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AerSale Corp（ASLE）与Babcock & Wilcox Enterprises, Inc.（BW）财务数据对比。点击上方公司名可切换其他公司
Babcock & Wilcox Enterprises, Inc.的季度营收约是AerSale Corp的1.2倍（$113.4M vs $90.9M），Babcock & Wilcox Enterprises, Inc.同比增速更快（0.6% vs -4.0%），AerSale Corp自由现金流更多（$9.8M vs $-7.2M），过去两年AerSale Corp的营收复合增速更高（0.2% vs -16.9%）
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。
巴布科克威尔科克斯企业有限公司是总部位于美国俄亥俄州阿克伦市的能源技术与服务供应商，业务遍布全球多个国际市场。从发展历史来看，该公司最广为人知的产品是蒸汽锅炉，在能源领域拥有悠久的运营经验和行业影响力。
ASLE vs BW — 直观对比
营收规模更大
BW
是对方的1.2倍
$90.9M
营收增速更快
BW
高出4.6%
-4.0%
自由现金流更多
ASLE
多$16.9M
$-7.2M
两年增速更快
ASLE
近两年复合增速
-16.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $113.4M |
| 净利润 | $5.4M | — |
| 毛利率 | 34.1% | 20.6% |
| 营业利润率 | 7.8% | 0.2% |
| 净利率 | 5.9% | — |
| 营收同比 | -4.0% | 0.6% |
| 净利润同比 | 99.7% | — |
| 每股收益（稀释后） | $0.10 | $0.11 |
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ASLEBW
| Q4 25 | $90.9M | $113.4M | ||
| Q3 25 | $71.2M | $149.0M | ||
| Q2 25 | $107.4M | $144.1M | ||
| Q1 25 | $65.8M | $181.2M | ||
| Q4 24 | $94.7M | $112.7M | ||
| Q3 24 | $82.7M | $152.6M | ||
| Q2 24 | $77.1M | $151.4M | ||
| Q1 24 | $90.5M | $164.3M |
净利润ASLEBW
| Q4 25 | $5.4M | — | ||
| Q3 25 | $-120.0K | $35.1M | ||
| Q2 25 | $8.6M | $-58.5M | ||
| Q1 25 | $-5.3M | $-22.0M | ||
| Q4 24 | $2.7M | $-63.1M | ||
| Q3 24 | $509.0K | $-5.3M | ||
| Q2 24 | $-3.6M | $25.4M | ||
| Q1 24 | $6.3M | $-16.8M |
毛利率ASLEBW
| Q4 25 | 34.1% | 20.6% | ||
| Q3 25 | 30.2% | 24.9% | ||
| Q2 25 | 32.9% | 30.0% | ||
| Q1 25 | 27.3% | 22.1% | ||
| Q4 24 | 31.4% | 16.7% | ||
| Q3 24 | 28.6% | 23.7% | ||
| Q2 24 | 28.2% | 21.8% | ||
| Q1 24 | 31.8% | 23.6% |
营业利润率ASLEBW
| Q4 25 | 7.8% | 0.2% | ||
| Q3 25 | 4.0% | 4.4% | ||
| Q2 25 | 11.7% | 5.6% | ||
| Q1 25 | -10.1% | 3.2% | ||
| Q4 24 | 5.2% | -8.1% | ||
| Q3 24 | 2.4% | 1.0% | ||
| Q2 24 | -2.4% | -2.9% | ||
| Q1 24 | 5.2% | 3.5% |
净利率ASLEBW
| Q4 25 | 5.9% | — | ||
| Q3 25 | -0.2% | 23.5% | ||
| Q2 25 | 8.0% | -40.6% | ||
| Q1 25 | -8.0% | -12.1% | ||
| Q4 24 | 2.9% | -56.0% | ||
| Q3 24 | 0.6% | -3.5% | ||
| Q2 24 | -4.7% | 16.8% | ||
| Q1 24 | 6.9% | -10.2% |
每股收益（稀释后）ASLEBW
| Q4 25 | $0.10 | $0.11 | ||
| Q3 25 | $0.00 | $0.30 | ||
| Q2 25 | $0.18 | $-0.63 | ||
| Q1 25 | $-0.10 | $-0.26 | ||
| Q4 24 | $0.05 | $-0.73 | ||
| Q3 24 | $0.01 | $-0.10 | ||
| Q2 24 | $-0.07 | $0.24 | ||
| Q1 24 | $0.12 | $-0.23 |
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 | $4.4M | $89.5M |
| 总债务越低越好 | $1.3M | — |
| 股东权益账面价值 | $424.4M | $-131.5M |
| 总资产 | $640.5M | $662.9M |
| 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ASLEBW
| Q4 25 | $4.4M | $89.5M | ||
| Q3 25 | $5.3M | $25.2M | ||
| Q2 25 | $5.7M | $23.4M | ||
| Q1 25 | $4.7M | $23.5M | ||
| Q4 24 | $4.7M | $26.9M | ||
| Q3 24 | $9.8M | $30.6M | ||
| Q2 24 | $4.3M | $95.5M | ||
| Q1 24 | $2.6M | $43.9M |
总债务ASLEBW
| 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ASLEBW
| Q4 25 | $424.4M | $-131.5M | ||
| Q3 25 | $417.1M | $-232.2M | ||
| Q2 25 | $415.9M | $-309.2M | ||
| Q1 25 | $406.5M | $-303.0M | ||
| Q4 24 | $455.6M | $-283.8M | ||
| Q3 24 | $451.5M | $-203.7M | ||
| Q2 24 | $449.8M | $-198.9M | ||
| Q1 24 | $452.0M | $-223.0M |
总资产ASLEBW
| Q4 25 | $640.5M | $662.9M | ||
| Q3 25 | $646.3M | $657.9M | ||
| Q2 25 | $646.7M | $703.5M | ||
| Q1 25 | $646.1M | $719.7M | ||
| Q4 24 | $604.7M | $727.0M | ||
| Q3 24 | $601.5M | $804.6M | ||
| Q2 24 | $598.7M | $849.1M | ||
| Q1 24 | $571.7M | $795.5M |
负债/权益比ASLEBW
| 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 | $11.4M | $-3.0M |
| 自由现金流经营现金流 - 资本支出 | $9.8M | $-7.2M |
| 自由现金流率自由现金流/营收 | 10.8% | -6.3% |
| 资本支出强度资本支出/营收 | 1.7% | 3.7% |
| 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 | $-29.1M | $-85.7M |
8季度趋势，按日历期对齐
经营现金流ASLEBW
| Q4 25 | $11.4M | $-3.0M | ||
| Q3 25 | $-8.9M | $-32.1M | ||
| Q2 25 | $19.8M | $-25.3M | ||
| Q1 25 | $-45.2M | $-8.5M | ||
| Q4 24 | $37.5M | $-22.5M | ||
| Q3 24 | $10.4M | $-69.5M | ||
| Q2 24 | $-15.3M | $-11.8M | ||
| Q1 24 | $-21.5M | $-14.9M |
自由现金流ASLEBW
| Q4 25 | $9.8M | $-7.2M | ||
| Q3 25 | $-9.8M | $-37.6M | ||
| Q2 25 | $18.6M | $-28.1M | ||
| Q1 25 | $-47.6M | $-12.8M | ||
| Q4 24 | $32.3M | $-23.6M | ||
| Q3 24 | $8.9M | $-71.6M | ||
| Q2 24 | $-18.9M | $-16.4M | ||
| Q1 24 | $-25.0M | $-18.3M |
自由现金流率ASLEBW
| Q4 25 | 10.8% | -6.3% | ||
| Q3 25 | -13.8% | -25.3% | ||
| Q2 25 | 17.3% | -19.5% | ||
| Q1 25 | -72.4% | -7.1% | ||
| Q4 24 | 34.0% | -20.9% | ||
| Q3 24 | 10.7% | -46.9% | ||
| Q2 24 | -24.6% | -10.8% | ||
| Q1 24 | -27.7% | -11.2% |
资本支出强度ASLEBW
| Q4 25 | 1.7% | 3.7% | ||
| Q3 25 | 1.3% | 3.7% | ||
| Q2 25 | 1.1% | 1.9% | ||
| Q1 25 | 3.7% | 2.4% | ||
| Q4 24 | 5.6% | 1.0% | ||
| Q3 24 | 1.9% | 1.4% | ||
| Q2 24 | 4.7% | 3.0% | ||
| Q1 24 | 3.9% | 2.1% |
现金转化率ASLEBW
| Q4 25 | 2.11× | — | ||
| Q3 25 | — | -0.92× | ||
| Q2 25 | 2.31× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 13.89× | — | ||
| Q3 24 | 20.52× | — | ||
| Q2 24 | — | -0.46× | ||
| 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
ASLE
| Products | $57.8M | 64% |
| Maintenance | $23.2M | 26% |
| Leasing Arrangements | $9.9M | 11% |
BW
| Construction | $98.8M | 87% |
| Other | $14.6M | 13% |
