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AIR LEASE CORP（AL）与8X8 INC（EGHT）财务数据对比。点击上方公司名可切换其他公司
8X8 INC的季度营收约是AIR LEASE CORP的1.3倍（$185.1M vs $140.8M），AIR LEASE CORP净利率更高（128.5% vs 2.8%，领先125.7%），AIR LEASE CORP同比增速更快（90.4% vs 3.4%），AIR LEASE CORP自由现金流更多（$342.1M vs $19.1M），过去两年AIR LEASE CORP的营收复合增速更高（69.6% vs 1.6%）
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。
8x8 Inc是源自美国的企业级云通信与客户体验软件服务商，依托云架构为企业提供统一通信、呼叫中心及通信平台即服务（CPaaS）等产品方案，公司总部位于加利福尼亚州坎贝尔，其股票在纳斯达克交易所挂牌交易。
AL vs EGHT — 直观对比
营收规模更大
EGHT
是对方的1.3倍
$140.8M
营收增速更快
AL
高出87.0%
3.4%
净利率更高
AL
高出125.7%
2.8%
自由现金流更多
AL
多$323.0M
$19.1M
两年增速更快
AL
近两年复合增速
1.6%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $140.8M | $185.1M |
| 净利润 | $180.9M | $5.1M |
| 毛利率 | — | 63.9% |
| 营业利润率 | — | 5.2% |
| 净利率 | 128.5% | 2.8% |
| 营收同比 | 90.4% | 3.4% |
| 净利润同比 | 60.2% | 68.4% |
| 每股收益（稀释后） | $1.49 | $0.04 |
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ALEGHT
| Q4 25 | $140.8M | $185.1M | ||
| Q3 25 | $44.5M | $184.1M | ||
| Q2 25 | $53.0M | $181.4M | ||
| Q1 25 | $92.9M | $177.0M | ||
| Q4 24 | $74.0M | $178.9M | ||
| Q3 24 | $65.0M | $181.0M | ||
| Q2 24 | $57.8M | $178.1M | ||
| Q1 24 | $49.0M | $179.4M |
净利润ALEGHT
| Q4 25 | $180.9M | $5.1M | ||
| Q3 25 | $146.5M | $767.0K | ||
| Q2 25 | $385.2M | $-4.3M | ||
| Q1 25 | $375.8M | $-5.4M | ||
| Q4 24 | $112.9M | $3.0M | ||
| Q3 24 | $104.0M | $-14.5M | ||
| Q2 24 | $102.9M | $-10.3M | ||
| Q1 24 | $107.9M | $-23.6M |
毛利率ALEGHT
| Q4 25 | — | 63.9% | ||
| Q3 25 | — | 64.8% | ||
| Q2 25 | — | 66.4% | ||
| Q1 25 | — | 67.8% | ||
| Q4 24 | — | 67.7% | ||
| Q3 24 | — | 68.1% | ||
| Q2 24 | — | 67.9% | ||
| Q1 24 | — | 68.2% |
营业利润率ALEGHT
| Q4 25 | — | 5.2% | ||
| Q3 25 | — | 2.9% | ||
| Q2 25 | — | 0.3% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 5.0% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | -0.8% | ||
| Q1 24 | — | -7.9% |
净利率ALEGHT
| Q4 25 | 128.5% | 2.8% | ||
| Q3 25 | 329.2% | 0.4% | ||
| Q2 25 | 726.9% | -2.4% | ||
| Q1 25 | 404.5% | -3.1% | ||
| Q4 24 | 152.7% | 1.7% | ||
| Q3 24 | 160.0% | -8.0% | ||
| Q2 24 | 178.2% | -5.8% | ||
| Q1 24 | 220.2% | -13.1% |
每股收益（稀释后）ALEGHT
| Q4 25 | $1.49 | $0.04 | ||
| Q3 25 | $1.21 | $0.01 | ||
| Q2 25 | $3.33 | $-0.03 | ||
| Q1 25 | $3.26 | $-0.04 | ||
| Q4 24 | $0.83 | $0.02 | ||
| Q3 24 | $0.82 | $-0.11 | ||
| Q2 24 | $0.81 | $-0.08 | ||
| Q1 24 | $0.87 | $-0.20 |
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 | $86.9M |
| 总债务越低越好 | $19.7B | $321.2M |
| 股东权益账面价值 | $8.5B | $142.9M |
| 总资产 | $32.9B | $661.5M |
| 负债/权益比越低杠杆越低 | 2.33× | 2.25× |
8季度趋势，按日历期对齐
现金及短期投资ALEGHT
| Q4 25 | $466.4M | $86.9M | ||
| Q3 25 | $452.2M | $75.9M | ||
| Q2 25 | $454.8M | $81.3M | ||
| Q1 25 | $456.6M | $88.0M | ||
| Q4 24 | $472.6M | $104.2M | ||
| Q3 24 | $460.8M | $117.4M | ||
| Q2 24 | $454.1M | $130.8M | ||
| Q1 24 | $554.4M | $117.3M |
总债务ALEGHT
| Q4 25 | $19.7B | $321.2M | ||
| Q3 25 | $20.2B | $325.8M | ||
| Q2 25 | $20.3B | $335.4M | ||
| Q1 25 | $19.9B | $350.0M | ||
| Q4 24 | $20.2B | $364.5M | ||
| Q3 24 | $20.2B | $396.9M | ||
| Q2 24 | $19.7B | — | ||
| Q1 24 | $19.5B | $409.7M |
股东权益ALEGHT
| Q4 25 | $8.5B | $142.9M | ||
| Q3 25 | $8.3B | $133.2M | ||
| Q2 25 | $8.2B | $128.2M | ||
| Q1 25 | $7.9B | $122.2M | ||
| Q4 24 | $7.5B | $113.0M | ||
| Q3 24 | $7.7B | $109.8M | ||
| Q2 24 | $7.3B | $104.6M | ||
| Q1 24 | $7.2B | $102.0M |
总资产ALEGHT
| Q4 25 | $32.9B | $661.5M | ||
| Q3 25 | $33.4B | $670.8M | ||
| Q2 25 | $33.3B | $684.3M | ||
| Q1 25 | $32.4B | $683.2M | ||
| Q4 24 | $32.3B | $698.2M | ||
| Q3 24 | $32.2B | $740.1M | ||
| Q2 24 | $31.0B | $755.7M | ||
| Q1 24 | $30.9B | $756.0M |
负债/权益比ALEGHT
| Q4 25 | 2.33× | 2.25× | ||
| Q3 25 | 2.42× | 2.45× | ||
| Q2 25 | 2.47× | 2.62× | ||
| Q1 25 | 2.53× | 2.86× | ||
| Q4 24 | 2.68× | 3.23× | ||
| Q3 24 | 2.63× | 3.61× | ||
| Q2 24 | 2.69× | — | ||
| Q1 24 | 2.69× | 4.02× |
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 | $20.7M |
| 自由现金流经营现金流 - 资本支出 | $342.1M | $19.1M |
| 自由现金流率自由现金流/营收 | 242.9% | 10.3% |
| 资本支出强度资本支出/营收 | 51.1% | 0.9% |
| 现金转化率经营现金流/净利润 | 2.29× | 4.07× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $43.8M |
8季度趋势，按日历期对齐
经营现金流ALEGHT
| Q4 25 | $414.1M | $20.7M | ||
| Q3 25 | $458.6M | $8.8M | ||
| Q2 25 | $473.6M | $11.9M | ||
| Q1 25 | $388.3M | $5.9M | ||
| Q4 24 | $430.0M | $27.2M | ||
| Q3 24 | $461.9M | $12.3M | ||
| Q2 24 | $413.8M | $18.1M | ||
| Q1 24 | $371.3M | $12.7M |
自由现金流ALEGHT
| Q4 25 | $342.1M | $19.1M | ||
| Q3 25 | $412.3M | $7.7M | ||
| Q2 25 | $427.1M | $11.5M | ||
| Q1 25 | $315.5M | $5.5M | ||
| Q4 24 | $326.8M | $26.8M | ||
| Q3 24 | $369.8M | $11.1M | ||
| Q2 24 | $346.4M | $17.8M | ||
| Q1 24 | $246.8M | $12.3M |
自由现金流率ALEGHT
| Q4 25 | 242.9% | 10.3% | ||
| Q3 25 | 926.6% | 4.2% | ||
| Q2 25 | 806.0% | 6.3% | ||
| Q1 25 | 339.5% | 3.1% | ||
| Q4 24 | 441.8% | 15.0% | ||
| Q3 24 | 569.1% | 6.1% | ||
| Q2 24 | 599.5% | 10.0% | ||
| Q1 24 | 503.8% | 6.9% |
资本支出强度ALEGHT
| Q4 25 | 51.1% | 0.9% | ||
| Q3 25 | 104.1% | 0.6% | ||
| Q2 25 | 87.8% | 0.2% | ||
| Q1 25 | 78.4% | 0.2% | ||
| Q4 24 | 139.6% | 0.3% | ||
| Q3 24 | 141.7% | 0.7% | ||
| Q2 24 | 116.7% | 0.2% | ||
| Q1 24 | 254.3% | 0.2% |
现金转化率ALEGHT
| Q4 25 | 2.29× | 4.07× | ||
| Q3 25 | 3.13× | 11.52× | ||
| Q2 25 | 1.23× | — | ||
| Q1 25 | 1.03× | — | ||
| Q4 24 | 3.81× | 9.01× | ||
| 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
EGHT
| Services | $179.7M | 97% |
| Other | $5.4M | 3% |
