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COUSINS PROPERTIES INC（CUZ）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
COUSINS PROPERTIES INC的季度营收约是FTAI Infrastructure Inc.的1.4倍（$255.0M vs $188.4M），COUSINS PROPERTIES INC净利率更高（-1.4% vs -79.7%，领先78.4%），FTAI Infrastructure Inc.同比增速更快（95.9% vs 13.2%），过去两年FTAI Infrastructure Inc.的营收复合增速更高（49.0% vs 10.4%）
Cousins Properties是一家公开上市的房地产投资信托（REIT），专注于亚特兰大、夏洛特、奥斯汀、菲尼克斯、坦帕及北卡罗来纳州教堂山的写字楼资产投资。公司曾开发多个知名地标项目，包括亚特兰大的CNN中心、奥姆尼体育馆、桃树中心191号大厦以及埃默里角商业综合体。
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。
CUZ vs FIP — 直观对比
营收规模更大
CUZ
是对方的1.4倍
$188.4M
营收增速更快
FIP
高出82.7%
13.2%
净利率更高
CUZ
高出78.4%
-79.7%
两年增速更快
FIP
近两年复合增速
10.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $255.0M | $188.4M |
| 净利润 | $-3.5M | $-150.2M |
| 毛利率 | 67.4% | — |
| 营业利润率 | 67.5% | — |
| 净利率 | -1.4% | -79.7% |
| 营收同比 | 13.2% | 95.9% |
| 净利润同比 | -125.4% | -387.6% |
| 每股收益（稀释后） | $-0.02 | $-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CUZFIP
| Q1 26 | — | $188.4M | ||
| Q4 25 | $255.0M | $143.5M | ||
| Q3 25 | $248.3M | $140.6M | ||
| Q2 25 | $240.1M | $122.3M | ||
| Q1 25 | $250.3M | $96.2M | ||
| Q4 24 | $225.3M | $80.8M | ||
| Q3 24 | $209.2M | $83.3M | ||
| Q2 24 | $213.0M | $84.9M |
净利润CUZFIP
| Q1 26 | — | $-150.2M | ||
| Q4 25 | $-3.5M | $-97.7M | ||
| Q3 25 | $8.6M | $-104.5M | ||
| Q2 25 | $14.5M | $-70.0M | ||
| Q1 25 | $20.9M | $120.2M | ||
| Q4 24 | $13.6M | $-124.7M | ||
| Q3 24 | $11.2M | $-43.0M | ||
| Q2 24 | $7.8M | $-48.1M |
毛利率CUZFIP
| Q1 26 | — | — | ||
| Q4 25 | 67.4% | — | ||
| Q3 25 | 67.8% | — | ||
| Q2 25 | 69.1% | — | ||
| Q1 25 | 69.2% | — | ||
| Q4 24 | 67.6% | — | ||
| Q3 24 | 68.5% | — | ||
| Q2 24 | 66.8% | — |
营业利润率CUZFIP
| Q1 26 | — | — | ||
| Q4 25 | 67.5% | -45.7% | ||
| Q3 25 | 68.1% | -70.8% | ||
| Q2 25 | 69.4% | -56.4% | ||
| Q1 25 | 66.0% | 81.8% | ||
| Q4 24 | 65.8% | -152.7% | ||
| Q3 24 | 67.9% | -51.7% | ||
| Q2 24 | 66.4% | -56.4% |
净利率CUZFIP
| Q1 26 | — | -79.7% | ||
| Q4 25 | -1.4% | -68.1% | ||
| Q3 25 | 3.5% | -74.4% | ||
| Q2 25 | 6.0% | -57.2% | ||
| Q1 25 | 8.3% | 125.0% | ||
| Q4 24 | 6.1% | -154.4% | ||
| Q3 24 | 5.4% | -51.6% | ||
| Q2 24 | 3.7% | -56.7% |
每股收益（稀释后）CUZFIP
| Q1 26 | — | $-1.32 | ||
| Q4 25 | $-0.02 | $-1.04 | ||
| Q3 25 | $0.05 | $-1.38 | ||
| Q2 25 | $0.09 | $-0.73 | ||
| Q1 25 | $0.12 | $0.89 | ||
| Q4 24 | $0.09 | $-1.21 | ||
| Q3 24 | $0.07 | $-0.45 | ||
| Q2 24 | $0.05 | $-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 | $5.7M | $37.9M |
| 总债务越低越好 | $3.3B | — |
| 股东权益账面价值 | $4.7B | $-122.5K |
| 总资产 | $8.9B | $5.7B |
| 负债/权益比越低杠杆越低 | 0.71× | — |
8季度趋势，按日历期对齐
现金及短期投资CUZFIP
| Q1 26 | — | $37.9M | ||
| Q4 25 | $5.7M | $57.4M | ||
| Q3 25 | $4.7M | $34.7M | ||
| Q2 25 | $416.8M | $33.6M | ||
| Q1 25 | $5.3M | $26.3M | ||
| Q4 24 | $7.3M | $27.8M | ||
| Q3 24 | $76.1M | $20.3M | ||
| Q2 24 | $6.0M | $33.1M |
总债务CUZFIP
| Q1 26 | — | — | ||
| Q4 25 | $3.3B | $3.8B | ||
| Q3 25 | $3.3B | $3.7B | ||
| Q2 25 | $3.5B | $3.1B | ||
| Q1 25 | $3.0B | $2.8B | ||
| Q4 24 | $3.1B | $1.6B | ||
| Q3 24 | $2.7B | $1.5B | ||
| Q2 24 | $2.6B | $1.6B |
股东权益CUZFIP
| Q1 26 | — | $-122.5K | ||
| Q4 25 | $4.7B | $21.3M | ||
| Q3 25 | $4.7B | $181.1M | ||
| Q2 25 | $4.8B | $375.5M | ||
| Q1 25 | $4.8B | $476.2M | ||
| Q4 24 | $4.8B | $202.7M | ||
| Q3 24 | $4.4B | $370.8M | ||
| Q2 24 | $4.5B | $394.8M |
总资产CUZFIP
| Q1 26 | — | $5.7B | ||
| Q4 25 | $8.9B | $5.7B | ||
| Q3 25 | $8.9B | $5.5B | ||
| Q2 25 | $9.1B | $4.4B | ||
| Q1 25 | $8.7B | $4.1B | ||
| Q4 24 | $8.8B | $2.4B | ||
| Q3 24 | $7.8B | $2.4B | ||
| Q2 24 | $7.7B | $2.5B |
负债/权益比CUZFIP
| Q1 26 | — | — | ||
| Q4 25 | 0.71× | 176.99× | ||
| Q3 25 | 0.70× | 20.59× | ||
| Q2 25 | 0.73× | 8.21× | ||
| Q1 25 | 0.63× | 5.79× | ||
| Q4 24 | 0.64× | 7.84× | ||
| Q3 24 | 0.60× | 4.14× | ||
| Q2 24 | 0.58× | 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 | $402.3M | $-69.4M |
| 自由现金流经营现金流 - 资本支出 | $135.0M | — |
| 自由现金流率自由现金流/营收 | 53.0% | — |
| 资本支出强度资本支出/营收 | 104.8% | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流CUZFIP
| Q1 26 | — | $-69.4M | ||
| Q4 25 | $402.3M | $-2.8M | ||
| Q3 25 | $120.5M | $-24.4M | ||
| Q2 25 | $122.6M | $-5.2M | ||
| Q1 25 | $44.8M | $-85.7M | ||
| Q4 24 | $400.2M | $-8.1M | ||
| Q3 24 | $117.4M | $14.2M | ||
| Q2 24 | $125.5M | $-17.6M |
自由现金流CUZFIP
| Q1 26 | — | — | ||
| Q4 25 | $135.0M | $-68.6M | ||
| Q3 25 | — | $-90.7M | ||
| Q2 25 | — | $-87.5M | ||
| Q1 25 | — | $-151.7M | ||
| Q4 24 | $147.5M | $-34.3M | ||
| Q3 24 | — | $-11.7M | ||
| Q2 24 | — | $-32.1M |
自由现金流率CUZFIP
| Q1 26 | — | — | ||
| Q4 25 | 53.0% | -47.8% | ||
| Q3 25 | — | -64.5% | ||
| Q2 25 | — | -71.6% | ||
| Q1 25 | — | -157.7% | ||
| Q4 24 | 65.5% | -42.4% | ||
| Q3 24 | — | -14.0% | ||
| Q2 24 | — | -37.9% |
资本支出强度CUZFIP
| Q1 26 | — | — | ||
| Q4 25 | 104.8% | 45.9% | ||
| Q3 25 | — | 47.2% | ||
| Q2 25 | — | 67.3% | ||
| Q1 25 | — | 68.6% | ||
| Q4 24 | 112.2% | 32.5% | ||
| Q3 24 | — | 31.1% | ||
| Q2 24 | — | 17.2% |
现金转化率CUZFIP
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 14.03× | — | ||
| Q2 25 | 8.46× | — | ||
| Q1 25 | 2.14× | -0.71× | ||
| Q4 24 | 29.35× | — | ||
| Q3 24 | 10.48× | — | ||
| Q2 24 | 16.01× | — |
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
CUZ
| Rental Properties | $253.3M | 99% |
| Fee And Other Revenue | $1.7M | 1% |
| Other | $1.2M | 0% |
FIP
暂无分部数据
