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AerSale Corp（ASLE）与Turning Point Brands, Inc.（TPB）财务数据对比。点击上方公司名可切换其他公司
Turning Point Brands, Inc.的季度营收约是AerSale Corp的1.3倍（$121.0M vs $90.9M），Turning Point Brands, Inc.净利率更高（6.8% vs 5.9%，领先0.8%），Turning Point Brands, Inc.同比增速更快（29.2% vs -4.0%），Turning Point Brands, Inc.自由现金流更多（$21.5M vs $9.8M），过去两年Turning Point Brands, Inc.的营收复合增速更高（20.7% 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。
Turning Point Australia（TPAUS）是一家位于澳大利亚的保守派游说团体，隶属于美国转折点组织但保持独立运营，由乔尔·贾马尔创立并于2023年完成注册。该团体目前正积极行动，试图影响2026年3月举行的南澳大利亚州选举结果。
ASLE vs TPB — 直观对比
营收规模更大
TPB
是对方的1.3倍
$90.9M
营收增速更快
TPB
高出33.2%
-4.0%
净利率更高
TPB
高出0.8%
5.9%
自由现金流更多
TPB
多$11.7M
$9.8M
两年增速更快
TPB
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $121.0M |
| 净利润 | $5.4M | $8.2M |
| 毛利率 | 34.1% | 55.9% |
| 营业利润率 | 7.8% | 16.5% |
| 净利率 | 5.9% | 6.8% |
| 营收同比 | -4.0% | 29.2% |
| 净利润同比 | 99.7% | 239.8% |
| 每股收益（稀释后） | $0.10 | $0.40 |
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ASLETPB
| Q4 25 | $90.9M | $121.0M | ||
| Q3 25 | $71.2M | $119.0M | ||
| Q2 25 | $107.4M | $116.6M | ||
| Q1 25 | $65.8M | $106.4M | ||
| Q4 24 | $94.7M | $93.7M | ||
| Q3 24 | $82.7M | $90.7M | ||
| Q2 24 | $77.1M | $93.2M | ||
| Q1 24 | $90.5M | $83.1M |
净利润ASLETPB
| Q4 25 | $5.4M | $8.2M | ||
| Q3 25 | $-120.0K | $21.1M | ||
| Q2 25 | $8.6M | $14.5M | ||
| Q1 25 | $-5.3M | $14.4M | ||
| Q4 24 | $2.7M | $2.4M | ||
| Q3 24 | $509.0K | $12.4M | ||
| Q2 24 | $-3.6M | $13.0M | ||
| Q1 24 | $6.3M | $12.0M |
毛利率ASLETPB
| Q4 25 | 34.1% | 55.9% | ||
| Q3 25 | 30.2% | 59.2% | ||
| Q2 25 | 32.9% | 57.1% | ||
| Q1 25 | 27.3% | 56.0% | ||
| Q4 24 | 31.4% | 56.0% | ||
| Q3 24 | 28.6% | 55.6% | ||
| Q2 24 | 28.2% | 54.1% | ||
| Q1 24 | 31.8% | 58.2% |
营业利润率ASLETPB
| Q4 25 | 7.8% | 16.5% | ||
| Q3 25 | 4.0% | 21.8% | ||
| Q2 25 | 11.7% | 22.6% | ||
| Q1 25 | -10.1% | 21.8% | ||
| Q4 24 | 5.2% | 19.1% | ||
| Q3 24 | 2.4% | 22.9% | ||
| Q2 24 | -2.4% | 24.5% | ||
| Q1 24 | 5.2% | 23.2% |
净利率ASLETPB
| Q4 25 | 5.9% | 6.8% | ||
| Q3 25 | -0.2% | 17.7% | ||
| Q2 25 | 8.0% | 12.4% | ||
| Q1 25 | -8.0% | 13.5% | ||
| Q4 24 | 2.9% | 2.6% | ||
| Q3 24 | 0.6% | 13.6% | ||
| Q2 24 | -4.7% | 14.0% | ||
| Q1 24 | 6.9% | 14.5% |
每股收益（稀释后）ASLETPB
| Q4 25 | $0.10 | $0.40 | ||
| Q3 25 | $0.00 | $1.13 | ||
| Q2 25 | $0.18 | $0.79 | ||
| Q1 25 | $-0.10 | $0.79 | ||
| Q4 24 | $0.05 | $0.15 | ||
| Q3 24 | $0.01 | $0.68 | ||
| Q2 24 | $-0.07 | $0.68 | ||
| Q1 24 | $0.12 | $0.63 |
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 | $222.8M |
| 总债务越低越好 | $1.3M | — |
| 股东权益账面价值 | $424.4M | $372.0M |
| 总资产 | $640.5M | $763.8M |
| 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ASLETPB
| Q4 25 | $4.4M | $222.8M | ||
| Q3 25 | $5.3M | $201.2M | ||
| Q2 25 | $5.7M | $109.9M | ||
| Q1 25 | $4.7M | $99.6M | ||
| Q4 24 | $4.7M | $48.9M | ||
| Q3 24 | $9.8M | $33.6M | ||
| Q2 24 | $4.3M | $142.2M | ||
| Q1 24 | $2.6M | $130.9M |
总债务ASLETPB
| 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ASLETPB
| Q4 25 | $424.4M | $372.0M | ||
| Q3 25 | $417.1M | $358.2M | ||
| Q2 25 | $415.9M | $224.8M | ||
| Q1 25 | $406.5M | $203.4M | ||
| Q4 24 | $455.6M | $190.4M | ||
| Q3 24 | $451.5M | $185.7M | ||
| Q2 24 | $449.8M | $172.8M | ||
| Q1 24 | $452.0M | $160.0M |
总资产ASLETPB
| Q4 25 | $640.5M | $763.8M | ||
| Q3 25 | $646.3M | $742.8M | ||
| Q2 25 | $646.7M | $595.8M | ||
| Q1 25 | $646.1M | $564.6M | ||
| Q4 24 | $604.7M | $493.4M | ||
| Q3 24 | $601.5M | $488.0M | ||
| Q2 24 | $598.7M | $591.6M | ||
| Q1 24 | $571.7M | $586.3M |
负债/权益比ASLETPB
| 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 | $24.9M |
| 自由现金流经营现金流 - 资本支出 | $9.8M | $21.5M |
| 自由现金流率自由现金流/营收 | 10.8% | 17.8% |
| 资本支出强度资本支出/营收 | 1.7% | 2.8% |
| 现金转化率经营现金流/净利润 | 2.11× | 3.03× |
| 过去12个月自由现金流最近4个季度 | $-29.1M | $43.8M |
8季度趋势，按日历期对齐
经营现金流ASLETPB
| Q4 25 | $11.4M | $24.9M | ||
| Q3 25 | $-8.9M | $3.3M | ||
| Q2 25 | $19.8M | $11.8M | ||
| Q1 25 | $-45.2M | $17.4M | ||
| Q4 24 | $37.5M | $17.7M | ||
| Q3 24 | $10.4M | $13.2M | ||
| Q2 24 | $-15.3M | $13.4M | ||
| Q1 24 | $-21.5M | $22.6M |
自由现金流ASLETPB
| Q4 25 | $9.8M | $21.5M | ||
| Q3 25 | $-9.8M | $-721.0K | ||
| Q2 25 | $18.6M | $7.8M | ||
| Q1 25 | $-47.6M | $15.2M | ||
| Q4 24 | $32.3M | $16.6M | ||
| Q3 24 | $8.9M | $12.6M | ||
| Q2 24 | $-18.9M | $10.9M | ||
| Q1 24 | $-25.0M | $22.3M |
自由现金流率ASLETPB
| Q4 25 | 10.8% | 17.8% | ||
| Q3 25 | -13.8% | -0.6% | ||
| Q2 25 | 17.3% | 6.7% | ||
| Q1 25 | -72.4% | 14.3% | ||
| Q4 24 | 34.0% | 17.8% | ||
| Q3 24 | 10.7% | 13.9% | ||
| Q2 24 | -24.6% | 11.7% | ||
| Q1 24 | -27.7% | 26.8% |
资本支出强度ASLETPB
| Q4 25 | 1.7% | 2.8% | ||
| Q3 25 | 1.3% | 3.4% | ||
| Q2 25 | 1.1% | 3.4% | ||
| Q1 25 | 3.7% | 2.1% | ||
| Q4 24 | 5.6% | 1.2% | ||
| Q3 24 | 1.9% | 0.7% | ||
| Q2 24 | 4.7% | 2.7% | ||
| Q1 24 | 3.9% | 0.4% |
现金转化率ASLETPB
| Q4 25 | 2.11× | 3.03× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | 2.31× | 0.82× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | 13.89× | 7.34× | ||
| Q3 24 | 20.52× | 1.07× | ||
| Q2 24 | — | 1.03× | ||
| Q1 24 | -3.42× | 1.89× |
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% |
TPB
| US | $111.5M | 92% |
| Non Us | $9.6M | 8% |
