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AerSale Corp（ASLE）与Ranpak Holdings Corp.（PACK）财务数据对比。点击上方公司名可切换其他公司
Ranpak Holdings Corp.的季度营收约是AerSale Corp的1.0倍（$93.7M vs $90.9M），Ranpak Holdings Corp.同比增速更快（2.3% vs -4.0%），过去两年Ranpak Holdings Corp.的营收复合增速更高（13.7% 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。
Ranpak Holdings Corp.主营生产防护纸质包装设备与纸制品，可为电商及各行业货品运输提供纸质缓冲包装方案，同时也供应自动化包装解决方案。公司总部位于美国俄亥俄州康科德，在美国本土多个州、捷克、荷兰、中国上海及新加坡均设有生产基地与办公室，产品可用于包裹缠绕、缓冲填隙、冷链运输等多种场景。
ASLE vs PACK — 直观对比
营收规模更大
PACK
是对方的1.0倍
$90.9M
营收增速更快
PACK
高出6.3%
-4.0%
两年增速更快
PACK
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $93.7M |
| 净利润 | $5.4M | — |
| 毛利率 | 34.1% | 39.0% |
| 营业利润率 | 7.8% | -1.0% |
| 净利率 | 5.9% | — |
| 营收同比 | -4.0% | 2.3% |
| 净利润同比 | 99.7% | — |
| 每股收益（稀释后） | $0.10 | $-0.11 |
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ASLEPACK
| Q4 25 | $90.9M | $93.7M | ||
| Q3 25 | $71.2M | $83.6M | ||
| Q2 25 | $107.4M | $77.8M | ||
| Q1 25 | $65.8M | $77.6M | ||
| Q4 24 | $94.7M | $91.6M | ||
| Q3 24 | $82.7M | $78.6M | ||
| Q2 24 | $77.1M | $72.8M | ||
| Q1 24 | $90.5M | $72.5M |
净利润ASLEPACK
| Q4 25 | $5.4M | — | ||
| Q3 25 | $-120.0K | $-10.4M | ||
| Q2 25 | $8.6M | $-7.5M | ||
| Q1 25 | $-5.3M | $-10.9M | ||
| Q4 24 | $2.7M | — | ||
| Q3 24 | $509.0K | $-8.1M | ||
| Q2 24 | $-3.6M | $5.5M | ||
| Q1 24 | $6.3M | $-8.1M |
毛利率ASLEPACK
| Q4 25 | 34.1% | 39.0% | ||
| Q3 25 | 30.2% | 41.1% | ||
| Q2 25 | 32.9% | 37.1% | ||
| Q1 25 | 27.3% | 39.8% | ||
| Q4 24 | 31.4% | 45.2% | ||
| Q3 24 | 28.6% | 43.8% | ||
| Q2 24 | 28.2% | 43.5% | ||
| Q1 24 | 31.8% | 44.6% |
营业利润率ASLEPACK
| Q4 25 | 7.8% | -1.0% | ||
| Q3 25 | 4.0% | -6.8% | ||
| Q2 25 | 11.7% | -12.5% | ||
| Q1 25 | -10.1% | -10.3% | ||
| Q4 24 | 5.2% | 1.5% | ||
| Q3 24 | 2.4% | -5.3% | ||
| Q2 24 | -2.4% | -7.1% | ||
| Q1 24 | 5.2% | -6.6% |
净利率ASLEPACK
| Q4 25 | 5.9% | — | ||
| Q3 25 | -0.2% | -12.4% | ||
| Q2 25 | 8.0% | -9.6% | ||
| Q1 25 | -8.0% | -14.0% | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 0.6% | -10.3% | ||
| Q2 24 | -4.7% | 7.6% | ||
| Q1 24 | 6.9% | -11.2% |
每股收益（稀释后）ASLEPACK
| Q4 25 | $0.10 | $-0.11 | ||
| Q3 25 | $0.00 | $-0.12 | ||
| Q2 25 | $0.18 | $-0.09 | ||
| Q1 25 | $-0.10 | $-0.13 | ||
| Q4 24 | $0.05 | $-0.13 | ||
| Q3 24 | $0.01 | $-0.10 | ||
| Q2 24 | $-0.07 | $0.07 | ||
| Q1 24 | $0.12 | $-0.10 |
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 | $63.0M |
| 总债务越低越好 | $1.3M | $401.9M |
| 股东权益账面价值 | $424.4M | $534.9M |
| 总资产 | $640.5M | $1.1B |
| 负债/权益比越低杠杆越低 | 0.00× | 0.75× |
8季度趋势，按日历期对齐
现金及短期投资ASLEPACK
| Q4 25 | $4.4M | $63.0M | ||
| Q3 25 | $5.3M | $49.9M | ||
| Q2 25 | $5.7M | $49.2M | ||
| Q1 25 | $4.7M | $65.5M | ||
| Q4 24 | $4.7M | $76.1M | ||
| Q3 24 | $9.8M | $69.5M | ||
| Q2 24 | $4.3M | $65.1M | ||
| Q1 24 | $2.6M | $55.1M |
总债务ASLEPACK
| Q4 25 | $1.3M | $401.9M | ||
| Q3 25 | $1.5M | $403.1M | ||
| Q2 25 | $907.0K | $403.1M | ||
| Q1 25 | $1.1M | $405.2M | ||
| Q4 24 | $1.2M | $406.4M | ||
| Q3 24 | $376.0K | $403.2M | ||
| Q2 24 | $522.0K | $396.1M | ||
| Q1 24 | $3.5M | $396.7M |
股东权益ASLEPACK
| Q4 25 | $424.4M | $534.9M | ||
| Q3 25 | $417.1M | $537.8M | ||
| Q2 25 | $415.9M | $539.0M | ||
| Q1 25 | $406.5M | $544.1M | ||
| Q4 24 | $455.6M | $548.1M | ||
| Q3 24 | $451.5M | $564.3M | ||
| Q2 24 | $449.8M | $566.2M | ||
| Q1 24 | $452.0M | $560.0M |
总资产ASLEPACK
| Q4 25 | $640.5M | $1.1B | ||
| Q3 25 | $646.3M | $1.1B | ||
| Q2 25 | $646.7M | $1.1B | ||
| Q1 25 | $646.1M | $1.1B | ||
| Q4 24 | $604.7M | $1.1B | ||
| Q3 24 | $601.5M | $1.1B | ||
| Q2 24 | $598.7M | $1.1B | ||
| Q1 24 | $571.7M | $1.1B |
负债/权益比ASLEPACK
| Q4 25 | 0.00× | 0.75× | ||
| Q3 25 | 0.00× | 0.75× | ||
| Q2 25 | 0.00× | 0.75× | ||
| Q1 25 | 0.00× | 0.74× | ||
| Q4 24 | 0.00× | 0.74× | ||
| Q3 24 | 0.00× | 0.71× | ||
| Q2 24 | 0.00× | 0.70× | ||
| Q1 24 | 0.01× | 0.71× |
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 | $19.5M |
| 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ASLEPACK
| Q4 25 | $11.4M | $19.5M | ||
| Q3 25 | $-8.9M | $8.5M | ||
| Q2 25 | $19.8M | $-3.6M | ||
| Q1 25 | $-45.2M | $-1.3M | ||
| Q4 24 | $37.5M | $6.5M | ||
| Q3 24 | $10.4M | $10.1M | ||
| Q2 24 | $-15.3M | $19.6M | ||
| Q1 24 | $-21.5M | $5.2M |
自由现金流ASLEPACK
| 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 | — | ||
| Q1 24 | $-25.0M | — |
自由现金流率ASLEPACK
| 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% | — | ||
| Q1 24 | -27.7% | — |
资本支出强度ASLEPACK
| 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% | — | ||
| Q1 24 | 3.9% | — |
现金转化率ASLEPACK
| Q4 25 | 2.11× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.31× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 13.89× | — | ||
| Q3 24 | 20.52× | — | ||
| Q2 24 | — | 3.56× | ||
| 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% |
PACK
| Other | $47.9M | 51% |
| Europe And Asia Segment | $45.8M | 49% |
