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AerSale Corp（ASLE）与牛津地产（IIPR）财务数据对比。点击上方公司名可切换其他公司
AerSale Corp的季度营收约是牛津地产的1.4倍（$90.9M vs $66.7M），牛津地产净利率更高（47.8% vs 5.9%，领先41.8%），AerSale Corp同比增速更快（-4.0% vs -13.1%），过去两年AerSale Corp的营收复合增速更高（0.2% vs -6.0%）
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。
牛津地产是一家加拿大跨国企业，业务涵盖房地产投资、开发与物业管理。其投资组合包含写字楼、零售、工业、多户住宅、生命科学及酒店类资产。该公司1960年以私营企业形式创立，自2003年起成为安大略省市政雇员退休系统（OMERS）的全资子公司，总部设于多伦多，在纽约、伦敦、澳大利亚、新加坡及卢森堡均设有区域总部。
ASLE vs IIPR — 直观对比
营收规模更大
ASLE
是对方的1.4倍
$66.7M
营收增速更快
ASLE
高出9.1%
-13.1%
净利率更高
IIPR
高出41.8%
5.9%
两年增速更快
ASLE
近两年复合增速
-6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $66.7M |
| 净利润 | $5.4M | $31.8M |
| 毛利率 | 34.1% | — |
| 营业利润率 | 7.8% | 47.8% |
| 净利率 | 5.9% | 47.8% |
| 营收同比 | -4.0% | -13.1% |
| 净利润同比 | 99.7% | -20.4% |
| 每股收益（稀释后） | $0.10 | $1.07 |
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ASLEIIPR
| Q4 25 | $90.9M | $66.7M | ||
| Q3 25 | $71.2M | $64.7M | ||
| Q2 25 | $107.4M | $62.9M | ||
| Q1 25 | $65.8M | $71.7M | ||
| Q4 24 | $94.7M | $76.7M | ||
| Q3 24 | $82.7M | $76.5M | ||
| Q2 24 | $77.1M | $79.8M | ||
| Q1 24 | $90.5M | $75.5M |
净利润ASLEIIPR
| Q4 25 | $5.4M | $31.8M | ||
| Q3 25 | $-120.0K | $29.3M | ||
| Q2 25 | $8.6M | $26.0M | ||
| Q1 25 | $-5.3M | $31.1M | ||
| Q4 24 | $2.7M | $40.0M | ||
| Q3 24 | $509.0K | $40.2M | ||
| Q2 24 | $-3.6M | $42.0M | ||
| Q1 24 | $6.3M | $39.4M |
毛利率ASLEIIPR
| 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ASLEIIPR
| Q4 25 | 7.8% | 47.8% | ||
| Q3 25 | 4.0% | 45.5% | ||
| Q2 25 | 11.7% | 45.9% | ||
| Q1 25 | -10.1% | 47.4% | ||
| Q4 24 | 5.2% | 54.7% | ||
| Q3 24 | 2.4% | 54.8% | ||
| Q2 24 | -2.4% | 53.1% | ||
| Q1 24 | 5.2% | 55.7% |
净利率ASLEIIPR
| Q4 25 | 5.9% | 47.8% | ||
| Q3 25 | -0.2% | 45.3% | ||
| Q2 25 | 8.0% | 41.4% | ||
| Q1 25 | -8.0% | 43.3% | ||
| Q4 24 | 2.9% | 52.2% | ||
| Q3 24 | 0.6% | 52.6% | ||
| Q2 24 | -4.7% | 52.6% | ||
| Q1 24 | 6.9% | 52.3% |
每股收益（稀释后）ASLEIIPR
| Q4 25 | $0.10 | $1.07 | ||
| Q3 25 | $0.00 | $0.97 | ||
| Q2 25 | $0.18 | $0.86 | ||
| Q1 25 | $-0.10 | $1.03 | ||
| Q4 24 | $0.05 | $1.35 | ||
| Q3 24 | $0.01 | $1.37 | ||
| Q2 24 | $-0.07 | $1.44 | ||
| Q1 24 | $0.12 | $1.36 |
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 | $47.6M |
| 总债务越低越好 | $1.3M | $393.7M |
| 股东权益账面价值 | $424.4M | $1.8B |
| 总资产 | $640.5M | $2.4B |
| 负债/权益比越低杠杆越低 | 0.00× | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资ASLEIIPR
| Q4 25 | $4.4M | $47.6M | ||
| Q3 25 | $5.3M | $41.9M | ||
| Q2 25 | $5.7M | $104.9M | ||
| Q1 25 | $4.7M | $133.3M | ||
| Q4 24 | $4.7M | $151.2M | ||
| Q3 24 | $9.8M | $172.4M | ||
| Q2 24 | $4.3M | $160.9M | ||
| Q1 24 | $2.6M | $173.5M |
总债务ASLEIIPR
| Q4 25 | $1.3M | $393.7M | ||
| Q3 25 | $1.5M | — | ||
| Q2 25 | $907.0K | — | ||
| Q1 25 | $1.1M | — | ||
| Q4 24 | $1.2M | — | ||
| Q3 24 | $376.0K | — | ||
| Q2 24 | $522.0K | — | ||
| Q1 24 | $3.5M | — |
股东权益ASLEIIPR
| Q4 25 | $424.4M | $1.8B | ||
| Q3 25 | $417.1M | $1.9B | ||
| Q2 25 | $415.9M | $1.9B | ||
| Q1 25 | $406.5M | $1.9B | ||
| Q4 24 | $455.6M | $1.9B | ||
| Q3 24 | $451.5M | $1.9B | ||
| Q2 24 | $449.8M | $1.9B | ||
| Q1 24 | $452.0M | $2.0B |
总资产ASLEIIPR
| Q4 25 | $640.5M | $2.4B | ||
| Q3 25 | $646.3M | $2.3B | ||
| Q2 25 | $646.7M | $2.3B | ||
| Q1 25 | $646.1M | $2.4B | ||
| Q4 24 | $604.7M | $2.4B | ||
| Q3 24 | $601.5M | $2.4B | ||
| Q2 24 | $598.7M | $2.4B | ||
| Q1 24 | $571.7M | $2.4B |
负债/权益比ASLEIIPR
| Q4 25 | 0.00× | 0.21× | ||
| Q3 25 | 0.00× | — | ||
| Q2 25 | 0.00× | — | ||
| Q1 25 | 0.00× | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | 0.00× | — | ||
| Q1 24 | 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 | $198.2M |
| 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× | 6.22× |
| 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ASLEIIPR
| Q4 25 | $11.4M | $198.2M | ||
| Q3 25 | $-8.9M | $45.6M | ||
| Q2 25 | $19.8M | $48.4M | ||
| Q1 25 | $-45.2M | $54.2M | ||
| Q4 24 | $37.5M | $258.4M | ||
| Q3 24 | $10.4M | $64.9M | ||
| Q2 24 | $-15.3M | $64.2M | ||
| Q1 24 | $-21.5M | $71.6M |
自由现金流ASLEIIPR
| 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ASLEIIPR
| 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ASLEIIPR
| 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ASLEIIPR
| Q4 25 | 2.11× | 6.22× | ||
| Q3 25 | — | 1.56× | ||
| Q2 25 | 2.31× | 1.86× | ||
| Q1 25 | — | 1.75× | ||
| Q4 24 | 13.89× | 6.46× | ||
| Q3 24 | 20.52× | 1.61× | ||
| Q2 24 | — | 1.53× | ||
| Q1 24 | -3.42× | 1.82× |
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% |
IIPR
暂无分部数据
