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AIR LEASE CORP（AL）与标普全球（SPGI）财务数据对比。点击上方公司名可切换其他公司
标普全球的季度营收约是AIR LEASE CORP的27.8倍（$3.9B vs $140.8M）。AIR LEASE CORP净利率更高（128.5% vs 28.9%，领先99.5%）。AIR LEASE CORP同比增速更快（90.4% vs 9.0%）。标普全球自由现金流更多（$1.7B vs $342.1M）。过去两年AIR LEASE CORP的营收复合增速更高（69.6% vs 5.9%）
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。
标普全球是总部位于美国纽约曼哈顿的上市企业，核心业务涵盖金融信息、数据分析、能源及大宗商品情报服务，旗下拥有标普全球评级、标普全球市场财智、标普全球能源、标普全球移动、印度信用评级机构CRISIL等业务板块，同时控股合资企业标普道琼斯指数。
AL vs SPGI — 直观对比
营收规模更大
SPGI
是对方的27.8倍
$140.8M
营收增速更快
AL
高出81.5%
9.0%
净利率更高
AL
高出99.5%
28.9%
自由现金流更多
SPGI
多$1.4B
$342.1M
两年增速更快
AL
近两年复合增速
5.9%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $140.8M | $3.9B |
| 净利润 | $180.9M | $1.1B |
| 毛利率 | — | 70.1% |
| 营业利润率 | — | 42.7% |
| 净利率 | 128.5% | 28.9% |
| 营收同比 | 90.4% | 9.0% |
| 净利润同比 | 60.2% | 28.9% |
| 每股收益（稀释后） | $1.49 | $3.76 |
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ALSPGI
| Q4 25 | $140.8M | $3.9B | ||
| Q3 25 | $44.5M | $3.9B | ||
| Q2 25 | $53.0M | $3.8B | ||
| Q1 25 | $92.9M | $3.8B | ||
| Q4 24 | $74.0M | $3.6B | ||
| Q3 24 | $65.0M | $3.6B | ||
| Q2 24 | $57.8M | $3.5B | ||
| Q1 24 | $49.0M | $3.5B |
净利润ALSPGI
| Q4 25 | $180.9M | $1.1B | ||
| Q3 25 | $146.5M | $1.2B | ||
| Q2 25 | $385.2M | $1.1B | ||
| Q1 25 | $375.8M | $1.1B | ||
| Q4 24 | $112.9M | $879.0M | ||
| Q3 24 | $104.0M | $971.0M | ||
| Q2 24 | $102.9M | $1.0B | ||
| Q1 24 | $107.9M | $991.0M |
毛利率ALSPGI
| Q4 25 | — | 70.1% | ||
| Q3 25 | — | 71.2% | ||
| Q2 25 | — | 70.2% | ||
| Q1 25 | — | 69.5% | ||
| Q4 24 | — | 69.8% | ||
| Q3 24 | — | 70.0% | ||
| Q2 24 | — | 69.4% | ||
| Q1 24 | — | 67.9% |
营业利润率ALSPGI
| Q4 25 | — | 42.7% | ||
| Q3 25 | — | 43.1% | ||
| Q2 25 | — | 41.3% | ||
| Q1 25 | — | 41.8% | ||
| Q4 24 | — | 36.4% | ||
| Q3 24 | — | 40.1% | ||
| Q2 24 | — | 40.9% | ||
| Q1 24 | — | 39.7% |
净利率ALSPGI
| Q4 25 | 128.5% | 28.9% | ||
| Q3 25 | 329.2% | 30.2% | ||
| Q2 25 | 726.9% | 28.5% | ||
| Q1 25 | 404.5% | 28.9% | ||
| Q4 24 | 152.7% | 24.5% | ||
| Q3 24 | 160.0% | 27.2% | ||
| Q2 24 | 178.2% | 28.5% | ||
| Q1 24 | 220.2% | 28.4% |
每股收益（稀释后）ALSPGI
| Q4 25 | $1.49 | $3.76 | ||
| Q3 25 | $1.21 | $3.86 | ||
| Q2 25 | $3.33 | $3.50 | ||
| Q1 25 | $3.26 | $3.54 | ||
| Q4 24 | $0.83 | $2.85 | ||
| Q3 24 | $0.82 | $3.11 | ||
| Q2 24 | $0.81 | $3.23 | ||
| Q1 24 | $0.87 | $3.16 |
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 | $1.8B |
| 总债务越低越好 | $19.7B | $13.1B |
| 股东权益账面价值 | $8.5B | $31.1B |
| 总资产 | $32.9B | $61.2B |
| 负债/权益比越低杠杆越低 | 2.33× | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资ALSPGI
| Q4 25 | $466.4M | $1.8B | ||
| Q3 25 | $452.2M | $1.7B | ||
| Q2 25 | $454.8M | $1.8B | ||
| Q1 25 | $456.6M | $1.5B | ||
| Q4 24 | $472.6M | $1.7B | ||
| Q3 24 | $460.8M | $1.7B | ||
| Q2 24 | $454.1M | $2.0B | ||
| Q1 24 | $554.4M | $1.5B |
总债务ALSPGI
| Q4 25 | $19.7B | $13.1B | ||
| Q3 25 | $20.2B | $11.4B | ||
| Q2 25 | $20.3B | $11.4B | ||
| Q1 25 | $19.9B | $11.4B | ||
| Q4 24 | $20.2B | $11.4B | ||
| Q3 24 | $20.2B | $11.4B | ||
| Q2 24 | $19.7B | $11.4B | ||
| Q1 24 | $19.5B | $11.7B |
股东权益ALSPGI
| Q4 25 | $8.5B | $31.1B | ||
| Q3 25 | $8.3B | $33.1B | ||
| Q2 25 | $8.2B | $33.4B | ||
| Q1 25 | $7.9B | $33.4B | ||
| Q4 24 | $7.5B | $33.2B | ||
| Q3 24 | $7.7B | $34.0B | ||
| Q2 24 | $7.3B | $34.9B | ||
| Q1 24 | $7.2B | $34.3B |
总资产ALSPGI
| Q4 25 | $32.9B | $61.2B | ||
| Q3 25 | $33.4B | $59.7B | ||
| Q2 25 | $33.3B | $60.4B | ||
| Q1 25 | $32.4B | $59.9B | ||
| Q4 24 | $32.3B | $60.2B | ||
| Q3 24 | $32.2B | $60.4B | ||
| Q2 24 | $31.0B | $61.0B | ||
| Q1 24 | $30.9B | $60.5B |
负债/权益比ALSPGI
| Q4 25 | 2.33× | 0.42× | ||
| Q3 25 | 2.42× | 0.34× | ||
| Q2 25 | 2.47× | 0.34× | ||
| Q1 25 | 2.53× | 0.34× | ||
| Q4 24 | 2.68× | 0.34× | ||
| Q3 24 | 2.63× | 0.34× | ||
| Q2 24 | 2.69× | 0.33× | ||
| Q1 24 | 2.69× | 0.34× |
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 | $1.7B |
| 自由现金流经营现金流 - 资本支出 | $342.1M | $1.7B |
| 自由现金流率自由现金流/营收 | 242.9% | 43.5% |
| 资本支出强度资本支出/营收 | 51.1% | 1.2% |
| 现金转化率经营现金流/净利润 | 2.29× | 1.54× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $5.5B |
8季度趋势，按日历期对齐
经营现金流ALSPGI
| Q4 25 | $414.1M | $1.7B | ||
| Q3 25 | $458.6M | $1.5B | ||
| Q2 25 | $473.6M | $1.4B | ||
| Q1 25 | $388.3M | $953.0M | ||
| Q4 24 | $430.0M | $1.7B | ||
| Q3 24 | $461.9M | $1.4B | ||
| Q2 24 | $413.8M | $1.6B | ||
| Q1 24 | $371.3M | $948.0M |
自由现金流ALSPGI
| Q4 25 | $342.1M | $1.7B | ||
| Q3 25 | $412.3M | $1.5B | ||
| Q2 25 | $427.1M | $1.4B | ||
| Q1 25 | $315.5M | $910.0M | ||
| Q4 24 | $326.8M | $1.7B | ||
| Q3 24 | $369.8M | $1.4B | ||
| Q2 24 | $346.4M | $1.5B | ||
| Q1 24 | $246.8M | $924.0M |
自由现金流率ALSPGI
| Q4 25 | 242.9% | 43.5% | ||
| Q3 25 | 926.6% | 37.6% | ||
| Q2 25 | 806.0% | 36.9% | ||
| Q1 25 | 339.5% | 24.1% | ||
| Q4 24 | 441.8% | 47.5% | ||
| Q3 24 | 569.1% | 39.4% | ||
| Q2 24 | 599.5% | 42.9% | ||
| Q1 24 | 503.8% | 26.5% |
资本支出强度ALSPGI
| Q4 25 | 51.1% | 1.2% | ||
| Q3 25 | 104.1% | 1.2% | ||
| Q2 25 | 87.8% | 1.6% | ||
| Q1 25 | 78.4% | 1.1% | ||
| Q4 24 | 139.6% | 0.9% | ||
| Q3 24 | 141.7% | 1.0% | ||
| Q2 24 | 116.7% | 0.9% | ||
| Q1 24 | 254.3% | 0.7% |
现金转化率ALSPGI
| Q4 25 | 2.29× | 1.54× | ||
| Q3 25 | 3.13× | 1.28× | ||
| Q2 25 | 1.23× | 1.35× | ||
| Q1 25 | 1.03× | 0.87× | ||
| Q4 24 | 3.81× | 1.98× | ||
| Q3 24 | 4.44× | 1.49× | ||
| Q2 24 | 4.02× | 1.54× | ||
| Q1 24 | 3.44× | 0.96× |
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
SPGI
| Subscription | $1.1B | 27% |
| Other | $706.0M | 18% |
| Non Transaction | $602.0M | 15% |
| Indices Segment | $495.0M | 13% |
| Mobility Segment | $444.0M | 11% |
| Asset Linked Fees | $329.0M | 8% |
| Recurring Variable Revenue | $157.0M | 4% |
| Related Party | $46.0M | 1% |
| Non Subscription Transaction | $45.0M | 1% |
| Sales Usage Based Royalties | $30.0M | 1% |
