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FTAI Aviation Ltd.（FTAI）与Reddit, Inc.（RDDT）财务数据对比。点击上方公司名可切换其他公司
FTAI Aviation Ltd.的季度营收约是Reddit, Inc.的1.1倍（$830.7M vs $725.6M），Reddit, Inc.净利率更高（34.7% vs 16.2%，领先18.5%），Reddit, Inc.同比增速更快（69.7% vs 65.5%），过去两年Reddit, Inc.的营收复合增速更高（72.8% vs 36.8%）
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。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台，注册用户可发布链接、文字帖、图片、视频等各类内容，其他用户可对内容进行点赞或点踩，内容按主题归类到用户创建的子板块中，获赞更高的内容会排在板块前列，热度足够的内容还将展示在全站首页。
FTAI vs RDDT — 直观对比
营收规模更大
FTAI
是对方的1.1倍
$725.6M
营收增速更快
RDDT
高出4.2%
65.5%
净利率更高
RDDT
高出18.5%
16.2%
两年增速更快
RDDT
近两年复合增速
36.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $830.7M | $725.6M |
| 净利润 | $134.2M | $251.6M |
| 毛利率 | 36.9% | 91.9% |
| 营业利润率 | — | 31.9% |
| 净利率 | 16.2% | 34.7% |
| 营收同比 | 65.5% | 69.7% |
| 净利润同比 | 34.7% | 254.2% |
| 每股收益（稀释后） | $1.29 | $1.24 |
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FTAIRDDT
| Q1 26 | $830.7M | — | ||
| Q4 25 | $662.0M | $725.6M | ||
| Q3 25 | $667.1M | $584.9M | ||
| Q2 25 | $676.2M | $499.6M | ||
| Q1 25 | $502.1M | $392.4M | ||
| Q4 24 | $498.8M | $427.7M | ||
| Q3 24 | $465.8M | $348.4M | ||
| Q2 24 | $443.6M | $281.2M |
净利润FTAIRDDT
| Q1 26 | $134.2M | — | ||
| Q4 25 | $115.6M | $251.6M | ||
| Q3 25 | $117.7M | $162.7M | ||
| Q2 25 | $165.4M | $89.3M | ||
| Q1 25 | $102.4M | $26.2M | ||
| Q4 24 | $102.4M | $71.0M | ||
| Q3 24 | $86.5M | $29.9M | ||
| Q2 24 | $-219.9M | $-10.1M |
毛利率FTAIRDDT
| Q1 26 | 36.9% | — | ||
| Q4 25 | 44.3% | 91.9% | ||
| Q3 25 | 45.6% | 91.0% | ||
| Q2 25 | 45.4% | 90.8% | ||
| Q1 25 | 50.5% | 90.5% | ||
| Q4 24 | 48.3% | 92.6% | ||
| Q3 24 | 52.9% | 90.1% | ||
| Q2 24 | 53.6% | 89.5% |
营业利润率FTAIRDDT
| Q1 26 | — | — | ||
| Q4 25 | 20.3% | 31.9% | ||
| Q3 25 | 21.6% | 23.7% | ||
| Q2 25 | 30.1% | 13.6% | ||
| Q1 25 | 24.9% | 1.0% | ||
| Q4 24 | 21.7% | 12.4% | ||
| Q3 24 | 20.1% | 2.0% | ||
| Q2 24 | -52.5% | -11.0% |
净利率FTAIRDDT
| Q1 26 | 16.2% | — | ||
| Q4 25 | 17.5% | 34.7% | ||
| Q3 25 | 17.6% | 27.8% | ||
| Q2 25 | 24.5% | 17.9% | ||
| Q1 25 | 20.4% | 6.7% | ||
| Q4 24 | 20.5% | 16.6% | ||
| Q3 24 | 18.6% | 8.6% | ||
| Q2 24 | -49.6% | -3.6% |
每股收益（稀释后）FTAIRDDT
| Q1 26 | $1.29 | — | ||
| Q4 25 | $1.06 | $1.24 | ||
| Q3 25 | $1.10 | $0.80 | ||
| Q2 25 | $1.57 | $0.45 | ||
| Q1 25 | $0.87 | $0.13 | ||
| Q4 24 | $0.87 | $4.76 | ||
| Q3 24 | $0.76 | $0.16 | ||
| Q2 24 | $-2.26 | $-0.06 |
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 | $953.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $431.7M | $2.9B |
| 总资产 | $4.5B | $3.2B |
| 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FTAIRDDT
| Q1 26 | $412.2M | — | ||
| Q4 25 | $300.5M | $953.6M | ||
| Q3 25 | $509.9M | $911.7M | ||
| Q2 25 | $301.9M | $734.1M | ||
| Q1 25 | $112.1M | $635.7M | ||
| Q4 24 | $115.1M | $562.1M | ||
| Q3 24 | $111.9M | $515.9M | ||
| Q2 24 | $169.5M | $468.0M |
总债务FTAIRDDT
| Q1 26 | — | — | ||
| Q4 25 | $3.4B | — | ||
| Q3 25 | $3.4B | — | ||
| Q2 25 | $3.4B | — | ||
| Q1 25 | $3.6B | — | ||
| Q4 24 | $3.4B | — | ||
| Q3 24 | $3.2B | — | ||
| Q2 24 | $3.1B | — |
股东权益FTAIRDDT
| Q1 26 | $431.7M | — | ||
| Q4 25 | $334.2M | $2.9B | ||
| Q3 25 | $252.5M | $2.6B | ||
| Q2 25 | $164.9M | $2.4B | ||
| Q1 25 | $28.3M | $2.2B | ||
| Q4 24 | $81.4M | $2.1B | ||
| Q3 24 | $118.5M | $2.0B | ||
| Q2 24 | $69.6M | $1.9B |
总资产FTAIRDDT
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.4B | $3.2B | ||
| Q3 25 | $4.2B | $2.9B | ||
| Q2 25 | $4.1B | $2.6B | ||
| Q1 25 | $4.3B | $2.4B | ||
| Q4 24 | $4.0B | $2.3B | ||
| Q3 24 | $3.7B | $2.2B | ||
| Q2 24 | $3.4B | $2.1B |
负债/权益比FTAIRDDT
| Q1 26 | — | — | ||
| Q4 25 | 10.32× | — | ||
| Q3 25 | 13.65× | — | ||
| Q2 25 | 20.88× | — | ||
| Q1 25 | 128.56× | — | ||
| Q4 24 | 42.28× | — | ||
| 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 | — | $266.8M |
| 自由现金流经营现金流 - 资本支出 | — | $263.6M |
| 自由现金流率自由现金流/营收 | — | 36.3% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | — | 1.06× |
| 过去12个月自由现金流最近4个季度 | — | $684.2M |
8季度趋势，按日历期对齐
经营现金流FTAIRDDT
| Q1 26 | — | — | ||
| Q4 25 | $-179.1M | $266.8M | ||
| Q3 25 | $4.6M | $185.2M | ||
| Q2 25 | $-110.3M | $111.3M | ||
| Q1 25 | $-26.0M | $127.6M | ||
| Q4 24 | $-41.8M | $90.0M | ||
| Q3 24 | $41.5M | $71.6M | ||
| Q2 24 | $-187.3M | $28.4M |
自由现金流FTAIRDDT
| Q1 26 | — | — | ||
| Q4 25 | $-189.3M | $263.6M | ||
| Q3 25 | $-1.8M | $183.1M | ||
| Q2 25 | $-117.2M | $110.8M | ||
| Q1 25 | $-30.1M | $126.6M | ||
| Q4 24 | $-48.1M | $89.2M | ||
| Q3 24 | $41.0M | $70.3M | ||
| Q2 24 | $-188.4M | $27.2M |
自由现金流率FTAIRDDT
| Q1 26 | — | — | ||
| Q4 25 | -28.6% | 36.3% | ||
| Q3 25 | -0.3% | 31.3% | ||
| Q2 25 | -17.3% | 22.2% | ||
| Q1 25 | -6.0% | 32.3% | ||
| Q4 24 | -9.6% | 20.8% | ||
| Q3 24 | 8.8% | 20.2% | ||
| Q2 24 | -42.5% | 9.7% |
资本支出强度FTAIRDDT
| Q1 26 | — | — | ||
| Q4 25 | 1.5% | 0.4% | ||
| Q3 25 | 1.0% | 0.4% | ||
| Q2 25 | 1.0% | 0.1% | ||
| Q1 25 | 0.8% | 0.2% | ||
| Q4 24 | 1.3% | 0.2% | ||
| Q3 24 | 0.1% | 0.4% | ||
| Q2 24 | 0.3% | 0.4% |
现金转化率FTAIRDDT
| Q1 26 | — | — | ||
| Q4 25 | -1.55× | 1.06× | ||
| Q3 25 | 0.04× | 1.14× | ||
| Q2 25 | -0.67× | 1.25× | ||
| Q1 25 | -0.25× | 4.88× | ||
| Q4 24 | -0.41× | 1.27× | ||
| Q3 24 | 0.48× | 2.40× | ||
| 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% |
RDDT
| Advertising | $689.7M | 95% |
| Other Revenue | $35.9M | 5% |
