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ARBOR REALTY TRUST INC（ABR）与AerSale Corp（ASLE）财务数据对比。点击上方公司名可切换其他公司
ARBOR REALTY TRUST INC的季度营收约是AerSale Corp的1.5倍（$133.4M vs $90.9M），AerSale Corp同比增速更快（-4.0% vs -12.1%），过去两年AerSale Corp的营收复合增速更高（0.2% vs -8.9%）
Arbor Realty Trust Inc.是总部位于美国的专业房地产投资信托（REIT）企业，主要为多户住宅及商业地产项目提供结构性融资服务，涵盖过渡贷款、机构贷款、夹层融资等品类，服务覆盖美国各地的地产持有者、开发商及房产投资群体。
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。
ABR vs ASLE — 直观对比
营收规模更大
ABR
是对方的1.5倍
$90.9M
营收增速更快
ASLE
高出8.1%
-12.1%
两年增速更快
ASLE
近两年复合增速
-8.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $133.4M | $90.9M |
| 净利润 | — | $5.4M |
| 毛利率 | — | 34.1% |
| 营业利润率 | — | 7.8% |
| 净利率 | — | 5.9% |
| 营收同比 | -12.1% | -4.0% |
| 净利润同比 | — | 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ABRASLE
| Q4 25 | $133.4M | $90.9M | ||
| Q3 25 | $112.4M | $71.2M | ||
| Q2 25 | $130.4M | $107.4M | ||
| Q1 25 | $134.2M | $65.8M | ||
| Q4 24 | $151.7M | $94.7M | ||
| Q3 24 | $156.7M | $82.7M | ||
| Q2 24 | $153.1M | $77.1M | ||
| Q1 24 | $160.7M | $90.5M |
净利润ABRASLE
| Q4 25 | — | $5.4M | ||
| Q3 25 | $52.0M | $-120.0K | ||
| Q2 25 | $36.3M | $8.6M | ||
| Q1 25 | $43.4M | $-5.3M | ||
| Q4 24 | — | $2.7M | ||
| Q3 24 | $73.5M | $509.0K | ||
| Q2 24 | $61.8M | $-3.6M | ||
| Q1 24 | $73.2M | $6.3M |
毛利率ABRASLE
| 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ABRASLE
| Q4 25 | — | 7.8% | ||
| Q3 25 | — | 4.0% | ||
| Q2 25 | — | 11.7% | ||
| Q1 25 | — | -10.1% | ||
| Q4 24 | — | 5.2% | ||
| Q3 24 | — | 2.4% | ||
| Q2 24 | — | -2.4% | ||
| Q1 24 | 46.9% | 5.2% |
净利率ABRASLE
| Q4 25 | — | 5.9% | ||
| Q3 25 | 46.3% | -0.2% | ||
| Q2 25 | 27.8% | 8.0% | ||
| Q1 25 | 32.3% | -8.0% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | 46.9% | 0.6% | ||
| Q2 24 | 40.4% | -4.7% | ||
| Q1 24 | 45.6% | 6.9% |
每股收益（稀释后）ABRASLE
| Q4 25 | $0.08 | $0.10 | ||
| Q3 25 | $0.20 | $0.00 | ||
| Q2 25 | $0.12 | $0.18 | ||
| Q1 25 | $0.16 | $-0.10 | ||
| Q4 24 | $0.31 | $0.05 | ||
| Q3 24 | $0.31 | $0.01 | ||
| Q2 24 | $0.25 | $-0.07 | ||
| Q1 24 | $0.31 | $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 | $482.9M | $4.4M |
| 总债务越低越好 | $11.1B | $1.3M |
| 股东权益账面价值 | $3.0B | $424.4M |
| 总资产 | $14.5B | $640.5M |
| 负债/权益比越低杠杆越低 | 3.75× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资ABRASLE
| Q4 25 | $482.9M | $4.4M | ||
| Q3 25 | $423.4M | $5.3M | ||
| Q2 25 | $255.7M | $5.7M | ||
| Q1 25 | $308.8M | $4.7M | ||
| Q4 24 | $503.8M | $4.7M | ||
| Q3 24 | $687.5M | $9.8M | ||
| Q2 24 | $737.5M | $4.3M | ||
| Q1 24 | $908.0M | $2.6M |
总债务ABRASLE
| Q4 25 | $11.1B | $1.3M | ||
| Q3 25 | $10.4B | $1.5M | ||
| Q2 25 | $10.1B | $907.0K | ||
| Q1 25 | $9.9B | $1.1M | ||
| Q4 24 | $10.0B | $1.2M | ||
| Q3 24 | $10.3B | $376.0K | ||
| Q2 24 | $10.6B | $522.0K | ||
| Q1 24 | $11.4B | $3.5M |
股东权益ABRASLE
| Q4 25 | $3.0B | $424.4M | ||
| Q3 25 | $3.0B | $417.1M | ||
| Q2 25 | $3.0B | $415.9M | ||
| Q1 25 | $3.0B | $406.5M | ||
| Q4 24 | $3.0B | $455.6M | ||
| Q3 24 | $3.0B | $451.5M | ||
| Q2 24 | $3.1B | $449.8M | ||
| Q1 24 | $3.1B | $452.0M |
总资产ABRASLE
| Q4 25 | $14.5B | $640.5M | ||
| Q3 25 | $13.9B | $646.3M | ||
| Q2 25 | $13.6B | $646.7M | ||
| Q1 25 | $13.4B | $646.1M | ||
| Q4 24 | $13.5B | $604.7M | ||
| Q3 24 | $13.9B | $601.5M | ||
| Q2 24 | $14.2B | $598.7M | ||
| Q1 24 | $15.1B | $571.7M |
负债/权益比ABRASLE
| Q4 25 | 3.75× | 0.00× | ||
| Q3 25 | 3.47× | 0.00× | ||
| Q2 25 | 3.40× | 0.00× | ||
| Q1 25 | 3.29× | 0.00× | ||
| Q4 24 | 3.29× | 0.00× | ||
| Q3 24 | 3.40× | 0.00× | ||
| Q2 24 | 3.47× | 0.00× | ||
| Q1 24 | 3.68× | 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 | $372.4M | $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 | — | 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ABRASLE
| Q4 25 | $372.4M | $11.4M | ||
| Q3 25 | $178.7M | $-8.9M | ||
| Q2 25 | $60.0M | $19.8M | ||
| Q1 25 | $150.5M | $-45.2M | ||
| Q4 24 | $461.5M | $37.5M | ||
| Q3 24 | $85.0M | $10.4M | ||
| Q2 24 | $69.9M | $-15.3M | ||
| Q1 24 | $260.0M | $-21.5M |
自由现金流ABRASLE
| Q4 25 | — | $9.8M | ||
| Q3 25 | — | $-9.8M | ||
| Q2 25 | — | $18.6M | ||
| Q1 25 | — | $-47.6M | ||
| Q4 24 | — | $32.3M | ||
| Q3 24 | — | $8.9M | ||
| Q2 24 | — | $-18.9M | ||
| Q1 24 | — | $-25.0M |
自由现金流率ABRASLE
| Q4 25 | — | 10.8% | ||
| Q3 25 | — | -13.8% | ||
| Q2 25 | — | 17.3% | ||
| Q1 25 | — | -72.4% | ||
| Q4 24 | — | 34.0% | ||
| Q3 24 | — | 10.7% | ||
| Q2 24 | — | -24.6% | ||
| Q1 24 | — | -27.7% |
资本支出强度ABRASLE
| Q4 25 | — | 1.7% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 3.7% | ||
| Q4 24 | — | 5.6% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 4.7% | ||
| Q1 24 | — | 3.9% |
现金转化率ABRASLE
| Q4 25 | — | 2.11× | ||
| Q3 25 | 3.44× | — | ||
| Q2 25 | 1.65× | 2.31× | ||
| Q1 25 | 3.47× | — | ||
| Q4 24 | — | 13.89× | ||
| Q3 24 | 1.16× | 20.52× | ||
| Q2 24 | 1.13× | — | ||
| Q1 24 | 3.55× | -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
ABR
暂无分部数据
ASLE
| Products | $57.8M | 64% |
| Maintenance | $23.2M | 26% |
| Leasing Arrangements | $9.9M | 11% |
