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American Assets Trust, Inc.(AAT)与AerSale Corp(ASLE)财务数据对比。点击上方公司名可切换其他公司
American Assets Trust, Inc.的季度营收约是AerSale Corp的1.2倍($110.6M vs $90.9M),American Assets Trust, Inc.净利率更高(6.1% vs 5.9%,领先0.2%),American Assets Trust, Inc.同比增速更快(1.8% vs -4.0%),过去两年AerSale Corp的营收复合增速更高(0.2% vs -0.1%)
该公司是一家大型英国投资信托,在伦敦证券交易所上市,同时是富时250指数的成分股,现任董事长为获颁CBE勋章的伊恩·弗格森。
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。
AAT vs ASLE — 直观对比
营收规模更大
AAT
是对方的1.2倍
$90.9M
营收增速更快
AAT
高出5.8%
-4.0%
净利率更高
AAT
高出0.2%
5.9%
两年增速更快
ASLE
近两年复合增速
-0.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $110.6M | $90.9M |
| 净利润 | $6.7M | $5.4M |
| 毛利率 | — | 34.1% |
| 营业利润率 | 23.4% | 7.8% |
| 净利率 | 6.1% | 5.9% |
| 营收同比 | 1.8% | -4.0% |
| 净利润同比 | -16.3% | 99.7% |
| 每股收益(稀释后) | $0.08 | $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
AAT
ASLE
| Q1 26 | $110.6M | — | ||
| Q4 25 | $110.1M | $90.9M | ||
| Q3 25 | $109.6M | $71.2M | ||
| Q2 25 | $107.9M | $107.4M | ||
| Q1 25 | $108.6M | $65.8M | ||
| Q4 24 | $113.5M | $94.7M | ||
| Q3 24 | $122.8M | $82.7M | ||
| Q2 24 | $110.9M | $77.1M |
净利润
AAT
ASLE
| Q1 26 | $6.7M | — | ||
| Q4 25 | — | $5.4M | ||
| Q3 25 | $4.5M | $-120.0K | ||
| Q2 25 | $5.5M | $8.6M | ||
| Q1 25 | $42.5M | $-5.3M | ||
| Q4 24 | — | $2.7M | ||
| Q3 24 | $16.7M | $509.0K | ||
| Q2 24 | $11.9M | $-3.6M |
毛利率
AAT
ASLE
| Q1 26 | — | — | ||
| Q4 25 | 59.4% | 34.1% | ||
| Q3 25 | 60.5% | 30.2% | ||
| Q2 25 | 62.6% | 32.9% | ||
| Q1 25 | 62.0% | 27.3% | ||
| Q4 24 | 61.3% | 31.4% | ||
| Q3 24 | 65.5% | 28.6% | ||
| Q2 24 | 63.6% | 28.2% |
营业利润率
AAT
ASLE
| Q1 26 | 23.4% | — | ||
| Q4 25 | 21.1% | 7.8% | ||
| Q3 25 | 22.6% | 4.0% | ||
| Q2 25 | 24.1% | 11.7% | ||
| Q1 25 | 66.3% | -10.1% | ||
| Q4 24 | 26.5% | 5.2% | ||
| Q3 24 | 30.8% | 2.4% | ||
| Q2 24 | 27.8% | -2.4% |
净利率
AAT
ASLE
| Q1 26 | 6.1% | — | ||
| Q4 25 | — | 5.9% | ||
| Q3 25 | 4.1% | -0.2% | ||
| Q2 25 | 5.1% | 8.0% | ||
| Q1 25 | 39.2% | -8.0% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | 13.6% | 0.6% | ||
| Q2 24 | 10.7% | -4.7% |
每股收益(稀释后)
AAT
ASLE
| Q1 26 | $0.08 | — | ||
| Q4 25 | $0.06 | $0.10 | ||
| Q3 25 | $0.07 | $0.00 | ||
| Q2 25 | $0.09 | $0.18 | ||
| Q1 25 | $0.70 | $-0.10 | ||
| Q4 24 | $0.14 | $0.05 | ||
| Q3 24 | $0.28 | $0.01 | ||
| Q2 24 | $0.20 | $-0.07 |
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 | $118.3M | $4.4M |
| 总债务越低越好 | — | $1.3M |
| 股东权益账面价值 | $1.1B | $424.4M |
| 总资产 | $2.9B | $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
AAT
ASLE
| Q1 26 | $118.3M | — | ||
| Q4 25 | $129.4M | $4.4M | ||
| Q3 25 | $138.7M | $5.3M | ||
| Q2 25 | $143.7M | $5.7M | ||
| Q1 25 | $143.9M | $4.7M | ||
| Q4 24 | $425.7M | $4.7M | ||
| Q3 24 | $533.0M | $9.8M | ||
| Q2 24 | $114.9M | $4.3M |
总债务
AAT
ASLE
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | $1.3M | ||
| Q3 25 | — | $1.5M | ||
| Q2 25 | — | $907.0K | ||
| Q1 25 | — | $1.1M | ||
| Q4 24 | $2.0B | $1.2M | ||
| Q3 24 | — | $376.0K | ||
| Q2 24 | — | $522.0K |
股东权益
AAT
ASLE
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.2B | $424.4M | ||
| Q3 25 | $1.2B | $417.1M | ||
| Q2 25 | $1.2B | $415.9M | ||
| Q1 25 | $1.2B | $406.5M | ||
| Q4 24 | $1.2B | $455.6M | ||
| Q3 24 | $1.2B | $451.5M | ||
| Q2 24 | $1.2B | $449.8M |
总资产
AAT
ASLE
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | $640.5M | ||
| Q3 25 | $2.9B | $646.3M | ||
| Q2 25 | $3.0B | $646.7M | ||
| Q1 25 | $3.0B | $646.1M | ||
| Q4 24 | $3.3B | $604.7M | ||
| Q3 24 | $3.4B | $601.5M | ||
| Q2 24 | $3.0B | $598.7M |
负债/权益比
AAT
ASLE
| Q1 26 | — | — | ||
| Q4 25 | 1.48× | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | 1.72× | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
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 | — | $11.4M |
| 自由现金流经营现金流 - 资本支出 | — | $9.8M |
| 自由现金流率自由现金流/营收 | — | 10.8% |
| 资本支出强度资本支出/营收 | 14.5% | 1.7% |
| 现金转化率经营现金流/净利润 | — | 2.11× |
| 过去12个月自由现金流最近4个季度 | — | $-29.1M |
8季度趋势,按日历期对齐
经营现金流
AAT
ASLE
| Q1 26 | — | — | ||
| Q4 25 | $167.1M | $11.4M | ||
| Q3 25 | $40.5M | $-8.9M | ||
| Q2 25 | $49.2M | $19.8M | ||
| Q1 25 | $36.9M | $-45.2M | ||
| Q4 24 | $207.1M | $37.5M | ||
| Q3 24 | $52.4M | $10.4M | ||
| Q2 24 | $59.3M | $-15.3M |
自由现金流
AAT
ASLE
| Q1 26 | — | — | ||
| Q4 25 | $94.9M | $9.8M | ||
| Q3 25 | $23.1M | $-9.8M | ||
| Q2 25 | $28.4M | $18.6M | ||
| Q1 25 | $20.4M | $-47.6M | ||
| Q4 24 | $136.9M | $32.3M | ||
| Q3 24 | $28.0M | $8.9M | ||
| Q2 24 | $43.6M | $-18.9M |
自由现金流率
AAT
ASLE
| Q1 26 | — | — | ||
| Q4 25 | 86.2% | 10.8% | ||
| Q3 25 | 21.1% | -13.8% | ||
| Q2 25 | 26.3% | 17.3% | ||
| Q1 25 | 18.8% | -72.4% | ||
| Q4 24 | 120.7% | 34.0% | ||
| Q3 24 | 22.8% | 10.7% | ||
| Q2 24 | 39.3% | -24.6% |
资本支出强度
AAT
ASLE
| Q1 26 | 14.5% | — | ||
| Q4 25 | 65.6% | 1.7% | ||
| Q3 25 | 15.9% | 1.3% | ||
| Q2 25 | 19.3% | 1.1% | ||
| Q1 25 | 15.1% | 3.7% | ||
| Q4 24 | 61.9% | 5.6% | ||
| Q3 24 | 19.9% | 1.9% | ||
| Q2 24 | 14.1% | 4.7% |
现金转化率
AAT
ASLE
| Q1 26 | — | — | ||
| Q4 25 | — | 2.11× | ||
| Q3 25 | 8.98× | — | ||
| Q2 25 | 9.01× | 2.31× | ||
| Q1 25 | 0.87× | — | ||
| Q4 24 | — | 13.89× | ||
| Q3 24 | 3.15× | 20.52× | ||
| Q2 24 | 4.98× | — |
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
AAT
| Rental income | $104.4M | 94% |
| Other | $6.2M | 6% |
ASLE
| Products | $57.8M | 64% |
| Maintenance | $23.2M | 26% |
| Leasing Arrangements | $9.9M | 11% |