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AerSale Corp（ASLE）与莱迪思半导体（LSCC）财务数据对比。点击上方公司名可切换其他公司
莱迪思半导体的季度营收约是AerSale Corp的1.6倍（$145.8M vs $90.9M），AerSale Corp净利率更高（5.9% vs -5.2%，领先11.2%），莱迪思半导体同比增速更快（9.3% vs -4.0%），莱迪思半导体自由现金流更多（$44.0M vs $9.8M），过去两年莱迪思半导体的营收复合增速更高（8.4% 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。
莱迪思半导体是美国专注于低功耗现场可编程门阵列（FPGA）设计制造的半导体企业，1983年成立，1989年上市，总部位于俄勒冈州希尔斯伯勒硅林区，在圣何塞、上海、马尼拉、槟城、新加坡等地设有运营网点，截至2022年员工超1000人，年营收超6.6亿美元。
ASLE vs LSCC — 直观对比
营收规模更大
LSCC
是对方的1.6倍
$90.9M
营收增速更快
LSCC
高出13.3%
-4.0%
净利率更高
ASLE
高出11.2%
-5.2%
自由现金流更多
LSCC
多$34.2M
$9.8M
两年增速更快
LSCC
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $145.8M |
| 净利润 | $5.4M | $-7.6M |
| 毛利率 | 34.1% | 68.5% |
| 营业利润率 | 7.8% | 30.7% |
| 净利率 | 5.9% | -5.2% |
| 营收同比 | -4.0% | 9.3% |
| 净利润同比 | 99.7% | 14.6% |
| 每股收益（稀释后） | $0.10 | $-0.06 |
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ASLELSCC
| Q1 26 | — | $145.8M | ||
| Q4 25 | $90.9M | — | ||
| Q3 25 | $71.2M | $133.3M | ||
| Q2 25 | $107.4M | $124.0M | ||
| Q1 25 | $65.8M | $120.2M | ||
| Q4 24 | $94.7M | $117.4M | ||
| Q3 24 | $82.7M | $127.1M | ||
| Q2 24 | $77.1M | $124.1M |
净利润ASLELSCC
| Q1 26 | — | $-7.6M | ||
| Q4 25 | $5.4M | — | ||
| Q3 25 | $-120.0K | $2.8M | ||
| Q2 25 | $8.6M | $2.9M | ||
| Q1 25 | $-5.3M | $5.0M | ||
| Q4 24 | $2.7M | $16.5M | ||
| Q3 24 | $509.0K | $7.2M | ||
| Q2 24 | $-3.6M | $22.6M |
毛利率ASLELSCC
| Q1 26 | — | 68.5% | ||
| Q4 25 | 34.1% | — | ||
| Q3 25 | 30.2% | 67.9% | ||
| Q2 25 | 32.9% | 68.4% | ||
| Q1 25 | 27.3% | 68.0% | ||
| Q4 24 | 31.4% | 61.1% | ||
| Q3 24 | 28.6% | 69.0% | ||
| Q2 24 | 28.2% | 68.3% |
营业利润率ASLELSCC
| Q1 26 | — | 0.7% | ||
| Q4 25 | 7.8% | — | ||
| Q3 25 | 4.0% | -1.2% | ||
| Q2 25 | 11.7% | 3.8% | ||
| Q1 25 | -10.1% | 5.8% | ||
| Q4 24 | 5.2% | -10.4% | ||
| Q3 24 | 2.4% | 5.9% | ||
| Q2 24 | -2.4% | 18.2% |
净利率ASLELSCC
| Q1 26 | — | -5.2% | ||
| Q4 25 | 5.9% | — | ||
| Q3 25 | -0.2% | 2.1% | ||
| Q2 25 | 8.0% | 2.3% | ||
| Q1 25 | -8.0% | 4.2% | ||
| Q4 24 | 2.9% | 14.1% | ||
| Q3 24 | 0.6% | 5.7% | ||
| Q2 24 | -4.7% | 18.2% |
每股收益（稀释后）ASLELSCC
| Q1 26 | — | $-0.06 | ||
| Q4 25 | $0.10 | — | ||
| Q3 25 | $0.00 | $0.02 | ||
| Q2 25 | $0.18 | $0.02 | ||
| Q1 25 | $-0.10 | $0.04 | ||
| Q4 24 | $0.05 | $0.12 | ||
| Q3 24 | $0.01 | $0.05 | ||
| Q2 24 | $-0.07 | $0.16 |
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 | $133.9M |
| 总债务越低越好 | $1.3M | — |
| 股东权益账面价值 | $424.4M | $714.1M |
| 总资产 | $640.5M | — |
| 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ASLELSCC
| Q1 26 | — | $133.9M | ||
| Q4 25 | $4.4M | — | ||
| Q3 25 | $5.3M | $117.9M | ||
| Q2 25 | $5.7M | $107.2M | ||
| Q1 25 | $4.7M | $127.6M | ||
| Q4 24 | $4.7M | $136.3M | ||
| Q3 24 | $9.8M | $124.3M | ||
| Q2 24 | $4.3M | $109.2M |
总债务ASLELSCC
| 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ASLELSCC
| Q1 26 | — | $714.1M | ||
| Q4 25 | $424.4M | — | ||
| Q3 25 | $417.1M | $706.4M | ||
| Q2 25 | $415.9M | $687.0M | ||
| Q1 25 | $406.5M | $707.9M | ||
| Q4 24 | $455.6M | $710.9M | ||
| Q3 24 | $451.5M | $703.5M | ||
| Q2 24 | $449.8M | $698.8M |
总资产ASLELSCC
| Q1 26 | — | $883.1M | ||
| Q4 25 | $640.5M | — | ||
| Q3 25 | $646.3M | $844.4M | ||
| Q2 25 | $646.7M | $808.6M | ||
| Q1 25 | $646.1M | $823.6M | ||
| Q4 24 | $604.7M | $843.9M | ||
| Q3 24 | $601.5M | $853.7M | ||
| Q2 24 | $598.7M | $827.5M |
负债/权益比ASLELSCC
| 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 | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $9.8M | $44.0M |
| 自由现金流率自由现金流/营收 | 10.8% | 30.2% |
| 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 | $153.3M |
8季度趋势，按日历期对齐
经营现金流ASLELSCC
| Q1 26 | — | $57.6M | ||
| Q4 25 | $11.4M | — | ||
| Q3 25 | $-8.9M | $47.1M | ||
| Q2 25 | $19.8M | $38.5M | ||
| Q1 25 | $-45.2M | $31.9M | ||
| Q4 24 | $37.5M | $45.4M | ||
| Q3 24 | $10.4M | $44.0M | ||
| Q2 24 | $-15.3M | $21.9M |
自由现金流ASLELSCC
| Q1 26 | — | $44.0M | ||
| Q4 25 | $9.8M | — | ||
| Q3 25 | $-9.8M | $34.0M | ||
| Q2 25 | $18.6M | $31.3M | ||
| Q1 25 | $-47.6M | $23.3M | ||
| Q4 24 | $32.3M | $39.7M | ||
| Q3 24 | $8.9M | $39.4M | ||
| Q2 24 | $-18.9M | $14.8M |
自由现金流率ASLELSCC
| Q1 26 | — | 30.2% | ||
| Q4 25 | 10.8% | — | ||
| Q3 25 | -13.8% | 25.5% | ||
| Q2 25 | 17.3% | 25.2% | ||
| Q1 25 | -72.4% | 19.4% | ||
| Q4 24 | 34.0% | 33.8% | ||
| Q3 24 | 10.7% | 31.0% | ||
| Q2 24 | -24.6% | 11.9% |
资本支出强度ASLELSCC
| Q1 26 | — | 9.3% | ||
| Q4 25 | 1.7% | — | ||
| Q3 25 | 1.3% | 9.8% | ||
| Q2 25 | 1.1% | 5.8% | ||
| Q1 25 | 3.7% | 7.2% | ||
| Q4 24 | 5.6% | 4.9% | ||
| Q3 24 | 1.9% | 3.7% | ||
| Q2 24 | 4.7% | 5.8% |
现金转化率ASLELSCC
| Q1 26 | — | — | ||
| Q4 25 | 2.11× | — | ||
| Q3 25 | — | 16.86× | ||
| Q2 25 | 2.31× | 13.23× | ||
| Q1 25 | — | 6.35× | ||
| Q4 24 | 13.89× | 2.75× | ||
| Q3 24 | 20.52× | 6.12× | ||
| Q2 24 | — | 0.97× |
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% |
LSCC
暂无分部数据
