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AerSale Corp（ASLE）与STEM, INC.（STEM）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STEM, INC.的1.9倍（$90.9M vs $47.1M），AerSale Corp净利率更高（5.9% vs -33.9%，领先39.8%），AerSale Corp同比增速更快（-4.0% vs -15.6%），过去两年STEM, INC.的营收复合增速更高（36.1% 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。
该公司是一家公开上市的生物制药企业，总部位于加利福尼亚州纽瓦克，专注研发纯化人类神经干细胞，旨在治疗中枢神经系统疾病与瘫痪，其所研发的神经干细胞可分化为中枢神经系统的神经元、星形胶质细胞与少突胶质细胞这三大主要细胞类型。
ASLE vs STEM — 直观对比
营收规模更大
ASLE
是对方的1.9倍
$47.1M
营收增速更快
ASLE
高出11.5%
-15.6%
净利率更高
ASLE
高出39.8%
-33.9%
两年增速更快
STEM
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $47.1M |
| 净利润 | $5.4M | $-16.0M |
| 毛利率 | 34.1% | 48.9% |
| 营业利润率 | 7.8% | -17.7% |
| 净利率 | 5.9% | -33.9% |
| 营收同比 | -4.0% | -15.6% |
| 净利润同比 | 99.7% | 68.8% |
| 每股收益（稀释后） | $0.10 | $-4.40 |
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ASLESTEM
| Q4 25 | $90.9M | $47.1M | ||
| Q3 25 | $71.2M | $38.2M | ||
| Q2 25 | $107.4M | $38.4M | ||
| Q1 25 | $65.8M | $32.5M | ||
| Q4 24 | $94.7M | $55.8M | ||
| Q3 24 | $82.7M | $29.3M | ||
| Q2 24 | $77.1M | $34.0M | ||
| Q1 24 | $90.5M | $25.5M |
净利润ASLESTEM
| Q4 25 | $5.4M | $-16.0M | ||
| Q3 25 | $-120.0K | $-23.8M | ||
| Q2 25 | $8.6M | $202.5M | ||
| Q1 25 | $-5.3M | $-25.0M | ||
| Q4 24 | $2.7M | $-51.1M | ||
| Q3 24 | $509.0K | $-148.3M | ||
| Q2 24 | $-3.6M | $-582.3M | ||
| Q1 24 | $6.3M | $-72.3M |
毛利率ASLESTEM
| Q4 25 | 34.1% | 48.9% | ||
| Q3 25 | 30.2% | 35.5% | ||
| Q2 25 | 32.9% | 33.4% | ||
| Q1 25 | 27.3% | 32.4% | ||
| Q4 24 | 31.4% | -4.4% | ||
| Q3 24 | 28.6% | 21.2% | ||
| Q2 24 | 28.2% | 27.6% | ||
| Q1 24 | 31.8% | -95.0% |
营业利润率ASLESTEM
| Q4 25 | 7.8% | -17.7% | ||
| Q3 25 | 4.0% | -33.6% | ||
| Q2 25 | 11.7% | -34.8% | ||
| Q1 25 | -10.1% | -65.0% | ||
| Q4 24 | 5.2% | -84.4% | ||
| Q3 24 | 2.4% | -493.2% | ||
| Q2 24 | -2.4% | -1705.5% | ||
| Q1 24 | 5.2% | -267.0% |
净利率ASLESTEM
| Q4 25 | 5.9% | -33.9% | ||
| Q3 25 | -0.2% | -62.2% | ||
| Q2 25 | 8.0% | 527.8% | ||
| Q1 25 | -8.0% | -76.9% | ||
| Q4 24 | 2.9% | -91.6% | ||
| Q3 24 | 0.6% | -506.3% | ||
| Q2 24 | -4.7% | -1712.6% | ||
| Q1 24 | 6.9% | -283.9% |
每股收益（稀释后）ASLESTEM
| Q4 25 | $0.10 | $-4.40 | ||
| Q3 25 | $0.00 | $-2.84 | ||
| Q2 25 | $0.18 | $-1.79 | ||
| Q1 25 | $-0.10 | $-0.15 | ||
| Q4 24 | $0.05 | $-15.29 | ||
| Q3 24 | $0.01 | $-18.24 | ||
| Q2 24 | $-0.07 | $-71.81 | ||
| Q1 24 | $0.12 | $-0.46 |
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 | $48.9M |
| 总债务越低越好 | $1.3M | — |
| 股东权益账面价值 | $424.4M | $-249.4M |
| 总资产 | $640.5M | $308.9M |
| 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ASLESTEM
| Q4 25 | $4.4M | $48.9M | ||
| Q3 25 | $5.3M | $43.1M | ||
| Q2 25 | $5.7M | $40.8M | ||
| Q1 25 | $4.7M | $58.6M | ||
| Q4 24 | $4.7M | $56.3M | ||
| Q3 24 | $9.8M | $75.4M | ||
| Q2 24 | $4.3M | $89.6M | ||
| Q1 24 | $2.6M | $112.8M |
总债务ASLESTEM
| 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ASLESTEM
| Q4 25 | $424.4M | $-249.4M | ||
| Q3 25 | $417.1M | $-235.7M | ||
| Q2 25 | $415.9M | $-214.1M | ||
| Q1 25 | $406.5M | $-417.5M | ||
| Q4 24 | $455.6M | $-398.4M | ||
| Q3 24 | $451.5M | $-344.1M | ||
| Q2 24 | $449.8M | $-203.2M | ||
| Q1 24 | $452.0M | $371.6M |
总资产ASLESTEM
| Q4 25 | $640.5M | $308.9M | ||
| Q3 25 | $646.3M | $362.6M | ||
| Q2 25 | $646.7M | $379.2M | ||
| Q1 25 | $646.1M | $405.1M | ||
| Q4 24 | $604.7M | $437.4M | ||
| Q3 24 | $601.5M | $537.8M | ||
| Q2 24 | $598.7M | $691.5M | ||
| Q1 24 | $571.7M | $1.3B |
负债/权益比ASLESTEM
| 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 | $8.2M |
| 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ASLESTEM
| Q4 25 | $11.4M | $8.2M | ||
| Q3 25 | $-8.9M | $11.4M | ||
| Q2 25 | $19.8M | $-21.3M | ||
| Q1 25 | $-45.2M | $8.5M | ||
| Q4 24 | $37.5M | $-14.7M | ||
| Q3 24 | $10.4M | $-9.4M | ||
| Q2 24 | $-15.3M | $-11.9M | ||
| Q1 24 | $-21.5M | $-621.0K |
自由现金流ASLESTEM
| 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ASLESTEM
| 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ASLESTEM
| 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ASLESTEM
| Q4 25 | 2.11× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.31× | -0.11× | ||
| 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% |
STEM
暂无分部数据
