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GRAFTECH INTERNATIONAL LTD（EAF）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GRAFTECH INTERNATIONAL LTD的1.5倍（$188.4M vs $125.1M），GRAFTECH INTERNATIONAL LTD净利率更高（-34.6% vs -79.7%，领先45.1%），FTAI Infrastructure Inc.同比增速更快（95.9% vs 11.9%），过去两年FTAI Infrastructure Inc.的营收复合增速更高（49.0% vs -4.6%）
格瑞泰克国际有限公司是石墨电极与石油焦生产商，其产品是电弧炉炼钢及其他金属生产的核心原材料。公司总部位于俄亥俄州布鲁克林海茨，在法国加来、西班牙潘普洛纳、墨西哥蒙特雷以及美国宾夕法尼亚州圣玛丽斯均设有生产基地。
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。
EAF vs FIP — 直观对比
营收规模更大
FIP
是对方的1.5倍
$125.1M
营收增速更快
FIP
高出84.0%
11.9%
净利率更高
EAF
高出45.1%
-79.7%
两年增速更快
FIP
近两年复合增速
-4.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $125.1M | $188.4M |
| 净利润 | $-43.3M | $-150.2M |
| 毛利率 | -7.8% | — |
| 营业利润率 | — | — |
| 净利率 | -34.6% | -79.7% |
| 营收同比 | 11.9% | 95.9% |
| 净利润同比 | -10.0% | -387.6% |
| 每股收益（稀释后） | — | $-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EAFFIP
| Q1 26 | $125.1M | $188.4M | ||
| Q4 25 | $116.5M | $143.5M | ||
| Q3 25 | $144.0M | $140.6M | ||
| Q2 25 | $131.8M | $122.3M | ||
| Q1 25 | $111.8M | $96.2M | ||
| Q4 24 | $134.2M | $80.8M | ||
| Q3 24 | $130.7M | $83.3M | ||
| Q2 24 | $137.3M | $84.9M |
净利润EAFFIP
| Q1 26 | $-43.3M | $-150.2M | ||
| Q4 25 | $-65.1M | $-97.7M | ||
| Q3 25 | $-28.5M | $-104.5M | ||
| Q2 25 | $-86.9M | $-70.0M | ||
| Q1 25 | $-39.4M | $120.2M | ||
| Q4 24 | $-49.5M | $-124.7M | ||
| Q3 24 | $-36.1M | $-43.0M | ||
| Q2 24 | $-14.8M | $-48.1M |
毛利率EAFFIP
| Q1 26 | -7.8% | — | ||
| Q4 25 | -20.9% | — | ||
| Q3 25 | 7.2% | — | ||
| Q2 25 | 0.0% | — | ||
| Q1 25 | -1.5% | — | ||
| Q4 24 | -7.8% | — | ||
| Q3 24 | -9.2% | — | ||
| Q2 24 | 2.9% | — |
营业利润率EAFFIP
| Q1 26 | — | — | ||
| Q4 25 | -33.6% | -45.7% | ||
| Q3 25 | -3.6% | -70.8% | ||
| Q2 25 | -11.0% | -56.4% | ||
| Q1 25 | -16.3% | 81.8% | ||
| Q4 24 | -18.6% | -152.7% | ||
| Q3 24 | -20.1% | -51.7% | ||
| Q2 24 | -2.0% | -56.4% |
净利率EAFFIP
| Q1 26 | -34.6% | -79.7% | ||
| Q4 25 | -55.9% | -68.1% | ||
| Q3 25 | -19.8% | -74.4% | ||
| Q2 25 | -65.9% | -57.2% | ||
| Q1 25 | -35.2% | 125.0% | ||
| Q4 24 | -36.9% | -154.4% | ||
| Q3 24 | -27.6% | -51.6% | ||
| Q2 24 | -10.7% | -56.7% |
每股收益（稀释后）EAFFIP
| Q1 26 | — | $-1.32 | ||
| Q4 25 | $-6.86 | $-1.04 | ||
| Q3 25 | $-1.10 | $-1.38 | ||
| Q2 25 | $-0.34 | $-0.73 | ||
| Q1 25 | $-0.15 | $0.89 | ||
| Q4 24 | $-3.51 | $-1.21 | ||
| Q3 24 | $-1.40 | $-0.45 | ||
| Q2 24 | $-0.06 | $-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 | $120.2M | $37.9M |
| 总债务越低越好 | $1.1B | — |
| 股东权益账面价值 | — | $-122.5K |
| 总资产 | $997.2M | $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EAFFIP
| Q1 26 | $120.2M | $37.9M | ||
| Q4 25 | — | $57.4M | ||
| Q3 25 | — | $34.7M | ||
| Q2 25 | — | $33.6M | ||
| Q1 25 | — | $26.3M | ||
| Q4 24 | — | $27.8M | ||
| Q3 24 | — | $20.3M | ||
| Q2 24 | $120.7M | $33.1M |
总债务EAFFIP
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $3.8B | ||
| Q3 25 | $1.1B | $3.7B | ||
| Q2 25 | $1.1B | $3.1B | ||
| Q1 25 | $1.1B | $2.8B | ||
| Q4 24 | $1.1B | $1.6B | ||
| Q3 24 | $929.5M | $1.5B | ||
| Q2 24 | $928.2M | $1.6B |
股东权益EAFFIP
| Q1 26 | — | $-122.5K | ||
| Q4 25 | $-259.6M | $21.3M | ||
| Q3 25 | $-194.4M | $181.1M | ||
| Q2 25 | $-168.4M | $375.5M | ||
| Q1 25 | $-105.3M | $476.2M | ||
| Q4 24 | $-78.9M | $202.7M | ||
| Q3 24 | $-9.0M | $370.8M | ||
| Q2 24 | $16.2M | $394.8M |
总资产EAFFIP
| Q1 26 | $997.2M | $5.7B | ||
| Q4 25 | $1.0B | $5.7B | ||
| Q3 25 | $1.1B | $5.5B | ||
| Q2 25 | $1.1B | $4.4B | ||
| Q1 25 | $1.2B | $4.1B | ||
| Q4 24 | $1.2B | $2.4B | ||
| Q3 24 | $1.1B | $2.4B | ||
| Q2 24 | $1.2B | $2.5B |
负债/权益比EAFFIP
| 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 | 57.16× | 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 | $-14.9M | $-69.4M |
| 自由现金流经营现金流 - 资本支出 | $-27.1M | — |
| 自由现金流率自由现金流/营收 | -21.6% | — |
| 资本支出强度资本支出/营收 | 9.7% | — |
| 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 | $-105.1M | — |
8季度趋势，按日历期对齐
经营现金流EAFFIP
| Q1 26 | $-14.9M | $-69.4M | ||
| Q4 25 | $-20.9M | $-2.8M | ||
| Q3 25 | $24.7M | $-24.4M | ||
| Q2 25 | $-53.2M | $-5.2M | ||
| Q1 25 | $-32.2M | $-85.7M | ||
| Q4 24 | $-26.4M | $-8.1M | ||
| Q3 24 | $23.7M | $14.2M | ||
| Q2 24 | $-36.9M | $-17.6M |
自由现金流EAFFIP
| Q1 26 | $-27.1M | — | ||
| Q4 25 | $-39.3M | $-68.6M | ||
| Q3 25 | $18.4M | $-90.7M | ||
| Q2 25 | $-57.1M | $-87.5M | ||
| Q1 25 | $-42.5M | $-151.7M | ||
| Q4 24 | $-39.2M | $-34.3M | ||
| Q3 24 | $19.7M | $-11.7M | ||
| Q2 24 | $-43.8M | $-32.1M |
自由现金流率EAFFIP
| Q1 26 | -21.6% | — | ||
| Q4 25 | -33.7% | -47.8% | ||
| Q3 25 | 12.8% | -64.5% | ||
| Q2 25 | -43.3% | -71.6% | ||
| Q1 25 | -38.0% | -157.7% | ||
| Q4 24 | -29.2% | -42.4% | ||
| Q3 24 | 15.1% | -14.0% | ||
| Q2 24 | -31.9% | -37.9% |
资本支出强度EAFFIP
| Q1 26 | 9.7% | — | ||
| Q4 25 | 15.8% | 45.9% | ||
| Q3 25 | 4.4% | 47.2% | ||
| Q2 25 | 3.0% | 67.3% | ||
| Q1 25 | 9.2% | 68.6% | ||
| Q4 24 | 9.5% | 32.5% | ||
| Q3 24 | 3.1% | 31.1% | ||
| Q2 24 | 5.1% | 17.2% |
现金转化率EAFFIP
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| 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
