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AerCap Holdings N.V.（AER）与安森美半导体（ON）财务数据对比。点击上方公司名可切换其他公司
AerCap Holdings N.V.的季度营收约是安森美半导体的1.2倍（$1.9B vs $1.6B），AerCap Holdings N.V.净利率更高（66.7% vs 16.4%，领先50.3%），AerCap Holdings N.V.同比增速更快（-3.6% vs -10.0%）
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。
安森美半导体旗下原仙童半导体是总部位于美国加利福尼亚州圣何塞的半导体企业，1957年由从肖克利半导体实验室离职的“八叛逆”创立，是晶体管和集成电路制造领域的先驱，曾历经多次股权变更，1997年再度独立运营后并入安森美。
AER vs ON — 直观对比
营收规模更大
AER
是对方的1.2倍
$1.6B
营收增速更快
AER
高出6.3%
-10.0%
净利率更高
AER
高出50.3%
16.4%
损益表 — Q2 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.6B |
| 净利润 | $1.3B | $255.0M |
| 毛利率 | — | 37.9% |
| 营业利润率 | 73.1% | 17.0% |
| 净利率 | 66.7% | 16.4% |
| 营收同比 | -3.6% | -10.0% |
| 净利润同比 | 181.0% | -32.9% |
| 每股收益（稀释后） | $7.09 | $0.63 |
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AERON
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | $1.9B | $1.4B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | $2.0B | $1.7B | ||
| Q1 24 | — | $1.9B | ||
| Q4 23 | — | $2.0B |
净利润AERON
| Q4 25 | — | $255.0M | ||
| Q3 25 | — | $170.3M | ||
| Q2 25 | $1.3B | $-486.1M | ||
| Q4 24 | — | $379.9M | ||
| Q3 24 | — | $401.7M | ||
| Q2 24 | $448.2M | $338.2M | ||
| Q1 24 | — | $453.0M | ||
| Q4 23 | — | $562.7M |
毛利率AERON
| Q4 25 | — | 37.9% | ||
| Q3 25 | — | 37.6% | ||
| Q2 25 | — | 20.3% | ||
| Q4 24 | — | 45.2% | ||
| Q3 24 | — | 45.4% | ||
| Q2 24 | — | 45.2% | ||
| Q1 24 | — | 45.8% | ||
| Q4 23 | — | 46.7% |
营业利润率AERON
| Q4 25 | — | 17.0% | ||
| Q3 25 | — | 13.2% | ||
| Q2 25 | 73.1% | -39.7% | ||
| Q4 24 | — | 23.7% | ||
| Q3 24 | — | 25.3% | ||
| Q2 24 | 25.1% | 22.4% | ||
| Q1 24 | — | 28.2% | ||
| Q4 23 | — | 30.3% |
净利率AERON
| Q4 25 | — | 16.4% | ||
| Q3 25 | — | 11.6% | ||
| Q2 25 | 66.7% | -33.6% | ||
| Q4 24 | — | 22.1% | ||
| Q3 24 | — | 22.8% | ||
| Q2 24 | 22.9% | 19.5% | ||
| Q1 24 | — | 24.3% | ||
| Q4 23 | — | 27.9% |
每股收益（稀释后）AERON
| Q4 25 | — | $0.63 | ||
| Q3 25 | — | $0.41 | ||
| Q2 25 | $7.09 | $-1.15 | ||
| Q4 24 | — | $0.88 | ||
| Q3 24 | — | $0.93 | ||
| Q2 24 | $2.28 | $0.78 | ||
| Q1 24 | — | $1.04 | ||
| Q4 23 | — | $1.28 |
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 | $2.9B |
| 总债务越低越好 | $46.1B | $3.4B |
| 股东权益账面价值 | $17.9B | $7.9B |
| 总资产 | $73.6B | $13.0B |
| 负债/权益比越低杠杆越低 | 2.57× | 0.43× |
8季度趋势，按日历期对齐
现金及短期投资AERON
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $2.8B | ||
| Q2 25 | $2.7B | $3.0B | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | — | $2.8B | ||
| Q2 24 | $1.4B | $2.7B | ||
| Q1 24 | — | $2.6B | ||
| Q4 23 | — | $2.5B |
总债务AERON
| Q4 25 | — | $3.4B | ||
| Q3 25 | — | $3.4B | ||
| Q2 25 | $46.1B | $3.4B | ||
| Q4 24 | — | $3.4B | ||
| Q3 24 | — | $3.4B | ||
| Q2 24 | $45.7B | $3.4B | ||
| Q1 24 | — | $3.4B | ||
| Q4 23 | — | $3.4B |
股东权益AERON
| Q4 25 | — | $7.9B | ||
| Q3 25 | — | $7.9B | ||
| Q2 25 | $17.9B | $8.0B | ||
| Q4 24 | — | $8.8B | ||
| Q3 24 | — | $8.6B | ||
| Q2 24 | $17.0B | $8.3B | ||
| Q1 24 | — | $8.1B | ||
| Q4 23 | — | $7.8B |
总资产AERON
| Q4 25 | — | $13.0B | ||
| Q3 25 | — | $13.1B | ||
| Q2 25 | $73.6B | $13.3B | ||
| Q4 24 | — | $14.1B | ||
| Q3 24 | — | $13.9B | ||
| Q2 24 | $71.1B | $13.7B | ||
| Q1 24 | — | $13.5B | ||
| Q4 23 | — | $13.2B |
负债/权益比AERON
| Q4 25 | — | 0.43× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | 2.57× | 0.42× | ||
| Q4 24 | — | 0.38× | ||
| Q3 24 | — | 0.39× | ||
| Q2 24 | 2.69× | 0.41× | ||
| Q1 24 | — | 0.42× | ||
| Q4 23 | — | 0.43× |
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 | — | $418.7M |
| 自由现金流经营现金流 - 资本支出 | — | $372.4M |
| 自由现金流率自由现金流/营收 | — | 24.0% |
| 资本支出强度资本支出/营收 | — | 3.0% |
| 现金转化率经营现金流/净利润 | — | 1.64× |
| 过去12个月自由现金流最近4个季度 | — | $1.4B |
8季度趋势，按日历期对齐
经营现金流AERON
| Q4 25 | — | $418.7M | ||
| Q3 25 | — | $184.3M | ||
| Q2 25 | — | $602.3M | ||
| Q4 24 | — | $579.7M | ||
| Q3 24 | — | $465.8M | ||
| Q2 24 | — | $362.2M | ||
| Q1 24 | — | $498.7M | ||
| Q4 23 | — | $611.2M |
自由现金流AERON
| Q4 25 | — | $372.4M | ||
| Q3 25 | — | $106.1M | ||
| Q2 25 | — | $454.7M | ||
| Q4 24 | — | $434.8M | ||
| Q3 24 | — | $293.6M | ||
| Q2 24 | — | $207.7M | ||
| Q1 24 | — | $276.3M | ||
| Q4 23 | — | $257.2M |
自由现金流率AERON
| Q4 25 | — | 24.0% | ||
| Q3 25 | — | 7.2% | ||
| Q2 25 | — | 31.5% | ||
| Q4 24 | — | 25.2% | ||
| Q3 24 | — | 16.7% | ||
| Q2 24 | — | 12.0% | ||
| Q1 24 | — | 14.8% | ||
| Q4 23 | — | 12.7% |
资本支出强度AERON
| Q4 25 | — | 3.0% | ||
| Q3 25 | — | 5.3% | ||
| Q2 25 | — | 10.2% | ||
| Q4 24 | — | 8.4% | ||
| Q3 24 | — | 9.8% | ||
| Q2 24 | — | 8.9% | ||
| Q1 24 | — | 11.9% | ||
| Q4 23 | — | 17.5% |
现金转化率AERON
| Q4 25 | — | 1.64× | ||
| Q3 25 | — | 1.08× | ||
| Q2 25 | — | — | ||
| Q4 24 | — | 1.53× | ||
| Q3 24 | — | 1.16× | ||
| Q2 24 | — | 1.07× | ||
| Q1 24 | — | 1.10× | ||
| Q4 23 | — | 1.09× |
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
ON
| Industrial Segment | $426.3M | 27% |
| Other End Markets Segment | $337.3M | 22% |
| Intelligent Sensing Segments | $284.0M | 18% |
| Direct Customers | $282.4M | 18% |
| Intelligent Sensing Group | $230.0M | 15% |
