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AIR LEASE CORP（AL）与Core Scientific, Inc.（CORZ）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Core Scientific, Inc.的1.8倍（$140.8M vs $79.8M），Core Scientific, Inc.净利率更高（268.5% vs 128.5%，领先140.0%），AIR LEASE CORP同比增速更快（90.4% vs -16.0%），AIR LEASE CORP自由现金流更多（$342.1M vs $-450.8M），过去两年AIR LEASE CORP的营收复合增速更高（69.6% vs -33.3%）
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。
Core Scientific是全球领先的数字资产与高性能计算基础设施服务商，在北美多地运营高能效大型数据中心，主营加密货币挖矿业务，同时为区块链、人工智能领域客户提供托管及定制化算力解决方案。
AL vs CORZ — 直观对比
营收规模更大
AL
是对方的1.8倍
$79.8M
营收增速更快
AL
高出106.4%
-16.0%
净利率更高
CORZ
高出140.0%
128.5%
自由现金流更多
AL
多$792.9M
$-450.8M
两年增速更快
AL
近两年复合增速
-33.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $140.8M | $79.8M |
| 净利润 | $180.9M | $214.2M |
| 毛利率 | — | 26.0% |
| 营业利润率 | — | -149.5% |
| 净利率 | 128.5% | 268.5% |
| 营收同比 | 90.4% | -16.0% |
| 净利润同比 | 60.2% | 180.6% |
| 每股收益（稀释后） | $1.49 | $-1.63 |
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ALCORZ
| Q4 25 | $140.8M | $79.8M | ||
| Q3 25 | $44.5M | $81.1M | ||
| Q2 25 | $53.0M | $78.6M | ||
| Q1 25 | $92.9M | $79.5M | ||
| Q4 24 | $74.0M | $94.9M | ||
| Q3 24 | $65.0M | $95.4M | ||
| Q2 24 | $57.8M | $141.1M | ||
| Q1 24 | $49.0M | $179.3M |
净利润ALCORZ
| Q4 25 | $180.9M | $214.2M | ||
| Q3 25 | $146.5M | $-144.0M | ||
| Q2 25 | $385.2M | $-936.8M | ||
| Q1 25 | $375.8M | $576.3M | ||
| Q4 24 | $112.9M | $-265.5M | ||
| Q3 24 | $104.0M | $-455.3M | ||
| Q2 24 | $102.9M | $-902.2M | ||
| Q1 24 | $107.9M | $210.7M |
毛利率ALCORZ
| Q4 25 | — | 26.0% | ||
| Q3 25 | — | 4.8% | ||
| Q2 25 | — | 6.4% | ||
| Q1 25 | — | 10.3% | ||
| Q4 24 | — | 5.0% | ||
| Q3 24 | — | -0.2% | ||
| Q2 24 | — | 27.5% | ||
| Q1 24 | — | 43.3% |
营业利润率ALCORZ
| Q4 25 | — | -149.5% | ||
| Q3 25 | — | -67.6% | ||
| Q2 25 | — | -33.4% | ||
| Q1 25 | — | -59.1% | ||
| Q4 24 | — | -41.9% | ||
| Q3 24 | — | -43.2% | ||
| Q2 24 | — | -64.3% | ||
| Q1 24 | — | 30.8% |
净利率ALCORZ
| Q4 25 | 128.5% | 268.5% | ||
| Q3 25 | 329.2% | -177.6% | ||
| Q2 25 | 726.9% | -1191.4% | ||
| Q1 25 | 404.5% | 724.6% | ||
| Q4 24 | 152.7% | -279.7% | ||
| Q3 24 | 160.0% | -477.4% | ||
| Q2 24 | 178.2% | -639.4% | ||
| Q1 24 | 220.2% | 117.5% |
每股收益（稀释后）ALCORZ
| Q4 25 | $1.49 | $-1.63 | ||
| Q3 25 | $1.21 | $-0.45 | ||
| Q2 25 | $3.33 | $-0.04 | ||
| Q1 25 | $3.26 | $1.24 | ||
| Q4 24 | $0.83 | $0.51 | ||
| Q3 24 | $0.82 | $-1.17 | ||
| Q2 24 | $0.81 | $-5.05 | ||
| Q1 24 | $0.87 | $0.78 |
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 | $311.4M |
| 总债务越低越好 | $19.7B | — |
| 股东权益账面价值 | $8.5B | $-962.7M |
| 总资产 | $32.9B | $2.3B |
| 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ALCORZ
| Q4 25 | $466.4M | $311.4M | ||
| Q3 25 | $452.2M | $453.4M | ||
| Q2 25 | $454.8M | $581.3M | ||
| Q1 25 | $456.6M | $697.9M | ||
| Q4 24 | $472.6M | $836.2M | ||
| Q3 24 | $460.8M | $253.0M | ||
| Q2 24 | $454.1M | $96.1M | ||
| Q1 24 | $554.4M | $98.1M |
总债务ALCORZ
| 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ALCORZ
| Q4 25 | $8.5B | $-962.7M | ||
| Q3 25 | $8.3B | $-1.3B | ||
| Q2 25 | $8.2B | $-1.2B | ||
| Q1 25 | $7.9B | $-308.8M | ||
| Q4 24 | $7.5B | $-943.0M | ||
| Q3 24 | $7.7B | $-826.7M | ||
| Q2 24 | $7.3B | $-1.2B | ||
| Q1 24 | $7.2B | $-318.5M |
总资产ALCORZ
| Q4 25 | $32.9B | $2.3B | ||
| Q3 25 | $33.4B | $2.2B | ||
| Q2 25 | $33.3B | $1.9B | ||
| Q1 25 | $32.4B | $1.5B | ||
| Q4 24 | $32.3B | $1.5B | ||
| Q3 24 | $32.2B | $824.6M | ||
| Q2 24 | $31.0B | $664.2M | ||
| Q1 24 | $30.9B | $814.0M |
负债/权益比ALCORZ
| 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 | $278.3M |
| 自由现金流经营现金流 - 资本支出 | $342.1M | $-450.8M |
| 自由现金流率自由现金流/营收 | 242.9% | -565.1% |
| 资本支出强度资本支出/营收 | 51.1% | 914.0% |
| 现金转化率经营现金流/净利润 | 2.29× | 1.30× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $-779.8M |
8季度趋势，按日历期对齐
经营现金流ALCORZ
| Q4 25 | $414.1M | $278.3M | ||
| Q3 25 | $458.6M | $131.8M | ||
| Q2 25 | $473.6M | $34.0M | ||
| Q1 25 | $388.3M | $-45.0M | ||
| Q4 24 | $430.0M | $42.9M | ||
| Q3 24 | $461.9M | $5.7M | ||
| Q2 24 | $413.8M | $1.2M | ||
| Q1 24 | $371.3M | $22.2M |
自由现金流ALCORZ
| Q4 25 | $342.1M | $-450.8M | ||
| Q3 25 | $412.3M | $-112.7M | ||
| Q2 25 | $427.1M | $-87.3M | ||
| Q1 25 | $315.5M | $-129.0M | ||
| Q4 24 | $326.8M | $-52.1M | ||
| Q3 24 | $369.8M | $-25.5M | ||
| Q2 24 | $346.4M | $-1.9M | ||
| Q1 24 | $246.8M | $-9.7M |
自由现金流率ALCORZ
| Q4 25 | 242.9% | -565.1% | ||
| Q3 25 | 926.6% | -139.0% | ||
| Q2 25 | 806.0% | -111.0% | ||
| Q1 25 | 339.5% | -162.2% | ||
| Q4 24 | 441.8% | -54.8% | ||
| Q3 24 | 569.1% | -26.7% | ||
| Q2 24 | 599.5% | -1.4% | ||
| Q1 24 | 503.8% | -5.4% |
资本支出强度ALCORZ
| Q4 25 | 51.1% | 914.0% | ||
| Q3 25 | 104.1% | 301.5% | ||
| Q2 25 | 87.8% | 154.2% | ||
| Q1 25 | 78.4% | 105.6% | ||
| Q4 24 | 139.6% | 100.0% | ||
| Q3 24 | 141.7% | 32.7% | ||
| Q2 24 | 116.7% | 2.2% | ||
| Q1 24 | 254.3% | 17.8% |
现金转化率ALCORZ
| Q4 25 | 2.29× | 1.30× | ||
| Q3 25 | 3.13× | — | ||
| Q2 25 | 1.23× | — | ||
| Q1 25 | 1.03× | -0.08× | ||
| Q4 24 | 3.81× | — | ||
| Q3 24 | 4.44× | — | ||
| Q2 24 | 4.02× | — | ||
| Q1 24 | 3.44× | 0.11× |
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
CORZ
| Other | $36.3M | 46% |
| Digital Asset Self Mining Service | $31.8M | 40% |
| Colocation Service | $11.6M | 15% |
