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AerSale Corp（ASLE）与Inotiv, Inc.（NOTV）财务数据对比。点击上方公司名可切换其他公司
Inotiv, Inc.的季度营收约是AerSale Corp的1.3倍（$120.9M vs $90.9M），AerSale Corp净利率更高（5.9% vs -23.5%，领先29.4%），Inotiv, Inc.同比增速更快（0.8% vs -4.0%），AerSale Corp自由现金流更多（$9.8M vs $-10.6M），过去两年Inotiv, Inc.的营收复合增速更高（0.8% 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。
Inotiv公司是一家注册于美国印第安纳州的合同研究组织，总部位于该州拉斐特市。公司设有两大核心业务板块：发现与安全评估业务（DSA）以及研究模型与服务业务（RMS），可为小分子候选药物、生物治疗产品及生物医疗设备提供安全评估、分析、代谢研究、CMC及法规咨询等药物开发与环境科学相关服务。
ASLE vs NOTV — 直观对比
营收规模更大
NOTV
是对方的1.3倍
$90.9M
营收增速更快
NOTV
高出4.9%
-4.0%
净利率更高
ASLE
高出29.4%
-23.5%
自由现金流更多
ASLE
多$20.4M
$-10.6M
两年增速更快
NOTV
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $120.9M |
| 净利润 | $5.4M | $-28.4M |
| 毛利率 | 34.1% | — |
| 营业利润率 | 7.8% | -13.5% |
| 净利率 | 5.9% | -23.5% |
| 营收同比 | -4.0% | 0.8% |
| 净利润同比 | 99.7% | -2.7% |
| 每股收益（稀释后） | $0.10 | $-0.83 |
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ASLENOTV
| Q4 25 | $90.9M | $120.9M | ||
| Q3 25 | $71.2M | $138.1M | ||
| Q2 25 | $107.4M | $130.7M | ||
| Q1 25 | $65.8M | $124.3M | ||
| Q4 24 | $94.7M | $119.9M | ||
| Q3 24 | $82.7M | $130.4M | ||
| Q2 24 | $77.1M | $105.8M | ||
| Q1 24 | $90.5M | $119.0M |
净利润ASLENOTV
| Q4 25 | $5.4M | $-28.4M | ||
| Q3 25 | $-120.0K | $-8.6M | ||
| Q2 25 | $8.6M | $-17.6M | ||
| Q1 25 | $-5.3M | $-14.9M | ||
| Q4 24 | $2.7M | $-27.6M | ||
| Q3 24 | $509.0K | $-18.9M | ||
| Q2 24 | $-3.6M | $-26.1M | ||
| Q1 24 | $6.3M | $-48.1M |
毛利率ASLENOTV
| 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% | — | ||
| Q1 24 | 31.8% | — |
营业利润率ASLENOTV
| Q4 25 | 7.8% | -13.5% | ||
| Q3 25 | 4.0% | -4.9% | ||
| Q2 25 | 11.7% | -4.3% | ||
| Q1 25 | -10.1% | -2.4% | ||
| Q4 24 | 5.2% | -12.9% | ||
| Q3 24 | 2.4% | -10.1% | ||
| Q2 24 | -2.4% | -19.6% | ||
| Q1 24 | 5.2% | -36.2% |
净利率ASLENOTV
| Q4 25 | 5.9% | -23.5% | ||
| Q3 25 | -0.2% | -6.2% | ||
| Q2 25 | 8.0% | -13.5% | ||
| Q1 25 | -8.0% | -12.0% | ||
| Q4 24 | 2.9% | -23.0% | ||
| Q3 24 | 0.6% | -14.5% | ||
| Q2 24 | -4.7% | -24.7% | ||
| Q1 24 | 6.9% | -40.4% |
每股收益（稀释后）ASLENOTV
| Q4 25 | $0.10 | $-0.83 | ||
| Q3 25 | $0.00 | $-0.14 | ||
| Q2 25 | $0.18 | $-0.51 | ||
| Q1 25 | $-0.10 | $-0.44 | ||
| Q4 24 | $0.05 | $-1.02 | ||
| Q3 24 | $0.01 | $-0.73 | ||
| Q2 24 | $-0.07 | $-1.00 | ||
| Q1 24 | $0.12 | $-1.86 |
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 | $12.7M |
| 总债务越低越好 | $1.3M | $405.8M |
| 股东权益账面价值 | $424.4M | $109.0M |
| 总资产 | $640.5M | $734.3M |
| 负债/权益比越低杠杆越低 | 0.00× | 3.72× |
8季度趋势，按日历期对齐
现金及短期投资ASLENOTV
| Q4 25 | $4.4M | $12.7M | ||
| Q3 25 | $5.3M | $21.7M | ||
| Q2 25 | $5.7M | $6.2M | ||
| Q1 25 | $4.7M | $19.3M | ||
| Q4 24 | $4.7M | $38.0M | ||
| Q3 24 | $9.8M | $21.4M | ||
| Q2 24 | $4.3M | $14.4M | ||
| Q1 24 | $2.6M | $32.7M |
总债务ASLENOTV
| Q4 25 | $1.3M | $405.8M | ||
| Q3 25 | $1.5M | $402.1M | ||
| Q2 25 | $907.0K | $396.5M | ||
| Q1 25 | $1.1M | $399.5M | ||
| Q4 24 | $1.2M | $396.0M | ||
| Q3 24 | $376.0K | $393.3M | ||
| Q2 24 | $522.0K | $382.4M | ||
| Q1 24 | $3.5M | $380.6M |
股东权益ASLENOTV
| Q4 25 | $424.4M | $109.0M | ||
| Q3 25 | $417.1M | $136.0M | ||
| Q2 25 | $415.9M | $143.8M | ||
| Q1 25 | $406.5M | $157.7M | ||
| Q4 24 | $455.6M | $169.8M | ||
| Q3 24 | $451.5M | $170.5M | ||
| Q2 24 | $449.8M | $182.1M | ||
| Q1 24 | $452.0M | $207.2M |
总资产ASLENOTV
| Q4 25 | $640.5M | $734.3M | ||
| Q3 25 | $646.3M | $771.1M | ||
| Q2 25 | $646.7M | $759.7M | ||
| Q1 25 | $646.1M | $766.0M | ||
| Q4 24 | $604.7M | $772.9M | ||
| Q3 24 | $601.5M | $781.4M | ||
| Q2 24 | $598.7M | $774.6M | ||
| Q1 24 | $571.7M | $815.4M |
负债/权益比ASLENOTV
| Q4 25 | 0.00× | 3.72× | ||
| Q3 25 | 0.00× | 2.96× | ||
| Q2 25 | 0.00× | 2.76× | ||
| Q1 25 | 0.00× | 2.53× | ||
| Q4 24 | 0.00× | 2.33× | ||
| Q3 24 | 0.00× | 2.31× | ||
| Q2 24 | 0.00× | 2.10× | ||
| Q1 24 | 0.01× | 1.84× |
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 | $-5.4M |
| 自由现金流经营现金流 - 资本支出 | $9.8M | $-10.6M |
| 自由现金流率自由现金流/营收 | 10.8% | -8.8% |
| 资本支出强度资本支出/营收 | 1.7% | 4.3% |
| 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 | $-28.7M |
8季度趋势，按日历期对齐
经营现金流ASLENOTV
| Q4 25 | $11.4M | $-5.4M | ||
| Q3 25 | $-8.9M | $14.3M | ||
| Q2 25 | $19.8M | $-7.4M | ||
| Q1 25 | $-45.2M | $-12.8M | ||
| Q4 24 | $37.5M | $-4.5M | ||
| Q3 24 | $10.4M | $-2.4M | ||
| Q2 24 | $-15.3M | $-14.8M | ||
| Q1 24 | $-21.5M | $16.9M |
自由现金流ASLENOTV
| Q4 25 | $9.8M | $-10.6M | ||
| Q3 25 | $-9.8M | $11.6M | ||
| Q2 25 | $18.6M | $-11.5M | ||
| Q1 25 | $-47.6M | $-18.3M | ||
| Q4 24 | $32.3M | $-9.0M | ||
| Q3 24 | $8.9M | $-7.7M | ||
| Q2 24 | $-18.9M | $-19.2M | ||
| Q1 24 | $-25.0M | $9.9M |
自由现金流率ASLENOTV
| Q4 25 | 10.8% | -8.8% | ||
| Q3 25 | -13.8% | 8.4% | ||
| Q2 25 | 17.3% | -8.8% | ||
| Q1 25 | -72.4% | -14.7% | ||
| Q4 24 | 34.0% | -7.5% | ||
| Q3 24 | 10.7% | -5.9% | ||
| Q2 24 | -24.6% | -18.2% | ||
| Q1 24 | -27.7% | 8.3% |
资本支出强度ASLENOTV
| Q4 25 | 1.7% | 4.3% | ||
| Q3 25 | 1.3% | 1.9% | ||
| Q2 25 | 1.1% | 3.1% | ||
| Q1 25 | 3.7% | 4.4% | ||
| Q4 24 | 5.6% | 3.7% | ||
| Q3 24 | 1.9% | 4.1% | ||
| Q2 24 | 4.7% | 4.2% | ||
| Q1 24 | 3.9% | 5.9% |
现金转化率ASLENOTV
| Q4 25 | 2.11× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.31× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 13.89× | — | ||
| Q3 24 | 20.52× | — | ||
| Q2 24 | — | — | ||
| 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% |
NOTV
| Research Models And Services Segment | $72.9M | 60% |
| Discovery And Safety Assessment Segment | $48.0M | 40% |
