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AerSale Corp（ASLE）与DoubleVerify Holdings, Inc.（DV）财务数据对比。点击上方公司名可切换其他公司
DoubleVerify Holdings, Inc.的季度营收约是AerSale Corp的2.0倍（$180.8M vs $90.9M），AerSale Corp净利率更高（5.9% vs 3.5%，领先2.4%），DoubleVerify Holdings, Inc.同比增速更快（9.6% vs -4.0%），AerSale Corp自由现金流更多（$9.8M vs $-6.4M），过去两年DoubleVerify Holdings, Inc.的营收复合增速更高（7.7% 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。
DoubleVerify Holdings是一家专注于媒体测量、分析及验证的技术服务商，核心业务为品牌安全、广告可见度、反广告欺诈等，帮助广告主、发布商及平台方优化数字广告投放效果，保障营销投入的ROI，业务覆盖全球多个市场。
ASLE vs DV — 直观对比
营收规模更大
DV
是对方的2.0倍
$90.9M
营收增速更快
DV
高出13.6%
-4.0%
净利率更高
ASLE
高出2.4%
3.5%
自由现金流更多
ASLE
多$16.1M
$-6.4M
两年增速更快
DV
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $180.8M |
| 净利润 | $5.4M | $6.4M |
| 毛利率 | 34.1% | — |
| 营业利润率 | 7.8% | 8.6% |
| 净利率 | 5.9% | 3.5% |
| 营收同比 | -4.0% | 9.6% |
| 净利润同比 | 99.7% | 171.5% |
| 每股收益（稀释后） | $0.10 | $0.04 |
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ASLEDV
| Q1 26 | — | $180.8M | ||
| Q4 25 | $90.9M | $205.6M | ||
| Q3 25 | $71.2M | $188.6M | ||
| Q2 25 | $107.4M | $189.0M | ||
| Q1 25 | $65.8M | $165.1M | ||
| Q4 24 | $94.7M | $190.6M | ||
| Q3 24 | $82.7M | $169.6M | ||
| Q2 24 | $77.1M | $155.9M |
净利润ASLEDV
| Q1 26 | — | $6.4M | ||
| Q4 25 | $5.4M | $29.3M | ||
| Q3 25 | $-120.0K | $10.2M | ||
| Q2 25 | $8.6M | $8.8M | ||
| Q1 25 | $-5.3M | $2.4M | ||
| Q4 24 | $2.7M | $23.4M | ||
| Q3 24 | $509.0K | $18.2M | ||
| Q2 24 | $-3.6M | $7.5M |
毛利率ASLEDV
| Q1 26 | — | — | ||
| Q4 25 | 34.1% | 82.5% | ||
| Q3 25 | 30.2% | 82.3% | ||
| Q2 25 | 32.9% | 82.5% | ||
| Q1 25 | 27.3% | 81.2% | ||
| Q4 24 | 31.4% | 82.0% | ||
| Q3 24 | 28.6% | 82.6% | ||
| Q2 24 | 28.2% | 83.3% |
营业利润率ASLEDV
| Q1 26 | — | 8.6% | ||
| Q4 25 | 7.8% | 18.4% | ||
| Q3 25 | 4.0% | 11.2% | ||
| Q2 25 | 11.7% | 7.2% | ||
| Q1 25 | -10.1% | 4.1% | ||
| Q4 24 | 5.2% | 20.3% | ||
| Q3 24 | 2.4% | 15.2% | ||
| Q2 24 | -2.4% | 7.1% |
净利率ASLEDV
| Q1 26 | — | 3.5% | ||
| Q4 25 | 5.9% | 14.3% | ||
| Q3 25 | -0.2% | 5.4% | ||
| Q2 25 | 8.0% | 4.6% | ||
| Q1 25 | -8.0% | 1.4% | ||
| Q4 24 | 2.9% | 12.3% | ||
| Q3 24 | 0.6% | 10.7% | ||
| Q2 24 | -4.7% | 4.8% |
每股收益（稀释后）ASLEDV
| Q1 26 | — | $0.04 | ||
| Q4 25 | $0.10 | $0.18 | ||
| Q3 25 | $0.00 | $0.06 | ||
| Q2 25 | $0.18 | $0.05 | ||
| Q1 25 | $-0.10 | $0.01 | ||
| Q4 24 | $0.05 | $0.14 | ||
| Q3 24 | $0.01 | $0.10 | ||
| Q2 24 | $-0.07 | $0.04 |
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 | $173.8M |
| 总债务越低越好 | $1.3M | — |
| 股东权益账面价值 | $424.4M | $1.1B |
| 总资产 | $640.5M | $1.3B |
| 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ASLEDV
| Q1 26 | — | $173.8M | ||
| Q4 25 | $4.4M | $259.0M | ||
| Q3 25 | $5.3M | $200.7M | ||
| Q2 25 | $5.7M | $216.8M | ||
| Q1 25 | $4.7M | $174.3M | ||
| Q4 24 | $4.7M | $310.6M | ||
| Q3 24 | $9.8M | $362.6M | ||
| Q2 24 | $4.3M | $338.8M |
总债务ASLEDV
| Q1 26 | — | — | ||
| 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ASLEDV
| Q1 26 | — | $1.1B | ||
| Q4 25 | $424.4M | $1.1B | ||
| Q3 25 | $417.1M | $1.1B | ||
| Q2 25 | $415.9M | $1.1B | ||
| Q1 25 | $406.5M | $1.0B | ||
| Q4 24 | $455.6M | $1.1B | ||
| Q3 24 | $451.5M | $1.1B | ||
| Q2 24 | $449.8M | $1.1B |
总资产ASLEDV
| Q1 26 | — | $1.3B | ||
| Q4 25 | $640.5M | $1.4B | ||
| Q3 25 | $646.3M | $1.3B | ||
| Q2 25 | $646.7M | $1.3B | ||
| Q1 25 | $646.1M | $1.2B | ||
| Q4 24 | $604.7M | $1.3B | ||
| Q3 24 | $601.5M | $1.3B | ||
| Q2 24 | $598.7M | $1.3B |
负债/权益比ASLEDV
| Q1 26 | — | — | ||
| 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 | $4.2M |
| 自由现金流经营现金流 - 资本支出 | $9.8M | $-6.4M |
| 自由现金流率自由现金流/营收 | 10.8% | -3.5% |
| 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× | 0.65× |
| 过去12个月自由现金流最近4个季度 | $-29.1M | $134.9M |
8季度趋势，按日历期对齐
经营现金流ASLEDV
| Q1 26 | — | $4.2M | ||
| Q4 25 | $11.4M | $72.7M | ||
| Q3 25 | $-8.9M | $51.2M | ||
| Q2 25 | $19.8M | $49.6M | ||
| Q1 25 | $-45.2M | $37.7M | ||
| Q4 24 | $37.5M | $37.4M | ||
| Q3 24 | $10.4M | $54.6M | ||
| Q2 24 | $-15.3M | $35.9M |
自由现金流ASLEDV
| Q1 26 | — | $-6.4M | ||
| Q4 25 | $9.8M | $62.1M | ||
| Q3 25 | $-9.8M | $39.0M | ||
| Q2 25 | $18.6M | $40.1M | ||
| Q1 25 | $-47.6M | $31.4M | ||
| Q4 24 | $32.3M | $30.0M | ||
| Q3 24 | $8.9M | $48.4M | ||
| Q2 24 | $-18.9M | $28.7M |
自由现金流率ASLEDV
| Q1 26 | — | -3.5% | ||
| Q4 25 | 10.8% | 30.2% | ||
| Q3 25 | -13.8% | 20.7% | ||
| Q2 25 | 17.3% | 21.2% | ||
| Q1 25 | -72.4% | 19.0% | ||
| Q4 24 | 34.0% | 15.8% | ||
| Q3 24 | 10.7% | 28.5% | ||
| Q2 24 | -24.6% | 18.4% |
资本支出强度ASLEDV
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | 5.1% | ||
| Q3 25 | 1.3% | 6.4% | ||
| Q2 25 | 1.1% | 5.0% | ||
| Q1 25 | 3.7% | 3.8% | ||
| Q4 24 | 5.6% | 3.9% | ||
| Q3 24 | 1.9% | 3.7% | ||
| Q2 24 | 4.7% | 4.6% |
现金转化率ASLEDV
| Q1 26 | — | 0.65× | ||
| Q4 25 | 2.11× | 2.48× | ||
| Q3 25 | — | 5.02× | ||
| Q2 25 | 2.31× | 5.66× | ||
| Q1 25 | — | 15.95× | ||
| Q4 24 | 13.89× | 1.60× | ||
| Q3 24 | 20.52× | 3.00× | ||
| Q2 24 | — | 4.80× |
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% |
DV
| Activation | $100.5M | 56% |
| Measurement | $61.8M | 34% |
| Supply-side | $18.5M | 10% |
