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FTAI Aviation Ltd.（FTAI）与Sylvamo Corp（SLVM）财务数据对比。点击上方公司名可切换其他公司
Sylvamo Corp的季度营收约是FTAI Aviation Ltd.的1.3倍（$890.0M vs $662.0M），FTAI Aviation Ltd.净利率更高（17.5% vs 3.7%，领先13.7%），FTAI Aviation Ltd.同比增速更快（32.7% vs -8.2%），Sylvamo Corp自由现金流更多（$38.0M vs $-189.3M），过去两年FTAI Aviation Ltd.的营收复合增速更高（42.4% vs -0.8%）
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。
西尔瓦莫公司是全球领先的可持续纸浆与纸品生产商，核心产品包括非涂布印刷纸、包装纸及商用纸浆，业务覆盖北美、欧洲、拉美地区，服务办公耗材、出版、商业印刷、包装等多个领域。
FTAI vs SLVM — 直观对比
营收规模更大
SLVM
是对方的1.3倍
$662.0M
营收增速更快
FTAI
高出41.0%
-8.2%
净利率更高
FTAI
高出13.7%
3.7%
自由现金流更多
SLVM
多$227.3M
$-189.3M
两年增速更快
FTAI
近两年复合增速
-0.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $662.0M | $890.0M |
| 净利润 | $115.6M | $33.0M |
| 毛利率 | 44.3% | — |
| 营业利润率 | 20.3% | 8.9% |
| 净利率 | 17.5% | 3.7% |
| 营收同比 | 32.7% | -8.2% |
| 净利润同比 | 12.8% | -59.3% |
| 每股收益（稀释后） | $1.06 | $0.81 |
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FTAISLVM
| Q4 25 | $662.0M | $890.0M | ||
| Q3 25 | $667.1M | $846.0M | ||
| Q2 25 | $676.2M | $794.0M | ||
| Q1 25 | $502.1M | $821.0M | ||
| Q4 24 | $498.8M | $970.0M | ||
| Q3 24 | $465.8M | $965.0M | ||
| Q2 24 | $443.6M | $933.0M | ||
| Q1 24 | $326.7M | $905.0M |
净利润FTAISLVM
| Q4 25 | $115.6M | $33.0M | ||
| Q3 25 | $117.7M | $57.0M | ||
| Q2 25 | $165.4M | $15.0M | ||
| Q1 25 | $102.4M | $27.0M | ||
| Q4 24 | $102.4M | $81.0M | ||
| Q3 24 | $86.5M | $95.0M | ||
| Q2 24 | $-219.9M | $83.0M | ||
| Q1 24 | $39.6M | $43.0M |
毛利率FTAISLVM
| Q4 25 | 44.3% | — | ||
| Q3 25 | 45.6% | — | ||
| Q2 25 | 45.4% | — | ||
| Q1 25 | 50.5% | — | ||
| Q4 24 | 48.3% | — | ||
| Q3 24 | 52.9% | — | ||
| Q2 24 | 53.6% | — | ||
| Q1 24 | 56.3% | — |
营业利润率FTAISLVM
| Q4 25 | 20.3% | 8.9% | ||
| Q3 25 | 21.6% | 11.6% | ||
| Q2 25 | 30.1% | 3.8% | ||
| Q1 25 | 24.9% | 5.4% | ||
| Q4 24 | 21.7% | 11.2% | ||
| Q3 24 | 20.1% | 15.5% | ||
| Q2 24 | -52.5% | 13.1% | ||
| Q1 24 | 13.8% | 8.0% |
净利率FTAISLVM
| Q4 25 | 17.5% | 3.7% | ||
| Q3 25 | 17.6% | 6.7% | ||
| Q2 25 | 24.5% | 1.9% | ||
| Q1 25 | 20.4% | 3.3% | ||
| Q4 24 | 20.5% | 8.4% | ||
| Q3 24 | 18.6% | 9.8% | ||
| Q2 24 | -49.6% | 8.9% | ||
| Q1 24 | 12.1% | 4.8% |
每股收益（稀释后）FTAISLVM
| Q4 25 | $1.06 | $0.81 | ||
| Q3 25 | $1.10 | $1.41 | ||
| Q2 25 | $1.57 | $0.37 | ||
| Q1 25 | $0.87 | $0.65 | ||
| Q4 24 | $0.87 | $1.91 | ||
| Q3 24 | $0.76 | $2.27 | ||
| Q2 24 | $-2.26 | $1.98 | ||
| Q1 24 | $0.31 | $1.02 |
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 | $300.5M | $198.0M |
| 总债务越低越好 | $3.4B | $763.0M |
| 股东权益账面价值 | $334.2M | $966.0M |
| 总资产 | $4.4B | $2.8B |
| 负债/权益比越低杠杆越低 | 10.32× | 0.79× |
8季度趋势，按日历期对齐
现金及短期投资FTAISLVM
| Q4 25 | $300.5M | $198.0M | ||
| Q3 25 | $509.9M | $146.0M | ||
| Q2 25 | $301.9M | $183.0M | ||
| Q1 25 | $112.1M | $220.0M | ||
| Q4 24 | $115.1M | $309.0M | ||
| Q3 24 | $111.9M | $414.0M | ||
| Q2 24 | $169.5M | $213.0M | ||
| Q1 24 | $65.2M | $218.0M |
总债务FTAISLVM
| Q4 25 | $3.4B | $763.0M | ||
| Q3 25 | $3.4B | $778.0M | ||
| Q2 25 | $3.4B | $767.0M | ||
| Q1 25 | $3.6B | $794.0M | ||
| Q4 24 | $3.4B | $782.0M | ||
| Q3 24 | $3.2B | $883.0M | ||
| Q2 24 | $3.1B | $894.0M | ||
| Q1 24 | $2.7B | $921.0M |
股东权益FTAISLVM
| Q4 25 | $334.2M | $966.0M | ||
| Q3 25 | $252.5M | $977.0M | ||
| Q2 25 | $164.9M | $959.0M | ||
| Q1 25 | $28.3M | $908.0M | ||
| Q4 24 | $81.4M | $847.0M | ||
| Q3 24 | $118.5M | $937.0M | ||
| Q2 24 | $69.6M | $830.0M | ||
| Q1 24 | $177.1M | $889.0M |
总资产FTAISLVM
| Q4 25 | $4.4B | $2.8B | ||
| Q3 25 | $4.2B | $2.7B | ||
| Q2 25 | $4.1B | $2.7B | ||
| Q1 25 | $4.3B | $2.6B | ||
| Q4 24 | $4.0B | $2.6B | ||
| Q3 24 | $3.7B | $2.9B | ||
| Q2 24 | $3.4B | $2.7B | ||
| Q1 24 | $3.2B | $2.6B |
负债/权益比FTAISLVM
| Q4 25 | 10.32× | 0.79× | ||
| Q3 25 | 13.65× | 0.80× | ||
| Q2 25 | 20.88× | 0.80× | ||
| Q1 25 | 128.56× | 0.87× | ||
| Q4 24 | 42.28× | 0.92× | ||
| Q3 24 | 27.15× | 0.94× | ||
| Q2 24 | 44.24× | 1.08× | ||
| Q1 24 | 15.21× | 1.04× |
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 | $-179.1M | $94.0M |
| 自由现金流经营现金流 - 资本支出 | $-189.3M | $38.0M |
| 自由现金流率自由现金流/营收 | -28.6% | 4.3% |
| 资本支出强度资本支出/营收 | 1.5% | 6.3% |
| 现金转化率经营现金流/净利润 | -1.55× | 2.85× |
| 过去12个月自由现金流最近4个季度 | $-338.5M | $44.0M |
8季度趋势，按日历期对齐
经营现金流FTAISLVM
| Q4 25 | $-179.1M | $94.0M | ||
| Q3 25 | $4.6M | $87.0M | ||
| Q2 25 | $-110.3M | $64.0M | ||
| Q1 25 | $-26.0M | $23.0M | ||
| Q4 24 | $-41.8M | $164.0M | ||
| Q3 24 | $41.5M | $163.0M | ||
| Q2 24 | $-187.3M | $115.0M | ||
| Q1 24 | $-345.0K | $27.0M |
自由现金流FTAISLVM
| Q4 25 | $-189.3M | $38.0M | ||
| Q3 25 | $-1.8M | $33.0M | ||
| Q2 25 | $-117.2M | $-2.0M | ||
| Q1 25 | $-30.1M | $-25.0M | ||
| Q4 24 | $-48.1M | $100.0M | ||
| Q3 24 | $41.0M | $119.0M | ||
| Q2 24 | $-188.4M | $62.0M | ||
| Q1 24 | $-1.7M | $-33.0M |
自由现金流率FTAISLVM
| Q4 25 | -28.6% | 4.3% | ||
| Q3 25 | -0.3% | 3.9% | ||
| Q2 25 | -17.3% | -0.3% | ||
| Q1 25 | -6.0% | -3.0% | ||
| Q4 24 | -9.6% | 10.3% | ||
| Q3 24 | 8.8% | 12.3% | ||
| Q2 24 | -42.5% | 6.6% | ||
| Q1 24 | -0.5% | -3.6% |
资本支出强度FTAISLVM
| Q4 25 | 1.5% | 6.3% | ||
| Q3 25 | 1.0% | 6.4% | ||
| Q2 25 | 1.0% | 8.3% | ||
| Q1 25 | 0.8% | 5.8% | ||
| Q4 24 | 1.3% | 6.6% | ||
| Q3 24 | 0.1% | 4.6% | ||
| Q2 24 | 0.3% | 5.7% | ||
| Q1 24 | 0.4% | 6.6% |
现金转化率FTAISLVM
| Q4 25 | -1.55× | 2.85× | ||
| Q3 25 | 0.04× | 1.53× | ||
| Q2 25 | -0.67× | 4.27× | ||
| Q1 25 | -0.25× | 0.85× | ||
| Q4 24 | -0.41× | 2.02× | ||
| Q3 24 | 0.48× | 1.72× | ||
| Q2 24 | — | 1.39× | ||
| Q1 24 | -0.01× | 0.63× |
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 | $355.5M | 54% |
| Other | $212.3M | 32% |
| Equipment Leasing Revenues | $49.2M | 7% |
| Maintenance | $43.4M | 7% |
| Manufactured Product Other | $1.6M | 0% |
SLVM
暂无分部数据
