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AIR LEASE CORP（AL）与JBG SMITH Properties（JBGS）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JBG SMITH Properties的1.1倍（$140.8M vs $127.6M），AIR LEASE CORP净利率更高（128.5% vs -18.1%，领先146.5%），AIR LEASE CORP同比增速更快（90.4% vs 5.7%），过去两年AIR LEASE CORP的营收复合增速更高（69.6% vs -2.9%）
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。
JBG SMITH Properties是一家总部位于马里兰州贝塞斯达的上市房地产投资信托公司，专注于持有并运营房地产资产，是美国商业地产领域的专业运营机构，面向市场提供多元化的不动产投资与管理服务。
AL vs JBGS — 直观对比
营收规模更大
AL
是对方的1.1倍
$127.6M
营收增速更快
AL
高出84.7%
5.7%
净利率更高
AL
高出146.5%
-18.1%
两年增速更快
AL
近两年复合增速
-2.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $140.8M | $127.6M |
| 净利润 | $180.9M | $-23.0M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | 128.5% | -18.1% |
| 营收同比 | 90.4% | 5.7% |
| 净利润同比 | 60.2% | 57.1% |
| 每股收益（稀释后） | $1.49 | $-0.32 |
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ALJBGS
| Q1 26 | — | $127.6M | ||
| Q4 25 | $140.8M | $127.6M | ||
| Q3 25 | $44.5M | $123.9M | ||
| Q2 25 | $53.0M | $126.5M | ||
| Q1 25 | $92.9M | $120.7M | ||
| Q4 24 | $74.0M | $130.8M | ||
| Q3 24 | $65.0M | $136.0M | ||
| Q2 24 | $57.8M | $135.3M |
净利润ALJBGS
| Q1 26 | — | $-23.0M | ||
| Q4 25 | $180.9M | $-45.5M | ||
| Q3 25 | $146.5M | $-28.6M | ||
| Q2 25 | $385.2M | $-19.2M | ||
| Q1 25 | $375.8M | $-45.7M | ||
| Q4 24 | $112.9M | $-59.9M | ||
| Q3 24 | $104.0M | $-27.0M | ||
| Q2 24 | $102.9M | $-24.4M |
营业利润率ALJBGS
| Q1 26 | — | — | ||
| Q4 25 | — | -47.5% | ||
| Q3 25 | — | -27.5% | ||
| Q2 25 | — | -18.4% | ||
| Q1 25 | — | -44.7% | ||
| Q4 24 | — | -53.6% | ||
| Q3 24 | — | -22.4% | ||
| Q2 24 | — | -24.3% |
净利率ALJBGS
| Q1 26 | — | -18.1% | ||
| Q4 25 | 128.5% | -35.7% | ||
| Q3 25 | 329.2% | -23.1% | ||
| Q2 25 | 726.9% | -15.2% | ||
| Q1 25 | 404.5% | -37.9% | ||
| Q4 24 | 152.7% | -45.8% | ||
| Q3 24 | 160.0% | -19.8% | ||
| Q2 24 | 178.2% | -18.0% |
每股收益（稀释后）ALJBGS
| Q1 26 | — | $-0.32 | ||
| Q4 25 | $1.49 | $-0.76 | ||
| Q3 25 | $1.21 | $-0.48 | ||
| Q2 25 | $3.33 | $-0.29 | ||
| Q1 25 | $3.26 | $-0.56 | ||
| Q4 24 | $0.83 | $-0.70 | ||
| Q3 24 | $0.82 | $-0.32 | ||
| Q2 24 | $0.81 | $-0.27 |
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 | — |
| 总债务越低越好 | $19.7B | — |
| 股东权益账面价值 | $8.5B | — |
| 总资产 | $32.9B | $4.3B |
| 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ALJBGS
| Q1 26 | — | — | ||
| Q4 25 | $466.4M | $75.3M | ||
| Q3 25 | $452.2M | $64.4M | ||
| Q2 25 | $454.8M | $61.4M | ||
| Q1 25 | $456.6M | $81.3M | ||
| Q4 24 | $472.6M | $145.8M | ||
| Q3 24 | $460.8M | $137.0M | ||
| Q2 24 | $454.1M | $163.5M |
总债务ALJBGS
| 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ALJBGS
| Q1 26 | — | — | ||
| Q4 25 | $8.5B | $1.2B | ||
| Q3 25 | $8.3B | $1.2B | ||
| Q2 25 | $8.2B | $1.3B | ||
| Q1 25 | $7.9B | $1.6B | ||
| Q4 24 | $7.5B | $1.8B | ||
| Q3 24 | $7.7B | $1.9B | ||
| Q2 24 | $7.3B | $2.0B |
总资产ALJBGS
| Q1 26 | — | $4.3B | ||
| Q4 25 | $32.9B | $4.4B | ||
| Q3 25 | $33.4B | $4.4B | ||
| Q2 25 | $33.3B | $4.5B | ||
| Q1 25 | $32.4B | $4.7B | ||
| Q4 24 | $32.3B | $5.0B | ||
| Q3 24 | $32.2B | $5.2B | ||
| Q2 24 | $31.0B | $5.3B |
负债/权益比ALJBGS
| 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 | — |
| 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× | — |
| 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ALJBGS
| Q1 26 | — | — | ||
| Q4 25 | $414.1M | $73.3M | ||
| Q3 25 | $458.6M | $8.9M | ||
| Q2 25 | $473.6M | $18.8M | ||
| Q1 25 | $388.3M | $12.9M | ||
| Q4 24 | $430.0M | $129.4M | ||
| Q3 24 | $461.9M | $26.4M | ||
| Q2 24 | $413.8M | $23.8M |
自由现金流ALJBGS
| Q1 26 | — | — | ||
| Q4 25 | $342.1M | — | ||
| Q3 25 | $412.3M | — | ||
| Q2 25 | $427.1M | — | ||
| Q1 25 | $315.5M | — | ||
| Q4 24 | $326.8M | — | ||
| Q3 24 | $369.8M | — | ||
| Q2 24 | $346.4M | — |
自由现金流率ALJBGS
| Q1 26 | — | — | ||
| Q4 25 | 242.9% | — | ||
| Q3 25 | 926.6% | — | ||
| Q2 25 | 806.0% | — | ||
| Q1 25 | 339.5% | — | ||
| Q4 24 | 441.8% | — | ||
| Q3 24 | 569.1% | — | ||
| Q2 24 | 599.5% | — |
资本支出强度ALJBGS
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | — | ||
| Q3 25 | 104.1% | — | ||
| Q2 25 | 87.8% | — | ||
| Q1 25 | 78.4% | — | ||
| Q4 24 | 139.6% | — | ||
| Q3 24 | 141.7% | — | ||
| Q2 24 | 116.7% | — |
现金转化率ALJBGS
| Q1 26 | — | — | ||
| 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× | — |
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
JBGS
| Property rental | $105.9M | 83% |
| Third-party real estate services, including reimbursements | $17.2M | 13% |
| Other revenue | $4.5M | 4% |
