vs
Bridger Aerospace Group Holdings, Inc.（BAER）与LIGHTPATH TECHNOLOGIES INC（LPTH）财务数据对比。点击上方公司名可切换其他公司
LIGHTPATH TECHNOLOGIES INC的季度营收约是Bridger Aerospace Group Holdings, Inc.的1.9倍（$16.4M vs $8.5M），LIGHTPATH TECHNOLOGIES INC净利率更高（-57.5% vs -177.2%，领先119.7%），LIGHTPATH TECHNOLOGIES INC同比增速更快（120.2% vs -45.2%），LIGHTPATH TECHNOLOGIES INC自由现金流更多（$2.0M vs $-78.4M），过去两年LIGHTPATH TECHNOLOGIES INC的营收复合增速更高（45.7% vs 24.6%）
布里杰航空集团控股公司是一家美国航空企业，主营业务为航空消防及野火管理服务，目前已在美国24个州和加拿大2个省提供消防作业支持，服务覆盖北美多林火高发区域，在航空消防领域积累了丰富的实践经验。
LightPath Technologies Inc是一家精密光学组件及组件生产商，主营非球面透镜、红外光学器件、光纤产品等，服务工业自动化、航空航天、国防、医疗成像、电信等领域的全球客户，提供标准及定制化光学解决方案。
BAER vs LPTH — 直观对比
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $8.5M | $16.4M |
| 净利润 | $-15.1M | $-9.4M |
| 毛利率 | -65.1% | 36.8% |
| 营业利润率 | -175.0% | -52.6% |
| 净利率 | -177.2% | -57.5% |
| 营收同比 | -45.2% | 120.2% |
| 净利润同比 | -17.9% | -260.1% |
| 每股收益（稀释后） | $-0.26 | $-0.20 |
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
| Q4 25 | $8.5M | $16.4M | ||
| Q3 25 | $67.9M | $15.1M | ||
| Q2 25 | $30.8M | $12.2M | ||
| Q1 25 | $15.6M | $9.2M | ||
| Q4 24 | $15.6M | $7.4M | ||
| Q3 24 | $64.5M | $8.4M | ||
| Q2 24 | $13.0M | $8.6M | ||
| Q1 24 | $5.5M | $7.7M |
| Q4 25 | $-15.1M | $-9.4M | ||
| Q3 25 | $34.5M | $-2.9M | ||
| Q2 25 | $308.0K | $-7.1M | ||
| Q1 25 | $-15.5M | $-3.6M | ||
| Q4 24 | $-12.8M | $-2.6M | ||
| Q3 24 | $27.3M | $-1.6M | ||
| Q2 24 | $-10.0M | $-2.4M | ||
| Q1 24 | $-20.1M | $-2.6M |
| Q4 25 | -65.1% | 36.8% | ||
| Q3 25 | 68.9% | 29.8% | ||
| Q2 25 | 39.2% | 22.0% | ||
| Q1 25 | -10.0% | 29.1% | ||
| Q4 24 | 1.2% | 26.0% | ||
| Q3 24 | 64.3% | 33.9% | ||
| Q2 24 | 24.2% | 29.2% | ||
| Q1 24 | — | 20.9% |
| Q4 25 | -175.0% | -52.6% | ||
| Q3 25 | 57.5% | -16.6% | ||
| Q2 25 | 18.0% | -38.0% | ||
| Q1 25 | -64.9% | -36.3% | ||
| Q4 24 | -48.0% | -33.5% | ||
| Q3 24 | 50.9% | -16.4% | ||
| Q2 24 | -36.5% | -25.6% | ||
| Q1 24 | -278.0% | -33.6% |
| Q4 25 | -177.2% | -57.5% | ||
| Q3 25 | 50.8% | -19.2% | ||
| Q2 25 | 1.0% | -57.8% | ||
| Q1 25 | -99.3% | -39.1% | ||
| Q4 24 | -82.4% | -35.2% | ||
| Q3 24 | 42.4% | -19.3% | ||
| Q2 24 | -76.7% | -27.3% | ||
| Q1 24 | -364.8% | -33.7% |
| Q4 25 | $-0.26 | $-0.20 | ||
| Q3 25 | $0.37 | $-0.07 | ||
| Q2 25 | $-0.12 | $0.19 | ||
| Q1 25 | $-0.41 | $-0.44 | ||
| Q4 24 | $-0.24 | $-0.07 | ||
| Q3 24 | $0.31 | $-0.04 | ||
| Q2 24 | $-0.33 | $-0.15 | ||
| Q1 24 | $-0.55 | $-0.07 |
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 | $31.4M | $73.6M |
| 总债务越低越好 | $222.5M | — |
| 股东权益账面价值 | $-342.6M | $77.9M |
| 总资产 | $330.3M | $148.6M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $31.4M | $73.6M | ||
| Q3 25 | $55.1M | — | ||
| Q2 25 | $17.0M | $4.9M | ||
| Q1 25 | $22.3M | — | ||
| Q4 24 | $39.3M | — | ||
| Q3 24 | $33.3M | — | ||
| Q2 24 | $8.5M | — | ||
| Q1 24 | $6.8M | — |
| Q4 25 | $222.5M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $208.4M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $535.0K | ||
| Q1 24 | — | $599.4K |
| Q4 25 | $-342.6M | $77.9M | ||
| Q3 25 | $-322.4M | $21.4M | ||
| Q2 25 | $-351.0M | $15.6M | ||
| Q1 25 | $-347.4M | $15.7M | ||
| Q4 24 | $-326.7M | $26.7M | ||
| Q3 24 | $-304.4M | $29.4M | ||
| Q2 24 | $-328.0M | $30.2M | ||
| Q1 24 | $-348.7M | $31.7M |
| Q4 25 | $330.3M | $148.6M | ||
| Q3 25 | $311.0M | $87.3M | ||
| Q2 25 | $279.0M | $81.5M | ||
| Q1 25 | $275.6M | $81.4M | ||
| Q4 24 | $290.8M | $45.8M | ||
| Q3 24 | $307.3M | $48.4M | ||
| Q2 24 | $281.7M | $48.1M | ||
| Q1 24 | $252.4M | $49.7M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.02× | ||
| Q1 24 | — | 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 | $-8.0M | $2.8M |
| 自由现金流经营现金流 - 资本支出 | $-78.4M | $2.0M |
| 自由现金流率自由现金流/营收 | -917.3% | 12.0% |
| 资本支出强度资本支出/营收 | 823.4% | 5.3% |
| 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 | $-64.2M | $-6.3M |
8季度趋势，按日历期对齐
| Q4 25 | $-8.0M | $2.8M | ||
| Q3 25 | $41.0M | $-1.1M | ||
| Q2 25 | $1.4M | $-2.6M | ||
| Q1 25 | $-17.7M | $-3.2M | ||
| Q4 24 | $54.5M | $-737.4K | ||
| Q3 24 | $200.0K | $-1.7M | ||
| Q2 24 | $-22.6M | $64.7K | ||
| Q1 24 | $-22.8M | $-394.2K |
| Q4 25 | $-78.4M | $2.0M | ||
| Q3 25 | $34.6M | $-1.2M | ||
| Q2 25 | $515.0K | $-3.3M | ||
| Q1 25 | $-21.0M | $-3.7M | ||
| Q4 24 | $53.5M | $-817.8K | ||
| Q3 24 | $-951.0K | $-1.8M | ||
| Q2 24 | $-23.6M | $-225.5K | ||
| Q1 24 | $-23.7M | $-802.5K |
| Q4 25 | -917.3% | 12.0% | ||
| Q3 25 | 51.0% | -8.1% | ||
| Q2 25 | 1.7% | -27.3% | ||
| Q1 25 | -134.0% | -40.0% | ||
| Q4 24 | 343.5% | -11.0% | ||
| Q3 24 | -1.5% | -21.2% | ||
| Q2 24 | -181.3% | -2.6% | ||
| Q1 24 | -430.7% | -10.4% |
| Q4 25 | 823.4% | 5.3% | ||
| Q3 25 | 9.3% | 0.5% | ||
| Q2 25 | 3.0% | 5.6% | ||
| Q1 25 | 21.2% | 4.6% | ||
| Q4 24 | 6.3% | 1.1% | ||
| Q3 24 | 1.8% | 0.9% | ||
| Q2 24 | 7.6% | 3.4% | ||
| Q1 24 | 17.4% | 5.3% |
| Q4 25 | — | — | ||
| Q3 25 | 1.19× | — | ||
| Q2 25 | 4.68× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.01× | — | ||
| Q2 24 | — | — | ||
| Q1 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
BAER
暂无分部数据
LPTH
| Other | $7.9M | 48% |
| Infrared Components | $5.0M | 31% |
| Visible Components | $3.4M | 21% |
