vs
AIR LEASE CORP（AL）与CarParts.com, Inc.（PRTS）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CarParts.com, Inc.的1.2倍（$140.8M vs $120.4M），AIR LEASE CORP净利率更高（128.5% vs -9.6%，领先138.1%），AIR LEASE CORP同比增速更快（90.4% vs -9.8%），过去两年AIR LEASE CORP的营收复合增速更高（69.6% vs -8.6%）
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。
GPC是一家总部位于美国佐治亚州亚特兰大的汽车与工业零部件分销商，1928年由弗雷泽兄弟创立，目前拥有约六万名员工。除美国本土市场外，公司业务还覆盖澳大拉西亚、比利时、加拿大、法国、德国、墨西哥、荷兰、波兰及英国，旗下拥有知名汽车零部件零售商NAPA Auto Parts和工业零部件分销商Motion。
AL vs PRTS — 直观对比
营收规模更大
AL
是对方的1.2倍
$120.4M
营收增速更快
AL
高出100.3%
-9.8%
净利率更高
AL
高出138.1%
-9.6%
两年增速更快
AL
近两年复合增速
-8.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $140.8M | $120.4M |
| 净利润 | $180.9M | $-11.6M |
| 毛利率 | — | 33.2% |
| 营业利润率 | — | — |
| 净利率 | 128.5% | -9.6% |
| 营收同比 | 90.4% | -9.8% |
| 净利润同比 | 60.2% | 25.0% |
| 每股收益（稀释后） | $1.49 | $-0.82 |
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ALPRTS
| Q4 25 | $140.8M | $120.4M | ||
| Q3 25 | $44.5M | $127.8M | ||
| Q2 25 | $53.0M | $151.9M | ||
| Q1 25 | $92.9M | $147.4M | ||
| Q4 24 | $74.0M | $133.5M | ||
| Q3 24 | $65.0M | $144.8M | ||
| Q2 24 | $57.8M | $144.3M | ||
| Q1 24 | $49.0M | — |
净利润ALPRTS
| Q4 25 | $180.9M | $-11.6M | ||
| Q3 25 | $146.5M | $-10.9M | ||
| Q2 25 | $385.2M | $-12.7M | ||
| Q1 25 | $375.8M | $-15.3M | ||
| Q4 24 | $112.9M | $-15.4M | ||
| Q3 24 | $104.0M | $-10.0M | ||
| Q2 24 | $102.9M | $-8.7M | ||
| Q1 24 | $107.9M | — |
毛利率ALPRTS
| Q4 25 | — | 33.2% | ||
| Q3 25 | — | 33.1% | ||
| Q2 25 | — | 32.8% | ||
| Q1 25 | — | 32.1% | ||
| Q4 24 | — | 32.5% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 33.5% | ||
| Q1 24 | — | — |
营业利润率ALPRTS
| Q4 25 | — | — | ||
| Q3 25 | — | -7.9% | ||
| Q2 25 | — | -8.2% | ||
| Q1 25 | — | -10.3% | ||
| Q4 24 | — | -11.6% | ||
| Q3 24 | — | -6.9% | ||
| Q2 24 | — | -6.0% | ||
| Q1 24 | — | — |
净利率ALPRTS
| Q4 25 | 128.5% | -9.6% | ||
| Q3 25 | 329.2% | -8.5% | ||
| Q2 25 | 726.9% | -8.4% | ||
| Q1 25 | 404.5% | -10.4% | ||
| Q4 24 | 152.7% | -11.5% | ||
| Q3 24 | 160.0% | -6.9% | ||
| Q2 24 | 178.2% | -6.0% | ||
| Q1 24 | 220.2% | — |
每股收益（稀释后）ALPRTS
| Q4 25 | $1.49 | $-0.82 | ||
| Q3 25 | $1.21 | $-0.19 | ||
| Q2 25 | $3.33 | $-0.23 | ||
| Q1 25 | $3.26 | $-0.27 | ||
| Q4 24 | $0.83 | $-0.28 | ||
| Q3 24 | $0.82 | $-0.17 | ||
| Q2 24 | $0.81 | $-0.15 | ||
| Q1 24 | $0.87 | — |
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 | $25.8M |
| 总债务越低越好 | $19.7B | — |
| 股东权益账面价值 | $8.5B | $53.5M |
| 总资产 | $32.9B | $184.9M |
| 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ALPRTS
| Q4 25 | $466.4M | $25.8M | ||
| Q3 25 | $452.2M | — | ||
| Q2 25 | $454.8M | — | ||
| Q1 25 | $456.6M | — | ||
| Q4 24 | $472.6M | — | ||
| Q3 24 | $460.8M | — | ||
| Q2 24 | $454.1M | — | ||
| Q1 24 | $554.4M | — |
总债务ALPRTS
| 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ALPRTS
| Q4 25 | $8.5B | $53.5M | ||
| Q3 25 | $8.3B | $64.2M | ||
| Q2 25 | $8.2B | $62.4M | ||
| Q1 25 | $7.9B | $72.8M | ||
| Q4 24 | $7.5B | $85.2M | ||
| Q3 24 | $7.7B | $97.2M | ||
| Q2 24 | $7.3B | $103.9M | ||
| Q1 24 | $7.2B | — |
总资产ALPRTS
| Q4 25 | $32.9B | $184.9M | ||
| Q3 25 | $33.4B | $200.3M | ||
| Q2 25 | $33.3B | $189.6M | ||
| Q1 25 | $32.4B | $216.5M | ||
| Q4 24 | $32.3B | $210.6M | ||
| Q3 24 | $32.2B | $227.6M | ||
| Q2 24 | $31.0B | $238.0M | ||
| Q1 24 | $30.9B | — |
负债/权益比ALPRTS
| 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 | — |
| 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ALPRTS
| Q4 25 | $414.1M | — | ||
| Q3 25 | $458.6M | $-6.4M | ||
| Q2 25 | $473.6M | $-25.6M | ||
| Q1 25 | $388.3M | $5.5M | ||
| Q4 24 | $430.0M | $1.8M | ||
| Q3 24 | $461.9M | $8.5M | ||
| Q2 24 | $413.8M | $-3.6M | ||
| Q1 24 | $371.3M | — |
自由现金流ALPRTS
| Q4 25 | $342.1M | — | ||
| Q3 25 | $412.3M | $-8.3M | ||
| Q2 25 | $427.1M | $-27.9M | ||
| Q1 25 | $315.5M | $3.4M | ||
| Q4 24 | $326.8M | $-631.0K | ||
| Q3 24 | $369.8M | $4.9M | ||
| Q2 24 | $346.4M | $-10.8M | ||
| Q1 24 | $246.8M | — |
自由现金流率ALPRTS
| Q4 25 | 242.9% | — | ||
| Q3 25 | 926.6% | -6.5% | ||
| Q2 25 | 806.0% | -18.3% | ||
| Q1 25 | 339.5% | 2.3% | ||
| Q4 24 | 441.8% | -0.5% | ||
| Q3 24 | 569.1% | 3.4% | ||
| Q2 24 | 599.5% | -7.5% | ||
| Q1 24 | 503.8% | — |
资本支出强度ALPRTS
| Q4 25 | 51.1% | — | ||
| Q3 25 | 104.1% | 1.5% | ||
| Q2 25 | 87.8% | 1.5% | ||
| Q1 25 | 78.4% | 1.4% | ||
| Q4 24 | 139.6% | 1.8% | ||
| Q3 24 | 141.7% | 2.5% | ||
| Q2 24 | 116.7% | 4.9% | ||
| Q1 24 | 254.3% | — |
现金转化率ALPRTS
| 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× | — | ||
| 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
