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AerSale Corp（ASLE）与Live Oak Bancshares, Inc.（LOB）财务数据对比。点击上方公司名可切换其他公司
Live Oak Bancshares, Inc.的季度营收约是AerSale Corp的1.6倍（$145.5M vs $90.9M），Live Oak Bancshares, Inc.净利率更高（19.2% vs 5.9%，领先13.3%），Live Oak Bancshares, Inc.同比增速更快（18.4% vs -4.0%），过去两年Live Oak Bancshares, Inc.的营收复合增速更高（7.7% 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。
Live Oak Bancshares, Inc.是一家美国金融控股公司，旗下子公司Live Oak Bank总部位于北卡罗来纳州威尔明顿，业务覆盖美国全部50个州，专注为小企业主提供金融服务，2022年按放贷金额计是美国SBA 7(a)贷款项目的头部放贷机构。
ASLE vs LOB — 直观对比
营收规模更大
LOB
是对方的1.6倍
$90.9M
营收增速更快
LOB
高出22.4%
-4.0%
净利率更高
LOB
高出13.3%
5.9%
两年增速更快
LOB
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $145.5M |
| 净利润 | $5.4M | $27.9M |
| 毛利率 | 34.1% | — |
| 营业利润率 | 7.8% | — |
| 净利率 | 5.9% | 19.2% |
| 营收同比 | -4.0% | 18.4% |
| 净利润同比 | 99.7% | 187.6% |
| 每股收益（稀释后） | $0.10 | $0.60 |
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ASLELOB
| Q1 26 | — | $145.5M | ||
| Q4 25 | $90.9M | $161.9M | ||
| Q3 25 | $71.2M | $146.1M | ||
| Q2 25 | $107.4M | $143.7M | ||
| Q1 25 | $65.8M | $126.1M | ||
| Q4 24 | $94.7M | $116.9M | ||
| Q3 24 | $82.7M | $129.9M | ||
| Q2 24 | $77.1M | $125.5M |
净利润ASLELOB
| Q1 26 | — | $27.9M | ||
| Q4 25 | $5.4M | $46.2M | ||
| Q3 25 | $-120.0K | $26.5M | ||
| Q2 25 | $8.6M | $23.4M | ||
| Q1 25 | $-5.3M | $9.7M | ||
| Q4 24 | $2.7M | $9.9M | ||
| Q3 24 | $509.0K | $13.0M | ||
| Q2 24 | $-3.6M | $27.0M |
毛利率ASLELOB
| Q1 26 | — | — | ||
| 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% | — |
营业利润率ASLELOB
| Q1 26 | — | — | ||
| Q4 25 | 7.8% | 38.2% | ||
| Q3 25 | 4.0% | 25.0% | ||
| Q2 25 | 11.7% | 21.7% | ||
| Q1 25 | -10.1% | 10.4% | ||
| Q4 24 | 5.2% | 11.3% | ||
| Q3 24 | 2.4% | 13.7% | ||
| Q2 24 | -2.4% | 28.7% |
净利率ASLELOB
| Q1 26 | — | 19.2% | ||
| Q4 25 | 5.9% | 28.5% | ||
| Q3 25 | -0.2% | 18.1% | ||
| Q2 25 | 8.0% | 16.3% | ||
| Q1 25 | -8.0% | 7.7% | ||
| Q4 24 | 2.9% | 8.5% | ||
| Q3 24 | 0.6% | 10.0% | ||
| Q2 24 | -4.7% | 21.5% |
每股收益（稀释后）ASLELOB
| Q1 26 | — | $0.60 | ||
| Q4 25 | $0.10 | $0.96 | ||
| Q3 25 | $0.00 | $0.55 | ||
| Q2 25 | $0.18 | $0.51 | ||
| Q1 25 | $-0.10 | $0.21 | ||
| Q4 24 | $0.05 | $0.22 | ||
| Q3 24 | $0.01 | $0.28 | ||
| Q2 24 | $-0.07 | $0.59 |
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 | — |
| 总债务越低越好 | $1.3M | — |
| 股东权益账面价值 | $424.4M | $1.3B |
| 总资产 | $640.5M | $15.3B |
| 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ASLELOB
| Q1 26 | — | — | ||
| Q4 25 | $4.4M | — | ||
| Q3 25 | $5.3M | — | ||
| Q2 25 | $5.7M | — | ||
| Q1 25 | $4.7M | — | ||
| Q4 24 | $4.7M | — | ||
| Q3 24 | $9.8M | — | ||
| Q2 24 | $4.3M | — |
总债务ASLELOB
| Q1 26 | — | — | ||
| 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 | — |
股东权益ASLELOB
| Q1 26 | — | $1.3B | ||
| Q4 25 | $424.4M | $1.2B | ||
| Q3 25 | $417.1M | $1.2B | ||
| Q2 25 | $415.9M | $1.1B | ||
| Q1 25 | $406.5M | $1.0B | ||
| Q4 24 | $455.6M | $999.0M | ||
| Q3 24 | $451.5M | $1.0B | ||
| Q2 24 | $449.8M | $961.0M |
总资产ASLELOB
| Q1 26 | — | $15.3B | ||
| Q4 25 | $640.5M | $15.1B | ||
| Q3 25 | $646.3M | $14.7B | ||
| Q2 25 | $646.7M | $13.8B | ||
| Q1 25 | $646.1M | $13.6B | ||
| Q4 24 | $604.7M | $12.9B | ||
| Q3 24 | $601.5M | $12.6B | ||
| Q2 24 | $598.7M | $11.9B |
负债/权益比ASLELOB
| Q1 26 | — | — | ||
| 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× | — |
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ASLELOB
| Q1 26 | — | — | ||
| Q4 25 | $11.4M | $158.2M | ||
| Q3 25 | $-8.9M | $62.3M | ||
| Q2 25 | $19.8M | $49.2M | ||
| Q1 25 | $-45.2M | $-33.0M | ||
| Q4 24 | $37.5M | $156.8M | ||
| Q3 24 | $10.4M | $47.4M | ||
| Q2 24 | $-15.3M | $29.5M |
自由现金流ASLELOB
| Q1 26 | — | — | ||
| Q4 25 | $9.8M | $143.5M | ||
| Q3 25 | $-9.8M | $60.6M | ||
| Q2 25 | $18.6M | $47.8M | ||
| Q1 25 | $-47.6M | $-35.3M | ||
| Q4 24 | $32.3M | $107.5M | ||
| Q3 24 | $8.9M | $41.0M | ||
| Q2 24 | $-18.9M | $12.3M |
自由现金流率ASLELOB
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | 88.6% | ||
| Q3 25 | -13.8% | 41.4% | ||
| Q2 25 | 17.3% | 33.3% | ||
| Q1 25 | -72.4% | -28.0% | ||
| Q4 24 | 34.0% | 91.9% | ||
| Q3 24 | 10.7% | 31.6% | ||
| Q2 24 | -24.6% | 9.8% |
资本支出强度ASLELOB
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | 9.1% | ||
| Q3 25 | 1.3% | 1.2% | ||
| Q2 25 | 1.1% | 1.0% | ||
| Q1 25 | 3.7% | 1.8% | ||
| Q4 24 | 5.6% | 42.2% | ||
| Q3 24 | 1.9% | 4.9% | ||
| Q2 24 | 4.7% | 13.7% |
现金转化率ASLELOB
| Q1 26 | — | — | ||
| Q4 25 | 2.11× | 3.42× | ||
| Q3 25 | — | 2.35× | ||
| Q2 25 | 2.31× | 2.10× | ||
| Q1 25 | — | -3.39× | ||
| Q4 24 | 13.89× | 15.84× | ||
| Q3 24 | 20.52× | 3.64× | ||
| Q2 24 | — | 1.10× |
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% |
LOB
暂无分部数据
