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FTAI Infrastructure Inc.（FIP）与Porch Group, Inc.（PRCH）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Porch Group, Inc.的1.6倍（$188.4M vs $121.1M），Porch Group, Inc.净利率更高（-3.9% vs -79.7%，领先75.8%），Porch Group, Inc.同比增速更快（100.0% vs 95.9%），过去两年FTAI Infrastructure Inc.的营收复合增速更高（49.0% vs 26.4%）
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。
Porch Group是一家面向屋主的家居改造服务平台，致力于连接屋主与当地的家居装修承包商。平台不仅提供超过160种家居装修项目的在线预约服务，还涵盖专业建议文章与装修成本指南，帮助屋主便捷规划各类家装工程。
FIP vs PRCH — 直观对比
营收规模更大
FIP
是对方的1.6倍
$121.1M
营收增速更快
PRCH
高出4.1%
95.9%
净利率更高
PRCH
高出75.8%
-79.7%
两年增速更快
FIP
近两年复合增速
26.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $188.4M | $121.1M |
| 净利润 | $-150.2M | $-4.7M |
| 毛利率 | — | 52.7% |
| 营业利润率 | — | 34.7% |
| 净利率 | -79.7% | -3.9% |
| 营收同比 | 95.9% | 100.0% |
| 净利润同比 | -387.6% | 2.0% |
| 每股收益（稀释后） | $-1.32 | $-0.04 |
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FIPPRCH
| Q1 26 | $188.4M | $121.1M | ||
| Q4 25 | $143.5M | $112.3M | ||
| Q3 25 | $140.6M | $115.1M | ||
| Q2 25 | $122.3M | $107.0M | ||
| Q1 25 | $96.2M | $84.5M | ||
| Q4 24 | $80.8M | $75.3M | ||
| Q3 24 | $83.3M | $77.7M | ||
| Q2 24 | $84.9M | $75.9M |
净利润FIPPRCH
| Q1 26 | $-150.2M | $-4.7M | ||
| Q4 25 | $-97.7M | $-3.5M | ||
| Q3 25 | $-104.5M | $-10.9M | ||
| Q2 25 | $-70.0M | $2.6M | ||
| Q1 25 | $120.2M | $8.4M | ||
| Q4 24 | $-124.7M | $30.5M | ||
| Q3 24 | $-43.0M | $14.4M | ||
| Q2 24 | $-48.1M | $-64.3M |
毛利率FIPPRCH
| Q1 26 | — | 52.7% | ||
| Q4 25 | — | 99.5% | ||
| Q3 25 | — | 75.6% | ||
| Q2 25 | — | 70.9% | ||
| Q1 25 | — | 77.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 79.4% | ||
| Q2 24 | — | 22.1% |
营业利润率FIPPRCH
| Q1 26 | — | 34.7% | ||
| Q4 25 | -45.7% | 14.7% | ||
| Q3 25 | -70.8% | 14.2% | ||
| Q2 25 | -56.4% | 4.7% | ||
| Q1 25 | 81.8% | -1.5% | ||
| Q4 24 | -152.7% | 33.3% | ||
| Q3 24 | -51.7% | -3.2% | ||
| Q2 24 | -56.4% | -69.2% |
净利率FIPPRCH
| Q1 26 | -79.7% | -3.9% | ||
| Q4 25 | -68.1% | -3.1% | ||
| Q3 25 | -74.4% | -9.4% | ||
| Q2 25 | -57.2% | 2.4% | ||
| Q1 25 | 125.0% | 9.9% | ||
| Q4 24 | -154.4% | 40.5% | ||
| Q3 24 | -51.6% | 18.5% | ||
| Q2 24 | -56.7% | -84.8% |
每股收益（稀释后）FIPPRCH
| Q1 26 | $-1.32 | $-0.04 | ||
| Q4 25 | $-1.04 | $0.00 | ||
| Q3 25 | $-1.38 | $-0.10 | ||
| Q2 25 | $-0.73 | $0.00 | ||
| Q1 25 | $0.89 | $0.07 | ||
| Q4 24 | $-1.21 | $0.34 | ||
| Q3 24 | $-0.45 | $0.12 | ||
| Q2 24 | $-0.52 | $-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 | $37.9M | $68.4M |
| 总债务越低越好 | — | $391.3M |
| 股东权益账面价值 | $-122.5K | $26.3M |
| 总资产 | $5.7B | $806.6M |
| 负债/权益比越低杠杆越低 | — | 14.87× |
8季度趋势，按日历期对齐
现金及短期投资FIPPRCH
| Q1 26 | $37.9M | $68.4M | ||
| Q4 25 | $57.4M | $57.3M | ||
| Q3 25 | $34.7M | $85.0M | ||
| Q2 25 | $33.6M | $79.8M | ||
| Q1 25 | $26.3M | $70.4M | ||
| Q4 24 | $27.8M | $191.7M | ||
| Q3 24 | $20.3M | $238.6M | ||
| Q2 24 | $33.1M | $308.4M |
总债务FIPPRCH
| Q1 26 | — | $391.3M | ||
| Q4 25 | $3.8B | $392.8M | ||
| Q3 25 | $3.7B | $387.1M | ||
| Q2 25 | $3.1B | $394.1M | ||
| Q1 25 | $2.8B | $409.2M | ||
| Q4 24 | $1.6B | $403.9M | ||
| Q3 24 | $1.5B | $399.0M | ||
| Q2 24 | $1.6B | $436.8M |
股东权益FIPPRCH
| Q1 26 | $-122.5K | $26.3M | ||
| Q4 25 | $21.3M | $-24.6M | ||
| Q3 25 | $181.1M | $-27.9M | ||
| Q2 25 | $375.5M | $-29.3M | ||
| Q1 25 | $476.2M | $-52.4M | ||
| Q4 24 | $202.7M | $-43.2M | ||
| Q3 24 | $370.8M | $-77.0M | ||
| Q2 24 | $394.8M | $-101.9M |
总资产FIPPRCH
| Q1 26 | $5.7B | $806.6M | ||
| Q4 25 | $5.7B | $797.4M | ||
| Q3 25 | $5.5B | $787.7M | ||
| Q2 25 | $4.4B | $770.7M | ||
| Q1 25 | $4.1B | $802.3M | ||
| Q4 24 | $2.4B | $814.0M | ||
| Q3 24 | $2.4B | $867.3M | ||
| Q2 24 | $2.5B | $876.1M |
负债/权益比FIPPRCH
| Q1 26 | — | 14.87× | ||
| 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FIPPRCH
| Q1 26 | $-69.4M | — | ||
| Q4 25 | $-2.8M | $1.2M | ||
| Q3 25 | $-24.4M | $40.8M | ||
| Q2 25 | $-5.2M | $35.6M | ||
| Q1 25 | $-85.7M | $-11.2M | ||
| Q4 24 | $-8.1M | $-26.6M | ||
| Q3 24 | $14.2M | $12.4M | ||
| Q2 24 | $-17.6M | $-26.0M |
自由现金流FIPPRCH
| Q1 26 | — | — | ||
| Q4 25 | $-68.6M | $1.1M | ||
| Q3 25 | $-90.7M | $40.7M | ||
| Q2 25 | $-87.5M | $35.4M | ||
| Q1 25 | $-151.7M | $-11.2M | ||
| Q4 24 | $-34.3M | $-26.8M | ||
| Q3 24 | $-11.7M | $12.2M | ||
| Q2 24 | $-32.1M | $-26.0M |
自由现金流率FIPPRCH
| Q1 26 | — | — | ||
| Q4 25 | -47.8% | 1.0% | ||
| Q3 25 | -64.5% | 35.4% | ||
| Q2 25 | -71.6% | 33.0% | ||
| Q1 25 | -157.7% | -13.3% | ||
| Q4 24 | -42.4% | -35.6% | ||
| Q3 24 | -14.0% | 15.7% | ||
| Q2 24 | -37.9% | -34.3% |
资本支出强度FIPPRCH
| Q1 26 | — | — | ||
| Q4 25 | 45.9% | 0.1% | ||
| Q3 25 | 47.2% | 0.1% | ||
| Q2 25 | 67.3% | 0.2% | ||
| Q1 25 | 68.6% | 0.1% | ||
| Q4 24 | 32.5% | 0.3% | ||
| Q3 24 | 31.1% | 0.3% | ||
| Q2 24 | 17.2% | 0.1% |
现金转化率FIPPRCH
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 13.79× | ||
| Q1 25 | -0.71× | -1.33× | ||
| Q4 24 | — | -0.87× | ||
| Q3 24 | — | 0.86× | ||
| Q2 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
