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FTAI Infrastructure Inc.（FIP）与GREENLIGHT CAPITAL RE, LTD.（GLRE）财务数据对比。点击上方公司名可切换其他公司
GREENLIGHT CAPITAL RE, LTD.的季度营收约是FTAI Infrastructure Inc.的1.1倍（$210.3M vs $188.4M），GREENLIGHT CAPITAL RE, LTD.净利率更高（23.4% vs -79.7%，领先103.2%），FTAI Infrastructure Inc.同比增速更快（95.9% vs 48.3%），过去两年FTAI Infrastructure Inc.的营收复合增速更高（49.0% vs 4.8%）
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。
绿光资本再保险有限公司关联的绿光资本是1996年由大卫·艾因霍恩创立的美国对冲基金，主要投资北美公开交易的企业债务产品与股票，因2008年雷曼兄弟破产前做空其股票、2012年1月在英国因内幕交易被罚1100万美元而受到市场关注，艾因霍恩至今仍担任该基金管理人。
FIP vs GLRE — 直观对比
营收规模更大
GLRE
是对方的1.1倍
$188.4M
营收增速更快
FIP
高出47.6%
48.3%
净利率更高
GLRE
高出103.2%
-79.7%
两年增速更快
FIP
近两年复合增速
4.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $188.4M | $210.3M |
| 净利润 | $-150.2M | $49.3M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | -79.7% | 23.4% |
| 营收同比 | 95.9% | 48.3% |
| 净利润同比 | -387.6% | 279.7% |
| 每股收益（稀释后） | $-1.32 | $1.43 |
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FIPGLRE
| Q1 26 | $188.4M | — | ||
| Q4 25 | $143.5M | $210.3M | ||
| Q3 25 | $140.6M | $146.1M | ||
| Q2 25 | $122.3M | $160.1M | ||
| Q1 25 | $96.2M | $213.3M | ||
| Q4 24 | $80.8M | $141.8M | ||
| Q3 24 | $83.3M | $188.0M | ||
| Q2 24 | $84.9M | $174.9M |
净利润FIPGLRE
| Q1 26 | $-150.2M | — | ||
| Q4 25 | $-97.7M | $49.3M | ||
| Q3 25 | $-104.5M | $-4.4M | ||
| Q2 25 | $-70.0M | $329.0K | ||
| Q1 25 | $120.2M | $29.6M | ||
| Q4 24 | $-124.7M | $-27.4M | ||
| Q3 24 | $-43.0M | $35.2M | ||
| Q2 24 | $-48.1M | $8.0M |
营业利润率FIPGLRE
| Q1 26 | — | — | ||
| Q4 25 | -45.7% | — | ||
| Q3 25 | -70.8% | — | ||
| Q2 25 | -56.4% | — | ||
| Q1 25 | 81.8% | — | ||
| Q4 24 | -152.7% | — | ||
| Q3 24 | -51.7% | — | ||
| Q2 24 | -56.4% | — |
净利率FIPGLRE
| Q1 26 | -79.7% | — | ||
| Q4 25 | -68.1% | 23.4% | ||
| Q3 25 | -74.4% | -3.0% | ||
| Q2 25 | -57.2% | 0.2% | ||
| Q1 25 | 125.0% | 13.9% | ||
| Q4 24 | -154.4% | -19.3% | ||
| Q3 24 | -51.6% | 18.7% | ||
| Q2 24 | -56.7% | 4.6% |
每股收益（稀释后）FIPGLRE
| Q1 26 | $-1.32 | — | ||
| Q4 25 | $-1.04 | $1.43 | ||
| Q3 25 | $-1.38 | $-0.13 | ||
| Q2 25 | $-0.73 | $0.01 | ||
| Q1 25 | $0.89 | $0.86 | ||
| Q4 24 | $-1.21 | $-0.78 | ||
| Q3 24 | $-0.45 | $1.01 | ||
| Q2 24 | $-0.52 | $0.23 |
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 | $111.8M |
| 总债务越低越好 | — | $4.7M |
| 股东权益账面价值 | $-122.5K | $708.0M |
| 总资产 | $5.7B | $2.2B |
| 负债/权益比越低杠杆越低 | — | 0.01× |
8季度趋势，按日历期对齐
现金及短期投资FIPGLRE
| Q1 26 | $37.9M | — | ||
| Q4 25 | $57.4M | $111.8M | ||
| Q3 25 | $34.7M | $68.8M | ||
| Q2 25 | $33.6M | $82.4M | ||
| Q1 25 | $26.3M | $47.5M | ||
| Q4 24 | $27.8M | $64.7M | ||
| Q3 24 | $20.3M | $54.6M | ||
| Q2 24 | $33.1M | $52.2M |
总债务FIPGLRE
| Q1 26 | — | — | ||
| Q4 25 | $3.8B | $4.7M | ||
| Q3 25 | $3.7B | $34.7M | ||
| Q2 25 | $3.1B | $58.9M | ||
| Q1 25 | $2.8B | $59.8M | ||
| Q4 24 | $1.6B | $60.7M | ||
| Q3 24 | $1.5B | $62.6M | ||
| Q2 24 | $1.6B | $61.6M |
股东权益FIPGLRE
| Q1 26 | $-122.5K | — | ||
| Q4 25 | $21.3M | $708.0M | ||
| Q3 25 | $181.1M | $658.9M | ||
| Q2 25 | $375.5M | $663.3M | ||
| Q1 25 | $476.2M | $666.8M | ||
| Q4 24 | $202.7M | $635.9M | ||
| Q3 24 | $370.8M | $663.4M | ||
| Q2 24 | $394.8M | $634.0M |
总资产FIPGLRE
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.7B | $2.2B | ||
| Q3 25 | $5.5B | $2.1B | ||
| Q2 25 | $4.4B | $2.2B | ||
| Q1 25 | $4.1B | $2.2B | ||
| Q4 24 | $2.4B | $2.0B | ||
| Q3 24 | $2.4B | $2.0B | ||
| Q2 24 | $2.5B | $1.9B |
负债/权益比FIPGLRE
| Q1 26 | — | — | ||
| Q4 25 | 176.99× | 0.01× | ||
| Q3 25 | 20.59× | 0.05× | ||
| Q2 25 | 8.21× | 0.09× | ||
| Q1 25 | 5.79× | 0.09× | ||
| Q4 24 | 7.84× | 0.10× | ||
| Q3 24 | 4.14× | 0.09× | ||
| Q2 24 | 3.94× | 0.10× |
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 | $100.2M |
| 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 | — | 2.03× |
| 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FIPGLRE
| Q1 26 | $-69.4M | — | ||
| Q4 25 | $-2.8M | $100.2M | ||
| Q3 25 | $-24.4M | $31.2M | ||
| Q2 25 | $-5.2M | $68.4M | ||
| Q1 25 | $-85.7M | $10.4M | ||
| Q4 24 | $-8.1M | $29.5M | ||
| Q3 24 | $14.2M | $41.3M | ||
| Q2 24 | $-17.6M | $22.7M |
自由现金流FIPGLRE
| Q1 26 | — | — | ||
| Q4 25 | $-68.6M | — | ||
| Q3 25 | $-90.7M | — | ||
| Q2 25 | $-87.5M | — | ||
| Q1 25 | $-151.7M | — | ||
| Q4 24 | $-34.3M | — | ||
| Q3 24 | $-11.7M | — | ||
| Q2 24 | $-32.1M | — |
自由现金流率FIPGLRE
| Q1 26 | — | — | ||
| Q4 25 | -47.8% | — | ||
| Q3 25 | -64.5% | — | ||
| Q2 25 | -71.6% | — | ||
| Q1 25 | -157.7% | — | ||
| Q4 24 | -42.4% | — | ||
| Q3 24 | -14.0% | — | ||
| Q2 24 | -37.9% | — |
资本支出强度FIPGLRE
| Q1 26 | — | — | ||
| Q4 25 | 45.9% | — | ||
| Q3 25 | 47.2% | — | ||
| Q2 25 | 67.3% | — | ||
| Q1 25 | 68.6% | — | ||
| Q4 24 | 32.5% | — | ||
| Q3 24 | 31.1% | — | ||
| Q2 24 | 17.2% | — |
现金转化率FIPGLRE
| Q1 26 | — | — | ||
| Q4 25 | — | 2.03× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 208.02× | ||
| Q1 25 | -0.71× | 0.35× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.17× | ||
| Q2 24 | — | 2.85× |
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
暂无分部数据
GLRE
| Other | $124.7M | 59% |
| Innovations | $85.6M | 41% |
