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AerCap Holdings N.V.（AER）与WEIS MARKETS INC（WMK）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WEIS MARKETS INC的1.5倍（$1.9B vs $1.3B），AerCap Holdings N.V.净利率更高（66.7% vs 2.5%，领先64.3%），WEIS MARKETS INC同比增速更快（5.0% 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。
魏斯市场（Weis Markets）是美国本土食品零售企业，总部位于宾夕法尼亚州森伯里。目前在宾夕法尼亚、马里兰、纽约、新泽西、西弗吉尼亚、弗吉尼亚、特拉华七个州运营200家门店，员工规模超2.3万人。
AER vs WMK — 直观对比
营收规模更大
AER
是对方的1.5倍
$1.3B
营收增速更快
WMK
高出8.7%
-3.6%
净利率更高
AER
高出64.3%
2.5%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $1.3B |
| 净利润 | $1.3B | $32.0M |
| 毛利率 | — | 25.3% |
| 营业利润率 | 73.1% | 3.2% |
| 净利率 | 66.7% | 2.5% |
| 营收同比 | -3.6% | 5.0% |
| 净利润同比 | 181.0% | -5.1% |
| 每股收益（稀释后） | $7.09 | $1.27 |
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AERWMK
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $1.9B | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | $2.0B | $1.2B | ||
| Q1 24 | — | $1.2B |
净利润AERWMK
| Q4 25 | — | $32.0M | ||
| Q3 25 | — | $16.9M | ||
| Q2 25 | $1.3B | $25.3M | ||
| Q1 25 | — | $19.5M | ||
| Q4 24 | — | $33.7M | ||
| Q3 24 | — | $24.5M | ||
| Q2 24 | $448.2M | $25.4M | ||
| Q1 24 | — | $22.4M |
毛利率AERWMK
| Q4 25 | — | 25.3% | ||
| Q3 25 | — | 24.7% | ||
| Q2 25 | — | 25.2% | ||
| Q1 25 | — | 24.8% | ||
| Q4 24 | — | 25.4% | ||
| Q3 24 | — | 24.6% | ||
| Q2 24 | — | 25.1% | ||
| Q1 24 | — | 24.9% |
营业利润率AERWMK
| Q4 25 | — | 3.2% | ||
| Q3 25 | — | 1.7% | ||
| Q2 25 | 73.1% | 2.5% | ||
| Q1 25 | — | 1.8% | ||
| Q4 24 | — | 3.3% | ||
| Q3 24 | — | 2.3% | ||
| Q2 24 | 25.1% | 2.6% | ||
| Q1 24 | — | 2.2% |
净利率AERWMK
| Q4 25 | — | 2.5% | ||
| Q3 25 | — | 1.4% | ||
| Q2 25 | 66.7% | 2.1% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | — | 2.1% | ||
| Q2 24 | 22.9% | 2.1% | ||
| Q1 24 | — | 1.9% |
每股收益（稀释后）AERWMK
| Q4 25 | — | $1.27 | ||
| Q3 25 | — | $0.69 | ||
| Q2 25 | $7.09 | $0.96 | ||
| Q1 25 | — | $0.73 | ||
| Q4 24 | — | $1.25 | ||
| Q3 24 | — | $0.91 | ||
| Q2 24 | $2.28 | $0.95 | ||
| Q1 24 | — | $0.83 |
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 | $214.2M |
| 总债务越低越好 | $46.1B | — |
| 股东权益账面价值 | $17.9B | $1.4B |
| 总资产 | $73.6B | $2.0B |
| 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AERWMK
| Q4 25 | — | $214.2M | ||
| Q3 25 | — | $177.6M | ||
| Q2 25 | $2.7B | $188.8M | ||
| Q1 25 | — | $337.9M | ||
| Q4 24 | — | $382.3M | ||
| Q3 24 | — | $381.2M | ||
| Q2 24 | $1.4B | $398.7M | ||
| Q1 24 | — | $397.5M |
总债务AERWMK
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $46.1B | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $45.7B | — | ||
| Q1 24 | — | — |
股东权益AERWMK
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | $17.9B | $1.3B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | $17.0B | $1.4B | ||
| Q1 24 | — | $1.4B |
总资产AERWMK
| Q4 25 | — | $2.0B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | $73.6B | $1.9B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | $71.1B | $2.1B | ||
| Q1 24 | — | $2.0B |
负债/权益比AERWMK
| 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 | — | $86.6M |
| 自由现金流经营现金流 - 资本支出 | — | $36.4M |
| 自由现金流率自由现金流/营收 | — | 2.8% |
| 资本支出强度资本支出/营收 | — | 3.9% |
| 现金转化率经营现金流/净利润 | — | 2.71× |
| 过去12个月自由现金流最近4个季度 | — | $4.8M |
8季度趋势，按日历期对齐
经营现金流AERWMK
| Q4 25 | — | $86.6M | ||
| Q3 25 | — | $59.2M | ||
| Q2 25 | — | $56.6M | ||
| Q1 25 | — | $4.9M | ||
| Q4 24 | — | $87.1M | ||
| Q3 24 | — | $25.8M | ||
| Q2 24 | — | $40.3M | ||
| Q1 24 | — | $34.2M |
自由现金流AERWMK
| Q4 25 | — | $36.4M | ||
| Q3 25 | — | $-4.7M | ||
| Q2 25 | — | $1.4M | ||
| Q1 25 | — | $-28.3M | ||
| Q4 24 | — | $33.7M | ||
| Q3 24 | — | $-16.5M | ||
| Q2 24 | — | $10.2M | ||
| Q1 24 | — | $-1.3M |
自由现金流率AERWMK
| Q4 25 | — | 2.8% | ||
| Q3 25 | — | -0.4% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | — | -2.4% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | — | -1.4% | ||
| Q2 24 | — | 0.9% | ||
| Q1 24 | — | -0.1% |
资本支出强度AERWMK
| Q4 25 | — | 3.9% | ||
| Q3 25 | — | 5.1% | ||
| Q2 25 | — | 4.5% | ||
| Q1 25 | — | 2.8% | ||
| Q4 24 | — | 4.3% | ||
| Q3 24 | — | 3.6% | ||
| Q2 24 | — | 2.5% | ||
| Q1 24 | — | 3.0% |
现金转化率AERWMK
| Q4 25 | — | 2.71× | ||
| Q3 25 | — | 3.50× | ||
| Q2 25 | — | 2.24× | ||
| Q1 25 | — | 0.25× | ||
| Q4 24 | — | 2.59× | ||
| Q3 24 | — | 1.05× | ||
| Q2 24 | — | 1.58× | ||
| Q1 24 | — | 1.53× |
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
WMK
| Grocery | $1.0B | 80% |
| Pharmacy | $186.7M | 14% |
| Fuel Product | $66.5M | 5% |
| Services | $5.9M | 0% |
| Manufacturing | $2.2M | 0% |
