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AerSale Corp（ASLE）与Ouster, Inc.（OUST）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Ouster, Inc.的1.5倍（$90.9M vs $62.2M），Ouster, Inc.同比增速更快（106.6% vs -4.0%），AerSale Corp自由现金流更多（$9.8M vs $-37.2M），过去两年Ouster, Inc.的营收复合增速更高（54.8% 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。
Ouster, Inc.是总部位于美国加利福尼亚州旧金山的激光雷达技术企业，主打高分辨率数字化3D激光雷达传感器，产品广泛应用于自动驾驶车辆、工业自动化、机器人、无人机、地图测绘、国防及安防等领域。
ASLE vs OUST — 直观对比
营收规模更大
ASLE
是对方的1.5倍
$62.2M
营收增速更快
OUST
高出110.6%
-4.0%
自由现金流更多
ASLE
多$47.0M
$-37.2M
两年增速更快
OUST
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $62.2M |
| 净利润 | $5.4M | — |
| 毛利率 | 34.1% | 60.2% |
| 营业利润率 | 7.8% | 1.5% |
| 净利率 | 5.9% | — |
| 营收同比 | -4.0% | 106.6% |
| 净利润同比 | 99.7% | — |
| 每股收益（稀释后） | $0.10 | $0.10 |
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ASLEOUST
| Q4 25 | $90.9M | $62.2M | ||
| Q3 25 | $71.2M | $39.5M | ||
| Q2 25 | $107.4M | $35.0M | ||
| Q1 25 | $65.8M | $32.6M | ||
| Q4 24 | $94.7M | $30.1M | ||
| Q3 24 | $82.7M | $28.1M | ||
| Q2 24 | $77.1M | $27.0M | ||
| Q1 24 | $90.5M | $25.9M |
净利润ASLEOUST
| Q4 25 | $5.4M | — | ||
| Q3 25 | $-120.0K | $-21.7M | ||
| Q2 25 | $8.6M | $-20.6M | ||
| Q1 25 | $-5.3M | $-22.0M | ||
| Q4 24 | $2.7M | — | ||
| Q3 24 | $509.0K | $-25.6M | ||
| Q2 24 | $-3.6M | $-23.9M | ||
| Q1 24 | $6.3M | $-23.8M |
毛利率ASLEOUST
| Q4 25 | 34.1% | 60.2% | ||
| Q3 25 | 30.2% | 42.1% | ||
| Q2 25 | 32.9% | 45.2% | ||
| Q1 25 | 27.3% | 41.3% | ||
| Q4 24 | 31.4% | 43.8% | ||
| Q3 24 | 28.6% | 38.3% | ||
| Q2 24 | 28.2% | 33.7% | ||
| Q1 24 | 31.8% | 28.6% |
营业利润率ASLEOUST
| Q4 25 | 7.8% | 1.5% | ||
| Q3 25 | 4.0% | -61.4% | ||
| Q2 25 | 11.7% | -76.5% | ||
| Q1 25 | -10.1% | -73.0% | ||
| Q4 24 | 5.2% | -85.1% | ||
| Q3 24 | 2.4% | -98.0% | ||
| Q2 24 | -2.4% | -93.6% | ||
| Q1 24 | 5.2% | -99.5% |
净利率ASLEOUST
| Q4 25 | 5.9% | — | ||
| Q3 25 | -0.2% | -55.0% | ||
| Q2 25 | 8.0% | -58.8% | ||
| Q1 25 | -8.0% | -67.5% | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 0.6% | -91.1% | ||
| Q2 24 | -4.7% | -88.4% | ||
| Q1 24 | 6.9% | -91.9% |
每股收益（稀释后）ASLEOUST
| Q4 25 | $0.10 | $0.10 | ||
| Q3 25 | $0.00 | $-0.37 | ||
| Q2 25 | $0.18 | $-0.38 | ||
| Q1 25 | $-0.10 | $-0.42 | ||
| Q4 24 | $0.05 | $-0.46 | ||
| Q3 24 | $0.01 | $-0.54 | ||
| Q2 24 | $-0.07 | $-0.53 | ||
| Q1 24 | $0.12 | $-0.55 |
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 | $208.6M |
| 总债务越低越好 | $1.3M | — |
| 股东权益账面价值 | $424.4M | $261.7M |
| 总资产 | $640.5M | $349.5M |
| 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ASLEOUST
| Q4 25 | $4.4M | $208.6M | ||
| Q3 25 | $5.3M | $244.5M | ||
| Q2 25 | $5.7M | $226.5M | ||
| Q1 25 | $4.7M | $168.2M | ||
| Q4 24 | $4.7M | $172.0M | ||
| Q3 24 | $9.8M | $151.4M | ||
| Q2 24 | $4.3M | $184.2M | ||
| Q1 24 | $2.6M | $187.8M |
总债务ASLEOUST
| 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 | — | ||
| Q1 24 | $3.5M | — |
股东权益ASLEOUST
| Q4 25 | $424.4M | $261.7M | ||
| Q3 25 | $417.1M | $247.4M | ||
| Q2 25 | $415.9M | $221.0M | ||
| Q1 25 | $406.5M | $167.9M | ||
| Q4 24 | $455.6M | $180.9M | ||
| Q3 24 | $451.5M | $171.7M | ||
| Q2 24 | $449.8M | $170.6M | ||
| Q1 24 | $452.0M | $167.2M |
总资产ASLEOUST
| Q4 25 | $640.5M | $349.5M | ||
| Q3 25 | $646.3M | $353.8M | ||
| Q2 25 | $646.7M | $321.8M | ||
| Q1 25 | $646.1M | $268.6M | ||
| Q4 24 | $604.7M | $276.1M | ||
| Q3 24 | $601.5M | $255.2M | ||
| Q2 24 | $598.7M | $309.9M | ||
| Q1 24 | $571.7M | $317.7M |
负债/权益比ASLEOUST
| 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× | — | ||
| Q1 24 | 0.01× | — |
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 | $-15.4M |
| 自由现金流经营现金流 - 资本支出 | $9.8M | $-37.2M |
| 自由现金流率自由现金流/营收 | 10.8% | -59.8% |
| 资本支出强度资本支出/营收 | 1.7% | 35.0% |
| 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 | $-64.8M |
8季度趋势，按日历期对齐
经营现金流ASLEOUST
| Q4 25 | $11.4M | $-15.4M | ||
| Q3 25 | $-8.9M | $-18.3M | ||
| Q2 25 | $19.8M | $-1.3M | ||
| Q1 25 | $-45.2M | $-4.9M | ||
| Q4 24 | $37.5M | $-2.6M | ||
| Q3 24 | $10.4M | $-3.8M | ||
| Q2 24 | $-15.3M | $-21.6M | ||
| Q1 24 | $-21.5M | $-5.7M |
自由现金流ASLEOUST
| Q4 25 | $9.8M | $-37.2M | ||
| Q3 25 | $-9.8M | $-20.0M | ||
| Q2 25 | $18.6M | $-2.2M | ||
| Q1 25 | $-47.6M | $-5.4M | ||
| Q4 24 | $32.3M | $-4.0M | ||
| Q3 24 | $8.9M | $-4.3M | ||
| Q2 24 | $-18.9M | $-22.0M | ||
| Q1 24 | $-25.0M | $-7.1M |
自由现金流率ASLEOUST
| Q4 25 | 10.8% | -59.8% | ||
| Q3 25 | -13.8% | -50.7% | ||
| Q2 25 | 17.3% | -6.3% | ||
| Q1 25 | -72.4% | -16.6% | ||
| Q4 24 | 34.0% | -13.3% | ||
| Q3 24 | 10.7% | -15.4% | ||
| Q2 24 | -24.6% | -81.5% | ||
| Q1 24 | -27.7% | -27.4% |
资本支出强度ASLEOUST
| Q4 25 | 1.7% | 35.0% | ||
| Q3 25 | 1.3% | 4.3% | ||
| Q2 25 | 1.1% | 2.5% | ||
| Q1 25 | 3.7% | 1.7% | ||
| Q4 24 | 5.6% | 4.8% | ||
| Q3 24 | 1.9% | 2.0% | ||
| Q2 24 | 4.7% | 1.3% | ||
| Q1 24 | 3.9% | 5.3% |
现金转化率ASLEOUST
| 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% |
OUST
暂无分部数据
