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墨西哥国际航空（AERO）与First American Financial Corp（FAF）财务数据对比。点击上方公司名可切换其他公司
First American Financial Corp的季度营收约是墨西哥国际航空的1.4倍（$2.0B vs $1.4B），墨西哥国际航空净利率更高（11.5% vs 10.3%，领先1.1%）
墨西哥国际航空集团是墨西哥旗舰航空控股企业，提供国内及国际客货运航空运输服务，航线网络覆盖北美、南美、欧洲及亚洲，服务休闲与商务出行群体，配备现代化民航机队，可满足不同用户的出行需求。
第一美国金融公司是美国知名金融服务企业，主要面向房地产及抵押贷款行业开展业务，核心服务涵盖产权保险、房产交易与抵押业务相关的交割结算服务，在全球地产金融服务领域具备成熟的服务能力与较高的行业认可度。
AERO vs FAF — 直观对比
营收规模更大
FAF
是对方的1.4倍
$1.4B
净利率更高
AERO
高出1.1%
10.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $2.0B |
| 净利润 | $165.0M | $211.9M |
| 毛利率 | — | — |
| 营业利润率 | 21.1% | 14.0% |
| 净利率 | 11.5% | 10.3% |
| 营收同比 | — | 21.6% |
| 净利润同比 | — | 192.7% |
| 每股收益（稀释后） | — | $2.04 |
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AEROFAF
| Q4 25 | $1.4B | $2.0B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | — | $1.8B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.6B | ||
| Q1 24 | — | $1.4B |
净利润AEROFAF
| Q4 25 | $165.0M | $211.9M | ||
| Q3 25 | — | $189.6M | ||
| Q2 25 | — | $146.1M | ||
| Q1 25 | — | $74.2M | ||
| Q4 24 | — | $72.4M | ||
| Q3 24 | — | $-104.0M | ||
| Q2 24 | — | $116.0M | ||
| Q1 24 | — | $46.7M |
营业利润率AEROFAF
| Q4 25 | 21.1% | 14.0% | ||
| Q3 25 | — | 12.5% | ||
| Q2 25 | — | 10.6% | ||
| Q1 25 | — | 6.1% | ||
| Q4 24 | — | 5.9% | ||
| Q3 24 | — | -10.3% | ||
| Q2 24 | — | 9.4% | ||
| Q1 24 | — | 4.1% |
净利率AEROFAF
| Q4 25 | 11.5% | 10.3% | ||
| Q3 25 | — | 9.6% | ||
| Q2 25 | — | 7.9% | ||
| Q1 25 | — | 4.7% | ||
| Q4 24 | — | 4.3% | ||
| Q3 24 | — | -7.4% | ||
| Q2 24 | — | 7.2% | ||
| Q1 24 | — | 3.3% |
每股收益（稀释后）AEROFAF
| Q4 25 | — | $2.04 | ||
| Q3 25 | — | $1.84 | ||
| Q2 25 | — | $1.41 | ||
| Q1 25 | — | $0.71 | ||
| Q4 24 | — | $0.70 | ||
| Q3 24 | — | $-1.00 | ||
| Q2 24 | — | $1.11 | ||
| Q1 24 | — | $0.45 |
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 | — | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $5.5B |
| 总资产 | — | $16.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AEROFAF
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $3.0B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $1.5B |
股东权益AEROFAF
| Q4 25 | — | $5.5B | ||
| Q3 25 | — | $5.3B | ||
| Q2 25 | — | $5.1B | ||
| Q1 25 | — | $5.0B | ||
| Q4 24 | — | $4.9B | ||
| Q3 24 | — | $5.1B | ||
| Q2 24 | — | $4.8B | ||
| Q1 24 | — | $4.8B |
总资产AEROFAF
| Q4 25 | — | $16.2B | ||
| Q3 25 | — | $17.6B | ||
| Q2 25 | — | $16.3B | ||
| Q1 25 | — | $15.5B | ||
| Q4 24 | — | $14.9B | ||
| Q3 24 | — | $16.6B | ||
| Q2 24 | — | $15.2B | ||
| Q1 24 | — | $14.7B |
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 | — | $369.3M |
| 自由现金流经营现金流 - 资本支出 | — | $324.5M |
| 自由现金流率自由现金流/营收 | — | 15.8% |
| 资本支出强度资本支出/营收 | — | 2.2% |
| 现金转化率经营现金流/净利润 | — | 1.74× |
| 过去12个月自由现金流最近4个季度 | — | $762.5M |
8季度趋势，按日历期对齐
经营现金流AEROFAF
| Q4 25 | — | $369.3M | ||
| Q3 25 | — | $272.5M | ||
| Q2 25 | — | $361.8M | ||
| Q1 25 | — | $-52.8M | ||
| Q4 24 | — | $324.6M | ||
| Q3 24 | — | $236.9M | ||
| Q2 24 | — | $266.7M | ||
| Q1 24 | — | $69.3M |
自由现金流AEROFAF
| Q4 25 | — | $324.5M | ||
| Q3 25 | — | $223.1M | ||
| Q2 25 | — | $309.4M | ||
| Q1 25 | — | $-94.5M | ||
| Q4 24 | — | $266.2M | ||
| Q3 24 | — | $185.4M | ||
| Q2 24 | — | $210.0M | ||
| Q1 24 | — | $17.6M |
自由现金流率AEROFAF
| Q4 25 | — | 15.8% | ||
| Q3 25 | — | 11.3% | ||
| Q2 25 | — | 16.8% | ||
| Q1 25 | — | -6.0% | ||
| Q4 24 | — | 15.8% | ||
| Q3 24 | — | 13.2% | ||
| Q2 24 | — | 13.0% | ||
| Q1 24 | — | 1.2% |
资本支出强度AEROFAF
| Q4 25 | — | 2.2% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 2.6% | ||
| Q4 24 | — | 3.5% | ||
| Q3 24 | — | 3.7% | ||
| Q2 24 | — | 3.5% | ||
| Q1 24 | — | 3.6% |
现金转化率AEROFAF
| Q4 25 | — | 1.74× | ||
| Q3 25 | — | 1.44× | ||
| Q2 25 | — | 2.48× | ||
| Q1 25 | — | -0.71× | ||
| Q4 24 | — | 4.48× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 2.30× | ||
| Q1 24 | — | 1.48× |
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
AERO
| Passenger | $1.3B | 91% |
| Air Cargo | $82.0M | 6% |
| Other | $52.0M | 4% |
FAF
| Title Insurance And Services | $1.9B | 94% |
| Home Warranty | $110.3M | 5% |
