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AerSale Corp（ASLE）与美国合众银行（SMBC）财务数据对比。点击上方公司名可切换其他公司
AerSale Corp的季度营收约是美国合众银行的1.8倍（$90.9M vs $49.6M），美国合众银行净利率更高（36.6% vs 5.9%，领先30.6%），美国合众银行同比增速更快（10.3% vs -4.0%），美国合众银行自由现金流更多（$20.2M vs $9.8M），过去两年美国合众银行的营收复合增速更高（11.3% 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。
美国合众银行是一家总部位于明尼苏达州明尼阿波利斯、在特拉华州注册的美国跨国银行机构，截至2025年是美国第五大银行，也是美国中西部规模最大的银行，被金融稳定委员会认定为具有系统重要性的银行，旗下核心经营实体美国银行全国协会以U.S. Bank名义开展业务，提供银行、投资、抵押等相关金融服务。
ASLE vs SMBC — 直观对比
营收规模更大
ASLE
是对方的1.8倍
$49.6M
营收增速更快
SMBC
高出14.3%
-4.0%
净利率更高
SMBC
高出30.6%
5.9%
自由现金流更多
SMBC
多$10.4M
$9.8M
两年增速更快
SMBC
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $49.6M |
| 净利润 | $5.4M | $18.1M |
| 毛利率 | 34.1% | — |
| 营业利润率 | 7.8% | 45.7% |
| 净利率 | 5.9% | 36.6% |
| 营收同比 | -4.0% | 10.3% |
| 净利润同比 | 99.7% | 23.9% |
| 每股收益（稀释后） | $0.10 | $1.62 |
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ASLESMBC
| Q4 25 | $90.9M | $49.6M | ||
| Q3 25 | $71.2M | $49.0M | ||
| Q2 25 | $107.4M | $47.6M | ||
| Q1 25 | $65.8M | $46.1M | ||
| Q4 24 | $94.7M | $45.0M | ||
| Q3 24 | $82.7M | $43.8M | ||
| Q2 24 | $77.1M | $42.9M | ||
| Q1 24 | $90.5M | $40.1M |
净利润ASLESMBC
| Q4 25 | $5.4M | $18.1M | ||
| Q3 25 | $-120.0K | $15.7M | ||
| Q2 25 | $8.6M | $15.8M | ||
| Q1 25 | $-5.3M | $15.7M | ||
| Q4 24 | $2.7M | $14.7M | ||
| Q3 24 | $509.0K | $12.5M | ||
| Q2 24 | $-3.6M | $13.5M | ||
| Q1 24 | $6.3M | $11.3M |
毛利率ASLESMBC
| Q4 25 | 34.1% | — | ||
| Q3 25 | 30.2% | — | ||
| Q2 25 | 32.9% | — | ||
| Q1 25 | 27.3% | — | ||
| Q4 24 | 31.4% | — | ||
| Q3 24 | 28.6% | — | ||
| Q2 24 | 28.2% | — | ||
| Q1 24 | 31.8% | — |
营业利润率ASLESMBC
| Q4 25 | 7.8% | 45.7% | ||
| Q3 25 | 4.0% | 39.7% | ||
| Q2 25 | 11.7% | 40.2% | ||
| Q1 25 | -10.1% | 43.0% | ||
| Q4 24 | 5.2% | 42.7% | ||
| Q3 24 | 2.4% | 36.1% | ||
| Q2 24 | -2.4% | 39.6% | ||
| Q1 24 | 5.2% | 35.3% |
净利率ASLESMBC
| Q4 25 | 5.9% | 36.6% | ||
| Q3 25 | -0.2% | 31.9% | ||
| Q2 25 | 8.0% | 33.2% | ||
| Q1 25 | -8.0% | 34.0% | ||
| Q4 24 | 2.9% | 32.6% | ||
| Q3 24 | 0.6% | 28.4% | ||
| Q2 24 | -4.7% | 31.6% | ||
| Q1 24 | 6.9% | 28.2% |
每股收益（稀释后）ASLESMBC
| Q4 25 | $0.10 | $1.62 | ||
| Q3 25 | $0.00 | $1.38 | ||
| Q2 25 | $0.18 | $1.39 | ||
| Q1 25 | $-0.10 | $1.39 | ||
| Q4 24 | $0.05 | $1.30 | ||
| Q3 24 | $0.01 | $1.10 | ||
| Q2 24 | $-0.07 | $1.20 | ||
| Q1 24 | $0.12 | $0.99 |
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 | $134.1M |
| 总债务越低越好 | $1.3M | — |
| 股东权益账面价值 | $424.4M | $567.4M |
| 总资产 | $640.5M | $5.1B |
| 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ASLESMBC
| Q4 25 | $4.4M | $134.1M | ||
| Q3 25 | $5.3M | $124.1M | ||
| Q2 25 | $5.7M | $192.9M | ||
| Q1 25 | $4.7M | $226.9M | ||
| Q4 24 | $4.7M | $145.8M | ||
| Q3 24 | $9.8M | $75.3M | ||
| Q2 24 | $4.3M | $60.9M | ||
| Q1 24 | $2.6M | $168.3M |
总债务ASLESMBC
| 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ASLESMBC
| Q4 25 | $424.4M | $567.4M | ||
| Q3 25 | $417.1M | $560.2M | ||
| Q2 25 | $415.9M | $544.7M | ||
| Q1 25 | $406.5M | $528.8M | ||
| Q4 24 | $455.6M | $512.4M | ||
| Q3 24 | $451.5M | $505.6M | ||
| Q2 24 | $449.8M | $488.7M | ||
| Q1 24 | $452.0M | $479.6M |
总资产ASLESMBC
| Q4 25 | $640.5M | $5.1B | ||
| Q3 25 | $646.3M | $5.0B | ||
| Q2 25 | $646.7M | $5.0B | ||
| Q1 25 | $646.1M | $5.0B | ||
| Q4 24 | $604.7M | $4.9B | ||
| Q3 24 | $601.5M | $4.7B | ||
| Q2 24 | $598.7M | $4.6B | ||
| Q1 24 | $571.7M | $4.6B |
负债/权益比ASLESMBC
| 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 | $21.3M |
| 自由现金流经营现金流 - 资本支出 | $9.8M | $20.2M |
| 自由现金流率自由现金流/营收 | 10.8% | 40.6% |
| 资本支出强度资本支出/营收 | 1.7% | 2.2% |
| 现金转化率经营现金流/净利润 | 2.11× | 1.17× |
| 过去12个月自由现金流最近4个季度 | $-29.1M | $133.6M |
8季度趋势，按日历期对齐
经营现金流ASLESMBC
| Q4 25 | $11.4M | $21.3M | ||
| Q3 25 | $-8.9M | $16.3M | ||
| Q2 25 | $19.8M | $81.6M | ||
| Q1 25 | $-45.2M | $24.1M | ||
| Q4 24 | $37.5M | $20.1M | ||
| Q3 24 | $10.4M | $10.0M | ||
| Q2 24 | $-15.3M | $70.3M | ||
| Q1 24 | $-21.5M | $23.9M |
自由现金流ASLESMBC
| Q4 25 | $9.8M | $20.2M | ||
| Q3 25 | $-9.8M | $15.4M | ||
| Q2 25 | $18.6M | $75.3M | ||
| Q1 25 | $-47.6M | $22.7M | ||
| Q4 24 | $32.3M | $18.2M | ||
| Q3 24 | $8.9M | $8.6M | ||
| Q2 24 | $-18.9M | $61.2M | ||
| Q1 24 | $-25.0M | $19.6M |
自由现金流率ASLESMBC
| Q4 25 | 10.8% | 40.6% | ||
| Q3 25 | -13.8% | 31.4% | ||
| Q2 25 | 17.3% | 158.1% | ||
| Q1 25 | -72.4% | 49.3% | ||
| Q4 24 | 34.0% | 40.3% | ||
| Q3 24 | 10.7% | 19.5% | ||
| Q2 24 | -24.6% | 142.8% | ||
| Q1 24 | -27.7% | 48.8% |
资本支出强度ASLESMBC
| Q4 25 | 1.7% | 2.2% | ||
| Q3 25 | 1.3% | 1.8% | ||
| Q2 25 | 1.1% | 13.2% | ||
| Q1 25 | 3.7% | 3.0% | ||
| Q4 24 | 5.6% | 4.4% | ||
| Q3 24 | 1.9% | 3.3% | ||
| Q2 24 | 4.7% | 21.1% | ||
| Q1 24 | 3.9% | 10.8% |
现金转化率ASLESMBC
| Q4 25 | 2.11× | 1.17× | ||
| Q3 25 | — | 1.04× | ||
| Q2 25 | 2.31× | 5.17× | ||
| Q1 25 | — | 1.54× | ||
| Q4 24 | 13.89× | 1.37× | ||
| Q3 24 | 20.52× | 0.80× | ||
| Q2 24 | — | 5.19× | ||
| Q1 24 | -3.42× | 2.11× |
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% |
SMBC
暂无分部数据
