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ALKAMI TECHNOLOGY, INC.（ALKT）与AerSale Corp（ASLE）财务数据对比。点击上方公司名可切换其他公司
ALKAMI TECHNOLOGY, INC.的季度营收约是AerSale Corp的1.4倍（$126.1M vs $90.9M），AerSale Corp净利率更高（5.9% vs -7.9%，领先13.8%），ALKAMI TECHNOLOGY, INC.同比增速更快（28.9% vs -4.0%），AerSale Corp自由现金流更多（$9.8M vs $-7.4M），过去两年ALKAMI TECHNOLOGY, INC.的营收复合增速更高（23.9% vs 0.2%）
Alkami科技是一家面向美国市场的云原生数字银行解决方案提供商，主要为社区银行、信用合作社等金融机构提供在线及移动银行系统、支付处理工具、数据分析模块与客户互动功能，助力合作机构优化终端用户的数字银行使用体验。
AerSale Corp总部位于美国佛罗里达州多拉市，是一家面向航空领域的全球供应商，主要为客运及货运航空公司、政府机构、跨国整机制造商与独立维修机构提供商用喷气飞机二手整机、发动机、航空耗材，并提供航空工程服务，同时该公司也是飞机机队回收协会的成员企业。
ALKT vs ASLE — 直观对比
营收规模更大
ALKT
是对方的1.4倍
$90.9M
营收增速更快
ALKT
高出32.9%
-4.0%
净利率更高
ASLE
高出13.8%
-7.9%
自由现金流更多
ASLE
多$17.2M
$-7.4M
两年增速更快
ALKT
近两年复合增速
0.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $126.1M | $90.9M |
| 净利润 | $-10.0M | $5.4M |
| 毛利率 | 58.6% | 34.1% |
| 营业利润率 | 36.9% | 7.8% |
| 净利率 | -7.9% | 5.9% |
| 营收同比 | 28.9% | -4.0% |
| 净利润同比 | -27.5% | 99.7% |
| 每股收益（稀释后） | — | $0.10 |
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ALKTASLE
| Q1 26 | $126.1M | — | ||
| Q4 25 | $120.8M | $90.9M | ||
| Q3 25 | $113.0M | $71.2M | ||
| Q2 25 | $112.1M | $107.4M | ||
| Q1 25 | $97.8M | $65.8M | ||
| Q4 24 | $89.7M | $94.7M | ||
| Q3 24 | $85.9M | $82.7M | ||
| Q2 24 | $82.2M | $77.1M |
净利润ALKTASLE
| Q1 26 | $-10.0M | — | ||
| Q4 25 | — | $5.4M | ||
| Q3 25 | $-14.8M | $-120.0K | ||
| Q2 25 | $-13.6M | $8.6M | ||
| Q1 25 | — | $-5.3M | ||
| Q4 24 | — | $2.7M | ||
| Q3 24 | $-9.4M | $509.0K | ||
| Q2 24 | $-12.3M | $-3.6M |
毛利率ALKTASLE
| Q1 26 | 58.6% | — | ||
| Q4 25 | 57.2% | 34.1% | ||
| Q3 25 | 56.8% | 30.2% | ||
| Q2 25 | 58.6% | 32.9% | ||
| Q1 25 | 59.0% | 27.3% | ||
| Q4 24 | 59.3% | 31.4% | ||
| Q3 24 | 58.9% | 28.6% | ||
| Q2 24 | 59.4% | 28.2% |
营业利润率ALKTASLE
| Q1 26 | 36.9% | — | ||
| Q4 25 | -7.9% | 7.8% | ||
| Q3 25 | -11.4% | 4.0% | ||
| Q2 25 | -14.2% | 11.7% | ||
| Q1 25 | -15.7% | -10.1% | ||
| Q4 24 | -9.6% | 5.2% | ||
| Q3 24 | -12.1% | 2.4% | ||
| Q2 24 | -16.1% | -2.4% |
净利率ALKTASLE
| Q1 26 | -7.9% | — | ||
| Q4 25 | — | 5.9% | ||
| Q3 25 | -13.1% | -0.2% | ||
| Q2 25 | -12.1% | 8.0% | ||
| Q1 25 | — | -8.0% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | -11.0% | 0.6% | ||
| Q2 24 | -15.0% | -4.7% |
每股收益（稀释后）ALKTASLE
| Q1 26 | — | — | ||
| Q4 25 | $-0.11 | $0.10 | ||
| Q3 25 | $-0.14 | $0.00 | ||
| Q2 25 | $-0.13 | $0.18 | ||
| Q1 25 | $-0.08 | $-0.10 | ||
| Q4 24 | $-0.07 | $0.05 | ||
| Q3 24 | $-0.09 | $0.01 | ||
| Q2 24 | $-0.13 | $-0.07 |
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 | $40.4M | $4.4M |
| 总债务越低越好 | — | $1.3M |
| 股东权益账面价值 | $370.7M | $424.4M |
| 总资产 | $829.3M | $640.5M |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资ALKTASLE
| Q1 26 | $40.4M | — | ||
| Q4 25 | $63.5M | $4.4M | ||
| Q3 25 | $57.3M | $5.3M | ||
| Q2 25 | $52.4M | $5.7M | ||
| Q1 25 | $61.7M | $4.7M | ||
| Q4 24 | $94.4M | $4.7M | ||
| Q3 24 | $81.0M | $9.8M | ||
| Q2 24 | $61.4M | $4.3M |
总债务ALKTASLE
| Q1 26 | — | — | ||
| Q4 25 | — | $1.3M | ||
| Q3 25 | — | $1.5M | ||
| Q2 25 | — | $907.0K | ||
| Q1 25 | — | $1.1M | ||
| Q4 24 | — | $1.2M | ||
| Q3 24 | — | $376.0K | ||
| Q2 24 | — | $522.0K |
股东权益ALKTASLE
| Q1 26 | $370.7M | — | ||
| Q4 25 | $362.0M | $424.4M | ||
| Q3 25 | $350.1M | $417.1M | ||
| Q2 25 | $344.0M | $415.9M | ||
| Q1 25 | $334.0M | $406.5M | ||
| Q4 24 | $357.0M | $455.6M | ||
| Q3 24 | $338.5M | $451.5M | ||
| Q2 24 | $327.2M | $449.8M |
总资产ALKTASLE
| Q1 26 | $829.3M | — | ||
| Q4 25 | $847.2M | $640.5M | ||
| Q3 25 | $835.2M | $646.3M | ||
| Q2 25 | $840.4M | $646.7M | ||
| Q1 25 | $837.2M | $646.1M | ||
| Q4 24 | $437.3M | $604.7M | ||
| Q3 24 | $422.2M | $601.5M | ||
| Q2 24 | $403.9M | $598.7M |
负债/权益比ALKTASLE
| Q1 26 | — | — | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
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 | $-4.8M | $11.4M |
| 自由现金流经营现金流 - 资本支出 | $-7.4M | $9.8M |
| 自由现金流率自由现金流/营收 | -5.8% | 10.8% |
| 资本支出强度资本支出/营收 | — | 1.7% |
| 现金转化率经营现金流/净利润 | — | 2.11× |
| 过去12个月自由现金流最近4个季度 | $40.1M | $-29.1M |
8季度趋势，按日历期对齐
经营现金流ALKTASLE
| Q1 26 | $-4.8M | — | ||
| Q4 25 | $16.6M | $11.4M | ||
| Q3 25 | $30.8M | $-8.9M | ||
| Q2 25 | $1.2M | $19.8M | ||
| Q1 25 | $-5.7M | $-45.2M | ||
| Q4 24 | $6.1M | $37.5M | ||
| Q3 24 | $11.0M | $10.4M | ||
| Q2 24 | $548.0K | $-15.3M |
自由现金流ALKTASLE
| Q1 26 | $-7.4M | — | ||
| Q4 25 | $16.2M | $9.8M | ||
| Q3 25 | $30.5M | $-9.8M | ||
| Q2 25 | $760.0K | $18.6M | ||
| Q1 25 | $-6.1M | $-47.6M | ||
| Q4 24 | $6.0M | $32.3M | ||
| Q3 24 | $10.7M | $8.9M | ||
| Q2 24 | $123.0K | $-18.9M |
自由现金流率ALKTASLE
| Q1 26 | -5.8% | — | ||
| Q4 25 | 13.4% | 10.8% | ||
| Q3 25 | 27.0% | -13.8% | ||
| Q2 25 | 0.7% | 17.3% | ||
| Q1 25 | -6.3% | -72.4% | ||
| Q4 24 | 6.6% | 34.0% | ||
| Q3 24 | 12.4% | 10.7% | ||
| Q2 24 | 0.1% | -24.6% |
资本支出强度ALKTASLE
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | 1.7% | ||
| Q3 25 | 0.2% | 1.3% | ||
| Q2 25 | 0.4% | 1.1% | ||
| Q1 25 | 0.5% | 3.7% | ||
| Q4 24 | 0.2% | 5.6% | ||
| Q3 24 | 0.4% | 1.9% | ||
| Q2 24 | 0.5% | 4.7% |
现金转化率ALKTASLE
| Q1 26 | — | — | ||
| Q4 25 | — | 2.11× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.31× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 13.89× | ||
| Q3 24 | — | 20.52× | ||
| Q2 24 | — | — |
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
ALKT
暂无分部数据
ASLE
| Products | $57.8M | 64% |
| Maintenance | $23.2M | 26% |
| Leasing Arrangements | $9.9M | 11% |
