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AerSale Corp（ASLE）与Ribbon Communications Inc.（RBBN）财务数据对比。点击上方公司名可切换其他公司
Ribbon Communications Inc.的季度营收约是AerSale Corp的1.8倍（$162.6M vs $90.9M），Ribbon Communications Inc.净利率更高（54.8% vs 5.9%，领先48.8%），AerSale Corp同比增速更快（-4.0% vs -10.3%），过去两年AerSale Corp的营收复合增速更高（0.2% vs -8.1%）
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。
睿宾通信公司（Ribbon Communications Inc.）主要为电信运营商、企业及关键基础设施领域提供软件、IP与光网络解决方案。公司于2017年由Genband与Sonus Networks合并成立，总部位于美国得克萨斯州普莱诺，是一家上市科技企业。
ASLE vs RBBN — 直观对比
营收规模更大
RBBN
是对方的1.8倍
$90.9M
营收增速更快
ASLE
高出6.3%
-10.3%
净利率更高
RBBN
高出48.8%
5.9%
两年增速更快
ASLE
近两年复合增速
-8.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $162.6M |
| 净利润 | $5.4M | $89.1M |
| 毛利率 | 34.1% | 42.9% |
| 营业利润率 | 7.8% | 37.6% |
| 净利率 | 5.9% | 54.8% |
| 营收同比 | -4.0% | -10.3% |
| 净利润同比 | 99.7% | — |
| 每股收益（稀释后） | $0.10 | $0.50 |
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ASLERBBN
| Q1 26 | — | $162.6M | ||
| Q4 25 | $90.9M | $227.3M | ||
| Q3 25 | $71.2M | $215.4M | ||
| Q2 25 | $107.4M | $220.6M | ||
| Q1 25 | $65.8M | $181.3M | ||
| Q4 24 | $94.7M | $251.4M | ||
| Q3 24 | $82.7M | $210.2M | ||
| Q2 24 | $77.1M | $192.6M |
净利润ASLERBBN
| Q1 26 | — | $89.1M | ||
| Q4 25 | $5.4M | — | ||
| Q3 25 | $-120.0K | $-12.1M | ||
| Q2 25 | $8.6M | $-11.1M | ||
| Q1 25 | $-5.3M | $-26.2M | ||
| Q4 24 | $2.7M | — | ||
| Q3 24 | $509.0K | $-13.4M | ||
| Q2 24 | $-3.6M | $-16.8M |
毛利率ASLERBBN
| Q1 26 | — | 42.9% | ||
| Q4 25 | 34.1% | 53.3% | ||
| Q3 25 | 30.2% | 50.1% | ||
| Q2 25 | 32.9% | 49.6% | ||
| Q1 25 | 27.3% | 45.4% | ||
| Q4 24 | 31.4% | 55.7% | ||
| Q3 24 | 28.6% | 52.1% | ||
| Q2 24 | 28.2% | 50.8% |
营业利润率ASLERBBN
| Q1 26 | — | 37.6% | ||
| Q4 25 | 7.8% | 4.1% | ||
| Q3 25 | 4.0% | 1.3% | ||
| Q2 25 | 11.7% | 1.9% | ||
| Q1 25 | -10.1% | -10.8% | ||
| Q4 24 | 5.2% | 13.2% | ||
| Q3 24 | 2.4% | -0.4% | ||
| Q2 24 | -2.4% | -1.0% |
净利率ASLERBBN
| Q1 26 | — | 54.8% | ||
| Q4 25 | 5.9% | — | ||
| Q3 25 | -0.2% | -5.6% | ||
| Q2 25 | 8.0% | -5.0% | ||
| Q1 25 | -8.0% | -14.5% | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 0.6% | -6.4% | ||
| Q2 24 | -4.7% | -8.7% |
每股收益（稀释后）ASLERBBN
| Q1 26 | — | $0.50 | ||
| Q4 25 | $0.10 | $0.50 | ||
| Q3 25 | $0.00 | $-0.07 | ||
| Q2 25 | $0.18 | $-0.06 | ||
| Q1 25 | $-0.10 | $-0.15 | ||
| Q4 24 | $0.05 | $0.05 | ||
| Q3 24 | $0.01 | $-0.08 | ||
| Q2 24 | $-0.07 | $-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 | $67.6M |
| 总债务越低越好 | $1.3M | — |
| 股东权益账面价值 | $424.4M | $419.1M |
| 总资产 | $640.5M | — |
| 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ASLERBBN
| Q1 26 | — | $67.6M | ||
| Q4 25 | $4.4M | $96.4M | ||
| Q3 25 | $5.3M | $74.8M | ||
| Q2 25 | $5.7M | $60.5M | ||
| Q1 25 | $4.7M | $71.2M | ||
| Q4 24 | $4.7M | $87.8M | ||
| Q3 24 | $9.8M | $37.2M | ||
| Q2 24 | $4.3M | $64.6M |
总债务ASLERBBN
| Q1 26 | — | — | ||
| Q4 25 | $1.3M | $342.1M | ||
| Q3 25 | $1.5M | $344.3M | ||
| Q2 25 | $907.0K | $346.5M | ||
| Q1 25 | $1.1M | $347.4M | ||
| Q4 24 | $1.2M | $348.3M | ||
| Q3 24 | $376.0K | $349.1M | ||
| Q2 24 | $522.0K | $350.0M |
股东权益ASLERBBN
| Q1 26 | — | $419.1M | ||
| Q4 25 | $424.4M | $449.0M | ||
| Q3 25 | $417.1M | $360.1M | ||
| Q2 25 | $415.9M | $370.4M | ||
| Q1 25 | $406.5M | $381.8M | ||
| Q4 24 | $455.6M | $404.6M | ||
| Q3 24 | $451.5M | $395.5M | ||
| Q2 24 | $449.8M | $405.0M |
总资产ASLERBBN
| Q1 26 | — | — | ||
| Q4 25 | $640.5M | $1.2B | ||
| Q3 25 | $646.3M | $1.1B | ||
| Q2 25 | $646.7M | $1.1B | ||
| Q1 25 | $646.1M | $1.1B | ||
| Q4 24 | $604.7M | $1.2B | ||
| Q3 24 | $601.5M | $1.1B | ||
| Q2 24 | $598.7M | $1.1B |
负债/权益比ASLERBBN
| Q1 26 | — | — | ||
| Q4 25 | 0.00× | 0.76× | ||
| Q3 25 | 0.00× | 0.96× | ||
| Q2 25 | 0.00× | 0.94× | ||
| Q1 25 | 0.00× | 0.91× | ||
| Q4 24 | 0.00× | 0.86× | ||
| Q3 24 | 0.00× | 0.88× | ||
| Q2 24 | 0.00× | 0.86× |
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ASLERBBN
| Q1 26 | — | — | ||
| Q4 25 | $11.4M | $29.2M | ||
| Q3 25 | $-8.9M | $26.5M | ||
| Q2 25 | $19.8M | $-795.0K | ||
| Q1 25 | $-45.2M | $-3.5M | ||
| Q4 24 | $37.5M | $61.8M | ||
| Q3 24 | $10.4M | $-14.8M | ||
| Q2 24 | $-15.3M | $-9.8M |
自由现金流ASLERBBN
| Q1 26 | — | — | ||
| Q4 25 | $9.8M | $27.3M | ||
| Q3 25 | $-9.8M | $21.0M | ||
| Q2 25 | $18.6M | $-6.5M | ||
| Q1 25 | $-47.6M | $-15.7M | ||
| Q4 24 | $32.3M | $53.8M | ||
| Q3 24 | $8.9M | $-23.7M | ||
| Q2 24 | $-18.9M | $-12.9M |
自由现金流率ASLERBBN
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | 12.0% | ||
| Q3 25 | -13.8% | 9.7% | ||
| Q2 25 | 17.3% | -2.9% | ||
| Q1 25 | -72.4% | -8.7% | ||
| Q4 24 | 34.0% | 21.4% | ||
| Q3 24 | 10.7% | -11.3% | ||
| Q2 24 | -24.6% | -6.7% |
资本支出强度ASLERBBN
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | 0.9% | ||
| Q3 25 | 1.3% | 2.6% | ||
| Q2 25 | 1.1% | 2.6% | ||
| Q1 25 | 3.7% | 6.7% | ||
| Q4 24 | 5.6% | 3.2% | ||
| Q3 24 | 1.9% | 4.2% | ||
| Q2 24 | 4.7% | 1.6% |
现金转化率ASLERBBN
| Q1 26 | — | — | ||
| Q4 25 | 2.11× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.31× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 13.89× | — | ||
| Q3 24 | 20.52× | — | ||
| 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% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
