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FTAI Infrastructure Inc.(FIP)与HAEMONETICS CORP(HAE)财务数据对比。点击上方公司名可切换其他公司
HAEMONETICS CORP的季度营收约是FTAI Infrastructure Inc.的1.8倍($346.4M vs $188.4M),HAEMONETICS CORP净利率更高(28.1% vs -79.7%,领先107.8%),FTAI Infrastructure Inc.同比增速更快(95.9% vs 4.8%),过去两年FTAI Infrastructure Inc.的营收复合增速更高(49.0% vs 1.5%)
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。
豪洛捷(Haemonetics)是全球血液与血浆供应及服务提供商,于20世纪70年代由艾伦·(杰克)·莱瑟姆博士在马萨诸塞州内蒂克创立,业务围绕血液相关产品及配套服务展开,为全球医疗领域提供血液管理相关的专业解决方案。
FIP vs HAE — 直观对比
营收规模更大
HAE
是对方的1.8倍
$188.4M
营收增速更快
FIP
高出91.1%
4.8%
净利率更高
HAE
高出107.8%
-79.7%
两年增速更快
FIP
近两年复合增速
1.5%
损益表 — Q1 FY2026 vs Q4 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $188.4M | $346.4M |
| 净利润 | $-150.2M | $97.3M |
| 毛利率 | — | 57.2% |
| 营业利润率 | — | 36.1% |
| 净利率 | -79.7% | 28.1% |
| 营收同比 | 95.9% | 4.8% |
| 净利润同比 | -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
FIP
HAE
| Q1 26 | $188.4M | $346.4M | ||
| Q4 25 | $143.5M | $339.0M | ||
| Q3 25 | $140.6M | $327.3M | ||
| Q2 25 | $122.3M | $321.4M | ||
| Q1 25 | $96.2M | $330.6M | ||
| Q4 24 | $80.8M | $348.5M | ||
| Q3 24 | $83.3M | $345.5M | ||
| Q2 24 | $84.9M | $336.2M |
净利润
FIP
HAE
| Q1 26 | $-150.2M | $97.3M | ||
| Q4 25 | $-97.7M | $44.7M | ||
| Q3 25 | $-104.5M | $38.7M | ||
| Q2 25 | $-70.0M | $34.0M | ||
| Q1 25 | $120.2M | $58.0M | ||
| Q4 24 | $-124.7M | $37.5M | ||
| Q3 24 | $-43.0M | $33.8M | ||
| Q2 24 | $-48.1M | $38.4M |
毛利率
FIP
HAE
| Q1 26 | — | 57.2% | ||
| Q4 25 | — | 59.7% | ||
| Q3 25 | — | 59.5% | ||
| Q2 25 | — | 59.8% | ||
| Q1 25 | — | 58.4% | ||
| Q4 24 | — | 55.5% | ||
| Q3 24 | — | 54.2% | ||
| Q2 24 | — | 52.0% |
营业利润率
FIP
HAE
| Q1 26 | — | 36.1% | ||
| Q4 25 | -45.7% | 19.9% | ||
| Q3 25 | -70.8% | 17.9% | ||
| Q2 25 | -56.4% | 16.8% | ||
| Q1 25 | 81.8% | 21.6% | ||
| Q4 24 | -152.7% | 16.9% | ||
| Q3 24 | -51.7% | 15.0% | ||
| Q2 24 | -56.4% | 11.8% |
净利率
FIP
HAE
| Q1 26 | -79.7% | 28.1% | ||
| Q4 25 | -68.1% | 13.2% | ||
| Q3 25 | -74.4% | 11.8% | ||
| Q2 25 | -57.2% | 10.6% | ||
| Q1 25 | 125.0% | 17.5% | ||
| Q4 24 | -154.4% | 10.8% | ||
| Q3 24 | -51.6% | 9.8% | ||
| Q2 24 | -56.7% | 11.4% |
每股收益(稀释后)
FIP
HAE
| Q1 26 | $-1.32 | — | ||
| Q4 25 | $-1.04 | $0.95 | ||
| Q3 25 | $-1.38 | $0.81 | ||
| Q2 25 | $-0.73 | $0.70 | ||
| Q1 25 | $0.89 | $1.17 | ||
| Q4 24 | $-1.21 | $0.74 | ||
| Q3 24 | $-0.45 | $0.66 | ||
| Q2 24 | $-0.52 | $0.74 |
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 | $245.4M |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | $-122.5K | $796.3M |
| 总资产 | $5.7B | $2.4B |
| 负债/权益比越低杠杆越低 | — | 1.53× |
8季度趋势,按日历期对齐
现金及短期投资
FIP
HAE
| Q1 26 | $37.9M | $245.4M | ||
| Q4 25 | $57.4M | $363.4M | ||
| Q3 25 | $34.7M | $296.4M | ||
| Q2 25 | $33.6M | $292.9M | ||
| Q1 25 | $26.3M | $306.8M | ||
| Q4 24 | $27.8M | $320.8M | ||
| Q3 24 | $20.3M | $299.3M | ||
| Q2 24 | $33.1M | $344.4M |
总债务
FIP
HAE
| Q1 26 | — | $1.2B | ||
| Q4 25 | $3.8B | $1.2B | ||
| Q3 25 | $3.7B | $1.2B | ||
| Q2 25 | $3.1B | $1.2B | ||
| Q1 25 | $2.8B | $1.2B | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.6B | — |
股东权益
FIP
HAE
| Q1 26 | $-122.5K | $796.3M | ||
| Q4 25 | $21.3M | $911.5M | ||
| Q3 25 | $181.1M | $849.2M | ||
| Q2 25 | $375.5M | $882.3M | ||
| Q1 25 | $476.2M | $820.8M | ||
| Q4 24 | $202.7M | $906.9M | ||
| Q3 24 | $370.8M | $878.9M | ||
| Q2 24 | $394.8M | $905.4M |
总资产
FIP
HAE
| Q1 26 | $5.7B | $2.4B | ||
| Q4 25 | $5.7B | $2.5B | ||
| Q3 25 | $5.5B | $2.4B | ||
| Q2 25 | $4.4B | $2.5B | ||
| Q1 25 | $4.1B | $2.5B | ||
| Q4 24 | $2.4B | $2.5B | ||
| Q3 24 | $2.4B | $2.5B | ||
| Q2 24 | $2.5B | $2.5B |
负债/权益比
FIP
HAE
| Q1 26 | — | 1.53× | ||
| Q4 25 | 176.99× | 1.34× | ||
| Q3 25 | 20.59× | 1.44× | ||
| Q2 25 | 8.21× | 1.39× | ||
| Q1 25 | 5.79× | 1.49× | ||
| 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 | $293.2M |
| 自由现金流经营现金流 - 资本支出 | — | $209.9M |
| 自由现金流率自由现金流/营收 | — | 60.6% |
| 资本支出强度资本支出/营收 | — | 9.5% |
| 现金转化率经营现金流/净利润 | — | 3.01× |
| 过去12个月自由现金流最近4个季度 | — | $417.1M |
8季度趋势,按日历期对齐
经营现金流
FIP
HAE
| Q1 26 | $-69.4M | $293.2M | ||
| Q4 25 | $-2.8M | $93.6M | ||
| Q3 25 | $-24.4M | $111.3M | ||
| Q2 25 | $-5.2M | $17.4M | ||
| Q1 25 | $-85.7M | $116.6M | ||
| Q4 24 | $-8.1M | $43.8M | ||
| Q3 24 | $14.2M | $48.8M | ||
| Q2 24 | $-17.6M | $-27.4M |
自由现金流
FIP
HAE
| Q1 26 | — | $209.9M | ||
| Q4 25 | $-68.6M | $87.2M | ||
| Q3 25 | $-90.7M | $106.3M | ||
| Q2 25 | $-87.5M | $13.6M | ||
| Q1 25 | $-151.7M | $100.9M | ||
| Q4 24 | $-34.3M | $35.2M | ||
| Q3 24 | $-11.7M | $39.4M | ||
| Q2 24 | $-32.1M | $-33.1M |
自由现金流率
FIP
HAE
| Q1 26 | — | 60.6% | ||
| Q4 25 | -47.8% | 25.7% | ||
| Q3 25 | -64.5% | 32.5% | ||
| Q2 25 | -71.6% | 4.2% | ||
| Q1 25 | -157.7% | 30.5% | ||
| Q4 24 | -42.4% | 10.1% | ||
| Q3 24 | -14.0% | 11.4% | ||
| Q2 24 | -37.9% | -9.8% |
资本支出强度
FIP
HAE
| Q1 26 | — | 9.5% | ||
| Q4 25 | 45.9% | 1.9% | ||
| Q3 25 | 47.2% | 1.5% | ||
| Q2 25 | 67.3% | 1.2% | ||
| Q1 25 | 68.6% | 4.7% | ||
| Q4 24 | 32.5% | 2.5% | ||
| Q3 24 | 31.1% | 2.7% | ||
| Q2 24 | 17.2% | 1.7% |
现金转化率
FIP
HAE
| Q1 26 | — | 3.01× | ||
| Q4 25 | — | 2.09× | ||
| Q3 25 | — | 2.88× | ||
| Q2 25 | — | 0.51× | ||
| Q1 25 | -0.71× | 2.01× | ||
| Q4 24 | — | 1.17× | ||
| Q3 24 | — | 1.44× | ||
| Q2 24 | — | -0.71× |
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
HAE
| Hospital | $159.6M | 46% |
| Plasma | $130.3M | 38% |
| Blood Center | $56.4M | 16% |