vs
Adeia Inc.（ADEA）与AerSale Corp（ASLE）财务数据对比。点击上方公司名可切换其他公司
Adeia Inc.的季度营收约是AerSale Corp的1.2倍（$104.8M vs $90.9M），Adeia Inc.净利率更高（21.7% vs 5.9%，领先15.8%），Adeia Inc.同比增速更快（19.5% vs -4.0%），过去两年Adeia Inc.的营收复合增速更高（9.5% vs 0.2%）
Adeia Inc.是一家全球化知识产权授权与创新企业，主营半导体制造、消费电子、媒体分发及智能设备领域的专利技术研发与商业化合作，与全球多家头部科技企业达成授权合作，推动相关行业技术升级。
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。
ADEA vs ASLE — 直观对比
营收规模更大
ADEA
是对方的1.2倍
$90.9M
营收增速更快
ADEA
高出23.5%
-4.0%
净利率更高
ADEA
高出15.8%
5.9%
两年增速更快
ADEA
近两年复合增速
0.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $104.8M | $90.9M |
| 净利润 | $22.8M | $5.4M |
| 毛利率 | — | 34.1% |
| 营业利润率 | 33.2% | 7.8% |
| 净利率 | 21.7% | 5.9% |
| 营收同比 | 19.5% | -4.0% |
| 净利润同比 | 92.8% | 99.7% |
| 每股收益（稀释后） | $0.20 | $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ADEAASLE
| Q1 26 | $104.8M | — | ||
| Q4 25 | $182.6M | $90.9M | ||
| Q3 25 | $87.3M | $71.2M | ||
| Q2 25 | $85.7M | $107.4M | ||
| Q1 25 | $87.7M | $65.8M | ||
| Q4 24 | $119.2M | $94.7M | ||
| Q3 24 | $86.1M | $82.7M | ||
| Q2 24 | $87.3M | $77.1M |
净利润ADEAASLE
| Q1 26 | $22.8M | — | ||
| Q4 25 | $73.7M | $5.4M | ||
| Q3 25 | $8.8M | $-120.0K | ||
| Q2 25 | $16.7M | $8.6M | ||
| Q1 25 | $11.8M | $-5.3M | ||
| Q4 24 | $36.0M | $2.7M | ||
| Q3 24 | $19.3M | $509.0K | ||
| Q2 24 | $8.4M | $-3.6M |
毛利率ADEAASLE
| Q1 26 | — | — | ||
| 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% |
营业利润率ADEAASLE
| Q1 26 | 33.2% | — | ||
| Q4 25 | 59.5% | 7.8% | ||
| Q3 25 | 30.9% | 4.0% | ||
| Q2 25 | 19.1% | 11.7% | ||
| Q1 25 | 26.0% | -10.1% | ||
| Q4 24 | 48.2% | 5.2% | ||
| Q3 24 | 32.7% | 2.4% | ||
| Q2 24 | 27.1% | -2.4% |
净利率ADEAASLE
| Q1 26 | 21.7% | — | ||
| Q4 25 | 40.4% | 5.9% | ||
| Q3 25 | 10.1% | -0.2% | ||
| Q2 25 | 19.5% | 8.0% | ||
| Q1 25 | 13.5% | -8.0% | ||
| Q4 24 | 30.2% | 2.9% | ||
| Q3 24 | 22.4% | 0.6% | ||
| Q2 24 | 9.6% | -4.7% |
每股收益（稀释后）ADEAASLE
| Q1 26 | $0.20 | — | ||
| Q4 25 | $0.66 | $0.10 | ||
| Q3 25 | $0.08 | $0.00 | ||
| Q2 25 | $0.15 | $0.18 | ||
| Q1 25 | $0.10 | $-0.10 | ||
| Q4 24 | $0.32 | $0.05 | ||
| Q3 24 | $0.17 | $0.01 | ||
| Q2 24 | $0.07 | $-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 | $53.3M | $4.4M |
| 总债务越低越好 | — | $1.3M |
| 股东权益账面价值 | — | $424.4M |
| 总资产 | $1.0B | $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ADEAASLE
| Q1 26 | $53.3M | — | ||
| Q4 25 | $136.7M | $4.4M | ||
| Q3 25 | $115.1M | $5.3M | ||
| Q2 25 | $116.5M | $5.7M | ||
| Q1 25 | $116.5M | $4.7M | ||
| Q4 24 | $110.4M | $4.7M | ||
| Q3 24 | $89.2M | $9.8M | ||
| Q2 24 | $94.5M | $4.3M |
总债务ADEAASLE
| Q1 26 | — | — | ||
| Q4 25 | $418.5M | $1.3M | ||
| Q3 25 | $438.7M | $1.5M | ||
| Q2 25 | $448.9M | $907.0K | ||
| Q1 25 | $459.2M | $1.1M | ||
| Q4 24 | $475.5M | $1.2M | ||
| Q3 24 | $524.4M | $376.0K | ||
| Q2 24 | $535.6M | $522.0K |
股东权益ADEAASLE
| Q1 26 | — | — | ||
| Q4 25 | $480.5M | $424.4M | ||
| Q3 25 | $413.7M | $417.1M | ||
| Q2 25 | $402.9M | $415.9M | ||
| Q1 25 | $389.5M | $406.5M | ||
| Q4 24 | $396.6M | $455.6M | ||
| Q3 24 | $378.2M | $451.5M | ||
| Q2 24 | $359.1M | $449.8M |
总资产ADEAASLE
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | $640.5M | ||
| Q3 25 | $1.1B | $646.3M | ||
| Q2 25 | $1.1B | $646.7M | ||
| Q1 25 | $1.1B | $646.1M | ||
| Q4 24 | $1.1B | $604.7M | ||
| Q3 24 | $1.1B | $601.5M | ||
| Q2 24 | $1.1B | $598.7M |
负债/权益比ADEAASLE
| Q1 26 | — | — | ||
| Q4 25 | 0.87× | 0.00× | ||
| Q3 25 | 1.06× | 0.00× | ||
| Q2 25 | 1.11× | 0.00× | ||
| Q1 25 | 1.18× | 0.00× | ||
| Q4 24 | 1.20× | 0.00× | ||
| Q3 24 | 1.39× | 0.00× | ||
| Q2 24 | 1.49× | 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 | $58.5M | $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 | 2.57× | 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ADEAASLE
| Q1 26 | $58.5M | — | ||
| Q4 25 | $60.0M | $11.4M | ||
| Q3 25 | $17.8M | $-8.9M | ||
| Q2 25 | $23.1M | $19.8M | ||
| Q1 25 | $57.1M | $-45.2M | ||
| Q4 24 | $107.5M | $37.5M | ||
| Q3 24 | $14.3M | $10.4M | ||
| Q2 24 | $23.5M | $-15.3M |
自由现金流ADEAASLE
| Q1 26 | — | — | ||
| Q4 25 | $59.4M | $9.8M | ||
| Q3 25 | $17.0M | $-9.8M | ||
| Q2 25 | $22.9M | $18.6M | ||
| Q1 25 | $56.9M | $-47.6M | ||
| Q4 24 | $106.9M | $32.3M | ||
| Q3 24 | $14.3M | $8.9M | ||
| Q2 24 | $23.0M | $-18.9M |
自由现金流率ADEAASLE
| Q1 26 | — | — | ||
| Q4 25 | 32.5% | 10.8% | ||
| Q3 25 | 19.5% | -13.8% | ||
| Q2 25 | 26.7% | 17.3% | ||
| Q1 25 | 64.9% | -72.4% | ||
| Q4 24 | 89.7% | 34.0% | ||
| Q3 24 | 16.6% | 10.7% | ||
| Q2 24 | 26.4% | -24.6% |
资本支出强度ADEAASLE
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 1.7% | ||
| Q3 25 | 0.9% | 1.3% | ||
| Q2 25 | 0.2% | 1.1% | ||
| Q1 25 | 0.3% | 3.7% | ||
| Q4 24 | 0.5% | 5.6% | ||
| Q3 24 | 0.1% | 1.9% | ||
| Q2 24 | 0.5% | 4.7% |
现金转化率ADEAASLE
| Q1 26 | 2.57× | — | ||
| Q4 25 | 0.81× | 2.11× | ||
| Q3 25 | 2.02× | — | ||
| Q2 25 | 1.38× | 2.31× | ||
| Q1 25 | 4.84× | — | ||
| Q4 24 | 2.98× | 13.89× | ||
| Q3 24 | 0.74× | 20.52× | ||
| Q2 24 | 2.80× | — |
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
ADEA
暂无分部数据
ASLE
| Products | $57.8M | 64% |
| Maintenance | $23.2M | 26% |
| Leasing Arrangements | $9.9M | 11% |
