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ATLANTIC AMERICAN CORP（AAME）与AerSale Corp（ASLE）财务数据对比。点击上方公司名可切换其他公司
AerSale Corp的季度营收约是ATLANTIC AMERICAN CORP的1.7倍（$90.9M vs $53.8M），AerSale Corp净利率更高（5.9% vs 1.1%，领先4.9%），ATLANTIC AMERICAN CORP同比增速更快（20.8% vs -4.0%），AerSale Corp自由现金流更多（$9.8M vs $6.6M），过去两年ATLANTIC AMERICAN CORP的营收复合增速更高（7.2% vs 0.2%）
大西洋电报公司成立于1856年11月6日，主要业务是铺设并运营跨大西洋商业电报电缆，这也是人类历史上第一条跨大西洋的电信通信链路。
AerSale Corp总部位于美国佛罗里达州多拉市，是一家面向航空领域的全球供应商，主要为客运及货运航空公司、政府机构、跨国整机制造商与独立维修机构提供商用喷气飞机二手整机、发动机、航空耗材，并提供航空工程服务，同时该公司也是飞机机队回收协会的成员企业。
AAME vs ASLE — 直观对比
营收规模更大
ASLE
是对方的1.7倍
$53.8M
营收增速更快
AAME
高出24.8%
-4.0%
净利率更高
ASLE
高出4.9%
1.1%
自由现金流更多
ASLE
多$3.2M
$6.6M
两年增速更快
AAME
近两年复合增速
0.2%
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $53.8M | $90.9M |
| 净利润 | $577.0K | $5.4M |
| 毛利率 | — | 34.1% |
| 营业利润率 | 1.4% | 7.8% |
| 净利率 | 1.1% | 5.9% |
| 营收同比 | 20.8% | -4.0% |
| 净利润同比 | 128.9% | 99.7% |
| 每股收益（稀释后） | $0.02 | $0.10 |
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AAMEASLE
| Q4 25 | — | $90.9M | ||
| Q3 25 | $53.8M | $71.2M | ||
| Q2 25 | $55.3M | $107.4M | ||
| Q1 25 | $50.1M | $65.8M | ||
| Q4 24 | $49.0M | $94.7M | ||
| Q3 24 | $44.5M | $82.7M | ||
| Q2 24 | $47.7M | $77.1M | ||
| Q1 24 | $47.0M | $90.5M |
净利润AAMEASLE
| Q4 25 | — | $5.4M | ||
| Q3 25 | $577.0K | $-120.0K | ||
| Q2 25 | $3.3M | $8.6M | ||
| Q1 25 | $802.0K | $-5.3M | ||
| Q4 24 | $412.0K | $2.7M | ||
| Q3 24 | $-2.0M | $509.0K | ||
| Q2 24 | $-684.0K | $-3.6M | ||
| Q1 24 | $-2.0M | $6.3M |
毛利率AAMEASLE
| Q4 25 | — | 34.1% | ||
| Q3 25 | — | 30.2% | ||
| Q2 25 | — | 32.9% | ||
| Q1 25 | — | 27.3% | ||
| Q4 24 | — | 31.4% | ||
| Q3 24 | — | 28.6% | ||
| Q2 24 | — | 28.2% | ||
| Q1 24 | — | 31.8% |
营业利润率AAMEASLE
| Q4 25 | — | 7.8% | ||
| Q3 25 | 1.4% | 4.0% | ||
| Q2 25 | 7.6% | 11.7% | ||
| Q1 25 | 2.1% | -10.1% | ||
| Q4 24 | 1.1% | 5.2% | ||
| Q3 24 | -5.5% | 2.4% | ||
| Q2 24 | -1.8% | -2.4% | ||
| Q1 24 | -5.3% | 5.2% |
净利率AAMEASLE
| Q4 25 | — | 5.9% | ||
| Q3 25 | 1.1% | -0.2% | ||
| Q2 25 | 6.0% | 8.0% | ||
| Q1 25 | 1.6% | -8.0% | ||
| Q4 24 | 0.8% | 2.9% | ||
| Q3 24 | -4.5% | 0.6% | ||
| Q2 24 | -1.4% | -4.7% | ||
| Q1 24 | -4.3% | 6.9% |
每股收益（稀释后）AAMEASLE
| Q4 25 | — | $0.10 | ||
| Q3 25 | $0.02 | $0.00 | ||
| Q2 25 | $0.15 | $0.18 | ||
| Q1 25 | $0.03 | $-0.10 | ||
| Q4 24 | $0.01 | $0.05 | ||
| Q3 24 | $-0.10 | $0.01 | ||
| Q2 24 | $-0.04 | $-0.07 | ||
| Q1 24 | $-0.10 | $0.12 |
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 | $34.4M | $4.4M |
| 总债务越低越好 | — | $1.3M |
| 股东权益账面价值 | $109.5M | $424.4M |
| 总资产 | $430.9M | $640.5M |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资AAMEASLE
| Q4 25 | — | $4.4M | ||
| Q3 25 | $34.4M | $5.3M | ||
| Q2 25 | $46.4M | $5.7M | ||
| Q1 25 | $35.9M | $4.7M | ||
| Q4 24 | $35.6M | $4.7M | ||
| Q3 24 | $23.0M | $9.8M | ||
| Q2 24 | $21.2M | $4.3M | ||
| Q1 24 | $21.2M | $2.6M |
总债务AAMEASLE
| Q4 25 | — | $1.3M | ||
| Q3 25 | — | $1.5M | ||
| Q2 25 | — | $907.0K | ||
| Q1 25 | — | $1.1M | ||
| Q4 24 | — | $1.2M | ||
| Q3 24 | — | $376.0K | ||
| Q2 24 | — | $522.0K | ||
| Q1 24 | — | $3.5M |
股东权益AAMEASLE
| Q4 25 | — | $424.4M | ||
| Q3 25 | $109.5M | $417.1M | ||
| Q2 25 | $106.2M | $415.9M | ||
| Q1 25 | $102.4M | $406.5M | ||
| Q4 24 | $99.6M | $455.6M | ||
| Q3 24 | $105.8M | $451.5M | ||
| Q2 24 | $100.7M | $449.8M | ||
| Q1 24 | $102.8M | $452.0M |
总资产AAMEASLE
| Q4 25 | — | $640.5M | ||
| Q3 25 | $430.9M | $646.3M | ||
| Q2 25 | $429.3M | $646.7M | ||
| Q1 25 | $388.4M | $646.1M | ||
| Q4 24 | $393.4M | $604.7M | ||
| Q3 24 | $387.0M | $601.5M | ||
| Q2 24 | $386.0M | $598.7M | ||
| Q1 24 | $365.8M | $571.7M |
负债/权益比AAMEASLE
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.01× |
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 | $6.6M | $11.4M |
| 自由现金流经营现金流 - 资本支出 | $6.6M | $9.8M |
| 自由现金流率自由现金流/营收 | 12.3% | 10.8% |
| 资本支出强度资本支出/营收 | 0.1% | 1.7% |
| 现金转化率经营现金流/净利润 | 11.51× | 2.11× |
| 过去12个月自由现金流最近4个季度 | $19.3M | $-29.1M |
8季度趋势，按日历期对齐
经营现金流AAMEASLE
| Q4 25 | — | $11.4M | ||
| Q3 25 | $6.6M | $-8.9M | ||
| Q2 25 | $9.3M | $19.8M | ||
| Q1 25 | $-722.0K | $-45.2M | ||
| Q4 24 | $4.8M | $37.5M | ||
| Q3 24 | $90.0K | $10.4M | ||
| Q2 24 | $416.0K | $-15.3M | ||
| Q1 24 | $-5.3M | $-21.5M |
自由现金流AAMEASLE
| Q4 25 | — | $9.8M | ||
| Q3 25 | $6.6M | $-9.8M | ||
| Q2 25 | $9.1M | $18.6M | ||
| Q1 25 | $-986.0K | $-47.6M | ||
| Q4 24 | $4.6M | $32.3M | ||
| Q3 24 | $58.0K | $8.9M | ||
| Q2 24 | $361.0K | $-18.9M | ||
| Q1 24 | $-5.4M | $-25.0M |
自由现金流率AAMEASLE
| Q4 25 | — | 10.8% | ||
| Q3 25 | 12.3% | -13.8% | ||
| Q2 25 | 16.5% | 17.3% | ||
| Q1 25 | -2.0% | -72.4% | ||
| Q4 24 | 9.3% | 34.0% | ||
| Q3 24 | 0.1% | 10.7% | ||
| Q2 24 | 0.8% | -24.6% | ||
| Q1 24 | -11.4% | -27.7% |
资本支出强度AAMEASLE
| Q4 25 | — | 1.7% | ||
| Q3 25 | 0.1% | 1.3% | ||
| Q2 25 | 0.3% | 1.1% | ||
| Q1 25 | 0.5% | 3.7% | ||
| Q4 24 | 0.5% | 5.6% | ||
| Q3 24 | 0.1% | 1.9% | ||
| Q2 24 | 0.1% | 4.7% | ||
| Q1 24 | 0.1% | 3.9% |
现金转化率AAMEASLE
| Q4 25 | — | 2.11× | ||
| Q3 25 | 11.51× | — | ||
| Q2 25 | 2.80× | 2.31× | ||
| Q1 25 | -0.90× | — | ||
| Q4 24 | 11.65× | 13.89× | ||
| Q3 24 | — | 20.52× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -3.42× |
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
AAME
| Bankers Fidelity | $30.0M | 56% |
| American Southern | $23.7M | 44% |
ASLE
| Products | $57.8M | 64% |
| Maintenance | $23.2M | 26% |
| Leasing Arrangements | $9.9M | 11% |
