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AerSale Corp（ASLE）与OneSpan Inc.（OSPN）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OneSpan Inc.的1.4倍（$90.9M vs $65.9M），OneSpan Inc.净利率更高（17.5% vs 5.9%，领先11.6%），OneSpan Inc.同比增速更快（4.1% vs -4.0%），过去两年OneSpan Inc.的营收复合增速更高（4.0% 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。
OneSpan Inc.是一家总部位于美国马萨诸塞州波士顿的信息安全企业，核心业务涵盖网络欺诈防御平台搭建、多因素身份验证工具提供以及电子签名软件开发，为各类机构提供专业的数字安全与身份合规管理解决方案。
ASLE vs OSPN — 直观对比
营收规模更大
ASLE
是对方的1.4倍
$65.9M
营收增速更快
OSPN
高出8.1%
-4.0%
净利率更高
OSPN
高出11.6%
5.9%
两年增速更快
OSPN
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $65.9M |
| 净利润 | $5.4M | $11.6M |
| 毛利率 | 34.1% | 73.6% |
| 营业利润率 | 7.8% | 22.5% |
| 净利率 | 5.9% | 17.5% |
| 营收同比 | -4.0% | 4.1% |
| 净利润同比 | 99.7% | — |
| 每股收益（稀释后） | $0.10 | $0.39 |
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ASLEOSPN
| Q1 26 | — | $65.9M | ||
| Q4 25 | $90.9M | $62.9M | ||
| Q3 25 | $71.2M | $57.1M | ||
| Q2 25 | $107.4M | $59.8M | ||
| Q1 25 | $65.8M | $63.4M | ||
| Q4 24 | $94.7M | $61.2M | ||
| Q3 24 | $82.7M | $56.2M | ||
| Q2 24 | $77.1M | $60.9M |
净利润ASLEOSPN
| Q1 26 | — | $11.6M | ||
| Q4 25 | $5.4M | $43.5M | ||
| Q3 25 | $-120.0K | $6.5M | ||
| Q2 25 | $8.6M | $8.3M | ||
| Q1 25 | $-5.3M | $14.5M | ||
| Q4 24 | $2.7M | $28.8M | ||
| Q3 24 | $509.0K | $8.3M | ||
| Q2 24 | $-3.6M | $6.6M |
毛利率ASLEOSPN
| Q1 26 | — | 73.6% | ||
| Q4 25 | 34.1% | 73.6% | ||
| Q3 25 | 30.2% | 73.6% | ||
| Q2 25 | 32.9% | 73.5% | ||
| Q1 25 | 27.3% | 74.3% | ||
| Q4 24 | 31.4% | 74.0% | ||
| Q3 24 | 28.6% | 73.9% | ||
| Q2 24 | 28.2% | 66.2% |
营业利润率ASLEOSPN
| Q1 26 | — | 22.5% | ||
| Q4 25 | 7.8% | 19.9% | ||
| Q3 25 | 4.0% | 14.4% | ||
| Q2 25 | 11.7% | 17.6% | ||
| Q1 25 | -10.1% | 27.1% | ||
| Q4 24 | 5.2% | 19.3% | ||
| Q3 24 | 2.4% | 20.0% | ||
| Q2 24 | -2.4% | 12.5% |
净利率ASLEOSPN
| Q1 26 | — | 17.5% | ||
| Q4 25 | 5.9% | 69.2% | ||
| Q3 25 | -0.2% | 11.4% | ||
| Q2 25 | 8.0% | 13.9% | ||
| Q1 25 | -8.0% | 22.9% | ||
| Q4 24 | 2.9% | 47.1% | ||
| Q3 24 | 0.6% | 14.7% | ||
| Q2 24 | -4.7% | 10.8% |
每股收益（稀释后）ASLEOSPN
| Q1 26 | — | $0.39 | ||
| Q4 25 | $0.10 | $1.13 | ||
| Q3 25 | $0.00 | $0.17 | ||
| Q2 25 | $0.18 | $0.21 | ||
| Q1 25 | $-0.10 | $0.37 | ||
| Q4 24 | $0.05 | $0.73 | ||
| Q3 24 | $0.01 | $0.21 | ||
| Q2 24 | $-0.07 | $0.17 |
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 | $49.8M |
| 总债务越低越好 | $1.3M | — |
| 股东权益账面价值 | $424.4M | $272.0M |
| 总资产 | $640.5M | $383.1M |
| 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ASLEOSPN
| Q1 26 | — | $49.8M | ||
| Q4 25 | $4.4M | $70.5M | ||
| Q3 25 | $5.3M | $85.6M | ||
| Q2 25 | $5.7M | $92.9M | ||
| Q1 25 | $4.7M | $105.2M | ||
| Q4 24 | $4.7M | $83.2M | ||
| Q3 24 | $9.8M | $77.5M | ||
| Q2 24 | $4.3M | $63.8M |
总债务ASLEOSPN
| 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ASLEOSPN
| Q1 26 | — | $272.0M | ||
| Q4 25 | $424.4M | $271.8M | ||
| Q3 25 | $417.1M | $238.3M | ||
| Q2 25 | $415.9M | $242.5M | ||
| Q1 25 | $406.5M | $231.1M | ||
| Q4 24 | $455.6M | $212.5M | ||
| Q3 24 | $451.5M | $194.6M | ||
| Q2 24 | $449.8M | $178.6M |
总资产ASLEOSPN
| Q1 26 | — | $383.1M | ||
| Q4 25 | $640.5M | $397.7M | ||
| Q3 25 | $646.3M | $343.5M | ||
| Q2 25 | $646.7M | $357.1M | ||
| Q1 25 | $646.1M | $333.8M | ||
| Q4 24 | $604.7M | $338.7M | ||
| Q3 24 | $601.5M | $289.3M | ||
| Q2 24 | $598.7M | $286.9M |
负债/权益比ASLEOSPN
| 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 | $28.2M |
| 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× | 2.44× |
| 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ASLEOSPN
| Q1 26 | — | $28.2M | ||
| Q4 25 | $11.4M | $12.6M | ||
| Q3 25 | $-8.9M | $11.3M | ||
| Q2 25 | $19.8M | $6.2M | ||
| Q1 25 | $-45.2M | $29.4M | ||
| Q4 24 | $37.5M | $12.4M | ||
| Q3 24 | $10.4M | $14.0M | ||
| Q2 24 | $-15.3M | $2.3M |
自由现金流ASLEOSPN
| Q1 26 | — | — | ||
| Q4 25 | $9.8M | $9.6M | ||
| Q3 25 | $-9.8M | $8.8M | ||
| Q2 25 | $18.6M | $4.4M | ||
| Q1 25 | $-47.6M | $27.7M | ||
| Q4 24 | $32.3M | $10.5M | ||
| Q3 24 | $8.9M | $12.0M | ||
| Q2 24 | $-18.9M | $26.0K |
自由现金流率ASLEOSPN
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | 15.3% | ||
| Q3 25 | -13.8% | 15.4% | ||
| Q2 25 | 17.3% | 7.3% | ||
| Q1 25 | -72.4% | 43.8% | ||
| Q4 24 | 34.0% | 17.1% | ||
| Q3 24 | 10.7% | 21.4% | ||
| Q2 24 | -24.6% | 0.0% |
资本支出强度ASLEOSPN
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | 4.7% | ||
| Q3 25 | 1.3% | 4.4% | ||
| Q2 25 | 1.1% | 3.1% | ||
| Q1 25 | 3.7% | 2.6% | ||
| Q4 24 | 5.6% | 3.2% | ||
| Q3 24 | 1.9% | 3.5% | ||
| Q2 24 | 4.7% | 3.7% |
现金转化率ASLEOSPN
| Q1 26 | — | 2.44× | ||
| Q4 25 | 2.11× | 0.29× | ||
| Q3 25 | — | 1.74× | ||
| Q2 25 | 2.31× | 0.75× | ||
| Q1 25 | — | 2.02× | ||
| Q4 24 | 13.89× | 0.43× | ||
| Q3 24 | 20.52× | 1.69× | ||
| Q2 24 | — | 0.35× |
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% |
OSPN
| Product and license | $35.5M | 54% |
| Services and other | $30.4M | 46% |
