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Amplitude, Inc.（AMPL）与AerSale Corp（ASLE）财务数据对比。点击上方公司名可切换其他公司
Amplitude, Inc.的季度营收约是AerSale Corp的1.0倍（$91.4M vs $90.9M），AerSale Corp净利率更高（5.9% vs -19.3%，领先25.2%），Amplitude, Inc.同比增速更快（17.0% vs -4.0%），Amplitude, Inc.自由现金流更多（$12.7M vs $9.8M），过去两年Amplitude, Inc.的营收复合增速更高（12.2% vs 0.2%）
Amplitude是一家美国企业，专注于研发数字分析软件，能够帮助企业梳理用户行为数据、优化产品决策与数字化运营体验。该公司于2021年9月28日在纳斯达克交易所挂牌上市，股票代码为AMPL。
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。
AMPL vs ASLE — 直观对比
营收规模更大
AMPL
是对方的1.0倍
$90.9M
营收增速更快
AMPL
高出21.0%
-4.0%
净利率更高
ASLE
高出25.2%
-19.3%
自由现金流更多
AMPL
多$2.9M
$9.8M
两年增速更快
AMPL
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $91.4M | $90.9M |
| 净利润 | $-17.7M | $5.4M |
| 毛利率 | 74.6% | 34.1% |
| 营业利润率 | -18.3% | 7.8% |
| 净利率 | -19.3% | 5.9% |
| 营收同比 | 17.0% | -4.0% |
| 净利润同比 | 45.8% | 99.7% |
| 每股收益（稀释后） | $-0.13 | $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AMPLASLE
| Q4 25 | $91.4M | $90.9M | ||
| Q3 25 | $88.6M | $71.2M | ||
| Q2 25 | $83.3M | $107.4M | ||
| Q1 25 | $80.0M | $65.8M | ||
| Q4 24 | $78.1M | $94.7M | ||
| Q3 24 | $75.2M | $82.7M | ||
| Q2 24 | $73.3M | $77.1M | ||
| Q1 24 | $72.6M | $90.5M |
净利润AMPLASLE
| Q4 25 | $-17.7M | $5.4M | ||
| Q3 25 | $-24.0M | $-120.0K | ||
| Q2 25 | $-24.7M | $8.6M | ||
| Q1 25 | $-22.2M | $-5.3M | ||
| Q4 24 | $-32.6M | $2.7M | ||
| Q3 24 | $-16.9M | $509.0K | ||
| Q2 24 | $-23.4M | $-3.6M | ||
| Q1 24 | $-21.5M | $6.3M |
毛利率AMPLASLE
| Q4 25 | 74.6% | 34.1% | ||
| Q3 25 | 73.9% | 30.2% | ||
| Q2 25 | 72.6% | 32.9% | ||
| Q1 25 | 74.7% | 27.3% | ||
| Q4 24 | 74.7% | 31.4% | ||
| Q3 24 | 75.1% | 28.6% | ||
| Q2 24 | 73.4% | 28.2% | ||
| Q1 24 | 74.0% | 31.8% |
营业利润率AMPLASLE
| Q4 25 | -18.3% | 7.8% | ||
| Q3 25 | -26.0% | 4.0% | ||
| Q2 25 | -29.0% | 11.7% | ||
| Q1 25 | -26.8% | -10.1% | ||
| Q4 24 | -41.2% | 5.2% | ||
| Q3 24 | -21.4% | 2.4% | ||
| Q2 24 | -31.7% | -2.4% | ||
| Q1 24 | -29.0% | 5.2% |
净利率AMPLASLE
| Q4 25 | -19.3% | 5.9% | ||
| Q3 25 | -27.1% | -0.2% | ||
| Q2 25 | -29.6% | 8.0% | ||
| Q1 25 | -27.8% | -8.0% | ||
| Q4 24 | -41.7% | 2.9% | ||
| Q3 24 | -22.4% | 0.6% | ||
| Q2 24 | -31.9% | -4.7% | ||
| Q1 24 | -29.5% | 6.9% |
每股收益（稀释后）AMPLASLE
| Q4 25 | $-0.13 | $0.10 | ||
| Q3 25 | $-0.18 | $0.00 | ||
| Q2 25 | $-0.19 | $0.18 | ||
| Q1 25 | $-0.17 | $-0.10 | ||
| Q4 24 | $-0.25 | $0.05 | ||
| Q3 24 | $-0.14 | $0.01 | ||
| Q2 24 | $-0.19 | $-0.07 | ||
| Q1 24 | $-0.18 | $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 | $192.0M | $4.4M |
| 总债务越低越好 | — | $1.3M |
| 股东权益账面价值 | $245.3M | $424.4M |
| 总资产 | $420.7M | $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AMPLASLE
| Q4 25 | $192.0M | $4.4M | ||
| Q3 25 | $189.2M | $5.3M | ||
| Q2 25 | $208.1M | $5.7M | ||
| Q1 25 | $209.0M | $4.7M | ||
| Q4 24 | $241.1M | $4.7M | ||
| Q3 24 | $319.9M | $9.8M | ||
| Q2 24 | $318.3M | $4.3M | ||
| Q1 24 | $316.1M | $2.6M |
总债务AMPLASLE
| 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AMPLASLE
| Q4 25 | $245.3M | $424.4M | ||
| Q3 25 | $262.2M | $417.1M | ||
| Q2 25 | $279.5M | $415.9M | ||
| Q1 25 | $289.5M | $406.5M | ||
| Q4 24 | $296.6M | $455.6M | ||
| Q3 24 | $290.0M | $451.5M | ||
| Q2 24 | $287.3M | $449.8M | ||
| Q1 24 | $289.2M | $452.0M |
总资产AMPLASLE
| Q4 25 | $420.7M | $640.5M | ||
| Q3 25 | $438.1M | $646.3M | ||
| Q2 25 | $456.6M | $646.7M | ||
| Q1 25 | $445.8M | $646.1M | ||
| Q4 24 | $445.9M | $604.7M | ||
| Q3 24 | $445.6M | $601.5M | ||
| Q2 24 | $445.4M | $598.7M | ||
| Q1 24 | $437.9M | $571.7M |
负债/权益比AMPLASLE
| 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 | $12.8M | $11.4M |
| 自由现金流经营现金流 - 资本支出 | $12.7M | $9.8M |
| 自由现金流率自由现金流/营收 | 13.8% | 10.8% |
| 资本支出强度资本支出/营收 | 0.2% | 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 | $28.2M | $-29.1M |
8季度趋势，按日历期对齐
经营现金流AMPLASLE
| Q4 25 | $12.8M | $11.4M | ||
| Q3 25 | $5.0M | $-8.9M | ||
| Q2 25 | $20.1M | $19.8M | ||
| Q1 25 | $-8.0M | $-45.2M | ||
| Q4 24 | $3.2M | $37.5M | ||
| Q3 24 | $6.2M | $10.4M | ||
| Q2 24 | $9.2M | $-15.3M | ||
| Q1 24 | $-48.0K | $-21.5M |
自由现金流AMPLASLE
| Q4 25 | $12.7M | $9.8M | ||
| Q3 25 | $4.5M | $-9.8M | ||
| Q2 25 | $19.5M | $18.6M | ||
| Q1 25 | $-8.5M | $-47.6M | ||
| Q4 24 | $2.4M | $32.3M | ||
| Q3 24 | $6.2M | $8.9M | ||
| Q2 24 | $8.6M | $-18.9M | ||
| Q1 24 | $-405.0K | $-25.0M |
自由现金流率AMPLASLE
| Q4 25 | 13.8% | 10.8% | ||
| Q3 25 | 5.1% | -13.8% | ||
| Q2 25 | 23.4% | 17.3% | ||
| Q1 25 | -10.6% | -72.4% | ||
| Q4 24 | 3.1% | 34.0% | ||
| Q3 24 | 8.2% | 10.7% | ||
| Q2 24 | 11.8% | -24.6% | ||
| Q1 24 | -0.6% | -27.7% |
资本支出强度AMPLASLE
| Q4 25 | 0.2% | 1.7% | ||
| Q3 25 | 0.5% | 1.3% | ||
| Q2 25 | 0.6% | 1.1% | ||
| Q1 25 | 0.5% | 3.7% | ||
| Q4 24 | 1.0% | 5.6% | ||
| Q3 24 | 0.0% | 1.9% | ||
| Q2 24 | 0.8% | 4.7% | ||
| Q1 24 | 0.5% | 3.9% |
现金转化率AMPLASLE
| Q4 25 | — | 2.11× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.31× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 13.89× | ||
| Q3 24 | — | 20.52× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -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
AMPL
| US | $55.8M | 61% |
| International | $35.7M | 39% |
ASLE
| Products | $57.8M | 64% |
| Maintenance | $23.2M | 26% |
| Leasing Arrangements | $9.9M | 11% |
