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FTAI Aviation Ltd.（FTAI）与Uniti Group Inc.（UNIT）财务数据对比。点击上方公司名可切换其他公司
Uniti Group Inc.的季度营收约是FTAI Aviation Ltd.的1.1倍（$722.6M vs $662.0M），Uniti Group Inc.净利率更高（222.7% vs 17.5%，领先205.2%）
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。
Uniti Group Inc.是源自瑞典的汽车初创企业，2016年1月由首席执行官刘易斯·霍恩带领的学生与工程师团队在瑞典隆德成立，主打微型电动汽车的研发，曾推出电动汽车原型产品。该公司始终未向用户交付任何量产产品，于2022年4月申请破产。
FTAI vs UNIT — 直观对比
营收规模更大
UNIT
是对方的1.1倍
$662.0M
净利率更高
UNIT
高出205.2%
17.5%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $662.0M | $722.6M |
| 净利润 | $115.6M | $1.6B |
| 毛利率 | 44.3% | — |
| 营业利润率 | 20.3% | -5.9% |
| 净利率 | 17.5% | 222.7% |
| 营收同比 | 32.7% | — |
| 净利润同比 | 12.8% | — |
| 每股收益（稀释后） | $1.06 | $4.92 |
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FTAIUNIT
| Q4 25 | $662.0M | — | ||
| Q3 25 | $667.1M | $722.6M | ||
| Q2 25 | $676.2M | — | ||
| Q1 25 | $502.1M | — | ||
| Q4 24 | $498.8M | — | ||
| Q3 24 | $465.8M | — | ||
| Q2 24 | $443.6M | — | ||
| Q1 24 | $326.7M | — |
净利润FTAIUNIT
| Q4 25 | $115.6M | — | ||
| Q3 25 | $117.7M | $1.6B | ||
| Q2 25 | $165.4M | — | ||
| Q1 25 | $102.4M | — | ||
| Q4 24 | $102.4M | — | ||
| Q3 24 | $86.5M | — | ||
| Q2 24 | $-219.9M | — | ||
| Q1 24 | $39.6M | — |
毛利率FTAIUNIT
| 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FTAIUNIT
| Q4 25 | 20.3% | — | ||
| Q3 25 | 21.6% | -5.9% | ||
| Q2 25 | 30.1% | — | ||
| Q1 25 | 24.9% | — | ||
| Q4 24 | 21.7% | — | ||
| Q3 24 | 20.1% | — | ||
| Q2 24 | -52.5% | — | ||
| Q1 24 | 13.8% | — |
净利率FTAIUNIT
| Q4 25 | 17.5% | — | ||
| Q3 25 | 17.6% | 222.7% | ||
| Q2 25 | 24.5% | — | ||
| Q1 25 | 20.4% | — | ||
| Q4 24 | 20.5% | — | ||
| Q3 24 | 18.6% | — | ||
| Q2 24 | -49.6% | — | ||
| Q1 24 | 12.1% | — |
每股收益（稀释后）FTAIUNIT
| Q4 25 | $1.06 | — | ||
| Q3 25 | $1.10 | $4.92 | ||
| Q2 25 | $1.57 | — | ||
| Q1 25 | $0.87 | — | ||
| Q4 24 | $0.87 | — | ||
| Q3 24 | $0.76 | — | ||
| Q2 24 | $-2.26 | — | ||
| Q1 24 | $0.31 | — |
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 | $158.0M |
| 总债务越低越好 | $3.4B | $9.3B |
| 股东权益账面价值 | $334.2M | $680.7M |
| 总资产 | $4.4B | $12.1B |
| 负债/权益比越低杠杆越低 | 10.32× | 13.64× |
8季度趋势，按日历期对齐
现金及短期投资FTAIUNIT
| Q4 25 | $300.5M | — | ||
| Q3 25 | $509.9M | $158.0M | ||
| Q2 25 | $301.9M | — | ||
| Q1 25 | $112.1M | — | ||
| Q4 24 | $115.1M | — | ||
| Q3 24 | $111.9M | — | ||
| Q2 24 | $169.5M | — | ||
| Q1 24 | $65.2M | — |
总债务FTAIUNIT
| Q4 25 | $3.4B | — | ||
| Q3 25 | $3.4B | $9.3B | ||
| Q2 25 | $3.4B | — | ||
| Q1 25 | $3.6B | — | ||
| Q4 24 | $3.4B | — | ||
| Q3 24 | $3.2B | — | ||
| Q2 24 | $3.1B | — | ||
| Q1 24 | $2.7B | — |
股东权益FTAIUNIT
| Q4 25 | $334.2M | — | ||
| Q3 25 | $252.5M | $680.7M | ||
| Q2 25 | $164.9M | — | ||
| Q1 25 | $28.3M | — | ||
| Q4 24 | $81.4M | — | ||
| Q3 24 | $118.5M | — | ||
| Q2 24 | $69.6M | — | ||
| Q1 24 | $177.1M | — |
总资产FTAIUNIT
| Q4 25 | $4.4B | — | ||
| Q3 25 | $4.2B | $12.1B | ||
| Q2 25 | $4.1B | — | ||
| Q1 25 | $4.3B | — | ||
| Q4 24 | $4.0B | — | ||
| Q3 24 | $3.7B | — | ||
| Q2 24 | $3.4B | — | ||
| Q1 24 | $3.2B | — |
负债/权益比FTAIUNIT
| Q4 25 | 10.32× | — | ||
| Q3 25 | 13.65× | 13.64× | ||
| Q2 25 | 20.88× | — | ||
| Q1 25 | 128.56× | — | ||
| Q4 24 | 42.28× | — | ||
| Q3 24 | 27.15× | — | ||
| Q2 24 | 44.24× | — | ||
| Q1 24 | 15.21× | — |
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 | $229.8M |
| 自由现金流经营现金流 - 资本支出 | $-189.3M | — |
| 自由现金流率自由现金流/营收 | -28.6% | — |
| 资本支出强度资本支出/营收 | 1.5% | — |
| 现金转化率经营现金流/净利润 | -1.55× | 0.14× |
| 过去12个月自由现金流最近4个季度 | $-338.5M | — |
8季度趋势，按日历期对齐
经营现金流FTAIUNIT
| Q4 25 | $-179.1M | — | ||
| Q3 25 | $4.6M | $229.8M | ||
| Q2 25 | $-110.3M | — | ||
| Q1 25 | $-26.0M | — | ||
| Q4 24 | $-41.8M | — | ||
| Q3 24 | $41.5M | — | ||
| Q2 24 | $-187.3M | — | ||
| Q1 24 | $-345.0K | — |
自由现金流FTAIUNIT
| Q4 25 | $-189.3M | — | ||
| Q3 25 | $-1.8M | — | ||
| Q2 25 | $-117.2M | — | ||
| Q1 25 | $-30.1M | — | ||
| Q4 24 | $-48.1M | — | ||
| Q3 24 | $41.0M | — | ||
| Q2 24 | $-188.4M | — | ||
| Q1 24 | $-1.7M | — |
自由现金流率FTAIUNIT
| Q4 25 | -28.6% | — | ||
| Q3 25 | -0.3% | — | ||
| Q2 25 | -17.3% | — | ||
| Q1 25 | -6.0% | — | ||
| Q4 24 | -9.6% | — | ||
| Q3 24 | 8.8% | — | ||
| Q2 24 | -42.5% | — | ||
| Q1 24 | -0.5% | — |
资本支出强度FTAIUNIT
| Q4 25 | 1.5% | — | ||
| Q3 25 | 1.0% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 0.8% | — | ||
| Q4 24 | 1.3% | — | ||
| Q3 24 | 0.1% | — | ||
| Q2 24 | 0.3% | — | ||
| Q1 24 | 0.4% | — |
现金转化率FTAIUNIT
| Q4 25 | -1.55× | — | ||
| Q3 25 | 0.04× | 0.14× | ||
| Q2 25 | -0.67× | — | ||
| Q1 25 | -0.25× | — | ||
| Q4 24 | -0.41× | — | ||
| Q3 24 | 0.48× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | -0.01× | — |
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% |
UNIT
| Revenue And Sales | $315.5M | 44% |
| DSL Subscriber And Other | $102.7M | 14% |
| Fiber Subscriber | $77.7M | 11% |
| Business Services | $66.4M | 9% |
| Uniti Fiber | $55.7M | 8% |
| Wholesale | $54.8M | 8% |
| Sales Revenue | $27.3M | 4% |
| Time Division Multiplexing | $8.7M | 1% |
| Switched Access | $2.2M | 0% |
