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AST SpaceMobile, Inc.（ASTS）与万物新生（RERE）财务数据对比。点击上方公司名可切换其他公司
AST SpaceMobile, Inc.的季度营收约是万物新生的1.3倍（$54.3M vs $43.2M），万物新生净利率更高（16.9% vs -136.2%，领先153.1%）
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。
万物新生集团（ATRenew Inc.）是中国领先的二手消费电子产品交易与服务平台运营商，核心业务覆盖数码产品回收、质检、翻新及售卖，运营有爱回收等知名品牌，服务覆盖个人消费者及企业客户，市场遍及国内及部分东南亚地区。
ASTS vs RERE — 直观对比
营收规模更大
ASTS
是对方的1.3倍
$43.2M
净利率更高
RERE
高出153.1%
-136.2%
损益表 — Q4 FY2025 vs Q1 FY2023
| 指标 | | |
|---|---|---|
| 营收 | $54.3M | $43.2M |
| 净利润 | $-74.0M | $7.3M |
| 毛利率 | — | — |
| 营业利润率 | -175.0% | — |
| 净利率 | -136.2% | 16.9% |
| 营收同比 | 2758.2% | — |
| 净利润同比 | -106.3% | — |
| 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ASTSRERE
| Q4 25 | $54.3M | — | ||
| Q3 25 | $14.7M | — | ||
| Q4 23 | $0 | — | ||
| Q3 23 | $0 | — | ||
| Q2 23 | $0 | — | ||
| Q1 23 | — | $43.2M | ||
| Q4 22 | $-1.0K | — | ||
| Q2 22 | $7.3M | — |
净利润ASTSRERE
| Q4 25 | $-74.0M | — | ||
| Q3 25 | $-122.9M | — | ||
| Q4 23 | $-31.9M | — | ||
| Q3 23 | $-20.9M | — | ||
| Q2 23 | $-18.4M | — | ||
| Q1 23 | — | $7.3M | ||
| Q4 22 | $-8.2M | — | ||
| Q2 22 | $-2.9M | — |
毛利率ASTSRERE
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — | ||
| Q1 23 | — | — | ||
| Q4 22 | 200.0% | — | ||
| Q2 22 | 69.7% | — |
营业利润率ASTSRERE
| Q4 25 | -175.0% | — | ||
| Q3 25 | -1109.0% | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — | ||
| Q1 23 | — | — | ||
| Q4 22 | 2522300.0% | — | ||
| Q2 22 | -109.7% | — |
净利率ASTSRERE
| Q4 25 | -136.2% | — | ||
| Q3 25 | -833.7% | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — | ||
| Q1 23 | — | 16.9% | ||
| Q4 22 | 822900.0% | — | ||
| Q2 22 | -40.3% | — |
每股收益（稀释后）ASTSRERE
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — | ||
| Q1 23 | — | — | ||
| Q4 22 | — | — | ||
| Q2 22 | $-0.06 | — |
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 | $228.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.4B | $557.1M |
| 总资产 | $5.0B | $722.9M |
| 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ASTSRERE
| Q4 25 | $4.3B | — | ||
| Q3 25 | $2.4B | — | ||
| Q4 23 | $155.3M | — | ||
| Q3 23 | $251.7M | — | ||
| Q2 23 | $372.9M | — | ||
| Q1 23 | — | $228.0M | ||
| Q4 22 | $469.3M | — | ||
| Q2 22 | $395.1M | — |
总债务ASTSRERE
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | $4.6M | — | ||
| Q1 23 | — | — | ||
| Q4 22 | $4.8M | — | ||
| Q2 22 | $4.9M | — |
股东权益ASTSRERE
| Q4 25 | $2.4B | — | ||
| Q3 25 | $1.6B | — | ||
| Q4 23 | $213.6M | — | ||
| Q3 23 | $287.2M | — | ||
| Q2 23 | $335.9M | — | ||
| Q1 23 | — | $557.1M | ||
| Q4 22 | $359.8M | — | ||
| Q2 22 | $310.3M | — |
总资产ASTSRERE
| Q4 25 | $5.0B | — | ||
| Q3 25 | $2.6B | — | ||
| Q4 23 | $360.9M | — | ||
| Q3 23 | $402.1M | — | ||
| Q2 23 | $408.5M | — | ||
| Q1 23 | — | $722.9M | ||
| Q4 22 | $438.4M | — | ||
| Q2 22 | $384.9M | — |
负债/权益比ASTSRERE
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | 0.01× | — | ||
| Q1 23 | — | — | ||
| Q4 22 | 0.01× | — | ||
| Q2 22 | 0.02× | — |
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ASTSRERE
| Q4 25 | $65.0M | — | ||
| Q3 25 | $-64.5M | — | ||
| Q4 23 | $-24.9M | — | ||
| Q3 23 | $-36.1M | — | ||
| Q2 23 | $-50.3M | — | ||
| Q1 23 | — | — | ||
| Q4 22 | $-35.0M | — | ||
| Q2 22 | $-41.0M | — |
自由现金流ASTSRERE
| Q4 25 | $-330.7M | — | ||
| Q3 25 | $-302.9M | — | ||
| Q4 23 | $-47.2M | — | ||
| Q3 23 | $-109.5M | — | ||
| Q2 23 | $-57.8M | — | ||
| Q1 23 | — | — | ||
| Q4 22 | $-46.5M | — | ||
| Q2 22 | $-69.9M | — |
自由现金流率ASTSRERE
| Q4 25 | -609.0% | — | ||
| Q3 25 | -2055.0% | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — | ||
| Q1 23 | — | — | ||
| Q4 22 | 4647400.0% | — | ||
| Q2 22 | -962.8% | — |
资本支出强度ASTSRERE
| Q4 25 | 728.7% | — | ||
| Q3 25 | 1617.6% | — | ||
| Q4 23 | — | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — | ||
| Q1 23 | — | — | ||
| Q4 22 | -1143400.0% | — | ||
| Q2 22 | 398.4% | — |
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% |
RERE
暂无分部数据
