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FTAI Infrastructure Inc.（FIP）与Tempus AI, Inc.（TEM）财务数据对比。点击上方公司名可切换其他公司
Tempus AI, Inc.的季度营收约是FTAI Infrastructure Inc.的1.9倍（$367.2M vs $188.4M），Tempus AI, Inc.净利率更高（-14.8% vs -79.7%，领先65.0%），FTAI Infrastructure Inc.同比增速更快（95.9% vs 83.0%），过去两年Tempus AI, Inc.的营收复合增速更高（58.7% 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。
Tempus AI是2015年由埃里克·莱夫科夫斯基在美国伊利诺伊州芝加哥创立的医疗科技企业，创立契机源于其妻子确诊乳腺癌。公司依托数据与人工智能技术，为肿瘤、心脏病、放射医学、抑郁症等领域提供包含诊断在内的精准医疗服务，2024年6月14日于纳斯达克上市，股票代码为TEM。
FIP vs TEM — 直观对比
营收规模更大
TEM
是对方的1.9倍
$188.4M
营收增速更快
FIP
高出12.9%
83.0%
净利率更高
TEM
高出65.0%
-79.7%
两年增速更快
TEM
近两年复合增速
49.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $188.4M | $367.2M |
| 净利润 | $-150.2M | $-54.2M |
| 毛利率 | — | — |
| 营业利润率 | — | -16.7% |
| 净利率 | -79.7% | -14.8% |
| 营收同比 | 95.9% | 83.0% |
| 净利润同比 | -387.6% | -316.2% |
| 每股收益（稀释后） | $-1.32 | $-0.30 |
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FIPTEM
| Q1 26 | $188.4M | — | ||
| Q4 25 | $143.5M | $367.2M | ||
| Q3 25 | $140.6M | $334.2M | ||
| Q2 25 | $122.3M | $314.6M | ||
| Q1 25 | $96.2M | $255.7M | ||
| Q4 24 | $80.8M | $200.7M | ||
| Q3 24 | $83.3M | $180.9M | ||
| Q2 24 | $84.9M | $166.0M |
净利润FIPTEM
| Q1 26 | $-150.2M | — | ||
| Q4 25 | $-97.7M | $-54.2M | ||
| Q3 25 | $-104.5M | $-80.0M | ||
| Q2 25 | $-70.0M | $-42.8M | ||
| Q1 25 | $120.2M | $-68.0M | ||
| Q4 24 | $-124.7M | $-13.0M | ||
| Q3 24 | $-43.0M | $-75.8M | ||
| Q2 24 | $-48.1M | $-552.2M |
营业利润率FIPTEM
| Q1 26 | — | — | ||
| Q4 25 | -45.7% | -16.7% | ||
| Q3 25 | -70.8% | -18.3% | ||
| Q2 25 | -56.4% | -19.6% | ||
| Q1 25 | 81.8% | -26.9% | ||
| Q4 24 | -152.7% | -25.3% | ||
| Q3 24 | -51.7% | -29.6% | ||
| Q2 24 | -56.4% | -321.4% |
净利率FIPTEM
| Q1 26 | -79.7% | — | ||
| Q4 25 | -68.1% | -14.8% | ||
| Q3 25 | -74.4% | -23.9% | ||
| Q2 25 | -57.2% | -13.6% | ||
| Q1 25 | 125.0% | -26.6% | ||
| Q4 24 | -154.4% | -6.5% | ||
| Q3 24 | -51.6% | -41.9% | ||
| Q2 24 | -56.7% | -332.7% |
每股收益（稀释后）FIPTEM
| Q1 26 | $-1.32 | — | ||
| Q4 25 | $-1.04 | $-0.30 | ||
| Q3 25 | $-1.38 | $-0.46 | ||
| Q2 25 | $-0.73 | $-0.25 | ||
| Q1 25 | $0.89 | $-0.40 | ||
| Q4 24 | $-1.21 | $2.56 | ||
| Q3 24 | $-0.45 | $-0.46 | ||
| Q2 24 | $-0.52 | $-6.86 |
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 | $604.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-122.5K | $491.3M |
| 总资产 | $5.7B | $2.3B |
| 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FIPTEM
| Q1 26 | $37.9M | — | ||
| Q4 25 | $57.4M | $604.8M | ||
| Q3 25 | $34.7M | $655.9M | ||
| Q2 25 | $33.6M | $186.3M | ||
| Q1 25 | $26.3M | $151.6M | ||
| Q4 24 | $27.8M | $341.0M | ||
| Q3 24 | $20.3M | $388.0M | ||
| Q2 24 | $33.1M | $478.8M |
总债务FIPTEM
| 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FIPTEM
| Q1 26 | $-122.5K | — | ||
| Q4 25 | $21.3M | $491.3M | ||
| Q3 25 | $181.1M | $507.8M | ||
| Q2 25 | $375.5M | $309.6M | ||
| Q1 25 | $476.2M | $326.2M | ||
| Q4 24 | $202.7M | $56.3M | ||
| Q3 24 | $370.8M | $53.7M | ||
| Q2 24 | $394.8M | $98.3M |
总资产FIPTEM
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.7B | $2.3B | ||
| Q3 25 | $5.5B | $2.3B | ||
| Q2 25 | $4.4B | $1.6B | ||
| Q1 25 | $4.1B | $1.5B | ||
| Q4 24 | $2.4B | $926.1M | ||
| Q3 24 | $2.4B | $971.7M | ||
| Q2 24 | $2.5B | $864.6M |
负债/权益比FIPTEM
| 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 | $-36.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-41.5M |
| 自由现金流率自由现金流/营收 | — | -11.3% |
| 资本支出强度资本支出/营收 | — | 1.3% |
| 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 | — | $-239.1M |
8季度趋势，按日历期对齐
经营现金流FIPTEM
| Q1 26 | $-69.4M | — | ||
| Q4 25 | $-2.8M | $-36.8M | ||
| Q3 25 | $-24.4M | $-119.8M | ||
| Q2 25 | $-5.2M | $44.2M | ||
| Q1 25 | $-85.7M | $-105.6M | ||
| Q4 24 | $-8.1M | — | ||
| Q3 24 | $14.2M | $48.7M | ||
| Q2 24 | $-17.6M | $-97.1M |
自由现金流FIPTEM
| Q1 26 | — | — | ||
| Q4 25 | $-68.6M | $-41.5M | ||
| Q3 25 | $-90.7M | $-126.5M | ||
| Q2 25 | $-87.5M | $36.6M | ||
| Q1 25 | $-151.7M | $-107.7M | ||
| Q4 24 | $-34.3M | — | ||
| Q3 24 | $-11.7M | $48.6M | ||
| Q2 24 | $-32.1M | $-105.1M |
自由现金流率FIPTEM
| Q1 26 | — | — | ||
| Q4 25 | -47.8% | -11.3% | ||
| Q3 25 | -64.5% | -37.9% | ||
| Q2 25 | -71.6% | 11.6% | ||
| Q1 25 | -157.7% | -42.1% | ||
| Q4 24 | -42.4% | — | ||
| Q3 24 | -14.0% | 26.9% | ||
| Q2 24 | -37.9% | -63.3% |
资本支出强度FIPTEM
| Q1 26 | — | — | ||
| Q4 25 | 45.9% | 1.3% | ||
| Q3 25 | 47.2% | 2.0% | ||
| Q2 25 | 67.3% | 2.4% | ||
| Q1 25 | 68.6% | 0.8% | ||
| Q4 24 | 32.5% | — | ||
| Q3 24 | 31.1% | 0.0% | ||
| Q2 24 | 17.2% | 4.8% |
现金转化率FIPTEM
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | -0.71× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
