vs
AerCap Holdings N.V.(AER)与Science Applications International Corp(SAIC)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Science Applications International Corp的1.0倍($1.9B vs $1.9B),AerCap Holdings N.V.净利率更高(66.7% vs 4.2%,领先62.6%),Science Applications International Corp同比增速更快(2.6% 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。
科学应用国际公司(SAIC)是一家总部位于美国弗吉尼亚州雷斯顿的科技企业,主要为政府机构提供专业服务与信息技术支持,在公共部门技术服务领域拥有丰富的行业经验与技术积累。
AER vs SAIC — 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
SAIC
高出6.3%
-3.6%
净利率更高
AER
高出62.6%
4.2%
损益表 — Q2 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.9B | $1.9B |
| 净利润 | $1.3B | $78.0M |
| 毛利率 | — | 12.2% |
| 营业利润率 | 73.1% | 6.9% |
| 净利率 | 66.7% | 4.2% |
| 营收同比 | -3.6% | 2.6% |
| 净利润同比 | 181.0% | -3.7% |
| 每股收益(稀释后) | $7.09 | $1.69 |
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
AER
SAIC
| Q4 25 | — | $1.9B | ||
| Q2 25 | $1.9B | $1.9B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | $2.0B | $1.8B | ||
| Q1 24 | — | $1.7B | ||
| Q4 23 | — | $1.9B | ||
| Q3 23 | — | $1.8B |
净利润
AER
SAIC
| Q4 25 | — | $78.0M | ||
| Q2 25 | $1.3B | $68.0M | ||
| Q4 24 | — | $106.0M | ||
| Q3 24 | — | $81.0M | ||
| Q2 24 | $448.2M | $77.0M | ||
| Q1 24 | — | $39.0M | ||
| Q4 23 | — | $93.0M | ||
| Q3 23 | — | $247.0M |
毛利率
AER
SAIC
| Q4 25 | — | 12.2% | ||
| Q2 25 | — | 11.1% | ||
| Q4 24 | — | 12.0% | ||
| Q3 24 | — | 11.6% | ||
| Q2 24 | — | 11.5% | ||
| Q1 24 | — | 11.1% | ||
| Q4 23 | — | 12.1% | ||
| Q3 23 | — | 12.1% |
营业利润率
AER
SAIC
| Q4 25 | — | 6.9% | ||
| Q2 25 | 73.1% | 6.4% | ||
| Q4 24 | — | 8.1% | ||
| Q3 24 | — | 7.4% | ||
| Q2 24 | 25.1% | 7.1% | ||
| Q1 24 | — | 4.5% | ||
| Q4 23 | — | 7.5% | ||
| Q3 23 | — | 20.3% |
净利率
AER
SAIC
| Q4 25 | — | 4.2% | ||
| Q2 25 | 66.7% | 3.6% | ||
| Q4 24 | — | 5.4% | ||
| Q3 24 | — | 4.5% | ||
| Q2 24 | 22.9% | 4.2% | ||
| Q1 24 | — | 2.2% | ||
| Q4 23 | — | 4.9% | ||
| Q3 23 | — | 13.8% |
每股收益(稀释后)
AER
SAIC
| Q4 25 | — | $1.69 | ||
| Q2 25 | $7.09 | $1.42 | ||
| Q4 24 | — | $2.13 | ||
| Q3 24 | — | $1.58 | ||
| Q2 24 | $2.28 | $1.48 | ||
| Q1 24 | — | $0.77 | ||
| Q4 23 | — | $1.76 | ||
| Q3 23 | — | $4.56 |
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 | $45.0M |
| 总债务越低越好 | $46.1B | $2.5B |
| 股东权益账面价值 | $17.9B | $1.5B |
| 总资产 | $73.6B | $5.4B |
| 负债/权益比越低杠杆越低 | 2.57× | 1.64× |
8季度趋势,按日历期对齐
现金及短期投资
AER
SAIC
| Q4 25 | — | $45.0M | ||
| Q2 25 | $2.7B | $47.0M | ||
| Q4 24 | — | $46.0M | ||
| Q3 24 | — | $48.0M | ||
| Q2 24 | $1.4B | $49.0M | ||
| Q1 24 | — | $94.0M | ||
| Q4 23 | — | $311.0M | ||
| Q3 23 | — | $352.0M |
总债务
AER
SAIC
| Q4 25 | — | $2.5B | ||
| Q2 25 | $46.1B | $2.3B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | $45.7B | $2.1B | ||
| Q1 24 | — | $2.1B | ||
| Q4 23 | — | $2.3B | ||
| Q3 23 | — | $2.3B |
股东权益
AER
SAIC
| Q4 25 | — | $1.5B | ||
| Q2 25 | $17.9B | $1.5B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | $17.0B | $1.8B | ||
| Q1 24 | — | $1.8B | ||
| Q4 23 | — | $1.8B | ||
| Q3 23 | — | $1.8B |
总资产
AER
SAIC
| Q4 25 | — | $5.4B | ||
| Q2 25 | $73.6B | $5.2B | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | — | $5.3B | ||
| Q2 24 | $71.1B | $5.3B | ||
| Q1 24 | — | $5.3B | ||
| Q4 23 | — | $5.7B | ||
| Q3 23 | — | $5.7B |
负债/权益比
AER
SAIC
| Q4 25 | — | 1.64× | ||
| Q2 25 | 2.57× | 1.52× | ||
| Q4 24 | — | 1.34× | ||
| Q3 24 | — | 1.33× | ||
| Q2 24 | 2.69× | 1.18× | ||
| Q1 24 | — | 1.18× | ||
| Q4 23 | — | 1.24× | ||
| Q3 23 | — | 1.24× |
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 | — | $129.0M |
| 自由现金流经营现金流 - 资本支出 | — | $120.0M |
| 自由现金流率自由现金流/营收 | — | 6.4% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 现金转化率经营现金流/净利润 | — | 1.65× |
| 过去12个月自由现金流最近4个季度 | — | $478.0M |
8季度趋势,按日历期对齐
经营现金流
AER
SAIC
| Q4 25 | — | $129.0M | ||
| Q2 25 | — | $100.0M | ||
| Q4 24 | — | $143.0M | ||
| Q3 24 | — | $138.0M | ||
| Q2 24 | — | $98.0M | ||
| Q1 24 | — | $63.0M | ||
| Q4 23 | — | $101.0M | ||
| Q3 23 | — | $150.0M |
自由现金流
AER
SAIC
| Q4 25 | — | $120.0M | ||
| Q2 25 | — | $92.0M | ||
| Q4 24 | — | $134.0M | ||
| Q3 24 | — | $132.0M | ||
| Q2 24 | — | $92.0M | ||
| Q1 24 | — | $52.0M | ||
| Q4 23 | — | $97.0M | ||
| Q3 23 | — | $144.0M |
自由现金流率
AER
SAIC
| Q4 25 | — | 6.4% | ||
| Q2 25 | — | 4.9% | ||
| Q4 24 | — | 6.8% | ||
| Q3 24 | — | 7.3% | ||
| Q2 24 | — | 5.0% | ||
| Q1 24 | — | 3.0% | ||
| Q4 23 | — | 5.1% | ||
| Q3 23 | — | 8.1% |
资本支出强度
AER
SAIC
| Q4 25 | — | 0.5% | ||
| Q2 25 | — | 0.4% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.3% | ||
| Q1 24 | — | 0.6% | ||
| Q4 23 | — | 0.2% | ||
| Q3 23 | — | 0.3% |
现金转化率
AER
SAIC
| Q4 25 | — | 1.65× | ||
| Q2 25 | — | 1.47× | ||
| Q4 24 | — | 1.35× | ||
| Q3 24 | — | 1.70× | ||
| Q2 24 | — | 1.27× | ||
| Q1 24 | — | 1.62× | ||
| Q4 23 | — | 1.09× | ||
| Q3 23 | — | 0.61× |
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
SAIC
| Prime Contractor | $1.3B | 71% |
| Civilian | $427.0M | 23% |
| Subcontractor | $116.0M | 6% |
| Commercial State And Local Agencies | $7.0M | 0% |