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AerSale Corp（ASLE）与CAMDEN NATIONAL CORP（CAC）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CAMDEN NATIONAL CORP的1.4倍（$90.9M vs $64.3M），CAMDEN NATIONAL CORP净利率更高（34.0% vs 5.9%，领先28.1%），过去两年CAMDEN NATIONAL CORP的营收复合增速更高（22.6% vs 0.2%）
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。
卡姆登国民银行是一家总部位于美国缅因州卡姆登的商业银行，是上市银行控股公司卡姆登国民集团的核心子公司。该行创立于1875年，1984年完成企业重组后成为控股公司直接持有的全资子公司。2025年与诺斯韦金融合并后，合并后机构总资产约为70亿美元。
ASLE vs CAC — 直观对比
营收规模更大
ASLE
是对方的1.4倍
$64.3M
净利率更高
CAC
高出28.1%
5.9%
两年增速更快
CAC
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $64.3M |
| 净利润 | $5.4M | $21.9M |
| 毛利率 | 34.1% | — |
| 营业利润率 | 7.8% | — |
| 净利率 | 5.9% | 34.0% |
| 营收同比 | -4.0% | — |
| 净利润同比 | 99.7% | -3.0% |
| 每股收益（稀释后） | $0.10 | $1.29 |
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ASLECAC
| Q1 26 | — | $64.3M | ||
| Q4 25 | $90.9M | $68.1M | ||
| Q3 25 | $71.2M | $65.4M | ||
| Q2 25 | $107.4M | $62.3M | ||
| Q1 25 | $65.8M | $60.1M | ||
| Q4 24 | $94.7M | $47.6M | ||
| Q3 24 | $82.7M | $45.0M | ||
| Q2 24 | $77.1M | $42.8M |
净利润ASLECAC
| Q1 26 | — | $21.9M | ||
| Q4 25 | $5.4M | $22.6M | ||
| Q3 25 | $-120.0K | $21.2M | ||
| Q2 25 | $8.6M | $14.1M | ||
| Q1 25 | $-5.3M | $7.3M | ||
| Q4 24 | $2.7M | $14.7M | ||
| Q3 24 | $509.0K | $13.1M | ||
| Q2 24 | $-3.6M | $12.0M |
毛利率ASLECAC
| Q1 26 | — | — | ||
| 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% | — |
营业利润率ASLECAC
| Q1 26 | — | — | ||
| Q4 25 | 7.8% | 41.5% | ||
| Q3 25 | 4.0% | 40.5% | ||
| Q2 25 | 11.7% | 28.5% | ||
| Q1 25 | -10.1% | 10.3% | ||
| Q4 24 | 5.2% | 38.7% | ||
| Q3 24 | 2.4% | 35.2% | ||
| Q2 24 | -2.4% | 34.7% |
净利率ASLECAC
| Q1 26 | — | 34.0% | ||
| Q4 25 | 5.9% | 33.1% | ||
| Q3 25 | -0.2% | 32.4% | ||
| Q2 25 | 8.0% | 22.6% | ||
| Q1 25 | -8.0% | 12.2% | ||
| Q4 24 | 2.9% | 30.8% | ||
| Q3 24 | 0.6% | 29.1% | ||
| Q2 24 | -4.7% | 28.0% |
每股收益（稀释后）ASLECAC
| Q1 26 | — | $1.29 | ||
| Q4 25 | $0.10 | $1.33 | ||
| Q3 25 | $0.00 | $1.25 | ||
| Q2 25 | $0.18 | $0.83 | ||
| Q1 25 | $-0.10 | $0.43 | ||
| Q4 24 | $0.05 | $1.00 | ||
| Q3 24 | $0.01 | $0.90 | ||
| Q2 24 | $-0.07 | $0.81 |
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 | — |
| 总债务越低越好 | $1.3M | $514.4M |
| 股东权益账面价值 | $424.4M | $710.0M |
| 总资产 | $640.5M | $7.0B |
| 负债/权益比越低杠杆越低 | 0.00× | 0.72× |
8季度趋势，按日历期对齐
现金及短期投资ASLECAC
| Q1 26 | — | — | ||
| Q4 25 | $4.4M | — | ||
| Q3 25 | $5.3M | — | ||
| Q2 25 | $5.7M | — | ||
| Q1 25 | $4.7M | — | ||
| Q4 24 | $4.7M | — | ||
| Q3 24 | $9.8M | — | ||
| Q2 24 | $4.3M | — |
总债务ASLECAC
| Q1 26 | — | $514.4M | ||
| 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 | — |
股东权益ASLECAC
| Q1 26 | — | $710.0M | ||
| Q4 25 | $424.4M | $696.6M | ||
| Q3 25 | $417.1M | $676.4M | ||
| Q2 25 | $415.9M | $652.1M | ||
| Q1 25 | $406.5M | $640.1M | ||
| Q4 24 | $455.6M | $531.2M | ||
| Q3 24 | $451.5M | $529.9M | ||
| Q2 24 | $449.8M | $508.3M |
总资产ASLECAC
| Q1 26 | — | $7.0B | ||
| Q4 25 | $640.5M | $7.0B | ||
| Q3 25 | $646.3M | $7.0B | ||
| Q2 25 | $646.7M | $6.9B | ||
| Q1 25 | $646.1M | $7.0B | ||
| Q4 24 | $604.7M | $5.8B | ||
| Q3 24 | $601.5M | $5.7B | ||
| Q2 24 | $598.7M | $5.7B |
负债/权益比ASLECAC
| Q1 26 | — | 0.72× | ||
| 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× | — |
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 | — |
| 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 | 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ASLECAC
| Q1 26 | — | — | ||
| Q4 25 | $11.4M | $63.9M | ||
| Q3 25 | $-8.9M | $36.1M | ||
| Q2 25 | $19.8M | $6.0M | ||
| Q1 25 | $-45.2M | $1.0M | ||
| Q4 24 | $37.5M | $60.9M | ||
| Q3 24 | $10.4M | $-14.5M | ||
| Q2 24 | $-15.3M | $14.5M |
自由现金流ASLECAC
| Q1 26 | — | — | ||
| Q4 25 | $9.8M | $58.2M | ||
| Q3 25 | $-9.8M | $35.4M | ||
| Q2 25 | $18.6M | $4.5M | ||
| Q1 25 | $-47.6M | $-727.0K | ||
| Q4 24 | $32.3M | $55.4M | ||
| Q3 24 | $8.9M | $-16.2M | ||
| Q2 24 | $-18.9M | $13.2M |
自由现金流率ASLECAC
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | 85.5% | ||
| Q3 25 | -13.8% | 54.1% | ||
| Q2 25 | 17.3% | 7.3% | ||
| Q1 25 | -72.4% | -1.2% | ||
| Q4 24 | 34.0% | 116.4% | ||
| Q3 24 | 10.7% | -36.0% | ||
| Q2 24 | -24.6% | 30.8% |
资本支出强度ASLECAC
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | 8.4% | ||
| Q3 25 | 1.3% | 1.1% | ||
| Q2 25 | 1.1% | 2.4% | ||
| Q1 25 | 3.7% | 2.9% | ||
| Q4 24 | 5.6% | 11.7% | ||
| Q3 24 | 1.9% | 3.8% | ||
| Q2 24 | 4.7% | 3.0% |
现金转化率ASLECAC
| Q1 26 | — | — | ||
| Q4 25 | 2.11× | 2.83× | ||
| Q3 25 | — | 1.70× | ||
| Q2 25 | 2.31× | 0.43× | ||
| Q1 25 | — | 0.14× | ||
| Q4 24 | 13.89× | 4.15× | ||
| Q3 24 | 20.52× | -1.11× | ||
| Q2 24 | — | 1.21× |
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% |
CAC
| Net Interest Income | $52.4M | 81% |
| Noninterest Income | $12.0M | 19% |
