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AerSale Corp（ASLE）与弗雷斯特研究公司（FORR）财务数据对比。点击上方公司名可切换其他公司
弗雷斯特研究公司的季度营收约是AerSale Corp的1.1倍（$101.1M vs $90.9M），AerSale Corp净利率更高（5.9% vs -33.5%，领先39.5%），AerSale Corp同比增速更快（-4.0% vs -6.5%），AerSale Corp自由现金流更多（$9.8M vs $-4.3M），过去两年弗雷斯特研究公司的营收复合增速更高（0.5% 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。
福雷斯特研究公司是一家全球领先的研究咨询机构，主营业务涵盖行业研究、管理咨询与行业峰会举办，客户群体包括全球大型企业、科技公司与消费领域领军企业，公司总部位于美国马萨诸塞州剑桥市。
ASLE vs FORR — 直观对比
营收规模更大
FORR
是对方的1.1倍
$90.9M
营收增速更快
ASLE
高出2.4%
-6.5%
净利率更高
ASLE
高出39.5%
-33.5%
自由现金流更多
ASLE
多$14.1M
$-4.3M
两年增速更快
FORR
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $101.1M |
| 净利润 | $5.4M | $-33.9M |
| 毛利率 | 34.1% | 56.7% |
| 营业利润率 | 7.8% | -36.6% |
| 净利率 | 5.9% | -33.5% |
| 营收同比 | -4.0% | -6.5% |
| 净利润同比 | 99.7% | -7941.4% |
| 每股收益（稀释后） | $0.10 | $-1.75 |
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ASLEFORR
| Q4 25 | $90.9M | $101.1M | ||
| Q3 25 | $71.2M | $94.3M | ||
| Q2 25 | $107.4M | $111.7M | ||
| Q1 25 | $65.8M | $89.9M | ||
| Q4 24 | $94.7M | $108.0M | ||
| Q3 24 | $82.7M | $102.5M | ||
| Q2 24 | $77.1M | $121.8M | ||
| Q1 24 | $90.5M | $100.1M |
净利润ASLEFORR
| Q4 25 | $5.4M | $-33.9M | ||
| Q3 25 | $-120.0K | $-2.1M | ||
| Q2 25 | $8.6M | $3.9M | ||
| Q1 25 | $-5.3M | $-87.3M | ||
| Q4 24 | $2.7M | $432.0K | ||
| Q3 24 | $509.0K | $-5.8M | ||
| Q2 24 | $-3.6M | $6.3M | ||
| Q1 24 | $6.3M | $-6.7M |
毛利率ASLEFORR
| Q4 25 | 34.1% | 56.7% | ||
| Q3 25 | 30.2% | 60.0% | ||
| Q2 25 | 32.9% | 55.5% | ||
| Q1 25 | 27.3% | 55.9% | ||
| Q4 24 | 31.4% | 58.8% | ||
| Q3 24 | 28.6% | 60.5% | ||
| Q2 24 | 28.2% | 57.3% | ||
| Q1 24 | 31.8% | 54.9% |
营业利润率ASLEFORR
| Q4 25 | 7.8% | -36.6% | ||
| Q3 25 | 4.0% | 4.7% | ||
| Q2 25 | 11.7% | 6.2% | ||
| Q1 25 | -10.1% | -97.5% | ||
| Q4 24 | 5.2% | -0.5% | ||
| Q3 24 | 2.4% | -0.7% | ||
| Q2 24 | -2.4% | 9.3% | ||
| Q1 24 | 5.2% | -9.3% |
净利率ASLEFORR
| Q4 25 | 5.9% | -33.5% | ||
| Q3 25 | -0.2% | -2.3% | ||
| Q2 25 | 8.0% | 3.5% | ||
| Q1 25 | -8.0% | -97.1% | ||
| Q4 24 | 2.9% | 0.4% | ||
| Q3 24 | 0.6% | -5.7% | ||
| Q2 24 | -4.7% | 5.2% | ||
| Q1 24 | 6.9% | -6.7% |
每股收益（稀释后）ASLEFORR
| Q4 25 | $0.10 | $-1.75 | ||
| Q3 25 | $0.00 | $-0.11 | ||
| Q2 25 | $0.18 | $0.20 | ||
| Q1 25 | $-0.10 | $-4.62 | ||
| Q4 24 | $0.05 | $0.02 | ||
| Q3 24 | $0.01 | $-0.30 | ||
| Q2 24 | $-0.07 | $0.33 | ||
| Q1 24 | $0.12 | $-0.35 |
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 | $63.3M |
| 总债务越低越好 | $1.3M | — |
| 股东权益账面价值 | $424.4M | $126.5M |
| 总资产 | $640.5M | $404.0M |
| 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ASLEFORR
| Q4 25 | $4.4M | $63.3M | ||
| Q3 25 | $5.3M | $65.1M | ||
| Q2 25 | $5.7M | $67.8M | ||
| Q1 25 | $4.7M | $75.6M | ||
| Q4 24 | $4.7M | $56.1M | ||
| Q3 24 | $9.8M | $62.8M | ||
| Q2 24 | $4.3M | $58.9M | ||
| Q1 24 | $2.6M | $61.4M |
总债务ASLEFORR
| 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ASLEFORR
| Q4 25 | $424.4M | $126.5M | ||
| Q3 25 | $417.1M | $157.7M | ||
| Q2 25 | $415.9M | $159.5M | ||
| Q1 25 | $406.5M | $147.4M | ||
| Q4 24 | $455.6M | $229.5M | ||
| Q3 24 | $451.5M | $234.3M | ||
| Q2 24 | $449.8M | $237.1M | ||
| Q1 24 | $452.0M | $230.9M |
总资产ASLEFORR
| Q4 25 | $640.5M | $404.0M | ||
| Q3 25 | $646.3M | $414.2M | ||
| Q2 25 | $646.7M | $436.0M | ||
| Q1 25 | $646.1M | $439.8M | ||
| Q4 24 | $604.7M | $503.9M | ||
| Q3 24 | $601.5M | $505.3M | ||
| Q2 24 | $598.7M | $524.2M | ||
| Q1 24 | $571.7M | $555.7M |
负债/权益比ASLEFORR
| 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 | $-3.2M |
| 自由现金流经营现金流 - 资本支出 | $9.8M | $-4.3M |
| 自由现金流率自由现金流/营收 | 10.8% | -4.2% |
| 资本支出强度资本支出/营收 | 1.7% | 1.1% |
| 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 | $18.1M |
8季度趋势，按日历期对齐
经营现金流ASLEFORR
| Q4 25 | $11.4M | $-3.2M | ||
| Q3 25 | $-8.9M | $1.2M | ||
| Q2 25 | $19.8M | $-3.6M | ||
| Q1 25 | $-45.2M | $26.7M | ||
| Q4 24 | $37.5M | $-1.8M | ||
| Q3 24 | $10.4M | $264.0K | ||
| Q2 24 | $-15.3M | $-2.9M | ||
| Q1 24 | $-21.5M | $611.0K |
自由现金流ASLEFORR
| Q4 25 | $9.8M | $-4.3M | ||
| Q3 25 | $-9.8M | $524.0K | ||
| Q2 25 | $18.6M | $-4.2M | ||
| Q1 25 | $-47.6M | $26.1M | ||
| Q4 24 | $32.3M | $-2.5M | ||
| Q3 24 | $8.9M | $-223.0K | ||
| Q2 24 | $-18.9M | $-3.7M | ||
| Q1 24 | $-25.0M | $-815.0K |
自由现金流率ASLEFORR
| Q4 25 | 10.8% | -4.2% | ||
| Q3 25 | -13.8% | 0.6% | ||
| Q2 25 | 17.3% | -3.8% | ||
| Q1 25 | -72.4% | 29.0% | ||
| Q4 24 | 34.0% | -2.3% | ||
| Q3 24 | 10.7% | -0.2% | ||
| Q2 24 | -24.6% | -3.1% | ||
| Q1 24 | -27.7% | -0.8% |
资本支出强度ASLEFORR
| Q4 25 | 1.7% | 1.1% | ||
| Q3 25 | 1.3% | 0.7% | ||
| Q2 25 | 1.1% | 0.5% | ||
| Q1 25 | 3.7% | 0.7% | ||
| Q4 24 | 5.6% | 0.6% | ||
| Q3 24 | 1.9% | 0.5% | ||
| Q2 24 | 4.7% | 0.7% | ||
| Q1 24 | 3.9% | 1.4% |
现金转化率ASLEFORR
| Q4 25 | 2.11× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.31× | -0.93× | ||
| Q1 25 | — | — | ||
| Q4 24 | 13.89× | -4.24× | ||
| 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% |
FORR
| Research Segment | $82.2M | 81% |
| Consulting Segment | $16.2M | 16% |
| Billable Expenses | $1.5M | 2% |
| Professional Services | $1.4M | 1% |
