ASTSOSBC
| Q1 26 | — | — | ||
| Q4 25 | -175.0% | 41.2% | ||
| Q3 25 | -1109.0% | 13.6% | ||
| Q2 25 | — | 38.9% | ||
| Q1 25 | — | 35.8% | ||
| Q4 24 | — | 34.7% | ||
| Q3 24 | — | 41.9% | ||
| Q2 24 | — | 41.2% |
净利率ASTSOSBC
| Q1 26 | — | 27.3% | ||
| Q4 25 | -136.2% | — | ||
| Q3 25 | -833.7% | 10.3% | ||
| Q2 25 | — | 29.0% | ||
| Q1 25 | — | 27.1% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 32.3% | ||
| Q2 24 | — | 30.9% |
每股收益（稀释后）ASTSOSBC
| Q1 26 | — | $0.48 | ||
| Q4 25 | — | $0.53 | ||
| Q3 25 | — | $0.18 | ||
| Q2 25 | — | $0.48 | ||
| Q1 25 | — | $0.43 | ||
| Q4 24 | — | $0.42 | ||
| Q3 24 | — | $0.50 | ||
| Q2 24 | — | $0.48 |
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 | $115.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.4B | $893.3M |
| 总资产 | $5.0B | $6.8B |
| 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ASTSOSBC
| Q1 26 | — | $115.7M | ||
| Q4 25 | $4.3B | $124.0M | ||
| Q3 25 | $2.4B | $116.5M | ||
| Q2 25 | — | $141.8M | ||
| Q1 25 | — | $256.1M | ||
| Q4 24 | — | $99.3M | ||
| Q3 24 | — | $115.8M | ||
| Q2 24 | — | $120.9M |
股东权益ASTSOSBC
| Q1 26 | — | $893.3M | ||
| Q4 25 | $2.4B | $896.8M | ||
| Q3 25 | $1.6B | $866.7M | ||
| Q2 25 | — | $718.6M | ||
| Q1 25 | — | $694.5M | ||
| Q4 24 | — | $671.0M | ||
| Q3 24 | — | $661.4M | ||
| Q2 24 | — | $619.3M |
总资产ASTSOSBC
| Q1 26 | — | $6.8B | ||
| Q4 25 | $5.0B | $6.9B | ||
| Q3 25 | $2.6B | $7.0B | ||
| Q2 25 | — | $5.7B | ||
| Q1 25 | — | $5.7B | ||
| Q4 24 | — | $5.6B | ||
| Q3 24 | — | $5.7B | ||
| Q2 24 | — | $5.7B |
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ASTSOSBC
| Q1 26 | — | — | ||
| Q4 25 | $65.0M | $122.3M | ||
| Q3 25 | $-64.5M | $35.9M | ||
| Q2 25 | — | $24.2M | ||
| Q1 25 | — | $17.8M | ||
| Q4 24 | — | $131.5M | ||
| Q3 24 | — | $48.5M | ||
| Q2 24 | — | $11.6M |
自由现金流ASTSOSBC
| Q1 26 | — | — | ||
| Q4 25 | $-330.7M | $117.8M | ||
| Q3 25 | $-302.9M | $34.7M | ||
| Q2 25 | — | $23.5M | ||
| Q1 25 | — | $16.2M | ||
| Q4 24 | — | $120.7M | ||
| Q3 24 | — | $46.2M | ||
| Q2 24 | — | $8.7M |
自由现金流率ASTSOSBC
| Q1 26 | — | — | ||
| Q4 25 | -609.0% | 123.7% | ||
| Q3 25 | -2055.0% | 36.2% | ||
| Q2 25 | — | 31.2% | ||
| Q1 25 | — | 22.2% | ||
| Q4 24 | — | 165.0% | ||
| Q3 24 | — | 64.9% | ||
| Q2 24 | — | 12.3% |
资本支出强度ASTSOSBC
| Q1 26 | — | — | ||
| Q4 25 | 728.7% | 4.7% | ||
| Q3 25 | 1617.6% | 1.3% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | — | 14.7% | ||
| Q3 24 | — | 3.3% | ||
| Q2 24 | — | 4.2% |
现金转化率ASTSOSBC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 3.64× | ||
| Q2 25 | — | 1.11× | ||
| Q1 25 | — | 0.90× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.11× | ||
| Q2 24 | — | 0.53× |
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% |
OSBC
| Net Interest Income | $81.1M | 87% |
| Noninterest Income | $12.6M | 13% |
