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AIR LEASE CORP（AL）与APPFOLIO INC（APPF）财务数据对比。点击上方公司名可切换其他公司
APPFOLIO INC的季度营收约是AIR LEASE CORP的1.9倍（$262.2M vs $140.8M），AIR LEASE CORP净利率更高（128.5% vs 16.2%，领先112.3%），AIR LEASE CORP同比增速更快（90.4% vs 20.4%），过去两年AIR LEASE CORP的营收复合增速更高（69.6% vs 15.3%）
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。
AppFolio Inc.是一家2006年成立的美国企业，专注服务房地产行业，为客户提供软件即服务（SaaS）类应用产品及相关配套服务，助力房地产相关经营主体优化管理流程、提升运营效率。
AL vs APPF — 直观对比
营收规模更大
APPF
是对方的1.9倍
$140.8M
营收增速更快
AL
高出70.0%
20.4%
净利率更高
AL
高出112.3%
16.2%
两年增速更快
AL
近两年复合增速
15.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $140.8M | $262.2M |
| 净利润 | $180.9M | $42.4M |
| 毛利率 | — | — |
| 营业利润率 | — | 19.4% |
| 净利率 | 128.5% | 16.2% |
| 营收同比 | 90.4% | 20.4% |
| 净利润同比 | 60.2% | 35.2% |
| 每股收益（稀释后） | $1.49 | $1.18 |
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ALAPPF
| Q1 26 | — | $262.2M | ||
| Q4 25 | $140.8M | $248.2M | ||
| Q3 25 | $44.5M | $249.4M | ||
| Q2 25 | $53.0M | $235.6M | ||
| Q1 25 | $92.9M | $217.7M | ||
| Q4 24 | $74.0M | $203.7M | ||
| Q3 24 | $65.0M | $205.7M | ||
| Q2 24 | $57.8M | $197.4M |
净利润ALAPPF
| Q1 26 | — | $42.4M | ||
| Q4 25 | $180.9M | $39.9M | ||
| Q3 25 | $146.5M | $33.6M | ||
| Q2 25 | $385.2M | $36.0M | ||
| Q1 25 | $375.8M | $31.4M | ||
| Q4 24 | $112.9M | $102.7M | ||
| Q3 24 | $104.0M | $33.0M | ||
| Q2 24 | $102.9M | $29.7M |
营业利润率ALAPPF
| Q1 26 | — | 19.4% | ||
| Q4 25 | — | 17.6% | ||
| Q3 25 | — | 14.1% | ||
| Q2 25 | — | 17.2% | ||
| Q1 25 | — | 15.5% | ||
| Q4 24 | — | 11.3% | ||
| Q3 24 | — | 20.7% | ||
| Q2 24 | — | 18.3% |
净利率ALAPPF
| Q1 26 | — | 16.2% | ||
| Q4 25 | 128.5% | 16.1% | ||
| Q3 25 | 329.2% | 13.5% | ||
| Q2 25 | 726.9% | 15.3% | ||
| Q1 25 | 404.5% | 14.4% | ||
| Q4 24 | 152.7% | 50.4% | ||
| Q3 24 | 160.0% | 16.0% | ||
| Q2 24 | 178.2% | 15.0% |
每股收益（稀释后）ALAPPF
| Q1 26 | — | $1.18 | ||
| Q4 25 | $1.49 | $1.10 | ||
| Q3 25 | $1.21 | $0.93 | ||
| Q2 25 | $3.33 | $0.99 | ||
| Q1 25 | $3.26 | $0.86 | ||
| Q4 24 | $0.83 | $2.79 | ||
| Q3 24 | $0.82 | $0.90 | ||
| Q2 24 | $0.81 | $0.81 |
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 | $147.4M |
| 总债务越低越好 | $19.7B | — |
| 股东权益账面价值 | $8.5B | $470.2M |
| 总资产 | $32.9B | $580.6M |
| 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ALAPPF
| Q1 26 | — | $147.4M | ||
| Q4 25 | $466.4M | $107.0M | ||
| Q3 25 | $452.2M | $76.1M | ||
| Q2 25 | $454.8M | $73.5M | ||
| Q1 25 | $456.6M | $56.9M | ||
| Q4 24 | $472.6M | $42.5M | ||
| Q3 24 | $460.8M | $62.4M | ||
| Q2 24 | $454.1M | $59.6M |
总债务ALAPPF
| Q1 26 | — | — | ||
| 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 | — |
股东权益ALAPPF
| Q1 26 | — | $470.2M | ||
| Q4 25 | $8.5B | $542.6M | ||
| Q3 25 | $8.3B | $498.9M | ||
| Q2 25 | $8.2B | $455.6M | ||
| Q1 25 | $7.9B | $462.1M | ||
| Q4 24 | $7.5B | $519.3M | ||
| Q3 24 | $7.7B | $412.8M | ||
| Q2 24 | $7.3B | $371.4M |
总资产ALAPPF
| Q1 26 | — | $580.6M | ||
| Q4 25 | $32.9B | $689.0M | ||
| Q3 25 | $33.4B | $640.5M | ||
| Q2 25 | $33.3B | $567.4M | ||
| Q1 25 | $32.4B | $564.7M | ||
| Q4 24 | $32.3B | $626.7M | ||
| Q3 24 | $32.2B | $523.3M | ||
| Q2 24 | $31.0B | $479.3M |
负债/权益比ALAPPF
| Q1 26 | — | — | ||
| 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× | — |
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 | — |
| 自由现金流率自由现金流/营收 | 242.9% | — |
| 资本支出强度资本支出/营收 | 51.1% | — |
| 现金转化率经营现金流/净利润 | 2.29× | 0.81× |
| 过去12个月自由现金流最近4个季度 | $1.5B | — |
8季度趋势，按日历期对齐
经营现金流ALAPPF
| Q1 26 | — | $34.3M | ||
| Q4 25 | $414.1M | $65.0M | ||
| Q3 25 | $458.6M | $86.0M | ||
| Q2 25 | $473.6M | $52.6M | ||
| Q1 25 | $388.3M | $38.5M | ||
| Q4 24 | $430.0M | $36.6M | ||
| Q3 24 | $461.9M | $57.8M | ||
| Q2 24 | $413.8M | $50.9M |
自由现金流ALAPPF
| Q1 26 | — | — | ||
| Q4 25 | $342.1M | $63.7M | ||
| Q3 25 | $412.3M | $84.7M | ||
| Q2 25 | $427.1M | $52.4M | ||
| Q1 25 | $315.5M | $38.2M | ||
| Q4 24 | $326.8M | $36.4M | ||
| Q3 24 | $369.8M | $57.4M | ||
| Q2 24 | $346.4M | $50.8M |
自由现金流率ALAPPF
| Q1 26 | — | — | ||
| Q4 25 | 242.9% | 25.7% | ||
| Q3 25 | 926.6% | 34.0% | ||
| Q2 25 | 806.0% | 22.2% | ||
| Q1 25 | 339.5% | 17.6% | ||
| Q4 24 | 441.8% | 17.9% | ||
| Q3 24 | 569.1% | 27.9% | ||
| Q2 24 | 599.5% | 25.8% |
资本支出强度ALAPPF
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | 0.5% | ||
| Q3 25 | 104.1% | 0.5% | ||
| Q2 25 | 87.8% | 0.1% | ||
| Q1 25 | 78.4% | 0.1% | ||
| Q4 24 | 139.6% | 0.1% | ||
| Q3 24 | 141.7% | 0.2% | ||
| Q2 24 | 116.7% | 0.0% |
现金转化率ALAPPF
| Q1 26 | — | 0.81× | ||
| Q4 25 | 2.29× | 1.63× | ||
| Q3 25 | 3.13× | 2.56× | ||
| Q2 25 | 1.23× | 1.46× | ||
| Q1 25 | 1.03× | 1.23× | ||
| Q4 24 | 3.81× | 0.36× | ||
| Q3 24 | 4.44× | 1.75× | ||
| Q2 24 | 4.02× | 1.71× |
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
APPF
| Value Added Services | $164.7M | 63% |
| Subscription Services | $58.2M | 22% |
| Other | $39.3M | 15% |
