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AerSale Corp（ASLE）与Globalstar, Inc.（GSAT）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Globalstar, Inc.的1.3倍（$90.9M vs $72.0M），AerSale Corp净利率更高（5.9% vs -16.1%，领先22.1%），Globalstar, Inc.同比增速更快（17.6% vs -4.0%），过去两年Globalstar, Inc.的营收复合增速更高（12.9% 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。
Globalstar Inc.是一家美国电信企业，运营近地轨道卫星星座，可提供卫星电话、低速数据传输及对地观测服务，其第二代卫星星座由25颗卫星组成，相关服务可覆盖全球大部分区域的通信及遥感需求。
ASLE vs GSAT — 直观对比
营收规模更大
ASLE
是对方的1.3倍
$72.0M
营收增速更快
GSAT
高出21.6%
-4.0%
净利率更高
ASLE
高出22.1%
-16.1%
两年增速更快
GSAT
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $72.0M |
| 净利润 | $5.4M | $-11.6M |
| 毛利率 | 34.1% | — |
| 营业利润率 | 7.8% | -0.5% |
| 净利率 | 5.9% | -16.1% |
| 营收同比 | -4.0% | 17.6% |
| 净利润同比 | 99.7% | 76.9% |
| 每股收益（稀释后） | $0.10 | $-0.11 |
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ASLEGSAT
| Q4 25 | $90.9M | $72.0M | ||
| Q3 25 | $71.2M | $73.8M | ||
| Q2 25 | $107.4M | $67.1M | ||
| Q1 25 | $65.8M | $60.0M | ||
| Q4 24 | $94.7M | $61.2M | ||
| Q3 24 | $82.7M | $72.3M | ||
| Q2 24 | $77.1M | $60.4M | ||
| Q1 24 | $90.5M | $56.5M |
净利润ASLEGSAT
| Q4 25 | $5.4M | $-11.6M | ||
| Q3 25 | $-120.0K | $1.1M | ||
| Q2 25 | $8.6M | $19.2M | ||
| Q1 25 | $-5.3M | $-17.3M | ||
| Q4 24 | $2.7M | $-50.2M | ||
| Q3 24 | $509.0K | $9.9M | ||
| Q2 24 | $-3.6M | $-9.7M | ||
| Q1 24 | $6.3M | $-13.2M |
毛利率ASLEGSAT
| 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ASLEGSAT
| Q4 25 | 7.8% | -0.5% | ||
| Q3 25 | 4.0% | 13.8% | ||
| Q2 25 | 11.7% | 9.2% | ||
| Q1 25 | -10.1% | -14.2% | ||
| Q4 24 | 5.2% | -6.9% | ||
| Q3 24 | 2.4% | 13.0% | ||
| Q2 24 | -2.4% | -2.4% | ||
| Q1 24 | 5.2% | -8.3% |
净利率ASLEGSAT
| Q4 25 | 5.9% | -16.1% | ||
| Q3 25 | -0.2% | 1.5% | ||
| Q2 25 | 8.0% | 28.6% | ||
| Q1 25 | -8.0% | -28.9% | ||
| Q4 24 | 2.9% | -82.1% | ||
| Q3 24 | 0.6% | 13.7% | ||
| Q2 24 | -4.7% | -16.0% | ||
| Q1 24 | 6.9% | -23.4% |
每股收益（稀释后）ASLEGSAT
| Q4 25 | $0.10 | $-0.11 | ||
| Q3 25 | $0.00 | $-0.01 | ||
| Q2 25 | $0.18 | $0.13 | ||
| Q1 25 | $-0.10 | $-0.16 | ||
| Q4 24 | $0.05 | $-0.57 | ||
| Q3 24 | $0.01 | $0.00 | ||
| Q2 24 | $-0.07 | $-0.01 | ||
| Q1 24 | $0.12 | $-0.01 |
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 | $447.5M |
| 总债务越低越好 | $1.3M | $483.8M |
| 股东权益账面价值 | $424.4M | $355.7M |
| 总资产 | $640.5M | $2.3B |
| 负债/权益比越低杠杆越低 | 0.00× | 1.36× |
8季度趋势，按日历期对齐
现金及短期投资ASLEGSAT
| Q4 25 | $4.4M | $447.5M | ||
| Q3 25 | $5.3M | $346.3M | ||
| Q2 25 | $5.7M | $308.2M | ||
| Q1 25 | $4.7M | $241.4M | ||
| Q4 24 | $4.7M | $391.2M | ||
| Q3 24 | $9.8M | $51.9M | ||
| Q2 24 | $4.3M | $64.3M | ||
| Q1 24 | $2.6M | $59.3M |
总债务ASLEGSAT
| Q4 25 | $1.3M | $483.8M | ||
| Q3 25 | $1.5M | $508.6M | ||
| Q2 25 | $907.0K | $491.5M | ||
| Q1 25 | $1.1M | $502.7M | ||
| Q4 24 | $1.2M | $511.4M | ||
| Q3 24 | $376.0K | $394.4M | ||
| Q2 24 | $522.0K | $393.1M | ||
| Q1 24 | $3.5M | $398.7M |
股东权益ASLEGSAT
| Q4 25 | $424.4M | $355.7M | ||
| Q3 25 | $417.1M | $364.8M | ||
| Q2 25 | $415.9M | $360.9M | ||
| Q1 25 | $406.5M | $344.3M | ||
| Q4 24 | $455.6M | $358.9M | ||
| Q3 24 | $451.5M | $394.1M | ||
| Q2 24 | $449.8M | $383.0M | ||
| Q1 24 | $452.0M | $377.1M |
总资产ASLEGSAT
| Q4 25 | $640.5M | $2.3B | ||
| Q3 25 | $646.3M | $2.2B | ||
| Q2 25 | $646.7M | $1.9B | ||
| Q1 25 | $646.1M | $1.7B | ||
| Q4 24 | $604.7M | $1.7B | ||
| Q3 24 | $601.5M | $917.6M | ||
| Q2 24 | $598.7M | $926.2M | ||
| Q1 24 | $571.7M | $917.0M |
负债/权益比ASLEGSAT
| Q4 25 | 0.00× | 1.36× | ||
| Q3 25 | 0.00× | 1.39× | ||
| Q2 25 | 0.00× | 1.36× | ||
| Q1 25 | 0.00× | 1.46× | ||
| Q4 24 | 0.00× | 1.43× | ||
| Q3 24 | 0.00× | 1.00× | ||
| Q2 24 | 0.00× | 1.03× | ||
| Q1 24 | 0.01× | 1.06× |
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 | $175.9M |
| 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ASLEGSAT
| Q4 25 | $11.4M | $175.9M | ||
| Q3 25 | $-8.9M | $236.0M | ||
| Q2 25 | $19.8M | $157.9M | ||
| Q1 25 | $-45.2M | $51.9M | ||
| Q4 24 | $37.5M | $340.7M | ||
| Q3 24 | $10.4M | $32.0M | ||
| Q2 24 | $-15.3M | $36.7M | ||
| Q1 24 | $-21.5M | $29.8M |
自由现金流ASLEGSAT
| 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 24 | $-25.0M | — |
自由现金流率ASLEGSAT
| 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 24 | -27.7% | — |
资本支出强度ASLEGSAT
| 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 24 | 3.9% | — |
现金转化率ASLEGSAT
| Q4 25 | 2.11× | — | ||
| Q3 25 | — | 216.53× | ||
| Q2 25 | 2.31× | 8.22× | ||
| Q1 25 | — | — | ||
| Q4 24 | 13.89× | — | ||
| Q3 24 | 20.52× | 3.23× | ||
| 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% |
GSAT
| Services | $67.4M | 94% |
| Products | $4.6M | 6% |
