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FTAI Infrastructure Inc.（FIP）与GLAUKOS Corp（GKOS）财务数据对比。点击上方公司名可切换其他公司
GLAUKOS Corp的季度营收约是FTAI Infrastructure Inc.的1.0倍（$150.6M vs $143.5M），GLAUKOS Corp净利率更高（6.2% vs -68.1%，领先74.3%），FTAI Infrastructure Inc.同比增速更快（77.7% vs 41.2%），过去两年FTAI Infrastructure Inc.的营收复合增速更高（31.9% vs 25.4%）
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。
Glaukos Corp是一家专注于眼科领域的医疗科技企业，开发并商业化用于治疗青光眼、角膜疾病等眼部病症的微创手术器械、处方药物及消费级产品，主要市场覆盖北美、欧洲及亚太地区，为全球医院、眼科诊所及患者提供服务。
FIP vs GKOS — 直观对比
营收规模更大
GKOS
是对方的1.0倍
$143.5M
营收增速更快
FIP
高出36.5%
41.2%
净利率更高
GKOS
高出74.3%
-68.1%
两年增速更快
FIP
近两年复合增速
25.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $143.5M | $150.6M |
| 净利润 | $-97.7M | $9.4M |
| 毛利率 | — | 77.9% |
| 营业利润率 | -45.7% | 9.0% |
| 净利率 | -68.1% | 6.2% |
| 营收同比 | 77.7% | 41.2% |
| 净利润同比 | 21.6% | — |
| 每股收益（稀释后） | $-1.04 | — |
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FIPGKOS
| Q1 26 | — | $150.6M | ||
| Q4 25 | $143.5M | $143.1M | ||
| Q3 25 | $140.6M | $133.5M | ||
| Q2 25 | $122.3M | $124.1M | ||
| Q1 25 | $96.2M | $106.7M | ||
| Q4 24 | $80.8M | $105.5M | ||
| Q3 24 | $83.3M | $96.7M | ||
| Q2 24 | $84.9M | $95.7M |
净利润FIPGKOS
| Q1 26 | — | $9.4M | ||
| Q4 25 | $-97.7M | $-133.7M | ||
| Q3 25 | $-104.5M | $-16.2M | ||
| Q2 25 | $-70.0M | $-19.7M | ||
| Q1 25 | $120.2M | $-18.1M | ||
| Q4 24 | $-124.7M | $-33.6M | ||
| Q3 24 | $-43.0M | $-21.4M | ||
| Q2 24 | $-48.1M | $-50.5M |
毛利率FIPGKOS
| Q1 26 | — | 77.9% | ||
| Q4 25 | — | -1.1% | ||
| Q3 25 | — | 78.4% | ||
| Q2 25 | — | 78.3% | ||
| Q1 25 | — | 77.2% | ||
| Q4 24 | — | 72.9% | ||
| Q3 24 | — | 76.6% | ||
| Q2 24 | — | 76.4% |
营业利润率FIPGKOS
| Q1 26 | — | 9.0% | ||
| Q4 25 | -45.7% | -97.7% | ||
| Q3 25 | -70.8% | -12.3% | ||
| Q2 25 | -56.4% | -18.3% | ||
| Q1 25 | 81.8% | -19.4% | ||
| Q4 24 | -152.7% | -27.2% | ||
| Q3 24 | -51.7% | -25.5% | ||
| Q2 24 | -56.4% | -31.3% |
净利率FIPGKOS
| Q1 26 | — | 6.2% | ||
| Q4 25 | -68.1% | -93.4% | ||
| Q3 25 | -74.4% | -12.2% | ||
| Q2 25 | -57.2% | -15.8% | ||
| Q1 25 | 125.0% | -17.0% | ||
| Q4 24 | -154.4% | -31.8% | ||
| Q3 24 | -51.6% | -22.1% | ||
| Q2 24 | -56.7% | -52.8% |
每股收益（稀释后）FIPGKOS
| Q1 26 | — | — | ||
| Q4 25 | $-1.04 | $-2.34 | ||
| Q3 25 | $-1.38 | $-0.28 | ||
| Q2 25 | $-0.73 | $-0.34 | ||
| Q1 25 | $0.89 | $-0.32 | ||
| Q4 24 | $-1.21 | $-0.56 | ||
| Q3 24 | $-0.45 | $-0.39 | ||
| Q2 24 | $-0.52 | $-1.00 |
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 | $276.7M |
| 总债务越低越好 | $3.8B | — |
| 股东权益账面价值 | $21.3M | $670.9M |
| 总资产 | $5.7B | $893.3M |
| 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FIPGKOS
| Q1 26 | — | $276.7M | ||
| Q4 25 | $57.4M | $90.8M | ||
| Q3 25 | $34.7M | $98.2M | ||
| Q2 25 | $33.6M | $100.8M | ||
| Q1 25 | $26.3M | $114.3M | ||
| Q4 24 | $27.8M | $169.6M | ||
| Q3 24 | $20.3M | $100.1M | ||
| Q2 24 | $33.1M | $68.1M |
总债务FIPGKOS
| 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FIPGKOS
| Q1 26 | — | $670.9M | ||
| Q4 25 | $21.3M | $656.2M | ||
| Q3 25 | $181.1M | $769.5M | ||
| Q2 25 | $375.5M | $765.1M | ||
| Q1 25 | $476.2M | $764.0M | ||
| Q4 24 | $202.7M | $766.9M | ||
| Q3 24 | $370.8M | $668.5M | ||
| Q2 24 | $394.8M | $665.2M |
总资产FIPGKOS
| Q1 26 | — | $893.3M | ||
| Q4 25 | $5.7B | $893.5M | ||
| Q3 25 | $5.5B | $999.4M | ||
| Q2 25 | $4.4B | $987.0M | ||
| Q1 25 | $4.1B | $966.2M | ||
| Q4 24 | $2.4B | $974.8M | ||
| Q3 24 | $2.4B | $926.5M | ||
| Q2 24 | $2.5B | $919.7M |
负债/权益比FIPGKOS
| 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FIPGKOS
| Q1 26 | — | — | ||
| Q4 25 | $-2.8M | $6.8M | ||
| Q3 25 | $-24.4M | $-10.1M | ||
| Q2 25 | $-5.2M | $7.0M | ||
| Q1 25 | $-85.7M | $-18.5M | ||
| Q4 24 | $-8.1M | $507.0K | ||
| Q3 24 | $14.2M | $-9.6M | ||
| Q2 24 | $-17.6M | $-18.4M |
自由现金流FIPGKOS
| Q1 26 | — | — | ||
| Q4 25 | $-68.6M | $3.9M | ||
| Q3 25 | $-90.7M | $-11.7M | ||
| Q2 25 | $-87.5M | $5.8M | ||
| Q1 25 | $-151.7M | $-20.5M | ||
| Q4 24 | $-34.3M | $-1.2M | ||
| Q3 24 | $-11.7M | $-11.0M | ||
| Q2 24 | $-32.1M | $-20.5M |
自由现金流率FIPGKOS
| Q1 26 | — | — | ||
| Q4 25 | -47.8% | 2.7% | ||
| Q3 25 | -64.5% | -8.8% | ||
| Q2 25 | -71.6% | 4.7% | ||
| Q1 25 | -157.7% | -19.2% | ||
| Q4 24 | -42.4% | -1.2% | ||
| Q3 24 | -14.0% | -11.4% | ||
| Q2 24 | -37.9% | -21.4% |
资本支出强度FIPGKOS
| Q1 26 | — | — | ||
| Q4 25 | 45.9% | 2.0% | ||
| Q3 25 | 47.2% | 1.2% | ||
| Q2 25 | 67.3% | 0.9% | ||
| Q1 25 | 68.6% | 1.8% | ||
| Q4 24 | 32.5% | 1.6% | ||
| Q3 24 | 31.1% | 1.5% | ||
| Q2 24 | 17.2% | 2.2% |
现金转化率FIPGKOS
| 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
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% |
GKOS
暂无分部数据
