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AAR CORP（AIR）与科睿唯安（CLVT）财务数据对比。点击上方公司名可切换其他公司
AAR CORP的季度营收约是科睿唯安的1.4倍（$795.3M vs $585.5M），AAR CORP净利率更高（4.4% vs -6.9%，领先11.2%），AAR CORP同比增速更快（15.9% vs -1.4%），科睿唯安自由现金流更多（$78.9M vs $6.2M）
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。
科睿唯安是一家英美合资的上市分析服务企业，主要提供订阅制信息服务，覆盖文献计量、科学计量、商业与市场情报领域，同时为医药、生物科技行业提供专利、监管合规相关的竞争分析，也提供商标保护、域名与品牌保护服务，旗下Web of Science产品系列还负责计算学术期刊的影响因子。
AIR vs CLVT — 直观对比
营收规模更大
AIR
是对方的1.4倍
$585.5M
营收增速更快
AIR
高出17.3%
-1.4%
净利率更高
AIR
高出11.2%
-6.9%
自由现金流更多
CLVT
多$72.7M
$6.2M
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $795.3M | $585.5M |
| 净利润 | $34.6M | $-40.2M |
| 毛利率 | 19.7% | 67.2% |
| 营业利润率 | 6.0% | 5.2% |
| 净利率 | 4.4% | -6.9% |
| 营收同比 | 15.9% | -1.4% |
| 净利润同比 | 213.1% | 61.3% |
| 每股收益（稀释后） | $0.90 | $-0.06 |
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AIRCLVT
| Q1 26 | — | $585.5M | ||
| Q4 25 | $795.3M | $617.0M | ||
| Q3 25 | $739.6M | $623.1M | ||
| Q2 25 | — | $621.4M | ||
| Q1 25 | — | $593.7M | ||
| Q4 24 | — | $663.0M | ||
| Q3 24 | — | $622.2M | ||
| Q2 24 | — | $650.3M |
净利润AIRCLVT
| Q1 26 | — | $-40.2M | ||
| Q4 25 | $34.6M | $3.1M | ||
| Q3 25 | $34.4M | $-28.3M | ||
| Q2 25 | — | $-72.0M | ||
| Q1 25 | — | $-103.9M | ||
| Q4 24 | — | $-191.8M | ||
| Q3 24 | — | $-65.6M | ||
| Q2 24 | — | $-304.3M |
毛利率AIRCLVT
| Q1 26 | — | 67.2% | ||
| Q4 25 | 19.7% | 66.8% | ||
| Q3 25 | 18.1% | 65.0% | ||
| Q2 25 | — | 67.2% | ||
| Q1 25 | — | 65.1% | ||
| Q4 24 | — | 65.7% | ||
| Q3 24 | — | 66.2% | ||
| Q2 24 | — | 67.2% |
营业利润率AIRCLVT
| Q1 26 | — | 5.2% | ||
| Q4 25 | 6.0% | 6.7% | ||
| Q3 25 | 6.4% | 7.1% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | -3.5% | ||
| Q4 24 | — | -9.4% | ||
| Q3 24 | — | 3.5% | ||
| Q2 24 | — | -36.9% |
净利率AIRCLVT
| Q1 26 | — | -6.9% | ||
| Q4 25 | 4.4% | 0.5% | ||
| Q3 25 | 4.7% | -4.5% | ||
| Q2 25 | — | -11.6% | ||
| Q1 25 | — | -17.5% | ||
| Q4 24 | — | -28.9% | ||
| Q3 24 | — | -10.5% | ||
| Q2 24 | — | -46.8% |
每股收益（稀释后）AIRCLVT
| Q1 26 | — | $-0.06 | ||
| Q4 25 | $0.90 | $0.00 | ||
| Q3 25 | $0.95 | $-0.04 | ||
| Q2 25 | — | $-0.11 | ||
| Q1 25 | — | $-0.15 | ||
| Q4 24 | — | $-0.27 | ||
| Q3 24 | — | $-0.09 | ||
| Q2 24 | — | $-0.46 |
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 | $4.3B |
| 股东权益账面价值 | $1.6B | $4.8B |
| 总资产 | $3.2B | $10.9B |
| 负债/权益比越低杠杆越低 | 0.61× | 0.89× |
8季度趋势，按日历期对齐
现金及短期投资AIRCLVT
| Q1 26 | — | — | ||
| Q4 25 | $75.6M | $329.2M | ||
| Q3 25 | $80.0M | $318.7M | ||
| Q2 25 | — | $362.6M | ||
| Q1 25 | — | $354.0M | ||
| Q4 24 | — | $295.2M | ||
| Q3 24 | — | $388.5M | ||
| Q2 24 | — | $376.4M |
总债务AIRCLVT
| Q1 26 | — | $4.3B | ||
| Q4 25 | $952.7M | $4.3B | ||
| Q3 25 | $1.0B | $4.4B | ||
| Q2 25 | — | $4.5B | ||
| Q1 25 | — | $4.5B | ||
| Q4 24 | — | $4.5B | ||
| Q3 24 | — | $4.6B | ||
| Q2 24 | — | $4.6B |
股东权益AIRCLVT
| Q1 26 | — | $4.8B | ||
| Q4 25 | $1.6B | $4.8B | ||
| Q3 25 | $1.2B | $4.9B | ||
| Q2 25 | — | $5.0B | ||
| Q1 25 | — | $5.0B | ||
| Q4 24 | — | $5.1B | ||
| Q3 24 | — | $5.5B | ||
| Q2 24 | — | $5.6B |
总资产AIRCLVT
| Q1 26 | — | $10.9B | ||
| Q4 25 | $3.2B | $11.1B | ||
| Q3 25 | $2.9B | $11.2B | ||
| Q2 25 | — | $11.4B | ||
| Q1 25 | — | $11.5B | ||
| Q4 24 | — | $11.5B | ||
| Q3 24 | — | $12.0B | ||
| Q2 24 | — | $12.1B |
负债/权益比AIRCLVT
| Q1 26 | — | 0.89× | ||
| Q4 25 | 0.61× | 0.89× | ||
| Q3 25 | 0.82× | 0.90× | ||
| Q2 25 | — | 0.90× | ||
| Q1 25 | — | 0.90× | ||
| Q4 24 | — | 0.88× | ||
| Q3 24 | — | 0.84× | ||
| Q2 24 | — | 0.83× |
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 | $134.7M |
| 自由现金流经营现金流 - 资本支出 | $6.2M | $78.9M |
| 自由现金流率自由现金流/营收 | 0.8% | 13.5% |
| 资本支出强度资本支出/营收 | 0.9% | 9.5% |
| 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 | — | $333.9M |
8季度趋势，按日历期对齐
经营现金流AIRCLVT
| Q1 26 | — | $134.7M | ||
| Q4 25 | $13.6M | $159.9M | ||
| Q3 25 | $-44.9M | $181.1M | ||
| Q2 25 | — | $116.3M | ||
| Q1 25 | — | $171.2M | ||
| Q4 24 | — | $141.3M | ||
| Q3 24 | — | $202.9M | ||
| Q2 24 | — | $126.2M |
自由现金流AIRCLVT
| Q1 26 | — | $78.9M | ||
| Q4 25 | $6.2M | $89.2M | ||
| Q3 25 | $-53.6M | $115.5M | ||
| Q2 25 | — | $50.3M | ||
| Q1 25 | — | $110.3M | ||
| Q4 24 | — | $59.1M | ||
| Q3 24 | — | $126.3M | ||
| Q2 24 | — | $60.3M |
自由现金流率AIRCLVT
| Q1 26 | — | 13.5% | ||
| Q4 25 | 0.8% | 14.5% | ||
| Q3 25 | -7.2% | 18.5% | ||
| Q2 25 | — | 8.1% | ||
| Q1 25 | — | 18.6% | ||
| Q4 24 | — | 8.9% | ||
| Q3 24 | — | 20.3% | ||
| Q2 24 | — | 9.3% |
资本支出强度AIRCLVT
| Q1 26 | — | 9.5% | ||
| Q4 25 | 0.9% | 11.5% | ||
| Q3 25 | 1.2% | 10.5% | ||
| Q2 25 | — | 10.6% | ||
| Q1 25 | — | 10.3% | ||
| Q4 24 | — | 12.4% | ||
| Q3 24 | — | 12.3% | ||
| Q2 24 | — | 10.1% |
现金转化率AIRCLVT
| Q1 26 | — | — | ||
| Q4 25 | 0.39× | 51.58× | ||
| Q3 25 | -1.31× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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% |
CLVT
| Subscription | $397.5M | 68% |
| Re-occurring | $108.6M | 19% |
| Transactional | $79.4M | 14% |
