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AIR LEASE CORP（AL）与Amplitude, Inc.（AMPL）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Amplitude, Inc.的1.5倍（$140.8M vs $91.4M），AIR LEASE CORP净利率更高（128.5% vs -19.3%，领先147.8%），AIR LEASE CORP同比增速更快（90.4% vs 17.0%），AIR LEASE CORP自由现金流更多（$342.1M vs $12.7M），过去两年AIR LEASE CORP的营收复合增速更高（69.6% vs 12.2%）
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。
Amplitude是一家美国企业，专注于研发数字分析软件，能够帮助企业梳理用户行为数据、优化产品决策与数字化运营体验。该公司于2021年9月28日在纳斯达克交易所挂牌上市，股票代码为AMPL。
AL vs AMPL — 直观对比
营收规模更大
AL
是对方的1.5倍
$91.4M
营收增速更快
AL
高出73.4%
17.0%
净利率更高
AL
高出147.8%
-19.3%
自由现金流更多
AL
多$329.5M
$12.7M
两年增速更快
AL
近两年复合增速
12.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $140.8M | $91.4M |
| 净利润 | $180.9M | $-17.7M |
| 毛利率 | — | 74.6% |
| 营业利润率 | — | -18.3% |
| 净利率 | 128.5% | -19.3% |
| 营收同比 | 90.4% | 17.0% |
| 净利润同比 | 60.2% | 45.8% |
| 每股收益（稀释后） | $1.49 | $-0.13 |
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ALAMPL
| Q4 25 | $140.8M | $91.4M | ||
| Q3 25 | $44.5M | $88.6M | ||
| Q2 25 | $53.0M | $83.3M | ||
| Q1 25 | $92.9M | $80.0M | ||
| Q4 24 | $74.0M | $78.1M | ||
| Q3 24 | $65.0M | $75.2M | ||
| Q2 24 | $57.8M | $73.3M | ||
| Q1 24 | $49.0M | $72.6M |
净利润ALAMPL
| Q4 25 | $180.9M | $-17.7M | ||
| Q3 25 | $146.5M | $-24.0M | ||
| Q2 25 | $385.2M | $-24.7M | ||
| Q1 25 | $375.8M | $-22.2M | ||
| Q4 24 | $112.9M | $-32.6M | ||
| Q3 24 | $104.0M | $-16.9M | ||
| Q2 24 | $102.9M | $-23.4M | ||
| Q1 24 | $107.9M | $-21.5M |
毛利率ALAMPL
| Q4 25 | — | 74.6% | ||
| Q3 25 | — | 73.9% | ||
| Q2 25 | — | 72.6% | ||
| Q1 25 | — | 74.7% | ||
| Q4 24 | — | 74.7% | ||
| Q3 24 | — | 75.1% | ||
| Q2 24 | — | 73.4% | ||
| Q1 24 | — | 74.0% |
营业利润率ALAMPL
| Q4 25 | — | -18.3% | ||
| Q3 25 | — | -26.0% | ||
| Q2 25 | — | -29.0% | ||
| Q1 25 | — | -26.8% | ||
| Q4 24 | — | -41.2% | ||
| Q3 24 | — | -21.4% | ||
| Q2 24 | — | -31.7% | ||
| Q1 24 | — | -29.0% |
净利率ALAMPL
| Q4 25 | 128.5% | -19.3% | ||
| Q3 25 | 329.2% | -27.1% | ||
| Q2 25 | 726.9% | -29.6% | ||
| Q1 25 | 404.5% | -27.8% | ||
| Q4 24 | 152.7% | -41.7% | ||
| Q3 24 | 160.0% | -22.4% | ||
| Q2 24 | 178.2% | -31.9% | ||
| Q1 24 | 220.2% | -29.5% |
每股收益（稀释后）ALAMPL
| Q4 25 | $1.49 | $-0.13 | ||
| Q3 25 | $1.21 | $-0.18 | ||
| Q2 25 | $3.33 | $-0.19 | ||
| Q1 25 | $3.26 | $-0.17 | ||
| Q4 24 | $0.83 | $-0.25 | ||
| Q3 24 | $0.82 | $-0.14 | ||
| Q2 24 | $0.81 | $-0.19 | ||
| Q1 24 | $0.87 | $-0.18 |
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 | $192.0M |
| 总债务越低越好 | $19.7B | — |
| 股东权益账面价值 | $8.5B | $245.3M |
| 总资产 | $32.9B | $420.7M |
| 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ALAMPL
| Q4 25 | $466.4M | $192.0M | ||
| Q3 25 | $452.2M | $189.2M | ||
| Q2 25 | $454.8M | $208.1M | ||
| Q1 25 | $456.6M | $209.0M | ||
| Q4 24 | $472.6M | $241.1M | ||
| Q3 24 | $460.8M | $319.9M | ||
| Q2 24 | $454.1M | $318.3M | ||
| Q1 24 | $554.4M | $316.1M |
总债务ALAMPL
| 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ALAMPL
| Q4 25 | $8.5B | $245.3M | ||
| Q3 25 | $8.3B | $262.2M | ||
| Q2 25 | $8.2B | $279.5M | ||
| Q1 25 | $7.9B | $289.5M | ||
| Q4 24 | $7.5B | $296.6M | ||
| Q3 24 | $7.7B | $290.0M | ||
| Q2 24 | $7.3B | $287.3M | ||
| Q1 24 | $7.2B | $289.2M |
总资产ALAMPL
| Q4 25 | $32.9B | $420.7M | ||
| Q3 25 | $33.4B | $438.1M | ||
| Q2 25 | $33.3B | $456.6M | ||
| Q1 25 | $32.4B | $445.8M | ||
| Q4 24 | $32.3B | $445.9M | ||
| Q3 24 | $32.2B | $445.6M | ||
| Q2 24 | $31.0B | $445.4M | ||
| Q1 24 | $30.9B | $437.9M |
负债/权益比ALAMPL
| 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 | $12.8M |
| 自由现金流经营现金流 - 资本支出 | $342.1M | $12.7M |
| 自由现金流率自由现金流/营收 | 242.9% | 13.8% |
| 资本支出强度资本支出/营收 | 51.1% | 0.2% |
| 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 | $28.2M |
8季度趋势，按日历期对齐
经营现金流ALAMPL
| Q4 25 | $414.1M | $12.8M | ||
| Q3 25 | $458.6M | $5.0M | ||
| Q2 25 | $473.6M | $20.1M | ||
| Q1 25 | $388.3M | $-8.0M | ||
| Q4 24 | $430.0M | $3.2M | ||
| Q3 24 | $461.9M | $6.2M | ||
| Q2 24 | $413.8M | $9.2M | ||
| Q1 24 | $371.3M | $-48.0K |
自由现金流ALAMPL
| Q4 25 | $342.1M | $12.7M | ||
| Q3 25 | $412.3M | $4.5M | ||
| Q2 25 | $427.1M | $19.5M | ||
| Q1 25 | $315.5M | $-8.5M | ||
| Q4 24 | $326.8M | $2.4M | ||
| Q3 24 | $369.8M | $6.2M | ||
| Q2 24 | $346.4M | $8.6M | ||
| Q1 24 | $246.8M | $-405.0K |
自由现金流率ALAMPL
| Q4 25 | 242.9% | 13.8% | ||
| Q3 25 | 926.6% | 5.1% | ||
| Q2 25 | 806.0% | 23.4% | ||
| Q1 25 | 339.5% | -10.6% | ||
| Q4 24 | 441.8% | 3.1% | ||
| Q3 24 | 569.1% | 8.2% | ||
| Q2 24 | 599.5% | 11.8% | ||
| Q1 24 | 503.8% | -0.6% |
资本支出强度ALAMPL
| Q4 25 | 51.1% | 0.2% | ||
| Q3 25 | 104.1% | 0.5% | ||
| Q2 25 | 87.8% | 0.6% | ||
| Q1 25 | 78.4% | 0.5% | ||
| Q4 24 | 139.6% | 1.0% | ||
| Q3 24 | 141.7% | 0.0% | ||
| Q2 24 | 116.7% | 0.8% | ||
| Q1 24 | 254.3% | 0.5% |
现金转化率ALAMPL
| 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
AMPL
| US | $55.8M | 61% |
| International | $35.7M | 39% |
