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FTAI Infrastructure Inc.（FIP）与GRID DYNAMICS HOLDINGS, INC.（GDYN）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GRID DYNAMICS HOLDINGS, INC.的1.4倍（$143.5M vs $104.1M），GRID DYNAMICS HOLDINGS, INC.净利率更高（-1.4% vs -68.1%，领先66.7%），FTAI Infrastructure Inc.同比增速更快（77.7% vs 3.7%），过去两年FTAI Infrastructure Inc.的营收复合增速更高（31.9% vs 12.0%）
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。
Escape Dynamics Inc.是一家总部位于科罗拉多州的科技企业，活跃于2010年至2015年，核心业务方向是研发可单级入轨、依靠电磁驱动的可重复使用航天飞机，并推动该项目实现商业化落地。
FIP vs GDYN — 直观对比
营收规模更大
FIP
是对方的1.4倍
$104.1M
营收增速更快
FIP
高出74.0%
3.7%
净利率更高
GDYN
高出66.7%
-68.1%
两年增速更快
FIP
近两年复合增速
12.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $143.5M | $104.1M |
| 净利润 | $-97.7M | $-1.5M |
| 毛利率 | — | 34.8% |
| 营业利润率 | -45.7% | 61.7% |
| 净利率 | -68.1% | -1.4% |
| 营收同比 | 77.7% | 3.7% |
| 净利润同比 | 21.6% | -150.6% |
| 每股收益（稀释后） | $-1.04 | $-0.02 |
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FIPGDYN
| Q1 26 | — | $104.1M | ||
| Q4 25 | $143.5M | $106.2M | ||
| Q3 25 | $140.6M | $104.2M | ||
| Q2 25 | $122.3M | $101.1M | ||
| Q1 25 | $96.2M | $100.4M | ||
| Q4 24 | $80.8M | $100.3M | ||
| Q3 24 | $83.3M | $87.4M | ||
| Q2 24 | $84.9M | $83.0M |
净利润FIPGDYN
| Q1 26 | — | $-1.5M | ||
| Q4 25 | $-97.7M | $306.0K | ||
| Q3 25 | $-104.5M | $1.2M | ||
| Q2 25 | $-70.0M | $5.3M | ||
| Q1 25 | $120.2M | $2.9M | ||
| Q4 24 | $-124.7M | $4.5M | ||
| Q3 24 | $-43.0M | $4.3M | ||
| Q2 24 | $-48.1M | $-817.0K |
毛利率FIPGDYN
| Q1 26 | — | 34.8% | ||
| Q4 25 | — | 34.0% | ||
| Q3 25 | — | 33.3% | ||
| Q2 25 | — | 34.1% | ||
| Q1 25 | — | 36.8% | ||
| Q4 24 | — | 36.9% | ||
| Q3 24 | — | 37.4% | ||
| Q2 24 | — | 35.6% |
营业利润率FIPGDYN
| Q1 26 | — | 61.7% | ||
| Q4 25 | -45.7% | 0.5% | ||
| Q3 25 | -70.8% | -0.2% | ||
| Q2 25 | -56.4% | -0.1% | ||
| Q1 25 | 81.8% | -2.0% | ||
| Q4 24 | -152.7% | 1.3% | ||
| Q3 24 | -51.7% | 2.4% | ||
| Q2 24 | -56.4% | 0.0% |
净利率FIPGDYN
| Q1 26 | — | -1.4% | ||
| Q4 25 | -68.1% | 0.3% | ||
| Q3 25 | -74.4% | 1.1% | ||
| Q2 25 | -57.2% | 5.2% | ||
| Q1 25 | 125.0% | 2.9% | ||
| Q4 24 | -154.4% | 4.5% | ||
| Q3 24 | -51.6% | 4.9% | ||
| Q2 24 | -56.7% | -1.0% |
每股收益（稀释后）FIPGDYN
| Q1 26 | — | $-0.02 | ||
| Q4 25 | $-1.04 | $0.01 | ||
| Q3 25 | $-1.38 | $0.01 | ||
| Q2 25 | $-0.73 | $0.06 | ||
| Q1 25 | $0.89 | $0.03 | ||
| Q4 24 | $-1.21 | $0.06 | ||
| Q3 24 | $-0.45 | $0.05 | ||
| Q2 24 | $-0.52 | $-0.01 |
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 | $57.4M | $327.5M |
| 总债务越低越好 | $3.8B | — |
| 股东权益账面价值 | $21.3M | $530.1M |
| 总资产 | $5.7B | $605.0M |
| 负债/权益比越低杠杆越低 | 176.99× | — |
8季度趋势，按日历期对齐
现金及短期投资FIPGDYN
| Q1 26 | — | $327.5M | ||
| Q4 25 | $57.4M | $342.1M | ||
| Q3 25 | $34.7M | $338.6M | ||
| Q2 25 | $33.6M | $336.8M | ||
| Q1 25 | $26.3M | $325.5M | ||
| Q4 24 | $27.8M | $334.7M | ||
| Q3 24 | $20.3M | $231.3M | ||
| Q2 24 | $33.1M | $256.0M |
总债务FIPGDYN
| 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FIPGDYN
| Q1 26 | — | $530.1M | ||
| Q4 25 | $21.3M | $542.1M | ||
| Q3 25 | $181.1M | $537.7M | ||
| Q2 25 | $375.5M | $532.2M | ||
| Q1 25 | $476.2M | $517.4M | ||
| Q4 24 | $202.7M | $517.8M | ||
| Q3 24 | $370.8M | $400.2M | ||
| Q2 24 | $394.8M | $388.4M |
总资产FIPGDYN
| Q1 26 | — | $605.0M | ||
| Q4 25 | $5.7B | $612.9M | ||
| Q3 25 | $5.5B | $613.2M | ||
| Q2 25 | $4.4B | $608.9M | ||
| Q1 25 | $4.1B | $590.9M | ||
| Q4 24 | $2.4B | $592.2M | ||
| Q3 24 | $2.4B | $477.3M | ||
| Q2 24 | $2.5B | $443.6M |
负债/权益比FIPGDYN
| 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 | $-2.8M | — |
| 自由现金流经营现金流 - 资本支出 | $-68.6M | — |
| 自由现金流率自由现金流/营收 | -47.8% | — |
| 资本支出强度资本支出/营收 | 45.9% | — |
| 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 | $-398.5M | — |
8季度趋势，按日历期对齐
经营现金流FIPGDYN
| Q1 26 | — | — | ||
| Q4 25 | $-2.8M | $9.9M | ||
| Q3 25 | $-24.4M | $7.0M | ||
| Q2 25 | $-5.2M | $14.4M | ||
| Q1 25 | $-85.7M | $9.4M | ||
| Q4 24 | $-8.1M | $7.1M | ||
| Q3 24 | $14.2M | $9.2M | ||
| Q2 24 | $-17.6M | $10.7M |
自由现金流FIPGDYN
| Q1 26 | — | — | ||
| Q4 25 | $-68.6M | $6.1M | ||
| Q3 25 | $-90.7M | $2.9M | ||
| Q2 25 | $-87.5M | $10.2M | ||
| Q1 25 | $-151.7M | $6.0M | ||
| Q4 24 | $-34.3M | $4.4M | ||
| Q3 24 | $-11.7M | $5.9M | ||
| Q2 24 | $-32.1M | $8.0M |
自由现金流率FIPGDYN
| Q1 26 | — | — | ||
| Q4 25 | -47.8% | 5.7% | ||
| Q3 25 | -64.5% | 2.8% | ||
| Q2 25 | -71.6% | 10.1% | ||
| Q1 25 | -157.7% | 6.0% | ||
| Q4 24 | -42.4% | 4.4% | ||
| Q3 24 | -14.0% | 6.8% | ||
| Q2 24 | -37.9% | 9.7% |
资本支出强度FIPGDYN
| Q1 26 | — | — | ||
| Q4 25 | 45.9% | 3.6% | ||
| Q3 25 | 47.2% | 3.9% | ||
| Q2 25 | 67.3% | 4.1% | ||
| Q1 25 | 68.6% | 3.3% | ||
| Q4 24 | 32.5% | 2.6% | ||
| Q3 24 | 31.1% | 3.7% | ||
| Q2 24 | 17.2% | 3.2% |
现金转化率FIPGDYN
| Q1 26 | — | — | ||
| Q4 25 | — | 32.34× | ||
| Q3 25 | — | 5.92× | ||
| Q2 25 | — | 2.73× | ||
| Q1 25 | -0.71× | 3.21× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | — | 2.15× | ||
| 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
FIP
| Power Revenues | $45.9M | 32% |
| Rail Revenue | $44.6M | 31% |
| Service Other | $22.8M | 16% |
| Gas Revenues | $15.3M | 11% |
| Roadside Services Revenues | $11.5M | 8% |
| Rapauno | $1.2M | 1% |
GDYN
暂无分部数据
