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AerSale Corp（ASLE）与合众银行（STBA）财务数据对比。点击上方公司名可切换其他公司
合众银行的季度营收约是AerSale Corp的1.1倍（$102.1M vs $90.9M），合众银行净利率更高（34.4% vs 5.9%，领先28.4%），过去两年合众银行的营收复合增速更高（2.6% 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。
合众银行是总部位于美国明尼苏达州明尼阿波利斯、注册地为特拉华州的跨国银行机构，截至2025年为美国第五大银行，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系统重要性机构。旗下核心运营主体为美国合众银行全国协会，以“U.S. Bank”品牌开展业务，提供银行、投资、抵押贷款等多元金融服务。
ASLE vs STBA — 直观对比
营收规模更大
STBA
是对方的1.1倍
$90.9M
净利率更高
STBA
高出28.4%
5.9%
两年增速更快
STBA
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $102.1M |
| 净利润 | $5.4M | $35.1M |
| 毛利率 | 34.1% | — |
| 营业利润率 | 7.8% | — |
| 净利率 | 5.9% | 34.4% |
| 营收同比 | -4.0% | — |
| 净利润同比 | 99.7% | 5.0% |
| 每股收益（稀释后） | $0.10 | $0.94 |
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ASLESTBA
| Q1 26 | — | $102.1M | ||
| Q4 25 | $90.9M | $105.3M | ||
| Q3 25 | $71.2M | $103.0M | ||
| Q2 25 | $107.4M | $100.1M | ||
| Q1 25 | $65.8M | $93.8M | ||
| Q4 24 | $94.7M | $94.3M | ||
| Q3 24 | $82.7M | $96.4M | ||
| Q2 24 | $77.1M | $96.9M |
净利润ASLESTBA
| Q1 26 | — | $35.1M | ||
| Q4 25 | $5.4M | $34.0M | ||
| Q3 25 | $-120.0K | $35.0M | ||
| Q2 25 | $8.6M | $31.9M | ||
| Q1 25 | $-5.3M | $33.4M | ||
| Q4 24 | $2.7M | $33.1M | ||
| Q3 24 | $509.0K | $32.6M | ||
| Q2 24 | $-3.6M | $34.4M |
毛利率ASLESTBA
| Q1 26 | — | — | ||
| 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% | — |
营业利润率ASLESTBA
| Q1 26 | — | — | ||
| Q4 25 | 7.8% | 40.3% | ||
| Q3 25 | 4.0% | 42.6% | ||
| Q2 25 | 11.7% | 40.0% | ||
| Q1 25 | -10.1% | 44.5% | ||
| Q4 24 | 5.2% | 43.8% | ||
| Q3 24 | 2.4% | 43.0% | ||
| Q2 24 | -2.4% | 44.2% |
净利率ASLESTBA
| Q1 26 | — | 34.4% | ||
| Q4 25 | 5.9% | 32.3% | ||
| Q3 25 | -0.2% | 33.9% | ||
| Q2 25 | 8.0% | 31.9% | ||
| Q1 25 | -8.0% | 35.6% | ||
| Q4 24 | 2.9% | 35.1% | ||
| Q3 24 | 0.6% | 33.8% | ||
| Q2 24 | -4.7% | 35.5% |
每股收益（稀释后）ASLESTBA
| Q1 26 | — | $0.94 | ||
| Q4 25 | $0.10 | $0.88 | ||
| Q3 25 | $0.00 | $0.91 | ||
| Q2 25 | $0.18 | $0.83 | ||
| Q1 25 | $-0.10 | $0.87 | ||
| Q4 24 | $0.05 | $0.86 | ||
| Q3 24 | $0.01 | $0.85 | ||
| Q2 24 | $-0.07 | $0.89 |
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 | — |
| 总债务越低越好 | $1.3M | $100.8M |
| 股东权益账面价值 | $424.4M | $1.4B |
| 总资产 | $640.5M | $9.9B |
| 负债/权益比越低杠杆越低 | 0.00× | 0.07× |
8季度趋势，按日历期对齐
现金及短期投资ASLESTBA
| Q1 26 | — | — | ||
| Q4 25 | $4.4M | $163.4M | ||
| Q3 25 | $5.3M | $196.2M | ||
| Q2 25 | $5.7M | $203.1M | ||
| Q1 25 | $4.7M | $211.8M | ||
| Q4 24 | $4.7M | $244.8M | ||
| Q3 24 | $9.8M | $228.1M | ||
| Q2 24 | $4.3M | $246.3M |
总债务ASLESTBA
| Q1 26 | — | $100.8M | ||
| 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 | — |
股东权益ASLESTBA
| Q1 26 | — | $1.4B | ||
| Q4 25 | $424.4M | $1.5B | ||
| Q3 25 | $417.1M | $1.5B | ||
| Q2 25 | $415.9M | $1.4B | ||
| Q1 25 | $406.5M | $1.4B | ||
| Q4 24 | $455.6M | $1.4B | ||
| Q3 24 | $451.5M | $1.4B | ||
| Q2 24 | $449.8M | $1.3B |
总资产ASLESTBA
| Q1 26 | — | $9.9B | ||
| Q4 25 | $640.5M | $9.9B | ||
| Q3 25 | $646.3M | $9.8B | ||
| Q2 25 | $646.7M | $9.8B | ||
| Q1 25 | $646.1M | $9.7B | ||
| Q4 24 | $604.7M | $9.7B | ||
| Q3 24 | $601.5M | $9.6B | ||
| Q2 24 | $598.7M | $9.6B |
负债/权益比ASLESTBA
| Q1 26 | — | 0.07× | ||
| 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ASLESTBA
| Q1 26 | — | — | ||
| Q4 25 | $11.4M | $133.6M | ||
| Q3 25 | $-8.9M | $40.5M | ||
| Q2 25 | $19.8M | $28.3M | ||
| Q1 25 | $-45.2M | $28.7M | ||
| Q4 24 | $37.5M | $173.4M | ||
| Q3 24 | $10.4M | $27.6M | ||
| Q2 24 | $-15.3M | $44.7M |
自由现金流ASLESTBA
| Q1 26 | — | — | ||
| Q4 25 | $9.8M | $128.8M | ||
| Q3 25 | $-9.8M | $39.9M | ||
| Q2 25 | $18.6M | $27.1M | ||
| Q1 25 | $-47.6M | $27.0M | ||
| Q4 24 | $32.3M | $170.4M | ||
| Q3 24 | $8.9M | $26.9M | ||
| Q2 24 | $-18.9M | $43.9M |
自由现金流率ASLESTBA
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | 122.4% | ||
| Q3 25 | -13.8% | 38.7% | ||
| Q2 25 | 17.3% | 27.1% | ||
| Q1 25 | -72.4% | 28.8% | ||
| Q4 24 | 34.0% | 180.7% | ||
| Q3 24 | 10.7% | 28.0% | ||
| Q2 24 | -24.6% | 45.3% |
资本支出强度ASLESTBA
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | 4.5% | ||
| Q3 25 | 1.3% | 0.6% | ||
| Q2 25 | 1.1% | 1.2% | ||
| Q1 25 | 3.7% | 1.8% | ||
| Q4 24 | 5.6% | 3.1% | ||
| Q3 24 | 1.9% | 0.7% | ||
| Q2 24 | 4.7% | 0.9% |
现金转化率ASLESTBA
| Q1 26 | — | — | ||
| Q4 25 | 2.11× | 3.93× | ||
| Q3 25 | — | 1.16× | ||
| Q2 25 | 2.31× | 0.89× | ||
| Q1 25 | — | 0.86× | ||
| Q4 24 | 13.89× | 5.24× | ||
| Q3 24 | 20.52× | 0.85× | ||
| Q2 24 | — | 1.30× |
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% |
STBA
| Net Interest Income | $88.4M | 87% |
| Noninterest Income | $13.6M | 13% |
