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AerSale Corp（ASLE）与Merchants Bancorp（MBIN）财务数据对比。点击上方公司名可切换其他公司
Merchants Bancorp的季度营收约是AerSale Corp的1.9倍（$175.2M vs $90.9M），Merchants Bancorp净利率更高（38.6% vs 5.9%，领先32.7%），过去两年Merchants Bancorp的营收复合增速更高（4.8% 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。
Ameris Bancorp是总部位于美国佐治亚州亚特兰大的银行控股企业，旗下设有Ameris Bank子公司，在佐治亚州、阿拉巴马州、佛罗里达州、北卡罗来纳州、南卡罗来纳州运营全服务网点，同时在上述五州及弗吉尼亚州、马里兰州、田纳西州设立仅办理抵押贷款业务的网点，为个人和企业客户提供线上及移动端银行服务。
ASLE vs MBIN — 直观对比
营收规模更大
MBIN
是对方的1.9倍
$90.9M
净利率更高
MBIN
高出32.7%
5.9%
两年增速更快
MBIN
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $175.2M |
| 净利润 | $5.4M | $67.7M |
| 毛利率 | 34.1% | — |
| 营业利润率 | 7.8% | — |
| 净利率 | 5.9% | 38.6% |
| 营收同比 | -4.0% | — |
| 净利润同比 | 99.7% | 16.3% |
| 每股收益（稀释后） | $0.10 | $1.25 |
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ASLEMBIN
| Q1 26 | — | $175.2M | ||
| Q4 25 | $90.9M | $185.3M | ||
| Q3 25 | $71.2M | $171.1M | ||
| Q2 25 | $107.4M | $179.2M | ||
| Q1 25 | $65.8M | $145.9M | ||
| Q4 24 | $94.7M | $193.8M | ||
| Q3 24 | $82.7M | $149.6M | ||
| Q2 24 | $77.1M | $159.5M |
净利润ASLEMBIN
| Q1 26 | — | $67.7M | ||
| Q4 25 | $5.4M | — | ||
| Q3 25 | $-120.0K | $54.7M | ||
| Q2 25 | $8.6M | $38.0M | ||
| Q1 25 | $-5.3M | $58.2M | ||
| Q4 24 | $2.7M | — | ||
| Q3 24 | $509.0K | $61.3M | ||
| Q2 24 | $-3.6M | $76.4M |
毛利率ASLEMBIN
| 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ASLEMBIN
| Q1 26 | — | — | ||
| Q4 25 | 7.8% | 39.9% | ||
| Q3 25 | 4.0% | 37.8% | ||
| Q2 25 | 11.7% | 27.3% | ||
| Q1 25 | -10.1% | 52.4% | ||
| Q4 24 | 5.2% | 66.0% | ||
| Q3 24 | 2.4% | 54.4% | ||
| Q2 24 | -2.4% | 62.2% |
净利率ASLEMBIN
| Q1 26 | — | 38.6% | ||
| Q4 25 | 5.9% | — | ||
| Q3 25 | -0.2% | 32.0% | ||
| Q2 25 | 8.0% | 21.2% | ||
| Q1 25 | -8.0% | 39.9% | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 0.6% | 41.0% | ||
| Q2 24 | -4.7% | 47.9% |
每股收益（稀释后）ASLEMBIN
| Q1 26 | — | $1.25 | ||
| Q4 25 | $0.10 | $1.28 | ||
| Q3 25 | $0.00 | $0.97 | ||
| Q2 25 | $0.18 | $0.60 | ||
| Q1 25 | $-0.10 | $0.93 | ||
| Q4 24 | $0.05 | $1.84 | ||
| Q3 24 | $0.01 | $1.17 | ||
| Q2 24 | $-0.07 | $1.49 |
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 | $83.2M |
| 总债务越低越好 | $1.3M | $32.0M |
| 股东权益账面价值 | $424.4M | $2.3B |
| 总资产 | $640.5M | $20.3B |
| 负债/权益比越低杠杆越低 | 0.00× | 0.01× |
8季度趋势，按日历期对齐
现金及短期投资ASLEMBIN
| Q1 26 | — | $83.2M | ||
| 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ASLEMBIN
| Q1 26 | — | $32.0M | ||
| 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ASLEMBIN
| Q1 26 | — | $2.3B | ||
| Q4 25 | $424.4M | $2.3B | ||
| Q3 25 | $417.1M | $2.2B | ||
| Q2 25 | $415.9M | $2.2B | ||
| Q1 25 | $406.5M | $2.2B | ||
| Q4 24 | $455.6M | $2.2B | ||
| Q3 24 | $451.5M | $1.9B | ||
| Q2 24 | $449.8M | $1.9B |
总资产ASLEMBIN
| Q1 26 | — | $20.3B | ||
| Q4 25 | $640.5M | $19.4B | ||
| Q3 25 | $646.3M | $19.4B | ||
| Q2 25 | $646.7M | $19.1B | ||
| Q1 25 | $646.1M | $18.8B | ||
| Q4 24 | $604.7M | $18.8B | ||
| Q3 24 | $601.5M | $18.7B | ||
| Q2 24 | $598.7M | $18.2B |
负债/权益比ASLEMBIN
| Q1 26 | — | 0.01× | ||
| 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ASLEMBIN
| Q1 26 | — | — | ||
| Q4 25 | $11.4M | $-341.2M | ||
| Q3 25 | $-8.9M | $29.8M | ||
| Q2 25 | $19.8M | $-121.2M | ||
| Q1 25 | $-45.2M | $148.0M | ||
| Q4 24 | $37.5M | $-835.3M | ||
| Q3 24 | $10.4M | $-492.6M | ||
| Q2 24 | $-15.3M | $51.1M |
自由现金流ASLEMBIN
| Q1 26 | — | — | ||
| Q4 25 | $9.8M | $-362.2M | ||
| Q3 25 | $-9.8M | $24.0M | ||
| Q2 25 | $18.6M | $-125.7M | ||
| Q1 25 | $-47.6M | $141.2M | ||
| Q4 24 | $32.3M | $-853.7M | ||
| Q3 24 | $8.9M | $-497.2M | ||
| Q2 24 | $-18.9M | $45.8M |
自由现金流率ASLEMBIN
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | -195.5% | ||
| Q3 25 | -13.8% | 14.0% | ||
| Q2 25 | 17.3% | -70.1% | ||
| Q1 25 | -72.4% | 96.8% | ||
| Q4 24 | 34.0% | -440.6% | ||
| Q3 24 | 10.7% | -332.4% | ||
| Q2 24 | -24.6% | 28.7% |
资本支出强度ASLEMBIN
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | 11.3% | ||
| Q3 25 | 1.3% | 3.4% | ||
| Q2 25 | 1.1% | 2.5% | ||
| Q1 25 | 3.7% | 4.7% | ||
| Q4 24 | 5.6% | 9.5% | ||
| Q3 24 | 1.9% | 3.0% | ||
| Q2 24 | 4.7% | 3.3% |
现金转化率ASLEMBIN
| Q1 26 | — | — | ||
| Q4 25 | 2.11× | — | ||
| Q3 25 | — | 0.54× | ||
| Q2 25 | 2.31× | -3.19× | ||
| Q1 25 | — | 2.54× | ||
| Q4 24 | 13.89× | — | ||
| Q3 24 | 20.52× | -8.04× | ||
| Q2 24 | — | 0.67× |
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% |
MBIN
| Net Interest Income | $128.6M | 73% |
| Noninterest Income | $46.6M | 27% |
