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AerSale Corp（ASLE）与Origin Bancorp, Inc.（OBK）财务数据对比。点击上方公司名可切换其他公司
Origin Bancorp, Inc.的季度营收约是AerSale Corp的1.1倍（$104.0M vs $90.9M），Origin Bancorp, Inc.净利率更高（26.6% vs 5.9%，领先20.7%），过去两年Origin Bancorp, Inc.的营收复合增速更高（3.9% 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。
Origin Bancorp旗下的南方银行是一家社区发展金融机构，总部位于阿肯色州阿卡德尔菲亚。该机构成立于1986年，最初名为南方开发银行公司，常被简称为“南方”，专注服务社区发展相关金融需求。
ASLE vs OBK — 直观对比
营收规模更大
OBK
是对方的1.1倍
$90.9M
净利率更高
OBK
高出20.7%
5.9%
两年增速更快
OBK
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $104.0M |
| 净利润 | $5.4M | $27.7M |
| 毛利率 | 34.1% | — |
| 营业利润率 | 7.8% | — |
| 净利率 | 5.9% | 26.6% |
| 营收同比 | -4.0% | — |
| 净利润同比 | 99.7% | — |
| 每股收益（稀释后） | $0.10 | $0.89 |
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ASLEOBK
| Q1 26 | — | $104.0M | ||
| Q4 25 | $90.9M | $103.4M | ||
| Q3 25 | $71.2M | $109.8M | ||
| Q2 25 | $107.4M | $83.5M | ||
| Q1 25 | $65.8M | $94.1M | ||
| Q4 24 | $94.7M | $78.3M | ||
| Q3 24 | $82.7M | $90.8M | ||
| Q2 24 | $77.1M | $96.4M |
净利润ASLEOBK
| Q1 26 | — | $27.7M | ||
| Q4 25 | $5.4M | $29.5M | ||
| Q3 25 | $-120.0K | $8.6M | ||
| Q2 25 | $8.6M | $14.6M | ||
| Q1 25 | $-5.3M | $22.4M | ||
| Q4 24 | $2.7M | $14.3M | ||
| Q3 24 | $509.0K | $18.6M | ||
| Q2 24 | $-3.6M | $21.0M |
毛利率ASLEOBK
| 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ASLEOBK
| Q1 26 | — | — | ||
| Q4 25 | 7.8% | 36.2% | ||
| Q3 25 | 4.0% | 10.0% | ||
| Q2 25 | 11.7% | 22.3% | ||
| Q1 25 | -10.1% | 30.4% | ||
| Q4 24 | 5.2% | 23.0% | ||
| Q3 24 | 2.4% | 26.1% | ||
| Q2 24 | -2.4% | 27.7% |
净利率ASLEOBK
| Q1 26 | — | 26.6% | ||
| Q4 25 | 5.9% | 28.5% | ||
| Q3 25 | -0.2% | 7.9% | ||
| Q2 25 | 8.0% | 17.5% | ||
| Q1 25 | -8.0% | 23.8% | ||
| Q4 24 | 2.9% | 18.2% | ||
| Q3 24 | 0.6% | 20.5% | ||
| Q2 24 | -4.7% | 21.8% |
每股收益（稀释后）ASLEOBK
| Q1 26 | — | $0.89 | ||
| Q4 25 | $0.10 | $0.95 | ||
| Q3 25 | $0.00 | $0.27 | ||
| Q2 25 | $0.18 | $0.47 | ||
| Q1 25 | $-0.10 | $0.71 | ||
| Q4 24 | $0.05 | $0.45 | ||
| Q3 24 | $0.01 | $0.60 | ||
| Q2 24 | $-0.07 | $0.67 |
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 | $1.3B |
| 总资产 | $640.5M | $10.2B |
| 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ASLEOBK
| Q1 26 | — | — | ||
| Q4 25 | $4.4M | $424.2M | ||
| Q3 25 | $5.3M | $626.9M | ||
| Q2 25 | $5.7M | $334.1M | ||
| Q1 25 | $4.7M | $486.2M | ||
| Q4 24 | $4.7M | $470.2M | ||
| Q3 24 | $9.8M | $321.2M | ||
| Q2 24 | $4.3M | $288.1M |
总债务ASLEOBK
| 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ASLEOBK
| Q1 26 | — | $1.3B | ||
| Q4 25 | $424.4M | $1.2B | ||
| Q3 25 | $417.1M | $1.2B | ||
| Q2 25 | $415.9M | $1.2B | ||
| Q1 25 | $406.5M | $1.2B | ||
| Q4 24 | $455.6M | $1.1B | ||
| Q3 24 | $451.5M | $1.1B | ||
| Q2 24 | $449.8M | $1.1B |
总资产ASLEOBK
| Q1 26 | — | $10.2B | ||
| Q4 25 | $640.5M | $9.7B | ||
| Q3 25 | $646.3M | $9.8B | ||
| Q2 25 | $646.7M | $9.7B | ||
| Q1 25 | $646.1M | $9.8B | ||
| Q4 24 | $604.7M | $9.7B | ||
| Q3 24 | $601.5M | $10.0B | ||
| Q2 24 | $598.7M | $9.9B |
负债/权益比ASLEOBK
| 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ASLEOBK
| Q1 26 | — | — | ||
| Q4 25 | $11.4M | $158.9M | ||
| Q3 25 | $-8.9M | $59.3M | ||
| Q2 25 | $19.8M | $20.6M | ||
| Q1 25 | $-45.2M | $35.6M | ||
| Q4 24 | $37.5M | $108.5M | ||
| Q3 24 | $10.4M | $39.6M | ||
| Q2 24 | $-15.3M | $11.9M |
自由现金流ASLEOBK
| Q1 26 | — | — | ||
| Q4 25 | $9.8M | $151.1M | ||
| Q3 25 | $-9.8M | $56.8M | ||
| Q2 25 | $18.6M | $19.6M | ||
| Q1 25 | $-47.6M | $34.8M | ||
| Q4 24 | $32.3M | $86.4M | ||
| Q3 24 | $8.9M | $32.2M | ||
| Q2 24 | $-18.9M | $6.5M |
自由现金流率ASLEOBK
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | 146.0% | ||
| Q3 25 | -13.8% | 51.7% | ||
| Q2 25 | 17.3% | 23.5% | ||
| Q1 25 | -72.4% | 37.0% | ||
| Q4 24 | 34.0% | 110.3% | ||
| Q3 24 | 10.7% | 35.5% | ||
| Q2 24 | -24.6% | 6.8% |
资本支出强度ASLEOBK
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | 7.6% | ||
| Q3 25 | 1.3% | 2.3% | ||
| Q2 25 | 1.1% | 1.2% | ||
| Q1 25 | 3.7% | 0.8% | ||
| Q4 24 | 5.6% | 28.1% | ||
| Q3 24 | 1.9% | 8.1% | ||
| Q2 24 | 4.7% | 5.6% |
现金转化率ASLEOBK
| Q1 26 | — | — | ||
| Q4 25 | 2.11× | 5.38× | ||
| Q3 25 | — | 6.88× | ||
| Q2 25 | 2.31× | 1.41× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | 13.89× | 7.60× | ||
| Q3 24 | 20.52× | 2.13× | ||
| Q2 24 | — | 0.57× |
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% |
OBK
| Net Interest Income | $87.2M | 84% |
| Noninterest Income | $16.8M | 16% |
