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AerSale Corp（ASLE）与Limbach Holdings, Inc.（LMB）财务数据对比。点击上方公司名可切换其他公司
Limbach Holdings, Inc.的季度营收约是AerSale Corp的1.5倍（$138.9M vs $90.9M），AerSale Corp净利率更高（5.9% vs 3.2%，领先2.8%），Limbach Holdings, Inc.同比增速更快（4.3% vs -4.0%），过去两年Limbach Holdings, Inc.的营收复合增速更高（6.6% 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。
林巴赫航空发动机是一家由中资控股、总部位于德国的企业，主营航空发动机的研发与制造业务，在航空动力装备领域拥有成熟的生产技术与行业经验。
ASLE vs LMB — 直观对比
营收规模更大
LMB
是对方的1.5倍
$90.9M
营收增速更快
LMB
高出8.3%
-4.0%
净利率更高
ASLE
高出2.8%
3.2%
两年增速更快
LMB
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $138.9M |
| 净利润 | $5.4M | $4.4M |
| 毛利率 | 34.1% | 22.4% |
| 营业利润率 | 7.8% | 0.8% |
| 净利率 | 5.9% | 3.2% |
| 营收同比 | -4.0% | 4.3% |
| 净利润同比 | 99.7% | — |
| 每股收益（稀释后） | $0.10 | $0.36 |
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ASLELMB
| Q1 26 | — | $138.9M | ||
| Q4 25 | $90.9M | $186.9M | ||
| Q3 25 | $71.2M | $184.6M | ||
| Q2 25 | $107.4M | $142.2M | ||
| Q1 25 | $65.8M | $133.1M | ||
| Q4 24 | $94.7M | $143.7M | ||
| Q3 24 | $82.7M | $133.9M | ||
| Q2 24 | $77.1M | $122.2M |
净利润ASLELMB
| Q1 26 | — | $4.4M | ||
| Q4 25 | $5.4M | $12.3M | ||
| Q3 25 | $-120.0K | $8.8M | ||
| Q2 25 | $8.6M | $7.8M | ||
| Q1 25 | $-5.3M | $10.2M | ||
| Q4 24 | $2.7M | $9.8M | ||
| Q3 24 | $509.0K | $7.5M | ||
| Q2 24 | $-3.6M | $6.0M |
毛利率ASLELMB
| Q1 26 | — | 22.4% | ||
| Q4 25 | 34.1% | 25.7% | ||
| Q3 25 | 30.2% | 24.2% | ||
| Q2 25 | 32.9% | 28.0% | ||
| Q1 25 | 27.3% | 27.6% | ||
| Q4 24 | 31.4% | 30.3% | ||
| Q3 24 | 28.6% | 27.0% | ||
| Q2 24 | 28.2% | 27.4% |
营业利润率ASLELMB
| Q1 26 | — | 0.8% | ||
| Q4 25 | 7.8% | 9.4% | ||
| Q3 25 | 4.0% | 7.2% | ||
| Q2 25 | 11.7% | 7.5% | ||
| Q1 25 | -10.1% | 5.9% | ||
| Q4 24 | 5.2% | 9.1% | ||
| Q3 24 | 2.4% | 8.1% | ||
| Q2 24 | -2.4% | 6.7% |
净利率ASLELMB
| Q1 26 | — | 3.2% | ||
| Q4 25 | 5.9% | 6.6% | ||
| Q3 25 | -0.2% | 4.8% | ||
| Q2 25 | 8.0% | 5.5% | ||
| Q1 25 | -8.0% | 7.7% | ||
| Q4 24 | 2.9% | 6.9% | ||
| Q3 24 | 0.6% | 5.6% | ||
| Q2 24 | -4.7% | 4.9% |
每股收益（稀释后）ASLELMB
| Q1 26 | — | $0.36 | ||
| Q4 25 | $0.10 | $1.01 | ||
| Q3 25 | $0.00 | $0.73 | ||
| Q2 25 | $0.18 | $0.64 | ||
| Q1 25 | $-0.10 | $0.85 | ||
| Q4 24 | $0.05 | $0.81 | ||
| Q3 24 | $0.01 | $0.62 | ||
| Q2 24 | $-0.07 | $0.50 |
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 | $15.8M |
| 总债务越低越好 | $1.3M | $56.6M |
| 股东权益账面价值 | $424.4M | $196.3M |
| 总资产 | $640.5M | $377.0M |
| 负债/权益比越低杠杆越低 | 0.00× | 0.29× |
8季度趋势，按日历期对齐
现金及短期投资ASLELMB
| Q1 26 | — | $15.8M | ||
| Q4 25 | $4.4M | $11.3M | ||
| Q3 25 | $5.3M | $9.8M | ||
| Q2 25 | $5.7M | $38.9M | ||
| Q1 25 | $4.7M | $38.1M | ||
| Q4 24 | $4.7M | $44.9M | ||
| Q3 24 | $9.8M | $51.2M | ||
| Q2 24 | $4.3M | $59.5M |
总债务ASLELMB
| Q1 26 | — | $56.6M | ||
| Q4 25 | $1.3M | $30.5M | ||
| Q3 25 | $1.5M | $56.3M | ||
| Q2 25 | $907.0K | $28.4M | ||
| Q1 25 | $1.1M | $23.7M | ||
| Q4 24 | $1.2M | $23.6M | ||
| Q3 24 | $376.0K | $20.5M | ||
| Q2 24 | $522.0K | $19.7M |
股东权益ASLELMB
| Q1 26 | — | $196.3M | ||
| Q4 25 | $424.4M | $195.7M | ||
| Q3 25 | $417.1M | $181.6M | ||
| Q2 25 | $415.9M | $170.5M | ||
| Q1 25 | $406.5M | $161.1M | ||
| Q4 24 | $455.6M | $153.5M | ||
| Q3 24 | $451.5M | $142.2M | ||
| Q2 24 | $449.8M | $133.0M |
总资产ASLELMB
| Q1 26 | — | $377.0M | ||
| Q4 25 | $640.5M | $381.1M | ||
| Q3 25 | $646.3M | $409.1M | ||
| Q2 25 | $646.7M | $343.0M | ||
| Q1 25 | $646.1M | $336.4M | ||
| Q4 24 | $604.7M | $352.1M | ||
| Q3 24 | $601.5M | $324.4M | ||
| Q2 24 | $598.7M | $303.9M |
负债/权益比ASLELMB
| Q1 26 | — | 0.29× | ||
| Q4 25 | 0.00× | 0.16× | ||
| Q3 25 | 0.00× | 0.31× | ||
| Q2 25 | 0.00× | 0.17× | ||
| Q1 25 | 0.00× | 0.15× | ||
| Q4 24 | 0.00× | 0.15× | ||
| Q3 24 | 0.00× | 0.14× | ||
| Q2 24 | 0.00× | 0.15× |
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 | — |
| 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× | — |
| 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ASLELMB
| Q1 26 | — | — | ||
| Q4 25 | $11.4M | $28.1M | ||
| Q3 25 | $-8.9M | $13.3M | ||
| Q2 25 | $19.8M | $2.0M | ||
| Q1 25 | $-45.2M | $2.2M | ||
| Q4 24 | $37.5M | $19.3M | ||
| Q3 24 | $10.4M | $4.9M | ||
| Q2 24 | $-15.3M | $16.5M |
自由现金流ASLELMB
| Q1 26 | — | — | ||
| Q4 25 | $9.8M | $27.9M | ||
| Q3 25 | $-9.8M | $12.8M | ||
| Q2 25 | $18.6M | $1.2M | ||
| Q1 25 | $-47.6M | $11.0K | ||
| Q4 24 | $32.3M | $18.0M | ||
| Q3 24 | $8.9M | $4.6M | ||
| Q2 24 | $-18.9M | $13.2M |
自由现金流率ASLELMB
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | 14.9% | ||
| Q3 25 | -13.8% | 7.0% | ||
| Q2 25 | 17.3% | 0.8% | ||
| Q1 25 | -72.4% | 0.0% | ||
| Q4 24 | 34.0% | 12.5% | ||
| Q3 24 | 10.7% | 3.4% | ||
| Q2 24 | -24.6% | 10.8% |
资本支出强度ASLELMB
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | 0.1% | ||
| Q3 25 | 1.3% | 0.3% | ||
| Q2 25 | 1.1% | 0.6% | ||
| Q1 25 | 3.7% | 1.7% | ||
| Q4 24 | 5.6% | 0.9% | ||
| Q3 24 | 1.9% | 0.3% | ||
| Q2 24 | 4.7% | 2.7% |
现金转化率ASLELMB
| Q1 26 | — | — | ||
| Q4 25 | 2.11× | 2.29× | ||
| Q3 25 | — | 1.52× | ||
| Q2 25 | 2.31× | 0.26× | ||
| Q1 25 | — | 0.22× | ||
| Q4 24 | 13.89× | 1.96× | ||
| Q3 24 | 20.52× | 0.66× | ||
| Q2 24 | — | 2.77× |
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% |
LMB
| ODR | $99.8M | 72% |
| GCR | $39.0M | 28% |
