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Airship AI Holdings, Inc.（AISP）与Arista Networks（ANET）财务数据对比。点击上方公司名可切换其他公司
Arista Networks的季度营收约是Airship AI Holdings, Inc.的383.1倍（$2.5B vs $6.5M）。Airship AI Holdings, Inc.净利率更高（353.6% vs 38.4%，领先315.1%）。Airship AI Holdings, Inc.同比增速更快（102.5% vs 28.9%）。过去两年Arista Networks的营收复合增速更高（25.8% vs -21.6%）
Airship AI Holdings相关的飞艇工业公司曾是英国现代软式飞艇（即浮空艇）制造商，1980年至1990年以该名称开展运营，曾有一段时间由艾伦·邦德控股。其前身航空航天发展公司成立于1970年，后继企业混合动力飞行器公司截至2022年仍在运营。
Arista Networks是总部位于美国加利福尼亚州圣克拉拉的计算机网络企业，专注于设计销售多层网络交换机，为大型数据中心、云计算、高性能计算、高频交易等场景提供软件定义网络（SDN）解决方案，旗下拥有10G至800G系列低延迟直通以太网交换机，搭载自研基于Linux的可扩展操作系统EOS。
AISP vs ANET — 直观对比
营收规模更大
ANET
是对方的383.1倍
$6.5M
营收增速更快
AISP
高出73.7%
28.9%
净利率更高
AISP
高出315.1%
38.4%
两年增速更快
ANET
近两年复合增速
-21.6%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $6.5M | $2.5B |
| 净利润 | $23.0M | $955.8M |
| 毛利率 | 51.2% | 62.9% |
| 营业利润率 | -9.4% | 41.5% |
| 净利率 | 353.6% | 38.4% |
| 营收同比 | 102.5% | 28.9% |
| 净利润同比 | 145.8% | 19.3% |
| 每股收益（稀释后） | $0.75 | $0.74 |
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AISPANET
| Q4 25 | $6.5M | $2.5B | ||
| Q3 25 | $1.2M | $2.3B | ||
| Q2 25 | $2.1M | $2.2B | ||
| Q1 25 | $5.5M | $2.0B | ||
| Q4 24 | $3.2M | $1.9B | ||
| Q3 24 | $2.9M | $1.8B | ||
| Q2 24 | $6.4M | $1.7B | ||
| Q1 24 | $10.6M | $1.6B |
净利润AISPANET
| Q4 25 | $23.0M | $955.8M | ||
| Q3 25 | $6.4M | $853.0M | ||
| Q2 25 | $-23.8M | $888.8M | ||
| Q1 25 | $23.7M | $813.8M | ||
| Q4 24 | $-50.2M | $801.0M | ||
| Q3 24 | $6.2M | $747.9M | ||
| Q2 24 | $18.5M | $665.4M | ||
| Q1 24 | $-32.0M | $637.7M |
毛利率AISPANET
| Q4 25 | 51.2% | 62.9% | ||
| Q3 25 | 51.3% | 64.6% | ||
| Q2 25 | 71.4% | 65.2% | ||
| Q1 25 | 40.6% | 63.7% | ||
| Q4 24 | 38.6% | 63.8% | ||
| Q3 24 | 75.1% | 64.2% | ||
| Q2 24 | 70.4% | 64.9% | ||
| Q1 24 | 24.9% | 63.7% |
营业利润率AISPANET
| Q4 25 | -9.4% | 41.5% | ||
| Q3 25 | -243.5% | 42.4% | ||
| Q2 25 | -94.2% | 44.7% | ||
| Q1 25 | -31.2% | 42.8% | ||
| Q4 24 | -46.5% | 41.4% | ||
| Q3 24 | -55.4% | 43.4% | ||
| Q2 24 | 15.3% | 41.4% | ||
| Q1 24 | -13.3% | 42.0% |
净利率AISPANET
| Q4 25 | 353.6% | 38.4% | ||
| Q3 25 | 544.4% | 37.0% | ||
| Q2 25 | -1106.6% | 40.3% | ||
| Q1 25 | 430.8% | 40.6% | ||
| Q4 24 | -1564.8% | 41.5% | ||
| Q3 24 | 216.7% | 41.3% | ||
| Q2 24 | 288.4% | 39.4% | ||
| Q1 24 | -302.3% | 40.6% |
每股收益（稀释后）AISPANET
| Q4 25 | $0.75 | $0.74 | ||
| Q3 25 | $0.15 | $0.67 | ||
| Q2 25 | $-0.75 | $0.70 | ||
| Q1 25 | $0.61 | $0.64 | ||
| Q4 24 | $-1.72 | $-4.17 | ||
| Q3 24 | $0.17 | $2.33 | ||
| Q2 24 | $0.61 | $2.08 | ||
| Q1 24 | $-1.40 | $1.99 |
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 | $11.8M | $2.0B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-7.1M | $12.4B |
| 总资产 | $19.5M | $19.4B |
| 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AISPANET
| Q4 25 | $11.8M | $2.0B | ||
| Q3 25 | $5.8M | $2.3B | ||
| Q2 25 | $6.3M | $2.2B | ||
| Q1 25 | $8.8M | $1.8B | ||
| Q4 24 | $11.4M | $2.8B | ||
| Q3 24 | $6.5M | $3.2B | ||
| Q2 24 | $226.8K | $2.4B | ||
| Q1 24 | $1.7M | $2.1B |
股东权益AISPANET
| Q4 25 | $-7.1M | $12.4B | ||
| Q3 25 | $-40.1M | $11.9B | ||
| Q2 25 | $-46.9M | $10.9B | ||
| Q1 25 | $-23.5M | $10.1B | ||
| Q4 24 | $-53.0M | $10.0B | ||
| Q3 24 | $-12.9M | $9.2B | ||
| Q2 24 | $-28.0M | $8.4B | ||
| Q1 24 | $-48.1M | $7.9B |
总资产AISPANET
| Q4 25 | $19.5M | $19.4B | ||
| Q3 25 | $8.1M | $18.0B | ||
| Q2 25 | $10.1M | $16.5B | ||
| Q1 25 | $12.9M | $14.5B | ||
| Q4 24 | $13.7M | $14.0B | ||
| Q3 24 | $9.1M | $12.8B | ||
| Q2 24 | $5.3M | $11.6B | ||
| Q1 24 | $4.7M | $10.6B |
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 | $-3.5M | $1.3B |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | -0.15× | 1.32× |
| 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AISPANET
| Q4 25 | $-3.5M | $1.3B | ||
| Q3 25 | $-583.6K | $1.3B | ||
| Q2 25 | $-1.8M | $1.2B | ||
| Q1 25 | $-2.1M | $641.7M | ||
| Q4 24 | $-2.1M | $1.0B | ||
| Q3 24 | $-251.4K | $1.2B | ||
| Q2 24 | $-2.5M | $989.0M | ||
| Q1 24 | $-1.7M | $513.8M |
自由现金流AISPANET
| Q4 25 | — | — | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $613.3M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $985.9M | ||
| Q1 24 | — | $504.4M |
自由现金流率AISPANET
| Q4 25 | — | — | ||
| Q3 25 | — | 53.6% | ||
| Q2 25 | — | 53.3% | ||
| Q1 25 | — | 30.6% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 64.5% | ||
| Q2 24 | — | 58.3% | ||
| Q1 24 | — | 32.1% |
资本支出强度AISPANET
| Q4 25 | — | — | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 1.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.2% | ||
| Q1 24 | — | 0.6% |
现金转化率AISPANET
| Q4 25 | -0.15× | 1.32× | ||
| Q3 25 | -0.09× | 1.49× | ||
| Q2 25 | — | 1.35× | ||
| Q1 25 | -0.09× | 0.79× | ||
| Q4 24 | — | 1.29× | ||
| Q3 24 | -0.04× | 1.57× | ||
| Q2 24 | -0.13× | 1.49× | ||
| Q1 24 | — | 0.81× |
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
AISP
暂无分部数据
ANET
| Products | $2.1B | 84% |
| Services | $392.1M | 16% |
