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AerSale Corp（ASLE）与Fathom Holdings Inc.（FTHM）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Fathom Holdings Inc.的1.0倍（$90.9M vs $90.6M），AerSale Corp净利率更高（5.9% vs -7.4%，领先13.3%），Fathom Holdings Inc.同比增速更快（-1.2% vs -4.0%），AerSale Corp自由现金流更多（$9.8M vs $-20.7M），过去两年Fathom Holdings Inc.的营收复合增速更高（13.4% 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。
Fathom Holdings Inc.是一家总部位于美国的房地产科技与服务企业，为房产经纪人、经纪机构和消费者提供数字交易管理、按揭服务、产权保险、住宅经纪等一站式解决方案，业务覆盖美国大部分区域市场。
ASLE vs FTHM — 直观对比
营收规模更大
ASLE
是对方的1.0倍
$90.6M
营收增速更快
FTHM
高出2.8%
-4.0%
净利率更高
ASLE
高出13.3%
-7.4%
自由现金流更多
ASLE
多$30.4M
$-20.7M
两年增速更快
FTHM
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $90.6M |
| 净利润 | $5.4M | $-6.7M |
| 毛利率 | 34.1% | — |
| 营业利润率 | 7.8% | -5.2% |
| 净利率 | 5.9% | -7.4% |
| 营收同比 | -4.0% | -1.2% |
| 净利润同比 | 99.7% | -7.7% |
| 每股收益（稀释后） | $0.10 | $-0.20 |
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ASLEFTHM
| Q4 25 | $90.9M | $90.6M | ||
| Q3 25 | $71.2M | $115.3M | ||
| Q2 25 | $107.4M | $121.4M | ||
| Q1 25 | $65.8M | $93.1M | ||
| Q4 24 | $94.7M | $91.7M | ||
| Q3 24 | $82.7M | $83.7M | ||
| Q2 24 | $77.1M | $89.2M | ||
| Q1 24 | $90.5M | $70.5M |
净利润ASLEFTHM
| Q4 25 | $5.4M | $-6.7M | ||
| Q3 25 | $-120.0K | $-4.4M | ||
| Q2 25 | $8.6M | $-3.6M | ||
| Q1 25 | $-5.3M | $-5.6M | ||
| Q4 24 | $2.7M | $-6.2M | ||
| Q3 24 | $509.0K | $-8.1M | ||
| Q2 24 | $-3.6M | $-1.3M | ||
| Q1 24 | $6.3M | $-5.9M |
毛利率ASLEFTHM
| 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ASLEFTHM
| Q4 25 | 7.8% | -5.2% | ||
| Q3 25 | 4.0% | -3.5% | ||
| Q2 25 | 11.7% | -2.0% | ||
| Q1 25 | -10.1% | -4.8% | ||
| Q4 24 | 5.2% | -7.0% | ||
| Q3 24 | 2.4% | -9.3% | ||
| Q2 24 | -2.4% | -4.1% | ||
| Q1 24 | 5.2% | -8.0% |
净利率ASLEFTHM
| Q4 25 | 5.9% | -7.4% | ||
| Q3 25 | -0.2% | -3.8% | ||
| Q2 25 | 8.0% | -3.0% | ||
| Q1 25 | -8.0% | -6.1% | ||
| Q4 24 | 2.9% | -6.8% | ||
| Q3 24 | 0.6% | -9.7% | ||
| Q2 24 | -4.7% | -1.5% | ||
| Q1 24 | 6.9% | -8.4% |
每股收益（稀释后）ASLEFTHM
| Q4 25 | $0.10 | $-0.20 | ||
| Q3 25 | $0.00 | $-0.15 | ||
| Q2 25 | $0.18 | $-0.13 | ||
| Q1 25 | $-0.10 | $-0.24 | ||
| Q4 24 | $0.05 | $-0.29 | ||
| Q3 24 | $0.01 | $-0.40 | ||
| Q2 24 | $-0.07 | $-0.07 | ||
| Q1 24 | $0.12 | $-0.31 |
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 | $5.8M |
| 总债务越低越好 | $1.3M | $5.6M |
| 股东权益账面价值 | $424.4M | $37.4M |
| 总资产 | $640.5M | $78.0M |
| 负债/权益比越低杠杆越低 | 0.00× | 0.15× |
8季度趋势，按日历期对齐
现金及短期投资ASLEFTHM
| Q4 25 | $4.4M | $5.8M | ||
| Q3 25 | $5.3M | $9.8M | ||
| Q2 25 | $5.7M | $4.9M | ||
| Q1 25 | $4.7M | $8.0M | ||
| Q4 24 | $4.7M | $7.1M | ||
| Q3 24 | $9.8M | $13.1M | ||
| Q2 24 | $4.3M | $10.4M | ||
| Q1 24 | $2.6M | $5.7M |
总债务ASLEFTHM
| Q4 25 | $1.3M | $5.6M | ||
| Q3 25 | $1.5M | $5.1M | ||
| Q2 25 | $907.0K | $5.1M | ||
| Q1 25 | $1.1M | $5.1M | ||
| Q4 24 | $1.2M | $9.5M | ||
| Q3 24 | $376.0K | $8.8M | ||
| Q2 24 | $522.0K | $3.6M | ||
| Q1 24 | $3.5M | $3.7M |
股东权益ASLEFTHM
| Q4 25 | $424.4M | $37.4M | ||
| Q3 25 | $417.1M | $43.4M | ||
| Q2 25 | $415.9M | $40.7M | ||
| Q1 25 | $406.5M | $43.4M | ||
| Q4 24 | $455.6M | $44.7M | ||
| Q3 24 | $451.5M | $47.1M | ||
| Q2 24 | $449.8M | $53.1M | ||
| Q1 24 | $452.0M | $51.9M |
总资产ASLEFTHM
| Q4 25 | $640.5M | $78.0M | ||
| Q3 25 | $646.3M | $83.2M | ||
| Q2 25 | $646.7M | $80.4M | ||
| Q1 25 | $646.1M | $81.0M | ||
| Q4 24 | $604.7M | $75.4M | ||
| Q3 24 | $601.5M | $80.9M | ||
| Q2 24 | $598.7M | $80.2M | ||
| Q1 24 | $571.7M | $78.2M |
负债/权益比ASLEFTHM
| Q4 25 | 0.00× | 0.15× | ||
| Q3 25 | 0.00× | 0.12× | ||
| Q2 25 | 0.00× | 0.12× | ||
| Q1 25 | 0.00× | 0.12× | ||
| Q4 24 | 0.00× | 0.21× | ||
| Q3 24 | 0.00× | 0.19× | ||
| Q2 24 | 0.00× | 0.07× | ||
| Q1 24 | 0.01× | 0.07× |
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 | $-20.5M |
| 自由现金流经营现金流 - 资本支出 | $9.8M | $-20.7M |
| 自由现金流率自由现金流/营收 | 10.8% | -22.8% |
| 资本支出强度资本支出/营收 | 1.7% | 0.1% |
| 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 | $-29.4M |
8季度趋势，按日历期对齐
经营现金流ASLEFTHM
| Q4 25 | $11.4M | $-20.5M | ||
| Q3 25 | $-8.9M | $3.0M | ||
| Q2 25 | $19.8M | $-5.9M | ||
| Q1 25 | $-45.2M | $-5.7M | ||
| Q4 24 | $37.5M | $-4.7M | ||
| Q3 24 | $10.4M | $-330.0K | ||
| Q2 24 | $-15.3M | $-3.1M | ||
| Q1 24 | $-21.5M | $-947.0K |
自由现金流ASLEFTHM
| Q4 25 | $9.8M | $-20.7M | ||
| Q3 25 | $-9.8M | $3.0M | ||
| Q2 25 | $18.6M | $-6.0M | ||
| Q1 25 | $-47.6M | $-5.8M | ||
| Q4 24 | $32.3M | $-4.7M | ||
| Q3 24 | $8.9M | $-364.0K | ||
| Q2 24 | $-18.9M | $-3.1M | ||
| Q1 24 | $-25.0M | $-948.0K |
自由现金流率ASLEFTHM
| Q4 25 | 10.8% | -22.8% | ||
| Q3 25 | -13.8% | 2.6% | ||
| Q2 25 | 17.3% | -4.9% | ||
| Q1 25 | -72.4% | -6.2% | ||
| Q4 24 | 34.0% | -5.2% | ||
| Q3 24 | 10.7% | -0.4% | ||
| Q2 24 | -24.6% | -3.5% | ||
| Q1 24 | -27.7% | -1.3% |
资本支出强度ASLEFTHM
| Q4 25 | 1.7% | 0.1% | ||
| Q3 25 | 1.3% | 0.0% | ||
| Q2 25 | 1.1% | 0.0% | ||
| Q1 25 | 3.7% | 0.0% | ||
| Q4 24 | 5.6% | 0.1% | ||
| Q3 24 | 1.9% | 0.0% | ||
| Q2 24 | 4.7% | 0.0% | ||
| Q1 24 | 3.9% | 0.0% |
现金转化率ASLEFTHM
| Q4 25 | 2.11× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.31× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 13.89× | — | ||
| Q3 24 | 20.52× | — | ||
| Q2 24 | — | — | ||
| 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% |
FTHM
| Real Estate Brokerage | $84.9M | 94% |
| Mortgage Segment | $3.4M | 4% |
| Other | $2.3M | 3% |
