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FTAI Infrastructure Inc.（FIP）与RLJ Lodging Trust（RLJ）财务数据对比。点击上方公司名可切换其他公司
RLJ Lodging Trust的季度营收约是FTAI Infrastructure Inc.的1.8倍（$340.0M vs $188.4M），RLJ Lodging Trust净利率更高（-1.9% vs -79.7%，领先77.8%），FTAI Infrastructure Inc.同比增速更快（95.9% vs 3.6%），过去两年FTAI Infrastructure Inc.的营收复合增速更高（49.0% vs -4.1%）
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。
RLJ集团是美国企业家罗伯特·路易斯·约翰逊创办的资产管理企业。约翰逊在2001年出售自己一手创立的黑人娱乐电视台后，于马里兰州贝塞斯达成立了这家公司。集团业务覆盖酒店不动产投资、私募股权投资、金融服务、资产管理、保险、汽车经销、文体娱乐以及电子彩票 gaming 等多个领域，总部设于贝塞斯达。
FIP vs RLJ — 直观对比
营收规模更大
RLJ
是对方的1.8倍
$188.4M
营收增速更快
FIP
高出92.3%
3.6%
净利率更高
RLJ
高出77.8%
-79.7%
两年增速更快
FIP
近两年复合增速
-4.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $188.4M | $340.0M |
| 净利润 | $-150.2M | $-6.4M |
| 毛利率 | — | — |
| 营业利润率 | — | 8.2% |
| 净利率 | -79.7% | -1.9% |
| 营收同比 | 95.9% | 3.6% |
| 净利润同比 | -387.6% | — |
| 每股收益（稀释后） | $-1.32 | — |
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FIPRLJ
| Q1 26 | $188.4M | $340.0M | ||
| Q4 25 | $143.5M | $328.6M | ||
| Q3 25 | $140.6M | $330.0M | ||
| Q2 25 | $122.3M | $363.1M | ||
| Q1 25 | $96.2M | $328.1M | ||
| Q4 24 | $80.8M | $330.0M | ||
| Q3 24 | $83.3M | $345.7M | ||
| Q2 24 | $84.9M | $369.3M |
净利润FIPRLJ
| Q1 26 | $-150.2M | $-6.4M | ||
| Q4 25 | $-97.7M | $430.0K | ||
| Q3 25 | $-104.5M | $-3.7M | ||
| Q2 25 | $-70.0M | $28.5M | ||
| Q1 25 | $120.2M | $3.4M | ||
| Q4 24 | $-124.7M | $5.4M | ||
| Q3 24 | $-43.0M | $20.6M | ||
| Q2 24 | $-48.1M | $37.1M |
营业利润率FIPRLJ
| Q1 26 | — | 8.2% | ||
| Q4 25 | -45.7% | 0.2% | ||
| Q3 25 | -70.8% | -1.0% | ||
| Q2 25 | -56.4% | 8.0% | ||
| Q1 25 | 81.8% | 1.1% | ||
| Q4 24 | -152.7% | 1.8% | ||
| Q3 24 | -51.7% | 6.1% | ||
| Q2 24 | -56.4% | 10.2% |
净利率FIPRLJ
| Q1 26 | -79.7% | -1.9% | ||
| Q4 25 | -68.1% | 0.1% | ||
| Q3 25 | -74.4% | -1.1% | ||
| Q2 25 | -57.2% | 7.8% | ||
| Q1 25 | 125.0% | 1.0% | ||
| Q4 24 | -154.4% | 1.6% | ||
| Q3 24 | -51.6% | 6.0% | ||
| Q2 24 | -56.7% | 10.0% |
每股收益（稀释后）FIPRLJ
| Q1 26 | $-1.32 | — | ||
| Q4 25 | $-1.04 | $-0.05 | ||
| Q3 25 | $-1.38 | $-0.07 | ||
| Q2 25 | $-0.73 | $0.15 | ||
| Q1 25 | $0.89 | $-0.02 | ||
| Q4 24 | $-1.21 | $-0.01 | ||
| Q3 24 | $-0.45 | $0.09 | ||
| Q2 24 | $-0.52 | $0.20 |
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 | $353.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-122.5K | $2.1B |
| 总资产 | $5.7B | $4.7B |
| 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FIPRLJ
| Q1 26 | $37.9M | $353.1M | ||
| Q4 25 | $57.4M | $410.2M | ||
| Q3 25 | $34.7M | $374.8M | ||
| Q2 25 | $33.6M | $373.9M | ||
| Q1 25 | $26.3M | $347.5M | ||
| Q4 24 | $27.8M | $409.8M | ||
| Q3 24 | $20.3M | $385.4M | ||
| Q2 24 | $33.1M | $371.1M |
总债务FIPRLJ
| Q1 26 | — | — | ||
| Q4 25 | $3.8B | $2.2B | ||
| Q3 25 | $3.7B | $2.2B | ||
| Q2 25 | $3.1B | $2.2B | ||
| Q1 25 | $2.8B | $2.2B | ||
| Q4 24 | $1.6B | $2.2B | ||
| Q3 24 | $1.5B | $2.2B | ||
| Q2 24 | $1.6B | $2.2B |
股东权益FIPRLJ
| Q1 26 | $-122.5K | $2.1B | ||
| Q4 25 | $21.3M | $2.2B | ||
| Q3 25 | $181.1M | $2.2B | ||
| Q2 25 | $375.5M | $2.2B | ||
| Q1 25 | $476.2M | $2.2B | ||
| Q4 24 | $202.7M | $2.3B | ||
| Q3 24 | $370.8M | $2.3B | ||
| Q2 24 | $394.8M | $2.3B |
总资产FIPRLJ
| Q1 26 | $5.7B | $4.7B | ||
| Q4 25 | $5.7B | $4.7B | ||
| Q3 25 | $5.5B | $4.8B | ||
| Q2 25 | $4.4B | $4.8B | ||
| Q1 25 | $4.1B | $4.8B | ||
| Q4 24 | $2.4B | $4.9B | ||
| Q3 24 | $2.4B | $4.9B | ||
| Q2 24 | $2.5B | $4.9B |
负债/权益比FIPRLJ
| Q1 26 | — | — | ||
| Q4 25 | 176.99× | 1.01× | ||
| Q3 25 | 20.59× | 1.01× | ||
| Q2 25 | 8.21× | 1.00× | ||
| Q1 25 | 5.79× | 0.99× | ||
| Q4 24 | 7.84× | 0.97× | ||
| Q3 24 | 4.14× | 0.96× | ||
| Q2 24 | 3.94× | 0.95× |
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FIPRLJ
| Q1 26 | $-69.4M | — | ||
| Q4 25 | $-2.8M | $243.8M | ||
| Q3 25 | $-24.4M | $63.3M | ||
| Q2 25 | $-5.2M | $101.3M | ||
| Q1 25 | $-85.7M | $16.3M | ||
| Q4 24 | $-8.1M | $285.4M | ||
| Q3 24 | $14.2M | $80.1M | ||
| Q2 24 | $-17.6M | $113.5M |
自由现金流FIPRLJ
| Q1 26 | — | — | ||
| Q4 25 | $-68.6M | $117.4M | ||
| Q3 25 | $-90.7M | $33.6M | ||
| Q2 25 | $-87.5M | $66.1M | ||
| Q1 25 | $-151.7M | $-30.5M | ||
| Q4 24 | $-34.3M | $148.9M | ||
| Q3 24 | $-11.7M | $45.4M | ||
| Q2 24 | $-32.1M | $74.9M |
自由现金流率FIPRLJ
| Q1 26 | — | — | ||
| Q4 25 | -47.8% | 35.7% | ||
| Q3 25 | -64.5% | 10.2% | ||
| Q2 25 | -71.6% | 18.2% | ||
| Q1 25 | -157.7% | -9.3% | ||
| Q4 24 | -42.4% | 45.1% | ||
| Q3 24 | -14.0% | 13.1% | ||
| Q2 24 | -37.9% | 20.3% |
资本支出强度FIPRLJ
| Q1 26 | — | — | ||
| Q4 25 | 45.9% | 38.5% | ||
| Q3 25 | 47.2% | 9.0% | ||
| Q2 25 | 67.3% | 9.7% | ||
| Q1 25 | 68.6% | 14.3% | ||
| Q4 24 | 32.5% | 41.4% | ||
| Q3 24 | 31.1% | 10.0% | ||
| Q2 24 | 17.2% | 10.4% |
现金转化率FIPRLJ
| Q1 26 | — | — | ||
| Q4 25 | — | 566.97× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 3.56× | ||
| Q1 25 | -0.71× | 4.85× | ||
| Q4 24 | — | 53.09× | ||
| Q3 24 | — | 3.89× | ||
| Q2 24 | — | 3.06× |
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
RLJ
| Room revenue | $275.3M | 81% |
| Food and beverage revenue | $39.7M | 12% |
| Other revenue | $25.0M | 7% |
