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AerSale Corp（ASLE）与NETSTREIT Corp.（NTST）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NETSTREIT Corp.的1.6倍（$90.9M vs $57.1M），NETSTREIT Corp.净利率更高（10.0% vs 5.9%，领先4.1%），NETSTREIT Corp.同比增速更快（24.3% vs -4.0%），过去两年NETSTREIT Corp.的营收复合增速更高（20.1% 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。
NETSTREIT Corp.是一家总部位于美国的房地产投资信托（REIT），专注于收购和运营多元化的单租户净租赁商业物业组合，资产涵盖零售、工业、办公类别，主要服务于美国市场的投资级企业租户。
ASLE vs NTST — 直观对比
营收规模更大
ASLE
是对方的1.6倍
$57.1M
营收增速更快
NTST
高出28.3%
-4.0%
净利率更高
NTST
高出4.1%
5.9%
两年增速更快
NTST
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $57.1M |
| 净利润 | $5.4M | $5.7M |
| 毛利率 | 34.1% | — |
| 营业利润率 | 7.8% | 34.1% |
| 净利率 | 5.9% | 10.0% |
| 营收同比 | -4.0% | 24.3% |
| 净利润同比 | 99.7% | 235.9% |
| 每股收益（稀释后） | $0.10 | $0.32 |
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ASLENTST
| Q1 26 | — | $57.1M | ||
| Q4 25 | $90.9M | $52.5M | ||
| Q3 25 | $71.2M | $48.3M | ||
| Q2 25 | $107.4M | $48.3M | ||
| Q1 25 | $65.8M | $45.9M | ||
| Q4 24 | $94.7M | $44.1M | ||
| Q3 24 | $82.7M | $41.4M | ||
| Q2 24 | $77.1M | $39.6M |
净利润ASLENTST
| Q1 26 | — | $5.7M | ||
| Q4 25 | $5.4M | $1.3M | ||
| Q3 25 | $-120.0K | $618.0K | ||
| Q2 25 | $8.6M | $3.3M | ||
| Q1 25 | $-5.3M | $1.7M | ||
| Q4 24 | $2.7M | $-5.4M | ||
| Q3 24 | $509.0K | $-5.3M | ||
| Q2 24 | $-3.6M | $-2.3M |
毛利率ASLENTST
| 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ASLENTST
| Q1 26 | — | 34.1% | ||
| Q4 25 | 7.8% | 2.6% | ||
| Q3 25 | 4.0% | 1.3% | ||
| Q2 25 | 11.7% | 6.8% | ||
| Q1 25 | -10.1% | 3.7% | ||
| Q4 24 | 5.2% | -12.3% | ||
| Q3 24 | 2.4% | -12.8% | ||
| Q2 24 | -2.4% | -5.8% |
净利率ASLENTST
| Q1 26 | — | 10.0% | ||
| Q4 25 | 5.9% | 2.5% | ||
| Q3 25 | -0.2% | 1.3% | ||
| Q2 25 | 8.0% | 6.8% | ||
| Q1 25 | -8.0% | 3.7% | ||
| Q4 24 | 2.9% | -12.3% | ||
| Q3 24 | 0.6% | -12.8% | ||
| Q2 24 | -4.7% | -5.8% |
每股收益（稀释后）ASLENTST
| Q1 26 | — | $0.32 | ||
| Q4 25 | $0.10 | $0.01 | ||
| Q3 25 | $0.00 | $0.01 | ||
| Q2 25 | $0.18 | $0.04 | ||
| Q1 25 | $-0.10 | $0.02 | ||
| Q4 24 | $0.05 | $-0.07 | ||
| Q3 24 | $0.01 | $-0.07 | ||
| Q2 24 | $-0.07 | $-0.03 |
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 | — |
| 股东权益账面价值 | $424.4M | $1.5B |
| 总资产 | $640.5M | $2.8B |
| 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ASLENTST
| 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ASLENTST
| Q1 26 | — | — | ||
| Q4 25 | $1.3M | $1.1B | ||
| Q3 25 | $1.5M | $1.1B | ||
| Q2 25 | $907.0K | $926.6M | ||
| Q1 25 | $1.1M | $913.3M | ||
| Q4 24 | $1.2M | $868.3M | ||
| Q3 24 | $376.0K | $778.7M | ||
| Q2 24 | $522.0K | $726.2M |
股东权益ASLENTST
| Q1 26 | — | $1.5B | ||
| Q4 25 | $424.4M | $1.4B | ||
| Q3 25 | $417.1M | $1.3B | ||
| Q2 25 | $415.9M | $1.3B | ||
| Q1 25 | $406.5M | $1.3B | ||
| Q4 24 | $455.6M | $1.3B | ||
| Q3 24 | $451.5M | $1.3B | ||
| Q2 24 | $449.8M | $1.3B |
总资产ASLENTST
| Q1 26 | — | $2.8B | ||
| Q4 25 | $640.5M | $2.6B | ||
| Q3 25 | $646.3M | $2.5B | ||
| Q2 25 | $646.7M | $2.3B | ||
| Q1 25 | $646.1M | $2.3B | ||
| Q4 24 | $604.7M | $2.3B | ||
| Q3 24 | $601.5M | $2.2B | ||
| Q2 24 | $598.7M | $2.1B |
负债/权益比ASLENTST
| Q1 26 | — | — | ||
| Q4 25 | 0.00× | 0.76× | ||
| Q3 25 | 0.00× | 0.84× | ||
| Q2 25 | 0.00× | 0.70× | ||
| Q1 25 | 0.00× | 0.70× | ||
| Q4 24 | 0.00× | 0.65× | ||
| Q3 24 | 0.00× | 0.58× | ||
| Q2 24 | 0.00× | 0.55× |
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ASLENTST
| Q1 26 | — | — | ||
| Q4 25 | $11.4M | $109.5M | ||
| Q3 25 | $-8.9M | $28.0M | ||
| Q2 25 | $19.8M | $30.6M | ||
| Q1 25 | $-45.2M | $22.1M | ||
| Q4 24 | $37.5M | $90.2M | ||
| Q3 24 | $10.4M | $25.1M | ||
| Q2 24 | $-15.3M | $25.4M |
自由现金流ASLENTST
| 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ASLENTST
| 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ASLENTST
| 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ASLENTST
| Q1 26 | — | — | ||
| Q4 25 | 2.11× | 82.46× | ||
| Q3 25 | — | 45.27× | ||
| Q2 25 | 2.31× | 9.36× | ||
| Q1 25 | — | 13.06× | ||
| 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% |
NTST
| Rental revenue (including reimbursable) | $54.0M | 95% |
| Other | $3.0M | 5% |
