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FTAI Infrastructure Inc.（FIP）与National Storage Affiliates Trust（NSA）财务数据对比。点击上方公司名可切换其他公司
National Storage Affiliates Trust的季度营收约是FTAI Infrastructure Inc.的1.3倍（$187.0M vs $143.5M），National Storage Affiliates Trust净利率更高（12.2% vs -68.1%，领先80.3%），FTAI Infrastructure Inc.同比增速更快（77.7% vs -1.6%），National Storage Affiliates Trust自由现金流更多（$299.8M vs $-68.6M），过去两年FTAI Infrastructure Inc.的营收复合增速更高（31.9% vs -2.4%）
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。
National Storage Affiliates Trust是一家总部位于美国的房地产投资信托，专注于自助仓储资产，在美国数十个州持有、运营及收购自助仓储设施，为居民和商业客户提供安全的存储服务。
FIP vs NSA — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $143.5M | $187.0M |
| 净利润 | $-97.7M | $22.9M |
| 毛利率 | — | 72.5% |
| 营业利润率 | -45.7% | 20.2% |
| 净利率 | -68.1% | 12.2% |
| 营收同比 | 77.7% | -1.6% |
| 净利润同比 | 21.6% | 36.8% |
| 每股收益（稀释后） | $-1.04 | $0.23 |
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
| Q4 25 | $143.5M | $187.0M | ||
| Q3 25 | $140.6M | $188.7M | ||
| Q2 25 | $122.3M | $188.8M | ||
| Q1 25 | $96.2M | $188.4M | ||
| Q4 24 | $80.8M | $190.1M | ||
| Q3 24 | $83.3M | $193.6M | ||
| Q2 24 | $84.9M | $190.4M | ||
| Q1 24 | $82.5M | $196.1M |
| Q4 25 | $-97.7M | $22.9M | ||
| Q3 25 | $-104.5M | $18.4M | ||
| Q2 25 | $-70.0M | $19.5M | ||
| Q1 25 | $120.2M | $13.0M | ||
| Q4 24 | $-124.7M | $16.7M | ||
| Q3 24 | $-43.0M | $18.7M | ||
| Q2 24 | $-48.1M | $17.1M | ||
| Q1 24 | $-50.3M | $59.0M |
| Q4 25 | — | 72.5% | ||
| Q3 25 | — | 70.7% | ||
| Q2 25 | — | 70.5% | ||
| Q1 25 | — | 70.7% | ||
| Q4 24 | — | 72.5% | ||
| Q3 24 | — | 72.8% | ||
| Q2 24 | — | 72.6% | ||
| Q1 24 | — | 72.1% |
| Q4 25 | -45.7% | 20.2% | ||
| Q3 25 | -70.8% | 15.8% | ||
| Q2 25 | -56.4% | 16.5% | ||
| Q1 25 | 81.8% | 11.0% | ||
| Q4 24 | -152.7% | 14.5% | ||
| Q3 24 | -51.7% | 15.8% | ||
| Q2 24 | -56.4% | 17.2% | ||
| Q1 24 | -58.8% | 48.9% |
| Q4 25 | -68.1% | 12.2% | ||
| Q3 25 | -74.4% | 9.8% | ||
| Q2 25 | -57.2% | 10.3% | ||
| Q1 25 | 125.0% | 6.9% | ||
| Q4 24 | -154.4% | 8.8% | ||
| Q3 24 | -51.6% | 9.7% | ||
| Q2 24 | -56.7% | 9.0% | ||
| Q1 24 | -60.9% | 30.1% |
| Q4 25 | $-1.04 | $0.23 | ||
| Q3 25 | $-1.38 | $0.17 | ||
| Q2 25 | $-0.73 | $0.19 | ||
| Q1 25 | $0.89 | $0.10 | ||
| Q4 24 | $-1.21 | $0.19 | ||
| Q3 24 | $-0.45 | $0.18 | ||
| Q2 24 | $-0.52 | $0.16 | ||
| Q1 24 | $-0.54 | $0.65 |
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 | $23.3M |
| 总债务越低越好 | $3.8B | — |
| 股东权益账面价值 | $21.3M | $946.0M |
| 总资产 | $5.7B | $5.1B |
| 负债/权益比越低杠杆越低 | 176.99× | — |
8季度趋势，按日历期对齐
| Q4 25 | $57.4M | $23.3M | ||
| Q3 25 | $34.7M | $26.3M | ||
| Q2 25 | $33.6M | $26.1M | ||
| Q1 25 | $26.3M | $19.3M | ||
| Q4 24 | $27.8M | $50.4M | ||
| Q3 24 | $20.3M | $69.9M | ||
| Q2 24 | $33.1M | $59.0M | ||
| Q1 24 | $23.0M | $64.2M |
| 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 | — | ||
| Q1 24 | $1.3B | — |
| Q4 25 | $21.3M | $946.0M | ||
| Q3 25 | $181.1M | $973.1M | ||
| Q2 25 | $375.5M | $1.0B | ||
| Q1 25 | $476.2M | $1.0B | ||
| Q4 24 | $202.7M | $1.1B | ||
| Q3 24 | $370.8M | $986.9M | ||
| Q2 24 | $394.8M | $1.2B | ||
| Q1 24 | $402.5M | $1.3B |
| Q4 25 | $5.7B | $5.1B | ||
| Q3 25 | $5.5B | $5.1B | ||
| Q2 25 | $4.4B | $5.2B | ||
| Q1 25 | $4.1B | $5.3B | ||
| Q4 24 | $2.4B | $5.4B | ||
| Q3 24 | $2.4B | $5.4B | ||
| Q2 24 | $2.5B | $5.3B | ||
| Q1 24 | $2.3B | $5.4B |
| 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× | — | ||
| Q1 24 | 3.34× | — |
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 | $338.5M |
| 自由现金流经营现金流 - 资本支出 | $-68.6M | $299.8M |
| 自由现金流率自由现金流/营收 | -47.8% | 160.3% |
| 资本支出强度资本支出/营收 | 45.9% | 20.7% |
| 现金转化率经营现金流/净利润 | — | 14.79× |
| 过去12个月自由现金流最近4个季度 | $-398.5M | $541.5M |
8季度趋势，按日历期对齐
| Q4 25 | $-2.8M | $338.5M | ||
| Q3 25 | $-24.4M | $100.2M | ||
| Q2 25 | $-5.2M | $79.9M | ||
| Q1 25 | $-85.7M | $85.6M | ||
| Q4 24 | $-8.1M | $363.1M | ||
| Q3 24 | $14.2M | $105.7M | ||
| Q2 24 | $-17.6M | $83.2M | ||
| Q1 24 | $-3.9M | $94.0M |
| Q4 25 | $-68.6M | $299.8M | ||
| Q3 25 | $-90.7M | $88.0M | ||
| Q2 25 | $-87.5M | $73.8M | ||
| Q1 25 | $-151.7M | $79.9M | ||
| Q4 24 | $-34.3M | $344.4M | ||
| Q3 24 | $-11.7M | $101.8M | ||
| Q2 24 | $-32.1M | $79.5M | ||
| Q1 24 | $-16.7M | $88.6M |
| Q4 25 | -47.8% | 160.3% | ||
| Q3 25 | -64.5% | 46.6% | ||
| Q2 25 | -71.6% | 39.1% | ||
| Q1 25 | -157.7% | 42.4% | ||
| Q4 24 | -42.4% | 181.2% | ||
| Q3 24 | -14.0% | 52.6% | ||
| Q2 24 | -37.9% | 41.7% | ||
| Q1 24 | -20.3% | 45.2% |
| Q4 25 | 45.9% | 20.7% | ||
| Q3 25 | 47.2% | 6.5% | ||
| Q2 25 | 67.3% | 3.2% | ||
| Q1 25 | 68.6% | 3.0% | ||
| Q4 24 | 32.5% | 9.8% | ||
| Q3 24 | 31.1% | 2.0% | ||
| Q2 24 | 17.2% | 1.9% | ||
| Q1 24 | 15.6% | 2.7% |
| Q4 25 | — | 14.79× | ||
| Q3 25 | — | 5.44× | ||
| Q2 25 | — | 4.10× | ||
| Q1 25 | -0.71× | 6.59× | ||
| Q4 24 | — | 21.70× | ||
| Q3 24 | — | 5.65× | ||
| Q2 24 | — | 4.88× | ||
| Q1 24 | — | 1.59× |
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% |
NSA
暂无分部数据
