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AerSale Corp（ASLE）与MERCANTILE BANK CORP（MBWM）财务数据对比。点击上方公司名可切换其他公司
AerSale Corp的季度营收约是MERCANTILE BANK CORP的1.3倍（$90.9M vs $67.6M），MERCANTILE BANK CORP净利率更高（33.6% vs 5.9%，领先27.6%），过去两年MERCANTILE BANK CORP的营收复合增速更高（9.1% 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。
泰米尔纳德商业银行（TMB）是一家印度银行，总部位于泰米尔纳德邦杜蒂戈林。该行始建于1921年，最初名为纳达尔银行，1962年11月更名为泰米尔纳德商业银行，以拓展纳达尔社群以外的业务。目前该银行在印度全境拥有600家全功能网点、12个区域办事处及各类配套服务中心与自助设施。
ASLE vs MBWM — 直观对比
营收规模更大
ASLE
是对方的1.3倍
$67.6M
净利率更高
MBWM
高出27.6%
5.9%
两年增速更快
MBWM
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $67.6M |
| 净利润 | $5.4M | $22.7M |
| 毛利率 | 34.1% | — |
| 营业利润率 | 7.8% | — |
| 净利率 | 5.9% | 33.6% |
| 营收同比 | -4.0% | — |
| 净利润同比 | 99.7% | 16.1% |
| 每股收益（稀释后） | $0.10 | $1.32 |
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ASLEMBWM
| Q1 26 | — | $67.6M | ||
| Q4 25 | $90.9M | $62.1M | ||
| Q3 25 | $71.2M | $62.4M | ||
| Q2 25 | $107.4M | $60.9M | ||
| Q1 25 | $65.8M | $57.3M | ||
| Q4 24 | $94.7M | $58.5M | ||
| Q3 24 | $82.7M | $58.0M | ||
| Q2 24 | $77.1M | $56.8M |
净利润ASLEMBWM
| Q1 26 | — | $22.7M | ||
| Q4 25 | $5.4M | $22.8M | ||
| Q3 25 | $-120.0K | $23.8M | ||
| Q2 25 | $8.6M | $22.6M | ||
| Q1 25 | $-5.3M | $19.5M | ||
| Q4 24 | $2.7M | $19.6M | ||
| Q3 24 | $509.0K | $19.6M | ||
| Q2 24 | $-3.6M | $18.8M |
毛利率ASLEMBWM
| 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ASLEMBWM
| Q1 26 | — | — | ||
| Q4 25 | 7.8% | 42.0% | ||
| Q3 25 | 4.0% | 44.0% | ||
| Q2 25 | 11.7% | 42.6% | ||
| Q1 25 | -10.1% | 42.0% | ||
| Q4 24 | 5.2% | 39.7% | ||
| Q3 24 | 2.4% | 42.4% | ||
| Q2 24 | -2.4% | 41.4% |
净利率ASLEMBWM
| Q1 26 | — | 33.6% | ||
| Q4 25 | 5.9% | 36.8% | ||
| Q3 25 | -0.2% | 38.1% | ||
| Q2 25 | 8.0% | 37.1% | ||
| Q1 25 | -8.0% | 34.1% | ||
| Q4 24 | 2.9% | 33.5% | ||
| Q3 24 | 0.6% | 33.8% | ||
| Q2 24 | -4.7% | 33.1% |
每股收益（稀释后）ASLEMBWM
| Q1 26 | — | $1.32 | ||
| Q4 25 | $0.10 | $1.41 | ||
| Q3 25 | $0.00 | $1.46 | ||
| Q2 25 | $0.18 | $1.39 | ||
| Q1 25 | $-0.10 | $1.21 | ||
| Q4 24 | $0.05 | $1.20 | ||
| Q3 24 | $0.01 | $1.22 | ||
| Q2 24 | $-0.07 | $1.17 |
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 | $1.5M |
| 股东权益账面价值 | $424.4M | $736.9M |
| 总资产 | $640.5M | $6.9B |
| 负债/权益比越低杠杆越低 | 0.00× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资ASLEMBWM
| 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ASLEMBWM
| Q1 26 | — | $1.5M | ||
| 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ASLEMBWM
| Q1 26 | — | $736.9M | ||
| Q4 25 | $424.4M | $724.9M | ||
| Q3 25 | $417.1M | $657.6M | ||
| Q2 25 | $415.9M | $631.5M | ||
| Q1 25 | $406.5M | $608.3M | ||
| Q4 24 | $455.6M | $584.5M | ||
| Q3 24 | $451.5M | $583.3M | ||
| Q2 24 | $449.8M | $551.2M |
总资产ASLEMBWM
| Q1 26 | — | $6.9B | ||
| Q4 25 | $640.5M | $6.8B | ||
| Q3 25 | $646.3M | $6.3B | ||
| Q2 25 | $646.7M | $6.2B | ||
| Q1 25 | $646.1M | $6.1B | ||
| Q4 24 | $604.7M | $6.1B | ||
| Q3 24 | $601.5M | $5.9B | ||
| Q2 24 | $598.7M | $5.6B |
负债/权益比ASLEMBWM
| Q1 26 | — | 0.00× | ||
| 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ASLEMBWM
| Q1 26 | — | — | ||
| Q4 25 | $11.4M | $18.0M | ||
| Q3 25 | $-8.9M | $23.1M | ||
| Q2 25 | $19.8M | $-7.8M | ||
| Q1 25 | $-45.2M | $-3.0M | ||
| Q4 24 | $37.5M | $101.1M | ||
| Q3 24 | $10.4M | $-8.1M | ||
| Q2 24 | $-15.3M | $9.1M |
自由现金流ASLEMBWM
| Q1 26 | — | — | ||
| Q4 25 | $9.8M | — | ||
| Q3 25 | $-9.8M | — | ||
| Q2 25 | $18.6M | — | ||
| Q1 25 | $-47.6M | — | ||
| Q4 24 | $32.3M | — | ||
| Q3 24 | $8.9M | — | ||
| Q2 24 | $-18.9M | — |
自由现金流率ASLEMBWM
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | — | ||
| Q3 25 | -13.8% | — | ||
| Q2 25 | 17.3% | — | ||
| Q1 25 | -72.4% | — | ||
| Q4 24 | 34.0% | — | ||
| Q3 24 | 10.7% | — | ||
| Q2 24 | -24.6% | — |
资本支出强度ASLEMBWM
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | — | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | 3.7% | — | ||
| Q4 24 | 5.6% | — | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | 4.7% | — |
现金转化率ASLEMBWM
| Q1 26 | — | — | ||
| Q4 25 | 2.11× | 0.79× | ||
| Q3 25 | — | 0.97× | ||
| Q2 25 | 2.31× | -0.35× | ||
| Q1 25 | — | -0.15× | ||
| Q4 24 | 13.89× | 5.15× | ||
| Q3 24 | 20.52× | -0.41× | ||
| Q2 24 | — | 0.49× |
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% |
MBWM
| Net Interest Income | $55.9M | 83% |
| Noninterest Income | $11.7M | 17% |
