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AerSale Corp（ASLE）与GLAUKOS Corp（GKOS）财务数据对比。点击上方公司名可切换其他公司
GLAUKOS Corp的季度营收约是AerSale Corp的1.7倍（$150.6M vs $90.9M），GLAUKOS Corp净利率更高（6.2% vs 5.9%，领先0.3%），GLAUKOS Corp同比增速更快（41.2% vs -4.0%），过去两年GLAUKOS Corp的营收复合增速更高（25.4% 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。
Glaukos Corp是一家专注于眼科领域的医疗科技企业，开发并商业化用于治疗青光眼、角膜疾病等眼部病症的微创手术器械、处方药物及消费级产品，主要市场覆盖北美、欧洲及亚太地区，为全球医院、眼科诊所及患者提供服务。
ASLE vs GKOS — 直观对比
营收规模更大
GKOS
是对方的1.7倍
$90.9M
营收增速更快
GKOS
高出45.2%
-4.0%
净利率更高
GKOS
高出0.3%
5.9%
两年增速更快
GKOS
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $150.6M |
| 净利润 | $5.4M | $9.4M |
| 毛利率 | 34.1% | 77.9% |
| 营业利润率 | 7.8% | 9.0% |
| 净利率 | 5.9% | 6.2% |
| 营收同比 | -4.0% | 41.2% |
| 净利润同比 | 99.7% | — |
| 每股收益（稀释后） | $0.10 | — |
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ASLEGKOS
| Q1 26 | — | $150.6M | ||
| Q4 25 | $90.9M | $143.1M | ||
| Q3 25 | $71.2M | $133.5M | ||
| Q2 25 | $107.4M | $124.1M | ||
| Q1 25 | $65.8M | $106.7M | ||
| Q4 24 | $94.7M | $105.5M | ||
| Q3 24 | $82.7M | $96.7M | ||
| Q2 24 | $77.1M | $95.7M |
净利润ASLEGKOS
| Q1 26 | — | $9.4M | ||
| Q4 25 | $5.4M | $-133.7M | ||
| Q3 25 | $-120.0K | $-16.2M | ||
| Q2 25 | $8.6M | $-19.7M | ||
| Q1 25 | $-5.3M | $-18.1M | ||
| Q4 24 | $2.7M | $-33.6M | ||
| Q3 24 | $509.0K | $-21.4M | ||
| Q2 24 | $-3.6M | $-50.5M |
毛利率ASLEGKOS
| Q1 26 | — | 77.9% | ||
| Q4 25 | 34.1% | -1.1% | ||
| Q3 25 | 30.2% | 78.4% | ||
| Q2 25 | 32.9% | 78.3% | ||
| Q1 25 | 27.3% | 77.2% | ||
| Q4 24 | 31.4% | 72.9% | ||
| Q3 24 | 28.6% | 76.6% | ||
| Q2 24 | 28.2% | 76.4% |
营业利润率ASLEGKOS
| Q1 26 | — | 9.0% | ||
| Q4 25 | 7.8% | -97.7% | ||
| Q3 25 | 4.0% | -12.3% | ||
| Q2 25 | 11.7% | -18.3% | ||
| Q1 25 | -10.1% | -19.4% | ||
| Q4 24 | 5.2% | -27.2% | ||
| Q3 24 | 2.4% | -25.5% | ||
| Q2 24 | -2.4% | -31.3% |
净利率ASLEGKOS
| Q1 26 | — | 6.2% | ||
| Q4 25 | 5.9% | -93.4% | ||
| Q3 25 | -0.2% | -12.2% | ||
| Q2 25 | 8.0% | -15.8% | ||
| Q1 25 | -8.0% | -17.0% | ||
| Q4 24 | 2.9% | -31.8% | ||
| Q3 24 | 0.6% | -22.1% | ||
| Q2 24 | -4.7% | -52.8% |
每股收益（稀释后）ASLEGKOS
| Q1 26 | — | — | ||
| Q4 25 | $0.10 | $-2.34 | ||
| Q3 25 | $0.00 | $-0.28 | ||
| Q2 25 | $0.18 | $-0.34 | ||
| Q1 25 | $-0.10 | $-0.32 | ||
| Q4 24 | $0.05 | $-0.56 | ||
| Q3 24 | $0.01 | $-0.39 | ||
| Q2 24 | $-0.07 | $-1.00 |
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 | $276.7M |
| 总债务越低越好 | $1.3M | — |
| 股东权益账面价值 | $424.4M | $670.9M |
| 总资产 | $640.5M | $893.3M |
| 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ASLEGKOS
| Q1 26 | — | $276.7M | ||
| Q4 25 | $4.4M | $90.8M | ||
| Q3 25 | $5.3M | $98.2M | ||
| Q2 25 | $5.7M | $100.8M | ||
| Q1 25 | $4.7M | $114.3M | ||
| Q4 24 | $4.7M | $169.6M | ||
| Q3 24 | $9.8M | $100.1M | ||
| Q2 24 | $4.3M | $68.1M |
总债务ASLEGKOS
| 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ASLEGKOS
| Q1 26 | — | $670.9M | ||
| Q4 25 | $424.4M | $656.2M | ||
| Q3 25 | $417.1M | $769.5M | ||
| Q2 25 | $415.9M | $765.1M | ||
| Q1 25 | $406.5M | $764.0M | ||
| Q4 24 | $455.6M | $766.9M | ||
| Q3 24 | $451.5M | $668.5M | ||
| Q2 24 | $449.8M | $665.2M |
总资产ASLEGKOS
| Q1 26 | — | $893.3M | ||
| Q4 25 | $640.5M | $893.5M | ||
| Q3 25 | $646.3M | $999.4M | ||
| Q2 25 | $646.7M | $987.0M | ||
| Q1 25 | $646.1M | $966.2M | ||
| Q4 24 | $604.7M | $974.8M | ||
| Q3 24 | $601.5M | $926.5M | ||
| Q2 24 | $598.7M | $919.7M |
负债/权益比ASLEGKOS
| 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 | — |
| 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
经营现金流ASLEGKOS
| Q1 26 | — | — | ||
| Q4 25 | $11.4M | $6.8M | ||
| Q3 25 | $-8.9M | $-10.1M | ||
| Q2 25 | $19.8M | $7.0M | ||
| Q1 25 | $-45.2M | $-18.5M | ||
| Q4 24 | $37.5M | $507.0K | ||
| Q3 24 | $10.4M | $-9.6M | ||
| Q2 24 | $-15.3M | $-18.4M |
自由现金流ASLEGKOS
| Q1 26 | — | — | ||
| Q4 25 | $9.8M | $3.9M | ||
| Q3 25 | $-9.8M | $-11.7M | ||
| Q2 25 | $18.6M | $5.8M | ||
| Q1 25 | $-47.6M | $-20.5M | ||
| Q4 24 | $32.3M | $-1.2M | ||
| Q3 24 | $8.9M | $-11.0M | ||
| Q2 24 | $-18.9M | $-20.5M |
自由现金流率ASLEGKOS
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | 2.7% | ||
| Q3 25 | -13.8% | -8.8% | ||
| Q2 25 | 17.3% | 4.7% | ||
| Q1 25 | -72.4% | -19.2% | ||
| Q4 24 | 34.0% | -1.2% | ||
| Q3 24 | 10.7% | -11.4% | ||
| Q2 24 | -24.6% | -21.4% |
资本支出强度ASLEGKOS
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | 2.0% | ||
| Q3 25 | 1.3% | 1.2% | ||
| Q2 25 | 1.1% | 0.9% | ||
| Q1 25 | 3.7% | 1.8% | ||
| Q4 24 | 5.6% | 1.6% | ||
| Q3 24 | 1.9% | 1.5% | ||
| Q2 24 | 4.7% | 2.2% |
现金转化率ASLEGKOS
| Q1 26 | — | — | ||
| Q4 25 | 2.11× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.31× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 13.89× | — | ||
| Q3 24 | 20.52× | — | ||
| Q2 24 | — | — |
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% |
GKOS
暂无分部数据
