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AIR LEASE CORP（AL）与美国合众银行（USB）财务数据对比。点击上方公司名可切换其他公司
美国合众银行的季度营收约是AIR LEASE CORP的52.3倍（$7.4B vs $140.8M）。AIR LEASE CORP净利率更高（128.5% vs 27.8%，领先100.7%）。AIR LEASE CORP同比增速更快（90.4% vs 5.1%）。过去两年AIR LEASE CORP的营收复合增速更高（69.6% vs 4.7%）
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。
美国合众银行是美国跨国银行机构，总部位于明尼苏达州明尼阿波利斯，在特拉华州注册成立。截至2025年为美国第五大银行，也是美国中西部规模最大的银行，被金融稳定委员会认定为系统重要性机构，旗下核心运营主体提供银行、投资、按揭等多元金融服务。
AL vs USB — 直观对比
营收规模更大
USB
是对方的52.3倍
$140.8M
营收增速更快
AL
高出85.4%
5.1%
净利率更高
AL
高出100.7%
27.8%
两年增速更快
AL
近两年复合增速
4.7%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $140.8M | $7.4B |
| 净利润 | $180.9M | $2.0B |
| 毛利率 | — | — |
| 营业利润率 | — | 34.4% |
| 净利率 | 128.5% | 27.8% |
| 营收同比 | 90.4% | 5.1% |
| 净利润同比 | 60.2% | 23.0% |
| 每股收益（稀释后） | $1.49 | $1.26 |
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ALUSB
| Q4 25 | $140.8M | $7.4B | ||
| Q3 25 | $44.5M | $7.3B | ||
| Q2 25 | $53.0M | $7.0B | ||
| Q1 25 | $92.9M | $7.0B | ||
| Q4 24 | $74.0M | $7.0B | ||
| Q3 24 | $65.0M | $6.9B | ||
| Q2 24 | $57.8M | $6.9B | ||
| Q1 24 | $49.0M | $6.7B |
净利润ALUSB
| Q4 25 | $180.9M | $2.0B | ||
| Q3 25 | $146.5M | $2.0B | ||
| Q2 25 | $385.2M | $1.8B | ||
| Q1 25 | $375.8M | $1.7B | ||
| Q4 24 | $112.9M | $1.7B | ||
| Q3 24 | $104.0M | $1.7B | ||
| Q2 24 | $102.9M | $1.6B | ||
| Q1 24 | $107.9M | $1.3B |
营业利润率ALUSB
| Q4 25 | — | 34.4% | ||
| Q3 25 | — | 34.5% | ||
| Q2 25 | — | 32.7% | ||
| Q1 25 | — | 31.0% | ||
| Q4 24 | — | 30.1% | ||
| Q3 24 | — | 30.2% | ||
| Q2 24 | — | 29.9% | ||
| Q1 24 | — | 24.9% |
净利率ALUSB
| Q4 25 | 128.5% | 27.8% | ||
| Q3 25 | 329.2% | 27.3% | ||
| Q2 25 | 726.9% | 25.9% | ||
| Q1 25 | 404.5% | 24.6% | ||
| Q4 24 | 152.7% | 23.7% | ||
| Q3 24 | 160.0% | 25.0% | ||
| Q2 24 | 178.2% | 23.3% | ||
| Q1 24 | 220.2% | 19.6% |
每股收益（稀释后）ALUSB
| Q4 25 | $1.49 | $1.26 | ||
| Q3 25 | $1.21 | $1.22 | ||
| Q2 25 | $3.33 | $1.11 | ||
| Q1 25 | $3.26 | $1.03 | ||
| Q4 24 | $0.83 | $1.01 | ||
| Q3 24 | $0.82 | $1.03 | ||
| Q2 24 | $0.81 | $0.97 | ||
| Q1 24 | $0.87 | $0.78 |
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 | — |
| 总债务越低越好 | $19.7B | — |
| 股东权益账面价值 | $8.5B | $65.2B |
| 总资产 | $32.9B | $692.3B |
| 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ALUSB
| 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 | — | ||
| Q1 24 | $554.4M | — |
总债务ALUSB
| 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ALUSB
| Q4 25 | $8.5B | $65.2B | ||
| Q3 25 | $8.3B | $63.3B | ||
| Q2 25 | $8.2B | $61.4B | ||
| Q1 25 | $7.9B | $60.1B | ||
| Q4 24 | $7.5B | $58.6B | ||
| Q3 24 | $7.7B | $58.9B | ||
| Q2 24 | $7.3B | $56.4B | ||
| Q1 24 | $7.2B | $55.6B |
总资产ALUSB
| Q4 25 | $32.9B | $692.3B | ||
| Q3 25 | $33.4B | $695.4B | ||
| Q2 25 | $33.3B | $686.4B | ||
| Q1 25 | $32.4B | $676.5B | ||
| Q4 24 | $32.3B | $678.3B | ||
| Q3 24 | $32.2B | $686.5B | ||
| Q2 24 | $31.0B | $680.1B | ||
| Q1 24 | $30.9B | $683.6B |
负债/权益比ALUSB
| 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 | $2.8B |
| 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× | 1.39× |
| 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ALUSB
| Q4 25 | $414.1M | $2.8B | ||
| Q3 25 | $458.6M | $3.4B | ||
| Q2 25 | $473.6M | $2.0B | ||
| Q1 25 | $388.3M | $-285.0M | ||
| Q4 24 | $430.0M | $4.8B | ||
| Q3 24 | $461.9M | $972.0M | ||
| Q2 24 | $413.8M | $2.9B | ||
| Q1 24 | $371.3M | $2.7B |
自由现金流ALUSB
| Q4 25 | $342.1M | — | ||
| Q3 25 | $412.3M | — | ||
| Q2 25 | $427.1M | — | ||
| Q1 25 | $315.5M | — | ||
| Q4 24 | $326.8M | — | ||
| Q3 24 | $369.8M | — | ||
| Q2 24 | $346.4M | — | ||
| Q1 24 | $246.8M | — |
自由现金流率ALUSB
| Q4 25 | 242.9% | — | ||
| Q3 25 | 926.6% | — | ||
| Q2 25 | 806.0% | — | ||
| Q1 25 | 339.5% | — | ||
| Q4 24 | 441.8% | — | ||
| Q3 24 | 569.1% | — | ||
| Q2 24 | 599.5% | — | ||
| Q1 24 | 503.8% | — |
资本支出强度ALUSB
| Q4 25 | 51.1% | — | ||
| Q3 25 | 104.1% | — | ||
| Q2 25 | 87.8% | — | ||
| Q1 25 | 78.4% | — | ||
| Q4 24 | 139.6% | — | ||
| Q3 24 | 141.7% | — | ||
| Q2 24 | 116.7% | — | ||
| Q1 24 | 254.3% | — |
现金转化率ALUSB
| Q4 25 | 2.29× | 1.39× | ||
| Q3 25 | 3.13× | 1.69× | ||
| Q2 25 | 1.23× | 1.12× | ||
| Q1 25 | 1.03× | -0.17× | ||
| Q4 24 | 3.81× | 2.87× | ||
| Q3 24 | 4.44× | 0.57× | ||
| Q2 24 | 4.02× | 1.79× | ||
| Q1 24 | 3.44× | 2.02× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
