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AIR LEASE CORP（AL）与万事达卡（MA）财务数据对比。点击上方公司名可切换其他公司
万事达卡的季度营收约是AIR LEASE CORP的62.5倍（$8.8B vs $140.8M）。AIR LEASE CORP净利率更高（128.5% vs 46.1%，领先82.4%）。AIR LEASE CORP同比增速更快（90.4% vs 17.6%）。万事达卡自由现金流更多（$4.9B vs $342.1M）。过去两年AIR LEASE CORP的营收复合增速更高（69.6% vs 17.8%）
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。
万事达卡是总部位于美国纽约帕切斯的跨国支付卡服务企业，核心业务为处理商户收单银行与持卡人发卡机构之间的支付交易，同时提供旗下品牌借记卡、信用卡、预付卡及相关配套支付服务，服务网络覆盖全球，于2006年公开上市。
AL vs MA — 直观对比
营收规模更大
MA
是对方的62.5倍
$140.8M
营收增速更快
AL
高出72.9%
17.6%
净利率更高
AL
高出82.4%
46.1%
自由现金流更多
MA
多$4.5B
$342.1M
两年增速更快
AL
近两年复合增速
17.8%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $140.8M | $8.8B |
| 净利润 | $180.9M | $4.1B |
| 毛利率 | — | — |
| 营业利润率 | — | 55.8% |
| 净利率 | 128.5% | 46.1% |
| 营收同比 | 90.4% | 17.6% |
| 净利润同比 | 60.2% | 21.5% |
| 每股收益（稀释后） | $1.49 | $4.52 |
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ALMA
| Q4 25 | $140.8M | $8.8B | ||
| Q3 25 | $44.5M | $8.6B | ||
| Q2 25 | $53.0M | $8.1B | ||
| Q1 25 | $92.9M | $7.3B | ||
| Q4 24 | $74.0M | $7.5B | ||
| Q3 24 | $65.0M | $7.4B | ||
| Q2 24 | $57.8M | $7.0B | ||
| Q1 24 | $49.0M | $6.3B |
净利润ALMA
| Q4 25 | $180.9M | $4.1B | ||
| Q3 25 | $146.5M | $3.9B | ||
| Q2 25 | $385.2M | $3.7B | ||
| Q1 25 | $375.8M | $3.3B | ||
| Q4 24 | $112.9M | $3.3B | ||
| Q3 24 | $104.0M | $3.3B | ||
| Q2 24 | $102.9M | $3.3B | ||
| Q1 24 | $107.9M | $3.0B |
营业利润率ALMA
| Q4 25 | — | 55.8% | ||
| Q3 25 | — | 58.8% | ||
| Q2 25 | — | 58.7% | ||
| Q1 25 | — | 57.2% | ||
| Q4 24 | — | 52.6% | ||
| Q3 24 | — | 54.3% | ||
| Q2 24 | — | 58.0% | ||
| Q1 24 | — | 56.8% |
净利率ALMA
| Q4 25 | 128.5% | 46.1% | ||
| Q3 25 | 329.2% | 45.7% | ||
| Q2 25 | 726.9% | 45.5% | ||
| Q1 25 | 404.5% | 45.2% | ||
| Q4 24 | 152.7% | 44.6% | ||
| Q3 24 | 160.0% | 44.3% | ||
| Q2 24 | 178.2% | 46.8% | ||
| Q1 24 | 220.2% | 47.4% |
每股收益（稀释后）ALMA
| Q4 25 | $1.49 | $4.52 | ||
| Q3 25 | $1.21 | $4.34 | ||
| Q2 25 | $3.33 | $4.07 | ||
| Q1 25 | $3.26 | $3.59 | ||
| Q4 24 | $0.83 | $3.64 | ||
| Q3 24 | $0.82 | $3.53 | ||
| Q2 24 | $0.81 | $3.50 | ||
| Q1 24 | $0.87 | $3.22 |
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 | $10.6B |
| 总债务越低越好 | $19.7B | — |
| 股东权益账面价值 | $8.5B | $7.7B |
| 总资产 | $32.9B | $54.2B |
| 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ALMA
| Q4 25 | $466.4M | $10.6B | ||
| Q3 25 | $452.2M | $10.3B | ||
| Q2 25 | $454.8M | $9.0B | ||
| Q1 25 | $456.6M | $7.6B | ||
| Q4 24 | $472.6M | $8.4B | ||
| Q3 24 | $460.8M | $11.1B | ||
| Q2 24 | $454.1M | $7.0B | ||
| Q1 24 | $554.4M | $7.3B |
总债务ALMA
| 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ALMA
| Q4 25 | $8.5B | $7.7B | ||
| Q3 25 | $8.3B | $7.9B | ||
| Q2 25 | $8.2B | $7.9B | ||
| Q1 25 | $7.9B | $6.7B | ||
| Q4 24 | $7.5B | $6.5B | ||
| Q3 24 | $7.7B | $7.4B | ||
| Q2 24 | $7.3B | $7.4B | ||
| Q1 24 | $7.2B | $7.2B |
总资产ALMA
| Q4 25 | $32.9B | $54.2B | ||
| Q3 25 | $33.4B | $53.3B | ||
| Q2 25 | $33.3B | $51.4B | ||
| Q1 25 | $32.4B | $48.5B | ||
| Q4 24 | $32.3B | $48.1B | ||
| Q3 24 | $32.2B | $47.2B | ||
| Q2 24 | $31.0B | $42.3B | ||
| Q1 24 | $30.9B | $42.6B |
负债/权益比ALMA
| 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 | $5.0B |
| 自由现金流经营现金流 - 资本支出 | $342.1M | $4.9B |
| 自由现金流率自由现金流/营收 | 242.9% | 55.5% |
| 资本支出强度资本支出/营收 | 51.1% | 1.3% |
| 现金转化率经营现金流/净利润 | 2.29× | 1.23× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $17.2B |
8季度趋势，按日历期对齐
经营现金流ALMA
| Q4 25 | $414.1M | $5.0B | ||
| Q3 25 | $458.6M | $5.7B | ||
| Q2 25 | $473.6M | $4.6B | ||
| Q1 25 | $388.3M | $2.4B | ||
| Q4 24 | $430.0M | $4.8B | ||
| Q3 24 | $461.9M | $5.1B | ||
| Q2 24 | $413.8M | $3.1B | ||
| Q1 24 | $371.3M | $1.7B |
自由现金流ALMA
| Q4 25 | $342.1M | $4.9B | ||
| Q3 25 | $412.3M | $5.5B | ||
| Q2 25 | $427.1M | $4.6B | ||
| Q1 25 | $315.5M | $2.2B | ||
| Q4 24 | $326.8M | $4.7B | ||
| Q3 24 | $369.8M | $5.0B | ||
| Q2 24 | $346.4M | $3.0B | ||
| Q1 24 | $246.8M | $1.5B |
自由现金流率ALMA
| Q4 25 | 242.9% | 55.5% | ||
| Q3 25 | 926.6% | 63.8% | ||
| Q2 25 | 806.0% | 56.1% | ||
| Q1 25 | 339.5% | 30.6% | ||
| Q4 24 | 441.8% | 63.3% | ||
| Q3 24 | 569.1% | 68.2% | ||
| Q2 24 | 599.5% | 43.4% | ||
| Q1 24 | 503.8% | 23.9% |
资本支出强度ALMA
| Q4 25 | 51.1% | 1.3% | ||
| Q3 25 | 104.1% | 2.1% | ||
| Q2 25 | 87.8% | 0.5% | ||
| Q1 25 | 78.4% | 2.2% | ||
| Q4 24 | 139.6% | 1.3% | ||
| Q3 24 | 141.7% | 1.5% | ||
| Q2 24 | 116.7% | 1.7% | ||
| Q1 24 | 254.3% | 2.5% |
现金转化率ALMA
| Q4 25 | 2.29× | 1.23× | ||
| Q3 25 | 3.13× | 1.44× | ||
| Q2 25 | 1.23× | 1.24× | ||
| Q1 25 | 1.03× | 0.73× | ||
| Q4 24 | 3.81× | 1.45× | ||
| Q3 24 | 4.44× | 1.57× | ||
| Q2 24 | 4.02× | 0.96× | ||
| Q1 24 | 3.44× | 0.56× |
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
MA
| Payment Network | $4.9B | 56% |
| Value Added Services And Solutions | $3.9B | 44% |
