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AerCap Holdings N.V.（AER）与Knight-Swift Transportation Holdings Inc.（KNX）财务数据对比。点击上方公司名可切换其他公司
AerCap Holdings N.V.的季度营收约是Knight-Swift Transportation Holdings Inc.的1.0倍（$1.9B vs $1.9B），AerCap Holdings N.V.净利率更高（66.7% vs 0.0%，领先66.7%），Knight-Swift Transportation Holdings Inc.同比增速更快（1.4% 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。
Knight-Swift是美国知名整车公路货运服务商，总部位于亚利桑那州菲尼克斯。该集团由同在菲尼克斯的Swift运输与Knight运输于2017年合并成立，旗下货运网络覆盖北美主要区域，为各行业客户提供专业可靠的整车物流运输服务。
AER vs KNX — 直观对比
营收规模更大
AER
是对方的1.0倍
$1.9B
营收增速更快
KNX
高出5.1%
-3.6%
净利率更高
AER
高出66.7%
0.0%
损益表 — Q2 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.9B |
| 净利润 | $1.3B | $96.0K |
| 毛利率 | — | — |
| 营业利润率 | 73.1% | 1.5% |
| 净利率 | 66.7% | 0.0% |
| 营收同比 | -3.6% | 1.4% |
| 净利润同比 | 181.0% | -76.6% |
| 每股收益（稀释后） | $7.09 | $-0.01 |
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AERKNX
| Q1 26 | — | $1.9B | ||
| Q4 25 | — | $1.9B | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | $1.9B | $1.9B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | $2.0B | $1.8B |
净利润AERKNX
| Q1 26 | — | $96.0K | ||
| Q4 25 | — | $-6.8M | ||
| Q3 25 | — | $7.9M | ||
| Q2 25 | $1.3B | $34.2M | ||
| Q1 25 | — | $30.6M | ||
| Q4 24 | — | $69.5M | ||
| Q3 24 | — | $30.5M | ||
| Q2 24 | $448.2M | $20.3M |
营业利润率AERKNX
| Q1 26 | — | 1.5% | ||
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | 73.1% | 3.9% | ||
| Q1 25 | — | 3.7% | ||
| Q4 24 | — | 4.2% | ||
| Q3 24 | — | 4.3% | ||
| Q2 24 | 25.1% | 3.4% |
净利率AERKNX
| Q1 26 | — | 0.0% | ||
| Q4 25 | — | -0.4% | ||
| Q3 25 | — | 0.4% | ||
| Q2 25 | 66.7% | 1.8% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | — | 3.7% | ||
| Q3 24 | — | 1.6% | ||
| Q2 24 | 22.9% | 1.1% |
每股收益（稀释后）AERKNX
| Q1 26 | — | $-0.01 | ||
| Q4 25 | — | $-0.04 | ||
| Q3 25 | — | $0.05 | ||
| Q2 25 | $7.09 | $0.21 | ||
| Q1 25 | — | $0.19 | ||
| Q4 24 | — | $0.43 | ||
| Q3 24 | — | $0.19 | ||
| Q2 24 | $2.28 | $0.13 |
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 | $222.8M |
| 总债务越低越好 | $46.1B | — |
| 股东权益账面价值 | $17.9B | $7.1B |
| 总资产 | $73.6B | $11.9B |
| 负债/权益比越低杠杆越低 | 2.57× | — |
8季度趋势，按日历期对齐
现金及短期投资AERKNX
| Q1 26 | — | $222.8M | ||
| Q4 25 | — | $220.4M | ||
| Q3 25 | — | $192.7M | ||
| Q2 25 | $2.7B | $216.3M | ||
| Q1 25 | — | $209.5M | ||
| Q4 24 | — | $218.3M | ||
| Q3 24 | — | $166.3M | ||
| Q2 24 | $1.4B | $186.5M |
总债务AERKNX
| Q1 26 | — | — | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | $46.1B | $1.8B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | $45.7B | $1.6B |
股东权益AERKNX
| Q1 26 | — | $7.1B | ||
| Q4 25 | — | $7.1B | ||
| Q3 25 | — | $7.1B | ||
| Q2 25 | $17.9B | $7.1B | ||
| Q1 25 | — | $7.1B | ||
| Q4 24 | — | $7.1B | ||
| Q3 24 | — | $7.1B | ||
| Q2 24 | $17.0B | $7.1B |
总资产AERKNX
| Q1 26 | — | $11.9B | ||
| Q4 25 | — | $12.0B | ||
| Q3 25 | — | $12.6B | ||
| Q2 25 | $73.6B | $12.5B | ||
| Q1 25 | — | $12.6B | ||
| Q4 24 | — | $12.7B | ||
| Q3 24 | — | $12.8B | ||
| Q2 24 | $71.1B | $12.6B |
负债/权益比AERKNX
| Q1 26 | — | — | ||
| Q4 25 | — | 0.25× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | 2.57× | 0.26× | ||
| Q1 25 | — | 0.26× | ||
| Q4 24 | — | 0.26× | ||
| Q3 24 | — | 0.26× | ||
| Q2 24 | 2.69× | 0.23× |
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 | — | $142.5M |
| 自由现金流经营现金流 - 资本支出 | — | $56.9M |
| 自由现金流率自由现金流/营收 | — | 3.1% |
| 资本支出强度资本支出/营收 | — | 4.6% |
| 现金转化率经营现金流/净利润 | — | 1484.79× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流AERKNX
| Q1 26 | — | $142.5M | ||
| Q4 25 | — | $723.2M | ||
| Q3 25 | — | $217.5M | ||
| Q2 25 | — | $216.5M | ||
| Q1 25 | — | $109.4M | ||
| Q4 24 | — | $274.3M | ||
| Q3 24 | — | $214.0M | ||
| Q2 24 | — | $273.4M |
自由现金流AERKNX
| Q1 26 | — | $56.9M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率AERKNX
| Q1 26 | — | 3.1% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度AERKNX
| Q1 26 | — | 4.6% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率AERKNX
| Q1 26 | — | 1484.79× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 27.67× | ||
| Q2 25 | — | 6.32× | ||
| Q1 25 | — | 3.57× | ||
| Q4 24 | — | 3.95× | ||
| Q3 24 | — | 7.03× | ||
| Q2 24 | — | 13.47× |
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
KNX
| Revenue, excluding truckload and LTL fuel surcharge | $1.6B | 89% |
| Truckload and LTL fuel surcharge | $212.2M | 11% |
