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AerSale Corp（ASLE）与LandBridge Co LLC（LB）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LandBridge Co LLC的1.6倍（$90.9M vs $56.8M），LandBridge Co LLC净利率更高（14.2% vs 5.9%，领先8.3%），LandBridge Co LLC同比增速更快（55.6% vs -4.0%），LandBridge Co LLC自由现金流更多（$122.0M vs $9.8M），过去两年LandBridge Co LLC的营收复合增速更高（72.8% 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。
ASLE vs LB — 直观对比
营收规模更大
ASLE
是对方的1.6倍
$56.8M
营收增速更快
LB
高出59.6%
-4.0%
净利率更高
LB
高出8.3%
5.9%
自由现金流更多
LB
多$112.3M
$9.8M
两年增速更快
LB
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $56.8M |
| 净利润 | $5.4M | $8.1M |
| 毛利率 | 34.1% | — |
| 营业利润率 | 7.8% | 60.0% |
| 净利率 | 5.9% | 14.2% |
| 营收同比 | -4.0% | 55.6% |
| 净利润同比 | 99.7% | -83.7% |
| 每股收益（稀释后） | $0.10 | $0.24 |
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ASLELB
| Q4 25 | $90.9M | $56.8M | ||
| Q3 25 | $71.2M | $50.8M | ||
| Q2 25 | $107.4M | $47.5M | ||
| Q1 25 | $65.8M | $44.0M | ||
| Q4 24 | $94.7M | $36.5M | ||
| Q3 24 | $82.7M | $28.5M | ||
| Q2 24 | $77.1M | $26.0M | ||
| Q1 24 | $90.5M | $19.0M |
净利润ASLELB
| Q4 25 | $5.4M | $8.1M | ||
| Q3 25 | $-120.0K | $8.1M | ||
| Q2 25 | $8.6M | $7.5M | ||
| Q1 25 | $-5.3M | $6.5M | ||
| Q4 24 | $2.7M | $49.3M | ||
| Q3 24 | $509.0K | $2.7M | ||
| Q2 24 | $-3.6M | $-57.7M | ||
| Q1 24 | $6.3M | $10.8M |
毛利率ASLELB
| 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ASLELB
| Q4 25 | 7.8% | 60.0% | ||
| Q3 25 | 4.0% | 60.8% | ||
| Q2 25 | 11.7% | 60.0% | ||
| Q1 25 | -10.1% | 57.0% | ||
| Q4 24 | 5.2% | 49.4% | ||
| Q3 24 | 2.4% | 11.2% | ||
| Q2 24 | -2.4% | -197.4% | ||
| Q1 24 | 5.2% | 71.1% |
净利率ASLELB
| Q4 25 | 5.9% | 14.2% | ||
| Q3 25 | -0.2% | 15.9% | ||
| Q2 25 | 8.0% | 15.8% | ||
| Q1 25 | -8.0% | 14.7% | ||
| Q4 24 | 2.9% | 135.2% | ||
| Q3 24 | 0.6% | 9.3% | ||
| Q2 24 | -4.7% | -222.1% | ||
| Q1 24 | 6.9% | 56.7% |
每股收益（稀释后）ASLELB
| Q4 25 | $0.10 | $0.24 | ||
| Q3 25 | $0.00 | $0.26 | ||
| Q2 25 | $0.18 | $0.24 | ||
| Q1 25 | $-0.10 | $0.20 | ||
| Q4 24 | $0.05 | — | ||
| Q3 24 | $0.01 | $-0.04 | ||
| Q2 24 | $-0.07 | — | ||
| Q1 24 | $0.12 | — |
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 | $30.7M |
| 总债务越低越好 | $1.3M | $570.7M |
| 股东权益账面价值 | $424.4M | $340.3M |
| 总资产 | $640.5M | $1.4B |
| 负债/权益比越低杠杆越低 | 0.00× | 1.68× |
8季度趋势，按日历期对齐
现金及短期投资ASLELB
| Q4 25 | $4.4M | $30.7M | ||
| Q3 25 | $5.3M | $28.3M | ||
| Q2 25 | $5.7M | $20.3M | ||
| Q1 25 | $4.7M | $14.9M | ||
| Q4 24 | $4.7M | $37.0M | ||
| Q3 24 | $9.8M | $14.4M | ||
| Q2 24 | $4.3M | $24.6M | ||
| Q1 24 | $2.6M | — |
总债务ASLELB
| Q4 25 | $1.3M | $570.7M | ||
| Q3 25 | $1.5M | $366.1M | ||
| Q2 25 | $907.0K | $370.9M | ||
| Q1 25 | $1.1M | $375.5M | ||
| Q4 24 | $1.2M | $385.5M | ||
| Q3 24 | $376.0K | $242.4M | ||
| Q2 24 | $522.0K | $360.8M | ||
| Q1 24 | $3.5M | — |
股东权益ASLELB
| Q4 25 | $424.4M | $340.3M | ||
| Q3 25 | $417.1M | $272.0M | ||
| Q2 25 | $415.9M | $266.4M | ||
| Q1 25 | $406.5M | $217.0M | ||
| Q4 24 | $455.6M | $211.8M | ||
| Q3 24 | $451.5M | $97.2M | ||
| Q2 24 | $449.8M | $296.4M | ||
| Q1 24 | $452.0M | $162.3M |
总资产ASLELB
| Q4 25 | $640.5M | $1.4B | ||
| Q3 25 | $646.3M | $1.1B | ||
| Q2 25 | $646.7M | $1.1B | ||
| Q1 25 | $646.1M | $1.0B | ||
| Q4 24 | $604.7M | $1.0B | ||
| Q3 24 | $601.5M | $689.9M | ||
| Q2 24 | $598.7M | $710.5M | ||
| Q1 24 | $571.7M | — |
负债/权益比ASLELB
| Q4 25 | 0.00× | 1.68× | ||
| Q3 25 | 0.00× | 1.35× | ||
| Q2 25 | 0.00× | 1.39× | ||
| Q1 25 | 0.00× | 1.73× | ||
| Q4 24 | 0.00× | 1.82× | ||
| Q3 24 | 0.00× | 2.49× | ||
| Q2 24 | 0.00× | 1.22× | ||
| 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 | $126.3M |
| 自由现金流经营现金流 - 资本支出 | $9.8M | $122.0M |
| 自由现金流率自由现金流/营收 | 10.8% | 214.9% |
| 资本支出强度资本支出/营收 | 1.7% | 7.5% |
| 现金转化率经营现金流/净利润 | 2.11× | 15.68× |
| 过去12个月自由现金流最近4个季度 | $-29.1M | $207.7M |
8季度趋势，按日历期对齐
经营现金流ASLELB
| Q4 25 | $11.4M | $126.3M | ||
| Q3 25 | $-8.9M | $34.9M | ||
| Q2 25 | $19.8M | $37.3M | ||
| Q1 25 | $-45.2M | $15.9M | ||
| Q4 24 | $37.5M | $67.6M | ||
| Q3 24 | $10.4M | $7.5M | ||
| Q2 24 | $-15.3M | $16.0M | ||
| Q1 24 | $-21.5M | $17.2M |
自由现金流ASLELB
| Q4 25 | $9.8M | $122.0M | ||
| Q3 25 | $-9.8M | $33.7M | ||
| Q2 25 | $18.6M | $36.1M | ||
| Q1 25 | $-47.6M | $15.8M | ||
| Q4 24 | $32.3M | $66.7M | ||
| Q3 24 | $8.9M | $7.1M | ||
| Q2 24 | $-18.9M | $15.7M | ||
| Q1 24 | $-25.0M | $17.1M |
自由现金流率ASLELB
| Q4 25 | 10.8% | 214.9% | ||
| Q3 25 | -13.8% | 66.3% | ||
| Q2 25 | 17.3% | 75.9% | ||
| Q1 25 | -72.4% | 36.0% | ||
| Q4 24 | 34.0% | 182.6% | ||
| Q3 24 | 10.7% | 25.1% | ||
| Q2 24 | -24.6% | 60.4% | ||
| Q1 24 | -27.7% | 90.1% |
资本支出强度ASLELB
| Q4 25 | 1.7% | 7.5% | ||
| Q3 25 | 1.3% | 2.3% | ||
| Q2 25 | 1.1% | 2.6% | ||
| Q1 25 | 3.7% | 0.2% | ||
| Q4 24 | 5.6% | 2.7% | ||
| Q3 24 | 1.9% | 1.1% | ||
| Q2 24 | 4.7% | 1.4% | ||
| Q1 24 | 3.9% | 0.5% |
现金转化率ASLELB
| Q4 25 | 2.11× | 15.68× | ||
| Q3 25 | — | 4.31× | ||
| Q2 25 | 2.31× | 4.98× | ||
| Q1 25 | — | 2.46× | ||
| Q4 24 | 13.89× | 1.37× | ||
| Q3 24 | 20.52× | 2.80× | ||
| Q2 24 | — | — | ||
| Q1 24 | -3.42× | 1.60× |
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% |
LB
暂无分部数据
