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FTAI Infrastructure Inc.（FIP）与Merchants Bancorp（MBIN）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Merchants Bancorp的1.1倍（$188.4M vs $175.2M），Merchants Bancorp净利率更高（38.6% vs -79.7%，领先118.4%），过去两年FTAI Infrastructure Inc.的营收复合增速更高（49.0% vs 4.8%）
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。
Ameris Bancorp是总部位于美国佐治亚州亚特兰大的银行控股企业，旗下设有Ameris Bank子公司，在佐治亚州、阿拉巴马州、佛罗里达州、北卡罗来纳州、南卡罗来纳州运营全服务网点，同时在上述五州及弗吉尼亚州、马里兰州、田纳西州设立仅办理抵押贷款业务的网点，为个人和企业客户提供线上及移动端银行服务。
FIP vs MBIN — 直观对比
营收规模更大
FIP
是对方的1.1倍
$175.2M
净利率更高
MBIN
高出118.4%
-79.7%
两年增速更快
FIP
近两年复合增速
4.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $188.4M | $175.2M |
| 净利润 | $-150.2M | $67.7M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | -79.7% | 38.6% |
| 营收同比 | 95.9% | — |
| 净利润同比 | -387.6% | 16.3% |
| 每股收益（稀释后） | $-1.32 | $1.25 |
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FIPMBIN
| Q1 26 | $188.4M | $175.2M | ||
| Q4 25 | $143.5M | $185.3M | ||
| Q3 25 | $140.6M | $171.1M | ||
| Q2 25 | $122.3M | $179.2M | ||
| Q1 25 | $96.2M | $145.9M | ||
| Q4 24 | $80.8M | $193.8M | ||
| Q3 24 | $83.3M | $149.6M | ||
| Q2 24 | $84.9M | $159.5M |
净利润FIPMBIN
| Q1 26 | $-150.2M | $67.7M | ||
| Q4 25 | $-97.7M | — | ||
| Q3 25 | $-104.5M | $54.7M | ||
| Q2 25 | $-70.0M | $38.0M | ||
| Q1 25 | $120.2M | $58.2M | ||
| Q4 24 | $-124.7M | — | ||
| Q3 24 | $-43.0M | $61.3M | ||
| Q2 24 | $-48.1M | $76.4M |
营业利润率FIPMBIN
| Q1 26 | — | — | ||
| Q4 25 | -45.7% | 39.9% | ||
| Q3 25 | -70.8% | 37.8% | ||
| Q2 25 | -56.4% | 27.3% | ||
| Q1 25 | 81.8% | 52.4% | ||
| Q4 24 | -152.7% | 66.0% | ||
| Q3 24 | -51.7% | 54.4% | ||
| Q2 24 | -56.4% | 62.2% |
净利率FIPMBIN
| Q1 26 | -79.7% | 38.6% | ||
| Q4 25 | -68.1% | — | ||
| Q3 25 | -74.4% | 32.0% | ||
| Q2 25 | -57.2% | 21.2% | ||
| Q1 25 | 125.0% | 39.9% | ||
| Q4 24 | -154.4% | — | ||
| Q3 24 | -51.6% | 41.0% | ||
| Q2 24 | -56.7% | 47.9% |
每股收益（稀释后）FIPMBIN
| Q1 26 | $-1.32 | $1.25 | ||
| Q4 25 | $-1.04 | $1.28 | ||
| Q3 25 | $-1.38 | $0.97 | ||
| Q2 25 | $-0.73 | $0.60 | ||
| Q1 25 | $0.89 | $0.93 | ||
| Q4 24 | $-1.21 | $1.84 | ||
| Q3 24 | $-0.45 | $1.17 | ||
| Q2 24 | $-0.52 | $1.49 |
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 | $83.2M |
| 总债务越低越好 | — | $32.0M |
| 股东权益账面价值 | $-122.5K | $2.3B |
| 总资产 | $5.7B | $20.3B |
| 负债/权益比越低杠杆越低 | — | 0.01× |
8季度趋势，按日历期对齐
现金及短期投资FIPMBIN
| Q1 26 | $37.9M | $83.2M | ||
| 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FIPMBIN
| Q1 26 | — | $32.0M | ||
| 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FIPMBIN
| Q1 26 | $-122.5K | $2.3B | ||
| Q4 25 | $21.3M | $2.3B | ||
| Q3 25 | $181.1M | $2.2B | ||
| Q2 25 | $375.5M | $2.2B | ||
| Q1 25 | $476.2M | $2.2B | ||
| Q4 24 | $202.7M | $2.2B | ||
| Q3 24 | $370.8M | $1.9B | ||
| Q2 24 | $394.8M | $1.9B |
总资产FIPMBIN
| Q1 26 | $5.7B | $20.3B | ||
| Q4 25 | $5.7B | $19.4B | ||
| Q3 25 | $5.5B | $19.4B | ||
| Q2 25 | $4.4B | $19.1B | ||
| Q1 25 | $4.1B | $18.8B | ||
| Q4 24 | $2.4B | $18.8B | ||
| Q3 24 | $2.4B | $18.7B | ||
| Q2 24 | $2.5B | $18.2B |
负债/权益比FIPMBIN
| Q1 26 | — | 0.01× | ||
| 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 | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流FIPMBIN
| Q1 26 | $-69.4M | — | ||
| Q4 25 | $-2.8M | $-341.2M | ||
| Q3 25 | $-24.4M | $29.8M | ||
| Q2 25 | $-5.2M | $-121.2M | ||
| Q1 25 | $-85.7M | $148.0M | ||
| Q4 24 | $-8.1M | $-835.3M | ||
| Q3 24 | $14.2M | $-492.6M | ||
| Q2 24 | $-17.6M | $51.1M |
自由现金流FIPMBIN
| Q1 26 | — | — | ||
| Q4 25 | $-68.6M | $-362.2M | ||
| Q3 25 | $-90.7M | $24.0M | ||
| Q2 25 | $-87.5M | $-125.7M | ||
| Q1 25 | $-151.7M | $141.2M | ||
| Q4 24 | $-34.3M | $-853.7M | ||
| Q3 24 | $-11.7M | $-497.2M | ||
| Q2 24 | $-32.1M | $45.8M |
自由现金流率FIPMBIN
| Q1 26 | — | — | ||
| Q4 25 | -47.8% | -195.5% | ||
| Q3 25 | -64.5% | 14.0% | ||
| Q2 25 | -71.6% | -70.1% | ||
| Q1 25 | -157.7% | 96.8% | ||
| Q4 24 | -42.4% | -440.6% | ||
| Q3 24 | -14.0% | -332.4% | ||
| Q2 24 | -37.9% | 28.7% |
资本支出强度FIPMBIN
| Q1 26 | — | — | ||
| Q4 25 | 45.9% | 11.3% | ||
| Q3 25 | 47.2% | 3.4% | ||
| Q2 25 | 67.3% | 2.5% | ||
| Q1 25 | 68.6% | 4.7% | ||
| Q4 24 | 32.5% | 9.5% | ||
| Q3 24 | 31.1% | 3.0% | ||
| Q2 24 | 17.2% | 3.3% |
现金转化率FIPMBIN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.54× | ||
| Q2 25 | — | -3.19× | ||
| Q1 25 | -0.71× | 2.54× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -8.04× | ||
| 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
MBIN
| Net Interest Income | $128.6M | 73% |
| Noninterest Income | $46.6M | 27% |
