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AerSale Corp（ASLE）与Industrial Logistics Properties Trust（ILPT）财务数据对比。点击上方公司名可切换其他公司
Industrial Logistics Properties Trust的季度营收约是AerSale Corp的1.3倍（$113.9M vs $90.9M），AerSale Corp净利率更高（5.9% vs -1.6%，领先7.5%），Industrial Logistics Properties Trust同比增速更快（3.1% vs -4.0%），Industrial Logistics Properties Trust自由现金流更多（$42.0M vs $9.8M），过去两年Industrial Logistics Properties Trust的营收复合增速更高（0.7% 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。
Industrial Logistics Properties Trust是一家专注于工业与物流地产的房地产投资信托，主要在美国境内持有及运营配送中心、仓储设施与最后一公里配送物业，为电商、零售、制造及供应链运营企业提供仓储及物流运营相关配套服务。
ASLE vs ILPT — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $113.9M |
| 净利润 | $5.4M | $-1.8M |
| 毛利率 | 34.1% | — |
| 营业利润率 | 7.8% | -22.1% |
| 净利率 | 5.9% | -1.6% |
| 营收同比 | -4.0% | 3.1% |
| 净利润同比 | 99.7% | 92.6% |
| 每股收益（稀释后） | $0.10 | $-0.02 |
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
| Q4 25 | $90.9M | $113.9M | ||
| Q3 25 | $71.2M | $110.9M | ||
| Q2 25 | $107.4M | $112.1M | ||
| Q1 25 | $65.8M | $111.9M | ||
| Q4 24 | $94.7M | $110.5M | ||
| Q3 24 | $82.7M | $108.9M | ||
| Q2 24 | $77.1M | $110.6M | ||
| Q1 24 | $90.5M | $112.2M |
| Q4 25 | $5.4M | $-1.8M | ||
| Q3 25 | $-120.0K | $-21.6M | ||
| Q2 25 | $8.6M | $-21.3M | ||
| Q1 25 | $-5.3M | $-21.5M | ||
| Q4 24 | $2.7M | $-24.1M | ||
| Q3 24 | $509.0K | $-25.0M | ||
| Q2 24 | $-3.6M | $-23.2M | ||
| Q1 24 | $6.3M | $-23.4M |
| 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% | — |
| Q4 25 | 7.8% | -22.1% | ||
| Q3 25 | 4.0% | -29.4% | ||
| Q2 25 | 11.7% | -30.8% | ||
| Q1 25 | -10.1% | -26.9% | ||
| Q4 24 | 5.2% | -31.1% | ||
| Q3 24 | 2.4% | -33.5% | ||
| Q2 24 | -2.4% | -32.4% | ||
| Q1 24 | 5.2% | -31.7% |
| Q4 25 | 5.9% | -1.6% | ||
| Q3 25 | -0.2% | -19.4% | ||
| Q2 25 | 8.0% | -19.0% | ||
| Q1 25 | -8.0% | -19.2% | ||
| Q4 24 | 2.9% | -21.8% | ||
| Q3 24 | 0.6% | -22.9% | ||
| Q2 24 | -4.7% | -20.9% | ||
| Q1 24 | 6.9% | -20.9% |
| Q4 25 | $0.10 | $-0.02 | ||
| Q3 25 | $0.00 | $-0.33 | ||
| Q2 25 | $0.18 | $-0.32 | ||
| Q1 25 | $-0.10 | $-0.33 | ||
| Q4 24 | $0.05 | $-0.37 | ||
| Q3 24 | $0.01 | $-0.38 | ||
| Q2 24 | $-0.07 | $-0.35 | ||
| Q1 24 | $0.12 | $-0.36 |
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 | $94.8M |
| 总债务越低越好 | $1.3M | $4.2B |
| 股东权益账面价值 | $424.4M | $489.7M |
| 总资产 | $640.5M | $5.2B |
| 负债/权益比越低杠杆越低 | 0.00× | 8.56× |
8季度趋势，按日历期对齐
| Q4 25 | $4.4M | $94.8M | ||
| Q3 25 | $5.3M | $83.2M | ||
| Q2 25 | $5.7M | $58.6M | ||
| Q1 25 | $4.7M | $108.0M | ||
| Q4 24 | $4.7M | $131.7M | ||
| Q3 24 | $9.8M | $153.9M | ||
| Q2 24 | $4.3M | $146.2M | ||
| Q1 24 | $2.6M | $128.4M |
| Q4 25 | $1.3M | $4.2B | ||
| Q3 25 | $1.5M | $4.2B | ||
| Q2 25 | $907.0K | $4.2B | ||
| Q1 25 | $1.1M | $4.3B | ||
| Q4 24 | $1.2M | $4.3B | ||
| Q3 24 | $376.0K | $4.3B | ||
| Q2 24 | $522.0K | $4.3B | ||
| Q1 24 | $3.5M | $4.3B |
| Q4 25 | $424.4M | $489.7M | ||
| Q3 25 | $417.1M | $494.1M | ||
| Q2 25 | $415.9M | $519.1M | ||
| Q1 25 | $406.5M | $539.5M | ||
| Q4 24 | $455.6M | $562.0M | ||
| Q3 24 | $451.5M | $585.9M | ||
| Q2 24 | $449.8M | $618.3M | ||
| Q1 24 | $452.0M | $643.2M |
| Q4 25 | $640.5M | $5.2B | ||
| Q3 25 | $646.3M | $5.2B | ||
| Q2 25 | $646.7M | $5.2B | ||
| Q1 25 | $646.1M | $5.4B | ||
| Q4 24 | $604.7M | $5.4B | ||
| Q3 24 | $601.5M | $5.5B | ||
| Q2 24 | $598.7M | $5.5B | ||
| Q1 24 | $571.7M | $5.5B |
| Q4 25 | 0.00× | 8.56× | ||
| Q3 25 | 0.00× | 8.49× | ||
| Q2 25 | 0.00× | 8.09× | ||
| Q1 25 | 0.00× | 7.96× | ||
| Q4 24 | 0.00× | 7.65× | ||
| Q3 24 | 0.00× | 7.35× | ||
| Q2 24 | 0.00× | 6.96× | ||
| Q1 24 | 0.01× | 6.70× |
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 | $60.7M |
| 自由现金流经营现金流 - 资本支出 | $9.8M | $42.0M |
| 自由现金流率自由现金流/营收 | 10.8% | 36.9% |
| 资本支出强度资本支出/营收 | 1.7% | 16.4% |
| 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 | $79.8M |
8季度趋势，按日历期对齐
| Q4 25 | $11.4M | $60.7M | ||
| Q3 25 | $-8.9M | $22.7M | ||
| Q2 25 | $19.8M | $18.4M | ||
| Q1 25 | $-45.2M | $11.4M | ||
| Q4 24 | $37.5M | $2.0M | ||
| Q3 24 | $10.4M | $-3.4M | ||
| Q2 24 | $-15.3M | $10.8M | ||
| Q1 24 | $-21.5M | $8.0M |
| Q4 25 | $9.8M | $42.0M | ||
| Q3 25 | $-9.8M | $17.6M | ||
| Q2 25 | $18.6M | $15.2M | ||
| Q1 25 | $-47.6M | $5.0M | ||
| Q4 24 | $32.3M | $-3.7M | ||
| Q3 24 | $8.9M | $-5.9M | ||
| Q2 24 | $-18.9M | $9.4M | ||
| Q1 24 | $-25.0M | $5.9M |
| Q4 25 | 10.8% | 36.9% | ||
| Q3 25 | -13.8% | 15.9% | ||
| Q2 25 | 17.3% | 13.5% | ||
| Q1 25 | -72.4% | 4.5% | ||
| Q4 24 | 34.0% | -3.4% | ||
| Q3 24 | 10.7% | -5.5% | ||
| Q2 24 | -24.6% | 8.5% | ||
| Q1 24 | -27.7% | 5.2% |
| Q4 25 | 1.7% | 16.4% | ||
| Q3 25 | 1.3% | 4.6% | ||
| Q2 25 | 1.1% | 2.9% | ||
| Q1 25 | 3.7% | 5.7% | ||
| Q4 24 | 5.6% | 5.2% | ||
| Q3 24 | 1.9% | 2.3% | ||
| Q2 24 | 4.7% | 1.3% | ||
| Q1 24 | 3.9% | 1.9% |
| Q4 25 | 2.11× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.31× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 13.89× | — | ||
| Q3 24 | 20.52× | — | ||
| 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% |
ILPT
暂无分部数据
