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FTAI Infrastructure Inc.（FIP）与莱迪思半导体（LSCC）财务数据对比。点击上方公司名可切换其他公司
莱迪思半导体的季度营收约是FTAI Infrastructure Inc.的1.0倍（$145.8M vs $143.5M），莱迪思半导体净利率更高（-5.2% vs -68.1%，领先62.8%），FTAI Infrastructure Inc.同比增速更快（77.7% vs 9.3%），莱迪思半导体自由现金流更多（$44.0M vs $-68.6M），过去两年FTAI Infrastructure Inc.的营收复合增速更高（31.9% vs 8.4%）
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。
莱迪思半导体是美国专注于低功耗现场可编程门阵列（FPGA）设计制造的半导体企业，1983年成立，1989年上市，总部位于俄勒冈州希尔斯伯勒硅林区，在圣何塞、上海、马尼拉、槟城、新加坡等地设有运营网点，截至2022年员工超1000人，年营收超6.6亿美元。
FIP vs LSCC — 直观对比
营收规模更大
LSCC
是对方的1.0倍
$143.5M
营收增速更快
FIP
高出68.4%
9.3%
净利率更高
LSCC
高出62.8%
-68.1%
自由现金流更多
LSCC
多$112.6M
$-68.6M
两年增速更快
FIP
近两年复合增速
8.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $143.5M | $145.8M |
| 净利润 | $-97.7M | $-7.6M |
| 毛利率 | — | 68.5% |
| 营业利润率 | -45.7% | 30.7% |
| 净利率 | -68.1% | -5.2% |
| 营收同比 | 77.7% | 9.3% |
| 净利润同比 | 21.6% | 14.6% |
| 每股收益（稀释后） | $-1.04 | $-0.06 |
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FIPLSCC
| Q1 26 | — | $145.8M | ||
| Q4 25 | $143.5M | — | ||
| Q3 25 | $140.6M | $133.3M | ||
| Q2 25 | $122.3M | $124.0M | ||
| Q1 25 | $96.2M | $120.2M | ||
| Q4 24 | $80.8M | $117.4M | ||
| Q3 24 | $83.3M | $127.1M | ||
| Q2 24 | $84.9M | $124.1M |
净利润FIPLSCC
| Q1 26 | — | $-7.6M | ||
| Q4 25 | $-97.7M | — | ||
| Q3 25 | $-104.5M | $2.8M | ||
| Q2 25 | $-70.0M | $2.9M | ||
| Q1 25 | $120.2M | $5.0M | ||
| Q4 24 | $-124.7M | $16.5M | ||
| Q3 24 | $-43.0M | $7.2M | ||
| Q2 24 | $-48.1M | $22.6M |
毛利率FIPLSCC
| Q1 26 | — | 68.5% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 67.9% | ||
| Q2 25 | — | 68.4% | ||
| Q1 25 | — | 68.0% | ||
| Q4 24 | — | 61.1% | ||
| Q3 24 | — | 69.0% | ||
| Q2 24 | — | 68.3% |
营业利润率FIPLSCC
| Q1 26 | — | 0.7% | ||
| Q4 25 | -45.7% | — | ||
| Q3 25 | -70.8% | -1.2% | ||
| Q2 25 | -56.4% | 3.8% | ||
| Q1 25 | 81.8% | 5.8% | ||
| Q4 24 | -152.7% | -10.4% | ||
| Q3 24 | -51.7% | 5.9% | ||
| Q2 24 | -56.4% | 18.2% |
净利率FIPLSCC
| Q1 26 | — | -5.2% | ||
| Q4 25 | -68.1% | — | ||
| Q3 25 | -74.4% | 2.1% | ||
| Q2 25 | -57.2% | 2.3% | ||
| Q1 25 | 125.0% | 4.2% | ||
| Q4 24 | -154.4% | 14.1% | ||
| Q3 24 | -51.6% | 5.7% | ||
| Q2 24 | -56.7% | 18.2% |
每股收益（稀释后）FIPLSCC
| Q1 26 | — | $-0.06 | ||
| Q4 25 | $-1.04 | — | ||
| Q3 25 | $-1.38 | $0.02 | ||
| Q2 25 | $-0.73 | $0.02 | ||
| Q1 25 | $0.89 | $0.04 | ||
| Q4 24 | $-1.21 | $0.12 | ||
| Q3 24 | $-0.45 | $0.05 | ||
| Q2 24 | $-0.52 | $0.16 |
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 | $57.4M | $133.9M |
| 总债务越低越好 | $3.8B | — |
| 股东权益账面价值 | $21.3M | $714.1M |
| 总资产 | $5.7B | — |
| 负债/权益比越低杠杆越低 | 176.99× | — |
8季度趋势，按日历期对齐
现金及短期投资FIPLSCC
| Q1 26 | — | $133.9M | ||
| Q4 25 | $57.4M | — | ||
| Q3 25 | $34.7M | $117.9M | ||
| Q2 25 | $33.6M | $107.2M | ||
| Q1 25 | $26.3M | $127.6M | ||
| Q4 24 | $27.8M | $136.3M | ||
| Q3 24 | $20.3M | $124.3M | ||
| Q2 24 | $33.1M | $109.2M |
总债务FIPLSCC
| 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FIPLSCC
| Q1 26 | — | $714.1M | ||
| Q4 25 | $21.3M | — | ||
| Q3 25 | $181.1M | $706.4M | ||
| Q2 25 | $375.5M | $687.0M | ||
| Q1 25 | $476.2M | $707.9M | ||
| Q4 24 | $202.7M | $710.9M | ||
| Q3 24 | $370.8M | $703.5M | ||
| Q2 24 | $394.8M | $698.8M |
总资产FIPLSCC
| Q1 26 | — | $883.1M | ||
| Q4 25 | $5.7B | — | ||
| Q3 25 | $5.5B | $844.4M | ||
| Q2 25 | $4.4B | $808.6M | ||
| Q1 25 | $4.1B | $823.6M | ||
| Q4 24 | $2.4B | $843.9M | ||
| Q3 24 | $2.4B | $853.7M | ||
| Q2 24 | $2.5B | $827.5M |
负债/权益比FIPLSCC
| 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 | $-2.8M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $-68.6M | $44.0M |
| 自由现金流率自由现金流/营收 | -47.8% | 30.2% |
| 资本支出强度资本支出/营收 | 45.9% | — |
| 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 | $-398.5M | $153.3M |
8季度趋势，按日历期对齐
经营现金流FIPLSCC
| Q1 26 | — | $57.6M | ||
| Q4 25 | $-2.8M | — | ||
| Q3 25 | $-24.4M | $47.1M | ||
| Q2 25 | $-5.2M | $38.5M | ||
| Q1 25 | $-85.7M | $31.9M | ||
| Q4 24 | $-8.1M | $45.4M | ||
| Q3 24 | $14.2M | $44.0M | ||
| Q2 24 | $-17.6M | $21.9M |
自由现金流FIPLSCC
| Q1 26 | — | $44.0M | ||
| Q4 25 | $-68.6M | — | ||
| Q3 25 | $-90.7M | $34.0M | ||
| Q2 25 | $-87.5M | $31.3M | ||
| Q1 25 | $-151.7M | $23.3M | ||
| Q4 24 | $-34.3M | $39.7M | ||
| Q3 24 | $-11.7M | $39.4M | ||
| Q2 24 | $-32.1M | $14.8M |
自由现金流率FIPLSCC
| Q1 26 | — | 30.2% | ||
| Q4 25 | -47.8% | — | ||
| Q3 25 | -64.5% | 25.5% | ||
| Q2 25 | -71.6% | 25.2% | ||
| Q1 25 | -157.7% | 19.4% | ||
| Q4 24 | -42.4% | 33.8% | ||
| Q3 24 | -14.0% | 31.0% | ||
| Q2 24 | -37.9% | 11.9% |
资本支出强度FIPLSCC
| Q1 26 | — | 9.3% | ||
| Q4 25 | 45.9% | — | ||
| Q3 25 | 47.2% | 9.8% | ||
| Q2 25 | 67.3% | 5.8% | ||
| Q1 25 | 68.6% | 7.2% | ||
| Q4 24 | 32.5% | 4.9% | ||
| Q3 24 | 31.1% | 3.7% | ||
| Q2 24 | 17.2% | 5.8% |
现金转化率FIPLSCC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 16.86× | ||
| Q2 25 | — | 13.23× | ||
| Q1 25 | -0.71× | 6.35× | ||
| Q4 24 | — | 2.75× | ||
| Q3 24 | — | 6.12× | ||
| Q2 24 | — | 0.97× |
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
| Power Revenues | $45.9M | 32% |
| Rail Revenue | $44.6M | 31% |
| Service Other | $22.8M | 16% |
| Gas Revenues | $15.3M | 11% |
| Roadside Services Revenues | $11.5M | 8% |
| Rapauno | $1.2M | 1% |
LSCC
暂无分部数据
