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FTAI Infrastructure Inc.（FIP）与Karat Packaging Inc.（KRT）财务数据对比。点击上方公司名可切换其他公司
FTAI Infrastructure Inc.的季度营收约是Karat Packaging Inc.的1.6倍（$188.4M vs $115.6M），Karat Packaging Inc.净利率更高（5.9% vs -79.7%，领先85.6%），FTAI Infrastructure Inc.同比增速更快（95.9% vs 13.7%），过去两年FTAI Infrastructure Inc.的营收复合增速更高（49.0% vs 10.0%）
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。
Karat Packaging Inc.是专业一次性餐饮包装产品生产商及分销商，产品涵盖纸塑杯、食品容器、餐具、杯盖及定制品牌包装方案，主要服务北美地区的连锁餐厅、咖啡馆、餐饮服务商及零售食品客户。
FIP vs KRT — 直观对比
营收规模更大
FIP
是对方的1.6倍
$115.6M
营收增速更快
FIP
高出82.1%
13.7%
净利率更高
KRT
高出85.6%
-79.7%
两年增速更快
FIP
近两年复合增速
10.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $188.4M | $115.6M |
| 净利润 | $-150.2M | $6.8M |
| 毛利率 | — | 34.0% |
| 营业利润率 | — | 7.3% |
| 净利率 | -79.7% | 5.9% |
| 营收同比 | 95.9% | 13.7% |
| 净利润同比 | -387.6% | 21.3% |
| 每股收益（稀释后） | $-1.32 | $0.34 |
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FIPKRT
| Q1 26 | $188.4M | — | ||
| Q4 25 | $143.5M | $115.6M | ||
| Q3 25 | $140.6M | $124.5M | ||
| Q2 25 | $122.3M | $124.0M | ||
| Q1 25 | $96.2M | $103.6M | ||
| Q4 24 | $80.8M | $101.6M | ||
| Q3 24 | $83.3M | $112.8M | ||
| Q2 24 | $84.9M | $112.6M |
净利润FIPKRT
| Q1 26 | $-150.2M | — | ||
| Q4 25 | $-97.7M | $6.8M | ||
| Q3 25 | $-104.5M | $7.3M | ||
| Q2 25 | $-70.0M | $10.9M | ||
| Q1 25 | $120.2M | $6.4M | ||
| Q4 24 | $-124.7M | $5.6M | ||
| Q3 24 | $-43.0M | $9.1M | ||
| Q2 24 | $-48.1M | $9.1M |
毛利率FIPKRT
| Q1 26 | — | — | ||
| Q4 25 | — | 34.0% | ||
| Q3 25 | — | 34.5% | ||
| Q2 25 | — | 39.6% | ||
| Q1 25 | — | 39.3% | ||
| Q4 24 | — | 39.2% | ||
| Q3 24 | — | 38.6% | ||
| Q2 24 | — | 38.5% |
营业利润率FIPKRT
| Q1 26 | — | — | ||
| Q4 25 | -45.7% | 7.3% | ||
| Q3 25 | -70.8% | 6.9% | ||
| Q2 25 | -56.4% | 13.3% | ||
| Q1 25 | 81.8% | 7.5% | ||
| Q4 24 | -152.7% | 7.2% | ||
| Q3 24 | -51.7% | 10.0% | ||
| Q2 24 | -56.4% | 9.9% |
净利率FIPKRT
| Q1 26 | -79.7% | — | ||
| Q4 25 | -68.1% | 5.9% | ||
| Q3 25 | -74.4% | 5.9% | ||
| Q2 25 | -57.2% | 8.8% | ||
| Q1 25 | 125.0% | 6.2% | ||
| Q4 24 | -154.4% | 5.5% | ||
| Q3 24 | -51.6% | 8.1% | ||
| Q2 24 | -56.7% | 8.1% |
每股收益（稀释后）FIPKRT
| Q1 26 | $-1.32 | — | ||
| Q4 25 | $-1.04 | $0.34 | ||
| Q3 25 | $-1.38 | $0.36 | ||
| Q2 25 | $-0.73 | $0.54 | ||
| Q1 25 | $0.89 | $0.32 | ||
| Q4 24 | $-1.21 | $0.28 | ||
| Q3 24 | $-0.45 | $0.45 | ||
| Q2 24 | $-0.52 | $0.45 |
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 | $37.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-122.5K | $149.4M |
| 总资产 | $5.7B | $287.7M |
| 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FIPKRT
| Q1 26 | $37.9M | — | ||
| Q4 25 | $57.4M | $37.9M | ||
| Q3 25 | $34.7M | $44.0M | ||
| Q2 25 | $33.6M | $57.0M | ||
| Q1 25 | $26.3M | $56.3M | ||
| Q4 24 | $27.8M | $59.9M | ||
| Q3 24 | $20.3M | $60.4M | ||
| Q2 24 | $33.1M | $52.1M |
总债务FIPKRT
| 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FIPKRT
| Q1 26 | $-122.5K | — | ||
| Q4 25 | $21.3M | $149.4M | ||
| Q3 25 | $181.1M | $154.5M | ||
| Q2 25 | $375.5M | $155.8M | ||
| Q1 25 | $476.2M | $153.3M | ||
| Q4 24 | $202.7M | $155.6M | ||
| Q3 24 | $370.8M | $157.3M | ||
| Q2 24 | $394.8M | $157.7M |
总资产FIPKRT
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.7B | $287.7M | ||
| Q3 25 | $5.5B | $302.8M | ||
| Q2 25 | $4.4B | $321.0M | ||
| Q1 25 | $4.1B | $312.2M | ||
| Q4 24 | $2.4B | $294.5M | ||
| Q3 24 | $2.4B | $306.8M | ||
| Q2 24 | $2.5B | $310.7M |
负债/权益比FIPKRT
| 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 | $15.4M |
| 自由现金流经营现金流 - 资本支出 | — | $15.1M |
| 自由现金流率自由现金流/营收 | — | 13.1% |
| 资本支出强度资本支出/营收 | — | 0.2% |
| 现金转化率经营现金流/净利润 | — | 2.26× |
| 过去12个月自由现金流最近4个季度 | — | $33.1M |
8季度趋势，按日历期对齐
经营现金流FIPKRT
| Q1 26 | $-69.4M | — | ||
| Q4 25 | $-2.8M | $15.4M | ||
| Q3 25 | $-24.4M | $982.0K | ||
| Q2 25 | $-5.2M | $9.8M | ||
| Q1 25 | $-85.7M | $7.7M | ||
| Q4 24 | $-8.1M | $8.3M | ||
| Q3 24 | $14.2M | $19.5M | ||
| Q2 24 | $-17.6M | $13.7M |
自由现金流FIPKRT
| Q1 26 | — | — | ||
| Q4 25 | $-68.6M | $15.1M | ||
| Q3 25 | $-90.7M | $736.0K | ||
| Q2 25 | $-87.5M | $9.6M | ||
| Q1 25 | $-151.7M | $7.6M | ||
| Q4 24 | $-34.3M | $8.0M | ||
| Q3 24 | $-11.7M | $19.2M | ||
| Q2 24 | $-32.1M | $13.4M |
自由现金流率FIPKRT
| Q1 26 | — | — | ||
| Q4 25 | -47.8% | 13.1% | ||
| Q3 25 | -64.5% | 0.6% | ||
| Q2 25 | -71.6% | 7.7% | ||
| Q1 25 | -157.7% | 7.4% | ||
| Q4 24 | -42.4% | 7.9% | ||
| Q3 24 | -14.0% | 17.0% | ||
| Q2 24 | -37.9% | 11.9% |
资本支出强度FIPKRT
| Q1 26 | — | — | ||
| Q4 25 | 45.9% | 0.2% | ||
| Q3 25 | 47.2% | 0.2% | ||
| Q2 25 | 67.3% | 0.1% | ||
| Q1 25 | 68.6% | 0.1% | ||
| Q4 24 | 32.5% | 0.2% | ||
| Q3 24 | 31.1% | 0.3% | ||
| Q2 24 | 17.2% | 0.2% |
现金转化率FIPKRT
| Q1 26 | — | — | ||
| Q4 25 | — | 2.26× | ||
| Q3 25 | — | 0.13× | ||
| Q2 25 | — | 0.89× | ||
| Q1 25 | -0.71× | 1.21× | ||
| Q4 24 | — | 1.47× | ||
| Q3 24 | — | 2.14× | ||
| Q2 24 | — | 1.50× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
