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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）与AerSale Corp（ASLE）财务数据对比。点击上方公司名可切换其他公司
APPLIED INDUSTRIAL TECHNOLOGIES INC的季度营收约是AerSale Corp的12.8倍（$1.2B vs $90.9M）。APPLIED INDUSTRIAL TECHNOLOGIES INC净利率更高（8.2% vs 5.9%，领先2.3%）。APPLIED INDUSTRIAL TECHNOLOGIES INC同比增速更快（8.4% vs -4.0%）。APPLIED INDUSTRIAL TECHNOLOGIES INC自由现金流更多（$93.4M vs $9.8M）。过去两年APPLIED INDUSTRIAL TECHNOLOGIES INC的营收复合增速更高（0.7% vs 0.2%）
AIT（Applied Industrial Technologies Inc）是总部位于美国的全球化上市工业企业，主营轴承、动力传动产品、工程级流体动力组件及系统、特种流量控制产品等工业用品分销，同时为工业及流体动力应用场景提供工程设计、系统集成及定制化配套服务。
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。
AIT vs ASLE — 直观对比
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $90.9M |
| 净利润 | $95.3M | $5.4M |
| 毛利率 | 30.4% | 34.1% |
| 营业利润率 | 10.6% | 7.8% |
| 净利率 | 8.2% | 5.9% |
| 营收同比 | 8.4% | -4.0% |
| 净利润同比 | 2.2% | 99.7% |
| 每股收益（稀释后） | $2.51 | $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
| Q4 25 | $1.2B | $90.9M | ||
| Q3 25 | $1.2B | $71.2M | ||
| Q2 25 | $1.2B | $107.4M | ||
| Q1 25 | $1.2B | $65.8M | ||
| Q4 24 | $1.1B | $94.7M | ||
| Q3 24 | $1.1B | $82.7M | ||
| Q2 24 | $1.2B | $77.1M | ||
| Q1 24 | $1.1B | $90.5M |
| Q4 25 | $95.3M | $5.4M | ||
| Q3 25 | $100.8M | $-120.0K | ||
| Q2 25 | $107.8M | $8.6M | ||
| Q1 25 | $99.8M | $-5.3M | ||
| Q4 24 | $93.3M | $2.7M | ||
| Q3 24 | $92.1M | $509.0K | ||
| Q2 24 | $103.5M | $-3.6M | ||
| Q1 24 | $97.2M | $6.3M |
| Q4 25 | 30.4% | 34.1% | ||
| Q3 25 | 30.1% | 30.2% | ||
| Q2 25 | 30.6% | 32.9% | ||
| Q1 25 | 30.5% | 27.3% | ||
| Q4 24 | 30.6% | 31.4% | ||
| Q3 24 | 29.6% | 28.6% | ||
| Q2 24 | 30.7% | 28.2% | ||
| Q1 24 | 29.5% | 31.8% |
| Q4 25 | 10.6% | 7.8% | ||
| Q3 25 | 10.8% | 4.0% | ||
| Q2 25 | 11.0% | 11.7% | ||
| Q1 25 | 11.1% | -10.1% | ||
| Q4 24 | 11.3% | 5.2% | ||
| Q3 24 | 10.3% | 2.4% | ||
| Q2 24 | 12.0% | -2.4% | ||
| Q1 24 | 10.6% | 5.2% |
| Q4 25 | 8.2% | 5.9% | ||
| Q3 25 | 8.4% | -0.2% | ||
| Q2 25 | 8.8% | 8.0% | ||
| Q1 25 | 8.6% | -8.0% | ||
| Q4 24 | 8.7% | 2.9% | ||
| Q3 24 | 8.4% | 0.6% | ||
| Q2 24 | 8.9% | -4.7% | ||
| Q1 24 | 8.5% | 6.9% |
| Q4 25 | $2.51 | $0.10 | ||
| Q3 25 | $2.63 | $0.00 | ||
| Q2 25 | $2.80 | $0.18 | ||
| Q1 25 | $2.57 | $-0.10 | ||
| Q4 24 | $2.39 | $0.05 | ||
| Q3 24 | $2.36 | $0.01 | ||
| Q2 24 | $2.64 | $-0.07 | ||
| Q1 24 | $2.48 | $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 | $406.0M | $4.4M |
| 总债务越低越好 | — | $1.3M |
| 股东权益账面价值 | $1.9B | $424.4M |
| 总资产 | $3.2B | $640.5M |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
| Q4 25 | $406.0M | $4.4M | ||
| Q3 25 | $418.7M | $5.3M | ||
| Q2 25 | $388.4M | $5.7M | ||
| Q1 25 | $352.8M | $4.7M | ||
| Q4 24 | $303.4M | $4.7M | ||
| Q3 24 | $538.5M | $9.8M | ||
| Q2 24 | $460.6M | $4.3M | ||
| Q1 24 | $456.5M | $2.6M |
| Q4 25 | — | $1.3M | ||
| Q3 25 | — | $1.5M | ||
| Q2 25 | — | $907.0K | ||
| Q1 25 | — | $1.1M | ||
| Q4 24 | — | $1.2M | ||
| Q3 24 | — | $376.0K | ||
| Q2 24 | — | $522.0K | ||
| Q1 24 | — | $3.5M |
| Q4 25 | $1.9B | $424.4M | ||
| Q3 25 | $1.9B | $417.1M | ||
| Q2 25 | $1.8B | $415.9M | ||
| Q1 25 | $1.8B | $406.5M | ||
| Q4 24 | $1.8B | $455.6M | ||
| Q3 24 | $1.8B | $451.5M | ||
| Q2 24 | $1.7B | $449.8M | ||
| Q1 24 | $1.7B | $452.0M |
| Q4 25 | $3.2B | $640.5M | ||
| Q3 25 | $3.2B | $646.3M | ||
| Q2 25 | $3.2B | $646.7M | ||
| Q1 25 | $3.1B | $646.1M | ||
| Q4 24 | $3.0B | $604.7M | ||
| Q3 24 | $3.0B | $601.5M | ||
| Q2 24 | $3.0B | $598.7M | ||
| Q1 24 | $2.9B | $571.7M |
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 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 | $99.7M | $11.4M |
| 自由现金流经营现金流 - 资本支出 | $93.4M | $9.8M |
| 自由现金流率自由现金流/营收 | 8.0% | 10.8% |
| 资本支出强度资本支出/营收 | 0.5% | 1.7% |
| 现金转化率经营现金流/净利润 | 1.05× | 2.11× |
| 过去12个月自由现金流最近4个季度 | $458.5M | $-29.1M |
8季度趋势，按日历期对齐
| Q4 25 | $99.7M | $11.4M | ||
| Q3 25 | $119.3M | $-8.9M | ||
| Q2 25 | $147.0M | $19.8M | ||
| Q1 25 | $122.5M | $-45.2M | ||
| Q4 24 | $95.1M | $37.5M | ||
| Q3 24 | $127.7M | $10.4M | ||
| Q2 24 | $119.2M | $-15.3M | ||
| Q1 24 | $84.2M | $-21.5M |
| Q4 25 | $93.4M | $9.8M | ||
| Q3 25 | $112.0M | $-9.8M | ||
| Q2 25 | $138.2M | $18.6M | ||
| Q1 25 | $114.9M | $-47.6M | ||
| Q4 24 | $89.9M | $32.3M | ||
| Q3 24 | $122.2M | $8.9M | ||
| Q2 24 | $111.7M | $-18.9M | ||
| Q1 24 | $76.7M | $-25.0M |
| Q4 25 | 8.0% | 10.8% | ||
| Q3 25 | 9.3% | -13.8% | ||
| Q2 25 | 11.3% | 17.3% | ||
| Q1 25 | 9.8% | -72.4% | ||
| Q4 24 | 8.4% | 34.0% | ||
| Q3 24 | 11.1% | 10.7% | ||
| Q2 24 | 9.6% | -24.6% | ||
| Q1 24 | 6.7% | -27.7% |
| Q4 25 | 0.5% | 1.7% | ||
| Q3 25 | 0.6% | 1.3% | ||
| Q2 25 | 0.7% | 1.1% | ||
| Q1 25 | 0.6% | 3.7% | ||
| Q4 24 | 0.5% | 5.6% | ||
| Q3 24 | 0.5% | 1.9% | ||
| Q2 24 | 0.6% | 4.7% | ||
| Q1 24 | 0.7% | 3.9% |
| Q4 25 | 1.05× | 2.11× | ||
| Q3 25 | 1.18× | — | ||
| Q2 25 | 1.36× | 2.31× | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 1.02× | 13.89× | ||
| Q3 24 | 1.39× | 20.52× | ||
| Q2 24 | 1.15× | — | ||
| Q1 24 | 0.87× | -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
AIT
| Service Center Based Distribution Segment | $625.2M | 54% |
| Engineered Solutions Segment | $398.9M | 34% |
| Other | $75.8M | 7% |
| Hydradyne LLC | $63.1M | 5% |
ASLE
| Products | $57.8M | 64% |
| Maintenance | $23.2M | 26% |
| Leasing Arrangements | $9.9M | 11% |
