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AerSale Corp(ASLE)与Pacira BioSciences, Inc.(PCRX)财务数据对比。点击上方公司名可切换其他公司
Pacira BioSciences, Inc.的季度营收约是AerSale Corp的2.0倍($177.4M vs $90.9M),AerSale Corp净利率更高(5.9% vs 1.6%,领先4.3%),Pacira BioSciences, Inc.同比增速更快(5.0% vs -4.0%),过去两年AerSale Corp的营收复合增速更高(0.2% 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。
Pacira BioSciences是一家专科制药企业,专注于非阿片类疼痛管理药物的研发与商业化,核心产品线面向术后镇痛场景,服务以美国为主的医院、门诊手术中心等医疗服务机构,同时推进部分国际市场的拓展工作。
ASLE vs PCRX — 直观对比
营收规模更大
PCRX
是对方的2.0倍
$90.9M
营收增速更快
PCRX
高出9.0%
-4.0%
净利率更高
ASLE
高出4.3%
1.6%
两年增速更快
ASLE
近两年复合增速
-0.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $90.9M | $177.4M |
| 净利润 | $5.4M | $2.9M |
| 毛利率 | 34.1% | — |
| 营业利润率 | 7.8% | 3.9% |
| 净利率 | 5.9% | 1.6% |
| 营收同比 | -4.0% | 5.0% |
| 净利润同比 | 99.7% | — |
| 每股收益(稀释后) | $0.10 | $0.07 |
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
ASLE
PCRX
| Q1 26 | — | $177.4M | ||
| Q4 25 | $90.9M | $196.9M | ||
| Q3 25 | $71.2M | $179.5M | ||
| Q2 25 | $107.4M | $181.1M | ||
| Q1 25 | $65.8M | $168.9M | ||
| Q4 24 | $94.7M | $187.3M | ||
| Q3 24 | $82.7M | $168.6M | ||
| Q2 24 | $77.1M | $178.0M |
净利润
ASLE
PCRX
| Q1 26 | — | $2.9M | ||
| Q4 25 | $5.4M | — | ||
| Q3 25 | $-120.0K | $5.4M | ||
| Q2 25 | $8.6M | $-4.8M | ||
| Q1 25 | $-5.3M | $4.8M | ||
| Q4 24 | $2.7M | — | ||
| Q3 24 | $509.0K | $-143.5M | ||
| Q2 24 | $-3.6M | $18.9M |
毛利率
ASLE
PCRX
| Q1 26 | — | — | ||
| Q4 25 | 34.1% | 79.5% | ||
| Q3 25 | 30.2% | 80.9% | ||
| Q2 25 | 32.9% | 77.4% | ||
| Q1 25 | 27.3% | 79.7% | ||
| Q4 24 | 31.4% | 78.7% | ||
| Q3 24 | 28.6% | 76.9% | ||
| Q2 24 | 28.2% | 75.1% |
营业利润率
ASLE
PCRX
| Q1 26 | — | 3.9% | ||
| Q4 25 | 7.8% | 1.2% | ||
| Q3 25 | 4.0% | 3.5% | ||
| Q2 25 | 11.7% | 4.7% | ||
| Q1 25 | -10.1% | 1.2% | ||
| Q4 24 | 5.2% | 13.2% | ||
| Q3 24 | 2.4% | -82.8% | ||
| Q2 24 | -2.4% | 15.9% |
净利率
ASLE
PCRX
| Q1 26 | — | 1.6% | ||
| Q4 25 | 5.9% | — | ||
| Q3 25 | -0.2% | 3.0% | ||
| Q2 25 | 8.0% | -2.7% | ||
| Q1 25 | -8.0% | 2.8% | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 0.6% | -85.1% | ||
| Q2 24 | -4.7% | 10.6% |
每股收益(稀释后)
ASLE
PCRX
| Q1 26 | — | $0.07 | ||
| Q4 25 | $0.10 | $0.05 | ||
| Q3 25 | $0.00 | $0.12 | ||
| Q2 25 | $0.18 | $-0.11 | ||
| Q1 25 | $-0.10 | $0.10 | ||
| Q4 24 | $0.05 | $0.38 | ||
| Q3 24 | $0.01 | $-3.11 | ||
| Q2 24 | $-0.07 | $0.39 |
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 | $144.3M |
| 总债务越低越好 | $1.3M | — |
| 股东权益账面价值 | $424.4M | $653.9M |
| 总资产 | $640.5M | $1.2B |
| 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
ASLE
PCRX
| Q1 26 | — | $144.3M | ||
| Q4 25 | $4.4M | $238.4M | ||
| Q3 25 | $5.3M | $246.3M | ||
| Q2 25 | $5.7M | $445.9M | ||
| Q1 25 | $4.7M | $493.6M | ||
| Q4 24 | $4.7M | $484.6M | ||
| Q3 24 | $9.8M | $453.8M | ||
| Q2 24 | $4.3M | $404.2M |
总债务
ASLE
PCRX
| Q1 26 | — | — | ||
| Q4 25 | $1.3M | $372.2M | ||
| Q3 25 | $1.5M | $376.7M | ||
| Q2 25 | $907.0K | $580.5M | ||
| Q1 25 | $1.1M | $583.4M | ||
| Q4 24 | $1.2M | $585.3M | ||
| Q3 24 | $376.0K | — | ||
| Q2 24 | $522.0K | — |
股东权益
ASLE
PCRX
| Q1 26 | — | $653.9M | ||
| Q4 25 | $424.4M | $693.1M | ||
| Q3 25 | $417.1M | $727.2M | ||
| Q2 25 | $415.9M | $757.8M | ||
| Q1 25 | $406.5M | $798.5M | ||
| Q4 24 | $455.6M | $778.3M | ||
| Q3 24 | $451.5M | $749.6M | ||
| Q2 24 | $449.8M | $879.3M |
总资产
ASLE
PCRX
| Q1 26 | — | $1.2B | ||
| Q4 25 | $640.5M | $1.3B | ||
| Q3 25 | $646.3M | $1.3B | ||
| Q2 25 | $646.7M | $1.5B | ||
| Q1 25 | $646.1M | $1.6B | ||
| Q4 24 | $604.7M | $1.6B | ||
| Q3 24 | $601.5M | $1.5B | ||
| Q2 24 | $598.7M | $1.6B |
负债/权益比
ASLE
PCRX
| Q1 26 | — | — | ||
| Q4 25 | 0.00× | 0.54× | ||
| Q3 25 | 0.00× | 0.52× | ||
| Q2 25 | 0.00× | 0.77× | ||
| Q1 25 | 0.00× | 0.73× | ||
| Q4 24 | 0.00× | 0.75× | ||
| 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
ASLE
PCRX
| Q1 26 | — | — | ||
| Q4 25 | $11.4M | $43.7M | ||
| Q3 25 | $-8.9M | $60.8M | ||
| Q2 25 | $19.8M | $12.0M | ||
| Q1 25 | $-45.2M | $35.5M | ||
| Q4 24 | $37.5M | $33.1M | ||
| Q3 24 | $10.4M | $53.9M | ||
| Q2 24 | $-15.3M | $53.2M |
自由现金流
ASLE
PCRX
| Q1 26 | — | — | ||
| Q4 25 | $9.8M | $43.5M | ||
| Q3 25 | $-9.8M | $57.0M | ||
| Q2 25 | $18.6M | $9.3M | ||
| Q1 25 | $-47.6M | $26.9M | ||
| Q4 24 | $32.3M | $31.0M | ||
| Q3 24 | $8.9M | $49.8M | ||
| Q2 24 | $-18.9M | $51.6M |
自由现金流率
ASLE
PCRX
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | 22.1% | ||
| Q3 25 | -13.8% | 31.7% | ||
| Q2 25 | 17.3% | 5.1% | ||
| Q1 25 | -72.4% | 15.9% | ||
| Q4 24 | 34.0% | 16.6% | ||
| Q3 24 | 10.7% | 29.6% | ||
| Q2 24 | -24.6% | 29.0% |
资本支出强度
ASLE
PCRX
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | 0.1% | ||
| Q3 25 | 1.3% | 2.2% | ||
| Q2 25 | 1.1% | 1.5% | ||
| Q1 25 | 3.7% | 5.1% | ||
| Q4 24 | 5.6% | 1.1% | ||
| Q3 24 | 1.9% | 2.4% | ||
| Q2 24 | 4.7% | 0.9% |
现金转化率
ASLE
PCRX
| Q1 26 | — | — | ||
| Q4 25 | 2.11× | — | ||
| Q3 25 | — | 11.20× | ||
| Q2 25 | 2.31× | — | ||
| Q1 25 | — | 7.37× | ||
| Q4 24 | 13.89× | — | ||
| Q3 24 | 20.52× | — | ||
| Q2 24 | — | 2.82× |
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% |
PCRX
| EXPAREL | $143.3M | 81% |
| ZILRETTA | $26.8M | 15% |
| iovera° | $6.2M | 3% |
| Bupivacaine liposome injectable suspension | $1.2M | 1% |