vs
BillionToOne, Inc.（BLLN）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
FTAI Infrastructure Inc.的季度营收约是BillionToOne, Inc.的2.3倍（$188.4M vs $83.5M），BillionToOne, Inc.净利率更高（6.8% vs -79.7%，领先86.6%），BillionToOne, Inc.同比增速更快（117.4% vs 95.9%）
BillionToOne, Inc.是一家生命科学与分子诊断企业，专注研发高精度基因检测解决方案，核心产品包括无创产前检测、肿瘤诊断试剂及罕见病筛查服务，服务全球多地的医疗机构、患者及科研合作方。
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。
BLLN vs FIP — 直观对比
营收规模更大
FIP
是对方的2.3倍
$83.5M
营收增速更快
BLLN
高出21.5%
95.9%
净利率更高
BLLN
高出86.6%
-79.7%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $83.5M | $188.4M |
| 净利润 | $5.7M | $-150.2M |
| 毛利率 | 69.9% | — |
| 营业利润率 | 11.5% | — |
| 净利率 | 6.8% | -79.7% |
| 营收同比 | 117.4% | 95.9% |
| 净利润同比 | 138.3% | -387.6% |
| 每股收益（稀释后） | $0.10 | $-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BLLNFIP
| Q1 26 | — | $188.4M | ||
| Q4 25 | — | $143.5M | ||
| Q3 25 | $83.5M | $140.6M | ||
| Q2 25 | — | $122.3M | ||
| Q1 25 | — | $96.2M | ||
| Q4 24 | $45.1M | $80.8M | ||
| Q3 24 | $38.4M | $83.3M | ||
| Q2 24 | — | $84.9M |
净利润BLLNFIP
| Q1 26 | — | $-150.2M | ||
| Q4 25 | — | $-97.7M | ||
| Q3 25 | $5.7M | $-104.5M | ||
| Q2 25 | — | $-70.0M | ||
| Q1 25 | — | $120.2M | ||
| Q4 24 | $-11.5M | $-124.7M | ||
| Q3 24 | $-14.9M | $-43.0M | ||
| Q2 24 | — | $-48.1M |
毛利率BLLNFIP
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 69.9% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 57.1% | — | ||
| Q3 24 | 52.6% | — | ||
| Q2 24 | — | — |
营业利润率BLLNFIP
| Q1 26 | — | — | ||
| Q4 25 | — | -45.7% | ||
| Q3 25 | 11.5% | -70.8% | ||
| Q2 25 | — | -56.4% | ||
| Q1 25 | — | 81.8% | ||
| Q4 24 | 17.0% | -152.7% | ||
| Q3 24 | -32.9% | -51.7% | ||
| Q2 24 | — | -56.4% |
净利率BLLNFIP
| Q1 26 | — | -79.7% | ||
| Q4 25 | — | -68.1% | ||
| Q3 25 | 6.8% | -74.4% | ||
| Q2 25 | — | -57.2% | ||
| Q1 25 | — | 125.0% | ||
| Q4 24 | -25.5% | -154.4% | ||
| Q3 24 | -38.8% | -51.6% | ||
| Q2 24 | — | -56.7% |
每股收益（稀释后）BLLNFIP
| Q1 26 | — | $-1.32 | ||
| Q4 25 | — | $-1.04 | ||
| Q3 25 | $0.10 | $-1.38 | ||
| Q2 25 | — | $-0.73 | ||
| Q1 25 | — | $0.89 | ||
| Q4 24 | $-1.13 | $-1.21 | ||
| Q3 24 | $-1.47 | $-0.45 | ||
| Q2 24 | — | $-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 | $195.2M | $37.9M |
| 总债务越低越好 | $55.0M | — |
| 股东权益账面价值 | $-239.5M | $-122.5K |
| 总资产 | $327.5M | $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BLLNFIP
| Q1 26 | — | $37.9M | ||
| Q4 25 | — | $57.4M | ||
| Q3 25 | $195.2M | $34.7M | ||
| Q2 25 | — | $33.6M | ||
| Q1 25 | — | $26.3M | ||
| Q4 24 | $191.5M | $27.8M | ||
| Q3 24 | — | $20.3M | ||
| Q2 24 | — | $33.1M |
总债务BLLNFIP
| Q1 26 | — | — | ||
| Q4 25 | — | $3.8B | ||
| Q3 25 | $55.0M | $3.7B | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | $51.5M | $1.6B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.6B |
股东权益BLLNFIP
| Q1 26 | — | $-122.5K | ||
| Q4 25 | — | $21.3M | ||
| Q3 25 | $-239.5M | $181.1M | ||
| Q2 25 | — | $375.5M | ||
| Q1 25 | — | $476.2M | ||
| Q4 24 | $-251.7M | $202.7M | ||
| Q3 24 | $-242.9M | $370.8M | ||
| Q2 24 | — | $394.8M |
总资产BLLNFIP
| Q1 26 | — | $5.7B | ||
| Q4 25 | — | $5.7B | ||
| Q3 25 | $327.5M | $5.5B | ||
| Q2 25 | — | $4.4B | ||
| Q1 25 | — | $4.1B | ||
| Q4 24 | $302.1M | $2.4B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | — | $2.5B |
负债/权益比BLLNFIP
| Q1 26 | — | — | ||
| Q4 25 | — | 176.99× | ||
| Q3 25 | — | 20.59× | ||
| Q2 25 | — | 8.21× | ||
| Q1 25 | — | 5.79× | ||
| Q4 24 | — | 7.84× | ||
| Q3 24 | — | 4.14× | ||
| Q2 24 | — | 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 | $13.8M | $-69.4M |
| 自由现金流经营现金流 - 资本支出 | $6.5M | — |
| 自由现金流率自由现金流/营收 | 7.7% | — |
| 资本支出强度资本支出/营收 | 8.8% | — |
| 现金转化率经营现金流/净利润 | 2.42× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流BLLNFIP
| Q1 26 | — | $-69.4M | ||
| Q4 25 | — | $-2.8M | ||
| Q3 25 | $13.8M | $-24.4M | ||
| Q2 25 | — | $-5.2M | ||
| Q1 25 | — | $-85.7M | ||
| Q4 24 | — | $-8.1M | ||
| Q3 24 | — | $14.2M | ||
| Q2 24 | — | $-17.6M |
自由现金流BLLNFIP
| Q1 26 | — | — | ||
| Q4 25 | — | $-68.6M | ||
| Q3 25 | $6.5M | $-90.7M | ||
| Q2 25 | — | $-87.5M | ||
| Q1 25 | — | $-151.7M | ||
| Q4 24 | — | $-34.3M | ||
| Q3 24 | — | $-11.7M | ||
| Q2 24 | — | $-32.1M |
自由现金流率BLLNFIP
| Q1 26 | — | — | ||
| Q4 25 | — | -47.8% | ||
| Q3 25 | 7.7% | -64.5% | ||
| Q2 25 | — | -71.6% | ||
| Q1 25 | — | -157.7% | ||
| Q4 24 | — | -42.4% | ||
| Q3 24 | — | -14.0% | ||
| Q2 24 | — | -37.9% |
资本支出强度BLLNFIP
| Q1 26 | — | — | ||
| Q4 25 | — | 45.9% | ||
| Q3 25 | 8.8% | 47.2% | ||
| Q2 25 | — | 67.3% | ||
| Q1 25 | — | 68.6% | ||
| Q4 24 | — | 32.5% | ||
| Q3 24 | — | 31.1% | ||
| Q2 24 | — | 17.2% |
现金转化率BLLNFIP
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.42× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -0.71× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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
BLLN
| Prenatal | $74.1M | 89% |
| Oncology | $8.7M | 10% |
FIP
暂无分部数据
