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亚马逊（AMZN）与AerSale Corp（ASLE）财务数据对比。点击上方公司名可切换其他公司
亚马逊的季度营收约是AerSale Corp的2346.5倍（$213.4B vs $90.9M）。亚马逊净利率更高（9.9% vs 5.9%，领先4.0%）。亚马逊同比增速更快（13.6% vs -4.0%）。亚马逊自由现金流更多（$14.9B vs $9.8M）。过去两年亚马逊的营收复合增速更高（22.0% vs 0.2%）
亚马逊是全球知名的综合电商与科技企业，业务覆盖北美及全球多个地区，设有北美零售、国际零售、亚马逊云科技（AWS）三大业务板块。除运营线上线下零售渠道、提供消费商品售卖与订阅服务外，也为第三方卖家提供销售平台，还自主研发销售Kindle、Fire平板等电子设备。
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。
AMZN vs ASLE — 直观对比
营收规模更大
AMZN
是对方的2346.5倍
$90.9M
营收增速更快
AMZN
高出17.6%
-4.0%
净利率更高
AMZN
高出4.0%
5.9%
自由现金流更多
AMZN
多$14.9B
$9.8M
两年增速更快
AMZN
近两年复合增速
0.2%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $213.4B | $90.9M |
| 净利润 | $21.2B | $5.4M |
| 毛利率 | 48.5% | 34.1% |
| 营业利润率 | 11.7% | 7.8% |
| 净利率 | 9.9% | 5.9% |
| 营收同比 | 13.6% | -4.0% |
| 净利润同比 | 5.9% | 99.7% |
| 每股收益（稀释后） | $1.95 | $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AMZNASLE
| Q4 25 | $213.4B | $90.9M | ||
| Q3 25 | $180.2B | $71.2M | ||
| Q2 25 | $167.7B | $107.4M | ||
| Q1 25 | $155.7B | $65.8M | ||
| Q4 24 | $187.8B | $94.7M | ||
| Q3 24 | $158.9B | $82.7M | ||
| Q2 24 | $148.0B | $77.1M | ||
| Q1 24 | $143.3B | $90.5M |
净利润AMZNASLE
| Q4 25 | $21.2B | $5.4M | ||
| Q3 25 | $21.2B | $-120.0K | ||
| Q2 25 | $18.2B | $8.6M | ||
| Q1 25 | $17.1B | $-5.3M | ||
| Q4 24 | $20.0B | $2.7M | ||
| Q3 24 | $15.3B | $509.0K | ||
| Q2 24 | $13.5B | $-3.6M | ||
| Q1 24 | $10.4B | $6.3M |
毛利率AMZNASLE
| Q4 25 | 48.5% | 34.1% | ||
| Q3 25 | 50.8% | 30.2% | ||
| Q2 25 | 51.8% | 32.9% | ||
| Q1 25 | 50.6% | 27.3% | ||
| Q4 24 | 47.3% | 31.4% | ||
| Q3 24 | 49.0% | 28.6% | ||
| Q2 24 | 50.1% | 28.2% | ||
| Q1 24 | 49.3% | 31.8% |
营业利润率AMZNASLE
| Q4 25 | 11.7% | 7.8% | ||
| Q3 25 | 9.7% | 4.0% | ||
| Q2 25 | 11.4% | 11.7% | ||
| Q1 25 | 11.8% | -10.1% | ||
| Q4 24 | 11.3% | 5.2% | ||
| Q3 24 | 11.0% | 2.4% | ||
| Q2 24 | 9.9% | -2.4% | ||
| Q1 24 | 10.7% | 5.2% |
净利率AMZNASLE
| Q4 25 | 9.9% | 5.9% | ||
| Q3 25 | 11.8% | -0.2% | ||
| Q2 25 | 10.8% | 8.0% | ||
| Q1 25 | 11.0% | -8.0% | ||
| Q4 24 | 10.7% | 2.9% | ||
| Q3 24 | 9.6% | 0.6% | ||
| Q2 24 | 9.1% | -4.7% | ||
| Q1 24 | 7.3% | 6.9% |
每股收益（稀释后）AMZNASLE
| Q4 25 | $1.95 | $0.10 | ||
| Q3 25 | $1.95 | $0.00 | ||
| Q2 25 | $1.68 | $0.18 | ||
| Q1 25 | $1.59 | $-0.10 | ||
| Q4 24 | $1.86 | $0.05 | ||
| Q3 24 | $1.43 | $0.01 | ||
| Q2 24 | $1.26 | $-0.07 | ||
| Q1 24 | $0.98 | $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 | $123.0B | $4.4M |
| 总债务越低越好 | $68.8B | $1.3M |
| 股东权益账面价值 | $411.1B | $424.4M |
| 总资产 | $818.0B | $640.5M |
| 负债/权益比越低杠杆越低 | 0.17× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资AMZNASLE
| Q4 25 | $123.0B | $4.4M | ||
| Q3 25 | $94.2B | $5.3M | ||
| Q2 25 | $93.2B | $5.7M | ||
| Q1 25 | $94.6B | $4.7M | ||
| Q4 24 | $101.2B | $4.7M | ||
| Q3 24 | $88.1B | $9.8M | ||
| Q2 24 | $89.1B | $4.3M | ||
| Q1 24 | $85.1B | $2.6M |
总债务AMZNASLE
| Q4 25 | $68.8B | $1.3M | ||
| Q3 25 | $55.1B | $1.5M | ||
| Q2 25 | $56.1B | $907.0K | ||
| Q1 25 | $58.8B | $1.1M | ||
| Q4 24 | $58.0B | $1.2M | ||
| Q3 24 | $60.5B | $376.0K | ||
| Q2 24 | $62.7B | $522.0K | ||
| Q1 24 | $66.9B | $3.5M |
股东权益AMZNASLE
| Q4 25 | $411.1B | $424.4M | ||
| Q3 25 | $369.6B | $417.1M | ||
| Q2 25 | $333.8B | $415.9M | ||
| Q1 25 | $305.9B | $406.5M | ||
| Q4 24 | $286.0B | $455.6M | ||
| Q3 24 | $259.2B | $451.5M | ||
| Q2 24 | $236.4B | $449.8M | ||
| Q1 24 | $216.7B | $452.0M |
总资产AMZNASLE
| Q4 25 | $818.0B | $640.5M | ||
| Q3 25 | $727.9B | $646.3M | ||
| Q2 25 | $682.2B | $646.7M | ||
| Q1 25 | $643.3B | $646.1M | ||
| Q4 24 | $624.9B | $604.7M | ||
| Q3 24 | $584.6B | $601.5M | ||
| Q2 24 | $554.8B | $598.7M | ||
| Q1 24 | $531.0B | $571.7M |
负债/权益比AMZNASLE
| Q4 25 | 0.17× | 0.00× | ||
| Q3 25 | 0.15× | 0.00× | ||
| Q2 25 | 0.17× | 0.00× | ||
| Q1 25 | 0.19× | 0.00× | ||
| Q4 24 | 0.20× | 0.00× | ||
| Q3 24 | 0.23× | 0.00× | ||
| Q2 24 | 0.27× | 0.00× | ||
| Q1 24 | 0.31× | 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 | $54.5B | $11.4M |
| 自由现金流经营现金流 - 资本支出 | $14.9B | $9.8M |
| 自由现金流率自由现金流/营收 | 7.0% | 10.8% |
| 资本支出强度资本支出/营收 | 18.5% | 1.7% |
| 现金转化率经营现金流/净利润 | 2.57× | 2.11× |
| 过去12个月自由现金流最近4个季度 | $7.7B | $-29.1M |
8季度趋势，按日历期对齐
经营现金流AMZNASLE
| Q4 25 | $54.5B | $11.4M | ||
| Q3 25 | $35.5B | $-8.9M | ||
| Q2 25 | $32.5B | $19.8M | ||
| Q1 25 | $17.0B | $-45.2M | ||
| Q4 24 | $45.6B | $37.5M | ||
| Q3 24 | $26.0B | $10.4M | ||
| Q2 24 | $25.3B | $-15.3M | ||
| Q1 24 | $19.0B | $-21.5M |
自由现金流AMZNASLE
| Q4 25 | $14.9B | $9.8M | ||
| Q3 25 | $430.0M | $-9.8M | ||
| Q2 25 | $332.0M | $18.6M | ||
| Q1 25 | $-8.0B | $-47.6M | ||
| Q4 24 | $17.8B | $32.3M | ||
| Q3 24 | $3.4B | $8.9M | ||
| Q2 24 | $7.7B | $-18.9M | ||
| Q1 24 | $4.1B | $-25.0M |
自由现金流率AMZNASLE
| Q4 25 | 7.0% | 10.8% | ||
| Q3 25 | 0.2% | -13.8% | ||
| Q2 25 | 0.2% | 17.3% | ||
| Q1 25 | -5.1% | -72.4% | ||
| Q4 24 | 9.5% | 34.0% | ||
| Q3 24 | 2.1% | 10.7% | ||
| Q2 24 | 5.2% | -24.6% | ||
| Q1 24 | 2.8% | -27.7% |
资本支出强度AMZNASLE
| Q4 25 | 18.5% | 1.7% | ||
| Q3 25 | 19.5% | 1.3% | ||
| Q2 25 | 19.2% | 1.1% | ||
| Q1 25 | 16.1% | 3.7% | ||
| Q4 24 | 14.8% | 5.6% | ||
| Q3 24 | 14.2% | 1.9% | ||
| Q2 24 | 11.9% | 4.7% | ||
| Q1 24 | 10.4% | 3.9% |
现金转化率AMZNASLE
| Q4 25 | 2.57× | 2.11× | ||
| Q3 25 | 1.68× | — | ||
| Q2 25 | 1.79× | 2.31× | ||
| Q1 25 | 0.99× | — | ||
| Q4 24 | 2.28× | 13.89× | ||
| Q3 24 | 1.69× | 20.52× | ||
| Q2 24 | 1.87× | — | ||
| Q1 24 | 1.82× | -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
AMZN
| Products | $90.0B | 42% |
| Third Party Seller Services | $52.8B | 25% |
| Other | $49.9B | 23% |
| Subscription Services | $13.1B | 6% |
| Physical Stores | $5.9B | 3% |
| Other Services | $1.7B | 1% |
ASLE
| Products | $57.8M | 64% |
| Maintenance | $23.2M | 26% |
| Leasing Arrangements | $9.9M | 11% |
