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FTAI Infrastructure Inc.（FIP）与Clear Secure, Inc.（YOU）财务数据对比。点击上方公司名可切换其他公司
Clear Secure, Inc.的季度营收约是FTAI Infrastructure Inc.的1.3倍（$240.8M vs $188.4M），Clear Secure, Inc.净利率更高（12.8% vs -79.7%，领先92.5%），FTAI Infrastructure Inc.同比增速更快（95.9% vs 16.7%），过去两年FTAI Infrastructure Inc.的营收复合增速更高（49.0% vs 16.0%）
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。
Clear Secure, Inc.是美国一家科技企业，主营生物识别旅行证件核验系统，其服务已覆盖部分大型机场与体育场馆。公司成立于2003年，2009年申请破产后停运，2012年重启运营，最终于2021年成功上市。
FIP vs YOU — 直观对比
营收规模更大
YOU
是对方的1.3倍
$188.4M
营收增速更快
FIP
高出79.2%
16.7%
净利率更高
YOU
高出92.5%
-79.7%
两年增速更快
FIP
近两年复合增速
16.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $188.4M | $240.8M |
| 净利润 | $-150.2M | $30.8M |
| 毛利率 | — | — |
| 营业利润率 | — | 22.4% |
| 净利率 | -79.7% | 12.8% |
| 营收同比 | 95.9% | 16.7% |
| 净利润同比 | -387.6% | -70.2% |
| 每股收益（稀释后） | $-1.32 | — |
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FIPYOU
| Q1 26 | $188.4M | — | ||
| Q4 25 | $143.5M | $240.8M | ||
| Q3 25 | $140.6M | $229.2M | ||
| Q2 25 | $122.3M | $219.5M | ||
| Q1 25 | $96.2M | $211.4M | ||
| Q4 24 | $80.8M | $206.3M | ||
| Q3 24 | $83.3M | $198.4M | ||
| Q2 24 | $84.9M | $186.7M |
净利润FIPYOU
| Q1 26 | $-150.2M | — | ||
| Q4 25 | $-97.7M | $30.8M | ||
| Q3 25 | $-104.5M | $28.3M | ||
| Q2 25 | $-70.0M | $24.7M | ||
| Q1 25 | $120.2M | $25.4M | ||
| Q4 24 | $-124.7M | $103.3M | ||
| Q3 24 | $-43.0M | $23.5M | ||
| Q2 24 | $-48.1M | $24.1M |
营业利润率FIPYOU
| Q1 26 | — | — | ||
| Q4 25 | -45.7% | 22.4% | ||
| Q3 25 | -70.8% | 23.0% | ||
| Q2 25 | -56.4% | 19.4% | ||
| Q1 25 | 81.8% | 17.7% | ||
| Q4 24 | -152.7% | 16.5% | ||
| Q3 24 | -51.7% | 17.7% | ||
| Q2 24 | -56.4% | 16.2% |
净利率FIPYOU
| Q1 26 | -79.7% | — | ||
| Q4 25 | -68.1% | 12.8% | ||
| Q3 25 | -74.4% | 12.3% | ||
| Q2 25 | -57.2% | 11.3% | ||
| Q1 25 | 125.0% | 12.0% | ||
| Q4 24 | -154.4% | 50.1% | ||
| Q3 24 | -51.6% | 11.8% | ||
| Q2 24 | -56.7% | 12.9% |
每股收益（稀释后）FIPYOU
| Q1 26 | $-1.32 | — | ||
| Q4 25 | $-1.04 | — | ||
| Q3 25 | $-1.38 | — | ||
| Q2 25 | $-0.73 | — | ||
| Q1 25 | $0.89 | — | ||
| Q4 24 | $-1.21 | — | ||
| Q3 24 | $-0.45 | — | ||
| Q2 24 | $-0.52 | — |
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 | $85.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-122.5K | $177.7M |
| 总资产 | $5.7B | $1.3B |
| 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FIPYOU
| Q1 26 | $37.9M | — | ||
| Q4 25 | $57.4M | $85.7M | ||
| Q3 25 | $34.7M | $75.8M | ||
| Q2 25 | $33.6M | $89.3M | ||
| Q1 25 | $26.3M | $87.6M | ||
| Q4 24 | $27.8M | $66.9M | ||
| Q3 24 | $20.3M | $32.9M | ||
| Q2 24 | $33.1M | $39.1M |
总债务FIPYOU
| 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FIPYOU
| Q1 26 | $-122.5K | — | ||
| Q4 25 | $21.3M | $177.7M | ||
| Q3 25 | $181.1M | $148.6M | ||
| Q2 25 | $375.5M | $121.3M | ||
| Q1 25 | $476.2M | $116.7M | ||
| Q4 24 | $202.7M | $198.4M | ||
| Q3 24 | $370.8M | $129.0M | ||
| Q2 24 | $394.8M | $153.5M |
总资产FIPYOU
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.7B | $1.3B | ||
| Q3 25 | $5.5B | $1.1B | ||
| Q2 25 | $4.4B | $1.2B | ||
| Q1 25 | $4.1B | $1.1B | ||
| Q4 24 | $2.4B | $1.2B | ||
| Q3 24 | $2.4B | $858.6M | ||
| Q2 24 | $2.5B | $982.4M |
负债/权益比FIPYOU
| 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 | $198.4M |
| 自由现金流经营现金流 - 资本支出 | — | $187.4M |
| 自由现金流率自由现金流/营收 | — | 77.8% |
| 资本支出强度资本支出/营收 | — | 4.6% |
| 现金转化率经营现金流/净利润 | — | 6.45× |
| 过去12个月自由现金流最近4个季度 | — | $343.1M |
8季度趋势，按日历期对齐
经营现金流FIPYOU
| Q1 26 | $-69.4M | — | ||
| Q4 25 | $-2.8M | $198.4M | ||
| Q3 25 | $-24.4M | $-47.3M | ||
| Q2 25 | $-5.2M | $123.0M | ||
| Q1 25 | $-85.7M | $98.3M | ||
| Q4 24 | $-8.1M | $136.6M | ||
| Q3 24 | $14.2M | $-35.9M | ||
| Q2 24 | $-17.6M | $114.6M |
自由现金流FIPYOU
| Q1 26 | — | — | ||
| Q4 25 | $-68.6M | $187.4M | ||
| Q3 25 | $-90.7M | $-53.5M | ||
| Q2 25 | $-87.5M | $117.9M | ||
| Q1 25 | $-151.7M | $91.3M | ||
| Q4 24 | $-34.3M | $133.9M | ||
| Q3 24 | $-11.7M | $-37.9M | ||
| Q2 24 | $-32.1M | $110.1M |
自由现金流率FIPYOU
| Q1 26 | — | — | ||
| Q4 25 | -47.8% | 77.8% | ||
| Q3 25 | -64.5% | -23.3% | ||
| Q2 25 | -71.6% | 53.7% | ||
| Q1 25 | -157.7% | 43.2% | ||
| Q4 24 | -42.4% | 64.9% | ||
| Q3 24 | -14.0% | -19.1% | ||
| Q2 24 | -37.9% | 59.0% |
资本支出强度FIPYOU
| Q1 26 | — | — | ||
| Q4 25 | 45.9% | 4.6% | ||
| Q3 25 | 47.2% | 2.7% | ||
| Q2 25 | 67.3% | 2.3% | ||
| Q1 25 | 68.6% | 3.4% | ||
| Q4 24 | 32.5% | 1.3% | ||
| Q3 24 | 31.1% | 1.0% | ||
| Q2 24 | 17.2% | 2.4% |
现金转化率FIPYOU
| Q1 26 | — | — | ||
| Q4 25 | — | 6.45× | ||
| Q3 25 | — | -1.67× | ||
| Q2 25 | — | 4.97× | ||
| Q1 25 | -0.71× | 3.87× | ||
| Q4 24 | — | 1.32× | ||
| Q3 24 | — | -1.53× | ||
| Q2 24 | — | 4.75× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
