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AIR LEASE CORP（AL）与AerSale Corp（ASLE）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AerSale Corp的1.5倍（$140.8M vs $90.9M），AIR LEASE CORP净利率更高（128.5% vs 5.9%，领先122.5%），AIR LEASE CORP同比增速更快（90.4% vs -4.0%），AIR LEASE CORP自由现金流更多（$342.1M vs $9.8M），过去两年AIR LEASE CORP的营收复合增速更高（69.6% vs 0.2%）
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。
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。
AL vs ASLE — 直观对比
营收规模更大
AL
是对方的1.5倍
$90.9M
营收增速更快
AL
高出94.5%
-4.0%
净利率更高
AL
高出122.5%
5.9%
自由现金流更多
AL
多$332.4M
$9.8M
两年增速更快
AL
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $140.8M | $90.9M |
| 净利润 | $180.9M | $5.4M |
| 毛利率 | — | 34.1% |
| 营业利润率 | — | 7.8% |
| 净利率 | 128.5% | 5.9% |
| 营收同比 | 90.4% | -4.0% |
| 净利润同比 | 60.2% | 99.7% |
| 每股收益（稀释后） | $1.49 | $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
营收ALASLE
| Q4 25 | $140.8M | $90.9M | ||
| Q3 25 | $44.5M | $71.2M | ||
| Q2 25 | $53.0M | $107.4M | ||
| Q1 25 | $92.9M | $65.8M | ||
| Q4 24 | $74.0M | $94.7M | ||
| Q3 24 | $65.0M | $82.7M | ||
| Q2 24 | $57.8M | $77.1M | ||
| Q1 24 | $49.0M | $90.5M |
净利润ALASLE
| Q4 25 | $180.9M | $5.4M | ||
| Q3 25 | $146.5M | $-120.0K | ||
| Q2 25 | $385.2M | $8.6M | ||
| Q1 25 | $375.8M | $-5.3M | ||
| Q4 24 | $112.9M | $2.7M | ||
| Q3 24 | $104.0M | $509.0K | ||
| Q2 24 | $102.9M | $-3.6M | ||
| Q1 24 | $107.9M | $6.3M |
毛利率ALASLE
| Q4 25 | — | 34.1% | ||
| Q3 25 | — | 30.2% | ||
| Q2 25 | — | 32.9% | ||
| Q1 25 | — | 27.3% | ||
| Q4 24 | — | 31.4% | ||
| Q3 24 | — | 28.6% | ||
| Q2 24 | — | 28.2% | ||
| Q1 24 | — | 31.8% |
营业利润率ALASLE
| Q4 25 | — | 7.8% | ||
| Q3 25 | — | 4.0% | ||
| Q2 25 | — | 11.7% | ||
| Q1 25 | — | -10.1% | ||
| Q4 24 | — | 5.2% | ||
| Q3 24 | — | 2.4% | ||
| Q2 24 | — | -2.4% | ||
| Q1 24 | — | 5.2% |
净利率ALASLE
| Q4 25 | 128.5% | 5.9% | ||
| Q3 25 | 329.2% | -0.2% | ||
| Q2 25 | 726.9% | 8.0% | ||
| Q1 25 | 404.5% | -8.0% | ||
| Q4 24 | 152.7% | 2.9% | ||
| Q3 24 | 160.0% | 0.6% | ||
| Q2 24 | 178.2% | -4.7% | ||
| Q1 24 | 220.2% | 6.9% |
每股收益（稀释后）ALASLE
| Q4 25 | $1.49 | $0.10 | ||
| Q3 25 | $1.21 | $0.00 | ||
| Q2 25 | $3.33 | $0.18 | ||
| Q1 25 | $3.26 | $-0.10 | ||
| Q4 24 | $0.83 | $0.05 | ||
| Q3 24 | $0.82 | $0.01 | ||
| Q2 24 | $0.81 | $-0.07 | ||
| Q1 24 | $0.87 | $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 | $466.4M | $4.4M |
| 总债务越低越好 | $19.7B | $1.3M |
| 股东权益账面价值 | $8.5B | $424.4M |
| 总资产 | $32.9B | $640.5M |
| 负债/权益比越低杠杆越低 | 2.33× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资ALASLE
| Q4 25 | $466.4M | $4.4M | ||
| Q3 25 | $452.2M | $5.3M | ||
| Q2 25 | $454.8M | $5.7M | ||
| Q1 25 | $456.6M | $4.7M | ||
| Q4 24 | $472.6M | $4.7M | ||
| Q3 24 | $460.8M | $9.8M | ||
| Q2 24 | $454.1M | $4.3M | ||
| Q1 24 | $554.4M | $2.6M |
总债务ALASLE
| Q4 25 | $19.7B | $1.3M | ||
| Q3 25 | $20.2B | $1.5M | ||
| Q2 25 | $20.3B | $907.0K | ||
| Q1 25 | $19.9B | $1.1M | ||
| Q4 24 | $20.2B | $1.2M | ||
| Q3 24 | $20.2B | $376.0K | ||
| Q2 24 | $19.7B | $522.0K | ||
| Q1 24 | $19.5B | $3.5M |
股东权益ALASLE
| Q4 25 | $8.5B | $424.4M | ||
| Q3 25 | $8.3B | $417.1M | ||
| Q2 25 | $8.2B | $415.9M | ||
| Q1 25 | $7.9B | $406.5M | ||
| Q4 24 | $7.5B | $455.6M | ||
| Q3 24 | $7.7B | $451.5M | ||
| Q2 24 | $7.3B | $449.8M | ||
| Q1 24 | $7.2B | $452.0M |
总资产ALASLE
| Q4 25 | $32.9B | $640.5M | ||
| Q3 25 | $33.4B | $646.3M | ||
| Q2 25 | $33.3B | $646.7M | ||
| Q1 25 | $32.4B | $646.1M | ||
| Q4 24 | $32.3B | $604.7M | ||
| Q3 24 | $32.2B | $601.5M | ||
| Q2 24 | $31.0B | $598.7M | ||
| Q1 24 | $30.9B | $571.7M |
负债/权益比ALASLE
| Q4 25 | 2.33× | 0.00× | ||
| Q3 25 | 2.42× | 0.00× | ||
| Q2 25 | 2.47× | 0.00× | ||
| Q1 25 | 2.53× | 0.00× | ||
| Q4 24 | 2.68× | 0.00× | ||
| Q3 24 | 2.63× | 0.00× | ||
| Q2 24 | 2.69× | 0.00× | ||
| Q1 24 | 2.69× | 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 | $414.1M | $11.4M |
| 自由现金流经营现金流 - 资本支出 | $342.1M | $9.8M |
| 自由现金流率自由现金流/营收 | 242.9% | 10.8% |
| 资本支出强度资本支出/营收 | 51.1% | 1.7% |
| 现金转化率经营现金流/净利润 | 2.29× | 2.11× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $-29.1M |
8季度趋势，按日历期对齐
经营现金流ALASLE
| Q4 25 | $414.1M | $11.4M | ||
| Q3 25 | $458.6M | $-8.9M | ||
| Q2 25 | $473.6M | $19.8M | ||
| Q1 25 | $388.3M | $-45.2M | ||
| Q4 24 | $430.0M | $37.5M | ||
| Q3 24 | $461.9M | $10.4M | ||
| Q2 24 | $413.8M | $-15.3M | ||
| Q1 24 | $371.3M | $-21.5M |
自由现金流ALASLE
| Q4 25 | $342.1M | $9.8M | ||
| Q3 25 | $412.3M | $-9.8M | ||
| Q2 25 | $427.1M | $18.6M | ||
| Q1 25 | $315.5M | $-47.6M | ||
| Q4 24 | $326.8M | $32.3M | ||
| Q3 24 | $369.8M | $8.9M | ||
| Q2 24 | $346.4M | $-18.9M | ||
| Q1 24 | $246.8M | $-25.0M |
自由现金流率ALASLE
| Q4 25 | 242.9% | 10.8% | ||
| Q3 25 | 926.6% | -13.8% | ||
| Q2 25 | 806.0% | 17.3% | ||
| Q1 25 | 339.5% | -72.4% | ||
| Q4 24 | 441.8% | 34.0% | ||
| Q3 24 | 569.1% | 10.7% | ||
| Q2 24 | 599.5% | -24.6% | ||
| Q1 24 | 503.8% | -27.7% |
资本支出强度ALASLE
| Q4 25 | 51.1% | 1.7% | ||
| Q3 25 | 104.1% | 1.3% | ||
| Q2 25 | 87.8% | 1.1% | ||
| Q1 25 | 78.4% | 3.7% | ||
| Q4 24 | 139.6% | 5.6% | ||
| Q3 24 | 141.7% | 1.9% | ||
| Q2 24 | 116.7% | 4.7% | ||
| Q1 24 | 254.3% | 3.9% |
现金转化率ALASLE
| Q4 25 | 2.29× | 2.11× | ||
| Q3 25 | 3.13× | — | ||
| Q2 25 | 1.23× | 2.31× | ||
| Q1 25 | 1.03× | — | ||
| Q4 24 | 3.81× | 13.89× | ||
| Q3 24 | 4.44× | 20.52× | ||
| Q2 24 | 4.02× | — | ||
| Q1 24 | 3.44× | -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
AL
暂无分部数据
ASLE
| Products | $57.8M | 64% |
| Maintenance | $23.2M | 26% |
| Leasing Arrangements | $9.9M | 11% |
