vs
FTAI Infrastructure Inc.（FIP）与Urban Edge Properties（UE）财务数据对比。点击上方公司名可切换其他公司
FTAI Infrastructure Inc.的季度营收约是Urban Edge Properties的1.4倍（$188.4M vs $132.6M），Urban Edge Properties净利率更高（17.1% vs -79.7%，领先96.8%），FTAI Infrastructure Inc.同比增速更快（95.9% vs 12.2%），过去两年FTAI Infrastructure Inc.的营收复合增速更高（49.0% vs 11.6%）
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。
Urban Edge Properties是一家上市房地产投资信托，主要在美国人口密集的城市及郊区市场持有、运营和开发优质零售及混合用途物业，投资组合涵盖生鲜超市锚定的购物中心、生活类商业网点等面向本地社区的资产。
FIP vs UE — 直观对比
营收规模更大
FIP
是对方的1.4倍
$132.6M
营收增速更快
FIP
高出83.6%
12.2%
净利率更高
UE
高出96.8%
-79.7%
两年增速更快
FIP
近两年复合增速
11.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $188.4M | $132.6M |
| 净利润 | $-150.2M | $22.6M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | -79.7% | 17.1% |
| 营收同比 | 95.9% | 12.2% |
| 净利润同比 | -387.6% | -6.7% |
| 每股收益（稀释后） | $-1.32 | $0.18 |
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FIPUE
| Q1 26 | $188.4M | $132.6M | ||
| Q4 25 | $143.5M | $119.6M | ||
| Q3 25 | $140.6M | $120.1M | ||
| Q2 25 | $122.3M | $114.1M | ||
| Q1 25 | $96.2M | $118.2M | ||
| Q4 24 | $80.8M | $116.4M | ||
| Q3 24 | $83.3M | $112.4M | ||
| Q2 24 | $84.9M | $106.5M |
净利润FIPUE
| Q1 26 | $-150.2M | $22.6M | ||
| Q4 25 | $-97.7M | $12.4M | ||
| Q3 25 | $-104.5M | $14.9M | ||
| Q2 25 | $-70.0M | $58.0M | ||
| Q1 25 | $120.2M | $8.2M | ||
| Q4 24 | $-124.7M | $30.1M | ||
| Q3 24 | $-43.0M | $9.1M | ||
| Q2 24 | $-48.1M | $30.8M |
营业利润率FIPUE
| Q1 26 | — | — | ||
| Q4 25 | -45.7% | 11.3% | ||
| Q3 25 | -70.8% | 13.4% | ||
| Q2 25 | -56.4% | 53.9% | ||
| Q1 25 | 81.8% | 7.6% | ||
| Q4 24 | -152.7% | 27.6% | ||
| Q3 24 | -51.7% | 8.9% | ||
| Q2 24 | -56.4% | 30.6% |
净利率FIPUE
| Q1 26 | -79.7% | 17.1% | ||
| Q4 25 | -68.1% | 10.4% | ||
| Q3 25 | -74.4% | 12.4% | ||
| Q2 25 | -57.2% | 50.8% | ||
| Q1 25 | 125.0% | 6.9% | ||
| Q4 24 | -154.4% | 25.9% | ||
| Q3 24 | -51.6% | 8.1% | ||
| Q2 24 | -56.7% | 28.9% |
每股收益（稀释后）FIPUE
| Q1 26 | $-1.32 | $0.18 | ||
| Q4 25 | $-1.04 | $0.09 | ||
| Q3 25 | $-1.38 | $0.12 | ||
| Q2 25 | $-0.73 | $0.46 | ||
| Q1 25 | $0.89 | $0.07 | ||
| Q4 24 | $-1.21 | $0.25 | ||
| Q3 24 | $-0.45 | $0.07 | ||
| Q2 24 | $-0.52 | $0.26 |
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 | $50.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-122.5K | $1.4B |
| 总资产 | $5.7B | $3.4B |
| 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FIPUE
| Q1 26 | $37.9M | $50.0M | ||
| Q4 25 | $57.4M | $48.9M | ||
| Q3 25 | $34.7M | $77.8M | ||
| Q2 25 | $33.6M | $53.0M | ||
| Q1 25 | $26.3M | $48.0M | ||
| Q4 24 | $27.8M | $41.4M | ||
| Q3 24 | $20.3M | $67.9M | ||
| Q2 24 | $33.1M | $78.6M |
总债务FIPUE
| 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FIPUE
| Q1 26 | $-122.5K | $1.4B | ||
| Q4 25 | $21.3M | $1.4B | ||
| Q3 25 | $181.1M | $1.4B | ||
| Q2 25 | $375.5M | $1.4B | ||
| Q1 25 | $476.2M | $1.4B | ||
| Q4 24 | $202.7M | $1.4B | ||
| Q3 24 | $370.8M | $1.3B | ||
| Q2 24 | $394.8M | $1.3B |
总资产FIPUE
| Q1 26 | $5.7B | $3.4B | ||
| Q4 25 | $5.7B | $3.3B | ||
| Q3 25 | $5.5B | $3.3B | ||
| Q2 25 | $4.4B | $3.3B | ||
| Q1 25 | $4.1B | $3.3B | ||
| Q4 24 | $2.4B | $3.3B | ||
| Q3 24 | $2.4B | $3.2B | ||
| Q2 24 | $2.5B | $3.2B |
负债/权益比FIPUE
| 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 | $39.1M |
| 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 | — | 1.5% |
| 现金转化率经营现金流/净利润 | — | 1.73× |
| 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FIPUE
| Q1 26 | $-69.4M | $39.1M | ||
| Q4 25 | $-2.8M | $182.7M | ||
| Q3 25 | $-24.4M | $55.7M | ||
| Q2 25 | $-5.2M | $43.5M | ||
| Q1 25 | $-85.7M | $32.6M | ||
| Q4 24 | $-8.1M | $153.2M | ||
| Q3 24 | $14.2M | $36.6M | ||
| Q2 24 | $-17.6M | $41.2M |
自由现金流FIPUE
| Q1 26 | — | — | ||
| Q4 25 | $-68.6M | $81.8M | ||
| Q3 25 | $-90.7M | $26.1M | ||
| Q2 25 | $-87.5M | $19.6M | ||
| Q1 25 | $-151.7M | $11.9M | ||
| Q4 24 | $-34.3M | $42.5M | ||
| Q3 24 | $-11.7M | $12.2M | ||
| Q2 24 | $-32.1M | $19.9M |
自由现金流率FIPUE
| Q1 26 | — | — | ||
| Q4 25 | -47.8% | 68.4% | ||
| Q3 25 | -64.5% | 21.7% | ||
| Q2 25 | -71.6% | 17.2% | ||
| Q1 25 | -157.7% | 10.0% | ||
| Q4 24 | -42.4% | 36.6% | ||
| Q3 24 | -14.0% | 10.8% | ||
| Q2 24 | -37.9% | 18.6% |
资本支出强度FIPUE
| Q1 26 | — | 1.5% | ||
| Q4 25 | 45.9% | 84.4% | ||
| Q3 25 | 47.2% | 24.6% | ||
| Q2 25 | 67.3% | 20.9% | ||
| Q1 25 | 68.6% | 17.5% | ||
| Q4 24 | 32.5% | 95.1% | ||
| Q3 24 | 31.1% | 21.7% | ||
| Q2 24 | 17.2% | 20.1% |
现金转化率FIPUE
| Q1 26 | — | 1.73× | ||
| Q4 25 | — | 14.71× | ||
| Q3 25 | — | 3.73× | ||
| Q2 25 | — | 0.75× | ||
| Q1 25 | -0.71× | 3.97× | ||
| Q4 24 | — | 5.09× | ||
| Q3 24 | — | 4.03× | ||
| Q2 24 | — | 1.34× |
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
UE
| Rental revenue | $124.2M | 94% |
| Other | $8.4M | 6% |
