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AAR CORP（AIR）与COMMERCE BANCSHARES INC（CBSH）财务数据对比。点击上方公司名可切换其他公司
AAR CORP的季度营收约是COMMERCE BANCSHARES INC的1.7倍（$795.3M vs $475.7M），COMMERCE BANCSHARES INC净利率更高（29.8% vs 4.4%，领先25.4%），AAR CORP同比增速更快（15.9% vs 11.1%）
AAR CORP是一家美国航空服务企业，为全球商业及政府客户提供飞机维护相关服务，总部位于伊利诺伊州芝加哥郊区的伍德戴尔，在约30个国家开展业务，现有员工约6000人，现任首席执行官为约翰·霍姆斯。
Commerce Bancshares, Inc.是总部位于美国密苏里州的区域性银行控股公司，在堪萨斯城和圣路易斯设有核心办公点，旗下Commerce Bank提供多元化金融服务，覆盖企业及个人银行、财富管理、关联公司投资等业务。
AIR vs CBSH — 直观对比
营收规模更大
AIR
是对方的1.7倍
$475.7M
营收增速更快
AIR
高出4.8%
11.1%
净利率更高
CBSH
高出25.4%
4.4%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $795.3M | $475.7M |
| 净利润 | $34.6M | $141.6M |
| 毛利率 | 19.7% | — |
| 营业利润率 | 6.0% | — |
| 净利率 | 4.4% | 29.8% |
| 营收同比 | 15.9% | 11.1% |
| 净利润同比 | 213.1% | 0.7% |
| 每股收益（稀释后） | $0.90 | $0.96 |
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AIRCBSH
| Q1 26 | — | $475.7M | ||
| Q4 25 | $795.3M | $449.4M | ||
| Q3 25 | $739.6M | $441.0M | ||
| Q2 25 | — | $445.8M | ||
| Q1 25 | — | $428.1M | ||
| Q4 24 | — | $422.1M | ||
| Q3 24 | — | $421.4M | ||
| Q2 24 | — | $414.5M |
净利润AIRCBSH
| Q1 26 | — | $141.6M | ||
| Q4 25 | $34.6M | $140.7M | ||
| Q3 25 | $34.4M | $141.5M | ||
| Q2 25 | — | $152.5M | ||
| Q1 25 | — | $131.6M | ||
| Q4 24 | — | $136.1M | ||
| Q3 24 | — | $138.0M | ||
| Q2 24 | — | $139.6M |
毛利率AIRCBSH
| Q1 26 | — | — | ||
| Q4 25 | 19.7% | — | ||
| Q3 25 | 18.1% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率AIRCBSH
| Q1 26 | — | — | ||
| Q4 25 | 6.0% | 40.8% | ||
| Q3 25 | 6.4% | 41.9% | ||
| Q2 25 | — | 44.0% | ||
| Q1 25 | — | 39.2% | ||
| Q4 24 | — | 41.2% | ||
| Q3 24 | — | 42.4% | ||
| Q2 24 | — | 43.4% |
净利率AIRCBSH
| Q1 26 | — | 29.8% | ||
| Q4 25 | 4.4% | 31.3% | ||
| Q3 25 | 4.7% | 32.1% | ||
| Q2 25 | — | 34.2% | ||
| Q1 25 | — | 30.7% | ||
| Q4 24 | — | 32.2% | ||
| Q3 24 | — | 32.8% | ||
| Q2 24 | — | 33.7% |
每股收益（稀释后）AIRCBSH
| Q1 26 | — | $0.96 | ||
| Q4 25 | $0.90 | $0.86 | ||
| Q3 25 | $0.95 | $1.06 | ||
| Q2 25 | — | $1.14 | ||
| Q1 25 | — | $0.98 | ||
| Q4 24 | — | $0.83 | ||
| Q3 24 | — | $1.01 | ||
| Q2 24 | — | $1.03 |
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 | $75.6M | — |
| 总债务越低越好 | $952.7M | — |
| 股东权益账面价值 | $1.6B | $4.3B |
| 总资产 | $3.2B | $35.7B |
| 负债/权益比越低杠杆越低 | 0.61× | — |
8季度趋势，按日历期对齐
现金及短期投资AIRCBSH
| Q1 26 | — | — | ||
| Q4 25 | $75.6M | — | ||
| Q3 25 | $80.0M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
总债务AIRCBSH
| Q1 26 | — | — | ||
| Q4 25 | $952.7M | — | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AIRCBSH
| Q1 26 | — | $4.3B | ||
| Q4 25 | $1.6B | $3.8B | ||
| Q3 25 | $1.2B | $3.8B | ||
| Q2 25 | — | $3.6B | ||
| Q1 25 | — | $3.5B | ||
| Q4 24 | — | $3.3B | ||
| Q3 24 | — | $3.4B | ||
| Q2 24 | — | $3.1B |
总资产AIRCBSH
| Q1 26 | — | $35.7B | ||
| Q4 25 | $3.2B | $32.9B | ||
| Q3 25 | $2.9B | $32.3B | ||
| Q2 25 | — | $32.3B | ||
| Q1 25 | — | $32.4B | ||
| Q4 24 | — | $32.0B | ||
| Q3 24 | — | $31.5B | ||
| Q2 24 | — | $30.6B |
负债/权益比AIRCBSH
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | — | ||
| Q3 25 | 0.82× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | $13.6M | — |
| 自由现金流经营现金流 - 资本支出 | $6.2M | — |
| 自由现金流率自由现金流/营收 | 0.8% | — |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 现金转化率经营现金流/净利润 | 0.39× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流AIRCBSH
| Q1 26 | — | — | ||
| Q4 25 | $13.6M | $645.1M | ||
| Q3 25 | $-44.9M | $129.0M | ||
| Q2 25 | — | $111.2M | ||
| Q1 25 | — | $138.6M | ||
| Q4 24 | — | $577.9M | ||
| Q3 24 | — | $431.7M | ||
| Q2 24 | — | $147.4M |
自由现金流AIRCBSH
| Q1 26 | — | — | ||
| Q4 25 | $6.2M | $592.4M | ||
| Q3 25 | $-53.6M | $113.3M | ||
| Q2 25 | — | $100.5M | ||
| Q1 25 | — | $126.0M | ||
| Q4 24 | — | $531.7M | ||
| Q3 24 | — | $419.1M | ||
| Q2 24 | — | $138.9M |
自由现金流率AIRCBSH
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 131.8% | ||
| Q3 25 | -7.2% | 25.7% | ||
| Q2 25 | — | 22.5% | ||
| Q1 25 | — | 29.4% | ||
| Q4 24 | — | 126.0% | ||
| Q3 24 | — | 99.5% | ||
| Q2 24 | — | 33.5% |
资本支出强度AIRCBSH
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | 11.7% | ||
| Q3 25 | 1.2% | 3.6% | ||
| Q2 25 | — | 2.4% | ||
| Q1 25 | — | 2.9% | ||
| Q4 24 | — | 10.9% | ||
| Q3 24 | — | 3.0% | ||
| Q2 24 | — | 2.1% |
现金转化率AIRCBSH
| Q1 26 | — | — | ||
| Q4 25 | 0.39× | 4.59× | ||
| Q3 25 | -1.31× | 0.91× | ||
| Q2 25 | — | 0.73× | ||
| Q1 25 | — | 1.05× | ||
| Q4 24 | — | 4.25× | ||
| Q3 24 | — | 3.13× | ||
| Q2 24 | — | 1.06× |
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
AIR
| Commercial Customer | $268.1M | 34% |
| Repair And Engineering | $244.5M | 31% |
| Integrated Solutions | $175.8M | 22% |
| Government And Defense Customer | $85.5M | 11% |
| Expeditionary Services | $21.4M | 3% |
CBSH
暂无分部数据
