vs
FTAI Infrastructure Inc.（FIP）与摩凡陀集团（MOV）财务数据对比。点击上方公司名可切换其他公司
FTAI Infrastructure Inc.的季度营收约是摩凡陀集团的1.0倍（$188.4M vs $186.1M），摩凡陀集团净利率更高（5.1% vs -79.7%，领先84.9%），FTAI Infrastructure Inc.同比增速更快（95.9% vs 1.9%），过去两年FTAI Infrastructure Inc.的营收复合增速更高（49.0% vs 2.9%）
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。
摩凡陀集团是源自瑞士的美国奢侈钟表品牌，创始于1881年，品牌名取自世界语，原意为“律动”。摩凡陀腕表以12点钟位置标志性的金属圆点设计与极简风格著称，其中博物馆腕表更是品牌最广为人知的经典代表作。
FIP vs MOV — 直观对比
营收规模更大
FIP
是对方的1.0倍
$186.1M
营收增速更快
FIP
高出94.0%
1.9%
净利率更高
MOV
高出84.9%
-79.7%
两年增速更快
FIP
近两年复合增速
2.9%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $188.4M | $186.1M |
| 净利润 | $-150.2M | $9.6M |
| 毛利率 | — | 54.3% |
| 营业利润率 | — | 6.3% |
| 净利率 | -79.7% | 5.1% |
| 营收同比 | 95.9% | 1.9% |
| 净利润同比 | -387.6% | 89.8% |
| 每股收益（稀释后） | $-1.32 | $0.42 |
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FIPMOV
| Q1 26 | $188.4M | — | ||
| Q4 25 | $143.5M | $186.1M | ||
| Q3 25 | $140.6M | $161.8M | ||
| Q2 25 | $122.3M | $131.8M | ||
| Q1 25 | $96.2M | $181.5M | ||
| Q4 24 | $80.8M | $180.5M | ||
| Q3 24 | $83.3M | $157.0M | ||
| Q2 24 | $84.9M | $134.4M |
净利润FIPMOV
| Q1 26 | $-150.2M | — | ||
| Q4 25 | $-97.7M | $9.6M | ||
| Q3 25 | $-104.5M | $3.0M | ||
| Q2 25 | $-70.0M | $1.4M | ||
| Q1 25 | $120.2M | $8.1M | ||
| Q4 24 | $-124.7M | $4.8M | ||
| Q3 24 | $-43.0M | $3.5M | ||
| Q2 24 | $-48.1M | $2.0M |
毛利率FIPMOV
| Q1 26 | — | — | ||
| Q4 25 | — | 54.3% | ||
| Q3 25 | — | 54.1% | ||
| Q2 25 | — | 54.1% | ||
| Q1 25 | — | 54.2% | ||
| Q4 24 | — | 53.5% | ||
| Q3 24 | — | 54.3% | ||
| Q2 24 | — | 54.3% |
营业利润率FIPMOV
| Q1 26 | — | — | ||
| Q4 25 | -45.7% | 6.3% | ||
| Q3 25 | -70.8% | 2.5% | ||
| Q2 25 | -56.4% | 0.2% | ||
| Q1 25 | 81.8% | 5.1% | ||
| Q4 24 | -152.7% | 3.3% | ||
| Q3 24 | -51.7% | 1.7% | ||
| Q2 24 | -56.4% | 1.6% |
净利率FIPMOV
| Q1 26 | -79.7% | — | ||
| Q4 25 | -68.1% | 5.1% | ||
| Q3 25 | -74.4% | 1.8% | ||
| Q2 25 | -57.2% | 1.1% | ||
| Q1 25 | 125.0% | 4.4% | ||
| Q4 24 | -154.4% | 2.7% | ||
| Q3 24 | -51.6% | 2.2% | ||
| Q2 24 | -56.7% | 1.5% |
每股收益（稀释后）FIPMOV
| Q1 26 | $-1.32 | — | ||
| Q4 25 | $-1.04 | $0.42 | ||
| Q3 25 | $-1.38 | $0.13 | ||
| Q2 25 | $-0.73 | $0.06 | ||
| Q1 25 | $0.89 | $0.36 | ||
| Q4 24 | $-1.21 | $0.21 | ||
| Q3 24 | $-0.45 | $0.15 | ||
| Q2 24 | $-0.52 | $0.09 |
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 | $183.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-122.5K | $497.5M |
| 总资产 | $5.7B | $751.9M |
| 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FIPMOV
| Q1 26 | $37.9M | — | ||
| Q4 25 | $57.4M | $183.9M | ||
| Q3 25 | $34.7M | $180.5M | ||
| Q2 25 | $33.6M | $203.1M | ||
| Q1 25 | $26.3M | $208.5M | ||
| Q4 24 | $27.8M | $181.5M | ||
| Q3 24 | $20.3M | $198.3M | ||
| Q2 24 | $33.1M | $225.4M |
总债务FIPMOV
| 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FIPMOV
| Q1 26 | $-122.5K | — | ||
| Q4 25 | $21.3M | $497.5M | ||
| Q3 25 | $181.1M | $489.9M | ||
| Q2 25 | $375.5M | $493.2M | ||
| Q1 25 | $476.2M | $481.3M | ||
| Q4 24 | $202.7M | $491.3M | ||
| Q3 24 | $370.8M | $492.0M | ||
| Q2 24 | $394.8M | $489.6M |
总资产FIPMOV
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.7B | $751.9M | ||
| Q3 25 | $5.5B | $748.7M | ||
| Q2 25 | $4.4B | $747.2M | ||
| Q1 25 | $4.1B | $729.2M | ||
| Q4 24 | $2.4B | $747.2M | ||
| Q3 24 | $2.4B | $742.5M | ||
| Q2 24 | $2.5B | $736.0M |
负债/权益比FIPMOV
| 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 | $12.3M |
| 自由现金流经营现金流 - 资本支出 | — | $11.6M |
| 自由现金流率自由现金流/营收 | — | 6.2% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | — | 1.28× |
| 过去12个月自由现金流最近4个季度 | — | $35.3M |
8季度趋势，按日历期对齐
经营现金流FIPMOV
| Q1 26 | $-69.4M | — | ||
| Q4 25 | $-2.8M | $12.3M | ||
| Q3 25 | $-24.4M | $-3.8M | ||
| Q2 25 | $-5.2M | $-7.2M | ||
| Q1 25 | $-85.7M | $39.1M | ||
| Q4 24 | $-8.1M | $-4.7M | ||
| Q3 24 | $14.2M | $-17.8M | ||
| Q2 24 | $-17.6M | $-18.1M |
自由现金流FIPMOV
| Q1 26 | — | — | ||
| Q4 25 | $-68.6M | $11.6M | ||
| Q3 25 | $-90.7M | $-5.1M | ||
| Q2 25 | $-87.5M | $-8.7M | ||
| Q1 25 | $-151.7M | $37.5M | ||
| Q4 24 | $-34.3M | $-7.2M | ||
| Q3 24 | $-11.7M | $-20.1M | ||
| Q2 24 | $-32.1M | $-19.7M |
自由现金流率FIPMOV
| Q1 26 | — | — | ||
| Q4 25 | -47.8% | 6.2% | ||
| Q3 25 | -64.5% | -3.1% | ||
| Q2 25 | -71.6% | -6.6% | ||
| Q1 25 | -157.7% | 20.7% | ||
| Q4 24 | -42.4% | -4.0% | ||
| Q3 24 | -14.0% | -12.8% | ||
| Q2 24 | -37.9% | -14.7% |
资本支出强度FIPMOV
| Q1 26 | — | — | ||
| Q4 25 | 45.9% | 0.4% | ||
| Q3 25 | 47.2% | 0.8% | ||
| Q2 25 | 67.3% | 1.2% | ||
| Q1 25 | 68.6% | 0.9% | ||
| Q4 24 | 32.5% | 1.4% | ||
| Q3 24 | 31.1% | 1.5% | ||
| Q2 24 | 17.2% | 1.2% |
现金转化率FIPMOV
| Q1 26 | — | — | ||
| Q4 25 | — | 1.28× | ||
| Q3 25 | — | -1.27× | ||
| Q2 25 | — | -5.08× | ||
| Q1 25 | -0.71× | 4.86× | ||
| Q4 24 | — | -0.98× | ||
| Q3 24 | — | -5.14× | ||
| Q2 24 | — | -8.97× |
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
暂无分部数据
MOV
| Other | $81.4M | 44% |
| Owned Brands Category | $46.0M | 25% |
| Sales Channel Directly To Consumer | $35.3M | 19% |
| Company Stores | $23.4M | 13% |
