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AIR LEASE CORP（AL）与3M（MMM）财务数据对比。点击上方公司名可切换其他公司
3M的季度营收约是AIR LEASE CORP的42.8倍（$6.0B vs $140.8M）。AIR LEASE CORP净利率更高（128.5% vs 10.8%，领先117.6%）。AIR LEASE CORP同比增速更快（90.4% vs 1.3%）。3M自由现金流更多（$2.0B vs $342.1M）。过去两年AIR LEASE CORP的营收复合增速更高（69.6% vs -1.8%）
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。
3M是美国知名跨国综合企业，业务覆盖工业、劳动者安全防护、消费品等多个领域，总部位于圣保罗郊区的枫木市。公司现有超6万款产品，涵盖胶粘剂、研磨材料、防火防护产品、个人防护装备、窗膜、车漆保护膜、电子连接绝缘材料、汽车养护产品、光学膜等品类。
AL vs MMM — 直观对比
营收规模更大
MMM
是对方的42.8倍
$140.8M
营收增速更快
AL
高出89.1%
1.3%
净利率更高
AL
高出117.6%
10.8%
自由现金流更多
MMM
多$1.7B
$342.1M
两年增速更快
AL
近两年复合增速
-1.8%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $140.8M | $6.0B |
| 净利润 | $180.9M | $653.0M |
| 毛利率 | — | 40.7% |
| 营业利润率 | — | 23.2% |
| 净利率 | 128.5% | 10.8% |
| 营收同比 | 90.4% | 1.3% |
| 净利润同比 | 60.2% | -41.5% |
| 每股收益（稀释后） | $1.49 | $1.23 |
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ALMMM
| Q1 26 | — | $6.0B | ||
| Q4 25 | $140.8M | $6.1B | ||
| Q3 25 | $44.5M | $6.5B | ||
| Q2 25 | $53.0M | $6.3B | ||
| Q1 25 | $92.9M | $6.0B | ||
| Q4 24 | $74.0M | $6.0B | ||
| Q3 24 | $65.0M | $6.3B | ||
| Q2 24 | $57.8M | $6.3B |
净利润ALMMM
| Q1 26 | — | $653.0M | ||
| Q4 25 | $180.9M | $577.0M | ||
| Q3 25 | $146.5M | $834.0M | ||
| Q2 25 | $385.2M | $723.0M | ||
| Q1 25 | $375.8M | $1.1B | ||
| Q4 24 | $112.9M | $728.0M | ||
| Q3 24 | $104.0M | $1.4B | ||
| Q2 24 | $102.9M | $1.1B |
毛利率ALMMM
| Q1 26 | — | 40.7% | ||
| Q4 25 | — | 33.6% | ||
| Q3 25 | — | 41.8% | ||
| Q2 25 | — | 42.5% | ||
| Q1 25 | — | 41.6% | ||
| Q4 24 | — | 51.7% | ||
| Q3 24 | — | 42.1% | ||
| Q2 24 | — | 42.9% |
营业利润率ALMMM
| Q1 26 | — | 23.2% | ||
| Q4 25 | — | 13.0% | ||
| Q3 25 | — | 22.2% | ||
| Q2 25 | — | 18.0% | ||
| Q1 25 | — | 20.9% | ||
| Q4 24 | — | 12.2% | ||
| Q3 24 | — | 20.9% | ||
| Q2 24 | — | 20.3% |
净利率ALMMM
| Q1 26 | — | 10.8% | ||
| Q4 25 | 128.5% | 9.4% | ||
| Q3 25 | 329.2% | 12.8% | ||
| Q2 25 | 726.9% | 11.4% | ||
| Q1 25 | 404.5% | 18.7% | ||
| Q4 24 | 152.7% | 12.1% | ||
| Q3 24 | 160.0% | 21.8% | ||
| Q2 24 | 178.2% | 18.3% |
每股收益（稀释后）ALMMM
| Q1 26 | — | $1.23 | ||
| Q4 25 | $1.49 | $1.07 | ||
| Q3 25 | $1.21 | $1.55 | ||
| Q2 25 | $3.33 | $1.34 | ||
| Q1 25 | $3.26 | $2.04 | ||
| Q4 24 | $0.83 | $1.33 | ||
| Q3 24 | $0.82 | $2.48 | ||
| Q2 24 | $0.81 | $2.07 |
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 | $3.7B |
| 总债务越低越好 | $19.7B | $10.9B |
| 股东权益账面价值 | $8.5B | $3.3B |
| 总资产 | $32.9B | $35.4B |
| 负债/权益比越低杠杆越低 | 2.33× | 3.29× |
8季度趋势，按日历期对齐
现金及短期投资ALMMM
| Q1 26 | — | $3.7B | ||
| Q4 25 | $466.4M | — | ||
| Q3 25 | $452.2M | — | ||
| Q2 25 | $454.8M | — | ||
| Q1 25 | $456.6M | — | ||
| Q4 24 | $472.6M | — | ||
| Q3 24 | $460.8M | — | ||
| Q2 24 | $454.1M | — |
总债务ALMMM
| Q1 26 | — | $10.9B | ||
| Q4 25 | $19.7B | $12.6B | ||
| Q3 25 | $20.2B | $12.6B | ||
| Q2 25 | $20.3B | $13.1B | ||
| Q1 25 | $19.9B | $13.5B | ||
| Q4 24 | $20.2B | $13.0B | ||
| Q3 24 | $20.2B | $13.2B | ||
| Q2 24 | $19.7B | $13.1B |
股东权益ALMMM
| Q1 26 | — | $3.3B | ||
| Q4 25 | $8.5B | $4.7B | ||
| Q3 25 | $8.3B | $4.6B | ||
| Q2 25 | $8.2B | $4.3B | ||
| Q1 25 | $7.9B | $4.5B | ||
| Q4 24 | $7.5B | $3.8B | ||
| Q3 24 | $7.7B | $4.6B | ||
| Q2 24 | $7.3B | $3.9B |
总资产ALMMM
| Q1 26 | — | $35.4B | ||
| Q4 25 | $32.9B | $37.7B | ||
| Q3 25 | $33.4B | $37.6B | ||
| Q2 25 | $33.3B | $38.0B | ||
| Q1 25 | $32.4B | $40.0B | ||
| Q4 24 | $32.3B | $39.9B | ||
| Q3 24 | $32.2B | $40.9B | ||
| Q2 24 | $31.0B | $43.4B |
负债/权益比ALMMM
| Q1 26 | — | 3.29× | ||
| Q4 25 | 2.33× | 2.68× | ||
| Q3 25 | 2.42× | 2.72× | ||
| Q2 25 | 2.47× | 3.06× | ||
| Q1 25 | 2.53× | 3.02× | ||
| Q4 24 | 2.68× | 3.40× | ||
| Q3 24 | 2.63× | 2.84× | ||
| Q2 24 | 2.69× | 3.34× |
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 | $2.0B |
| 自由现金流率自由现金流/营收 | 242.9% | 33.6% |
| 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 | $3.7B |
8季度趋势，按日历期对齐
经营现金流ALMMM
| Q1 26 | — | — | ||
| Q4 25 | $414.1M | $1.6B | ||
| Q3 25 | $458.6M | $1.8B | ||
| Q2 25 | $473.6M | $-954.0M | ||
| Q1 25 | $388.3M | $-79.0M | ||
| Q4 24 | $430.0M | $1.8B | ||
| Q3 24 | $461.9M | $-1.8B | ||
| Q2 24 | $413.8M | $1.0B |
自由现金流ALMMM
| Q1 26 | — | $2.0B | ||
| Q4 25 | $342.1M | $1.3B | ||
| Q3 25 | $412.3M | $1.5B | ||
| Q2 25 | $427.1M | $-1.2B | ||
| Q1 25 | $315.5M | $-315.0M | ||
| Q4 24 | $326.8M | $1.5B | ||
| Q3 24 | $369.8M | $-2.0B | ||
| Q2 24 | $346.4M | $752.0M |
自由现金流率ALMMM
| Q1 26 | — | 33.6% | ||
| Q4 25 | 242.9% | 21.8% | ||
| Q3 25 | 926.6% | 23.6% | ||
| Q2 25 | 806.0% | -18.3% | ||
| Q1 25 | 339.5% | -5.3% | ||
| Q4 24 | 441.8% | 25.4% | ||
| Q3 24 | 569.1% | -32.3% | ||
| Q2 24 | 599.5% | 12.0% |
资本支出强度ALMMM
| Q1 26 | — | — | ||
| Q4 25 | 51.1% | 4.0% | ||
| Q3 25 | 104.1% | 3.3% | ||
| Q2 25 | 87.8% | 3.3% | ||
| Q1 25 | 78.4% | 4.0% | ||
| Q4 24 | 139.6% | 4.8% | ||
| Q3 24 | 141.7% | 3.9% | ||
| Q2 24 | 116.7% | 4.3% |
现金转化率ALMMM
| Q1 26 | — | — | ||
| Q4 25 | 2.29× | 2.74× | ||
| Q3 25 | 3.13× | 2.11× | ||
| Q2 25 | 1.23× | -1.32× | ||
| Q1 25 | 1.03× | -0.07× | ||
| Q4 24 | 3.81× | 2.50× | ||
| Q3 24 | 4.44× | -1.30× | ||
| Q2 24 | 4.02× | 0.89× |
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
MMM
| Safety and Industrial business segment | $2.9B | 49% |
| Transportation and Electronics business segment | $1.8B | 31% |
| Consumer business segment | $1.1B | 19% |
| Corporate | $121.0M | 2% |
