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FTAI Infrastructure Inc.（FIP）与RENASANT CORP（RNST）财务数据对比。点击上方公司名可切换其他公司
RENASANT CORP的季度营收约是FTAI Infrastructure Inc.的1.9倍（$273.8M vs $143.5M），RENASANT CORP净利率更高（32.2% vs -68.1%，领先100.3%），过去两年FTAI Infrastructure Inc.的营收复合增速更高（31.9% vs 29.3%）
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。
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FIP vs RNST — 直观对比
营收规模更大
RNST
是对方的1.9倍
$143.5M
净利率更高
RNST
高出100.3%
-68.1%
两年增速更快
FIP
近两年复合增速
29.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $143.5M | $273.8M |
| 净利润 | $-97.7M | $88.2M |
| 毛利率 | — | — |
| 营业利润率 | -45.7% | — |
| 净利率 | -68.1% | 32.2% |
| 营收同比 | 77.7% | — |
| 净利润同比 | 21.6% | 112.5% |
| 每股收益（稀释后） | $-1.04 | $0.94 |
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FIPRNST
| Q1 26 | — | $273.8M | ||
| Q4 25 | $143.5M | $278.4M | ||
| Q3 25 | $140.6M | $269.5M | ||
| Q2 25 | $122.3M | $267.2M | ||
| Q1 25 | $96.2M | $170.7M | ||
| Q4 24 | $80.8M | $167.1M | ||
| Q3 24 | $83.3M | $220.3M | ||
| Q2 24 | $84.9M | $163.8M |
净利润FIPRNST
| Q1 26 | — | $88.2M | ||
| Q4 25 | $-97.7M | $78.9M | ||
| Q3 25 | $-104.5M | $59.8M | ||
| Q2 25 | $-70.0M | $1.0M | ||
| Q1 25 | $120.2M | $41.5M | ||
| Q4 24 | $-124.7M | $44.7M | ||
| Q3 24 | $-43.0M | $72.5M | ||
| Q2 24 | $-48.1M | $38.8M |
营业利润率FIPRNST
| Q1 26 | — | — | ||
| Q4 25 | -45.7% | 34.8% | ||
| Q3 25 | -70.8% | 27.9% | ||
| Q2 25 | -56.4% | 1.0% | ||
| Q1 25 | 81.8% | 30.4% | ||
| Q4 24 | -152.7% | 29.8% | ||
| Q3 24 | -51.7% | 44.2% | ||
| Q2 24 | -56.4% | 29.6% |
净利率FIPRNST
| Q1 26 | — | 32.2% | ||
| Q4 25 | -68.1% | 28.4% | ||
| Q3 25 | -74.4% | 22.2% | ||
| Q2 25 | -57.2% | 0.4% | ||
| Q1 25 | 125.0% | 24.3% | ||
| Q4 24 | -154.4% | 26.8% | ||
| Q3 24 | -51.6% | 32.9% | ||
| Q2 24 | -56.7% | 23.7% |
每股收益（稀释后）FIPRNST
| Q1 26 | — | $0.94 | ||
| Q4 25 | $-1.04 | $0.78 | ||
| Q3 25 | $-1.38 | $0.63 | ||
| Q2 25 | $-0.73 | $0.01 | ||
| Q1 25 | $0.89 | $0.65 | ||
| Q4 24 | $-1.21 | $0.70 | ||
| Q3 24 | $-0.45 | $1.18 | ||
| Q2 24 | $-0.52 | $0.69 |
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 | $1.2B |
| 总债务越低越好 | $3.8B | $806.2M |
| 股东权益账面价值 | $21.3M | $3.9B |
| 总资产 | $5.7B | $27.1B |
| 负债/权益比越低杠杆越低 | 176.99× | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资FIPRNST
| Q1 26 | — | $1.2B | ||
| Q4 25 | $57.4M | $1.1B | ||
| Q3 25 | $34.7M | $1.1B | ||
| Q2 25 | $33.6M | $1.4B | ||
| Q1 25 | $26.3M | $1.1B | ||
| Q4 24 | $27.8M | $1.1B | ||
| Q3 24 | $20.3M | $1.3B | ||
| Q2 24 | $33.1M | $851.9M |
总债务FIPRNST
| Q1 26 | — | $806.2M | ||
| Q4 25 | $3.8B | $499.8M | ||
| Q3 25 | $3.7B | $558.9M | ||
| Q2 25 | $3.1B | $557.0M | ||
| Q1 25 | $2.8B | $433.3M | ||
| Q4 24 | $1.6B | $430.6M | ||
| Q3 24 | $1.5B | $433.2M | ||
| Q2 24 | $1.6B | $428.7M |
股东权益FIPRNST
| Q1 26 | — | $3.9B | ||
| Q4 25 | $21.3M | $3.9B | ||
| Q3 25 | $181.1M | $3.8B | ||
| Q2 25 | $375.5M | $3.8B | ||
| Q1 25 | $476.2M | $2.7B | ||
| Q4 24 | $202.7M | $2.7B | ||
| Q3 24 | $370.8M | $2.7B | ||
| Q2 24 | $394.8M | $2.4B |
总资产FIPRNST
| Q1 26 | — | $27.1B | ||
| Q4 25 | $5.7B | $26.8B | ||
| Q3 25 | $5.5B | $26.7B | ||
| Q2 25 | $4.4B | $26.6B | ||
| Q1 25 | $4.1B | $18.3B | ||
| Q4 24 | $2.4B | $18.0B | ||
| Q3 24 | $2.4B | $18.0B | ||
| Q2 24 | $2.5B | $17.5B |
负债/权益比FIPRNST
| Q1 26 | — | 0.21× | ||
| Q4 25 | 176.99× | 0.13× | ||
| Q3 25 | 20.59× | 0.15× | ||
| Q2 25 | 8.21× | 0.15× | ||
| Q1 25 | 5.79× | 0.16× | ||
| Q4 24 | 7.84× | 0.16× | ||
| Q3 24 | 4.14× | 0.16× | ||
| Q2 24 | 3.94× | 0.18× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $-68.6M | — |
| 自由现金流率自由现金流/营收 | -47.8% | — |
| 资本支出强度资本支出/营收 | 45.9% | — |
| 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 | $-398.5M | — |
8季度趋势，按日历期对齐
经营现金流FIPRNST
| Q1 26 | — | — | ||
| Q4 25 | $-2.8M | $271.5M | ||
| Q3 25 | $-24.4M | $135.5M | ||
| Q2 25 | $-5.2M | $-77.3M | ||
| Q1 25 | $-85.7M | $106.2M | ||
| Q4 24 | $-8.1M | $106.4M | ||
| Q3 24 | $14.2M | $-1.7M | ||
| Q2 24 | $-17.6M | $-49.1M |
自由现金流FIPRNST
| Q1 26 | — | — | ||
| Q4 25 | $-68.6M | $237.8M | ||
| Q3 25 | $-90.7M | $120.1M | ||
| Q2 25 | $-87.5M | $-87.5M | ||
| Q1 25 | $-151.7M | $101.3M | ||
| Q4 24 | $-34.3M | $92.8M | ||
| Q3 24 | $-11.7M | $-5.3M | ||
| Q2 24 | $-32.1M | $-52.6M |
自由现金流率FIPRNST
| Q1 26 | — | — | ||
| Q4 25 | -47.8% | 85.4% | ||
| Q3 25 | -64.5% | 44.6% | ||
| Q2 25 | -71.6% | -32.7% | ||
| Q1 25 | -157.7% | 59.4% | ||
| Q4 24 | -42.4% | 55.5% | ||
| Q3 24 | -14.0% | -2.4% | ||
| Q2 24 | -37.9% | -32.1% |
资本支出强度FIPRNST
| Q1 26 | — | — | ||
| Q4 25 | 45.9% | 12.1% | ||
| Q3 25 | 47.2% | 5.7% | ||
| Q2 25 | 67.3% | 3.8% | ||
| Q1 25 | 68.6% | 2.8% | ||
| Q4 24 | 32.5% | 8.2% | ||
| Q3 24 | 31.1% | 1.6% | ||
| Q2 24 | 17.2% | 2.1% |
现金转化率FIPRNST
| Q1 26 | — | — | ||
| Q4 25 | — | 3.44× | ||
| Q3 25 | — | 2.27× | ||
| Q2 25 | — | -75.92× | ||
| Q1 25 | -0.71× | 2.56× | ||
| Q4 24 | — | 2.38× | ||
| Q3 24 | — | -0.02× | ||
| Q2 24 | — | -1.26× |
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% |
RNST
| Net Interest Income | $223.6M | 82% |
| Noninterest Income | $50.3M | 18% |
