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AerSale Corp（ASLE）与Urban Edge Properties（UE）财务数据对比。点击上方公司名可切换其他公司
Urban Edge Properties的季度营收约是AerSale Corp的1.5倍（$132.6M vs $90.9M），Urban Edge Properties净利率更高（17.1% vs 5.9%，领先11.1%），Urban Edge Properties同比增速更快（12.2% vs -4.0%），过去两年Urban Edge Properties的营收复合增速更高（11.6% 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。
Urban Edge Properties是一家上市房地产投资信托，主要在美国人口密集的城市及郊区市场持有、运营和开发优质零售及混合用途物业，投资组合涵盖生鲜超市锚定的购物中心、生活类商业网点等面向本地社区的资产。
ASLE vs UE — 直观对比
营收规模更大
UE
是对方的1.5倍
$90.9M
营收增速更快
UE
高出16.3%
-4.0%
净利率更高
UE
高出11.1%
5.9%
两年增速更快
UE
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $132.6M |
| 净利润 | $5.4M | $22.6M |
| 毛利率 | 34.1% | — |
| 营业利润率 | 7.8% | — |
| 净利率 | 5.9% | 17.1% |
| 营收同比 | -4.0% | 12.2% |
| 净利润同比 | 99.7% | -6.7% |
| 每股收益（稀释后） | $0.10 | $0.18 |
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ASLEUE
| Q1 26 | — | $132.6M | ||
| Q4 25 | $90.9M | $119.6M | ||
| Q3 25 | $71.2M | $120.1M | ||
| Q2 25 | $107.4M | $114.1M | ||
| Q1 25 | $65.8M | $118.2M | ||
| Q4 24 | $94.7M | $116.4M | ||
| Q3 24 | $82.7M | $112.4M | ||
| Q2 24 | $77.1M | $106.5M |
净利润ASLEUE
| Q1 26 | — | $22.6M | ||
| Q4 25 | $5.4M | $12.4M | ||
| Q3 25 | $-120.0K | $14.9M | ||
| Q2 25 | $8.6M | $58.0M | ||
| Q1 25 | $-5.3M | $8.2M | ||
| Q4 24 | $2.7M | $30.1M | ||
| Q3 24 | $509.0K | $9.1M | ||
| Q2 24 | $-3.6M | $30.8M |
毛利率ASLEUE
| 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ASLEUE
| Q1 26 | — | — | ||
| Q4 25 | 7.8% | 11.3% | ||
| Q3 25 | 4.0% | 13.4% | ||
| Q2 25 | 11.7% | 53.9% | ||
| Q1 25 | -10.1% | 7.6% | ||
| Q4 24 | 5.2% | 27.6% | ||
| Q3 24 | 2.4% | 8.9% | ||
| Q2 24 | -2.4% | 30.6% |
净利率ASLEUE
| Q1 26 | — | 17.1% | ||
| Q4 25 | 5.9% | 10.4% | ||
| Q3 25 | -0.2% | 12.4% | ||
| Q2 25 | 8.0% | 50.8% | ||
| Q1 25 | -8.0% | 6.9% | ||
| Q4 24 | 2.9% | 25.9% | ||
| Q3 24 | 0.6% | 8.1% | ||
| Q2 24 | -4.7% | 28.9% |
每股收益（稀释后）ASLEUE
| Q1 26 | — | $0.18 | ||
| Q4 25 | $0.10 | $0.09 | ||
| Q3 25 | $0.00 | $0.12 | ||
| Q2 25 | $0.18 | $0.46 | ||
| Q1 25 | $-0.10 | $0.07 | ||
| Q4 24 | $0.05 | $0.25 | ||
| Q3 24 | $0.01 | $0.07 | ||
| Q2 24 | $-0.07 | $0.26 |
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 | $50.0M |
| 总债务越低越好 | $1.3M | — |
| 股东权益账面价值 | $424.4M | $1.4B |
| 总资产 | $640.5M | $3.4B |
| 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ASLEUE
| Q1 26 | — | $50.0M | ||
| Q4 25 | $4.4M | $48.9M | ||
| Q3 25 | $5.3M | $77.8M | ||
| Q2 25 | $5.7M | $53.0M | ||
| Q1 25 | $4.7M | $48.0M | ||
| Q4 24 | $4.7M | $41.4M | ||
| Q3 24 | $9.8M | $67.9M | ||
| Q2 24 | $4.3M | $78.6M |
总债务ASLEUE
| Q1 26 | — | — | ||
| 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ASLEUE
| Q1 26 | — | $1.4B | ||
| Q4 25 | $424.4M | $1.4B | ||
| Q3 25 | $417.1M | $1.4B | ||
| Q2 25 | $415.9M | $1.4B | ||
| Q1 25 | $406.5M | $1.4B | ||
| Q4 24 | $455.6M | $1.4B | ||
| Q3 24 | $451.5M | $1.3B | ||
| Q2 24 | $449.8M | $1.3B |
总资产ASLEUE
| Q1 26 | — | $3.4B | ||
| Q4 25 | $640.5M | $3.3B | ||
| Q3 25 | $646.3M | $3.3B | ||
| Q2 25 | $646.7M | $3.3B | ||
| Q1 25 | $646.1M | $3.3B | ||
| Q4 24 | $604.7M | $3.3B | ||
| Q3 24 | $601.5M | $3.2B | ||
| Q2 24 | $598.7M | $3.2B |
负债/权益比ASLEUE
| Q1 26 | — | — | ||
| 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 | $39.1M |
| 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% | 1.5% |
| 现金转化率经营现金流/净利润 | 2.11× | 1.73× |
| 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ASLEUE
| Q1 26 | — | $39.1M | ||
| Q4 25 | $11.4M | $182.7M | ||
| Q3 25 | $-8.9M | $55.7M | ||
| Q2 25 | $19.8M | $43.5M | ||
| Q1 25 | $-45.2M | $32.6M | ||
| Q4 24 | $37.5M | $153.2M | ||
| Q3 24 | $10.4M | $36.6M | ||
| Q2 24 | $-15.3M | $41.2M |
自由现金流ASLEUE
| Q1 26 | — | — | ||
| Q4 25 | $9.8M | $81.8M | ||
| Q3 25 | $-9.8M | $26.1M | ||
| Q2 25 | $18.6M | $19.6M | ||
| Q1 25 | $-47.6M | $11.9M | ||
| Q4 24 | $32.3M | $42.5M | ||
| Q3 24 | $8.9M | $12.2M | ||
| Q2 24 | $-18.9M | $19.9M |
自由现金流率ASLEUE
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | 68.4% | ||
| Q3 25 | -13.8% | 21.7% | ||
| Q2 25 | 17.3% | 17.2% | ||
| Q1 25 | -72.4% | 10.0% | ||
| Q4 24 | 34.0% | 36.6% | ||
| Q3 24 | 10.7% | 10.8% | ||
| Q2 24 | -24.6% | 18.6% |
资本支出强度ASLEUE
| Q1 26 | — | 1.5% | ||
| Q4 25 | 1.7% | 84.4% | ||
| Q3 25 | 1.3% | 24.6% | ||
| Q2 25 | 1.1% | 20.9% | ||
| Q1 25 | 3.7% | 17.5% | ||
| Q4 24 | 5.6% | 95.1% | ||
| Q3 24 | 1.9% | 21.7% | ||
| Q2 24 | 4.7% | 20.1% |
现金转化率ASLEUE
| Q1 26 | — | 1.73× | ||
| Q4 25 | 2.11× | 14.71× | ||
| Q3 25 | — | 3.73× | ||
| Q2 25 | 2.31× | 0.75× | ||
| Q1 25 | — | 3.97× | ||
| Q4 24 | 13.89× | 5.09× | ||
| Q3 24 | 20.52× | 4.03× | ||
| Q2 24 | — | 1.34× |
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% |
UE
| Rental revenue | $124.2M | 94% |
| Other | $8.4M | 6% |
