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AerCap Holdings N.V.（AER）与KLA Corporation（KLAC）财务数据对比。点击上方公司名可切换其他公司
KLA Corporation的季度营收约是AerCap Holdings N.V.的1.7倍（$3.3B vs $1.9B），AerCap Holdings N.V.净利率更高（66.7% vs 34.7%，领先32.0%），KLA Corporation同比增速更快（7.2% vs -3.6%）
AerCap Holdings N.V.是爱尔兰与美国合资的航空租赁企业，总部位于爱尔兰都柏林，在全球各地设有办事处。公司于纽交所上市，股票代码为AER，2014年收购ILFC、2021年斥资超300亿美元从通用电气收购GECAS后，成为全球规模最大的航空租赁公司。
KLA Corporation是总部位于美国加利福尼亚州米尔皮塔斯的企业，主营晶圆制造设备，为半导体及相关纳米电子行业提供过程控制与良率管理系统，产品及服务覆盖晶圆、光罩、集成电路、封装生产从研发到批量制造的全流程。
AER vs KLAC — 直观对比
营收规模更大
KLAC
是对方的1.7倍
$1.9B
营收增速更快
KLAC
高出10.8%
-3.6%
净利率更高
AER
高出32.0%
34.7%
损益表 — Q2 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $3.3B |
| 净利润 | $1.3B | $1.1B |
| 毛利率 | — | 61.4% |
| 营业利润率 | 73.1% | — |
| 净利率 | 66.7% | 34.7% |
| 营收同比 | -3.6% | 7.2% |
| 净利润同比 | 181.0% | 39.0% |
| 每股收益（稀释后） | $7.09 | $8.68 |
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AERKLAC
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | $1.9B | $3.2B | ||
| Q1 25 | — | $3.1B | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | $2.0B | $2.6B | ||
| Q1 24 | — | $2.4B |
净利润AERKLAC
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $824.5M | ||
| Q3 24 | — | $945.9M | ||
| Q2 24 | $448.2M | $836.4M | ||
| Q1 24 | — | $601.5M |
毛利率AERKLAC
| Q4 25 | — | 61.4% | ||
| Q3 25 | — | 61.3% | ||
| Q2 25 | — | 62.0% | ||
| Q1 25 | — | 61.6% | ||
| Q4 24 | — | 60.3% | ||
| Q3 24 | — | 59.6% | ||
| Q2 24 | — | 60.7% | ||
| Q1 24 | — | 57.9% |
营业利润率AERKLAC
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 73.1% | 41.9% | ||
| Q1 25 | — | 41.3% | ||
| Q4 24 | — | 31.6% | ||
| Q3 24 | — | 38.0% | ||
| Q2 24 | 25.1% | 36.8% | ||
| Q1 24 | — | 29.7% |
净利率AERKLAC
| Q4 25 | — | 34.7% | ||
| Q3 25 | — | 34.9% | ||
| Q2 25 | 66.7% | 37.9% | ||
| Q1 25 | — | 35.5% | ||
| Q4 24 | — | 26.8% | ||
| Q3 24 | — | 33.3% | ||
| Q2 24 | 22.9% | 32.6% | ||
| Q1 24 | — | 25.5% |
每股收益（稀释后）AERKLAC
| Q4 25 | — | $8.68 | ||
| Q3 25 | — | $8.47 | ||
| Q2 25 | $7.09 | $9.04 | ||
| Q1 25 | — | $8.16 | ||
| Q4 24 | — | $6.16 | ||
| Q3 24 | — | $7.01 | ||
| Q2 24 | $2.28 | $6.16 | ||
| Q1 24 | — | $4.43 |
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 | $2.7B | $2.5B |
| 总债务越低越好 | $46.1B | $5.9B |
| 股东权益账面价值 | $17.9B | $5.5B |
| 总资产 | $73.6B | $16.7B |
| 负债/权益比越低杠杆越低 | 2.57× | 1.08× |
8季度趋势，按日历期对齐
现金及短期投资AERKLAC
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | $2.7B | $2.1B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | $1.4B | $2.0B | ||
| Q1 24 | — | $1.8B |
总债务AERKLAC
| Q4 25 | — | $5.9B | ||
| Q3 25 | — | $5.9B | ||
| Q2 25 | $46.1B | $5.9B | ||
| Q1 25 | — | $5.9B | ||
| Q4 24 | — | $5.9B | ||
| Q3 24 | — | $5.9B | ||
| Q2 24 | $45.7B | $5.9B | ||
| Q1 24 | — | $5.9B |
股东权益AERKLAC
| Q4 25 | — | $5.5B | ||
| Q3 25 | — | $5.0B | ||
| Q2 25 | $17.9B | $4.7B | ||
| Q1 25 | — | $4.0B | ||
| Q4 24 | — | $3.6B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | $17.0B | $3.4B | ||
| Q1 24 | — | $3.1B |
总资产AERKLAC
| Q4 25 | — | $16.7B | ||
| Q3 25 | — | $16.3B | ||
| Q2 25 | $73.6B | $16.1B | ||
| Q1 25 | — | $15.2B | ||
| Q4 24 | — | $15.0B | ||
| Q3 24 | — | $15.7B | ||
| Q2 24 | $71.1B | $15.4B | ||
| Q1 24 | — | $15.0B |
负债/权益比AERKLAC
| Q4 25 | — | 1.08× | ||
| Q3 25 | — | 1.18× | ||
| Q2 25 | 2.57× | 1.25× | ||
| Q1 25 | — | 1.47× | ||
| Q4 24 | — | 1.64× | ||
| Q3 24 | — | 1.65× | ||
| Q2 24 | 2.69× | 1.75× | ||
| Q1 24 | — | 1.90× |
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 | — | $1.4B |
| 自由现金流经营现金流 - 资本支出 | — | $1.3B |
| 自由现金流率自由现金流/营收 | — | 38.3% |
| 资本支出强度资本支出/营收 | — | 3.2% |
| 现金转化率经营现金流/净利润 | — | 1.19× |
| 过去12个月自由现金流最近4个季度 | — | $4.4B |
8季度趋势，按日历期对齐
经营现金流AERKLAC
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $849.5M | ||
| Q3 24 | — | $995.2M | ||
| Q2 24 | — | $892.6M | ||
| Q1 24 | — | $910.0M |
自由现金流AERKLAC
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $990.0M | ||
| Q4 24 | — | $757.2M | ||
| Q3 24 | — | $934.8M | ||
| Q2 24 | — | $831.9M | ||
| Q1 24 | — | $838.2M |
自由现金流率AERKLAC
| Q4 25 | — | 38.3% | ||
| Q3 25 | — | 33.2% | ||
| Q2 25 | — | 33.5% | ||
| Q1 25 | — | 32.3% | ||
| Q4 24 | — | 24.6% | ||
| Q3 24 | — | 32.9% | ||
| Q2 24 | — | 32.4% | ||
| Q1 24 | — | 35.5% |
资本支出强度AERKLAC
| Q4 25 | — | 3.2% | ||
| Q3 25 | — | 3.0% | ||
| Q2 25 | — | 3.2% | ||
| Q1 25 | — | 2.7% | ||
| Q4 24 | — | 3.0% | ||
| Q3 24 | — | 2.1% | ||
| Q2 24 | — | 2.4% | ||
| Q1 24 | — | 3.0% |
现金转化率AERKLAC
| Q4 25 | — | 1.19× | ||
| Q3 25 | — | 1.04× | ||
| Q2 25 | — | 0.97× | ||
| Q1 25 | — | 0.99× | ||
| Q4 24 | — | 1.03× | ||
| Q3 24 | — | 1.05× | ||
| Q2 24 | — | 1.07× | ||
| Q1 24 | — | 1.51× |
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
AER
暂无分部数据
KLAC
| Wafer Inspection | $1.6B | 48% |
| Services | $786.1M | 24% |
| Patterning | $696.2M | 21% |
| Specialty Semiconductor Process | $121.6M | 4% |
| PCB And Component Inspection | $80.3M | 2% |
| Other Revenue | $40.2M | 1% |
