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慧与（EFSC）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.的季度营收约是慧与的1.0倍（$188.4M vs $185.2M），慧与净利率更高（26.6% vs -79.7%，领先106.4%），过去两年FTAI Infrastructure Inc.的营收复合增速更高（49.0% vs 9.0%）
慧与（Hewlett Packard Enterprise，简称HPE）是总部位于美国得克萨斯州斯普林的跨国信息技术企业，面向企业客户提供服务器、存储、网络、容器化软件及咨询支持服务，2018年位列美国《财富》500强第107位。
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。
EFSC vs FIP — 直观对比
营收规模更大
FIP
是对方的1.0倍
$185.2M
净利率更高
EFSC
高出106.4%
-79.7%
两年增速更快
FIP
近两年复合增速
9.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.2M | $188.4M |
| 净利润 | $49.4M | $-150.2M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | 26.6% | -79.7% |
| 营收同比 | — | 95.9% |
| 净利润同比 | -1.2% | -387.6% |
| 每股收益（稀释后） | $1.30 | $-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EFSCFIP
| Q1 26 | $185.2M | $188.4M | ||
| Q4 25 | $193.6M | $143.5M | ||
| Q3 25 | $206.9M | $140.6M | ||
| Q2 25 | $173.4M | $122.3M | ||
| Q1 25 | $166.0M | $96.2M | ||
| Q4 24 | $167.0M | $80.8M | ||
| Q3 24 | $164.9M | $83.3M | ||
| Q2 24 | $156.0M | $84.9M |
净利润EFSCFIP
| Q1 26 | $49.4M | $-150.2M | ||
| Q4 25 | $54.8M | $-97.7M | ||
| Q3 25 | $45.2M | $-104.5M | ||
| Q2 25 | $51.4M | $-70.0M | ||
| Q1 25 | $50.0M | $120.2M | ||
| Q4 24 | $48.8M | $-124.7M | ||
| Q3 24 | $50.6M | $-43.0M | ||
| Q2 24 | $45.4M | $-48.1M |
营业利润率EFSCFIP
| Q1 26 | — | — | ||
| Q4 25 | — | -45.7% | ||
| Q3 25 | 42.9% | -70.8% | ||
| Q2 25 | 37.0% | -56.4% | ||
| Q1 25 | 36.8% | 81.8% | ||
| Q4 24 | — | -152.7% | ||
| Q3 24 | 38.1% | -51.7% | ||
| Q2 24 | 36.7% | -56.4% |
净利率EFSCFIP
| Q1 26 | 26.6% | -79.7% | ||
| Q4 25 | 28.3% | -68.1% | ||
| Q3 25 | 21.9% | -74.4% | ||
| Q2 25 | 29.6% | -57.2% | ||
| Q1 25 | 30.1% | 125.0% | ||
| Q4 24 | 29.2% | -154.4% | ||
| Q3 24 | 30.7% | -51.6% | ||
| Q2 24 | 29.1% | -56.7% |
每股收益（稀释后）EFSCFIP
| Q1 26 | $1.30 | $-1.32 | ||
| Q4 25 | $1.45 | $-1.04 | ||
| Q3 25 | $1.19 | $-1.38 | ||
| Q2 25 | $1.36 | $-0.73 | ||
| Q1 25 | $1.31 | $0.89 | ||
| Q4 24 | $1.27 | $-1.21 | ||
| Q3 24 | $1.32 | $-0.45 | ||
| Q2 24 | $1.19 | $-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 | — | $37.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1B | $-122.5K |
| 总资产 | $17.3B | $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EFSCFIP
| Q1 26 | — | $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 | — | $33.1M |
总债务EFSCFIP
| Q1 26 | — | — | ||
| Q4 25 | — | $3.8B | ||
| Q3 25 | — | $3.7B | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.6B |
股东权益EFSCFIP
| Q1 26 | $2.1B | $-122.5K | ||
| Q4 25 | $2.0B | $21.3M | ||
| Q3 25 | $2.0B | $181.1M | ||
| Q2 25 | $1.9B | $375.5M | ||
| Q1 25 | $1.9B | $476.2M | ||
| Q4 24 | $1.8B | $202.7M | ||
| Q3 24 | $1.8B | $370.8M | ||
| Q2 24 | $1.8B | $394.8M |
总资产EFSCFIP
| Q1 26 | $17.3B | $5.7B | ||
| Q4 25 | $17.3B | $5.7B | ||
| Q3 25 | $16.4B | $5.5B | ||
| Q2 25 | $16.1B | $4.4B | ||
| Q1 25 | $15.7B | $4.1B | ||
| Q4 24 | $15.6B | $2.4B | ||
| Q3 24 | $15.0B | $2.4B | ||
| Q2 24 | $14.6B | $2.5B |
负债/权益比EFSCFIP
| 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 | — | $-69.4M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 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 | — | — |
| 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EFSCFIP
| Q1 26 | — | $-69.4M | ||
| Q4 25 | $193.5M | $-2.8M | ||
| Q3 25 | $49.4M | $-24.4M | ||
| Q2 25 | $61.3M | $-5.2M | ||
| Q1 25 | $40.0M | $-85.7M | ||
| Q4 24 | $247.4M | $-8.1M | ||
| Q3 24 | $89.0M | $14.2M | ||
| Q2 24 | $76.5M | $-17.6M |
自由现金流EFSCFIP
| Q1 26 | — | — | ||
| Q4 25 | $181.5M | $-68.6M | ||
| Q3 25 | $47.1M | $-90.7M | ||
| Q2 25 | $59.0M | $-87.5M | ||
| Q1 25 | $35.6M | $-151.7M | ||
| Q4 24 | $239.9M | $-34.3M | ||
| Q3 24 | $88.2M | $-11.7M | ||
| Q2 24 | $74.7M | $-32.1M |
自由现金流率EFSCFIP
| Q1 26 | — | — | ||
| Q4 25 | 93.8% | -47.8% | ||
| Q3 25 | 22.8% | -64.5% | ||
| Q2 25 | 34.0% | -71.6% | ||
| Q1 25 | 21.5% | -157.7% | ||
| Q4 24 | 143.7% | -42.4% | ||
| Q3 24 | 53.5% | -14.0% | ||
| Q2 24 | 47.9% | -37.9% |
资本支出强度EFSCFIP
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 45.9% | ||
| Q3 25 | 1.1% | 47.2% | ||
| Q2 25 | 1.3% | 67.3% | ||
| Q1 25 | 2.7% | 68.6% | ||
| Q4 24 | 4.5% | 32.5% | ||
| Q3 24 | 0.5% | 31.1% | ||
| Q2 24 | 1.1% | 17.2% |
现金转化率EFSCFIP
| Q1 26 | — | — | ||
| Q4 25 | 3.53× | — | ||
| Q3 25 | 1.09× | — | ||
| Q2 25 | 1.19× | — | ||
| Q1 25 | 0.80× | -0.71× | ||
| Q4 24 | 5.07× | — | ||
| Q3 24 | 1.76× | — | ||
| Q2 24 | 1.68× | — |
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
EFSC
| Net Interest Income | $166.1M | 90% |
| Noninterest Income | $19.1M | 10% |
FIP
暂无分部数据
