vs
AerSale Corp（ASLE）与Hut 8 Corp.（HUT）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Hut 8 Corp.的1.0倍（$90.9M vs $88.5M），AerSale Corp净利率更高（5.9% vs -316.0%，领先322.0%），Hut 8 Corp.同比增速更快（179.2% vs -4.0%），过去两年Hut 8 Corp.的营收复合增速更高（30.8% 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。
Tropical Hut是菲律宾水星集团旗下的快餐连锁品牌，是菲律宾历史第七悠久的餐饮连锁品牌，创立时间早于1978年成立的快乐蜂及1981年进入菲律宾市场的麦当劳。
ASLE vs HUT — 直观对比
营收规模更大
ASLE
是对方的1.0倍
$88.5M
营收增速更快
HUT
高出183.2%
-4.0%
净利率更高
ASLE
高出322.0%
-316.0%
两年增速更快
HUT
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $88.5M |
| 净利润 | $5.4M | $-279.7M |
| 毛利率 | 34.1% | 60.4% |
| 营业利润率 | 7.8% | -491.4% |
| 净利率 | 5.9% | -316.0% |
| 营收同比 | -4.0% | 179.2% |
| 净利润同比 | 99.7% | -283.7% |
| 每股收益（稀释后） | $0.10 | $-2.45 |
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ASLEHUT
| Q4 25 | $90.9M | $88.5M | ||
| Q3 25 | $71.2M | $83.5M | ||
| Q2 25 | $107.4M | $41.3M | ||
| Q1 25 | $65.8M | $21.8M | ||
| Q4 24 | $94.7M | $31.7M | ||
| Q3 24 | $82.7M | $43.7M | ||
| Q2 24 | $77.1M | $35.2M | ||
| Q1 24 | $90.5M | $51.7M |
净利润ASLEHUT
| Q4 25 | $5.4M | $-279.7M | ||
| Q3 25 | $-120.0K | $50.1M | ||
| Q2 25 | $8.6M | $137.3M | ||
| Q1 25 | $-5.3M | $-133.9M | ||
| Q4 24 | $2.7M | $152.2M | ||
| Q3 24 | $509.0K | $647.0K | ||
| Q2 24 | $-3.6M | $-71.9M | ||
| Q1 24 | $6.3M | $250.9M |
毛利率ASLEHUT
| Q4 25 | 34.1% | 60.4% | ||
| Q3 25 | 30.2% | 61.3% | ||
| Q2 25 | 32.9% | 47.3% | ||
| Q1 25 | 27.3% | 14.5% | ||
| Q4 24 | 31.4% | 35.9% | ||
| Q3 24 | 28.6% | 59.9% | ||
| Q2 24 | 28.2% | 41.4% | ||
| Q1 24 | 31.8% | 45.6% |
营业利润率ASLEHUT
| Q4 25 | 7.8% | -491.4% | ||
| Q3 25 | 4.0% | 87.0% | ||
| Q2 25 | 11.7% | — | ||
| Q1 25 | -10.1% | -676.8% | ||
| Q4 24 | 5.2% | — | ||
| Q3 24 | 2.4% | -3.6% | ||
| Q2 24 | -2.4% | -246.2% | ||
| Q1 24 | 5.2% | — |
净利率ASLEHUT
| Q4 25 | 5.9% | -316.0% | ||
| Q3 25 | -0.2% | 60.0% | ||
| Q2 25 | 8.0% | 332.5% | ||
| Q1 25 | -8.0% | -613.7% | ||
| Q4 24 | 2.9% | 480.3% | ||
| Q3 24 | 0.6% | 1.5% | ||
| Q2 24 | -4.7% | -204.1% | ||
| Q1 24 | 6.9% | 484.9% |
每股收益（稀释后）ASLEHUT
| Q4 25 | $0.10 | $-2.45 | ||
| Q3 25 | $0.00 | $0.43 | ||
| Q2 25 | $0.18 | $1.18 | ||
| Q1 25 | $-0.10 | $-1.30 | ||
| Q4 24 | $0.05 | $1.41 | ||
| Q3 24 | $0.01 | $0.01 | ||
| Q2 24 | $-0.07 | $-0.78 | ||
| Q1 24 | $0.12 | $2.76 |
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 | $44.9M |
| 总债务越低越好 | $1.3M | — |
| 股东权益账面价值 | $424.4M | $1.4B |
| 总资产 | $640.5M | $2.8B |
| 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ASLEHUT
| Q4 25 | $4.4M | $44.9M | ||
| Q3 25 | $5.3M | $33.5M | ||
| Q2 25 | $5.7M | $216.3M | ||
| Q1 25 | $4.7M | $108.4M | ||
| Q4 24 | $4.7M | $85.0M | ||
| Q3 24 | $9.8M | — | ||
| Q2 24 | $4.3M | — | ||
| Q1 24 | $2.6M | $11.5M |
总债务ASLEHUT
| Q4 25 | $1.3M | — | ||
| Q3 25 | $1.5M | — | ||
| Q2 25 | $907.0K | — | ||
| Q1 25 | $1.1M | — | ||
| Q4 24 | $1.2M | $300.6M | ||
| Q3 24 | $376.0K | $297.3M | ||
| Q2 24 | $522.0K | $328.8M | ||
| Q1 24 | $3.5M | $177.6M |
股东权益ASLEHUT
| Q4 25 | $424.4M | $1.4B | ||
| Q3 25 | $417.1M | $1.4B | ||
| Q2 25 | $415.9M | $1.3B | ||
| Q1 25 | $406.5M | $960.0M | ||
| Q4 24 | $455.6M | $976.7M | ||
| Q3 24 | $451.5M | $703.9M | ||
| Q2 24 | $449.8M | $660.1M | ||
| Q1 24 | $452.0M | $732.0M |
总资产ASLEHUT
| Q4 25 | $640.5M | $2.8B | ||
| Q3 25 | $646.3M | $2.7B | ||
| Q2 25 | $646.7M | $2.0B | ||
| Q1 25 | $646.1M | $1.6B | ||
| Q4 24 | $604.7M | $1.5B | ||
| Q3 24 | $601.5M | $1.1B | ||
| Q2 24 | $598.7M | $1.1B | ||
| Q1 24 | $571.7M | $999.0M |
负债/权益比ASLEHUT
| Q4 25 | 0.00× | — | ||
| Q3 25 | 0.00× | — | ||
| Q2 25 | 0.00× | — | ||
| Q1 25 | 0.00× | — | ||
| Q4 24 | 0.00× | 0.31× | ||
| Q3 24 | 0.00× | 0.42× | ||
| Q2 24 | 0.00× | 0.50× | ||
| Q1 24 | 0.01× | 0.24× |
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 | $-139.2M |
| 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ASLEHUT
| Q4 25 | $11.4M | $-139.2M | ||
| Q3 25 | $-8.9M | $770.0K | ||
| Q2 25 | $19.8M | $-48.8M | ||
| Q1 25 | $-45.2M | $-33.8M | ||
| Q4 24 | $37.5M | $-68.5M | ||
| Q3 24 | $10.4M | $-4.2M | ||
| Q2 24 | $-15.3M | $-16.4M | ||
| Q1 24 | $-21.5M | $-26.3M |
自由现金流ASLEHUT
| 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ASLEHUT
| 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ASLEHUT
| 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ASLEHUT
| Q4 25 | 2.11× | — | ||
| Q3 25 | — | 0.02× | ||
| Q2 25 | 2.31× | -0.36× | ||
| Q1 25 | — | — | ||
| Q4 24 | 13.89× | -0.45× | ||
| Q3 24 | 20.52× | -6.49× | ||
| Q2 24 | — | — | ||
| Q1 24 | -3.42× | -0.11× |
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% |
HUT
| High Performance Computing Colocation And Cloud | $81.9M | 93% |
| Power | $5.0M | 6% |
| Digital Infrastructure | $1.6M | 2% |
