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AerSale Corp（ASLE）与Via Renewables, Inc.（VIASP）财务数据对比。点击上方公司名可切换其他公司
Via Renewables, Inc.的季度营收约是AerSale Corp的1.4倍（$127.8M vs $90.9M），AerSale Corp净利率更高（5.9% vs 5.4%，领先0.6%），Via Renewables, Inc.同比增速更快（22.5% vs -4.0%），AerSale Corp自由现金流更多（$9.8M vs $-4.8M），过去两年Via Renewables, Inc.的营收复合增速更高（5.9% 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。
EDF电力解决方案是法国电力集团旗下全资子公司，专注可再生能源发电业务。作为一体化运营商，该集团开展可再生能源项目开发与融资，推进设施建设，同时为自有及第三方的可再生能源项目提供运营与维护服务。
ASLE vs VIASP — 直观对比
营收规模更大
VIASP
是对方的1.4倍
$90.9M
营收增速更快
VIASP
高出26.5%
-4.0%
净利率更高
ASLE
高出0.6%
5.4%
自由现金流更多
ASLE
多$14.5M
$-4.8M
两年增速更快
VIASP
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $127.8M |
| 净利润 | $5.4M | $6.9M |
| 毛利率 | 34.1% | 34.4% |
| 营业利润率 | 7.8% | 15.2% |
| 净利率 | 5.9% | 5.4% |
| 营收同比 | -4.0% | 22.5% |
| 净利润同比 | 99.7% | -30.9% |
| 每股收益（稀释后） | $0.10 | $1.19 |
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ASLEVIASP
| Q4 25 | $90.9M | $127.8M | ||
| Q3 25 | $71.2M | $103.3M | ||
| Q2 25 | $107.4M | $90.0M | ||
| Q1 25 | $65.8M | $142.3M | ||
| Q4 24 | $94.7M | $104.3M | ||
| Q3 24 | $82.7M | $93.8M | ||
| Q2 24 | $77.1M | $86.7M | ||
| Q1 24 | $90.5M | $114.1M |
净利润ASLEVIASP
| Q4 25 | $5.4M | $6.9M | ||
| Q3 25 | $-120.0K | $757.0K | ||
| Q2 25 | $8.6M | $2.7M | ||
| Q1 25 | $-5.3M | $8.8M | ||
| Q4 24 | $2.7M | $9.9M | ||
| Q3 24 | $509.0K | $2.1M | ||
| Q2 24 | $-3.6M | $7.6M | ||
| Q1 24 | $6.3M | $8.6M |
毛利率ASLEVIASP
| Q4 25 | 34.1% | 34.4% | ||
| Q3 25 | 30.2% | 23.1% | ||
| Q2 25 | 32.9% | 30.0% | ||
| Q1 25 | 27.3% | 32.9% | ||
| Q4 24 | 31.4% | 51.9% | ||
| Q3 24 | 28.6% | 26.8% | ||
| Q2 24 | 28.2% | 50.4% | ||
| Q1 24 | 31.8% | 39.5% |
营业利润率ASLEVIASP
| Q4 25 | 7.8% | 15.2% | ||
| Q3 25 | 4.0% | 3.1% | ||
| Q2 25 | 11.7% | 6.7% | ||
| Q1 25 | -10.1% | 17.5% | ||
| Q4 24 | 5.2% | 31.5% | ||
| Q3 24 | 2.4% | 5.3% | ||
| Q2 24 | -2.4% | 23.8% | ||
| Q1 24 | 5.2% | 22.6% |
净利率ASLEVIASP
| Q4 25 | 5.9% | 5.4% | ||
| Q3 25 | -0.2% | 0.7% | ||
| Q2 25 | 8.0% | 3.0% | ||
| Q1 25 | -8.0% | 6.2% | ||
| Q4 24 | 2.9% | 9.5% | ||
| Q3 24 | 0.6% | 2.3% | ||
| Q2 24 | -4.7% | 8.8% | ||
| Q1 24 | 6.9% | 7.5% |
每股收益（稀释后）ASLEVIASP
| Q4 25 | $0.10 | $1.19 | ||
| Q3 25 | $0.00 | $-0.41 | ||
| Q2 25 | $0.18 | $0.09 | ||
| Q1 25 | $-0.10 | $1.83 | ||
| Q4 24 | $0.05 | $2.33 | ||
| Q3 24 | $0.01 | $-0.17 | ||
| Q2 24 | $-0.07 | $1.51 | ||
| Q1 24 | $0.12 | $1.81 |
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 | $41.8M |
| 总债务越低越好 | $1.3M | $120.0M |
| 股东权益账面价值 | $424.4M | $67.7M |
| 总资产 | $640.5M | $331.3M |
| 负债/权益比越低杠杆越低 | 0.00× | 1.77× |
8季度趋势，按日历期对齐
现金及短期投资ASLEVIASP
| Q4 25 | $4.4M | $41.8M | ||
| Q3 25 | $5.3M | $53.6M | ||
| Q2 25 | $5.7M | $62.1M | ||
| Q1 25 | $4.7M | $64.7M | ||
| Q4 24 | $4.7M | $53.1M | ||
| Q3 24 | $9.8M | $66.6M | ||
| Q2 24 | $4.3M | $53.6M | ||
| Q1 24 | $2.6M | $50.4M |
总债务ASLEVIASP
| Q4 25 | $1.3M | $120.0M | ||
| Q3 25 | $1.5M | $105.0M | ||
| Q2 25 | $907.0K | $100.0M | ||
| Q1 25 | $1.1M | $101.0M | ||
| Q4 24 | $1.2M | $106.0M | ||
| Q3 24 | $376.0K | $89.0M | ||
| Q2 24 | $522.0K | $93.0M | ||
| Q1 24 | $3.5M | $91.0M |
股东权益ASLEVIASP
| Q4 25 | $424.4M | $67.7M | ||
| Q3 25 | $417.1M | $63.7M | ||
| Q2 25 | $415.9M | $68.2M | ||
| Q1 25 | $406.5M | $72.7M | ||
| Q4 24 | $455.6M | $66.7M | ||
| Q3 24 | $451.5M | $58.2M | ||
| Q2 24 | $449.8M | $58.3M | ||
| Q1 24 | $452.0M | $53.2M |
总资产ASLEVIASP
| Q4 25 | $640.5M | $331.3M | ||
| Q3 25 | $646.3M | $304.8M | ||
| Q2 25 | $646.7M | $316.3M | ||
| Q1 25 | $646.1M | $347.4M | ||
| Q4 24 | $604.7M | $344.9M | ||
| Q3 24 | $601.5M | $298.4M | ||
| Q2 24 | $598.7M | $299.7M | ||
| Q1 24 | $571.7M | $302.7M |
负债/权益比ASLEVIASP
| Q4 25 | 0.00× | 1.77× | ||
| Q3 25 | 0.00× | 1.65× | ||
| Q2 25 | 0.00× | 1.47× | ||
| Q1 25 | 0.00× | 1.39× | ||
| Q4 24 | 0.00× | 1.59× | ||
| Q3 24 | 0.00× | 1.53× | ||
| Q2 24 | 0.00× | 1.60× | ||
| Q1 24 | 0.01× | 1.71× |
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 | $-4.2M |
| 自由现金流经营现金流 - 资本支出 | $9.8M | $-4.8M |
| 自由现金流率自由现金流/营收 | 10.8% | -3.7% |
| 资本支出强度资本支出/营收 | 1.7% | 0.4% |
| 现金转化率经营现金流/净利润 | 2.11× | -0.61× |
| 过去12个月自由现金流最近4个季度 | $-29.1M | $39.1M |
8季度趋势，按日历期对齐
经营现金流ASLEVIASP
| Q4 25 | $11.4M | $-4.2M | ||
| Q3 25 | $-8.9M | $2.4M | ||
| Q2 25 | $19.8M | $19.0M | ||
| Q1 25 | $-45.2M | $24.9M | ||
| Q4 24 | $37.5M | $2.0M | ||
| Q3 24 | $10.4M | $20.1M | ||
| Q2 24 | $-15.3M | $11.2M | ||
| Q1 24 | $-21.5M | $17.1M |
自由现金流ASLEVIASP
| Q4 25 | $9.8M | $-4.8M | ||
| Q3 25 | $-9.8M | $1.9M | ||
| Q2 25 | $18.6M | $18.4M | ||
| Q1 25 | $-47.6M | $23.5M | ||
| Q4 24 | $32.3M | $1.6M | ||
| Q3 24 | $8.9M | $19.7M | ||
| Q2 24 | $-18.9M | $10.9M | ||
| Q1 24 | $-25.0M | $16.6M |
自由现金流率ASLEVIASP
| Q4 25 | 10.8% | -3.7% | ||
| Q3 25 | -13.8% | 1.9% | ||
| Q2 25 | 17.3% | 20.5% | ||
| Q1 25 | -72.4% | 16.5% | ||
| Q4 24 | 34.0% | 1.5% | ||
| Q3 24 | 10.7% | 21.0% | ||
| Q2 24 | -24.6% | 12.6% | ||
| Q1 24 | -27.7% | 14.6% |
资本支出强度ASLEVIASP
| Q4 25 | 1.7% | 0.4% | ||
| Q3 25 | 1.3% | 0.4% | ||
| Q2 25 | 1.1% | 0.6% | ||
| Q1 25 | 3.7% | 1.0% | ||
| Q4 24 | 5.6% | 0.4% | ||
| Q3 24 | 1.9% | 0.4% | ||
| Q2 24 | 4.7% | 0.3% | ||
| Q1 24 | 3.9% | 0.4% |
现金转化率ASLEVIASP
| Q4 25 | 2.11× | -0.61× | ||
| Q3 25 | — | 3.12× | ||
| Q2 25 | 2.31× | 6.94× | ||
| Q1 25 | — | 2.84× | ||
| Q4 24 | 13.89× | 0.20× | ||
| Q3 24 | 20.52× | 9.41× | ||
| Q2 24 | — | 1.47× | ||
| Q1 24 | -3.42× | 2.00× |
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% |
VIASP
| Retail Electricity | $79.7M | 62% |
| Retail Natural Gas | $48.9M | 38% |
