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AerSale Corp（ASLE）与Life360, Inc.（LIF）财务数据对比。点击上方公司名可切换其他公司
Life360, Inc.的季度营收约是AerSale Corp的1.6倍（$146.0M vs $90.9M），Life360, Inc.净利率更高（88.8% vs 5.9%，领先82.9%），Life360, Inc.同比增速更快（26.4% vs -4.0%），Life360, Inc.自由现金流更多（$36.6M vs $9.8M），过去两年Life360, Inc.的营收复合增速更高（36.6% 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。
Life360是一家主打家庭安全与互联服务的科技企业，核心产品涵盖实时位置共享、紧急求助预警、驾驶行为分析及身份防盗保护服务，主要面向北美、欧洲、亚太消费市场，营收大多来自其分级付费订阅套餐。
ASLE vs LIF — 直观对比
营收规模更大
LIF
是对方的1.6倍
$90.9M
营收增速更快
LIF
高出30.4%
-4.0%
净利率更高
LIF
高出82.9%
5.9%
自由现金流更多
LIF
多$26.8M
$9.8M
两年增速更快
LIF
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $146.0M |
| 净利润 | $5.4M | $129.7M |
| 毛利率 | 34.1% | 75.1% |
| 营业利润率 | 7.8% | 6.1% |
| 净利率 | 5.9% | 88.8% |
| 营收同比 | -4.0% | 26.4% |
| 净利润同比 | 99.7% | 1425.9% |
| 每股收益（稀释后） | $0.10 | $1.53 |
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ASLELIF
| Q4 25 | $90.9M | $146.0M | ||
| Q3 25 | $71.2M | $124.5M | ||
| Q2 25 | $107.4M | $115.4M | ||
| Q1 25 | $65.8M | $103.6M | ||
| Q4 24 | $94.7M | $115.5M | ||
| Q3 24 | $82.7M | $92.9M | ||
| Q2 24 | $77.1M | $84.9M | ||
| Q1 24 | $90.5M | $78.2M |
净利润ASLELIF
| Q4 25 | $5.4M | $129.7M | ||
| Q3 25 | $-120.0K | $9.8M | ||
| Q2 25 | $8.6M | $7.0M | ||
| Q1 25 | $-5.3M | $4.4M | ||
| Q4 24 | $2.7M | $8.5M | ||
| Q3 24 | $509.0K | $7.7M | ||
| Q2 24 | $-3.6M | $-11.0M | ||
| Q1 24 | $6.3M | $-9.8M |
毛利率ASLELIF
| Q4 25 | 34.1% | 75.1% | ||
| Q3 25 | 30.2% | 78.0% | ||
| Q2 25 | 32.9% | 78.4% | ||
| Q1 25 | 27.3% | 80.6% | ||
| Q4 24 | 31.4% | 74.0% | ||
| Q3 24 | 28.6% | 75.4% | ||
| Q2 24 | 28.2% | 75.0% | ||
| Q1 24 | 31.8% | 76.7% |
营业利润率ASLELIF
| Q4 25 | 7.8% | 6.1% | ||
| Q3 25 | 4.0% | 4.6% | ||
| Q2 25 | 11.7% | 1.7% | ||
| Q1 25 | -10.1% | 2.1% | ||
| Q4 24 | 5.2% | 4.9% | ||
| Q3 24 | 2.4% | -5.3% | ||
| Q2 24 | -2.4% | -2.8% | ||
| Q1 24 | 5.2% | -8.2% |
净利率ASLELIF
| Q4 25 | 5.9% | 88.8% | ||
| Q3 25 | -0.2% | 7.9% | ||
| Q2 25 | 8.0% | 6.1% | ||
| Q1 25 | -8.0% | 4.2% | ||
| Q4 24 | 2.9% | 7.4% | ||
| Q3 24 | 0.6% | 8.3% | ||
| Q2 24 | -4.7% | -12.9% | ||
| Q1 24 | 6.9% | -12.5% |
每股收益（稀释后）ASLELIF
| Q4 25 | $0.10 | $1.53 | ||
| Q3 25 | $0.00 | $0.11 | ||
| Q2 25 | $0.18 | $0.08 | ||
| Q1 25 | $-0.10 | $0.05 | ||
| Q4 24 | $0.05 | $0.14 | ||
| Q3 24 | $0.01 | $0.09 | ||
| Q2 24 | $-0.07 | $-0.15 | ||
| Q1 24 | $0.12 | $-0.14 |
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 | $494.3M |
| 总债务越低越好 | $1.3M | — |
| 股东权益账面价值 | $424.4M | $548.2M |
| 总资产 | $640.5M | $959.7M |
| 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ASLELIF
| Q4 25 | $4.4M | $494.3M | ||
| Q3 25 | $5.3M | $455.7M | ||
| Q2 25 | $5.7M | $432.7M | ||
| Q1 25 | $4.7M | $168.9M | ||
| Q4 24 | $4.7M | $159.2M | ||
| Q3 24 | $9.8M | $159.0M | ||
| Q2 24 | $4.3M | $160.8M | ||
| Q1 24 | $2.6M | $73.4M |
总债务ASLELIF
| Q4 25 | $1.3M | — | ||
| 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 | $5.2M |
股东权益ASLELIF
| Q4 25 | $424.4M | $548.2M | ||
| Q3 25 | $417.1M | $391.4M | ||
| Q2 25 | $415.9M | $366.7M | ||
| Q1 25 | $406.5M | $376.3M | ||
| Q4 24 | $455.6M | $358.5M | ||
| Q3 24 | $451.5M | $339.7M | ||
| Q2 24 | $449.8M | $326.7M | ||
| Q1 24 | $452.0M | $239.8M |
总资产ASLELIF
| Q4 25 | $640.5M | $959.7M | ||
| Q3 25 | $646.3M | $787.5M | ||
| Q2 25 | $646.7M | $753.6M | ||
| Q1 25 | $646.1M | $455.4M | ||
| Q4 24 | $604.7M | $441.6M | ||
| Q3 24 | $601.5M | $427.4M | ||
| Q2 24 | $598.7M | $405.9M | ||
| Q1 24 | $571.7M | $318.8M |
负债/权益比ASLELIF
| Q4 25 | 0.00× | — | ||
| 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× | 0.02× |
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 | $36.8M |
| 自由现金流经营现金流 - 资本支出 | $9.8M | $36.6M |
| 自由现金流率自由现金流/营收 | 10.8% | 25.1% |
| 资本支出强度资本支出/营收 | 1.7% | 0.2% |
| 现金转化率经营现金流/净利润 | 2.11× | 0.28× |
| 过去12个月自由现金流最近4个季度 | $-29.1M | $86.8M |
8季度趋势，按日历期对齐
经营现金流ASLELIF
| Q4 25 | $11.4M | $36.8M | ||
| Q3 25 | $-8.9M | $26.4M | ||
| Q2 25 | $19.8M | $13.3M | ||
| Q1 25 | $-45.2M | $12.1M | ||
| Q4 24 | $37.5M | $12.3M | ||
| Q3 24 | $10.4M | $6.3M | ||
| Q2 24 | $-15.3M | $3.3M | ||
| Q1 24 | $-21.5M | $10.7M |
自由现金流ASLELIF
| Q4 25 | $9.8M | $36.6M | ||
| Q3 25 | $-9.8M | $25.6M | ||
| Q2 25 | $18.6M | $12.7M | ||
| Q1 25 | $-47.6M | $11.9M | ||
| Q4 24 | $32.3M | $11.2M | ||
| Q3 24 | $8.9M | $6.3M | ||
| Q2 24 | $-18.9M | $3.2M | ||
| Q1 24 | $-25.0M | — |
自由现金流率ASLELIF
| Q4 25 | 10.8% | 25.1% | ||
| Q3 25 | -13.8% | 20.6% | ||
| Q2 25 | 17.3% | 11.0% | ||
| Q1 25 | -72.4% | 11.5% | ||
| Q4 24 | 34.0% | 9.7% | ||
| Q3 24 | 10.7% | 6.8% | ||
| Q2 24 | -24.6% | 3.8% | ||
| Q1 24 | -27.7% | — |
资本支出强度ASLELIF
| Q4 25 | 1.7% | 0.2% | ||
| Q3 25 | 1.3% | 0.6% | ||
| Q2 25 | 1.1% | 0.6% | ||
| Q1 25 | 3.7% | 0.1% | ||
| Q4 24 | 5.6% | 1.0% | ||
| Q3 24 | 1.9% | 0.0% | ||
| Q2 24 | 4.7% | 0.1% | ||
| Q1 24 | 3.9% | 0.0% |
现金转化率ASLELIF
| Q4 25 | 2.11× | 0.28× | ||
| Q3 25 | — | 2.70× | ||
| Q2 25 | 2.31× | 1.90× | ||
| Q1 25 | — | 2.75× | ||
| Q4 24 | 13.89× | 1.45× | ||
| Q3 24 | 20.52× | 0.83× | ||
| 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% |
LIF
暂无分部数据
