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FTAI Infrastructure Inc.（FIP）与Kodiak Gas Services, Inc.（KGS）财务数据对比。点击上方公司名可切换其他公司
Kodiak Gas Services, Inc.的季度营收约是FTAI Infrastructure Inc.的1.8倍（$332.9M vs $188.4M），Kodiak Gas Services, Inc.净利率更高（7.4% vs -79.7%，领先87.1%），FTAI Infrastructure Inc.同比增速更快（95.9% vs 7.5%），过去两年FTAI Infrastructure Inc.的营收复合增速更高（49.0% vs 24.3%）
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。
Kodiak Gas Services是北美知名的天然气压缩服务供应商，主要服务油气行业上下游客户，提供定制化压缩设备、运维及运营支持，帮助客户优化陆上天然气收集、处理与运输全流程的运营效率。
FIP vs KGS — 直观对比
营收规模更大
KGS
是对方的1.8倍
$188.4M
营收增速更快
FIP
高出88.3%
7.5%
净利率更高
KGS
高出87.1%
-79.7%
两年增速更快
FIP
近两年复合增速
24.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $188.4M | $332.9M |
| 净利润 | $-150.2M | $24.6M |
| 毛利率 | — | — |
| 营业利润率 | — | 26.1% |
| 净利率 | -79.7% | 7.4% |
| 营收同比 | 95.9% | 7.5% |
| 净利润同比 | -387.6% | 29.0% |
| 每股收益（稀释后） | $-1.32 | $0.30 |
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FIPKGS
| Q1 26 | $188.4M | — | ||
| Q4 25 | $143.5M | $332.9M | ||
| Q3 25 | $140.6M | $322.7M | ||
| Q2 25 | $122.3M | $322.8M | ||
| Q1 25 | $96.2M | $329.6M | ||
| Q4 24 | $80.8M | $309.5M | ||
| Q3 24 | $83.3M | $324.6M | ||
| Q2 24 | $84.9M | $309.7M |
净利润FIPKGS
| Q1 26 | $-150.2M | — | ||
| Q4 25 | $-97.7M | $24.6M | ||
| Q3 25 | $-104.5M | $-14.0M | ||
| Q2 25 | $-70.0M | $39.5M | ||
| Q1 25 | $120.2M | $30.4M | ||
| Q4 24 | $-124.7M | $19.1M | ||
| Q3 24 | $-43.0M | $-5.6M | ||
| Q2 24 | $-48.1M | $6.2M |
毛利率FIPKGS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 37.5% | ||
| Q2 24 | — | 36.5% |
营业利润率FIPKGS
| Q1 26 | — | — | ||
| Q4 25 | -45.7% | 26.1% | ||
| Q3 25 | -70.8% | 19.9% | ||
| Q2 25 | -56.4% | 30.9% | ||
| Q1 25 | 81.8% | 27.1% | ||
| Q4 24 | -152.7% | 22.3% | ||
| Q3 24 | -51.7% | 20.4% | ||
| Q2 24 | -56.4% | 17.5% |
净利率FIPKGS
| Q1 26 | -79.7% | — | ||
| Q4 25 | -68.1% | 7.4% | ||
| Q3 25 | -74.4% | -4.3% | ||
| Q2 25 | -57.2% | 12.2% | ||
| Q1 25 | 125.0% | 9.2% | ||
| Q4 24 | -154.4% | 6.2% | ||
| Q3 24 | -51.6% | -1.7% | ||
| Q2 24 | -56.7% | 2.0% |
每股收益（稀释后）FIPKGS
| Q1 26 | $-1.32 | — | ||
| Q4 25 | $-1.04 | $0.30 | ||
| Q3 25 | $-1.38 | $-0.17 | ||
| Q2 25 | $-0.73 | $0.43 | ||
| Q1 25 | $0.89 | $0.33 | ||
| Q4 24 | $-1.21 | $0.18 | ||
| Q3 24 | $-0.45 | $-0.07 | ||
| Q2 24 | $-0.52 | $0.06 |
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 | $3.2M |
| 总债务越低越好 | — | $2.6B |
| 股东权益账面价值 | $-122.5K | $1.2B |
| 总资产 | $5.7B | $4.3B |
| 负债/权益比越低杠杆越低 | — | 2.12× |
8季度趋势，按日历期对齐
现金及短期投资FIPKGS
| Q1 26 | $37.9M | — | ||
| Q4 25 | $57.4M | $3.2M | ||
| Q3 25 | $34.7M | $724.0K | ||
| Q2 25 | $33.6M | $5.4M | ||
| Q1 25 | $26.3M | $1.9M | ||
| Q4 24 | $27.8M | $4.8M | ||
| Q3 24 | $20.3M | $7.4M | ||
| Q2 24 | $33.1M | $3.9M |
总债务FIPKGS
| Q1 26 | — | — | ||
| Q4 25 | $3.8B | $2.6B | ||
| Q3 25 | $3.7B | $2.6B | ||
| Q2 25 | $3.1B | $2.5B | ||
| Q1 25 | $2.8B | $2.6B | ||
| Q4 24 | $1.6B | $2.6B | ||
| Q3 24 | $1.5B | $2.6B | ||
| Q2 24 | $1.6B | $2.5B |
股东权益FIPKGS
| Q1 26 | $-122.5K | — | ||
| Q4 25 | $21.3M | $1.2B | ||
| Q3 25 | $181.1M | $1.3B | ||
| Q2 25 | $375.5M | $1.3B | ||
| Q1 25 | $476.2M | $1.4B | ||
| Q4 24 | $202.7M | $1.4B | ||
| Q3 24 | $370.8M | $1.4B | ||
| Q2 24 | $394.8M | $1.5B |
总资产FIPKGS
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.7B | $4.3B | ||
| Q3 25 | $5.5B | $4.4B | ||
| Q2 25 | $4.4B | $4.4B | ||
| Q1 25 | $4.1B | $4.4B | ||
| Q4 24 | $2.4B | $4.4B | ||
| Q3 24 | $2.4B | $4.5B | ||
| Q2 24 | $2.5B | $4.4B |
负债/权益比FIPKGS
| Q1 26 | — | — | ||
| Q4 25 | 176.99× | 2.12× | ||
| Q3 25 | 20.59× | 2.08× | ||
| Q2 25 | 8.21× | 1.89× | ||
| Q1 25 | 5.79× | 1.91× | ||
| Q4 24 | 7.84× | 1.88× | ||
| Q3 24 | 4.14× | 1.86× | ||
| Q2 24 | 3.94× | 1.71× |
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 | $194.9M |
| 自由现金流经营现金流 - 资本支出 | — | $142.0M |
| 自由现金流率自由现金流/营收 | — | 42.7% |
| 资本支出强度资本支出/营收 | — | 15.9% |
| 现金转化率经营现金流/净利润 | — | 7.91× |
| 过去12个月自由现金流最近4个季度 | — | $284.3M |
8季度趋势，按日历期对齐
经营现金流FIPKGS
| Q1 26 | $-69.4M | — | ||
| Q4 25 | $-2.8M | $194.9M | ||
| Q3 25 | $-24.4M | $113.4M | ||
| Q2 25 | $-5.2M | $177.2M | ||
| Q1 25 | $-85.7M | $114.3M | ||
| Q4 24 | $-8.1M | $118.5M | ||
| Q3 24 | $14.2M | $36.9M | ||
| Q2 24 | $-17.6M | $121.1M |
自由现金流FIPKGS
| Q1 26 | — | — | ||
| Q4 25 | $-68.6M | $142.0M | ||
| Q3 25 | $-90.7M | $10.9M | ||
| Q2 25 | $-87.5M | $94.6M | ||
| Q1 25 | $-151.7M | $36.8M | ||
| Q4 24 | $-34.3M | $45.2M | ||
| Q3 24 | $-11.7M | $-49.7M | ||
| Q2 24 | $-32.1M | $4.0M |
自由现金流率FIPKGS
| Q1 26 | — | — | ||
| Q4 25 | -47.8% | 42.7% | ||
| Q3 25 | -64.5% | 3.4% | ||
| Q2 25 | -71.6% | 29.3% | ||
| Q1 25 | -157.7% | 11.2% | ||
| Q4 24 | -42.4% | 14.6% | ||
| Q3 24 | -14.0% | -15.3% | ||
| Q2 24 | -37.9% | 1.3% |
资本支出强度FIPKGS
| Q1 26 | — | — | ||
| Q4 25 | 45.9% | 15.9% | ||
| Q3 25 | 47.2% | 31.7% | ||
| Q2 25 | 67.3% | 25.6% | ||
| Q1 25 | 68.6% | 23.5% | ||
| Q4 24 | 32.5% | 23.7% | ||
| Q3 24 | 31.1% | 26.7% | ||
| Q2 24 | 17.2% | 37.8% |
现金转化率FIPKGS
| Q1 26 | — | — | ||
| Q4 25 | — | 7.91× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 4.49× | ||
| Q1 25 | -0.71× | 3.76× | ||
| Q4 24 | — | 6.21× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 19.44× |
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
KGS
| Other Services | $126.8M | 38% |
| Other | $112.2M | 34% |
| Transferred At Point In Time | $93.8M | 28% |
