vs
FTAI Aviation Ltd.（FTAI）与罗布乐思（RBLX）财务数据对比。点击上方公司名可切换其他公司
罗布乐思的季度营收约是FTAI Aviation Ltd.的1.7倍（$1.4B vs $830.7M），FTAI Aviation Ltd.净利率更高（16.2% vs -22.3%，领先38.5%），FTAI Aviation Ltd.同比增速更快（65.5% vs 43.2%），过去两年FTAI Aviation Ltd.的营收复合增速更高（36.8% vs 32.9%）
FTAI航空有限公司是一家全球性航空基础设施及解决方案提供商，主营商用飞机、航空发动机及相关航空资产的持有、租赁与维护业务，为全球商用航空公司、货运运营商提供定制化资产管理及售后支持服务，助力客户提升运营效率。
罗布乐思（Roblox Corporation）是总部位于美国加利福尼亚州圣马特奥的游戏企业，由大卫·巴斯祖奇与埃里克·卡塞尔于2004年共同创立。公司核心产品为同名线上游戏创作平台Roblox，于2006年正式上线，截至2024年12月底全球员工规模已超2400人。
FTAI vs RBLX — 直观对比
营收规模更大
RBLX
是对方的1.7倍
$830.7M
营收增速更快
FTAI
高出22.3%
43.2%
净利率更高
FTAI
高出38.5%
-22.3%
两年增速更快
FTAI
近两年复合增速
32.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $830.7M | $1.4B |
| 净利润 | $134.2M | $-316.0M |
| 毛利率 | 36.9% | 77.7% |
| 营业利润率 | — | -25.3% |
| 净利率 | 16.2% | -22.3% |
| 营收同比 | 65.5% | 43.2% |
| 净利润同比 | 34.7% | -43.9% |
| 每股收益（稀释后） | $1.29 | $-0.44 |
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FTAIRBLX
| Q1 26 | $830.7M | — | ||
| Q4 25 | $662.0M | $1.4B | ||
| Q3 25 | $667.1M | $1.4B | ||
| Q2 25 | $676.2M | $1.1B | ||
| Q1 25 | $502.1M | $1.0B | ||
| Q4 24 | $498.8M | $988.2M | ||
| Q3 24 | $465.8M | $919.0M | ||
| Q2 24 | $443.6M | $893.5M |
净利润FTAIRBLX
| Q1 26 | $134.2M | — | ||
| Q4 25 | $115.6M | $-316.0M | ||
| Q3 25 | $117.7M | $-255.6M | ||
| Q2 25 | $165.4M | $-278.4M | ||
| Q1 25 | $102.4M | $-215.1M | ||
| Q4 24 | $102.4M | $-219.6M | ||
| Q3 24 | $86.5M | $-239.3M | ||
| Q2 24 | $-219.9M | $-205.9M |
毛利率FTAIRBLX
| Q1 26 | 36.9% | — | ||
| Q4 25 | 44.3% | 77.7% | ||
| Q3 25 | 45.6% | 78.2% | ||
| Q2 25 | 45.4% | 78.2% | ||
| Q1 25 | 50.5% | 78.3% | ||
| Q4 24 | 48.3% | 77.9% | ||
| Q3 24 | 52.9% | 77.7% | ||
| Q2 24 | 53.6% | 77.8% |
营业利润率FTAIRBLX
| Q1 26 | — | — | ||
| Q4 25 | 20.3% | -25.3% | ||
| Q3 25 | 21.6% | -21.8% | ||
| Q2 25 | 30.1% | -29.8% | ||
| Q1 25 | 24.9% | -24.6% | ||
| Q4 24 | 21.7% | -24.7% | ||
| Q3 24 | 20.1% | -30.4% | ||
| Q2 24 | -52.5% | -26.6% |
净利率FTAIRBLX
| Q1 26 | 16.2% | — | ||
| Q4 25 | 17.5% | -22.3% | ||
| Q3 25 | 17.6% | -18.8% | ||
| Q2 25 | 24.5% | -25.8% | ||
| Q1 25 | 20.4% | -20.8% | ||
| Q4 24 | 20.5% | -22.2% | ||
| Q3 24 | 18.6% | -26.0% | ||
| Q2 24 | -49.6% | -23.0% |
每股收益（稀释后）FTAIRBLX
| Q1 26 | $1.29 | — | ||
| Q4 25 | $1.06 | $-0.44 | ||
| Q3 25 | $1.10 | $-0.37 | ||
| Q2 25 | $1.57 | $-0.41 | ||
| Q1 25 | $0.87 | $-0.32 | ||
| Q4 24 | $0.87 | $-0.32 | ||
| Q3 24 | $0.76 | $-0.37 | ||
| Q2 24 | $-2.26 | $-0.32 |
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 | $412.2M | $3.1B |
| 总债务越低越好 | — | $1.2B |
| 股东权益账面价值 | $431.7M | $394.5M |
| 总资产 | $4.5B | $9.6B |
| 负债/权益比越低杠杆越低 | — | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资FTAIRBLX
| Q1 26 | $412.2M | — | ||
| Q4 25 | $300.5M | $3.1B | ||
| Q3 25 | $509.9M | $2.9B | ||
| Q2 25 | $301.9M | $2.6B | ||
| Q1 25 | $112.1M | $2.7B | ||
| Q4 24 | $115.1M | $2.4B | ||
| Q3 24 | $111.9M | $2.3B | ||
| Q2 24 | $169.5M | $2.4B |
总债务FTAIRBLX
| Q1 26 | — | — | ||
| Q4 25 | $3.4B | $1.2B | ||
| Q3 25 | $3.4B | — | ||
| Q2 25 | $3.4B | — | ||
| Q1 25 | $3.6B | — | ||
| Q4 24 | $3.4B | $1.2B | ||
| Q3 24 | $3.2B | — | ||
| Q2 24 | $3.1B | — |
股东权益FTAIRBLX
| Q1 26 | $431.7M | — | ||
| Q4 25 | $334.2M | $394.5M | ||
| Q3 25 | $252.5M | $407.6M | ||
| Q2 25 | $164.9M | $353.2M | ||
| Q1 25 | $28.3M | $310.7M | ||
| Q4 24 | $81.4M | $221.4M | ||
| Q3 24 | $118.5M | $189.9M | ||
| Q2 24 | $69.6M | $121.5M |
总资产FTAIRBLX
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.4B | $9.6B | ||
| Q3 25 | $4.2B | $8.6B | ||
| Q2 25 | $4.1B | $7.8B | ||
| Q1 25 | $4.3B | $7.5B | ||
| Q4 24 | $4.0B | $7.2B | ||
| Q3 24 | $3.7B | $6.7B | ||
| Q2 24 | $3.4B | $6.5B |
负债/权益比FTAIRBLX
| Q1 26 | — | — | ||
| Q4 25 | 10.32× | 2.98× | ||
| Q3 25 | 13.65× | — | ||
| Q2 25 | 20.88× | — | ||
| Q1 25 | 128.56× | — | ||
| Q4 24 | 42.28× | 5.48× | ||
| Q3 24 | 27.15× | — | ||
| Q2 24 | 44.24× | — |
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 | — | $607.0M |
| 自由现金流经营现金流 - 资本支出 | — | $308.6M |
| 自由现金流率自由现金流/营收 | — | 21.8% |
| 资本支出强度资本支出/营收 | — | 21.1% |
| 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 | — | $1.4B |
8季度趋势，按日历期对齐
经营现金流FTAIRBLX
| Q1 26 | — | — | ||
| Q4 25 | $-179.1M | $607.0M | ||
| Q3 25 | $4.6M | $546.2M | ||
| Q2 25 | $-110.3M | $199.3M | ||
| Q1 25 | $-26.0M | $443.9M | ||
| Q4 24 | $-41.8M | $184.5M | ||
| Q3 24 | $41.5M | $247.4M | ||
| Q2 24 | $-187.3M | $151.4M |
自由现金流FTAIRBLX
| Q1 26 | — | — | ||
| Q4 25 | $-189.3M | $308.6M | ||
| Q3 25 | $-1.8M | $443.6M | ||
| Q2 25 | $-117.2M | $176.7M | ||
| Q1 25 | $-30.1M | $426.5M | ||
| Q4 24 | $-48.1M | $120.6M | ||
| Q3 24 | $41.0M | $218.0M | ||
| Q2 24 | $-188.4M | $111.7M |
自由现金流率FTAIRBLX
| Q1 26 | — | — | ||
| Q4 25 | -28.6% | 21.8% | ||
| Q3 25 | -0.3% | 32.6% | ||
| Q2 25 | -17.3% | 16.3% | ||
| Q1 25 | -6.0% | 41.2% | ||
| Q4 24 | -9.6% | 12.2% | ||
| Q3 24 | 8.8% | 23.7% | ||
| Q2 24 | -42.5% | 12.5% |
资本支出强度FTAIRBLX
| Q1 26 | — | — | ||
| Q4 25 | 1.5% | 21.1% | ||
| Q3 25 | 1.0% | 7.5% | ||
| Q2 25 | 1.0% | 2.1% | ||
| Q1 25 | 0.8% | 1.7% | ||
| Q4 24 | 1.3% | 6.5% | ||
| Q3 24 | 0.1% | 3.2% | ||
| Q2 24 | 0.3% | 4.4% |
现金转化率FTAIRBLX
| Q1 26 | — | — | ||
| Q4 25 | -1.55× | — | ||
| Q3 25 | 0.04× | — | ||
| Q2 25 | -0.67× | — | ||
| Q1 25 | -0.25× | — | ||
| Q4 24 | -0.41× | — | ||
| Q3 24 | 0.48× | — | ||
| Q2 24 | — | — |
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
FTAI
| Aerospace products revenue | $522.6M | 63% |
| MRE Contract revenue | $221.2M | 27% |
| Lease income | $39.9M | 5% |
| Maintenance revenue | $30.6M | 4% |
| Asset sales revenue | $10.2M | 1% |
| Other revenue (1) | $6.2M | 1% |
RBLX
暂无分部数据
