vs
Armour Residential REIT, Inc.（ARR）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Armour Residential REIT, Inc.的1.8倍（$90.9M vs $50.4M），Armour Residential REIT, Inc.净利率更高（420.2% vs 5.9%，领先414.3%），Armour Residential REIT, Inc.同比增速更快（297.9% vs -4.0%），过去两年Armour Residential REIT, Inc.的营收复合增速更高（108.0% vs 0.2%）
Armour Residential REIT, Inc.是一家总部位于美国的房地产投资信托企业，主要投资由美国政府支持机构担保的机构级住宅抵押贷款支持证券，通过专业资产管理和风险管控为股东创造长期稳定的净收益。
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。
ARR vs ASLE — 直观对比
营收规模更大
ASLE
是对方的1.8倍
$50.4M
营收增速更快
ARR
高出301.9%
-4.0%
净利率更高
ARR
高出414.3%
5.9%
两年增速更快
ARR
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $50.4M | $90.9M |
| 净利润 | $211.7M | $5.4M |
| 毛利率 | — | 34.1% |
| 营业利润率 | — | 7.8% |
| 净利率 | 420.2% | 5.9% |
| 营收同比 | 297.9% | -4.0% |
| 净利润同比 | 555.9% | 99.7% |
| 每股收益（稀释后） | $2.43 | $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ARRASLE
| Q4 25 | $50.4M | $90.9M | ||
| Q3 25 | $38.5M | $71.2M | ||
| Q2 25 | $33.1M | $107.4M | ||
| Q1 25 | $36.3M | $65.8M | ||
| Q4 24 | $12.7M | $94.7M | ||
| Q3 24 | — | $82.7M | ||
| Q2 24 | $7.0M | $77.1M | ||
| Q1 24 | — | $90.5M |
净利润ARRASLE
| Q4 25 | $211.7M | $5.4M | ||
| Q3 25 | $159.3M | $-120.0K | ||
| Q2 25 | $-75.6M | $8.6M | ||
| Q1 25 | $27.3M | $-5.3M | ||
| Q4 24 | $-46.4M | $2.7M | ||
| Q3 24 | — | $509.0K | ||
| Q2 24 | $-48.4M | $-3.6M | ||
| Q1 24 | — | $6.3M |
毛利率ARRASLE
| Q4 25 | — | 34.1% | ||
| Q3 25 | — | 30.2% | ||
| Q2 25 | — | 32.9% | ||
| Q1 25 | — | 27.3% | ||
| Q4 24 | — | 31.4% | ||
| Q3 24 | — | 28.6% | ||
| Q2 24 | — | 28.2% | ||
| Q1 24 | — | 31.8% |
营业利润率ARRASLE
| Q4 25 | — | 7.8% | ||
| Q3 25 | — | 4.0% | ||
| Q2 25 | — | 11.7% | ||
| Q1 25 | — | -10.1% | ||
| Q4 24 | — | 5.2% | ||
| Q3 24 | — | 2.4% | ||
| Q2 24 | — | -2.4% | ||
| Q1 24 | — | 5.2% |
净利率ARRASLE
| Q4 25 | 420.2% | 5.9% | ||
| Q3 25 | 413.5% | -0.2% | ||
| Q2 25 | -228.4% | 8.0% | ||
| Q1 25 | 75.2% | -8.0% | ||
| Q4 24 | -366.8% | 2.9% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | -693.8% | -4.7% | ||
| Q1 24 | — | 6.9% |
每股收益（稀释后）ARRASLE
| Q4 25 | $2.43 | $0.10 | ||
| Q3 25 | $1.49 | $0.00 | ||
| Q2 25 | $-0.94 | $0.18 | ||
| Q1 25 | $0.32 | $-0.10 | ||
| Q4 24 | $-0.91 | $0.05 | ||
| Q3 24 | — | $0.01 | ||
| Q2 24 | $-1.05 | $-0.07 | ||
| Q1 24 | — | $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 | $63.3M | $4.4M |
| 总债务越低越好 | — | $1.3M |
| 股东权益账面价值 | $2.3B | $424.4M |
| 总资产 | $21.0B | $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ARRASLE
| Q4 25 | $63.3M | $4.4M | ||
| Q3 25 | $44.2M | $5.3M | ||
| Q2 25 | $141.2M | $5.7M | ||
| Q1 25 | $49.1M | $4.7M | ||
| Q4 24 | $68.0M | $4.7M | ||
| Q3 24 | — | $9.8M | ||
| Q2 24 | $126.6M | $4.3M | ||
| Q1 24 | — | $2.6M |
总债务ARRASLE
| 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ARRASLE
| Q4 25 | $2.3B | $424.4M | ||
| Q3 25 | $2.1B | $417.1M | ||
| Q2 25 | $1.7B | $415.9M | ||
| Q1 25 | $1.7B | $406.5M | ||
| Q4 24 | $1.4B | $455.6M | ||
| Q3 24 | — | $451.5M | ||
| Q2 24 | $1.2B | $449.8M | ||
| Q1 24 | — | $452.0M |
总资产ARRASLE
| Q4 25 | $21.0B | $640.5M | ||
| Q3 25 | $19.4B | $646.3M | ||
| Q2 25 | $16.2B | $646.7M | ||
| Q1 25 | $15.5B | $646.1M | ||
| Q4 24 | $13.5B | $604.7M | ||
| Q3 24 | — | $601.5M | ||
| Q2 24 | $10.1B | $598.7M | ||
| Q1 24 | — | $571.7M |
负债/权益比ARRASLE
| 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 | $124.2M | $11.4M |
| 自由现金流经营现金流 - 资本支出 | — | $9.8M |
| 自由现金流率自由现金流/营收 | — | 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 | 0.59× | 2.11× |
| 过去12个月自由现金流最近4个季度 | — | $-29.1M |
8季度趋势，按日历期对齐
经营现金流ARRASLE
| Q4 25 | $124.2M | $11.4M | ||
| Q3 25 | $-37.8M | $-8.9M | ||
| Q2 25 | $25.0M | $19.8M | ||
| Q1 25 | $101.5M | $-45.2M | ||
| Q4 24 | $261.5M | $37.5M | ||
| Q3 24 | — | $10.4M | ||
| Q2 24 | $27.1M | $-15.3M | ||
| Q1 24 | — | $-21.5M |
自由现金流ARRASLE
| Q4 25 | — | $9.8M | ||
| Q3 25 | — | $-9.8M | ||
| Q2 25 | — | $18.6M | ||
| Q1 25 | — | $-47.6M | ||
| Q4 24 | — | $32.3M | ||
| Q3 24 | — | $8.9M | ||
| Q2 24 | — | $-18.9M | ||
| Q1 24 | — | $-25.0M |
自由现金流率ARRASLE
| Q4 25 | — | 10.8% | ||
| Q3 25 | — | -13.8% | ||
| Q2 25 | — | 17.3% | ||
| Q1 25 | — | -72.4% | ||
| Q4 24 | — | 34.0% | ||
| Q3 24 | — | 10.7% | ||
| Q2 24 | — | -24.6% | ||
| Q1 24 | — | -27.7% |
资本支出强度ARRASLE
| Q4 25 | — | 1.7% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 3.7% | ||
| Q4 24 | — | 5.6% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 4.7% | ||
| Q1 24 | — | 3.9% |
现金转化率ARRASLE
| Q4 25 | 0.59× | 2.11× | ||
| Q3 25 | -0.24× | — | ||
| Q2 25 | — | 2.31× | ||
| Q1 25 | 3.71× | — | ||
| 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
ARR
暂无分部数据
ASLE
| Products | $57.8M | 64% |
| Maintenance | $23.2M | 26% |
| Leasing Arrangements | $9.9M | 11% |
