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美国国际集团（AII）与AerSale Corp（ASLE）财务数据对比。点击上方公司名可切换其他公司
AerSale Corp的季度营收约是美国国际集团的1.3倍（$90.9M vs $68.1M），美国国际集团净利率更高（30.7% vs 5.9%，领先24.7%），美国国际集团自由现金流更多（$133.2M vs $9.8M）
美国国际集团（AIG）是一家美国跨国金融保险集团，业务遍及全球80多个国家和地区，截至2023年共有雇员25200人。集团核心业务分为三大板块：一般保险、人寿与退休服务，另设有一家独立的科技赋能子公司。
AerSale Corp总部位于美国佛罗里达州多拉市，是一家面向航空领域的全球供应商，主要为客运及货运航空公司、政府机构、跨国整机制造商与独立维修机构提供商用喷气飞机二手整机、发动机、航空耗材，并提供航空工程服务，同时该公司也是飞机机队回收协会的成员企业。
AII vs ASLE — 直观对比
营收规模更大
ASLE
是对方的1.3倍
$68.1M
净利率更高
AII
高出24.7%
5.9%
自由现金流更多
AII
多$123.4M
$9.8M
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $68.1M | $90.9M |
| 净利润 | $20.9M | $5.4M |
| 毛利率 | — | 34.1% |
| 营业利润率 | 43.0% | 7.8% |
| 净利率 | 30.7% | 5.9% |
| 营收同比 | — | -4.0% |
| 净利润同比 | — | 99.7% |
| 每股收益（稀释后） | $0.58 | $0.10 |
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AIIASLE
| Q4 25 | $68.1M | $90.9M | ||
| Q3 25 | $62.0M | $71.2M | ||
| Q2 25 | $74.5M | $107.4M | ||
| Q1 25 | $71.9M | $65.8M | ||
| Q4 24 | — | $94.7M | ||
| Q3 24 | — | $82.7M | ||
| Q2 24 | — | $77.1M | ||
| Q1 24 | — | $90.5M |
净利润AIIASLE
| Q4 25 | $20.9M | $5.4M | ||
| Q3 25 | $13.2M | $-120.0K | ||
| Q2 25 | $27.5M | $8.6M | ||
| Q1 25 | $38.1M | $-5.3M | ||
| Q4 24 | — | $2.7M | ||
| Q3 24 | — | $509.0K | ||
| Q2 24 | — | $-3.6M | ||
| Q1 24 | — | $6.3M |
毛利率AIIASLE
| Q4 25 | — | 34.1% | ||
| Q3 25 | — | 30.2% | ||
| Q2 25 | — | 32.9% | ||
| Q1 25 | — | 27.3% | ||
| Q4 24 | — | 31.4% | ||
| Q3 24 | — | 28.6% | ||
| Q2 24 | — | 28.2% | ||
| Q1 24 | — | 31.8% |
营业利润率AIIASLE
| Q4 25 | 43.0% | 7.8% | ||
| Q3 25 | 30.3% | 4.0% | ||
| Q2 25 | 32.3% | 11.7% | ||
| Q1 25 | 59.7% | -10.1% | ||
| Q4 24 | — | 5.2% | ||
| Q3 24 | — | 2.4% | ||
| Q2 24 | — | -2.4% | ||
| Q1 24 | — | 5.2% |
净利率AIIASLE
| Q4 25 | 30.7% | 5.9% | ||
| Q3 25 | 21.2% | -0.2% | ||
| Q2 25 | 36.9% | 8.0% | ||
| Q1 25 | 53.0% | -8.0% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | — | -4.7% | ||
| Q1 24 | — | 6.9% |
每股收益（稀释后）AIIASLE
| Q4 25 | $0.58 | $0.10 | ||
| Q3 25 | $0.67 | $0.00 | ||
| Q2 25 | $1.62 | $0.18 | ||
| Q1 25 | $2.78 | $-0.10 | ||
| Q4 24 | — | $0.05 | ||
| Q3 24 | — | $0.01 | ||
| Q2 24 | — | $-0.07 | ||
| Q1 24 | — | $0.12 |
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 | $222.0M | $4.4M |
| 总债务越低越好 | $618.0K | $1.3M |
| 股东权益账面价值 | $337.0M | $424.4M |
| 总资产 | $1.2B | $640.5M |
| 负债/权益比越低杠杆越低 | 0.00× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资AIIASLE
| Q4 25 | $222.0M | $4.4M | ||
| Q3 25 | $171.9M | $5.3M | ||
| Q2 25 | $259.6M | $5.7M | ||
| Q1 25 | $236.4M | $4.7M | ||
| Q4 24 | — | $4.7M | ||
| Q3 24 | — | $9.8M | ||
| Q2 24 | — | $4.3M | ||
| Q1 24 | — | $2.6M |
总债务AIIASLE
| Q4 25 | $618.0K | $1.3M | ||
| Q3 25 | $721.0K | $1.5M | ||
| Q2 25 | $824.0K | $907.0K | ||
| Q1 25 | $926.0K | $1.1M | ||
| Q4 24 | — | $1.2M | ||
| Q3 24 | — | $376.0K | ||
| Q2 24 | — | $522.0K | ||
| Q1 24 | — | $3.5M |
股东权益AIIASLE
| Q4 25 | $337.0M | $424.4M | ||
| Q3 25 | $315.9M | $417.1M | ||
| Q2 25 | $301.9M | $415.9M | ||
| Q1 25 | $186.1M | $406.5M | ||
| Q4 24 | — | $455.6M | ||
| Q3 24 | — | $451.5M | ||
| Q2 24 | — | $449.8M | ||
| Q1 24 | — | $452.0M |
总资产AIIASLE
| Q4 25 | $1.2B | $640.5M | ||
| Q3 25 | $1.4B | $646.3M | ||
| Q2 25 | $1.6B | $646.7M | ||
| Q1 25 | $1.1B | $646.1M | ||
| Q4 24 | — | $604.7M | ||
| Q3 24 | — | $601.5M | ||
| Q2 24 | — | $598.7M | ||
| Q1 24 | — | $571.7M |
负债/权益比AIIASLE
| Q4 25 | 0.00× | 0.00× | ||
| Q3 25 | 0.00× | 0.00× | ||
| Q2 25 | 0.00× | 0.00× | ||
| Q1 25 | 0.00× | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.01× |
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 | $138.2M | $11.4M |
| 自由现金流经营现金流 - 资本支出 | $133.2M | $9.8M |
| 自由现金流率自由现金流/营收 | 195.6% | 10.8% |
| 资本支出强度资本支出/营收 | 7.4% | 1.7% |
| 现金转化率经营现金流/净利润 | 6.62× | 2.11× |
| 过去12个月自由现金流最近4个季度 | $216.1M | $-29.1M |
8季度趋势，按日历期对齐
经营现金流AIIASLE
| Q4 25 | $138.2M | $11.4M | ||
| Q3 25 | $-7.5M | $-8.9M | ||
| Q2 25 | $27.4M | $19.8M | ||
| Q1 25 | $68.1M | $-45.2M | ||
| Q4 24 | — | $37.5M | ||
| Q3 24 | — | $10.4M | ||
| Q2 24 | — | $-15.3M | ||
| Q1 24 | — | $-21.5M |
自由现金流AIIASLE
| Q4 25 | $133.2M | $9.8M | ||
| Q3 25 | $-11.9M | $-9.8M | ||
| Q2 25 | $26.9M | $18.6M | ||
| Q1 25 | $68.0M | $-47.6M | ||
| Q4 24 | — | $32.3M | ||
| Q3 24 | — | $8.9M | ||
| Q2 24 | — | $-18.9M | ||
| Q1 24 | — | $-25.0M |
自由现金流率AIIASLE
| Q4 25 | 195.6% | 10.8% | ||
| Q3 25 | -19.2% | -13.8% | ||
| Q2 25 | 36.1% | 17.3% | ||
| Q1 25 | 94.6% | -72.4% | ||
| Q4 24 | — | 34.0% | ||
| Q3 24 | — | 10.7% | ||
| Q2 24 | — | -24.6% | ||
| Q1 24 | — | -27.7% |
资本支出强度AIIASLE
| Q4 25 | 7.4% | 1.7% | ||
| Q3 25 | 7.2% | 1.3% | ||
| Q2 25 | 0.6% | 1.1% | ||
| Q1 25 | 0.2% | 3.7% | ||
| Q4 24 | — | 5.6% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 4.7% | ||
| Q1 24 | — | 3.9% |
现金转化率AIIASLE
| Q4 25 | 6.62× | 2.11× | ||
| Q3 25 | -0.57× | — | ||
| Q2 25 | 1.00× | 2.31× | ||
| Q1 25 | 1.79× | — | ||
| Q4 24 | — | 13.89× | ||
| Q3 24 | — | 20.52× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -3.42× |
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
AII
暂无分部数据
ASLE
| Products | $57.8M | 64% |
| Maintenance | $23.2M | 26% |
| Leasing Arrangements | $9.9M | 11% |
