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ALLIENT INC（ALNT）与AerSale Corp（ASLE）财务数据对比。点击上方公司名可切换其他公司
ALLIENT INC的季度营收约是AerSale Corp的1.6倍（$143.4M vs $90.9M），AerSale Corp净利率更高（5.9% vs 4.5%，领先1.5%），ALLIENT INC同比增速更快（17.5% vs -4.0%），ALLIENT INC自由现金流更多（$11.7M vs $9.8M），过去两年AerSale Corp的营收复合增速更高（0.2% vs -1.2%）
Allient Inc是一家全球化技术制造企业，主营精密运动、控制及电源解决方案的设计、生产与分销，核心服务航空航天、国防、医疗设备、工业自动化、商用出行等领域，业务覆盖北美、欧洲及亚太地区。
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。
ALNT vs ASLE — 直观对比
营收规模更大
ALNT
是对方的1.6倍
$90.9M
营收增速更快
ALNT
高出21.5%
-4.0%
净利率更高
ASLE
高出1.5%
4.5%
自由现金流更多
ALNT
多$1.9M
$9.8M
两年增速更快
ASLE
近两年复合增速
-1.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $143.4M | $90.9M |
| 净利润 | $6.4M | $5.4M |
| 毛利率 | 32.4% | 34.1% |
| 营业利润率 | 7.9% | 7.8% |
| 净利率 | 4.5% | 5.9% |
| 营收同比 | 17.5% | -4.0% |
| 净利润同比 | 111.8% | 99.7% |
| 每股收益（稀释后） | $0.38 | $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ALNTASLE
| Q4 25 | $143.4M | $90.9M | ||
| Q3 25 | $138.7M | $71.2M | ||
| Q2 25 | $139.6M | $107.4M | ||
| Q1 25 | $132.8M | $65.8M | ||
| Q4 24 | $122.0M | $94.7M | ||
| Q3 24 | $125.2M | $82.7M | ||
| Q2 24 | $136.0M | $77.1M | ||
| Q1 24 | $146.7M | $90.5M |
净利润ALNTASLE
| Q4 25 | $6.4M | $5.4M | ||
| Q3 25 | $6.5M | $-120.0K | ||
| Q2 25 | $5.6M | $8.6M | ||
| Q1 25 | $3.6M | $-5.3M | ||
| Q4 24 | $3.0M | $2.7M | ||
| Q3 24 | $2.1M | $509.0K | ||
| Q2 24 | $1.1M | $-3.6M | ||
| Q1 24 | $6.9M | $6.3M |
毛利率ALNTASLE
| Q4 25 | 32.4% | 34.1% | ||
| Q3 25 | 33.3% | 30.2% | ||
| Q2 25 | 33.2% | 32.9% | ||
| Q1 25 | 32.2% | 27.3% | ||
| Q4 24 | 31.5% | 31.4% | ||
| Q3 24 | 31.4% | 28.6% | ||
| Q2 24 | 29.9% | 28.2% | ||
| Q1 24 | 32.3% | 31.8% |
营业利润率ALNTASLE
| Q4 25 | 7.9% | 7.8% | ||
| Q3 25 | 8.8% | 4.0% | ||
| Q2 25 | 8.4% | 11.7% | ||
| Q1 25 | 6.6% | -10.1% | ||
| Q4 24 | 5.3% | 5.2% | ||
| Q3 24 | 5.3% | 2.4% | ||
| Q2 24 | 3.6% | -2.4% | ||
| Q1 24 | 8.2% | 5.2% |
净利率ALNTASLE
| Q4 25 | 4.5% | 5.9% | ||
| Q3 25 | 4.7% | -0.2% | ||
| Q2 25 | 4.0% | 8.0% | ||
| Q1 25 | 2.7% | -8.0% | ||
| Q4 24 | 2.5% | 2.9% | ||
| Q3 24 | 1.7% | 0.6% | ||
| Q2 24 | 0.8% | -4.7% | ||
| Q1 24 | 4.7% | 6.9% |
每股收益（稀释后）ALNTASLE
| Q4 25 | $0.38 | $0.10 | ||
| Q3 25 | $0.39 | $0.00 | ||
| Q2 25 | $0.34 | $0.18 | ||
| Q1 25 | $0.21 | $-0.10 | ||
| Q4 24 | $0.17 | $0.05 | ||
| Q3 24 | $0.13 | $0.01 | ||
| Q2 24 | $0.07 | $-0.07 | ||
| Q1 24 | $0.42 | $0.12 |
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 | $40.7M | $4.4M |
| 总债务越低越好 | — | $1.3M |
| 股东权益账面价值 | $301.5M | $424.4M |
| 总资产 | $577.6M | $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ALNTASLE
| Q4 25 | $40.7M | $4.4M | ||
| Q3 25 | $39.5M | $5.3M | ||
| Q2 25 | $49.9M | $5.7M | ||
| Q1 25 | $47.8M | $4.7M | ||
| Q4 24 | $36.1M | $4.7M | ||
| Q3 24 | $37.1M | $9.8M | ||
| Q2 24 | $31.3M | $4.3M | ||
| Q1 24 | $31.5M | $2.6M |
总债务ALNTASLE
| 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 | ||
| Q1 24 | — | $3.5M |
股东权益ALNTASLE
| Q4 25 | $301.5M | $424.4M | ||
| Q3 25 | $294.2M | $417.1M | ||
| Q2 25 | $289.1M | $415.9M | ||
| Q1 25 | $272.8M | $406.5M | ||
| Q4 24 | $264.9M | $455.6M | ||
| Q3 24 | $272.9M | $451.5M | ||
| Q2 24 | $265.7M | $449.8M | ||
| Q1 24 | $267.1M | $452.0M |
总资产ALNTASLE
| Q4 25 | $577.6M | $640.5M | ||
| Q3 25 | $585.1M | $646.3M | ||
| Q2 25 | $588.1M | $646.7M | ||
| Q1 25 | $586.9M | $646.1M | ||
| Q4 24 | $575.8M | $604.7M | ||
| Q3 24 | $596.4M | $601.5M | ||
| Q2 24 | $595.8M | $598.7M | ||
| Q1 24 | $611.6M | $571.7M |
负债/权益比ALNTASLE
| 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× | ||
| Q1 24 | — | 0.01× |
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 | $13.6M | $11.4M |
| 自由现金流经营现金流 - 资本支出 | $11.7M | $9.8M |
| 自由现金流率自由现金流/营收 | 8.1% | 10.8% |
| 资本支出强度资本支出/营收 | 1.3% | 1.7% |
| 现金转化率经营现金流/净利润 | 2.12× | 2.11× |
| 过去12个月自由现金流最近4个季度 | $49.7M | $-29.1M |
8季度趋势，按日历期对齐
经营现金流ALNTASLE
| Q4 25 | $13.6M | $11.4M | ||
| Q3 25 | $4.7M | $-8.9M | ||
| Q2 25 | $24.5M | $19.8M | ||
| Q1 25 | $13.9M | $-45.2M | ||
| Q4 24 | $12.4M | $37.5M | ||
| Q3 24 | $12.1M | $10.4M | ||
| Q2 24 | $8.2M | $-15.3M | ||
| Q1 24 | $9.2M | $-21.5M |
自由现金流ALNTASLE
| Q4 25 | $11.7M | $9.8M | ||
| Q3 25 | $2.8M | $-9.8M | ||
| Q2 25 | $22.4M | $18.6M | ||
| Q1 25 | $12.9M | $-47.6M | ||
| Q4 24 | $9.6M | $32.3M | ||
| Q3 24 | $10.5M | $8.9M | ||
| Q2 24 | $5.8M | $-18.9M | ||
| Q1 24 | $6.2M | $-25.0M |
自由现金流率ALNTASLE
| Q4 25 | 8.1% | 10.8% | ||
| Q3 25 | 2.0% | -13.8% | ||
| Q2 25 | 16.0% | 17.3% | ||
| Q1 25 | 9.7% | -72.4% | ||
| Q4 24 | 7.9% | 34.0% | ||
| Q3 24 | 8.4% | 10.7% | ||
| Q2 24 | 4.3% | -24.6% | ||
| Q1 24 | 4.2% | -27.7% |
资本支出强度ALNTASLE
| Q4 25 | 1.3% | 1.7% | ||
| Q3 25 | 1.4% | 1.3% | ||
| Q2 25 | 1.5% | 1.1% | ||
| Q1 25 | 0.8% | 3.7% | ||
| Q4 24 | 2.3% | 5.6% | ||
| Q3 24 | 1.3% | 1.9% | ||
| Q2 24 | 1.7% | 4.7% | ||
| Q1 24 | 2.0% | 3.9% |
现金转化率ALNTASLE
| Q4 25 | 2.12× | 2.11× | ||
| Q3 25 | 0.72× | — | ||
| Q2 25 | 4.36× | 2.31× | ||
| Q1 25 | 3.92× | — | ||
| Q4 24 | 4.11× | 13.89× | ||
| Q3 24 | 5.75× | 20.52× | ||
| Q2 24 | 7.13× | — | ||
| Q1 24 | 1.33× | -3.42× |
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
ALNT
| Industrial And Electronics | $69.5M | 48% |
| Vehicle | $25.7M | 18% |
| Other | $20.9M | 15% |
| Aerospace And Defense | $20.6M | 14% |
| Distribution And Other Target Market | $6.7M | 5% |
ASLE
| Products | $57.8M | 64% |
| Maintenance | $23.2M | 26% |
| Leasing Arrangements | $9.9M | 11% |
