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FTAI Aviation Ltd.（FTAI）与Rackspace Technology, Inc.（RXT）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Rackspace Technology, Inc.的1.2倍（$830.7M vs $682.8M），FTAI Aviation Ltd.净利率更高（16.2% vs -4.8%，领先20.9%），FTAI Aviation Ltd.同比增速更快（65.5% vs -0.4%），过去两年FTAI Aviation Ltd.的营收复合增速更高（36.8% vs -0.6%）
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。
Rackspace Technology, Inc.是总部位于美国得克萨斯州圣安东尼奥的云计算企业，在弗吉尼亚州雷斯顿以及澳大利亚、加拿大、英国、印度、迪拜、瑞士、荷兰、德国、新加坡、墨西哥、中国香港等多个国家和地区设有办事处，数据中心分布于全球多个主要城市，为客户提供专业的云计算相关服务。
FTAI vs RXT — 直观对比
营收规模更大
FTAI
是对方的1.2倍
$682.8M
营收增速更快
FTAI
高出65.9%
-0.4%
净利率更高
FTAI
高出20.9%
-4.8%
两年增速更快
FTAI
近两年复合增速
-0.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $830.7M | $682.8M |
| 净利润 | $134.2M | $-32.7M |
| 毛利率 | 36.9% | 17.6% |
| 营业利润率 | — | -0.5% |
| 净利率 | 16.2% | -4.8% |
| 营收同比 | 65.5% | -0.4% |
| 净利润同比 | 34.7% | 41.6% |
| 每股收益（稀释后） | $1.29 | $-0.13 |
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FTAIRXT
| Q1 26 | $830.7M | — | ||
| Q4 25 | $662.0M | $682.8M | ||
| Q3 25 | $667.1M | $671.2M | ||
| Q2 25 | $676.2M | $666.3M | ||
| Q1 25 | $502.1M | $665.4M | ||
| Q4 24 | $498.8M | $685.6M | ||
| Q3 24 | $465.8M | $675.8M | ||
| Q2 24 | $443.6M | $684.9M |
净利润FTAIRXT
| Q1 26 | $134.2M | — | ||
| Q4 25 | $115.6M | $-32.7M | ||
| Q3 25 | $117.7M | $-67.1M | ||
| Q2 25 | $165.4M | $-54.5M | ||
| Q1 25 | $102.4M | $-71.5M | ||
| Q4 24 | $102.4M | $-56.0M | ||
| Q3 24 | $86.5M | $-186.6M | ||
| Q2 24 | $-219.9M | $25.0M |
毛利率FTAIRXT
| Q1 26 | 36.9% | — | ||
| Q4 25 | 44.3% | 17.6% | ||
| Q3 25 | 45.6% | 19.4% | ||
| Q2 25 | 45.4% | 19.4% | ||
| Q1 25 | 50.5% | 19.1% | ||
| Q4 24 | 48.3% | 19.2% | ||
| Q3 24 | 52.9% | 20.3% | ||
| Q2 24 | 53.6% | 19.2% |
营业利润率FTAIRXT
| Q1 26 | — | — | ||
| Q4 25 | 20.3% | -0.5% | ||
| Q3 25 | 21.6% | -5.1% | ||
| Q2 25 | 30.1% | -3.8% | ||
| Q1 25 | 24.9% | -5.8% | ||
| Q4 24 | 21.7% | -4.2% | ||
| Q3 24 | 20.1% | -25.7% | ||
| Q2 24 | -52.5% | -7.9% |
净利率FTAIRXT
| Q1 26 | 16.2% | — | ||
| Q4 25 | 17.5% | -4.8% | ||
| Q3 25 | 17.6% | -10.0% | ||
| Q2 25 | 24.5% | -8.2% | ||
| Q1 25 | 20.4% | -10.7% | ||
| Q4 24 | 20.5% | -8.2% | ||
| Q3 24 | 18.6% | -27.6% | ||
| Q2 24 | -49.6% | 3.7% |
每股收益（稀释后）FTAIRXT
| Q1 26 | $1.29 | — | ||
| Q4 25 | $1.06 | $-0.13 | ||
| Q3 25 | $1.10 | $-0.28 | ||
| Q2 25 | $1.57 | $-0.23 | ||
| Q1 25 | $0.87 | $-0.31 | ||
| Q4 24 | $0.87 | $-0.20 | ||
| Q3 24 | $0.76 | $-0.82 | ||
| Q2 24 | $-2.26 | $0.11 |
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 | $105.8M |
| 总债务越低越好 | — | $2.7B |
| 股东权益账面价值 | $431.7M | $-1.2B |
| 总资产 | $4.5B | $2.8B |
| 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FTAIRXT
| Q1 26 | $412.2M | — | ||
| Q4 25 | $300.5M | $105.8M | ||
| Q3 25 | $509.9M | $99.5M | ||
| Q2 25 | $301.9M | $103.9M | ||
| Q1 25 | $112.1M | $128.0M | ||
| Q4 24 | $115.1M | $144.0M | ||
| Q3 24 | $111.9M | $157.1M | ||
| Q2 24 | $169.5M | $190.2M |
总债务FTAIRXT
| Q1 26 | — | — | ||
| Q4 25 | $3.4B | $2.7B | ||
| Q3 25 | $3.4B | $2.8B | ||
| Q2 25 | $3.4B | $2.8B | ||
| Q1 25 | $3.6B | $2.8B | ||
| Q4 24 | $3.4B | $2.8B | ||
| Q3 24 | $3.2B | $2.8B | ||
| Q2 24 | $3.1B | $2.9B |
股东权益FTAIRXT
| Q1 26 | $431.7M | — | ||
| Q4 25 | $334.2M | $-1.2B | ||
| Q3 25 | $252.5M | $-1.2B | ||
| Q2 25 | $164.9M | $-1.1B | ||
| Q1 25 | $28.3M | $-1.1B | ||
| Q4 24 | $81.4M | $-1.0B | ||
| Q3 24 | $118.5M | $-949.7M | ||
| Q2 24 | $69.6M | $-756.2M |
总资产FTAIRXT
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.4B | $2.8B | ||
| Q3 25 | $4.2B | $2.8B | ||
| Q2 25 | $4.1B | $2.9B | ||
| Q1 25 | $4.3B | $3.0B | ||
| Q4 24 | $4.0B | $3.1B | ||
| Q3 24 | $3.7B | $3.1B | ||
| Q2 24 | $3.4B | $3.4B |
负债/权益比FTAIRXT
| 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 | — | $59.7M |
| 自由现金流经营现金流 - 资本支出 | — | $56.0M |
| 自由现金流率自由现金流/营收 | — | 8.2% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 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 | — | $90.6M |
8季度趋势，按日历期对齐
经营现金流FTAIRXT
| Q1 26 | — | — | ||
| Q4 25 | $-179.1M | $59.7M | ||
| Q3 25 | $4.6M | $70.7M | ||
| Q2 25 | $-110.3M | $8.4M | ||
| Q1 25 | $-26.0M | $12.6M | ||
| Q4 24 | $-41.8M | $54.3M | ||
| Q3 24 | $41.5M | $51.8M | ||
| Q2 24 | $-187.3M | $24.1M |
自由现金流FTAIRXT
| Q1 26 | — | — | ||
| Q4 25 | $-189.3M | $56.0M | ||
| Q3 25 | $-1.8M | $42.7M | ||
| Q2 25 | $-117.2M | $-12.4M | ||
| Q1 25 | $-30.1M | $4.3M | ||
| Q4 24 | $-48.1M | $34.4M | ||
| Q3 24 | $41.0M | $27.3M | ||
| Q2 24 | $-188.4M | $-14.5M |
自由现金流率FTAIRXT
| Q1 26 | — | — | ||
| Q4 25 | -28.6% | 8.2% | ||
| Q3 25 | -0.3% | 6.4% | ||
| Q2 25 | -17.3% | -1.9% | ||
| Q1 25 | -6.0% | 0.6% | ||
| Q4 24 | -9.6% | 5.0% | ||
| Q3 24 | 8.8% | 4.0% | ||
| Q2 24 | -42.5% | -2.1% |
资本支出强度FTAIRXT
| Q1 26 | — | — | ||
| Q4 25 | 1.5% | 0.5% | ||
| Q3 25 | 1.0% | 4.2% | ||
| Q2 25 | 1.0% | 3.1% | ||
| Q1 25 | 0.8% | 1.2% | ||
| Q4 24 | 1.3% | 2.9% | ||
| Q3 24 | 0.1% | 3.6% | ||
| Q2 24 | 0.3% | 5.6% |
现金转化率FTAIRXT
| 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 | — | 0.96× |
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% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
