vs
AerSale Corp（ASLE）与STRATTEC SECURITY CORP（STRT）财务数据对比。点击上方公司名可切换其他公司
STRATTEC SECURITY CORP的季度营收约是AerSale Corp的1.5倍（$137.5M vs $90.9M），AerSale Corp净利率更高（5.9% vs 3.6%，领先2.3%），STRATTEC SECURITY CORP同比增速更快（5.9% vs -4.0%），STRATTEC SECURITY CORP自由现金流更多（$11.3M vs $9.8M），过去两年STRATTEC SECURITY CORP的营收复合增速更高（7.7% 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。
STRATTEC安全公司是专业的汽车安全访问解决方案供应商，主营汽车机械与电子锁具、钥匙、无钥匙进入系统等产品，主要服务全球汽车整车厂商、重型车辆制造商及汽车后市场客户，业务覆盖北美、欧洲、亚太等地区。
ASLE vs STRT — 直观对比
营收规模更大
STRT
是对方的1.5倍
$90.9M
营收增速更快
STRT
高出9.9%
-4.0%
净利率更高
ASLE
高出2.3%
3.6%
自由现金流更多
STRT
多$1.5M
$9.8M
两年增速更快
STRT
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $137.5M |
| 净利润 | $5.4M | $4.9M |
| 毛利率 | 34.1% | 16.5% |
| 营业利润率 | 7.8% | 3.5% |
| 净利率 | 5.9% | 3.6% |
| 营收同比 | -4.0% | 5.9% |
| 净利润同比 | 99.7% | 275.1% |
| 每股收益（稀释后） | $0.10 | $1.20 |
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ASLESTRT
| Q4 25 | $90.9M | $137.5M | ||
| Q3 25 | $71.2M | $152.4M | ||
| Q2 25 | $107.4M | $152.0M | ||
| Q1 25 | $65.8M | $144.1M | ||
| Q4 24 | $94.7M | $129.9M | ||
| Q3 24 | $82.7M | $139.1M | ||
| Q2 24 | $77.1M | — | ||
| Q1 24 | $90.5M | $140.8M |
净利润ASLESTRT
| Q4 25 | $5.4M | $4.9M | ||
| Q3 25 | $-120.0K | $8.5M | ||
| Q2 25 | $8.6M | $8.3M | ||
| Q1 25 | $-5.3M | $5.4M | ||
| Q4 24 | $2.7M | $1.3M | ||
| Q3 24 | $509.0K | $3.7M | ||
| Q2 24 | $-3.6M | — | ||
| Q1 24 | $6.3M | $1.5M |
毛利率ASLESTRT
| Q4 25 | 34.1% | 16.5% | ||
| Q3 25 | 30.2% | 17.3% | ||
| Q2 25 | 32.9% | 16.7% | ||
| Q1 25 | 27.3% | 16.0% | ||
| Q4 24 | 31.4% | 13.2% | ||
| Q3 24 | 28.6% | 13.6% | ||
| Q2 24 | 28.2% | — | ||
| Q1 24 | 31.8% | 10.4% |
营业利润率ASLESTRT
| Q4 25 | 7.8% | 3.5% | ||
| Q3 25 | 4.0% | 6.9% | ||
| Q2 25 | 11.7% | 5.6% | ||
| Q1 25 | -10.1% | 4.9% | ||
| Q4 24 | 5.2% | 1.6% | ||
| Q3 24 | 2.4% | 3.6% | ||
| Q2 24 | -2.4% | — | ||
| Q1 24 | 5.2% | 1.4% |
净利率ASLESTRT
| Q4 25 | 5.9% | 3.6% | ||
| Q3 25 | -0.2% | 5.6% | ||
| Q2 25 | 8.0% | 5.4% | ||
| Q1 25 | -8.0% | 3.7% | ||
| Q4 24 | 2.9% | 1.0% | ||
| Q3 24 | 0.6% | 2.7% | ||
| Q2 24 | -4.7% | — | ||
| Q1 24 | 6.9% | 1.1% |
每股收益（稀释后）ASLESTRT
| Q4 25 | $0.10 | $1.20 | ||
| Q3 25 | $0.00 | $2.07 | ||
| Q2 25 | $0.18 | $2.02 | ||
| Q1 25 | $-0.10 | $1.32 | ||
| Q4 24 | $0.05 | $0.32 | ||
| Q3 24 | $0.01 | $0.92 | ||
| Q2 24 | $-0.07 | — | ||
| Q1 24 | $0.12 | $0.37 |
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 | $99.0M |
| 总债务越低越好 | $1.3M | — |
| 股东权益账面价值 | $424.4M | $236.8M |
| 总资产 | $640.5M | $392.2M |
| 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ASLESTRT
| Q4 25 | $4.4M | $99.0M | ||
| Q3 25 | $5.3M | $90.5M | ||
| Q2 25 | $5.7M | $84.6M | ||
| Q1 25 | $4.7M | $62.1M | ||
| Q4 24 | $4.7M | $42.6M | ||
| Q3 24 | $9.8M | $34.4M | ||
| Q2 24 | $4.3M | — | ||
| Q1 24 | $2.6M | $9.6M |
总债务ASLESTRT
| 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ASLESTRT
| Q4 25 | $424.4M | $236.8M | ||
| Q3 25 | $417.1M | $230.5M | ||
| Q2 25 | $415.9M | $221.6M | ||
| Q1 25 | $406.5M | $210.7M | ||
| Q4 24 | $455.6M | $204.5M | ||
| Q3 24 | $451.5M | $203.0M | ||
| Q2 24 | $449.8M | — | ||
| Q1 24 | $452.0M | $193.8M |
总资产ASLESTRT
| Q4 25 | $640.5M | $392.2M | ||
| Q3 25 | $646.3M | $390.1M | ||
| Q2 25 | $646.7M | $391.5M | ||
| Q1 25 | $646.1M | $387.4M | ||
| Q4 24 | $604.7M | $355.9M | ||
| Q3 24 | $601.5M | $366.9M | ||
| Q2 24 | $598.7M | — | ||
| Q1 24 | $571.7M | $348.5M |
负债/权益比ASLESTRT
| 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 | $13.9M |
| 自由现金流经营现金流 - 资本支出 | $9.8M | $11.3M |
| 自由现金流率自由现金流/营收 | 10.8% | 8.2% |
| 资本支出强度资本支出/营收 | 1.7% | 1.9% |
| 现金转化率经营现金流/净利润 | 2.11× | 2.81× |
| 过去12个月自由现金流最近4个季度 | $-29.1M | $67.8M |
8季度趋势，按日历期对齐
经营现金流ASLESTRT
| Q4 25 | $11.4M | $13.9M | ||
| Q3 25 | $-8.9M | $11.3M | ||
| Q2 25 | $19.8M | $30.2M | ||
| Q1 25 | $-45.2M | $20.7M | ||
| Q4 24 | $37.5M | $9.4M | ||
| Q3 24 | $10.4M | $11.3M | ||
| Q2 24 | $-15.3M | — | ||
| Q1 24 | $-21.5M | $-309.0K |
自由现金流ASLESTRT
| Q4 25 | $9.8M | $11.3M | ||
| Q3 25 | $-9.8M | $9.8M | ||
| Q2 25 | $18.6M | $27.2M | ||
| Q1 25 | $-47.6M | $19.6M | ||
| Q4 24 | $32.3M | $8.5M | ||
| Q3 24 | $8.9M | $9.3M | ||
| Q2 24 | $-18.9M | — | ||
| Q1 24 | $-25.0M | $-2.0M |
自由现金流率ASLESTRT
| Q4 25 | 10.8% | 8.2% | ||
| Q3 25 | -13.8% | 6.4% | ||
| Q2 25 | 17.3% | 17.9% | ||
| Q1 25 | -72.4% | 13.6% | ||
| Q4 24 | 34.0% | 6.6% | ||
| Q3 24 | 10.7% | 6.7% | ||
| Q2 24 | -24.6% | — | ||
| Q1 24 | -27.7% | -1.4% |
资本支出强度ASLESTRT
| Q4 25 | 1.7% | 1.9% | ||
| Q3 25 | 1.3% | 1.0% | ||
| Q2 25 | 1.1% | 2.0% | ||
| Q1 25 | 3.7% | 0.8% | ||
| Q4 24 | 5.6% | 0.7% | ||
| Q3 24 | 1.9% | 1.5% | ||
| Q2 24 | 4.7% | — | ||
| Q1 24 | 3.9% | 1.2% |
现金转化率ASLESTRT
| Q4 25 | 2.11× | 2.81× | ||
| Q3 25 | — | 1.33× | ||
| Q2 25 | 2.31× | 3.65× | ||
| Q1 25 | — | 3.84× | ||
| Q4 24 | 13.89× | 7.16× | ||
| Q3 24 | 20.52× | 3.06× | ||
| Q2 24 | — | — | ||
| Q1 24 | -3.42× | -0.21× |
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% |
STRT
| Door Handles And Exterior Trim | $35.0M | 25% |
| Power Access Solutions | $34.5M | 25% |
| Keys And Locksets | $26.8M | 19% |
| Latches | $16.3M | 12% |
| User Interface Controls | $12.5M | 9% |
| Aftermarket And Service | $9.4M | 7% |
| Other Product | $3.1M | 2% |
| Related Party | $1.3M | 1% |
