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AerSale Corp（ASLE）与System1, Inc.（SST）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System1, Inc.的1.8倍（$90.9M vs $51.9M），AerSale Corp净利率更高（5.9% vs -26.0%，领先31.9%），AerSale Corp同比增速更快（-4.0% vs -31.3%），过去两年AerSale Corp的营收复合增速更高（0.2% vs -21.8%）
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。
System1是一家美国互联网广告企业，成立于2013年，前身为OpenMail，总部位于加利福尼亚州玛丽娜德尔雷。该公司主打获客响应营销平台业务，将隐私保护作为核心经营重点之一，但也曾因对Startpage.com等主打隐私的平台的影响受到批评。
ASLE vs SST — 直观对比
营收规模更大
ASLE
是对方的1.8倍
$51.9M
营收增速更快
ASLE
高出27.3%
-31.3%
净利率更高
ASLE
高出31.9%
-26.0%
两年增速更快
ASLE
近两年复合增速
-21.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $51.9M |
| 净利润 | $5.4M | $-13.5M |
| 毛利率 | 34.1% | 41.0% |
| 营业利润率 | 7.8% | -33.6% |
| 净利率 | 5.9% | -26.0% |
| 营收同比 | -4.0% | -31.3% |
| 净利润同比 | 99.7% | 4.8% |
| 每股收益（稀释后） | $0.10 | $-3.58 |
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ASLESST
| Q4 25 | $90.9M | $51.9M | ||
| Q3 25 | $71.2M | $61.6M | ||
| Q2 25 | $107.4M | $78.1M | ||
| Q1 25 | $65.8M | $74.5M | ||
| Q4 24 | $94.7M | $75.6M | ||
| Q3 24 | $82.7M | $88.8M | ||
| Q2 24 | $77.1M | $94.6M | ||
| Q1 24 | $90.5M | $84.9M |
净利润ASLESST
| Q4 25 | $5.4M | $-13.5M | ||
| Q3 25 | $-120.0K | $-18.5M | ||
| Q2 25 | $8.6M | $-17.5M | ||
| Q1 25 | $-5.3M | $-15.9M | ||
| Q4 24 | $2.7M | $-14.2M | ||
| Q3 24 | $509.0K | $-23.6M | ||
| Q2 24 | $-3.6M | $-26.4M | ||
| Q1 24 | $6.3M | $-10.5M |
毛利率ASLESST
| Q4 25 | 34.1% | 41.0% | ||
| Q3 25 | 30.2% | 36.9% | ||
| Q2 25 | 32.9% | 35.7% | ||
| Q1 25 | 27.3% | 38.2% | ||
| Q4 24 | 31.4% | 42.1% | ||
| Q3 24 | 28.6% | 28.0% | ||
| Q2 24 | 28.2% | 27.6% | ||
| Q1 24 | 31.8% | 21.9% |
营业利润率ASLESST
| Q4 25 | 7.8% | -33.6% | ||
| Q3 25 | 4.0% | -25.3% | ||
| Q2 25 | 11.7% | -20.4% | ||
| Q1 25 | -10.1% | -17.6% | ||
| Q4 24 | 5.2% | -15.7% | ||
| Q3 24 | 2.4% | -24.6% | ||
| Q2 24 | -2.4% | -30.8% | ||
| Q1 24 | 5.2% | -30.4% |
净利率ASLESST
| Q4 25 | 5.9% | -26.0% | ||
| Q3 25 | -0.2% | -30.1% | ||
| Q2 25 | 8.0% | -22.4% | ||
| Q1 25 | -8.0% | -21.3% | ||
| Q4 24 | 2.9% | -18.7% | ||
| Q3 24 | 0.6% | -26.6% | ||
| Q2 24 | -4.7% | -27.9% | ||
| Q1 24 | 6.9% | -12.4% |
每股收益（稀释后）ASLESST
| Q4 25 | $0.10 | $-3.58 | ||
| Q3 25 | $0.00 | $-2.30 | ||
| Q2 25 | $0.18 | $-2.23 | ||
| Q1 25 | $-0.10 | $-0.21 | ||
| Q4 24 | $0.05 | $-3.41 | ||
| Q3 24 | $0.01 | $-3.37 | ||
| Q2 24 | $-0.07 | $-3.80 | ||
| Q1 24 | $0.12 | $-0.16 |
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 | $86.9M |
| 总债务越低越好 | $1.3M | $305.1M |
| 股东权益账面价值 | $424.4M | $30.5M |
| 总资产 | $640.5M | $405.0M |
| 负债/权益比越低杠杆越低 | 0.00× | 10.01× |
8季度趋势，按日历期对齐
现金及短期投资ASLESST
| Q4 25 | $4.4M | $86.9M | ||
| Q3 25 | $5.3M | $54.6M | ||
| Q2 25 | $5.7M | $63.6M | ||
| Q1 25 | $4.7M | $43.9M | ||
| Q4 24 | $4.7M | $63.6M | ||
| Q3 24 | $9.8M | $69.1M | ||
| Q2 24 | $4.3M | $75.7M | ||
| Q1 24 | $2.6M | $69.9M |
总债务ASLESST
| Q4 25 | $1.3M | $305.1M | ||
| Q3 25 | $1.5M | $259.2M | ||
| Q2 25 | $907.0K | $263.3M | ||
| Q1 25 | $1.1M | $267.4M | ||
| Q4 24 | $1.2M | $255.1M | ||
| Q3 24 | $376.0K | $259.2M | ||
| Q2 24 | $522.0K | $263.3M | ||
| Q1 24 | $3.5M | $268.6M |
股东权益ASLESST
| Q4 25 | $424.4M | $30.5M | ||
| Q3 25 | $417.1M | $42.7M | ||
| Q2 25 | $415.9M | $58.2M | ||
| Q1 25 | $406.5M | $67.2M | ||
| Q4 24 | $455.6M | $80.3M | ||
| Q3 24 | $451.5M | $90.3M | ||
| Q2 24 | $449.8M | $109.4M | ||
| Q1 24 | $452.0M | $131.7M |
总资产ASLESST
| Q4 25 | $640.5M | $405.0M | ||
| Q3 25 | $646.3M | $385.2M | ||
| Q2 25 | $646.7M | $429.2M | ||
| Q1 25 | $646.1M | $419.2M | ||
| Q4 24 | $604.7M | $459.1M | ||
| Q3 24 | $601.5M | $479.3M | ||
| Q2 24 | $598.7M | $511.3M | ||
| Q1 24 | $571.7M | $521.1M |
负债/权益比ASLESST
| Q4 25 | 0.00× | 10.01× | ||
| Q3 25 | 0.00× | 6.07× | ||
| Q2 25 | 0.00× | 4.53× | ||
| Q1 25 | 0.00× | 3.98× | ||
| Q4 24 | 0.00× | 3.18× | ||
| Q3 24 | 0.00× | 2.87× | ||
| Q2 24 | 0.00× | 2.41× | ||
| Q1 24 | 0.01× | 2.04× |
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 | $-10.6M |
| 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% | 0.0% |
| 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ASLESST
| Q4 25 | $11.4M | $-10.6M | ||
| Q3 25 | $-8.9M | $-2.1M | ||
| Q2 25 | $19.8M | $24.5M | ||
| Q1 25 | $-45.2M | $-15.9M | ||
| Q4 24 | $37.5M | $772.0K | ||
| Q3 24 | $10.4M | $-5.0K | ||
| Q2 24 | $-15.3M | $10.0M | ||
| Q1 24 | $-21.5M | $-16.0M |
自由现金流ASLESST
| Q4 25 | $9.8M | — | ||
| Q3 25 | $-9.8M | — | ||
| Q2 25 | $18.6M | — | ||
| Q1 25 | $-47.6M | $-16.0M | ||
| Q4 24 | $32.3M | — | ||
| Q3 24 | $8.9M | $-36.0K | ||
| Q2 24 | $-18.9M | — | ||
| Q1 24 | $-25.0M | — |
自由现金流率ASLESST
| Q4 25 | 10.8% | — | ||
| Q3 25 | -13.8% | — | ||
| Q2 25 | 17.3% | — | ||
| Q1 25 | -72.4% | -21.5% | ||
| Q4 24 | 34.0% | — | ||
| Q3 24 | 10.7% | -0.0% | ||
| Q2 24 | -24.6% | — | ||
| Q1 24 | -27.7% | — |
资本支出强度ASLESST
| Q4 25 | 1.7% | 0.0% | ||
| Q3 25 | 1.3% | 0.0% | ||
| Q2 25 | 1.1% | 0.0% | ||
| Q1 25 | 3.7% | 0.1% | ||
| Q4 24 | 5.6% | 0.0% | ||
| Q3 24 | 1.9% | 0.0% | ||
| Q2 24 | 4.7% | 0.0% | ||
| Q1 24 | 3.9% | 0.0% |
现金转化率ASLESST
| Q4 25 | 2.11× | — | ||
| Q3 25 | — | — | ||
| 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% |
SST
暂无分部数据
