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AerSale Corp（ASLE）与ESSENTIAL PROPERTIES REALTY TRUST, INC.（EPRT）财务数据对比。点击上方公司名可切换其他公司
ESSENTIAL PROPERTIES REALTY TRUST, INC.的季度营收约是AerSale Corp的1.7倍（$158.8M vs $90.9M），ESSENTIAL PROPERTIES REALTY TRUST, INC.净利率更高（37.8% vs 5.9%，领先31.8%），ESSENTIAL PROPERTIES REALTY TRUST, INC.同比增速更快（22.8% vs -4.0%），过去两年ESSENTIAL PROPERTIES REALTY TRUST, INC.的营收复合增速更高（20.6% 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。
Essential Properties Realty Trust是一家上市房地产投资信托企业，收购、持有并管理美国全境的单租户净租赁商业地产组合，资产主要覆盖休闲餐饮、汽车服务、医疗诊所、幼儿教育中心、轻型工业等刚需服务类业态，租户普遍拥有稳健的长期经营记录。
ASLE vs EPRT — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $158.8M |
| 净利润 | $5.4M | $60.0M |
| 毛利率 | 34.1% | — |
| 营业利润率 | 7.8% | 56.5% |
| 净利率 | 5.9% | 37.8% |
| 营收同比 | -4.0% | 22.8% |
| 净利润同比 | 99.7% | 6.5% |
| 每股收益（稀释后） | $0.10 | $0.28 |
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
| Q1 26 | — | $158.8M | ||
| Q4 25 | $90.9M | $149.9M | ||
| Q3 25 | $71.2M | $144.9M | ||
| Q2 25 | $107.4M | $137.1M | ||
| Q1 25 | $65.8M | $129.4M | ||
| Q4 24 | $94.7M | $119.7M | ||
| Q3 24 | $82.7M | $117.1M | ||
| Q2 24 | $77.1M | $109.3M |
| Q1 26 | — | $60.0M | ||
| Q4 25 | $5.4M | $68.1M | ||
| Q3 25 | $-120.0K | $65.6M | ||
| Q2 25 | $8.6M | $63.2M | ||
| Q1 25 | $-5.3M | $56.1M | ||
| Q4 24 | $2.7M | $55.4M | ||
| Q3 24 | $509.0K | $49.1M | ||
| Q2 24 | $-3.6M | $51.5M |
| 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% | — |
| Q1 26 | — | 56.5% | ||
| Q4 25 | 7.8% | 65.9% | ||
| Q3 25 | 4.0% | 64.7% | ||
| Q2 25 | 11.7% | 64.1% | ||
| Q1 25 | -10.1% | 61.6% | ||
| Q4 24 | 5.2% | 66.1% | ||
| Q3 24 | 2.4% | 59.7% | ||
| Q2 24 | -2.4% | 61.1% |
| Q1 26 | — | 37.8% | ||
| Q4 25 | 5.9% | 45.4% | ||
| Q3 25 | -0.2% | 45.3% | ||
| Q2 25 | 8.0% | 46.1% | ||
| Q1 25 | -8.0% | 43.4% | ||
| Q4 24 | 2.9% | 46.3% | ||
| Q3 24 | 0.6% | 42.0% | ||
| Q2 24 | -4.7% | 47.1% |
| Q1 26 | — | $0.28 | ||
| Q4 25 | $0.10 | $0.34 | ||
| Q3 25 | $0.00 | $0.33 | ||
| Q2 25 | $0.18 | $0.32 | ||
| Q1 25 | $-0.10 | $0.29 | ||
| Q4 24 | $0.05 | $0.31 | ||
| Q3 24 | $0.01 | $0.27 | ||
| Q2 24 | $-0.07 | $0.29 |
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 | $15.2M |
| 总债务越低越好 | $1.3M | — |
| 股东权益账面价值 | $424.4M | $4.4B |
| 总资产 | $640.5M | $7.2B |
| 负债/权益比越低杠杆越低 | 0.00× | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $15.2M | ||
| Q4 25 | $4.4M | $60.2M | ||
| Q3 25 | $5.3M | $23.8M | ||
| Q2 25 | $5.7M | $20.8M | ||
| Q1 25 | $4.7M | $47.0M | ||
| Q4 24 | $4.7M | $40.7M | ||
| Q3 24 | $9.8M | $32.7M | ||
| Q2 24 | $4.3M | $23.6M |
| Q1 26 | — | — | ||
| Q4 25 | $1.3M | $2.5B | ||
| Q3 25 | $1.5M | $2.6B | ||
| Q2 25 | $907.0K | $2.3B | ||
| Q1 25 | $1.1M | $2.1B | ||
| Q4 24 | $1.2M | $2.1B | ||
| Q3 24 | $376.0K | $2.2B | ||
| Q2 24 | $522.0K | $1.9B |
| Q1 26 | — | $4.4B | ||
| Q4 25 | $424.4M | $4.2B | ||
| Q3 25 | $417.1M | $3.8B | ||
| Q2 25 | $415.9M | $3.8B | ||
| Q1 25 | $406.5M | $3.8B | ||
| Q4 24 | $455.6M | $3.6B | ||
| Q3 24 | $451.5M | $3.2B | ||
| Q2 24 | $449.8M | $3.2B |
| Q1 26 | — | $7.2B | ||
| Q4 25 | $640.5M | $6.9B | ||
| Q3 25 | $646.3M | $6.6B | ||
| Q2 25 | $646.7M | $6.3B | ||
| Q1 25 | $646.1M | $6.1B | ||
| Q4 24 | $604.7M | $5.8B | ||
| Q3 24 | $601.5M | $5.5B | ||
| Q2 24 | $598.7M | $5.3B |
| Q1 26 | — | — | ||
| Q4 25 | 0.00× | 0.60× | ||
| Q3 25 | 0.00× | 0.69× | ||
| Q2 25 | 0.00× | 0.61× | ||
| Q1 25 | 0.00× | 0.56× | ||
| Q4 24 | 0.00× | 0.60× | ||
| Q3 24 | 0.00× | 0.69× | ||
| Q2 24 | 0.00× | 0.59× |
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
| Q1 26 | — | — | ||
| Q4 25 | $11.4M | $381.1M | ||
| Q3 25 | $-8.9M | $99.0M | ||
| Q2 25 | $19.8M | $99.8M | ||
| Q1 25 | $-45.2M | $77.2M | ||
| Q4 24 | $37.5M | $308.5M | ||
| Q3 24 | $10.4M | $73.5M | ||
| Q2 24 | $-15.3M | $81.1M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 2.11× | 5.60× | ||
| Q3 25 | — | 1.51× | ||
| Q2 25 | 2.31× | 1.58× | ||
| Q1 25 | — | 1.38× | ||
| Q4 24 | 13.89× | 5.57× | ||
| Q3 24 | 20.52× | 1.50× | ||
| Q2 24 | — | 1.57× |
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% |
EPRT
| Rental revenue 1,2 | $149.4M | 94% |
| Other | $8.6M | 5% |
| Other revenue | $779.0K | 0% |
