vs
AerSale Corp（ASLE）与Porch Group, Inc.（PRCH）财务数据对比。点击上方公司名可切换其他公司
Porch Group, Inc.的季度营收约是AerSale Corp的1.3倍（$121.1M vs $90.9M），AerSale Corp净利率更高（5.9% vs -3.9%，领先9.8%），Porch Group, Inc.同比增速更快（100.0% vs -4.0%），过去两年Porch Group, Inc.的营收复合增速更高（26.4% 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。
Porch Group是一家面向屋主的家居改造服务平台，致力于连接屋主与当地的家居装修承包商。平台不仅提供超过160种家居装修项目的在线预约服务，还涵盖专业建议文章与装修成本指南，帮助屋主便捷规划各类家装工程。
ASLE vs PRCH — 直观对比
营收规模更大
PRCH
是对方的1.3倍
$90.9M
营收增速更快
PRCH
高出104.0%
-4.0%
净利率更高
ASLE
高出9.8%
-3.9%
两年增速更快
PRCH
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $121.1M |
| 净利润 | $5.4M | $-4.7M |
| 毛利率 | 34.1% | 52.7% |
| 营业利润率 | 7.8% | 34.7% |
| 净利率 | 5.9% | -3.9% |
| 营收同比 | -4.0% | 100.0% |
| 净利润同比 | 99.7% | 2.0% |
| 每股收益（稀释后） | $0.10 | $-0.04 |
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ASLEPRCH
| Q1 26 | — | $121.1M | ||
| Q4 25 | $90.9M | $112.3M | ||
| Q3 25 | $71.2M | $115.1M | ||
| Q2 25 | $107.4M | $107.0M | ||
| Q1 25 | $65.8M | $84.5M | ||
| Q4 24 | $94.7M | $75.3M | ||
| Q3 24 | $82.7M | $77.7M | ||
| Q2 24 | $77.1M | $75.9M |
净利润ASLEPRCH
| Q1 26 | — | $-4.7M | ||
| Q4 25 | $5.4M | $-3.5M | ||
| Q3 25 | $-120.0K | $-10.9M | ||
| Q2 25 | $8.6M | $2.6M | ||
| Q1 25 | $-5.3M | $8.4M | ||
| Q4 24 | $2.7M | $30.5M | ||
| Q3 24 | $509.0K | $14.4M | ||
| Q2 24 | $-3.6M | $-64.3M |
毛利率ASLEPRCH
| Q1 26 | — | 52.7% | ||
| Q4 25 | 34.1% | 99.5% | ||
| Q3 25 | 30.2% | 75.6% | ||
| Q2 25 | 32.9% | 70.9% | ||
| Q1 25 | 27.3% | 77.4% | ||
| Q4 24 | 31.4% | — | ||
| Q3 24 | 28.6% | 79.4% | ||
| Q2 24 | 28.2% | 22.1% |
营业利润率ASLEPRCH
| Q1 26 | — | 34.7% | ||
| Q4 25 | 7.8% | 14.7% | ||
| Q3 25 | 4.0% | 14.2% | ||
| Q2 25 | 11.7% | 4.7% | ||
| Q1 25 | -10.1% | -1.5% | ||
| Q4 24 | 5.2% | 33.3% | ||
| Q3 24 | 2.4% | -3.2% | ||
| Q2 24 | -2.4% | -69.2% |
净利率ASLEPRCH
| Q1 26 | — | -3.9% | ||
| Q4 25 | 5.9% | -3.1% | ||
| Q3 25 | -0.2% | -9.4% | ||
| Q2 25 | 8.0% | 2.4% | ||
| Q1 25 | -8.0% | 9.9% | ||
| Q4 24 | 2.9% | 40.5% | ||
| Q3 24 | 0.6% | 18.5% | ||
| Q2 24 | -4.7% | -84.8% |
每股收益（稀释后）ASLEPRCH
| Q1 26 | — | $-0.04 | ||
| Q4 25 | $0.10 | $0.00 | ||
| Q3 25 | $0.00 | $-0.10 | ||
| Q2 25 | $0.18 | $0.00 | ||
| Q1 25 | $-0.10 | $0.07 | ||
| Q4 24 | $0.05 | $0.34 | ||
| Q3 24 | $0.01 | $0.12 | ||
| Q2 24 | $-0.07 | $-0.65 |
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 | $68.4M |
| 总债务越低越好 | $1.3M | $391.3M |
| 股东权益账面价值 | $424.4M | $26.3M |
| 总资产 | $640.5M | $806.6M |
| 负债/权益比越低杠杆越低 | 0.00× | 14.87× |
8季度趋势，按日历期对齐
现金及短期投资ASLEPRCH
| Q1 26 | — | $68.4M | ||
| Q4 25 | $4.4M | $57.3M | ||
| Q3 25 | $5.3M | $85.0M | ||
| Q2 25 | $5.7M | $79.8M | ||
| Q1 25 | $4.7M | $70.4M | ||
| Q4 24 | $4.7M | $191.7M | ||
| Q3 24 | $9.8M | $238.6M | ||
| Q2 24 | $4.3M | $308.4M |
总债务ASLEPRCH
| Q1 26 | — | $391.3M | ||
| Q4 25 | $1.3M | $392.8M | ||
| Q3 25 | $1.5M | $387.1M | ||
| Q2 25 | $907.0K | $394.1M | ||
| Q1 25 | $1.1M | $409.2M | ||
| Q4 24 | $1.2M | $403.9M | ||
| Q3 24 | $376.0K | $399.0M | ||
| Q2 24 | $522.0K | $436.8M |
股东权益ASLEPRCH
| Q1 26 | — | $26.3M | ||
| Q4 25 | $424.4M | $-24.6M | ||
| Q3 25 | $417.1M | $-27.9M | ||
| Q2 25 | $415.9M | $-29.3M | ||
| Q1 25 | $406.5M | $-52.4M | ||
| Q4 24 | $455.6M | $-43.2M | ||
| Q3 24 | $451.5M | $-77.0M | ||
| Q2 24 | $449.8M | $-101.9M |
总资产ASLEPRCH
| Q1 26 | — | $806.6M | ||
| Q4 25 | $640.5M | $797.4M | ||
| Q3 25 | $646.3M | $787.7M | ||
| Q2 25 | $646.7M | $770.7M | ||
| Q1 25 | $646.1M | $802.3M | ||
| Q4 24 | $604.7M | $814.0M | ||
| Q3 24 | $601.5M | $867.3M | ||
| Q2 24 | $598.7M | $876.1M |
负债/权益比ASLEPRCH
| Q1 26 | — | 14.87× | ||
| Q4 25 | 0.00× | — | ||
| Q3 25 | 0.00× | — | ||
| Q2 25 | 0.00× | — | ||
| Q1 25 | 0.00× | — | ||
| Q4 24 | 0.00× | — | ||
| 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ASLEPRCH
| Q1 26 | — | — | ||
| Q4 25 | $11.4M | $1.2M | ||
| Q3 25 | $-8.9M | $40.8M | ||
| Q2 25 | $19.8M | $35.6M | ||
| Q1 25 | $-45.2M | $-11.2M | ||
| Q4 24 | $37.5M | $-26.6M | ||
| Q3 24 | $10.4M | $12.4M | ||
| Q2 24 | $-15.3M | $-26.0M |
自由现金流ASLEPRCH
| Q1 26 | — | — | ||
| Q4 25 | $9.8M | $1.1M | ||
| Q3 25 | $-9.8M | $40.7M | ||
| Q2 25 | $18.6M | $35.4M | ||
| Q1 25 | $-47.6M | $-11.2M | ||
| Q4 24 | $32.3M | $-26.8M | ||
| Q3 24 | $8.9M | $12.2M | ||
| Q2 24 | $-18.9M | $-26.0M |
自由现金流率ASLEPRCH
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | 1.0% | ||
| Q3 25 | -13.8% | 35.4% | ||
| Q2 25 | 17.3% | 33.0% | ||
| Q1 25 | -72.4% | -13.3% | ||
| Q4 24 | 34.0% | -35.6% | ||
| Q3 24 | 10.7% | 15.7% | ||
| Q2 24 | -24.6% | -34.3% |
资本支出强度ASLEPRCH
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | 0.1% | ||
| Q3 25 | 1.3% | 0.1% | ||
| Q2 25 | 1.1% | 0.2% | ||
| Q1 25 | 3.7% | 0.1% | ||
| Q4 24 | 5.6% | 0.3% | ||
| Q3 24 | 1.9% | 0.3% | ||
| Q2 24 | 4.7% | 0.1% |
现金转化率ASLEPRCH
| Q1 26 | — | — | ||
| Q4 25 | 2.11× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.31× | 13.79× | ||
| Q1 25 | — | -1.33× | ||
| Q4 24 | 13.89× | -0.87× | ||
| Q3 24 | 20.52× | 0.86× | ||
| Q2 24 | — | — |
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% |
PRCH
暂无分部数据
