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AerSale Corp（ASLE）与SmartStop Self Storage REIT, Inc.（SMA）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SmartStop Self Storage REIT, Inc.的1.2倍（$90.9M vs $78.4M），AerSale Corp净利率更高（5.9% vs 3.8%，领先2.1%），SmartStop Self Storage REIT, Inc.同比增速更快（29.4% vs -4.0%），过去两年SmartStop Self Storage REIT, Inc.的营收复合增速更高（17.3% 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。
SmartStop Self Storage REIT, Inc.是一家专注于持有、运营及收购优质自助仓储物业的房地产投资信托，业务覆盖美国多州与加拿大部分省份，为居民及商业客户提供安全灵活的个人物品、企业库存及季节性物品存储服务。
ASLE vs SMA — 直观对比
营收规模更大
ASLE
是对方的1.2倍
$78.4M
营收增速更快
SMA
高出33.4%
-4.0%
净利率更高
ASLE
高出2.1%
3.8%
两年增速更快
SMA
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $78.4M |
| 净利润 | $5.4M | $3.0M |
| 毛利率 | 34.1% | 61.2% |
| 营业利润率 | 7.8% | 24.0% |
| 净利率 | 5.9% | 3.8% |
| 营收同比 | -4.0% | 29.4% |
| 净利润同比 | 99.7% | 2080.0% |
| 每股收益（稀释后） | $0.10 | — |
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ASLESMA
| Q4 25 | $90.9M | $78.4M | ||
| Q3 25 | $71.2M | $70.4M | ||
| Q2 25 | $107.4M | $66.8M | ||
| Q1 25 | $65.8M | $65.4M | ||
| Q4 24 | $94.7M | $60.6M | ||
| Q3 24 | $82.7M | $60.2M | ||
| Q2 24 | $77.1M | $59.2M | ||
| Q1 24 | $90.5M | $57.0M |
净利润ASLESMA
| Q4 25 | $5.4M | $3.0M | ||
| Q3 25 | $-120.0K | $5.2M | ||
| Q2 25 | $8.6M | $-4.8M | ||
| Q1 25 | $-5.3M | $-5.5M | ||
| Q4 24 | $2.7M | $-150.0K | ||
| Q3 24 | $509.0K | $-6.2M | ||
| Q2 24 | $-3.6M | $-705.0K | ||
| Q1 24 | $6.3M | $-1.6M |
毛利率ASLESMA
| Q4 25 | 34.1% | 61.2% | ||
| Q3 25 | 30.2% | 60.9% | ||
| Q2 25 | 32.9% | 59.3% | ||
| Q1 25 | 27.3% | 64.1% | ||
| Q4 24 | 31.4% | 66.3% | ||
| Q3 24 | 28.6% | 64.8% | ||
| Q2 24 | 28.2% | 66.4% | ||
| Q1 24 | 31.8% | 65.1% |
营业利润率ASLESMA
| Q4 25 | 7.8% | 24.0% | ||
| Q3 25 | 4.0% | 18.1% | ||
| Q2 25 | 11.7% | 15.4% | ||
| Q1 25 | -10.1% | 26.3% | ||
| Q4 24 | 5.2% | 29.4% | ||
| Q3 24 | 2.4% | 29.4% | ||
| Q2 24 | -2.4% | 29.9% | ||
| Q1 24 | 5.2% | 28.0% |
净利率ASLESMA
| Q4 25 | 5.9% | 3.8% | ||
| Q3 25 | -0.2% | 7.4% | ||
| Q2 25 | 8.0% | -7.2% | ||
| Q1 25 | -8.0% | -8.3% | ||
| Q4 24 | 2.9% | -0.2% | ||
| Q3 24 | 0.6% | -10.3% | ||
| Q2 24 | -4.7% | -1.2% | ||
| Q1 24 | 6.9% | -2.9% |
每股收益（稀释后）ASLESMA
| Q4 25 | $0.10 | — | ||
| Q3 25 | $0.00 | $0.09 | ||
| Q2 25 | $0.18 | $-0.16 | ||
| Q1 25 | $-0.10 | $-0.35 | ||
| Q4 24 | $0.05 | — | ||
| Q3 24 | $0.01 | $-0.26 | ||
| Q2 24 | $-0.07 | $-0.16 | ||
| Q1 24 | $0.12 | $-0.20 |
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 | $54.2M |
| 总债务越低越好 | $1.3M | — |
| 股东权益账面价值 | $424.4M | $1.2B |
| 总资产 | $640.5M | $2.4B |
| 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ASLESMA
| Q4 25 | $4.4M | $54.2M | ||
| Q3 25 | $5.3M | $47.8M | ||
| Q2 25 | $5.7M | $37.7M | ||
| Q1 25 | $4.7M | $35.2M | ||
| Q4 24 | $4.7M | $23.1M | ||
| Q3 24 | $9.8M | $36.7M | ||
| Q2 24 | $4.3M | $34.7M | ||
| Q1 24 | $2.6M | $39.2M |
总债务ASLESMA
| Q4 25 | $1.3M | — | ||
| Q3 25 | $1.5M | — | ||
| Q2 25 | $907.0K | — | ||
| Q1 25 | $1.1M | — | ||
| Q4 24 | $1.2M | — | ||
| Q3 24 | $376.0K | — | ||
| Q2 24 | $522.0K | — | ||
| Q1 24 | $3.5M | — |
股东权益ASLESMA
| Q4 25 | $424.4M | $1.2B | ||
| Q3 25 | $417.1M | $1.2B | ||
| Q2 25 | $415.9M | $1.2B | ||
| Q1 25 | $406.5M | $303.0M | ||
| Q4 24 | $455.6M | $325.7M | ||
| Q3 24 | $451.5M | $343.9M | ||
| Q2 24 | $449.8M | $365.8M | ||
| Q1 24 | $452.0M | $384.8M |
总资产ASLESMA
| Q4 25 | $640.5M | $2.4B | ||
| Q3 25 | $646.3M | $2.4B | ||
| Q2 25 | $646.7M | $2.3B | ||
| Q1 25 | $646.1M | $2.1B | ||
| Q4 24 | $604.7M | $2.0B | ||
| Q3 24 | $601.5M | $1.9B | ||
| Q2 24 | $598.7M | $1.9B | ||
| Q1 24 | $571.7M | $1.9B |
负债/权益比ASLESMA
| 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× | — | ||
| Q1 24 | 0.01× | — |
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 | $85.0M |
| 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× | 28.61× |
| 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ASLESMA
| Q4 25 | $11.4M | $85.0M | ||
| Q3 25 | $-8.9M | $52.1M | ||
| Q2 25 | $19.8M | $8.0M | ||
| Q1 25 | $-45.2M | $10.6M | ||
| Q4 24 | $37.5M | $64.0M | ||
| Q3 24 | $10.4M | $21.7M | ||
| Q2 24 | $-15.3M | $17.3M | ||
| Q1 24 | $-21.5M | $14.4M |
自由现金流ASLESMA
| Q4 25 | $9.8M | — | ||
| Q3 25 | $-9.8M | — | ||
| Q2 25 | $18.6M | — | ||
| Q1 25 | $-47.6M | — | ||
| Q4 24 | $32.3M | — | ||
| Q3 24 | $8.9M | — | ||
| Q2 24 | $-18.9M | — | ||
| Q1 24 | $-25.0M | — |
自由现金流率ASLESMA
| Q4 25 | 10.8% | — | ||
| Q3 25 | -13.8% | — | ||
| Q2 25 | 17.3% | — | ||
| Q1 25 | -72.4% | — | ||
| Q4 24 | 34.0% | — | ||
| Q3 24 | 10.7% | — | ||
| Q2 24 | -24.6% | — | ||
| Q1 24 | -27.7% | — |
资本支出强度ASLESMA
| Q4 25 | 1.7% | — | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | 3.7% | — | ||
| Q4 24 | 5.6% | — | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | 4.7% | — | ||
| Q1 24 | 3.9% | — |
现金转化率ASLESMA
| Q4 25 | 2.11× | 28.61× | ||
| Q3 25 | — | 9.96× | ||
| 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% |
SMA
| Self Storage Rental Revenue | $62.0M | 79% |
| Other | $11.9M | 15% |
| Ancillary Operating Revenue | $2.9M | 4% |
| Asset Management1 | $1.7M | 2% |
