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AerSale Corp（ASLE）与IBEX Ltd（IBEX）财务数据对比。点击上方公司名可切换其他公司
IBEX Ltd的季度营收约是AerSale Corp的1.8倍（$164.2M vs $90.9M），IBEX Ltd净利率更高（7.4% vs 5.9%，领先1.5%），IBEX Ltd同比增速更快（16.7% vs -4.0%），AerSale Corp自由现金流更多（$9.8M vs $-5.1M），过去两年IBEX Ltd的营收复合增速更高（13.8% 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。
IBEX 35是西班牙主要交易所马德里证券交易所的基准股票指数，该指数始创于1992年，由西班牙证券市场集团BME旗下的交易所公司负责计算与管理。它以市值加权编制，涵盖马德里证券交易所流动性最高的35只西班牙股票，每年进行两次成分股调整。
ASLE vs IBEX — 直观对比
营收规模更大
IBEX
是对方的1.8倍
$90.9M
营收增速更快
IBEX
高出20.7%
-4.0%
净利率更高
IBEX
高出1.5%
5.9%
自由现金流更多
ASLE
多$14.9M
$-5.1M
两年增速更快
IBEX
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $164.2M |
| 净利润 | $5.4M | $12.2M |
| 毛利率 | 34.1% | — |
| 营业利润率 | 7.8% | 9.3% |
| 净利率 | 5.9% | 7.4% |
| 营收同比 | -4.0% | 16.7% |
| 净利润同比 | 99.7% | 31.8% |
| 每股收益（稀释后） | $0.10 | $0.83 |
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ASLEIBEX
| Q4 25 | $90.9M | $164.2M | ||
| Q3 25 | $71.2M | $151.2M | ||
| Q2 25 | $107.4M | $147.1M | ||
| Q1 25 | $65.8M | $140.7M | ||
| Q4 24 | $94.7M | $140.7M | ||
| Q3 24 | $82.7M | $129.7M | ||
| Q2 24 | $77.1M | $124.5M | ||
| Q1 24 | $90.5M | $126.8M |
净利润ASLEIBEX
| Q4 25 | $5.4M | $12.2M | ||
| Q3 25 | $-120.0K | $12.0M | ||
| Q2 25 | $8.6M | $9.6M | ||
| Q1 25 | $-5.3M | $10.5M | ||
| Q4 24 | $2.7M | $9.3M | ||
| Q3 24 | $509.0K | $7.5M | ||
| Q2 24 | $-3.6M | $9.8M | ||
| Q1 24 | $6.3M | $10.3M |
毛利率ASLEIBEX
| 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ASLEIBEX
| Q4 25 | 7.8% | 9.3% | ||
| Q3 25 | 4.0% | 9.1% | ||
| Q2 25 | 11.7% | 8.3% | ||
| Q1 25 | -10.1% | 9.5% | ||
| Q4 24 | 5.2% | 8.5% | ||
| Q3 24 | 2.4% | 7.0% | ||
| Q2 24 | -2.4% | 10.3% | ||
| Q1 24 | 5.2% | 8.9% |
净利率ASLEIBEX
| Q4 25 | 5.9% | 7.4% | ||
| Q3 25 | -0.2% | 8.0% | ||
| Q2 25 | 8.0% | 6.5% | ||
| Q1 25 | -8.0% | 7.4% | ||
| Q4 24 | 2.9% | 6.6% | ||
| Q3 24 | 0.6% | 5.8% | ||
| Q2 24 | -4.7% | 7.9% | ||
| Q1 24 | 6.9% | 8.1% |
每股收益（稀释后）ASLEIBEX
| Q4 25 | $0.10 | $0.83 | ||
| Q3 25 | $0.00 | $0.82 | ||
| Q2 25 | $0.18 | $0.63 | ||
| Q1 25 | $-0.10 | $0.73 | ||
| Q4 24 | $0.05 | $0.57 | ||
| Q3 24 | $0.01 | $0.43 | ||
| Q2 24 | $-0.07 | $0.55 | ||
| Q1 24 | $0.12 | $0.57 |
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 | $15.5M |
| 总债务越低越好 | $1.3M | $594.0K |
| 股东权益账面价值 | $424.4M | $154.5M |
| 总资产 | $640.5M | $295.8M |
| 负债/权益比越低杠杆越低 | 0.00× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资ASLEIBEX
| Q4 25 | $4.4M | $15.5M | ||
| Q3 25 | $5.3M | $22.7M | ||
| Q2 25 | $5.7M | $15.3M | ||
| Q1 25 | $4.7M | $13.0M | ||
| Q4 24 | $4.7M | $20.2M | ||
| Q3 24 | $9.8M | $62.3M | ||
| Q2 24 | $4.3M | $62.7M | ||
| Q1 24 | $2.6M | $50.7M |
总债务ASLEIBEX
| Q4 25 | $1.3M | $594.0K | ||
| Q3 25 | $1.5M | $726.0K | ||
| Q2 25 | $907.0K | $796.0K | ||
| Q1 25 | $1.1M | $735.0K | ||
| Q4 24 | $1.2M | $695.0K | ||
| Q3 24 | $376.0K | $802.0K | ||
| Q2 24 | $522.0K | $867.0K | ||
| Q1 24 | $3.5M | $820.0K |
股东权益ASLEIBEX
| Q4 25 | $424.4M | $154.5M | ||
| Q3 25 | $417.1M | $143.6M | ||
| Q2 25 | $415.9M | $134.3M | ||
| Q1 25 | $406.5M | $124.2M | ||
| Q4 24 | $455.6M | $108.9M | ||
| Q3 24 | $451.5M | $171.1M | ||
| Q2 24 | $449.8M | $165.8M | ||
| Q1 24 | $452.0M | $159.3M |
总资产ASLEIBEX
| Q4 25 | $640.5M | $295.8M | ||
| Q3 25 | $646.3M | $283.9M | ||
| Q2 25 | $646.7M | $273.2M | ||
| Q1 25 | $646.1M | $274.7M | ||
| Q4 24 | $604.7M | $272.5M | ||
| Q3 24 | $601.5M | $306.3M | ||
| Q2 24 | $598.7M | $293.9M | ||
| Q1 24 | $571.7M | $289.6M |
负债/权益比ASLEIBEX
| Q4 25 | 0.00× | 0.00× | ||
| Q3 25 | 0.00× | 0.01× | ||
| Q2 25 | 0.00× | 0.01× | ||
| Q1 25 | 0.00× | 0.01× | ||
| Q4 24 | 0.00× | 0.01× | ||
| Q3 24 | 0.00× | 0.00× | ||
| Q2 24 | 0.00× | 0.01× | ||
| Q1 24 | 0.01× | 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 | $6.6M |
| 自由现金流经营现金流 - 资本支出 | $9.8M | $-5.1M |
| 自由现金流率自由现金流/营收 | 10.8% | -3.1% |
| 资本支出强度资本支出/营收 | 1.7% | 7.1% |
| 现金转化率经营现金流/净利润 | 2.11× | 0.54× |
| 过去12个月自由现金流最近4个季度 | $-29.1M | $29.3M |
8季度趋势，按日历期对齐
经营现金流ASLEIBEX
| Q4 25 | $11.4M | $6.6M | ||
| Q3 25 | $-8.9M | $15.7M | ||
| Q2 25 | $19.8M | $27.9M | ||
| Q1 25 | $-45.2M | $8.8M | ||
| Q4 24 | $37.5M | $1.1M | ||
| Q3 24 | $10.4M | $7.8M | ||
| Q2 24 | $-15.3M | $17.4M | ||
| Q1 24 | $-21.5M | $11.4M |
自由现金流ASLEIBEX
| Q4 25 | $9.8M | $-5.1M | ||
| Q3 25 | $-9.8M | $8.0M | ||
| Q2 25 | $18.6M | $22.8M | ||
| Q1 25 | $-47.6M | $3.6M | ||
| Q4 24 | $32.3M | $-3.2M | ||
| Q3 24 | $8.9M | $4.1M | ||
| Q2 24 | $-18.9M | $15.2M | ||
| Q1 24 | $-25.0M | $9.7M |
自由现金流率ASLEIBEX
| Q4 25 | 10.8% | -3.1% | ||
| Q3 25 | -13.8% | 5.3% | ||
| Q2 25 | 17.3% | 15.5% | ||
| Q1 25 | -72.4% | 2.5% | ||
| Q4 24 | 34.0% | -2.3% | ||
| Q3 24 | 10.7% | 3.2% | ||
| Q2 24 | -24.6% | 12.2% | ||
| Q1 24 | -27.7% | 7.7% |
资本支出强度ASLEIBEX
| Q4 25 | 1.7% | 7.1% | ||
| Q3 25 | 1.3% | 5.1% | ||
| Q2 25 | 1.1% | 3.5% | ||
| Q1 25 | 3.7% | 3.7% | ||
| Q4 24 | 5.6% | 3.1% | ||
| Q3 24 | 1.9% | 2.8% | ||
| Q2 24 | 4.7% | 1.8% | ||
| Q1 24 | 3.9% | 1.3% |
现金转化率ASLEIBEX
| Q4 25 | 2.11× | 0.54× | ||
| Q3 25 | — | 1.30× | ||
| Q2 25 | 2.31× | 2.91× | ||
| Q1 25 | — | 0.84× | ||
| Q4 24 | 13.89× | 0.12× | ||
| Q3 24 | 20.52× | 1.03× | ||
| Q2 24 | — | 1.77× | ||
| Q1 24 | -3.42× | 1.11× |
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% |
IBEX
| Transferred Over Time | $147.1M | 90% |
| Transferred At Point In Time | $17.1M | 10% |
