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AerSale Corp（ASLE）与MESA LABORATORIES INC（MLAB）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MESA LABORATORIES INC的1.4倍（$90.9M vs $65.1M），AerSale Corp净利率更高（5.9% vs 5.6%，领先0.4%），MESA LABORATORIES INC同比增速更快（3.6% vs -4.0%），MESA LABORATORIES INC自由现金流更多（$18.0M vs $9.8M），过去两年MESA LABORATORIES INC的营收复合增速更高（5.1% 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。
梅萨实验室有限公司开发、生产和销售专业质控、校准及监测仪器与配套服务，核心业务覆盖医疗健康、制药、食品饮料、工业卫生及环境检测领域，为全球客户满足合规及运营安全需求提供支持。
ASLE vs MLAB — 直观对比
营收规模更大
ASLE
是对方的1.4倍
$65.1M
营收增速更快
MLAB
高出7.7%
-4.0%
净利率更高
ASLE
高出0.4%
5.6%
自由现金流更多
MLAB
多$8.2M
$9.8M
两年增速更快
MLAB
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $65.1M |
| 净利润 | $5.4M | $3.6M |
| 毛利率 | 34.1% | 64.2% |
| 营业利润率 | 7.8% | 12.2% |
| 净利率 | 5.9% | 5.6% |
| 营收同比 | -4.0% | 3.6% |
| 净利润同比 | 99.7% | 316.6% |
| 每股收益（稀释后） | $0.10 | $0.65 |
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ASLEMLAB
| Q4 25 | $90.9M | $65.1M | ||
| Q3 25 | $71.2M | $60.7M | ||
| Q2 25 | $107.4M | $59.5M | ||
| Q1 25 | $65.8M | $62.1M | ||
| Q4 24 | $94.7M | $62.8M | ||
| Q3 24 | $82.7M | $57.8M | ||
| Q2 24 | $77.1M | $58.2M | ||
| Q1 24 | $90.5M | $58.9M |
净利润ASLEMLAB
| Q4 25 | $5.4M | $3.6M | ||
| Q3 25 | $-120.0K | $2.5M | ||
| Q2 25 | $8.6M | $4.7M | ||
| Q1 25 | $-5.3M | $-7.1M | ||
| Q4 24 | $2.7M | $-1.7M | ||
| Q3 24 | $509.0K | $3.4M | ||
| Q2 24 | $-3.6M | $3.4M | ||
| Q1 24 | $6.3M | $-254.6M |
毛利率ASLEMLAB
| Q4 25 | 34.1% | 64.2% | ||
| Q3 25 | 30.2% | 61.5% | ||
| Q2 25 | 32.9% | 62.0% | ||
| Q1 25 | 27.3% | 61.8% | ||
| Q4 24 | 31.4% | 63.3% | ||
| Q3 24 | 28.6% | 61.3% | ||
| Q2 24 | 28.2% | 64.0% | ||
| Q1 24 | 31.8% | 62.1% |
营业利润率ASLEMLAB
| Q4 25 | 7.8% | 12.2% | ||
| Q3 25 | 4.0% | 7.8% | ||
| Q2 25 | 11.7% | 5.1% | ||
| Q1 25 | -10.1% | 2.4% | ||
| Q4 24 | 5.2% | 9.2% | ||
| Q3 24 | 2.4% | 6.1% | ||
| Q2 24 | -2.4% | 9.6% | ||
| Q1 24 | 5.2% | -460.6% |
净利率ASLEMLAB
| Q4 25 | 5.9% | 5.6% | ||
| Q3 25 | -0.2% | 4.1% | ||
| Q2 25 | 8.0% | 8.0% | ||
| Q1 25 | -8.0% | -11.4% | ||
| Q4 24 | 2.9% | -2.7% | ||
| Q3 24 | 0.6% | 5.9% | ||
| Q2 24 | -4.7% | 5.8% | ||
| Q1 24 | 6.9% | -432.2% |
每股收益（稀释后）ASLEMLAB
| Q4 25 | $0.10 | $0.65 | ||
| Q3 25 | $0.00 | $0.45 | ||
| Q2 25 | $0.18 | $0.85 | ||
| Q1 25 | $-0.10 | $-1.30 | ||
| Q4 24 | $0.05 | $-0.31 | ||
| Q3 24 | $0.01 | $0.63 | ||
| Q2 24 | $-0.07 | $0.62 | ||
| Q1 24 | $0.12 | $-47.26 |
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 | $29.0M |
| 总债务越低越好 | $1.3M | $68.4M |
| 股东权益账面价值 | $424.4M | $186.7M |
| 总资产 | $640.5M | $434.8M |
| 负债/权益比越低杠杆越低 | 0.00× | 0.37× |
8季度趋势，按日历期对齐
现金及短期投资ASLEMLAB
| Q4 25 | $4.4M | $29.0M | ||
| Q3 25 | $5.3M | $20.4M | ||
| Q2 25 | $5.7M | $21.3M | ||
| Q1 25 | $4.7M | $27.3M | ||
| Q4 24 | $4.7M | $27.3M | ||
| Q3 24 | $9.8M | $24.3M | ||
| Q2 24 | $4.3M | $28.5M | ||
| Q1 24 | $2.6M | $28.2M |
总债务ASLEMLAB
| Q4 25 | $1.3M | $68.4M | ||
| Q3 25 | $1.5M | $69.4M | ||
| Q2 25 | $907.0K | $70.3M | ||
| Q1 25 | $1.1M | $71.3M | ||
| Q4 24 | $1.2M | $72.2M | ||
| Q3 24 | $376.0K | $73.1M | ||
| Q2 24 | $522.0K | $74.1M | ||
| Q1 24 | $3.5M | — |
股东权益ASLEMLAB
| Q4 25 | $424.4M | $186.7M | ||
| Q3 25 | $417.1M | $178.5M | ||
| Q2 25 | $415.9M | $172.5M | ||
| Q1 25 | $406.5M | $159.8M | ||
| Q4 24 | $455.6M | $155.2M | ||
| Q3 24 | $451.5M | $161.5M | ||
| Q2 24 | $449.8M | $150.7M | ||
| Q1 24 | $452.0M | $145.4M |
总资产ASLEMLAB
| Q4 25 | $640.5M | $434.8M | ||
| Q3 25 | $646.3M | $430.4M | ||
| Q2 25 | $646.7M | $435.7M | ||
| Q1 25 | $646.1M | $433.3M | ||
| Q4 24 | $604.7M | $433.3M | ||
| Q3 24 | $601.5M | $454.1M | ||
| Q2 24 | $598.7M | $440.4M | ||
| Q1 24 | $571.7M | $446.8M |
负债/权益比ASLEMLAB
| Q4 25 | 0.00× | 0.37× | ||
| Q3 25 | 0.00× | 0.39× | ||
| Q2 25 | 0.00× | 0.41× | ||
| Q1 25 | 0.00× | 0.45× | ||
| Q4 24 | 0.00× | 0.47× | ||
| Q3 24 | 0.00× | 0.45× | ||
| Q2 24 | 0.00× | 0.49× | ||
| Q1 24 | 0.01× | — |
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 | $18.8M |
| 自由现金流经营现金流 - 资本支出 | $9.8M | $18.0M |
| 自由现金流率自由现金流/营收 | 10.8% | 27.7% |
| 资本支出强度资本支出/营收 | 1.7% | 1.1% |
| 现金转化率经营现金流/净利润 | 2.11× | 5.17× |
| 过去12个月自由现金流最近4个季度 | $-29.1M | $37.9M |
8季度趋势，按日历期对齐
经营现金流ASLEMLAB
| Q4 25 | $11.4M | $18.8M | ||
| Q3 25 | $-8.9M | $8.2M | ||
| Q2 25 | $19.8M | $1.9M | ||
| Q1 25 | $-45.2M | $12.7M | ||
| Q4 24 | $37.5M | $18.1M | ||
| Q3 24 | $10.4M | $5.3M | ||
| Q2 24 | $-15.3M | $10.7M | ||
| Q1 24 | $-21.5M | $12.9M |
自由现金流ASLEMLAB
| Q4 25 | $9.8M | $18.0M | ||
| Q3 25 | $-9.8M | $7.1M | ||
| Q2 25 | $18.6M | $884.0K | ||
| Q1 25 | $-47.6M | $11.9M | ||
| Q4 24 | $32.3M | $17.3M | ||
| Q3 24 | $8.9M | $3.5M | ||
| Q2 24 | $-18.9M | $9.9M | ||
| Q1 24 | $-25.0M | $12.3M |
自由现金流率ASLEMLAB
| Q4 25 | 10.8% | 27.7% | ||
| Q3 25 | -13.8% | 11.7% | ||
| Q2 25 | 17.3% | 1.5% | ||
| Q1 25 | -72.4% | 19.2% | ||
| Q4 24 | 34.0% | 27.6% | ||
| Q3 24 | 10.7% | 6.0% | ||
| Q2 24 | -24.6% | 16.9% | ||
| Q1 24 | -27.7% | 21.0% |
资本支出强度ASLEMLAB
| Q4 25 | 1.7% | 1.1% | ||
| Q3 25 | 1.3% | 1.8% | ||
| Q2 25 | 1.1% | 1.7% | ||
| Q1 25 | 3.7% | 1.2% | ||
| Q4 24 | 5.6% | 1.3% | ||
| Q3 24 | 1.9% | 3.1% | ||
| Q2 24 | 4.7% | 1.5% | ||
| Q1 24 | 3.9% | 0.9% |
现金转化率ASLEMLAB
| Q4 25 | 2.11× | 5.17× | ||
| Q3 25 | — | 3.32× | ||
| Q2 25 | 2.31× | 0.40× | ||
| Q1 25 | — | — | ||
| Q4 24 | 13.89× | — | ||
| Q3 24 | 20.52× | 1.54× | ||
| Q2 24 | — | 3.17× | ||
| Q1 24 | -3.42× | — |
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% |
MLAB
| Sterilization And Disinfection Control | $24.9M | 38% |
| Biopharmaceutical Development | $14.4M | 22% |
| Other | $14.1M | 22% |
| Clinical Genomics | $11.8M | 18% |
