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AerCap Holdings N.V.（AER）与普信集团（TROW）财务数据对比。点击上方公司名可切换其他公司
普信集团的季度营收约是AerCap Holdings N.V.的1.0倍（$1.9B vs $1.9B），AerCap Holdings N.V.净利率更高（66.7% vs 23.0%，领先43.7%），普信集团同比增速更快（6.0% 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。
普信集团（T. Rowe Price）是美国上市的全球性资产管理机构，面向个人、机构及金融中介提供基金、次咨询服务、独立账户管理、退休规划等多元金融服务。截至2023年，公司管理资产规模超1.51万亿美元，年营收64.8亿美元，位列美国财富1000强第537位。
AER vs TROW — 直观对比
营收规模更大
TROW
是对方的1.0倍
$1.9B
营收增速更快
TROW
高出9.7%
-3.6%
净利率更高
AER
高出43.7%
23.0%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.9B |
| 净利润 | $1.3B | $445.3M |
| 毛利率 | — | — |
| 营业利润率 | 73.1% | 24.4% |
| 净利率 | 66.7% | 23.0% |
| 营收同比 | -3.6% | 6.0% |
| 净利润同比 | 181.0% | 1.2% |
| 每股收益（稀释后） | $7.09 | $1.98 |
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AERTROW
| Q4 25 | — | $1.9B | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | $1.9B | $1.7B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | $2.0B | $1.7B | ||
| Q1 24 | — | $1.8B |
净利润AERTROW
| Q4 25 | — | $445.3M | ||
| Q3 25 | — | $646.1M | ||
| Q2 25 | $1.3B | $505.2M | ||
| Q1 25 | — | $490.5M | ||
| Q4 24 | — | $439.9M | ||
| Q3 24 | — | $603.0M | ||
| Q2 24 | $448.2M | $483.4M | ||
| Q1 24 | — | $573.8M |
营业利润率AERTROW
| Q4 25 | — | 24.4% | ||
| Q3 25 | — | 34.0% | ||
| Q2 25 | 73.1% | 27.8% | ||
| Q1 25 | — | 33.8% | ||
| Q4 24 | — | 31.2% | ||
| Q3 24 | — | 34.4% | ||
| Q2 24 | 25.1% | 32.6% | ||
| Q1 24 | — | 33.5% |
净利率AERTROW
| Q4 25 | — | 23.0% | ||
| Q3 25 | — | 34.1% | ||
| Q2 25 | 66.7% | 29.3% | ||
| Q1 25 | — | 27.8% | ||
| Q4 24 | — | 24.1% | ||
| Q3 24 | — | 33.8% | ||
| Q2 24 | 22.9% | 27.9% | ||
| Q1 24 | — | 32.8% |
每股收益（稀释后）AERTROW
| Q4 25 | — | $1.98 | ||
| Q3 25 | — | $2.87 | ||
| Q2 25 | $7.09 | $2.24 | ||
| Q1 25 | — | $2.15 | ||
| Q4 24 | — | $1.91 | ||
| Q3 24 | — | $2.64 | ||
| Q2 24 | $2.28 | $2.11 | ||
| Q1 24 | — | $2.49 |
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 | $3.4B |
| 总债务越低越好 | $46.1B | — |
| 股东权益账面价值 | $17.9B | $10.9B |
| 总资产 | $73.6B | $14.3B |
| 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AERTROW
| Q4 25 | — | $3.4B | ||
| Q3 25 | — | $3.6B | ||
| Q2 25 | $2.7B | $3.1B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | — | $3.2B | ||
| Q2 24 | $1.4B | $2.7B | ||
| Q1 24 | — | $2.4B |
总债务AERTROW
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $46.1B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $45.7B | — | ||
| Q1 24 | — | — |
股东权益AERTROW
| Q4 25 | — | $10.9B | ||
| Q3 25 | — | $10.8B | ||
| Q2 25 | $17.9B | $10.6B | ||
| Q1 25 | — | $10.4B | ||
| Q4 24 | — | $10.3B | ||
| Q3 24 | — | $10.2B | ||
| Q2 24 | $17.0B | $9.9B | ||
| Q1 24 | — | $9.8B |
总资产AERTROW
| Q4 25 | — | $14.3B | ||
| Q3 25 | — | $14.7B | ||
| Q2 25 | $73.6B | $14.3B | ||
| Q1 25 | — | $14.0B | ||
| Q4 24 | — | $13.5B | ||
| Q3 24 | — | $13.7B | ||
| Q2 24 | $71.1B | $13.1B | ||
| Q1 24 | — | $12.9B |
负债/权益比AERTROW
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.57× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 2.69× | — | ||
| Q1 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 | — | $-18.7M |
| 自由现金流经营现金流 - 资本支出 | — | $-85.4M |
| 自由现金流率自由现金流/营收 | — | -4.4% |
| 资本支出强度资本支出/营收 | — | 3.4% |
| 现金转化率经营现金流/净利润 | — | -0.04× |
| 过去12个月自由现金流最近4个季度 | — | $1.5B |
8季度趋势，按日历期对齐
经营现金流AERTROW
| Q4 25 | — | $-18.7M | ||
| Q3 25 | — | $609.3M | ||
| Q2 25 | — | $529.9M | ||
| Q1 25 | — | $632.9M | ||
| Q4 24 | — | $-281.9M | ||
| Q3 24 | — | $652.5M | ||
| Q2 24 | — | $677.7M | ||
| Q1 24 | — | $637.3M |
自由现金流AERTROW
| Q4 25 | — | $-85.4M | ||
| Q3 25 | — | $546.0M | ||
| Q2 25 | — | $467.7M | ||
| Q1 25 | — | $550.9M | ||
| Q4 24 | — | $-394.9M | ||
| Q3 24 | — | $547.9M | ||
| Q2 24 | — | $574.4M | ||
| Q1 24 | — | $534.8M |
自由现金流率AERTROW
| Q4 25 | — | -4.4% | ||
| Q3 25 | — | 28.8% | ||
| Q2 25 | — | 27.1% | ||
| Q1 25 | — | 31.2% | ||
| Q4 24 | — | -21.6% | ||
| Q3 24 | — | 30.7% | ||
| Q2 24 | — | 33.1% | ||
| Q1 24 | — | 30.6% |
资本支出强度AERTROW
| Q4 25 | — | 3.4% | ||
| Q3 25 | — | 3.3% | ||
| Q2 25 | — | 3.6% | ||
| Q1 25 | — | 4.6% | ||
| Q4 24 | — | 6.2% | ||
| Q3 24 | — | 5.9% | ||
| Q2 24 | — | 6.0% | ||
| Q1 24 | — | 5.9% |
现金转化率AERTROW
| Q4 25 | — | -0.04× | ||
| Q3 25 | — | 0.94× | ||
| Q2 25 | — | 1.05× | ||
| Q1 25 | — | 1.29× | ||
| Q4 24 | — | -0.64× | ||
| Q3 24 | — | 1.08× | ||
| Q2 24 | — | 1.40× | ||
| Q1 24 | — | 1.11× |
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
TROW
| Asset Management1 | $1.7B | 90% |
| Administrative Distribution Servicing And Other Fee Revenue | $141.5M | 7% |
| Other | $40.8M | 2% |
| Performance Based Advisory Fees | $14.2M | 1% |
