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AIR LEASE CORP（AL）与PUMA BIOTECHNOLOGY, INC.（PBYI）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PUMA BIOTECHNOLOGY, INC.的1.9倍（$140.8M vs $75.5M），AIR LEASE CORP同比增速更快（90.4% vs 27.7%），AIR LEASE CORP自由现金流更多（$342.1M vs $14.4M），过去两年AIR LEASE CORP的营收复合增速更高（69.6% vs 31.3%）
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。
彪马生物技术是一家公开上市的生物制药企业，总部位于美国加利福尼亚州洛杉矶，专注于创新药物研发相关业务，在生物制药领域开展研发与商业化运营。
AL vs PBYI — 直观对比
营收规模更大
AL
是对方的1.9倍
$75.5M
营收增速更快
AL
高出62.7%
27.7%
自由现金流更多
AL
多$327.7M
$14.4M
两年增速更快
AL
近两年复合增速
31.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $140.8M | $75.5M |
| 净利润 | $180.9M | — |
| 毛利率 | — | 69.3% |
| 营业利润率 | — | 22.7% |
| 净利率 | 128.5% | — |
| 营收同比 | 90.4% | 27.7% |
| 净利润同比 | 60.2% | — |
| 每股收益（稀释后） | $1.49 | $0.26 |
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ALPBYI
| Q4 25 | $140.8M | $75.5M | ||
| Q3 25 | $44.5M | $54.5M | ||
| Q2 25 | $53.0M | $52.4M | ||
| Q1 25 | $92.9M | $46.0M | ||
| Q4 24 | $74.0M | $59.1M | ||
| Q3 24 | $65.0M | $80.5M | ||
| Q2 24 | $57.8M | $47.1M | ||
| Q1 24 | $49.0M | $43.8M |
净利润ALPBYI
| Q4 25 | $180.9M | — | ||
| Q3 25 | $146.5M | $8.8M | ||
| Q2 25 | $385.2M | $5.9M | ||
| Q1 25 | $375.8M | $3.0M | ||
| Q4 24 | $112.9M | — | ||
| Q3 24 | $104.0M | $20.3M | ||
| Q2 24 | $102.9M | $-4.5M | ||
| Q1 24 | $107.9M | $-4.8M |
毛利率ALPBYI
| Q4 25 | — | 69.3% | ||
| Q3 25 | — | 77.7% | ||
| Q2 25 | — | 76.5% | ||
| Q1 25 | — | 77.1% | ||
| Q4 24 | — | 76.4% | ||
| Q3 24 | — | 63.9% | ||
| Q2 24 | — | 77.4% | ||
| Q1 24 | — | 75.5% |
营业利润率ALPBYI
| Q4 25 | — | 22.7% | ||
| Q3 25 | — | 17.6% | ||
| Q2 25 | — | 12.7% | ||
| Q1 25 | — | 8.7% | ||
| Q4 24 | — | 22.6% | ||
| Q3 24 | — | 27.4% | ||
| Q2 24 | — | -4.6% | ||
| Q1 24 | — | -5.3% |
净利率ALPBYI
| Q4 25 | 128.5% | — | ||
| Q3 25 | 329.2% | 16.2% | ||
| Q2 25 | 726.9% | 11.2% | ||
| Q1 25 | 404.5% | 6.5% | ||
| Q4 24 | 152.7% | — | ||
| Q3 24 | 160.0% | 25.2% | ||
| Q2 24 | 178.2% | -9.6% | ||
| Q1 24 | 220.2% | -11.0% |
每股收益（稀释后）ALPBYI
| Q4 25 | $1.49 | $0.26 | ||
| Q3 25 | $1.21 | $0.17 | ||
| Q2 25 | $3.33 | $0.12 | ||
| Q1 25 | $3.26 | $0.06 | ||
| Q4 24 | $0.83 | $0.40 | ||
| Q3 24 | $0.82 | $0.41 | ||
| Q2 24 | $0.81 | $-0.09 | ||
| Q1 24 | $0.87 | $-0.10 |
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 | $97.5M |
| 总债务越低越好 | $19.7B | $22.7M |
| 股东权益账面价值 | $8.5B | $130.3M |
| 总资产 | $32.9B | $216.3M |
| 负债/权益比越低杠杆越低 | 2.33× | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资ALPBYI
| Q4 25 | $466.4M | $97.5M | ||
| Q3 25 | $452.2M | $94.4M | ||
| Q2 25 | $454.8M | $96.0M | ||
| Q1 25 | $456.6M | $93.2M | ||
| Q4 24 | $472.6M | $101.0M | ||
| Q3 24 | $460.8M | $96.7M | ||
| Q2 24 | $454.1M | $96.8M | ||
| Q1 24 | $554.4M | $107.2M |
总债务ALPBYI
| Q4 25 | $19.7B | $22.7M | ||
| Q3 25 | $20.2B | $34.0M | ||
| Q2 25 | $20.3B | $45.3M | ||
| Q1 25 | $19.9B | $56.7M | ||
| Q4 24 | $20.2B | $68.0M | ||
| Q3 24 | $20.2B | $79.3M | ||
| Q2 24 | $19.7B | $90.7M | ||
| Q1 24 | $19.5B | $102.0M |
股东权益ALPBYI
| Q4 25 | $8.5B | $130.3M | ||
| Q3 25 | $8.3B | $115.3M | ||
| Q2 25 | $8.2B | $104.7M | ||
| Q1 25 | $7.9B | $97.1M | ||
| Q4 24 | $7.5B | $92.1M | ||
| Q3 24 | $7.7B | $71.1M | ||
| Q2 24 | $7.3B | $48.5M | ||
| Q1 24 | $7.2B | $51.0M |
总资产ALPBYI
| Q4 25 | $32.9B | $216.3M | ||
| Q3 25 | $33.4B | $202.9M | ||
| Q2 25 | $33.3B | $194.9M | ||
| Q1 25 | $32.4B | $196.2M | ||
| Q4 24 | $32.3B | $213.3M | ||
| Q3 24 | $32.2B | $220.7M | ||
| Q2 24 | $31.0B | $205.0M | ||
| Q1 24 | $30.9B | $214.1M |
负债/权益比ALPBYI
| Q4 25 | 2.33× | 0.17× | ||
| Q3 25 | 2.42× | 0.30× | ||
| Q2 25 | 2.47× | 0.43× | ||
| Q1 25 | 2.53× | 0.58× | ||
| Q4 24 | 2.68× | 0.74× | ||
| Q3 24 | 2.63× | 1.12× | ||
| Q2 24 | 2.69× | 1.87× | ||
| Q1 24 | 2.69× | 2.00× |
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 | $14.4M |
| 自由现金流经营现金流 - 资本支出 | $342.1M | $14.4M |
| 自由现金流率自由现金流/营收 | 242.9% | 19.1% |
| 资本支出强度资本支出/营收 | 51.1% | 0.0% |
| 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 | $41.7M |
8季度趋势，按日历期对齐
经营现金流ALPBYI
| Q4 25 | $414.1M | $14.4M | ||
| Q3 25 | $458.6M | $9.7M | ||
| Q2 25 | $473.6M | $14.1M | ||
| Q1 25 | $388.3M | $3.6M | ||
| Q4 24 | $430.0M | $15.6M | ||
| Q3 24 | $461.9M | $11.0M | ||
| Q2 24 | $413.8M | $1.0M | ||
| Q1 24 | $371.3M | $11.2M |
自由现金流ALPBYI
| Q4 25 | $342.1M | $14.4M | ||
| Q3 25 | $412.3M | $9.7M | ||
| Q2 25 | $427.1M | $14.1M | ||
| Q1 25 | $315.5M | $3.6M | ||
| Q4 24 | $326.8M | $15.6M | ||
| Q3 24 | $369.8M | $11.0M | ||
| Q2 24 | $346.4M | $1.0M | ||
| Q1 24 | $246.8M | — |
自由现金流率ALPBYI
| Q4 25 | 242.9% | 19.1% | ||
| Q3 25 | 926.6% | 17.7% | ||
| Q2 25 | 806.0% | 26.8% | ||
| Q1 25 | 339.5% | 7.7% | ||
| Q4 24 | 441.8% | 26.4% | ||
| Q3 24 | 569.1% | 13.7% | ||
| Q2 24 | 599.5% | 2.1% | ||
| Q1 24 | 503.8% | — |
资本支出强度ALPBYI
| Q4 25 | 51.1% | 0.0% | ||
| Q3 25 | 104.1% | 0.0% | ||
| Q2 25 | 87.8% | 0.0% | ||
| Q1 25 | 78.4% | 0.1% | ||
| Q4 24 | 139.6% | 0.0% | ||
| Q3 24 | 141.7% | 0.0% | ||
| Q2 24 | 116.7% | 0.0% | ||
| Q1 24 | 254.3% | 0.0% |
现金转化率ALPBYI
| Q4 25 | 2.29× | — | ||
| Q3 25 | 3.13× | 1.10× | ||
| Q2 25 | 1.23× | 2.41× | ||
| Q1 25 | 1.03× | 1.21× | ||
| Q4 24 | 3.81× | — | ||
| Q3 24 | 4.44× | 0.54× | ||
| 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
