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FTAI Infrastructure Inc.（FIP）与全食超市（SMPL）财务数据对比。点击上方公司名可切换其他公司
全食超市的季度营收约是FTAI Infrastructure Inc.的1.8倍（$340.2M vs $188.4M），全食超市净利率更高（7.4% vs -79.7%，领先87.2%），FTAI Infrastructure Inc.同比增速更快（95.9% vs -0.3%），过去两年FTAI Infrastructure Inc.的营收复合增速更高（49.0% vs 3.0%）
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。
全食超市是总部位于美国得克萨斯州奥斯汀的跨国连锁超市，现为亚马逊全资旗下品牌。门店主打无氢化脂肪、人工色素、人工香精、防腐剂的天然食品，是美国农业部认证的有机食品零售商，以丰富的有机商品选择深受消费者欢迎。
FIP vs SMPL — 直观对比
营收规模更大
SMPL
是对方的1.8倍
$188.4M
营收增速更快
FIP
高出96.2%
-0.3%
净利率更高
SMPL
高出87.2%
-79.7%
两年增速更快
FIP
近两年复合增速
3.0%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $188.4M | $340.2M |
| 净利润 | $-150.2M | $25.3M |
| 毛利率 | — | 32.3% |
| 营业利润率 | — | 11.0% |
| 净利率 | -79.7% | 7.4% |
| 营收同比 | 95.9% | -0.3% |
| 净利润同比 | -387.6% | -33.7% |
| 每股收益（稀释后） | $-1.32 | $0.26 |
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FIPSMPL
| Q1 26 | $188.4M | — | ||
| Q4 25 | $143.5M | $340.2M | ||
| Q3 25 | $140.6M | — | ||
| Q2 25 | $122.3M | $381.0M | ||
| Q1 25 | $96.2M | — | ||
| Q4 24 | $80.8M | $341.3M | ||
| Q3 24 | $83.3M | $375.7M | ||
| Q2 24 | $84.9M | $334.8M |
净利润FIPSMPL
| Q1 26 | $-150.2M | — | ||
| Q4 25 | $-97.7M | $25.3M | ||
| Q3 25 | $-104.5M | — | ||
| Q2 25 | $-70.0M | $41.1M | ||
| Q1 25 | $120.2M | — | ||
| Q4 24 | $-124.7M | $38.1M | ||
| Q3 24 | $-43.0M | $29.3M | ||
| Q2 24 | $-48.1M | $41.3M |
毛利率FIPSMPL
| Q1 26 | — | — | ||
| Q4 25 | — | 32.3% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 36.4% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 38.2% | ||
| Q3 24 | — | 38.8% | ||
| Q2 24 | — | 39.9% |
营业利润率FIPSMPL
| Q1 26 | — | — | ||
| Q4 25 | -45.7% | 11.0% | ||
| Q3 25 | -70.8% | — | ||
| Q2 25 | -56.4% | 15.6% | ||
| Q1 25 | 81.8% | — | ||
| Q4 24 | -152.7% | 16.0% | ||
| Q3 24 | -51.7% | 12.7% | ||
| Q2 24 | -56.4% | 17.6% |
净利率FIPSMPL
| Q1 26 | -79.7% | — | ||
| Q4 25 | -68.1% | 7.4% | ||
| Q3 25 | -74.4% | — | ||
| Q2 25 | -57.2% | 10.8% | ||
| Q1 25 | 125.0% | — | ||
| Q4 24 | -154.4% | 11.2% | ||
| Q3 24 | -51.6% | 7.8% | ||
| Q2 24 | -56.7% | 12.3% |
每股收益（稀释后）FIPSMPL
| Q1 26 | $-1.32 | — | ||
| Q4 25 | $-1.04 | $0.26 | ||
| Q3 25 | $-1.38 | — | ||
| Q2 25 | $-0.73 | $0.40 | ||
| Q1 25 | $0.89 | — | ||
| Q4 24 | $-1.21 | $0.38 | ||
| Q3 24 | $-0.45 | $0.29 | ||
| Q2 24 | $-0.52 | $0.41 |
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 | $194.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-122.5K | $1.7B |
| 总资产 | $5.7B | $2.5B |
| 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FIPSMPL
| Q1 26 | $37.9M | — | ||
| Q4 25 | $57.4M | $194.1M | ||
| Q3 25 | $34.7M | — | ||
| Q2 25 | $33.6M | $98.0M | ||
| Q1 25 | $26.3M | — | ||
| Q4 24 | $27.8M | $121.8M | ||
| Q3 24 | $20.3M | $132.5M | ||
| Q2 24 | $33.1M | $208.7M |
总债务FIPSMPL
| 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 | $397.5M | ||
| Q2 24 | $1.6B | $237.7M |
股东权益FIPSMPL
| Q1 26 | $-122.5K | — | ||
| Q4 25 | $21.3M | $1.7B | ||
| Q3 25 | $181.1M | — | ||
| Q2 25 | $375.5M | $1.8B | ||
| Q1 25 | $476.2M | — | ||
| Q4 24 | $202.7M | $1.8B | ||
| Q3 24 | $370.8M | $1.7B | ||
| Q2 24 | $394.8M | $1.7B |
总资产FIPSMPL
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.7B | $2.5B | ||
| Q3 25 | $5.5B | — | ||
| Q2 25 | $4.4B | $2.4B | ||
| Q1 25 | $4.1B | — | ||
| Q4 24 | $2.4B | $2.4B | ||
| Q3 24 | $2.4B | $2.4B | ||
| Q2 24 | $2.5B | $2.2B |
负债/权益比FIPSMPL
| 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× | 0.23× | ||
| Q2 24 | 3.94× | 0.14× |
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 | $50.1M |
| 自由现金流经营现金流 - 资本支出 | — | $48.0M |
| 自由现金流率自由现金流/营收 | — | 14.1% |
| 资本支出强度资本支出/营收 | — | 0.6% |
| 现金转化率经营现金流/净利润 | — | 1.98× |
| 过去12个月自由现金流最近4个季度 | — | $223.6M |
8季度趋势，按日历期对齐
经营现金流FIPSMPL
| Q1 26 | $-69.4M | — | ||
| Q4 25 | $-2.8M | $50.1M | ||
| Q3 25 | $-24.4M | — | ||
| Q2 25 | $-5.2M | $101.1M | ||
| Q1 25 | $-85.7M | — | ||
| Q4 24 | $-8.1M | $32.0M | ||
| Q3 24 | $14.2M | $48.9M | ||
| Q2 24 | $-17.6M | $72.8M |
自由现金流FIPSMPL
| Q1 26 | — | — | ||
| Q4 25 | $-68.6M | $48.0M | ||
| Q3 25 | $-90.7M | — | ||
| Q2 25 | $-87.5M | $98.9M | ||
| Q1 25 | $-151.7M | — | ||
| Q4 24 | $-34.3M | $31.7M | ||
| Q3 24 | $-11.7M | $45.0M | ||
| Q2 24 | $-32.1M | $72.0M |
自由现金流率FIPSMPL
| Q1 26 | — | — | ||
| Q4 25 | -47.8% | 14.1% | ||
| Q3 25 | -64.5% | — | ||
| Q2 25 | -71.6% | 25.9% | ||
| Q1 25 | -157.7% | — | ||
| Q4 24 | -42.4% | 9.3% | ||
| Q3 24 | -14.0% | 12.0% | ||
| Q2 24 | -37.9% | 21.5% |
资本支出强度FIPSMPL
| Q1 26 | — | — | ||
| Q4 25 | 45.9% | 0.6% | ||
| Q3 25 | 47.2% | — | ||
| Q2 25 | 67.3% | 0.6% | ||
| Q1 25 | 68.6% | — | ||
| Q4 24 | 32.5% | 0.1% | ||
| Q3 24 | 31.1% | 1.0% | ||
| Q2 24 | 17.2% | 0.2% |
现金转化率FIPSMPL
| Q1 26 | — | — | ||
| Q4 25 | — | 1.98× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.46× | ||
| Q1 25 | -0.71× | — | ||
| Q4 24 | — | 0.84× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 1.76× |
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
SMPL
| Quest | $211.4M | 62% |
| Atkins Domain | $79.7M | 23% |
| OWYN | $28.1M | 8% |
| Other | $20.9M | 6% |
