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BLACKBAUD INC（BLKB）与FTAI Infrastructure Inc.（FIP）财务数据对比。点击上方公司名可切换其他公司
BLACKBAUD INC的季度营收约是FTAI Infrastructure Inc.的1.5倍（$281.1M vs $188.4M），BLACKBAUD INC净利率更高（11.1% vs -79.7%，领先90.8%），FTAI Infrastructure Inc.同比增速更快（95.9% vs 4.2%），过去两年FTAI Infrastructure Inc.的营收复合增速更高（49.0% vs -1.1%）
Blackbaud是全球知名的云服务提供商，专注为非营利组织、基金会、企业、教育机构、医疗机构、宗教团体及个人公益推动者提供技术支持，旗下产品覆盖筹款、网站管理、客户关系管理、数据分析、财务管理、票务系统、教育管理等多元场景。
FTAI基础设施有限公司持有、运营并投资交通物流、中游能源、发电等核心领域的优质关键基础设施资产，主要面向北美市场，聚焦拥有稳定长期现金流、合同约定收入流的项目，为利益相关方创造可持续回报。
BLKB vs FIP — 直观对比
营收规模更大
BLKB
是对方的1.5倍
$188.4M
营收增速更快
FIP
高出91.7%
4.2%
净利率更高
BLKB
高出90.8%
-79.7%
两年增速更快
FIP
近两年复合增速
-1.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $281.1M | $188.4M |
| 净利润 | $31.1M | $-150.2M |
| 毛利率 | 59.2% | — |
| 营业利润率 | 18.3% | — |
| 净利率 | 11.1% | -79.7% |
| 营收同比 | 4.2% | 95.9% |
| 净利润同比 | 620.3% | -387.6% |
| 每股收益（稀释后） | $0.67 | $-1.32 |
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BLKBFIP
| Q1 26 | $281.1M | $188.4M | ||
| Q4 25 | $295.3M | $143.5M | ||
| Q3 25 | $281.1M | $140.6M | ||
| Q2 25 | $282.0M | $122.3M | ||
| Q1 25 | $269.9M | $96.2M | ||
| Q4 24 | $302.1M | $80.8M | ||
| Q3 24 | $286.6M | $83.3M | ||
| Q2 24 | $287.3M | $84.9M |
净利润BLKBFIP
| Q1 26 | $31.1M | $-150.2M | ||
| Q4 25 | $36.7M | $-97.7M | ||
| Q3 25 | $47.5M | $-104.5M | ||
| Q2 25 | $26.5M | $-70.0M | ||
| Q1 25 | $4.3M | $120.2M | ||
| Q4 24 | $-346.4M | $-124.7M | ||
| Q3 24 | $18.3M | $-43.0M | ||
| Q2 24 | $21.2M | $-48.1M |
毛利率BLKBFIP
| Q1 26 | 59.2% | — | ||
| Q4 25 | 58.3% | — | ||
| Q3 25 | 59.6% | — | ||
| Q2 25 | 59.7% | — | ||
| Q1 25 | 57.5% | — | ||
| Q4 24 | 53.8% | — | ||
| Q3 24 | 54.9% | — | ||
| Q2 24 | 56.0% | — |
营业利润率BLKBFIP
| Q1 26 | 18.3% | — | ||
| Q4 25 | 20.0% | -45.7% | ||
| Q3 25 | 19.4% | -70.8% | ||
| Q2 25 | 20.3% | -56.4% | ||
| Q1 25 | 7.3% | 81.8% | ||
| Q4 24 | -121.5% | -152.7% | ||
| Q3 24 | 14.4% | -51.7% | ||
| Q2 24 | 14.4% | -56.4% |
净利率BLKBFIP
| Q1 26 | 11.1% | -79.7% | ||
| Q4 25 | 12.4% | -68.1% | ||
| Q3 25 | 16.9% | -74.4% | ||
| Q2 25 | 9.4% | -57.2% | ||
| Q1 25 | 1.6% | 125.0% | ||
| Q4 24 | -114.6% | -154.4% | ||
| Q3 24 | 6.4% | -51.6% | ||
| Q2 24 | 7.4% | -56.7% |
每股收益（稀释后）BLKBFIP
| Q1 26 | $0.67 | $-1.32 | ||
| Q4 25 | $0.75 | $-1.04 | ||
| Q3 25 | $0.98 | $-1.38 | ||
| Q2 25 | $0.55 | $-0.73 | ||
| Q1 25 | $0.09 | $0.89 | ||
| Q4 24 | $-6.82 | $-1.21 | ||
| Q3 24 | $0.35 | $-0.45 | ||
| Q2 24 | $0.41 | $-0.52 |
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 | $34.1M | $37.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $34.6M | $-122.5K |
| 总资产 | $2.1B | $5.7B |
| 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BLKBFIP
| Q1 26 | $34.1M | $37.9M | ||
| Q4 25 | $38.9M | $57.4M | ||
| Q3 25 | $38.3M | $34.7M | ||
| Q2 25 | $41.6M | $33.6M | ||
| Q1 25 | $37.2M | $26.3M | ||
| Q4 24 | $67.6M | $27.8M | ||
| Q3 24 | $34.6M | $20.3M | ||
| Q2 24 | $30.4M | $33.1M |
总债务BLKBFIP
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $3.8B | ||
| Q3 25 | — | $3.7B | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | $1.1B | $1.6B | ||
| Q3 24 | $1.0B | $1.5B | ||
| Q2 24 | $1.0B | $1.6B |
股东权益BLKBFIP
| Q1 26 | $34.6M | $-122.5K | ||
| Q4 25 | $85.1M | $21.3M | ||
| Q3 25 | $108.2M | $181.1M | ||
| Q2 25 | $72.7M | $375.5M | ||
| Q1 25 | $17.5M | $476.2M | ||
| Q4 24 | $126.8M | $202.7M | ||
| Q3 24 | $544.8M | $370.8M | ||
| Q2 24 | $577.5M | $394.8M |
总资产BLKBFIP
| Q1 26 | $2.1B | $5.7B | ||
| Q4 25 | $2.4B | $5.7B | ||
| Q3 25 | $2.1B | $5.5B | ||
| Q2 25 | $2.6B | $4.4B | ||
| Q1 25 | $2.1B | $4.1B | ||
| Q4 24 | $2.5B | $2.4B | ||
| Q3 24 | $2.6B | $2.4B | ||
| Q2 24 | $3.0B | $2.5B |
负债/权益比BLKBFIP
| Q1 26 | — | — | ||
| Q4 25 | 13.06× | 176.99× | ||
| Q3 25 | — | 20.59× | ||
| Q2 25 | — | 8.21× | ||
| Q1 25 | — | 5.79× | ||
| Q4 24 | 8.50× | 7.84× | ||
| Q3 24 | 1.84× | 4.14× | ||
| Q2 24 | 1.78× | 3.94× |
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 | $51.5M | $-69.4M |
| 自由现金流经营现金流 - 资本支出 | $37.0M | — |
| 自由现金流率自由现金流/营收 | 13.2% | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 1.65× | — |
| 过去12个月自由现金流最近4个季度 | $294.1M | — |
8季度趋势，按日历期对齐
经营现金流BLKBFIP
| Q1 26 | $51.5M | $-69.4M | ||
| Q4 25 | $58.0M | $-2.8M | ||
| Q3 25 | $139.2M | $-24.4M | ||
| Q2 25 | $66.9M | $-5.2M | ||
| Q1 25 | $1.4M | $-85.7M | ||
| Q4 24 | $73.6M | $-8.1M | ||
| Q3 24 | $104.0M | $14.2M | ||
| Q2 24 | $53.1M | $-17.6M |
自由现金流BLKBFIP
| Q1 26 | $37.0M | — | ||
| Q4 25 | $55.0M | $-68.6M | ||
| Q3 25 | $135.7M | $-90.7M | ||
| Q2 25 | $66.3M | $-87.5M | ||
| Q1 25 | $712.0K | $-151.7M | ||
| Q4 24 | $73.4M | $-34.3M | ||
| Q3 24 | $102.9M | $-11.7M | ||
| Q2 24 | $48.0M | $-32.1M |
自由现金流率BLKBFIP
| Q1 26 | 13.2% | — | ||
| Q4 25 | 18.6% | -47.8% | ||
| Q3 25 | 48.3% | -64.5% | ||
| Q2 25 | 23.5% | -71.6% | ||
| Q1 25 | 0.3% | -157.7% | ||
| Q4 24 | 24.3% | -42.4% | ||
| Q3 24 | 35.9% | -14.0% | ||
| Q2 24 | 16.7% | -37.9% |
资本支出强度BLKBFIP
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 45.9% | ||
| Q3 25 | 1.2% | 47.2% | ||
| Q2 25 | 0.2% | 67.3% | ||
| Q1 25 | 0.3% | 68.6% | ||
| Q4 24 | 0.1% | 32.5% | ||
| Q3 24 | 0.4% | 31.1% | ||
| Q2 24 | 1.8% | 17.2% |
现金转化率BLKBFIP
| Q1 26 | 1.65× | — | ||
| Q4 25 | 1.58× | — | ||
| Q3 25 | 2.93× | — | ||
| Q2 25 | 2.53× | — | ||
| Q1 25 | 0.32× | -0.71× | ||
| Q4 24 | — | — | ||
| Q3 24 | 5.69× | — | ||
| Q2 24 | 2.50× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
