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FTAI Infrastructure Inc.（FIP）与Ingevity Corp（NGVT）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Ingevity Corp的1.0倍（$188.4M vs $185.4M），Ingevity Corp净利率更高（-45.6% vs -79.7%，领先34.1%），FTAI Infrastructure Inc.同比增速更快（95.9% vs 36.7%），过去两年FTAI Infrastructure Inc.的营收复合增速更高（49.0% vs -26.2%）
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。
Ingevity Corp是一家全球特种化学品与先进材料生产商，主营高性能碳材料、路面养护解决方案及特种化工产品，服务汽车排放控制、工业净化、道路基建、农业投入品等核心市场，业务覆盖北美、欧洲及亚太地区。
FIP vs NGVT — 直观对比
营收规模更大
FIP
是对方的1.0倍
$185.4M
营收增速更快
FIP
高出59.2%
36.7%
净利率更高
NGVT
高出34.1%
-79.7%
两年增速更快
FIP
近两年复合增速
-26.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $188.4M | $185.4M |
| 净利润 | $-150.2M | $-84.6M |
| 毛利率 | — | 41.2% |
| 营业利润率 | — | -47.7% |
| 净利率 | -79.7% | -45.6% |
| 营收同比 | 95.9% | 36.7% |
| 净利润同比 | -387.6% | -609.6% |
| 每股收益（稀释后） | $-1.32 | $-2.33 |
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FIPNGVT
| Q1 26 | $188.4M | — | ||
| Q4 25 | $143.5M | $185.4M | ||
| Q3 25 | $140.6M | $333.1M | ||
| Q2 25 | $122.3M | $365.1M | ||
| Q1 25 | $96.2M | $284.0M | ||
| Q4 24 | $80.8M | $135.6M | ||
| Q3 24 | $83.3M | $333.8M | ||
| Q2 24 | $84.9M | $390.6M |
净利润FIPNGVT
| Q1 26 | $-150.2M | — | ||
| Q4 25 | $-97.7M | $-84.6M | ||
| Q3 25 | $-104.5M | $43.5M | ||
| Q2 25 | $-70.0M | $-146.5M | ||
| Q1 25 | $120.2M | $20.5M | ||
| Q4 24 | $-124.7M | $16.6M | ||
| Q3 24 | $-43.0M | $-107.2M | ||
| Q2 24 | $-48.1M | $-283.7M |
毛利率FIPNGVT
| Q1 26 | — | — | ||
| Q4 25 | — | 41.2% | ||
| Q3 25 | — | 40.2% | ||
| Q2 25 | — | 37.8% | ||
| Q1 25 | — | 39.9% | ||
| Q4 24 | — | 81.3% | ||
| Q3 24 | — | 39.4% | ||
| Q2 24 | — | 31.5% |
营业利润率FIPNGVT
| Q1 26 | — | — | ||
| Q4 25 | -45.7% | -47.7% | ||
| Q3 25 | -70.8% | 18.7% | ||
| Q2 25 | -56.4% | -39.1% | ||
| Q1 25 | 81.8% | 9.4% | ||
| Q4 24 | -152.7% | — | ||
| Q3 24 | -51.7% | 33.0% | ||
| Q2 24 | -56.4% | 25.9% |
净利率FIPNGVT
| Q1 26 | -79.7% | — | ||
| Q4 25 | -68.1% | -45.6% | ||
| Q3 25 | -74.4% | 13.1% | ||
| Q2 25 | -57.2% | -40.1% | ||
| Q1 25 | 125.0% | 7.2% | ||
| Q4 24 | -154.4% | 12.2% | ||
| Q3 24 | -51.6% | -32.1% | ||
| Q2 24 | -56.7% | -72.6% |
每股收益（稀释后）FIPNGVT
| Q1 26 | $-1.32 | — | ||
| Q4 25 | $-1.04 | $-2.33 | ||
| Q3 25 | $-1.38 | $1.18 | ||
| Q2 25 | $-0.73 | $-4.02 | ||
| Q1 25 | $0.89 | $0.56 | ||
| Q4 24 | $-1.21 | $0.44 | ||
| Q3 24 | $-0.45 | $-2.94 | ||
| Q2 24 | $-0.52 | $-7.81 |
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 | $78.1M |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | $-122.5K | $29.7M |
| 总资产 | $5.7B | $1.7B |
| 负债/权益比越低杠杆越低 | — | 39.10× |
8季度趋势，按日历期对齐
现金及短期投资FIPNGVT
| Q1 26 | $37.9M | — | ||
| Q4 25 | $57.4M | $78.1M | ||
| Q3 25 | $34.7M | $83.4M | ||
| Q2 25 | $33.6M | $76.9M | ||
| Q1 25 | $26.3M | $71.5M | ||
| Q4 24 | $27.8M | $68.0M | ||
| Q3 24 | $20.3M | $135.5M | ||
| Q2 24 | $33.1M | $107.4M |
总债务FIPNGVT
| Q1 26 | — | — | ||
| Q4 25 | $3.8B | $1.2B | ||
| Q3 25 | $3.7B | $1.2B | ||
| Q2 25 | $3.1B | $1.2B | ||
| Q1 25 | $2.8B | $1.3B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.5B | $1.4B | ||
| Q2 24 | $1.6B | $1.4B |
股东权益FIPNGVT
| Q1 26 | $-122.5K | — | ||
| Q4 25 | $21.3M | $29.7M | ||
| Q3 25 | $181.1M | $138.1M | ||
| Q2 25 | $375.5M | $120.7M | ||
| Q1 25 | $476.2M | $234.6M | ||
| Q4 24 | $202.7M | $195.2M | ||
| Q3 24 | $370.8M | $214.5M | ||
| Q2 24 | $394.8M | $284.8M |
总资产FIPNGVT
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.7B | $1.7B | ||
| Q3 25 | $5.5B | $1.8B | ||
| Q2 25 | $4.4B | $1.9B | ||
| Q1 25 | $4.1B | $2.1B | ||
| Q4 24 | $2.4B | $2.0B | ||
| Q3 24 | $2.4B | $2.2B | ||
| Q2 24 | $2.5B | $2.3B |
负债/权益比FIPNGVT
| Q1 26 | — | — | ||
| Q4 25 | 176.99× | 39.10× | ||
| Q3 25 | 20.59× | 8.39× | ||
| Q2 25 | 8.21× | 10.24× | ||
| Q1 25 | 5.79× | 5.68× | ||
| Q4 24 | 7.84× | 6.86× | ||
| Q3 24 | 4.14× | 6.52× | ||
| Q2 24 | 3.94× | 4.92× |
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 | $97.1M |
| 自由现金流经营现金流 - 资本支出 | — | $73.5M |
| 自由现金流率自由现金流/营收 | — | 39.6% |
| 资本支出强度资本支出/营收 | — | 12.7% |
| 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 | — | $273.5M |
8季度趋势，按日历期对齐
经营现金流FIPNGVT
| Q1 26 | $-69.4M | — | ||
| Q4 25 | $-2.8M | $97.1M | ||
| Q3 25 | $-24.4M | $129.7M | ||
| Q2 25 | $-5.2M | $79.0M | ||
| Q1 25 | $-85.7M | $25.4M | ||
| Q4 24 | $-8.1M | $64.5M | ||
| Q3 24 | $14.2M | $46.5M | ||
| Q2 24 | $-17.6M | $29.7M |
自由现金流FIPNGVT
| Q1 26 | — | — | ||
| Q4 25 | $-68.6M | $73.5M | ||
| Q3 25 | $-90.7M | $117.8M | ||
| Q2 25 | $-87.5M | $66.8M | ||
| Q1 25 | $-151.7M | $15.4M | ||
| Q4 24 | $-34.3M | $39.6M | ||
| Q3 24 | $-11.7M | $28.5M | ||
| Q2 24 | $-32.1M | $11.6M |
自由现金流率FIPNGVT
| Q1 26 | — | — | ||
| Q4 25 | -47.8% | 39.6% | ||
| Q3 25 | -64.5% | 35.4% | ||
| Q2 25 | -71.6% | 18.3% | ||
| Q1 25 | -157.7% | 5.4% | ||
| Q4 24 | -42.4% | 29.2% | ||
| Q3 24 | -14.0% | 8.5% | ||
| Q2 24 | -37.9% | 3.0% |
资本支出强度FIPNGVT
| Q1 26 | — | — | ||
| Q4 25 | 45.9% | 12.7% | ||
| Q3 25 | 47.2% | 3.6% | ||
| Q2 25 | 67.3% | 3.3% | ||
| Q1 25 | 68.6% | 3.5% | ||
| Q4 24 | 32.5% | 18.4% | ||
| Q3 24 | 31.1% | 5.4% | ||
| Q2 24 | 17.2% | 4.6% |
现金转化率FIPNGVT
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 2.98× | ||
| Q2 25 | — | — | ||
| Q1 25 | -0.71× | 1.24× | ||
| Q4 24 | — | 3.89× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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
NGVT
| Performance Materials | $151.2M | 82% |
| Advanced Polymer Technologies Segment | $36.5M | 20% |
