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AerSale Corp（ASLE）与NORTHPOINTE BANCSHARES INC（NPB）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NORTHPOINTE BANCSHARES INC的1.4倍（$90.9M vs $63.4M），NORTHPOINTE BANCSHARES INC净利率更高（34.9% vs 5.9%，领先29.0%）
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。
Northpointe Bancshares Inc是一家美国银行控股公司，通过旗下全资银行子公司开展业务，提供各类零售及商业银行服务，涵盖存款账户、住房抵押贷款、小微企业信贷、财富管理等，主要服务美国本土区域社区客户。
ASLE vs NPB — 直观对比
营收规模更大
ASLE
是对方的1.4倍
$63.4M
净利率更高
NPB
高出29.0%
5.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $63.4M |
| 净利润 | $5.4M | $22.2M |
| 毛利率 | 34.1% | — |
| 营业利润率 | 7.8% | — |
| 净利率 | 5.9% | 34.9% |
| 营收同比 | -4.0% | — |
| 净利润同比 | 99.7% | — |
| 每股收益（稀释后） | $0.10 | $0.62 |
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ASLENPB
| Q1 26 | — | $63.4M | ||
| Q4 25 | $90.9M | $43.5M | ||
| Q3 25 | $71.2M | $40.3M | ||
| Q2 25 | $107.4M | $36.5M | ||
| Q1 25 | $65.8M | $30.4M | ||
| Q4 24 | $94.7M | — | ||
| Q3 24 | $82.7M | — | ||
| Q2 24 | $77.1M | — |
净利润ASLENPB
| Q1 26 | — | $22.2M | ||
| Q4 25 | $5.4M | $23.6M | ||
| Q3 25 | $-120.0K | $22.2M | ||
| Q2 25 | $8.6M | $20.3M | ||
| Q1 25 | $-5.3M | $17.2M | ||
| Q4 24 | $2.7M | — | ||
| Q3 24 | $509.0K | — | ||
| Q2 24 | $-3.6M | — |
毛利率ASLENPB
| 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ASLENPB
| Q1 26 | — | — | ||
| Q4 25 | 7.8% | 73.5% | ||
| Q3 25 | 4.0% | 72.3% | ||
| Q2 25 | 11.7% | 73.0% | ||
| Q1 25 | -10.1% | 74.4% | ||
| Q4 24 | 5.2% | — | ||
| Q3 24 | 2.4% | — | ||
| Q2 24 | -2.4% | — |
净利率ASLENPB
| Q1 26 | — | 34.9% | ||
| Q4 25 | 5.9% | 54.4% | ||
| Q3 25 | -0.2% | 55.0% | ||
| Q2 25 | 8.0% | 55.7% | ||
| Q1 25 | -8.0% | 56.8% | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 0.6% | — | ||
| Q2 24 | -4.7% | — |
每股收益（稀释后）ASLENPB
| Q1 26 | — | $0.62 | ||
| Q4 25 | $0.10 | $0.54 | ||
| Q3 25 | $0.00 | $0.57 | ||
| Q2 25 | $0.18 | $0.51 | ||
| Q1 25 | $-0.10 | $0.49 | ||
| Q4 24 | $0.05 | — | ||
| Q3 24 | $0.01 | — | ||
| Q2 24 | $-0.07 | — |
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 | $487.6M |
| 总债务越低越好 | $1.3M | — |
| 股东权益账面价值 | $424.4M | $590.0M |
| 总资产 | $640.5M | $7.4B |
| 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ASLENPB
| Q1 26 | — | $487.6M | ||
| Q4 25 | $4.4M | $496.5M | ||
| Q3 25 | $5.3M | $419.2M | ||
| Q2 25 | $5.7M | $415.7M | ||
| Q1 25 | $4.7M | $321.5M | ||
| Q4 24 | $4.7M | — | ||
| Q3 24 | $9.8M | — | ||
| Q2 24 | $4.3M | — |
总债务ASLENPB
| 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ASLENPB
| Q1 26 | — | $590.0M | ||
| Q4 25 | $424.4M | $569.0M | ||
| Q3 25 | $417.1M | $623.5M | ||
| Q2 25 | $415.9M | $604.3M | ||
| Q1 25 | $406.5M | $586.5M | ||
| Q4 24 | $455.6M | — | ||
| Q3 24 | $451.5M | — | ||
| Q2 24 | $449.8M | — |
总资产ASLENPB
| Q1 26 | — | $7.4B | ||
| Q4 25 | $640.5M | $7.0B | ||
| Q3 25 | $646.3M | $6.8B | ||
| Q2 25 | $646.7M | $6.4B | ||
| Q1 25 | $646.1M | $5.9B | ||
| Q4 24 | $604.7M | — | ||
| Q3 24 | $601.5M | — | ||
| Q2 24 | $598.7M | — |
负债/权益比ASLENPB
| 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 | — |
| 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ASLENPB
| Q1 26 | — | — | ||
| Q4 25 | $11.4M | $-28.3M | ||
| Q3 25 | $-8.9M | $90.4M | ||
| Q2 25 | $19.8M | $-72.3M | ||
| Q1 25 | $-45.2M | $54.4M | ||
| Q4 24 | $37.5M | — | ||
| Q3 24 | $10.4M | — | ||
| Q2 24 | $-15.3M | — |
自由现金流ASLENPB
| Q1 26 | — | — | ||
| Q4 25 | $9.8M | $-28.8M | ||
| Q3 25 | $-9.8M | $89.6M | ||
| Q2 25 | $18.6M | $-73.4M | ||
| Q1 25 | $-47.6M | $54.1M | ||
| Q4 24 | $32.3M | — | ||
| Q3 24 | $8.9M | — | ||
| Q2 24 | $-18.9M | — |
自由现金流率ASLENPB
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | -66.1% | ||
| Q3 25 | -13.8% | 222.3% | ||
| Q2 25 | 17.3% | -201.1% | ||
| Q1 25 | -72.4% | 178.0% | ||
| Q4 24 | 34.0% | — | ||
| Q3 24 | 10.7% | — | ||
| Q2 24 | -24.6% | — |
资本支出强度ASLENPB
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | 1.2% | ||
| Q3 25 | 1.3% | 2.0% | ||
| Q2 25 | 1.1% | 3.1% | ||
| Q1 25 | 3.7% | 1.1% | ||
| Q4 24 | 5.6% | — | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | 4.7% | — |
现金转化率ASLENPB
| Q1 26 | — | — | ||
| Q4 25 | 2.11× | -1.20× | ||
| Q3 25 | — | 4.08× | ||
| Q2 25 | 2.31× | -3.55× | ||
| Q1 25 | — | 3.16× | ||
| Q4 24 | 13.89× | — | ||
| Q3 24 | 20.52× | — | ||
| Q2 24 | — | — |
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% |
NPB
| Net Interest Income | $41.3M | 65% |
| Noninterest Income | $22.1M | 35% |
