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FTAI Infrastructure Inc.（FIP）与MGIC INVESTMENT CORP（MTG）财务数据对比。点击上方公司名可切换其他公司
MGIC INVESTMENT CORP的季度营收约是FTAI Infrastructure Inc.的1.6倍（$297.1M vs $188.4M），MGIC INVESTMENT CORP净利率更高（55.6% vs -79.7%，领先135.4%），FTAI Infrastructure Inc.同比增速更快（95.9% vs -3.0%），过去两年FTAI Infrastructure Inc.的营收复合增速更高（49.0% vs -1.4%）
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。
MGIC投资集团（纽交所代码：MTG）是美国专业的私人抵押贷款保险服务商，总部位于威斯康星州密尔沃基市，主要为美国本土住房抵押贷款业务提供保险解决方案，帮助贷款机构管控信用风险，助力普通消费者顺利获得购房贷款支持。
FIP vs MTG — 直观对比
营收规模更大
MTG
是对方的1.6倍
$188.4M
营收增速更快
FIP
高出98.9%
-3.0%
净利率更高
MTG
高出135.4%
-79.7%
两年增速更快
FIP
近两年复合增速
-1.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $188.4M | $297.1M |
| 净利润 | $-150.2M | $165.3M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | -79.7% | 55.6% |
| 营收同比 | 95.9% | -3.0% |
| 净利润同比 | -387.6% | -10.9% |
| 每股收益（稀释后） | $-1.32 | $0.76 |
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FIPMTG
| Q1 26 | $188.4M | $297.1M | ||
| Q4 25 | $143.5M | $298.7M | ||
| Q3 25 | $140.6M | $304.5M | ||
| Q2 25 | $122.3M | $304.2M | ||
| Q1 25 | $96.2M | $306.2M | ||
| Q4 24 | $80.8M | $301.4M | ||
| Q3 24 | $83.3M | $306.6M | ||
| Q2 24 | $84.9M | $305.3M |
净利润FIPMTG
| Q1 26 | $-150.2M | $165.3M | ||
| Q4 25 | $-97.7M | $169.3M | ||
| Q3 25 | $-104.5M | $191.1M | ||
| Q2 25 | $-70.0M | $192.5M | ||
| Q1 25 | $120.2M | $185.5M | ||
| Q4 24 | $-124.7M | $184.7M | ||
| Q3 24 | $-43.0M | $200.0M | ||
| Q2 24 | $-48.1M | $204.2M |
营业利润率FIPMTG
| Q1 26 | — | — | ||
| Q4 25 | -45.7% | 71.2% | ||
| Q3 25 | -70.8% | 77.2% | ||
| Q2 25 | -56.4% | 80.9% | ||
| Q1 25 | 81.8% | 76.6% | ||
| Q4 24 | -152.7% | 77.9% | ||
| Q3 24 | -51.7% | 82.9% | ||
| Q2 24 | -56.4% | 85.1% |
净利率FIPMTG
| Q1 26 | -79.7% | 55.6% | ||
| Q4 25 | -68.1% | 56.7% | ||
| Q3 25 | -74.4% | 62.8% | ||
| Q2 25 | -57.2% | 63.3% | ||
| Q1 25 | 125.0% | 60.6% | ||
| Q4 24 | -154.4% | 61.3% | ||
| Q3 24 | -51.6% | 65.2% | ||
| Q2 24 | -56.7% | 66.9% |
每股收益（稀释后）FIPMTG
| Q1 26 | $-1.32 | $0.76 | ||
| Q4 25 | $-1.04 | $0.75 | ||
| Q3 25 | $-1.38 | $0.83 | ||
| Q2 25 | $-0.73 | $0.81 | ||
| Q1 25 | $0.89 | $0.75 | ||
| Q4 24 | $-1.21 | $0.71 | ||
| Q3 24 | $-0.45 | $0.77 | ||
| Q2 24 | $-0.52 | $0.77 |
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 | $235.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-122.5K | $5.0B |
| 总资产 | $5.7B | $6.4B |
| 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FIPMTG
| Q1 26 | $37.9M | $235.1M | ||
| Q4 25 | $57.4M | $369.0M | ||
| Q3 25 | $34.7M | $266.9M | ||
| Q2 25 | $33.6M | $294.9M | ||
| Q1 25 | $26.3M | $207.0M | ||
| Q4 24 | $27.8M | $229.5M | ||
| Q3 24 | $20.3M | $288.6M | ||
| Q2 24 | $33.1M | $281.8M |
总债务FIPMTG
| 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FIPMTG
| Q1 26 | $-122.5K | $5.0B | ||
| Q4 25 | $21.3M | $5.1B | ||
| Q3 25 | $181.1M | $5.2B | ||
| Q2 25 | $375.5M | $5.2B | ||
| Q1 25 | $476.2M | $5.1B | ||
| Q4 24 | $202.7M | $5.2B | ||
| Q3 24 | $370.8M | $5.3B | ||
| Q2 24 | $394.8M | $5.1B |
总资产FIPMTG
| Q1 26 | $5.7B | $6.4B | ||
| Q4 25 | $5.7B | $6.6B | ||
| Q3 25 | $5.5B | $6.6B | ||
| Q2 25 | $4.4B | $6.5B | ||
| Q1 25 | $4.1B | $6.5B | ||
| Q4 24 | $2.4B | $6.5B | ||
| Q3 24 | $2.4B | $6.7B | ||
| Q2 24 | $2.5B | $6.5B |
负债/权益比FIPMTG
| 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 | — |
| 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FIPMTG
| Q1 26 | $-69.4M | — | ||
| Q4 25 | $-2.8M | $230.8M | ||
| Q3 25 | $-24.4M | $215.4M | ||
| Q2 25 | $-5.2M | $183.0M | ||
| Q1 25 | $-85.7M | $223.7M | ||
| Q4 24 | $-8.1M | $182.4M | ||
| Q3 24 | $14.2M | $182.9M | ||
| Q2 24 | $-17.6M | $169.2M |
自由现金流FIPMTG
| Q1 26 | — | — | ||
| Q4 25 | $-68.6M | $230.2M | ||
| Q3 25 | $-90.7M | $215.1M | ||
| Q2 25 | $-87.5M | $183.0M | ||
| Q1 25 | $-151.7M | $223.5M | ||
| Q4 24 | $-34.3M | $181.9M | ||
| Q3 24 | $-11.7M | $182.5M | ||
| Q2 24 | $-32.1M | $169.0M |
自由现金流率FIPMTG
| Q1 26 | — | — | ||
| Q4 25 | -47.8% | 77.1% | ||
| Q3 25 | -64.5% | 70.6% | ||
| Q2 25 | -71.6% | 60.1% | ||
| Q1 25 | -157.7% | 73.0% | ||
| Q4 24 | -42.4% | 60.3% | ||
| Q3 24 | -14.0% | 59.5% | ||
| Q2 24 | -37.9% | 55.3% |
资本支出强度FIPMTG
| Q1 26 | — | — | ||
| Q4 25 | 45.9% | 0.2% | ||
| Q3 25 | 47.2% | 0.1% | ||
| Q2 25 | 67.3% | 0.0% | ||
| Q1 25 | 68.6% | 0.0% | ||
| Q4 24 | 32.5% | 0.2% | ||
| Q3 24 | 31.1% | 0.1% | ||
| Q2 24 | 17.2% | 0.1% |
现金转化率FIPMTG
| Q1 26 | — | — | ||
| Q4 25 | — | 1.36× | ||
| Q3 25 | — | 1.13× | ||
| Q2 25 | — | 0.95× | ||
| Q1 25 | -0.71× | 1.21× | ||
| Q4 24 | — | 0.99× | ||
| Q3 24 | — | 0.91× | ||
| Q2 24 | — | 0.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
