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FTAI Infrastructure Inc.（FIP）与null（JACK）财务数据对比。点击上方公司名可切换其他公司
null的季度营收约是FTAI Infrastructure Inc.的1.9倍（$349.5M vs $188.4M），null净利率更高（-0.7% vs -79.7%，领先79.0%），FTAI Infrastructure Inc.同比增速更快（95.9% vs -25.5%），过去两年FTAI Infrastructure Inc.的营收复合增速更高（49.0% vs -18.6%）
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。
杰克盒子是源自美国的连锁快餐品牌，1951年由罗伯特·O·彼得森在加利福尼亚州圣迭戈创立，总部也设于此。品牌目前拥有超过2200家门店，业务主要覆盖美国西海岸，在西海岸以外的多个大都市区域以及关岛也设有门店。2017年12月前该公司曾运营Qdoba墨西哥烧烤连锁品牌，后该品牌被阿波罗全球管理收购。
FIP vs JACK — 直观对比
营收规模更大
JACK
是对方的1.9倍
$188.4M
营收增速更快
FIP
高出121.4%
-25.5%
净利率更高
JACK
高出79.0%
-79.7%
两年增速更快
FIP
近两年复合增速
-18.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $188.4M | $349.5M |
| 净利润 | $-150.2M | $-2.5M |
| 毛利率 | — | — |
| 营业利润率 | — | 13.3% |
| 净利率 | -79.7% | -0.7% |
| 营收同比 | 95.9% | -25.5% |
| 净利润同比 | -387.6% | -107.3% |
| 每股收益（稀释后） | $-1.32 | $-0.13 |
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FIPJACK
| Q1 26 | $188.4M | $349.5M | ||
| Q4 25 | $143.5M | — | ||
| Q3 25 | $140.6M | — | ||
| Q2 25 | $122.3M | $336.7M | ||
| Q1 25 | $96.2M | $371.1M | ||
| Q4 24 | $80.8M | — | ||
| Q3 24 | $83.3M | — | ||
| Q2 24 | $84.9M | $365.3M |
净利润FIPJACK
| Q1 26 | $-150.2M | $-2.5M | ||
| Q4 25 | $-97.7M | — | ||
| Q3 25 | $-104.5M | — | ||
| Q2 25 | $-70.0M | $-142.2M | ||
| Q1 25 | $120.2M | $33.7M | ||
| Q4 24 | $-124.7M | — | ||
| Q3 24 | $-43.0M | — | ||
| Q2 24 | $-48.1M | $25.0M |
营业利润率FIPJACK
| Q1 26 | — | 13.3% | ||
| Q4 25 | -45.7% | — | ||
| Q3 25 | -70.8% | — | ||
| Q2 25 | -56.4% | -46.7% | ||
| Q1 25 | 81.8% | 19.0% | ||
| Q4 24 | -152.7% | — | ||
| Q3 24 | -51.7% | — | ||
| Q2 24 | -56.4% | 14.8% |
净利率FIPJACK
| Q1 26 | -79.7% | -0.7% | ||
| Q4 25 | -68.1% | — | ||
| Q3 25 | -74.4% | — | ||
| Q2 25 | -57.2% | -42.2% | ||
| Q1 25 | 125.0% | 9.1% | ||
| Q4 24 | -154.4% | — | ||
| Q3 24 | -51.6% | — | ||
| Q2 24 | -56.7% | 6.8% |
每股收益（稀释后）FIPJACK
| Q1 26 | $-1.32 | $-0.13 | ||
| Q4 25 | $-1.04 | — | ||
| Q3 25 | $-1.38 | — | ||
| Q2 25 | $-0.73 | $-7.47 | ||
| Q1 25 | $0.89 | $1.75 | ||
| Q4 24 | $-1.21 | — | ||
| Q3 24 | $-0.45 | — | ||
| Q2 24 | $-0.52 | $1.26 |
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 | — | $1.6B |
| 股东权益账面价值 | $-122.5K | $-936.0M |
| 总资产 | $5.7B | $2.0B |
| 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FIPJACK
| 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FIPJACK
| Q1 26 | — | $1.6B | ||
| Q4 25 | $3.8B | — | ||
| Q3 25 | $3.7B | — | ||
| Q2 25 | $3.1B | $1.7B | ||
| Q1 25 | $2.8B | $1.7B | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.5B | — | ||
| Q2 24 | $1.6B | $1.7B |
股东权益FIPJACK
| Q1 26 | $-122.5K | $-936.0M | ||
| Q4 25 | $21.3M | — | ||
| Q3 25 | $181.1M | — | ||
| Q2 25 | $375.5M | $-976.2M | ||
| Q1 25 | $476.2M | $-827.1M | ||
| Q4 24 | $202.7M | — | ||
| Q3 24 | $370.8M | — | ||
| Q2 24 | $394.8M | $-702.6M |
总资产FIPJACK
| Q1 26 | $5.7B | $2.0B | ||
| Q4 25 | $5.7B | — | ||
| Q3 25 | $5.5B | — | ||
| Q2 25 | $4.4B | $2.6B | ||
| Q1 25 | $4.1B | $2.8B | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.5B | $2.9B |
负债/权益比FIPJACK
| 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 | $30.5M |
| 自由现金流经营现金流 - 资本支出 | — | $7.3M |
| 自由现金流率自由现金流/营收 | — | 2.1% |
| 资本支出强度资本支出/营收 | — | 6.6% |
| 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 | — | $34.8M |
8季度趋势，按日历期对齐
经营现金流FIPJACK
| Q1 26 | $-69.4M | $30.5M | ||
| Q4 25 | $-2.8M | — | ||
| Q3 25 | $-24.4M | — | ||
| Q2 25 | $-5.2M | $-36.8M | ||
| Q1 25 | $-85.7M | $105.7M | ||
| Q4 24 | $-8.1M | — | ||
| Q3 24 | $14.2M | — | ||
| Q2 24 | $-17.6M | $16.7M |
自由现金流FIPJACK
| Q1 26 | — | $7.3M | ||
| Q4 25 | $-68.6M | — | ||
| Q3 25 | $-90.7M | — | ||
| Q2 25 | $-87.5M | $-63.2M | ||
| Q1 25 | $-151.7M | $84.4M | ||
| Q4 24 | $-34.3M | — | ||
| Q3 24 | $-11.7M | — | ||
| Q2 24 | $-32.1M | $6.4M |
自由现金流率FIPJACK
| Q1 26 | — | 2.1% | ||
| Q4 25 | -47.8% | — | ||
| Q3 25 | -64.5% | — | ||
| Q2 25 | -71.6% | -18.8% | ||
| Q1 25 | -157.7% | 22.7% | ||
| Q4 24 | -42.4% | — | ||
| Q3 24 | -14.0% | — | ||
| Q2 24 | -37.9% | 1.8% |
资本支出强度FIPJACK
| Q1 26 | — | 6.6% | ||
| Q4 25 | 45.9% | — | ||
| Q3 25 | 47.2% | — | ||
| Q2 25 | 67.3% | 7.9% | ||
| Q1 25 | 68.6% | 5.7% | ||
| Q4 24 | 32.5% | — | ||
| Q3 24 | 31.1% | — | ||
| Q2 24 | 17.2% | 2.8% |
现金转化率FIPJACK
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | -0.71× | 3.14× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.67× |
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
JACK
| Restaurant Sales | $131.9M | 38% |
| Franchise | $97.4M | 28% |
| Royaltyand Other | $58.9M | 17% |
| Advertising | $56.6M | 16% |
| Technology Service | $4.7M | 1% |
| Franchise Fees | $1.7M | 0% |
