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AIR LEASE CORP（AL）与安霸（AMBA）财务数据对比。点击上方公司名可切换其他公司
AIR LEASE CORP的季度营收约是安霸的1.3倍（$140.8M vs $108.5M），AIR LEASE CORP净利率更高（128.5% vs -13.9%，领先142.4%），AIR LEASE CORP同比增速更快（90.4% vs 31.2%），AIR LEASE CORP自由现金流更多（$342.1M vs $31.4M），过去两年AIR LEASE CORP的营收复合增速更高（69.6% vs 45.0%）
航空租赁公司（ALC）是2010年成立的美国飞机租赁企业，由史蒂文·F·乌德瓦-哈齐执掌运营。公司直接向波音、空客、巴航工业、ATR采购全新商用飞机，为全球各地航空公司客户提供专业的飞机租赁及融资服务。
安霸是美国无晶圆厂半导体设计企业，专注于低功耗高清、超高清视频压缩、图像处理及计算机视觉处理器研发。其芯片产品广泛应用于视频安防、高级驾驶辅助系统、电子后视镜、行车记录仪、驾驶舱内监测、自动驾驶、机器人等多元人机视觉场景。
AL vs AMBA — 直观对比
营收规模更大
AL
是对方的1.3倍
$108.5M
营收增速更快
AL
高出59.2%
31.2%
净利率更高
AL
高出142.4%
-13.9%
自由现金流更多
AL
多$310.7M
$31.4M
两年增速更快
AL
近两年复合增速
45.0%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $140.8M | $108.5M |
| 净利润 | $180.9M | $-15.1M |
| 毛利率 | — | 59.6% |
| 营业利润率 | — | -15.0% |
| 净利率 | 128.5% | -13.9% |
| 营收同比 | 90.4% | 31.2% |
| 净利润同比 | 60.2% | 37.2% |
| 每股收益（稀释后） | $1.49 | $-0.35 |
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ALAMBA
| Q4 25 | $140.8M | $108.5M | ||
| Q3 25 | $44.5M | $95.5M | ||
| Q2 25 | $53.0M | $85.9M | ||
| Q1 25 | $92.9M | $84.0M | ||
| Q4 24 | $74.0M | $82.7M | ||
| Q3 24 | $65.0M | $63.7M | ||
| Q2 24 | $57.8M | $54.5M | ||
| Q1 24 | $49.0M | $51.6M |
净利润ALAMBA
| Q4 25 | $180.9M | $-15.1M | ||
| Q3 25 | $146.5M | $-20.0M | ||
| Q2 25 | $385.2M | $-24.3M | ||
| Q1 25 | $375.8M | $-20.2M | ||
| Q4 24 | $112.9M | $-24.1M | ||
| Q3 24 | $104.0M | $-34.9M | ||
| Q2 24 | $102.9M | $-37.9M | ||
| Q1 24 | $107.9M | $-60.6M |
毛利率ALAMBA
| Q4 25 | — | 59.6% | ||
| Q3 25 | — | 58.9% | ||
| Q2 25 | — | 60.0% | ||
| Q1 25 | — | 60.0% | ||
| Q4 24 | — | 60.6% | ||
| Q3 24 | — | 60.8% | ||
| Q2 24 | — | 60.9% | ||
| Q1 24 | — | 59.8% |
营业利润率ALAMBA
| Q4 25 | — | -15.0% | ||
| Q3 25 | — | -23.0% | ||
| Q2 25 | — | -30.1% | ||
| Q1 25 | — | -30.2% | ||
| Q4 24 | — | -30.9% | ||
| Q3 24 | — | -56.9% | ||
| Q2 24 | — | -72.4% | ||
| Q1 24 | — | -80.8% |
净利率ALAMBA
| Q4 25 | 128.5% | -13.9% | ||
| Q3 25 | 329.2% | -20.9% | ||
| Q2 25 | 726.9% | -28.3% | ||
| Q1 25 | 404.5% | -24.1% | ||
| Q4 24 | 152.7% | -29.1% | ||
| Q3 24 | 160.0% | -54.8% | ||
| Q2 24 | 178.2% | -69.6% | ||
| Q1 24 | 220.2% | -117.4% |
每股收益（稀释后）ALAMBA
| Q4 25 | $1.49 | $-0.35 | ||
| Q3 25 | $1.21 | $-0.47 | ||
| Q2 25 | $3.33 | $-0.58 | ||
| Q1 25 | $3.26 | $-0.48 | ||
| Q4 24 | $0.83 | $-0.58 | ||
| Q3 24 | $0.82 | $-0.85 | ||
| Q2 24 | $0.81 | $-0.93 | ||
| Q1 24 | $0.87 | $-1.51 |
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 | $466.4M | $174.1M |
| 总债务越低越好 | $19.7B | — |
| 股东权益账面价值 | $8.5B | $590.1M |
| 总资产 | $32.9B | $751.9M |
| 负债/权益比越低杠杆越低 | 2.33× | — |
8季度趋势，按日历期对齐
现金及短期投资ALAMBA
| Q4 25 | $466.4M | $174.1M | ||
| Q3 25 | $452.2M | $142.7M | ||
| Q2 25 | $454.8M | $141.3M | ||
| Q1 25 | $456.6M | $144.6M | ||
| Q4 24 | $472.6M | $127.1M | ||
| Q3 24 | $460.8M | $153.9M | ||
| Q2 24 | $454.1M | $131.8M | ||
| Q1 24 | $554.4M | $144.9M |
总债务ALAMBA
| Q4 25 | $19.7B | — | ||
| Q3 25 | $20.2B | — | ||
| Q2 25 | $20.3B | — | ||
| Q1 25 | $19.9B | — | ||
| Q4 24 | $20.2B | — | ||
| Q3 24 | $20.2B | — | ||
| Q2 24 | $19.7B | — | ||
| Q1 24 | $19.5B | — |
股东权益ALAMBA
| Q4 25 | $8.5B | $590.1M | ||
| Q3 25 | $8.3B | $576.5M | ||
| Q2 25 | $8.2B | $572.7M | ||
| Q1 25 | $7.9B | $561.4M | ||
| Q4 24 | $7.5B | $554.3M | ||
| Q3 24 | $7.7B | $547.6M | ||
| Q2 24 | $7.3B | $555.4M | ||
| Q1 24 | $7.2B | $559.9M |
总资产ALAMBA
| Q4 25 | $32.9B | $751.9M | ||
| Q3 25 | $33.4B | $706.4M | ||
| Q2 25 | $33.3B | $701.9M | ||
| Q1 25 | $32.4B | $689.0M | ||
| Q4 24 | $32.3B | $670.8M | ||
| Q3 24 | $32.2B | $650.3M | ||
| Q2 24 | $31.0B | $638.7M | ||
| Q1 24 | $30.9B | $657.7M |
负债/权益比ALAMBA
| Q4 25 | 2.33× | — | ||
| Q3 25 | 2.42× | — | ||
| Q2 25 | 2.47× | — | ||
| Q1 25 | 2.53× | — | ||
| Q4 24 | 2.68× | — | ||
| Q3 24 | 2.63× | — | ||
| Q2 24 | 2.69× | — | ||
| Q1 24 | 2.69× | — |
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 | $414.1M | $34.3M |
| 自由现金流经营现金流 - 资本支出 | $342.1M | $31.4M |
| 自由现金流率自由现金流/营收 | 242.9% | 29.0% |
| 资本支出强度资本支出/营收 | 51.1% | 2.7% |
| 现金转化率经营现金流/净利润 | 2.29× | — |
| 过去12个月自由现金流最近4个季度 | $1.5B | $64.3M |
8季度趋势，按日历期对齐
经营现金流ALAMBA
| Q4 25 | $414.1M | $34.3M | ||
| Q3 25 | $458.6M | $5.5M | ||
| Q2 25 | $473.6M | $14.8M | ||
| Q1 25 | $388.3M | $25.4M | ||
| Q4 24 | $430.0M | $6.6M | ||
| Q3 24 | $461.9M | $16.7M | ||
| Q2 24 | $413.8M | $-15.0M | ||
| Q1 24 | $371.3M | $-4.0M |
自由现金流ALAMBA
| Q4 25 | $342.1M | $31.4M | ||
| Q3 25 | $412.3M | $1.4M | ||
| Q2 25 | $427.1M | $10.2M | ||
| Q1 25 | $315.5M | $21.2M | ||
| Q4 24 | $326.8M | $4.1M | ||
| Q3 24 | $369.8M | $14.2M | ||
| Q2 24 | $346.4M | $-16.1M | ||
| Q1 24 | $246.8M | $-6.0M |
自由现金流率ALAMBA
| Q4 25 | 242.9% | 29.0% | ||
| Q3 25 | 926.6% | 1.4% | ||
| Q2 25 | 806.0% | 11.9% | ||
| Q1 25 | 339.5% | 25.3% | ||
| Q4 24 | 441.8% | 5.0% | ||
| Q3 24 | 569.1% | 22.2% | ||
| Q2 24 | 599.5% | -29.5% | ||
| Q1 24 | 503.8% | -11.6% |
资本支出强度ALAMBA
| Q4 25 | 51.1% | 2.7% | ||
| Q3 25 | 104.1% | 4.3% | ||
| Q2 25 | 87.8% | 5.3% | ||
| Q1 25 | 78.4% | 5.0% | ||
| Q4 24 | 139.6% | 3.0% | ||
| Q3 24 | 141.7% | 4.0% | ||
| Q2 24 | 116.7% | 2.1% | ||
| Q1 24 | 254.3% | 3.7% |
现金转化率ALAMBA
| Q4 25 | 2.29× | — | ||
| Q3 25 | 3.13× | — | ||
| Q2 25 | 1.23× | — | ||
| Q1 25 | 1.03× | — | ||
| Q4 24 | 3.81× | — | ||
| Q3 24 | 4.44× | — | ||
| Q2 24 | 4.02× | — | ||
| Q1 24 | 3.44× | — |
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
AL
暂无分部数据
AMBA
| TW | $76.0M | 70% |
| Asia Pacific Other Than Taiwan | $20.2M | 19% |
| North America Other Than United States | $7.4M | 7% |
| Other | $5.0M | 5% |
