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AerSale Corp（ASLE）与IMPINJ INC（PI）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IMPINJ INC的1.2倍（$90.9M vs $74.3M），IMPINJ INC净利率更高（11.2% vs 5.9%，领先5.3%），IMPINJ INC同比增速更快（-0.0% vs -4.0%），AerSale Corp自由现金流更多（$9.8M vs $2.2M），过去两年AerSale Corp的营收复合增速更高（0.2% vs -14.9%）
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。
Impinj Inc.是一家美国射频识别（RFID）设备及软件提供商，成立于2000年，总部位于华盛顿州西雅图，源自加州理工学院Carver Mead与Chris Diorio的研究成果。公司主营EPC Class 1 Gen 2无源超高频RFID芯片、读写器、读写器芯片、天线，以及芯片编码、业务数据采集相关的软件应用，为各行业RFID应用提供全链路产品支持。
ASLE vs PI — 直观对比
营收规模更大
ASLE
是对方的1.2倍
$74.3M
营收增速更快
PI
高出4.0%
-4.0%
净利率更高
PI
高出5.3%
5.9%
自由现金流更多
ASLE
多$7.5M
$2.2M
两年增速更快
ASLE
近两年复合增速
-14.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $74.3M |
| 净利润 | $5.4M | $8.3M |
| 毛利率 | 34.1% | 49.1% |
| 营业利润率 | 7.8% | 30.5% |
| 净利率 | 5.9% | 11.2% |
| 营收同比 | -4.0% | -0.0% |
| 净利润同比 | 99.7% | — |
| 每股收益（稀释后） | $0.10 | $0.14 |
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ASLEPI
| Q1 26 | — | $74.3M | ||
| Q4 25 | $90.9M | $92.8M | ||
| Q3 25 | $71.2M | $96.1M | ||
| Q2 25 | $107.4M | $97.9M | ||
| Q1 25 | $65.8M | $74.3M | ||
| Q4 24 | $94.7M | $91.6M | ||
| Q3 24 | $82.7M | $95.2M | ||
| Q2 24 | $77.1M | $102.5M |
净利润ASLEPI
| Q1 26 | — | $8.3M | ||
| Q4 25 | $5.4M | $-1.1M | ||
| Q3 25 | $-120.0K | $-12.8M | ||
| Q2 25 | $8.6M | $11.6M | ||
| Q1 25 | $-5.3M | $-8.5M | ||
| Q4 24 | $2.7M | $-2.7M | ||
| Q3 24 | $509.0K | $221.0K | ||
| Q2 24 | $-3.6M | $10.0M |
毛利率ASLEPI
| Q1 26 | — | 49.1% | ||
| Q4 25 | 34.1% | 51.8% | ||
| Q3 25 | 30.2% | 50.3% | ||
| Q2 25 | 32.9% | 57.8% | ||
| Q1 25 | 27.3% | 49.4% | ||
| Q4 24 | 31.4% | 50.5% | ||
| Q3 24 | 28.6% | 50.0% | ||
| Q2 24 | 28.2% | 56.1% |
营业利润率ASLEPI
| Q1 26 | — | 30.5% | ||
| Q4 25 | 7.8% | -2.9% | ||
| Q3 25 | 4.0% | 0.7% | ||
| Q2 25 | 11.7% | 11.1% | ||
| Q1 25 | -10.1% | -12.9% | ||
| Q4 24 | 5.2% | -3.9% | ||
| Q3 24 | 2.4% | -0.8% | ||
| Q2 24 | -2.4% | 8.8% |
净利率ASLEPI
| Q1 26 | — | 11.2% | ||
| Q4 25 | 5.9% | -1.2% | ||
| Q3 25 | -0.2% | -13.3% | ||
| Q2 25 | 8.0% | 11.8% | ||
| Q1 25 | -8.0% | -11.4% | ||
| Q4 24 | 2.9% | -2.9% | ||
| Q3 24 | 0.6% | 0.2% | ||
| Q2 24 | -4.7% | 9.7% |
每股收益（稀释后）ASLEPI
| Q1 26 | — | $0.14 | ||
| Q4 25 | $0.10 | $-0.02 | ||
| Q3 25 | $0.00 | $-0.44 | ||
| Q2 25 | $0.18 | $0.39 | ||
| Q1 25 | $-0.10 | $-0.30 | ||
| Q4 24 | $0.05 | $-0.06 | ||
| Q3 24 | $0.01 | $0.01 | ||
| Q2 24 | $-0.07 | $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 | $131.8M |
| 总债务越低越好 | $1.3M | $241.5M |
| 股东权益账面价值 | $424.4M | — |
| 总资产 | $640.5M | $502.5M |
| 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ASLEPI
| Q1 26 | — | $131.8M | ||
| Q4 25 | $4.4M | $175.3M | ||
| Q3 25 | $5.3M | $190.1M | ||
| Q2 25 | $5.7M | $193.2M | ||
| Q1 25 | $4.7M | $147.9M | ||
| Q4 24 | $4.7M | $164.7M | ||
| Q3 24 | $9.8M | $170.3M | ||
| Q2 24 | $4.3M | $220.2M |
总债务ASLEPI
| Q1 26 | — | $241.5M | ||
| Q4 25 | $1.3M | $280.9M | ||
| Q3 25 | $1.5M | $280.4M | ||
| Q2 25 | $907.0K | — | ||
| Q1 25 | $1.1M | — | ||
| Q4 24 | $1.2M | $283.5M | ||
| Q3 24 | $376.0K | — | ||
| Q2 24 | $522.0K | — |
股东权益ASLEPI
| Q1 26 | — | — | ||
| Q4 25 | $424.4M | $209.2M | ||
| Q3 25 | $417.1M | $195.0M | ||
| Q2 25 | $415.9M | $187.7M | ||
| Q1 25 | $406.5M | $160.6M | ||
| Q4 24 | $455.6M | $149.9M | ||
| Q3 24 | $451.5M | $136.1M | ||
| Q2 24 | $449.8M | $117.0M |
总资产ASLEPI
| Q1 26 | — | $502.5M | ||
| Q4 25 | $640.5M | $545.2M | ||
| Q3 25 | $646.3M | $516.5M | ||
| Q2 25 | $646.7M | $508.8M | ||
| Q1 25 | $646.1M | $479.8M | ||
| Q4 24 | $604.7M | $489.1M | ||
| Q3 24 | $601.5M | $476.4M | ||
| Q2 24 | $598.7M | $446.1M |
负债/权益比ASLEPI
| Q1 26 | — | — | ||
| Q4 25 | 0.00× | 1.34× | ||
| Q3 25 | 0.00× | 1.44× | ||
| Q2 25 | 0.00× | — | ||
| Q1 25 | 0.00× | — | ||
| Q4 24 | 0.00× | 1.89× | ||
| 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 | $2.2M |
| 自由现金流率自由现金流/营收 | 10.8% | 3.0% |
| 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 | $61.1M |
8季度趋势，按日历期对齐
经营现金流ASLEPI
| Q1 26 | — | — | ||
| Q4 25 | $11.4M | $15.1M | ||
| Q3 25 | $-8.9M | $20.9M | ||
| Q2 25 | $19.8M | $33.9M | ||
| Q1 25 | $-45.2M | $-11.1M | ||
| Q4 24 | $37.5M | $12.6M | ||
| Q3 24 | $10.4M | $10.1M | ||
| Q2 24 | $-15.3M | $45.5M |
自由现金流ASLEPI
| Q1 26 | — | $2.2M | ||
| Q4 25 | $9.8M | $13.6M | ||
| Q3 25 | $-9.8M | $18.0M | ||
| Q2 25 | $18.6M | $27.3M | ||
| Q1 25 | $-47.6M | $-13.0M | ||
| Q4 24 | $32.3M | $8.5M | ||
| Q3 24 | $8.9M | $4.7M | ||
| Q2 24 | $-18.9M | $44.1M |
自由现金流率ASLEPI
| Q1 26 | — | 3.0% | ||
| Q4 25 | 10.8% | 14.7% | ||
| Q3 25 | -13.8% | 18.7% | ||
| Q2 25 | 17.3% | 27.9% | ||
| Q1 25 | -72.4% | -17.5% | ||
| Q4 24 | 34.0% | 9.3% | ||
| Q3 24 | 10.7% | 4.9% | ||
| Q2 24 | -24.6% | 43.0% |
资本支出强度ASLEPI
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | 1.6% | ||
| Q3 25 | 1.3% | 3.1% | ||
| Q2 25 | 1.1% | 6.7% | ||
| Q1 25 | 3.7% | 2.5% | ||
| Q4 24 | 5.6% | 4.5% | ||
| Q3 24 | 1.9% | 5.7% | ||
| Q2 24 | 4.7% | 1.3% |
现金转化率ASLEPI
| Q1 26 | — | — | ||
| Q4 25 | 2.11× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.31× | 2.93× | ||
| Q1 25 | — | — | ||
| Q4 24 | 13.89× | — | ||
| Q3 24 | 20.52× | 45.56× | ||
| Q2 24 | — | 4.56× |
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% |
PI
暂无分部数据
