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AST SpaceMobile, Inc.（ASTS）与百捷租车（SMRT）财务数据对比。点击上方公司名可切换其他公司
AST SpaceMobile, Inc.的季度营收约是百捷租车的1.5倍（$54.3M vs $36.5M），过去两年AST SpaceMobile, Inc.的营收复合增速更高（173.4% vs -15.0%）
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。
百捷租车是美国知名汽车租赁企业，1958年由莫里斯·米尔金创立于加州洛杉矶，如今是安飞士百捷集团旗下子品牌，运营总部设在新泽西州帕西帕尼，在全球汽车租赁市场拥有广泛的业务布局与品牌影响力。
ASTS vs SMRT — 直观对比
营收规模更大
ASTS
是对方的1.5倍
$36.5M
两年增速更快
ASTS
近两年复合增速
-15.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $54.3M | $36.5M |
| 净利润 | — | $-3.2M |
| 毛利率 | — | 38.6% |
| 营业利润率 | -560.4% | -10.9% |
| 净利率 | — | -8.9% |
| 营收同比 | — | 3.1% |
| 净利润同比 | — | 71.6% |
| 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ASTSSMRT
| Q1 26 | $54.3M | — | ||
| Q4 25 | $54.3M | $36.5M | ||
| Q3 25 | $14.7M | $36.2M | ||
| Q2 25 | — | $38.3M | ||
| Q1 25 | — | $41.3M | ||
| Q4 24 | — | $35.4M | ||
| Q3 24 | — | $40.5M | ||
| Q2 24 | — | $48.5M |
净利润ASTSSMRT
| Q1 26 | — | — | ||
| Q4 25 | $-74.0M | $-3.2M | ||
| Q3 25 | $-122.9M | $-6.3M | ||
| Q2 25 | — | $-10.9M | ||
| Q1 25 | — | $-40.2M | ||
| Q4 24 | — | $-11.4M | ||
| Q3 24 | — | $-9.9M | ||
| Q2 24 | — | $-4.6M |
毛利率ASTSSMRT
| Q1 26 | — | — | ||
| Q4 25 | — | 38.6% | ||
| Q3 25 | — | 26.4% | ||
| Q2 25 | — | 33.1% | ||
| Q1 25 | — | 32.8% | ||
| Q4 24 | — | 28.7% | ||
| Q3 24 | — | 33.2% | ||
| Q2 24 | — | 35.7% |
营业利润率ASTSSMRT
| Q1 26 | -560.4% | — | ||
| Q4 25 | -175.0% | -10.9% | ||
| Q3 25 | -1109.0% | -19.4% | ||
| Q2 25 | — | -30.5% | ||
| Q1 25 | — | -99.9% | ||
| Q4 24 | — | -36.6% | ||
| Q3 24 | — | -29.0% | ||
| Q2 24 | — | -14.3% |
净利率ASTSSMRT
| Q1 26 | — | — | ||
| Q4 25 | -136.2% | -8.9% | ||
| Q3 25 | -833.7% | -17.3% | ||
| Q2 25 | — | -28.3% | ||
| Q1 25 | — | -97.2% | ||
| Q4 24 | — | -32.3% | ||
| Q3 24 | — | -24.5% | ||
| Q2 24 | — | -9.5% |
每股收益（稀释后）ASTSSMRT
| Q1 26 | — | — | ||
| Q4 25 | — | $-0.02 | ||
| Q3 25 | — | $-0.03 | ||
| Q2 25 | — | $-0.06 | ||
| Q1 25 | — | $-0.21 | ||
| Q4 24 | — | $-0.06 | ||
| Q3 24 | — | $-0.05 | ||
| Q2 24 | — | $-0.02 |
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 | $104.5M |
| 总债务越低越好 | $12.0M | — |
| 股东权益账面价值 | $2.4B | $232.1M |
| 总资产 | $5.0B | $320.9M |
| 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ASTSSMRT
| Q1 26 | $2.3B | — | ||
| Q4 25 | $4.3B | $104.5M | ||
| Q3 25 | $2.4B | $100.0M | ||
| Q2 25 | — | $105.0M | ||
| Q1 25 | — | $125.6M | ||
| Q4 24 | — | $142.5M | ||
| Q3 24 | — | $163.4M | ||
| Q2 24 | — | $187.4M |
总债务ASTSSMRT
| Q1 26 | $12.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ASTSSMRT
| Q1 26 | $2.4B | — | ||
| Q4 25 | $2.4B | $232.1M | ||
| Q3 25 | $1.6B | $234.4M | ||
| Q2 25 | — | $238.8M | ||
| Q1 25 | — | $250.7M | ||
| Q4 24 | — | $289.4M | ||
| Q3 24 | — | $305.1M | ||
| Q2 24 | — | $329.4M |
总资产ASTSSMRT
| Q1 26 | $5.0B | — | ||
| Q4 25 | $5.0B | $320.9M | ||
| Q3 25 | $2.6B | $335.8M | ||
| Q2 25 | — | $354.0M | ||
| Q1 25 | — | $366.1M | ||
| Q4 24 | — | $420.2M | ||
| Q3 24 | — | $448.6M | ||
| Q2 24 | — | $475.3M |
负债/权益比ASTSSMRT
| 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 | — | $7.7M |
| 自由现金流经营现金流 - 资本支出 | — | $7.7M |
| 自由现金流率自由现金流/营收 | — | 21.0% |
| 资本支出强度资本支出/营收 | — | 0.0% |
| 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 | — | $-25.1M |
8季度趋势，按日历期对齐
经营现金流ASTSSMRT
| Q1 26 | — | — | ||
| Q4 25 | $65.0M | $7.7M | ||
| Q3 25 | $-64.5M | $-2.1M | ||
| Q2 25 | — | $-14.9M | ||
| Q1 25 | — | $-12.2M | ||
| Q4 24 | — | $-12.0M | ||
| Q3 24 | — | $-3.7M | ||
| Q2 24 | — | $-13.9M |
自由现金流ASTSSMRT
| Q1 26 | — | — | ||
| Q4 25 | $-330.7M | $7.7M | ||
| Q3 25 | $-302.9M | $-2.2M | ||
| Q2 25 | — | $-16.2M | ||
| Q1 25 | — | $-14.3M | ||
| Q4 24 | — | $-13.3M | ||
| Q3 24 | — | $-3.9M | ||
| Q2 24 | — | $-14.1M |
自由现金流率ASTSSMRT
| Q1 26 | — | — | ||
| Q4 25 | -609.0% | 21.0% | ||
| Q3 25 | -2055.0% | -6.1% | ||
| Q2 25 | — | -42.3% | ||
| Q1 25 | — | -34.7% | ||
| Q4 24 | — | -37.5% | ||
| Q3 24 | — | -9.7% | ||
| Q2 24 | — | -29.1% |
资本支出强度ASTSSMRT
| Q1 26 | — | — | ||
| Q4 25 | 728.7% | 0.0% | ||
| Q3 25 | 1617.6% | 0.2% | ||
| Q2 25 | — | 3.3% | ||
| Q1 25 | — | 5.3% | ||
| Q4 24 | — | 3.5% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | — | 0.5% |
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
SMRT
| Hosted Services | $18.1M | 50% |
| Hardware Service | $12.5M | 34% |
| Smart Operations Solutions | $2.6M | 7% |
| Access Control | $2.0M | 5% |
| Other Smart Communities Solutions | $1.3M | 3% |
