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AerSale Corp（ASLE）与PUMA BIOTECHNOLOGY, INC.（PBYI）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PUMA BIOTECHNOLOGY, INC.的1.2倍（$90.9M vs $75.5M），PUMA BIOTECHNOLOGY, INC.同比增速更快（27.7% vs -4.0%），PUMA BIOTECHNOLOGY, INC.自由现金流更多（$14.4M vs $9.8M），过去两年PUMA BIOTECHNOLOGY, INC.的营收复合增速更高（31.3% 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。
彪马生物技术是一家公开上市的生物制药企业，总部位于美国加利福尼亚州洛杉矶，专注于创新药物研发相关业务，在生物制药领域开展研发与商业化运营。
ASLE vs PBYI — 直观对比
营收规模更大
ASLE
是对方的1.2倍
$75.5M
营收增速更快
PBYI
高出31.7%
-4.0%
自由现金流更多
PBYI
多$4.6M
$9.8M
两年增速更快
PBYI
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $75.5M |
| 净利润 | $5.4M | — |
| 毛利率 | 34.1% | 69.3% |
| 营业利润率 | 7.8% | 22.7% |
| 净利率 | 5.9% | — |
| 营收同比 | -4.0% | 27.7% |
| 净利润同比 | 99.7% | — |
| 每股收益（稀释后） | $0.10 | $0.26 |
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ASLEPBYI
| Q4 25 | $90.9M | $75.5M | ||
| Q3 25 | $71.2M | $54.5M | ||
| Q2 25 | $107.4M | $52.4M | ||
| Q1 25 | $65.8M | $46.0M | ||
| Q4 24 | $94.7M | $59.1M | ||
| Q3 24 | $82.7M | $80.5M | ||
| Q2 24 | $77.1M | $47.1M | ||
| Q1 24 | $90.5M | $43.8M |
净利润ASLEPBYI
| Q4 25 | $5.4M | — | ||
| Q3 25 | $-120.0K | $8.8M | ||
| Q2 25 | $8.6M | $5.9M | ||
| Q1 25 | $-5.3M | $3.0M | ||
| Q4 24 | $2.7M | — | ||
| Q3 24 | $509.0K | $20.3M | ||
| Q2 24 | $-3.6M | $-4.5M | ||
| Q1 24 | $6.3M | $-4.8M |
毛利率ASLEPBYI
| Q4 25 | 34.1% | 69.3% | ||
| Q3 25 | 30.2% | 77.7% | ||
| Q2 25 | 32.9% | 76.5% | ||
| Q1 25 | 27.3% | 77.1% | ||
| Q4 24 | 31.4% | 76.4% | ||
| Q3 24 | 28.6% | 63.9% | ||
| Q2 24 | 28.2% | 77.4% | ||
| Q1 24 | 31.8% | 75.5% |
营业利润率ASLEPBYI
| Q4 25 | 7.8% | 22.7% | ||
| Q3 25 | 4.0% | 17.6% | ||
| Q2 25 | 11.7% | 12.7% | ||
| Q1 25 | -10.1% | 8.7% | ||
| Q4 24 | 5.2% | 22.6% | ||
| Q3 24 | 2.4% | 27.4% | ||
| Q2 24 | -2.4% | -4.6% | ||
| Q1 24 | 5.2% | -5.3% |
净利率ASLEPBYI
| Q4 25 | 5.9% | — | ||
| Q3 25 | -0.2% | 16.2% | ||
| Q2 25 | 8.0% | 11.2% | ||
| Q1 25 | -8.0% | 6.5% | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 0.6% | 25.2% | ||
| Q2 24 | -4.7% | -9.6% | ||
| Q1 24 | 6.9% | -11.0% |
每股收益（稀释后）ASLEPBYI
| Q4 25 | $0.10 | $0.26 | ||
| Q3 25 | $0.00 | $0.17 | ||
| Q2 25 | $0.18 | $0.12 | ||
| Q1 25 | $-0.10 | $0.06 | ||
| Q4 24 | $0.05 | $0.40 | ||
| Q3 24 | $0.01 | $0.41 | ||
| Q2 24 | $-0.07 | $-0.09 | ||
| 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 | $97.5M |
| 总债务越低越好 | $1.3M | $22.7M |
| 股东权益账面价值 | $424.4M | $130.3M |
| 总资产 | $640.5M | $216.3M |
| 负债/权益比越低杠杆越低 | 0.00× | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资ASLEPBYI
| Q4 25 | $4.4M | $97.5M | ||
| Q3 25 | $5.3M | $94.4M | ||
| Q2 25 | $5.7M | $96.0M | ||
| Q1 25 | $4.7M | $93.2M | ||
| Q4 24 | $4.7M | $101.0M | ||
| Q3 24 | $9.8M | $96.7M | ||
| Q2 24 | $4.3M | $96.8M | ||
| Q1 24 | $2.6M | $107.2M |
总债务ASLEPBYI
| Q4 25 | $1.3M | $22.7M | ||
| Q3 25 | $1.5M | $34.0M | ||
| Q2 25 | $907.0K | $45.3M | ||
| Q1 25 | $1.1M | $56.7M | ||
| Q4 24 | $1.2M | $68.0M | ||
| Q3 24 | $376.0K | $79.3M | ||
| Q2 24 | $522.0K | $90.7M | ||
| Q1 24 | $3.5M | $102.0M |
股东权益ASLEPBYI
| Q4 25 | $424.4M | $130.3M | ||
| Q3 25 | $417.1M | $115.3M | ||
| Q2 25 | $415.9M | $104.7M | ||
| Q1 25 | $406.5M | $97.1M | ||
| Q4 24 | $455.6M | $92.1M | ||
| Q3 24 | $451.5M | $71.1M | ||
| Q2 24 | $449.8M | $48.5M | ||
| Q1 24 | $452.0M | $51.0M |
总资产ASLEPBYI
| Q4 25 | $640.5M | $216.3M | ||
| Q3 25 | $646.3M | $202.9M | ||
| Q2 25 | $646.7M | $194.9M | ||
| Q1 25 | $646.1M | $196.2M | ||
| Q4 24 | $604.7M | $213.3M | ||
| Q3 24 | $601.5M | $220.7M | ||
| Q2 24 | $598.7M | $205.0M | ||
| Q1 24 | $571.7M | $214.1M |
负债/权益比ASLEPBYI
| Q4 25 | 0.00× | 0.17× | ||
| Q3 25 | 0.00× | 0.30× | ||
| Q2 25 | 0.00× | 0.43× | ||
| Q1 25 | 0.00× | 0.58× | ||
| Q4 24 | 0.00× | 0.74× | ||
| Q3 24 | 0.00× | 1.12× | ||
| Q2 24 | 0.00× | 1.87× | ||
| Q1 24 | 0.01× | 2.00× |
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 | $14.4M |
| 自由现金流经营现金流 - 资本支出 | $9.8M | $14.4M |
| 自由现金流率自由现金流/营收 | 10.8% | 19.1% |
| 资本支出强度资本支出/营收 | 1.7% | 0.0% |
| 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 | $41.7M |
8季度趋势，按日历期对齐
经营现金流ASLEPBYI
| Q4 25 | $11.4M | $14.4M | ||
| Q3 25 | $-8.9M | $9.7M | ||
| Q2 25 | $19.8M | $14.1M | ||
| Q1 25 | $-45.2M | $3.6M | ||
| Q4 24 | $37.5M | $15.6M | ||
| Q3 24 | $10.4M | $11.0M | ||
| Q2 24 | $-15.3M | $1.0M | ||
| Q1 24 | $-21.5M | $11.2M |
自由现金流ASLEPBYI
| Q4 25 | $9.8M | $14.4M | ||
| Q3 25 | $-9.8M | $9.7M | ||
| Q2 25 | $18.6M | $14.1M | ||
| Q1 25 | $-47.6M | $3.6M | ||
| Q4 24 | $32.3M | $15.6M | ||
| Q3 24 | $8.9M | $11.0M | ||
| Q2 24 | $-18.9M | $1.0M | ||
| Q1 24 | $-25.0M | — |
自由现金流率ASLEPBYI
| Q4 25 | 10.8% | 19.1% | ||
| Q3 25 | -13.8% | 17.7% | ||
| Q2 25 | 17.3% | 26.8% | ||
| Q1 25 | -72.4% | 7.7% | ||
| Q4 24 | 34.0% | 26.4% | ||
| Q3 24 | 10.7% | 13.7% | ||
| Q2 24 | -24.6% | 2.1% | ||
| Q1 24 | -27.7% | — |
资本支出强度ASLEPBYI
| Q4 25 | 1.7% | 0.0% | ||
| Q3 25 | 1.3% | 0.0% | ||
| Q2 25 | 1.1% | 0.0% | ||
| Q1 25 | 3.7% | 0.1% | ||
| Q4 24 | 5.6% | 0.0% | ||
| Q3 24 | 1.9% | 0.0% | ||
| Q2 24 | 4.7% | 0.0% | ||
| Q1 24 | 3.9% | 0.0% |
现金转化率ASLEPBYI
| Q4 25 | 2.11× | — | ||
| Q3 25 | — | 1.10× | ||
| Q2 25 | 2.31× | 2.41× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | 13.89× | — | ||
| Q3 24 | 20.52× | 0.54× | ||
| 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% |
PBYI
暂无分部数据
