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AerSale Corp（ASLE）与COASTAL FINANCIAL CORP（CCB）财务数据对比。点击上方公司名可切换其他公司
COASTAL FINANCIAL CORP的季度营收约是AerSale Corp的1.5倍（$138.0M vs $90.9M），AerSale Corp同比增速更快（-4.0% vs -5.8%），COASTAL FINANCIAL CORP自由现金流更多（$246.1M vs $9.8M），过去两年AerSale Corp的营收复合增速更高（0.2% vs -3.6%）
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。
富达国民金融是美国财富500强企业，面向房地产与按揭行业提供产权保险及交割服务。2019年，其产权及房地产业务相关年营收约为84.69亿美元，是行业内具有领先地位的金融服务提供商。
ASLE vs CCB — 直观对比
营收规模更大
CCB
是对方的1.5倍
$90.9M
营收增速更快
ASLE
高出1.8%
-5.8%
自由现金流更多
CCB
多$236.4M
$9.8M
两年增速更快
ASLE
近两年复合增速
-3.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $138.0M |
| 净利润 | $5.4M | — |
| 毛利率 | 34.1% | — |
| 营业利润率 | 7.8% | 12.4% |
| 净利率 | 5.9% | — |
| 营收同比 | -4.0% | -5.8% |
| 净利润同比 | 99.7% | — |
| 每股收益（稀释后） | $0.10 | $0.84 |
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ASLECCB
| Q4 25 | $90.9M | $138.0M | ||
| Q3 25 | $71.2M | $144.7M | ||
| Q2 25 | $107.4M | $119.4M | ||
| Q1 25 | $65.8M | $139.5M | ||
| Q4 24 | $94.7M | $146.5M | ||
| Q3 24 | $82.7M | $151.1M | ||
| Q2 24 | $77.1M | $135.3M | ||
| Q1 24 | $90.5M | $148.4M |
净利润ASLECCB
| Q4 25 | $5.4M | — | ||
| Q3 25 | $-120.0K | $13.6M | ||
| Q2 25 | $8.6M | $11.0M | ||
| Q1 25 | $-5.3M | $9.7M | ||
| Q4 24 | $2.7M | — | ||
| Q3 24 | $509.0K | $13.5M | ||
| Q2 24 | $-3.6M | $11.6M | ||
| Q1 24 | $6.3M | $6.8M |
毛利率ASLECCB
| 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ASLECCB
| Q4 25 | 7.8% | 12.4% | ||
| Q3 25 | 4.0% | 12.4% | ||
| Q2 25 | 11.7% | 12.0% | ||
| Q1 25 | -10.1% | 8.4% | ||
| Q4 24 | 5.2% | 11.7% | ||
| Q3 24 | 2.4% | 10.8% | ||
| Q2 24 | -2.4% | 11.1% | ||
| Q1 24 | 5.2% | 5.9% |
净利率ASLECCB
| Q4 25 | 5.9% | — | ||
| Q3 25 | -0.2% | 9.4% | ||
| Q2 25 | 8.0% | 9.2% | ||
| Q1 25 | -8.0% | 7.0% | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 0.6% | 8.9% | ||
| Q2 24 | -4.7% | 8.6% | ||
| Q1 24 | 6.9% | 4.6% |
每股收益（稀释后）ASLECCB
| Q4 25 | $0.10 | $0.84 | ||
| Q3 25 | $0.00 | $0.88 | ||
| Q2 25 | $0.18 | $0.71 | ||
| Q1 25 | $-0.10 | $0.63 | ||
| Q4 24 | $0.05 | $0.95 | ||
| Q3 24 | $0.01 | $0.97 | ||
| Q2 24 | $-0.07 | $0.84 | ||
| Q1 24 | $0.12 | $0.50 |
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 | — |
| 股东权益账面价值 | $424.4M | $491.0M |
| 总资产 | $640.5M | $4.7B |
| 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ASLECCB
| 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 | — | ||
| Q1 24 | $2.6M | — |
总债务ASLECCB
| 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ASLECCB
| Q4 25 | $424.4M | $491.0M | ||
| Q3 25 | $417.1M | $475.3M | ||
| Q2 25 | $415.9M | $461.7M | ||
| Q1 25 | $406.5M | $449.9M | ||
| Q4 24 | $455.6M | $438.7M | ||
| Q3 24 | $451.5M | $331.9M | ||
| Q2 24 | $449.8M | $316.7M | ||
| Q1 24 | $452.0M | $303.7M |
总资产ASLECCB
| Q4 25 | $640.5M | $4.7B | ||
| Q3 25 | $646.3M | $4.6B | ||
| Q2 25 | $646.7M | $4.5B | ||
| Q1 25 | $646.1M | $4.3B | ||
| Q4 24 | $604.7M | $4.1B | ||
| Q3 24 | $601.5M | $4.1B | ||
| Q2 24 | $598.7M | $4.0B | ||
| Q1 24 | $571.7M | $3.9B |
负债/权益比ASLECCB
| 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 | $254.6M |
| 自由现金流经营现金流 - 资本支出 | $9.8M | $246.1M |
| 自由现金流率自由现金流/营收 | 10.8% | 178.3% |
| 资本支出强度资本支出/营收 | 1.7% | 6.1% |
| 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 | $436.4M |
8季度趋势，按日历期对齐
经营现金流ASLECCB
| Q4 25 | $11.4M | $254.6M | ||
| Q3 25 | $-8.9M | $59.0M | ||
| Q2 25 | $19.8M | $66.0M | ||
| Q1 25 | $-45.2M | $71.7M | ||
| Q4 24 | $37.5M | $259.8M | ||
| Q3 24 | $10.4M | $62.6M | ||
| Q2 24 | $-15.3M | $72.1M | ||
| Q1 24 | $-21.5M | $56.8M |
自由现金流ASLECCB
| Q4 25 | $9.8M | $246.1M | ||
| Q3 25 | $-9.8M | $57.4M | ||
| Q2 25 | $18.6M | $64.0M | ||
| Q1 25 | $-47.6M | $68.9M | ||
| Q4 24 | $32.3M | $249.9M | ||
| Q3 24 | $8.9M | $60.2M | ||
| Q2 24 | $-18.9M | $69.5M | ||
| Q1 24 | $-25.0M | $55.0M |
自由现金流率ASLECCB
| Q4 25 | 10.8% | 178.3% | ||
| Q3 25 | -13.8% | 39.7% | ||
| Q2 25 | 17.3% | 53.6% | ||
| Q1 25 | -72.4% | 49.4% | ||
| Q4 24 | 34.0% | 170.6% | ||
| Q3 24 | 10.7% | 39.8% | ||
| Q2 24 | -24.6% | 51.3% | ||
| Q1 24 | -27.7% | 37.1% |
资本支出强度ASLECCB
| Q4 25 | 1.7% | 6.1% | ||
| Q3 25 | 1.3% | 1.2% | ||
| Q2 25 | 1.1% | 1.7% | ||
| Q1 25 | 3.7% | 2.0% | ||
| Q4 24 | 5.6% | 6.8% | ||
| Q3 24 | 1.9% | 1.6% | ||
| Q2 24 | 4.7% | 1.9% | ||
| Q1 24 | 3.9% | 1.2% |
现金转化率ASLECCB
| Q4 25 | 2.11× | — | ||
| Q3 25 | — | 4.34× | ||
| Q2 25 | 2.31× | 5.99× | ||
| Q1 25 | — | 7.37× | ||
| Q4 24 | 13.89× | — | ||
| Q3 24 | 20.52× | 4.65× | ||
| Q2 24 | — | 6.22× | ||
| Q1 24 | -3.42× | 8.35× |
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% |
CCB
| Other | $74.7M | 54% |
| Baa S Credit Enhancements | $47.3M | 34% |
| Baa S Program Income | $8.4M | 6% |
| Transaction Fees | $4.9M | 4% |
| Servicing And Other Baa S Fees | $1.6M | 1% |
| Baa S Fraud Enhancements | $1.1M | 1% |
