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AerSale Corp（ASLE）与PagerDuty, Inc.（PD）财务数据对比。点击上方公司名可切换其他公司
PagerDuty, Inc.的季度营收约是AerSale Corp的1.4倍（$124.5M vs $90.9M），PagerDuty, Inc.净利率更高（129.7% vs 5.9%，领先123.8%），PagerDuty, Inc.同比增速更快（4.7% vs -4.0%），PagerDuty, Inc.自由现金流更多（$24.1M vs $9.8M），过去两年PagerDuty, Inc.的营收复合增速更高（5.9% 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。
PagerDuty是一家美国云计算企业，主打面向IT运维部门的SaaS事件管理平台，可帮助企业实时响应运维异常、快速定位并处理故障，保障业务系统稳定运行，目前已成为全球IT运维领域广受认可的数字化解决方案服务商。
ASLE vs PD — 直观对比
营收规模更大
PD
是对方的1.4倍
$90.9M
营收增速更快
PD
高出8.7%
-4.0%
净利率更高
PD
高出123.8%
5.9%
自由现金流更多
PD
多$14.3M
$9.8M
两年增速更快
PD
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $124.5M |
| 净利润 | $5.4M | $161.6M |
| 毛利率 | 34.1% | 85.3% |
| 营业利润率 | 7.8% | 6.5% |
| 净利率 | 5.9% | 129.7% |
| 营收同比 | -4.0% | 4.7% |
| 净利润同比 | 99.7% | 2827.7% |
| 每股收益（稀释后） | $0.10 | $1.69 |
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ASLEPD
| Q4 25 | $90.9M | $124.5M | ||
| Q3 25 | $71.2M | $123.4M | ||
| Q2 25 | $107.4M | $119.8M | ||
| Q1 25 | $65.8M | $121.4M | ||
| Q4 24 | $94.7M | $118.9M | ||
| Q3 24 | $82.7M | $115.9M | ||
| Q2 24 | $77.1M | $111.2M | ||
| Q1 24 | $90.5M | $111.1M |
净利润ASLEPD
| Q4 25 | $5.4M | $161.6M | ||
| Q3 25 | $-120.0K | $9.6M | ||
| Q2 25 | $8.6M | $-7.2M | ||
| Q1 25 | $-5.3M | $-8.8M | ||
| Q4 24 | $2.7M | $-5.9M | ||
| Q3 24 | $509.0K | $-10.9M | ||
| Q2 24 | $-3.6M | $-17.1M | ||
| Q1 24 | $6.3M | $-28.2M |
毛利率ASLEPD
| Q4 25 | 34.1% | 85.3% | ||
| Q3 25 | 30.2% | 84.6% | ||
| Q2 25 | 32.9% | 84.0% | ||
| Q1 25 | 27.3% | 83.6% | ||
| Q4 24 | 31.4% | 83.0% | ||
| Q3 24 | 28.6% | 82.7% | ||
| Q2 24 | 28.2% | 82.6% | ||
| Q1 24 | 31.8% | 81.7% |
营业利润率ASLEPD
| Q4 25 | 7.8% | 6.5% | ||
| Q3 25 | 4.0% | 2.9% | ||
| Q2 25 | 11.7% | -8.6% | ||
| Q1 25 | -10.1% | -9.6% | ||
| Q4 24 | 5.2% | -8.7% | ||
| Q3 24 | 2.4% | -13.8% | ||
| Q2 24 | -2.4% | -19.5% | ||
| Q1 24 | 5.2% | -30.1% |
净利率ASLEPD
| Q4 25 | 5.9% | 129.7% | ||
| Q3 25 | -0.2% | 7.8% | ||
| Q2 25 | 8.0% | -6.0% | ||
| Q1 25 | -8.0% | -7.2% | ||
| Q4 24 | 2.9% | -5.0% | ||
| Q3 24 | 0.6% | -9.4% | ||
| Q2 24 | -4.7% | -15.4% | ||
| Q1 24 | 6.9% | -25.3% |
每股收益（稀释后）ASLEPD
| Q4 25 | $0.10 | $1.69 | ||
| Q3 25 | $0.00 | $0.10 | ||
| Q2 25 | $0.18 | $-0.07 | ||
| Q1 25 | $-0.10 | $-0.12 | ||
| Q4 24 | $0.05 | $-0.07 | ||
| Q3 24 | $0.01 | $-0.14 | ||
| Q2 24 | $-0.07 | $-0.26 | ||
| Q1 24 | $0.12 | $-0.34 |
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 | $547.8M |
| 总债务越低越好 | $1.3M | — |
| 股东权益账面价值 | $424.4M | $320.5M |
| 总资产 | $640.5M | $1.0B |
| 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ASLEPD
| Q4 25 | $4.4M | $547.8M | ||
| Q3 25 | $5.3M | $567.9M | ||
| Q2 25 | $5.7M | $597.1M | ||
| Q1 25 | $4.7M | $570.8M | ||
| Q4 24 | $4.7M | $542.2M | ||
| Q3 24 | $9.8M | $599.3M | ||
| Q2 24 | $4.3M | $592.8M | ||
| Q1 24 | $2.6M | $571.2M |
总债务ASLEPD
| Q4 25 | $1.3M | — | ||
| Q3 25 | $1.5M | — | ||
| Q2 25 | $907.0K | — | ||
| Q1 25 | $1.1M | $484.5M | ||
| Q4 24 | $1.2M | — | ||
| Q3 24 | $376.0K | — | ||
| Q2 24 | $522.0K | — | ||
| Q1 24 | $3.5M | $489.5M |
股东权益ASLEPD
| Q4 25 | $424.4M | $320.5M | ||
| Q3 25 | $417.1M | $180.7M | ||
| Q2 25 | $415.9M | $145.7M | ||
| Q1 25 | $406.5M | $129.8M | ||
| Q4 24 | $455.6M | $111.6M | ||
| Q3 24 | $451.5M | $164.7M | ||
| Q2 24 | $449.8M | $174.0M | ||
| Q1 24 | $452.0M | $171.6M |
总资产ASLEPD
| Q4 25 | $640.5M | $1.0B | ||
| Q3 25 | $646.3M | $891.5M | ||
| Q2 25 | $646.7M | $926.8M | ||
| Q1 25 | $646.1M | $927.3M | ||
| Q4 24 | $604.7M | $866.8M | ||
| Q3 24 | $601.5M | $916.0M | ||
| Q2 24 | $598.7M | $924.0M | ||
| Q1 24 | $571.7M | $925.3M |
负债/权益比ASLEPD
| Q4 25 | 0.00× | — | ||
| Q3 25 | 0.00× | — | ||
| Q2 25 | 0.00× | — | ||
| Q1 25 | 0.00× | 3.73× | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | 0.00× | — | ||
| Q1 24 | 0.01× | 2.85× |
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 | $24.8M |
| 自由现金流经营现金流 - 资本支出 | $9.8M | $24.1M |
| 自由现金流率自由现金流/营收 | 10.8% | 19.3% |
| 资本支出强度资本支出/营收 | 1.7% | 0.6% |
| 现金转化率经营现金流/净利润 | 2.11× | 0.15× |
| 过去12个月自由现金流最近4个季度 | $-29.1M | $117.6M |
8季度趋势，按日历期对齐
经营现金流ASLEPD
| Q4 25 | $11.4M | $24.8M | ||
| Q3 25 | $-8.9M | $34.0M | ||
| Q2 25 | $19.8M | $30.7M | ||
| Q1 25 | $-45.2M | $31.4M | ||
| Q4 24 | $37.5M | $22.1M | ||
| Q3 24 | $10.4M | $35.8M | ||
| Q2 24 | $-15.3M | $28.6M | ||
| Q1 24 | $-21.5M | $22.2M |
自由现金流ASLEPD
| Q4 25 | $9.8M | $24.1M | ||
| Q3 25 | $-9.8M | $33.1M | ||
| Q2 25 | $18.6M | $30.2M | ||
| Q1 25 | $-47.6M | $30.3M | ||
| Q4 24 | $32.3M | $21.5M | ||
| Q3 24 | $8.9M | $35.1M | ||
| Q2 24 | $-18.9M | $28.2M | ||
| Q1 24 | $-25.0M | $21.2M |
自由现金流率ASLEPD
| Q4 25 | 10.8% | 19.3% | ||
| Q3 25 | -13.8% | 26.8% | ||
| Q2 25 | 17.3% | 25.2% | ||
| Q1 25 | -72.4% | 24.9% | ||
| Q4 24 | 34.0% | 18.1% | ||
| Q3 24 | 10.7% | 30.3% | ||
| Q2 24 | -24.6% | 25.4% | ||
| Q1 24 | -27.7% | 19.1% |
资本支出强度ASLEPD
| Q4 25 | 1.7% | 0.6% | ||
| Q3 25 | 1.3% | 0.7% | ||
| Q2 25 | 1.1% | 0.4% | ||
| Q1 25 | 3.7% | 0.9% | ||
| Q4 24 | 5.6% | 0.5% | ||
| Q3 24 | 1.9% | 0.5% | ||
| Q2 24 | 4.7% | 0.4% | ||
| Q1 24 | 3.9% | 0.9% |
现金转化率ASLEPD
| Q4 25 | 2.11× | 0.15× | ||
| Q3 25 | — | 3.55× | ||
| 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% |
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
