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FTAI Infrastructure Inc.(FIP)与SL GREEN REALTY CORP(SLG)财务数据对比。点击上方公司名可切换其他公司
SL GREEN REALTY CORP的季度营收约是FTAI Infrastructure Inc.的1.5倍($276.5M vs $188.4M),SL GREEN REALTY CORP净利率更高(-36.5% vs -79.7%,领先43.3%),FTAI Infrastructure Inc.同比增速更快(95.9% vs 12.4%),过去两年FTAI Infrastructure Inc.的营收复合增速更高(49.0% vs 21.3%)
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。
SL Green Realty Corp是一家房地产投资信托企业,核心业务为投资纽约市的写字楼与商业中心,被誉为“纽约市最大的写字楼业主”。截至2024年12月31日,公司持有39处物业的权益,总面积达2529.7万平方英尺,资产主要分布在曼哈顿区域。
FIP vs SLG — 直观对比
营收规模更大
SLG
是对方的1.5倍
$188.4M
营收增速更快
FIP
高出83.4%
12.4%
净利率更高
SLG
高出43.3%
-79.7%
两年增速更快
FIP
近两年复合增速
21.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $188.4M | $276.5M |
| 净利润 | $-150.2M | $-100.8M |
| 毛利率 | — | — |
| 营业利润率 | — | 64.2% |
| 净利率 | -79.7% | -36.5% |
| 营收同比 | 95.9% | 12.4% |
| 净利润同比 | -387.6% | -870.0% |
| 每股收益(稀释后) | $-1.32 | $-1.49 |
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
FIP
SLG
| Q1 26 | $188.4M | — | ||
| Q4 25 | $143.5M | $276.5M | ||
| Q3 25 | $140.6M | $244.8M | ||
| Q2 25 | $122.3M | $241.9M | ||
| Q1 25 | $96.2M | $239.8M | ||
| Q4 24 | $80.8M | $245.9M | ||
| Q3 24 | $83.3M | $229.7M | ||
| Q2 24 | $84.9M | $222.8M |
净利润
FIP
SLG
| Q1 26 | $-150.2M | — | ||
| Q4 25 | $-97.7M | $-100.8M | ||
| Q3 25 | $-104.5M | $28.6M | ||
| Q2 25 | $-70.0M | $-7.4M | ||
| Q1 25 | $120.2M | $-17.3M | ||
| Q4 24 | $-124.7M | $19.1M | ||
| Q3 24 | $-43.0M | $-9.5M | ||
| Q2 24 | $-48.1M | $1.6M |
营业利润率
FIP
SLG
| Q1 26 | — | — | ||
| Q4 25 | -45.7% | 64.2% | ||
| Q3 25 | -70.8% | 85.5% | ||
| Q2 25 | -56.4% | 53.4% | ||
| Q1 25 | 81.8% | 56.7% | ||
| Q4 24 | -152.7% | 59.8% | ||
| Q3 24 | -51.7% | 65.1% | ||
| Q2 24 | -56.4% | 79.2% |
净利率
FIP
SLG
| Q1 26 | -79.7% | — | ||
| Q4 25 | -68.1% | -36.5% | ||
| Q3 25 | -74.4% | 11.7% | ||
| Q2 25 | -57.2% | -3.0% | ||
| Q1 25 | 125.0% | -7.2% | ||
| Q4 24 | -154.4% | 7.8% | ||
| Q3 24 | -51.6% | -4.2% | ||
| Q2 24 | -56.7% | 0.7% |
每股收益(稀释后)
FIP
SLG
| Q1 26 | $-1.32 | — | ||
| Q4 25 | $-1.04 | $-1.49 | ||
| Q3 25 | $-1.38 | $0.34 | ||
| Q2 25 | $-0.73 | $-0.16 | ||
| Q1 25 | $0.89 | $-0.30 | ||
| Q4 24 | $-1.21 | $0.13 | ||
| Q3 24 | $-0.45 | $-0.21 | ||
| Q2 24 | $-0.52 | $-0.04 |
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 | $155.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-122.5K | $3.7B |
| 总资产 | $5.7B | $11.1B |
| 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
FIP
SLG
| Q1 26 | $37.9M | — | ||
| Q4 25 | $57.4M | $155.7M | ||
| Q3 25 | $34.7M | $187.0M | ||
| Q2 25 | $33.6M | $182.9M | ||
| Q1 25 | $26.3M | $180.1M | ||
| Q4 24 | $27.8M | $184.3M | ||
| Q3 24 | $20.3M | $188.2M | ||
| Q2 24 | $33.1M | $199.5M |
总债务
FIP
SLG
| 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 | — | ||
| Q2 24 | $1.6B | — |
股东权益
FIP
SLG
| Q1 26 | $-122.5K | — | ||
| Q4 25 | $21.3M | $3.7B | ||
| Q3 25 | $181.1M | $3.8B | ||
| Q2 25 | $375.5M | $3.8B | ||
| Q1 25 | $476.2M | $3.8B | ||
| Q4 24 | $202.7M | $4.0B | ||
| Q3 24 | $370.8M | $3.6B | ||
| Q2 24 | $394.8M | $3.7B |
总资产
FIP
SLG
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.7B | $11.1B | ||
| Q3 25 | $5.5B | $11.1B | ||
| Q2 25 | $4.4B | $11.3B | ||
| Q1 25 | $4.1B | $11.4B | ||
| Q4 24 | $2.4B | $10.5B | ||
| Q3 24 | $2.4B | $10.2B | ||
| Q2 24 | $2.5B | $9.5B |
负债/权益比
FIP
SLG
| 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× | — | ||
| 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 | $82.9M |
| 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
FIP
SLG
| Q1 26 | $-69.4M | — | ||
| Q4 25 | $-2.8M | $82.9M | ||
| Q3 25 | $-24.4M | $-6.8M | ||
| Q2 25 | $-5.2M | $54.5M | ||
| Q1 25 | $-85.7M | $6.7M | ||
| Q4 24 | $-8.1M | $129.6M | ||
| Q3 24 | $14.2M | $16.7M | ||
| Q2 24 | $-17.6M | $79.4M |
自由现金流
FIP
SLG
| Q1 26 | — | — | ||
| 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
FIP
SLG
| Q1 26 | — | — | ||
| 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
FIP
SLG
| 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
FIP
SLG
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | -0.24× | ||
| Q2 25 | — | — | ||
| Q1 25 | -0.71× | — | ||
| Q4 24 | — | 6.77× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 50.33× |
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
SLG
| Real Estate Segment | $223.1M | 81% |
| Other | $35.9M | 13% |
| Debt And Preferred Equity Segment | $17.4M | 6% |