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FTAI Infrastructure Inc.（FIP）与ROYAL GOLD INC（RGLD）财务数据对比。点击上方公司名可切换其他公司
ROYAL GOLD INC的季度营收约是FTAI Infrastructure Inc.的2.5倍（$469.1M vs $188.4M），ROYAL GOLD INC净利率更高（60.0% vs -79.7%，领先139.8%），ROYAL GOLD INC同比增速更快（142.6% vs 95.9%），过去两年ROYAL GOLD INC的营收复合增速更高（64.2% vs 49.0%）
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。
Royal Gold Inc.是全球领先的贵金属流权与特许权经营企业，收购并管理多元化的矿业项目流权、净熔炼收益特许权及相关权益，资产覆盖黄金、白银、铜等品类，业务遍及多地区，无需直接承担采矿运营风险。
FIP vs RGLD — 直观对比
营收规模更大
RGLD
是对方的2.5倍
$188.4M
营收增速更快
RGLD
高出46.7%
95.9%
净利率更高
RGLD
高出139.8%
-79.7%
两年增速更快
RGLD
近两年复合增速
49.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $188.4M | $469.1M |
| 净利润 | $-150.2M | $281.7M |
| 毛利率 | — | — |
| 营业利润率 | — | 63.3% |
| 净利率 | -79.7% | 60.0% |
| 营收同比 | 95.9% | 142.6% |
| 净利润同比 | -387.6% | 147.7% |
| 每股收益（稀释后） | $-1.32 | $3.30 |
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FIPRGLD
| Q1 26 | $188.4M | $469.1M | ||
| Q4 25 | $143.5M | $375.3M | ||
| Q3 25 | $140.6M | $252.1M | ||
| Q2 25 | $122.3M | $209.6M | ||
| Q1 25 | $96.2M | $193.4M | ||
| Q4 24 | $80.8M | $202.6M | ||
| Q3 24 | $83.3M | $193.8M | ||
| Q2 24 | $84.9M | $174.1M |
净利润FIPRGLD
| Q1 26 | $-150.2M | $281.7M | ||
| Q4 25 | $-97.7M | $93.6M | ||
| Q3 25 | $-104.5M | $126.8M | ||
| Q2 25 | $-70.0M | $132.3M | ||
| Q1 25 | $120.2M | $113.5M | ||
| Q4 24 | $-124.7M | $107.4M | ||
| Q3 24 | $-43.0M | $96.2M | ||
| Q2 24 | $-48.1M | $81.2M |
毛利率FIPRGLD
| Q1 26 | — | — | ||
| Q4 25 | — | 64.6% | ||
| Q3 25 | — | 73.6% | ||
| Q2 25 | — | 72.6% | ||
| Q1 25 | — | 69.4% | ||
| Q4 24 | — | 70.3% | ||
| Q3 24 | — | 66.6% | ||
| Q2 24 | — | 64.7% |
营业利润率FIPRGLD
| Q1 26 | — | 63.3% | ||
| Q4 25 | -45.7% | 56.2% | ||
| Q3 25 | -70.8% | 64.4% | ||
| Q2 25 | -56.4% | 67.7% | ||
| Q1 25 | 81.8% | 63.6% | ||
| Q4 24 | -152.7% | 65.9% | ||
| Q3 24 | -51.7% | 61.3% | ||
| Q2 24 | -56.4% | 58.6% |
净利率FIPRGLD
| Q1 26 | -79.7% | 60.0% | ||
| Q4 25 | -68.1% | 24.9% | ||
| Q3 25 | -74.4% | 50.3% | ||
| Q2 25 | -57.2% | 63.1% | ||
| Q1 25 | 125.0% | 58.7% | ||
| Q4 24 | -154.4% | 53.0% | ||
| Q3 24 | -51.6% | 49.7% | ||
| Q2 24 | -56.7% | 46.6% |
每股收益（稀释后）FIPRGLD
| Q1 26 | $-1.32 | $3.30 | ||
| Q4 25 | $-1.04 | $1.04 | ||
| Q3 25 | $-1.38 | $1.92 | ||
| Q2 25 | $-0.73 | $2.01 | ||
| Q1 25 | $0.89 | $1.72 | ||
| Q4 24 | $-1.21 | $1.63 | ||
| Q3 24 | $-0.45 | $1.46 | ||
| Q2 24 | $-0.52 | $1.23 |
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 | $234.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-122.5K | $7.5B |
| 总资产 | $5.7B | $9.5B |
| 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FIPRGLD
| Q1 26 | $37.9M | $234.1M | ||
| Q4 25 | $57.4M | $233.7M | ||
| Q3 25 | $34.7M | $172.8M | ||
| Q2 25 | $33.6M | $248.2M | ||
| Q1 25 | $26.3M | $240.8M | ||
| Q4 24 | $27.8M | $195.5M | ||
| Q3 24 | $20.3M | $127.9M | ||
| Q2 24 | $33.1M | $74.2M |
总债务FIPRGLD
| 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 | $0 | ||
| Q2 24 | $1.6B | $50.0M |
股东权益FIPRGLD
| Q1 26 | $-122.5K | $7.5B | ||
| Q4 25 | $21.3M | $7.2B | ||
| Q3 25 | $181.1M | $3.4B | ||
| Q2 25 | $375.5M | $3.3B | ||
| Q1 25 | $476.2M | $3.2B | ||
| Q4 24 | $202.7M | $3.1B | ||
| Q3 24 | $370.8M | $3.0B | ||
| Q2 24 | $394.8M | $3.0B |
总资产FIPRGLD
| Q1 26 | $5.7B | $9.5B | ||
| Q4 25 | $5.7B | $9.5B | ||
| Q3 25 | $5.5B | $4.5B | ||
| Q2 25 | $4.4B | $3.6B | ||
| Q1 25 | $4.1B | $3.5B | ||
| Q4 24 | $2.4B | $3.4B | ||
| Q3 24 | $2.4B | $3.3B | ||
| Q2 24 | $2.5B | $3.3B |
负债/权益比FIPRGLD
| 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× | 0.00× | ||
| Q2 24 | 3.94× | 0.02× |
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 | $293.6M |
| 自由现金流经营现金流 - 资本支出 | — | $278.9M |
| 自由现金流率自由现金流/营收 | — | 59.4% |
| 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 | — | 1.04× |
| 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FIPRGLD
| Q1 26 | $-69.4M | $293.6M | ||
| Q4 25 | $-2.8M | $241.7M | ||
| Q3 25 | $-24.4M | $174.0M | ||
| Q2 25 | $-5.2M | $152.8M | ||
| Q1 25 | $-85.7M | $136.4M | ||
| Q4 24 | $-8.1M | $141.1M | ||
| Q3 24 | $14.2M | $136.7M | ||
| Q2 24 | $-17.6M | $113.5M |
自由现金流FIPRGLD
| Q1 26 | — | $278.9M | ||
| Q4 25 | $-68.6M | — | ||
| Q3 25 | $-90.7M | — | ||
| Q2 25 | $-87.5M | — | ||
| Q1 25 | $-151.7M | — | ||
| Q4 24 | $-34.3M | — | ||
| Q3 24 | $-11.7M | — | ||
| Q2 24 | $-32.1M | — |
自由现金流率FIPRGLD
| Q1 26 | — | 59.4% | ||
| Q4 25 | -47.8% | — | ||
| Q3 25 | -64.5% | — | ||
| Q2 25 | -71.6% | — | ||
| Q1 25 | -157.7% | — | ||
| Q4 24 | -42.4% | — | ||
| Q3 24 | -14.0% | — | ||
| Q2 24 | -37.9% | — |
资本支出强度FIPRGLD
| Q1 26 | — | — | ||
| Q4 25 | 45.9% | — | ||
| Q3 25 | 47.2% | — | ||
| Q2 25 | 67.3% | — | ||
| Q1 25 | 68.6% | — | ||
| Q4 24 | 32.5% | — | ||
| Q3 24 | 31.1% | — | ||
| Q2 24 | 17.2% | — |
现金转化率FIPRGLD
| Q1 26 | — | 1.04× | ||
| Q4 25 | — | 2.58× | ||
| Q3 25 | — | 1.37× | ||
| Q2 25 | — | 1.15× | ||
| Q1 25 | -0.71× | 1.20× | ||
| Q4 24 | — | 1.31× | ||
| Q3 24 | — | 1.42× | ||
| Q2 24 | — | 1.40× |
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
RGLD
| North America | $258.0M | 55% |
| South and Central America | $110.2M | 23% |
| Europe, Middle East, Africa (EMEA) | $84.8M | 18% |
| Australia Pacific | $16.1M | 3% |
