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AAR CORP（AIR）与PLEXUS CORP（PLXS）财务数据对比。点击上方公司名可切换其他公司
PLEXUS CORP的季度营收约是AAR CORP的1.5倍（$1.2B vs $795.3M），AAR CORP净利率更高（4.4% vs 4.3%，领先0.1%），PLEXUS CORP同比增速更快（18.7% vs 15.9%）
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。
Plexus Corp是总部位于美国密歇根州特洛伊市的软件企业，专注于开发及推广Plex制造云产品，这是一款面向制造行业的SaaS模式云计算ERP解决方案，可助力制造企业实现数字化运营管理升级。
AIR vs PLXS — 直观对比
营收规模更大
PLXS
是对方的1.5倍
$795.3M
营收增速更快
PLXS
高出2.8%
15.9%
净利率更高
AIR
高出0.1%
4.3%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $795.3M | $1.2B |
| 净利润 | $34.6M | $49.8M |
| 毛利率 | 19.7% | 10.2% |
| 营业利润率 | 6.0% | 5.3% |
| 净利率 | 4.4% | 4.3% |
| 营收同比 | 15.9% | 18.7% |
| 净利润同比 | 213.1% | 27.5% |
| 每股收益（稀释后） | $0.90 | $1.82 |
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AIRPLXS
| Q1 26 | — | $1.1B | ||
| Q4 25 | $795.3M | — | ||
| Q3 25 | $739.6M | — | ||
| Q3 23 | — | $1.0B | ||
| Q2 23 | — | $1.1B | ||
| Q4 22 | — | $1.2B | ||
| Q3 22 | — | $1.0B |
净利润AIRPLXS
| Q1 26 | — | $41.2M | ||
| Q4 25 | $34.6M | — | ||
| Q3 25 | $34.4M | — | ||
| Q3 23 | — | $15.8M | ||
| Q2 23 | — | $40.8M | ||
| Q4 22 | — | $50.5M | ||
| Q3 22 | — | $37.5M |
毛利率AIRPLXS
| Q1 26 | — | 9.9% | ||
| Q4 25 | 19.7% | — | ||
| Q3 25 | 18.1% | — | ||
| Q3 23 | — | 8.9% | ||
| Q2 23 | — | 9.4% | ||
| Q4 22 | — | 9.3% | ||
| Q3 22 | — | 9.2% |
营业利润率AIRPLXS
| Q1 26 | — | 5.1% | ||
| Q4 25 | 6.0% | — | ||
| Q3 25 | 6.4% | — | ||
| Q3 23 | — | 2.7% | ||
| Q2 23 | — | 5.2% | ||
| Q4 22 | — | 5.4% | ||
| Q3 22 | — | 4.9% |
净利率AIRPLXS
| Q1 26 | — | 3.8% | ||
| Q4 25 | 4.4% | — | ||
| Q3 25 | 4.7% | — | ||
| Q3 23 | — | 1.5% | ||
| Q2 23 | — | 3.7% | ||
| Q4 22 | — | 4.4% | ||
| Q3 22 | — | 3.7% |
每股收益（稀释后）AIRPLXS
| Q1 26 | — | $1.51 | ||
| Q4 25 | $0.90 | — | ||
| Q3 25 | $0.95 | — | ||
| Q3 23 | — | $0.56 | ||
| Q2 23 | — | $1.45 | ||
| Q4 22 | — | $1.76 | ||
| Q3 22 | — | $1.33 |
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 | $303.1M |
| 总债务越低越好 | $952.7M | — |
| 股东权益账面价值 | $1.6B | $1.5B |
| 总资产 | $3.2B | $3.4B |
| 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AIRPLXS
| Q1 26 | — | $248.8M | ||
| Q4 25 | $75.6M | — | ||
| Q3 25 | $80.0M | — | ||
| Q3 23 | — | $253.0M | ||
| Q2 23 | — | $269.7M | ||
| Q4 22 | — | $274.8M | ||
| Q3 22 | — | $276.6M |
总债务AIRPLXS
| Q1 26 | — | — | ||
| Q4 25 | $952.7M | — | ||
| Q3 25 | $1.0B | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — | ||
| Q4 22 | — | — | ||
| Q3 22 | — | — |
股东权益AIRPLXS
| Q1 26 | — | $1.5B | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.2B | — | ||
| Q3 23 | — | $1.2B | ||
| Q2 23 | — | $1.2B | ||
| Q4 22 | — | $1.1B | ||
| Q3 22 | — | $1.1B |
总资产AIRPLXS
| Q1 26 | — | $3.2B | ||
| Q4 25 | $3.2B | — | ||
| Q3 25 | $2.9B | — | ||
| Q3 23 | — | $3.4B | ||
| Q2 23 | — | $3.4B | ||
| Q4 22 | — | $3.4B | ||
| Q3 22 | — | $3.2B |
负债/权益比AIRPLXS
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | — | ||
| Q3 25 | 0.82× | — | ||
| Q3 23 | — | — | ||
| Q2 23 | — | — | ||
| Q4 22 | — | — | ||
| Q3 22 | — | — |
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AIRPLXS
| Q1 26 | — | — | ||
| Q4 25 | $13.6M | — | ||
| Q3 25 | $-44.9M | — | ||
| Q3 23 | — | $18.8M | ||
| Q2 23 | — | $106.0M | ||
| Q4 22 | — | $-26.2M | ||
| Q3 22 | — | $-21.2M |
自由现金流AIRPLXS
| Q1 26 | — | — | ||
| Q4 25 | $6.2M | — | ||
| Q3 25 | $-53.6M | — | ||
| Q3 23 | — | $-11.5M | ||
| Q2 23 | — | $79.5M | ||
| Q4 22 | — | $-127.9M | ||
| Q3 22 | — | $-42.0M |
自由现金流率AIRPLXS
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | — | ||
| Q3 25 | -7.2% | — | ||
| Q3 23 | — | -1.1% | ||
| Q2 23 | — | 7.3% | ||
| Q4 22 | — | -11.1% | ||
| Q3 22 | — | -4.2% |
资本支出强度AIRPLXS
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | — | ||
| Q3 25 | 1.2% | — | ||
| Q3 23 | — | 2.9% | ||
| Q2 23 | — | 2.4% | ||
| Q4 22 | — | 8.8% | ||
| Q3 22 | — | 2.1% |
现金转化率AIRPLXS
| Q1 26 | — | — | ||
| Q4 25 | 0.39× | — | ||
| Q3 25 | -1.31× | — | ||
| Q3 23 | — | 1.19× | ||
| Q2 23 | — | 2.59× | ||
| Q4 22 | — | -0.52× | ||
| Q3 22 | — | -0.57× |
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% |
PLXS
| Asia-Pacific | $652.0M | 56% |
| Americas | $397.0M | 34% |
| Europe, Middle East and Africa | $116.0M | 10% |
