vs
英美资源集团（AMSC）与AerSale Corp（ASLE）财务数据对比。点击上方公司名可切换其他公司
AerSale Corp的季度营收约是英美资源集团的1.2倍（$90.9M vs $74.5M），英美资源集团净利率更高（158.1% vs 5.9%，领先152.1%），英美资源集团同比增速更快（21.4% vs -4.0%），AerSale Corp自由现金流更多（$9.8M vs $2.4M），过去两年英美资源集团的营收复合增速更高（33.2% vs 0.2%）
英美资源集团是一家总部位于英国伦敦的跨国矿业企业，是全球最大的铂金生产商，产量约占全球总产出的40%，同时也是钻石、铜、镍、铁矿石、多卤石、炼焦煤的主要供应商，业务布局覆盖非洲、亚洲、大洋洲、欧洲、南北美洲多个地区。
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。
AMSC vs ASLE — 直观对比
营收规模更大
ASLE
是对方的1.2倍
$74.5M
营收增速更快
AMSC
高出25.4%
-4.0%
净利率更高
AMSC
高出152.1%
5.9%
自由现金流更多
ASLE
多$7.4M
$2.4M
两年增速更快
AMSC
近两年复合增速
0.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $74.5M | $90.9M |
| 净利润 | $117.8M | $5.4M |
| 毛利率 | 30.7% | 34.1% |
| 营业利润率 | 4.5% | 7.8% |
| 净利率 | 158.1% | 5.9% |
| 营收同比 | 21.4% | -4.0% |
| 净利润同比 | 4679.1% | 99.7% |
| 每股收益（稀释后） | $2.62 | $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AMSCASLE
| Q4 25 | $74.5M | $90.9M | ||
| Q3 25 | $65.9M | $71.2M | ||
| Q2 25 | $72.4M | $107.4M | ||
| Q1 25 | $66.7M | $65.8M | ||
| Q4 24 | $61.4M | $94.7M | ||
| Q3 24 | $54.5M | $82.7M | ||
| Q2 24 | $40.3M | $77.1M | ||
| Q1 24 | $42.0M | $90.5M |
净利润AMSCASLE
| Q4 25 | $117.8M | $5.4M | ||
| Q3 25 | $4.8M | $-120.0K | ||
| Q2 25 | $6.7M | $8.6M | ||
| Q1 25 | $1.2M | $-5.3M | ||
| Q4 24 | $2.5M | $2.7M | ||
| Q3 24 | $4.9M | $509.0K | ||
| Q2 24 | $-2.5M | $-3.6M | ||
| Q1 24 | $-1.6M | $6.3M |
毛利率AMSCASLE
| Q4 25 | 30.7% | 34.1% | ||
| Q3 25 | 31.0% | 30.2% | ||
| Q2 25 | 33.8% | 32.9% | ||
| Q1 25 | 26.5% | 27.3% | ||
| Q4 24 | 26.6% | 31.4% | ||
| Q3 24 | 28.7% | 28.6% | ||
| Q2 24 | 30.3% | 28.2% | ||
| Q1 24 | 24.8% | 31.8% |
营业利润率AMSCASLE
| Q4 25 | 4.5% | 7.8% | ||
| Q3 25 | 4.5% | 4.0% | ||
| Q2 25 | 7.8% | 11.7% | ||
| Q1 25 | 2.5% | -10.1% | ||
| Q4 24 | 2.1% | 5.2% | ||
| Q3 24 | -1.4% | 2.4% | ||
| Q2 24 | -8.2% | -2.4% | ||
| Q1 24 | -5.3% | 5.2% |
净利率AMSCASLE
| Q4 25 | 158.1% | 5.9% | ||
| Q3 25 | 7.2% | -0.2% | ||
| Q2 25 | 9.3% | 8.0% | ||
| Q1 25 | 1.8% | -8.0% | ||
| Q4 24 | 4.0% | 2.9% | ||
| Q3 24 | 9.0% | 0.6% | ||
| Q2 24 | -6.3% | -4.7% | ||
| Q1 24 | -3.8% | 6.9% |
每股收益（稀释后）AMSCASLE
| Q4 25 | $2.62 | $0.10 | ||
| Q3 25 | $0.11 | $0.00 | ||
| Q2 25 | $0.17 | $0.18 | ||
| Q1 25 | $0.04 | $-0.10 | ||
| Q4 24 | $0.06 | $0.05 | ||
| Q3 24 | $0.13 | $0.01 | ||
| Q2 24 | $-0.07 | $-0.07 | ||
| Q1 24 | $-0.03 | $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 | $141.1M | $4.4M |
| 总债务越低越好 | — | $1.3M |
| 股东权益账面价值 | $536.8M | $424.4M |
| 总资产 | $719.5M | $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AMSCASLE
| Q4 25 | $141.1M | $4.4M | ||
| Q3 25 | $212.9M | $5.3M | ||
| Q2 25 | $207.9M | $5.7M | ||
| Q1 25 | $79.5M | $4.7M | ||
| Q4 24 | $75.2M | $4.7M | ||
| Q3 24 | $72.1M | $9.8M | ||
| Q2 24 | $93.5M | $4.3M | ||
| Q1 24 | $90.5M | $2.6M |
总债务AMSCASLE
| 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AMSCASLE
| Q4 25 | $536.8M | $424.4M | ||
| Q3 25 | $342.2M | $417.1M | ||
| Q2 25 | $333.1M | $415.9M | ||
| Q1 25 | $197.1M | $406.5M | ||
| Q4 24 | $192.7M | $455.6M | ||
| Q3 24 | $187.0M | $451.5M | ||
| Q2 24 | $143.3M | $449.8M | ||
| Q1 24 | $144.6M | $452.0M |
总资产AMSCASLE
| Q4 25 | $719.5M | $640.5M | ||
| Q3 25 | $445.6M | $646.3M | ||
| Q2 25 | $452.8M | $646.7M | ||
| Q1 25 | $310.5M | $646.1M | ||
| Q4 24 | $310.3M | $604.7M | ||
| Q3 24 | $298.4M | $601.5M | ||
| Q2 24 | $240.1M | $598.7M | ||
| Q1 24 | $232.8M | $571.7M |
负债/权益比AMSCASLE
| 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 | $3.2M | $11.4M |
| 自由现金流经营现金流 - 资本支出 | $2.4M | $9.8M |
| 自由现金流率自由现金流/营收 | 3.2% | 10.8% |
| 资本支出强度资本支出/营收 | 1.2% | 1.7% |
| 现金转化率经营现金流/净利润 | 0.03× | 2.11× |
| 过去12个月自由现金流最近4个季度 | $16.0M | $-29.1M |
8季度趋势，按日历期对齐
经营现金流AMSCASLE
| Q4 25 | $3.2M | $11.4M | ||
| Q3 25 | $6.5M | $-8.9M | ||
| Q2 25 | $4.1M | $19.8M | ||
| Q1 25 | $6.3M | $-45.2M | ||
| Q4 24 | $5.9M | $37.5M | ||
| Q3 24 | $12.7M | $10.4M | ||
| Q2 24 | $3.4M | $-15.3M | ||
| Q1 24 | $2.2M | $-21.5M |
自由现金流AMSCASLE
| Q4 25 | $2.4M | $9.8M | ||
| Q3 25 | $5.1M | $-9.8M | ||
| Q2 25 | $3.3M | $18.6M | ||
| Q1 25 | $5.3M | $-47.6M | ||
| Q4 24 | $5.3M | $32.3M | ||
| Q3 24 | $12.1M | $8.9M | ||
| Q2 24 | $3.1M | $-18.9M | ||
| Q1 24 | $1.9M | $-25.0M |
自由现金流率AMSCASLE
| Q4 25 | 3.2% | 10.8% | ||
| Q3 25 | 7.7% | -13.8% | ||
| Q2 25 | 4.6% | 17.3% | ||
| Q1 25 | 7.9% | -72.4% | ||
| Q4 24 | 8.7% | 34.0% | ||
| Q3 24 | 22.3% | 10.7% | ||
| Q2 24 | 7.8% | -24.6% | ||
| Q1 24 | 4.6% | -27.7% |
资本支出强度AMSCASLE
| Q4 25 | 1.2% | 1.7% | ||
| Q3 25 | 2.1% | 1.3% | ||
| Q2 25 | 1.1% | 1.1% | ||
| Q1 25 | 1.6% | 3.7% | ||
| Q4 24 | 0.9% | 5.6% | ||
| Q3 24 | 1.1% | 1.9% | ||
| Q2 24 | 0.7% | 4.7% | ||
| Q1 24 | 0.7% | 3.9% |
现金转化率AMSCASLE
| Q4 25 | 0.03× | 2.11× | ||
| Q3 25 | 1.37× | — | ||
| Q2 25 | 0.61× | 2.31× | ||
| Q1 25 | 5.22× | — | ||
| Q4 24 | 2.38× | 13.89× | ||
| Q3 24 | 2.60× | 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
AMSC
| Equipment And Systems | $56.0M | 75% |
| Megatran | $14.1M | 19% |
| Comtrafo Industria De Transformadores Eletricos SA | $4.6M | 6% |
ASLE
| Products | $57.8M | 64% |
| Maintenance | $23.2M | 26% |
| Leasing Arrangements | $9.9M | 11% |
