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AerSale Corp（ASLE）与VIEMED HEALTHCARE, INC.（VMD）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VIEMED HEALTHCARE, INC.的1.2倍（$90.9M vs $76.2M），VIEMED HEALTHCARE, INC.净利率更高（7.4% vs 5.9%，领先1.5%），VIEMED HEALTHCARE, INC.同比增速更快（25.5% vs -4.0%），AerSale Corp自由现金流更多（$9.8M vs $9.7M），过去两年VIEMED HEALTHCARE, INC.的营收复合增速更高（22.7% 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。
Viemed Healthcare是一家专注于呼吸护理解决方案的医疗科技企业，研发、生产及销售便携式呼吸机、呼吸治疗设备及配套支持服务，覆盖北美、欧洲及亚太核心市场的急症、亚急症及居家护理场景，服务急慢性呼吸系统疾病患者。
ASLE vs VMD — 直观对比
营收规模更大
ASLE
是对方的1.2倍
$76.2M
营收增速更快
VMD
高出29.5%
-4.0%
净利率更高
VMD
高出1.5%
5.9%
自由现金流更多
ASLE
多$73.0K
$9.7M
两年增速更快
VMD
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $76.2M |
| 净利润 | $5.4M | $5.6M |
| 毛利率 | 34.1% | 57.9% |
| 营业利润率 | 7.8% | 11.0% |
| 净利率 | 5.9% | 7.4% |
| 营收同比 | -4.0% | 25.5% |
| 净利润同比 | 99.7% | 30.7% |
| 每股收益（稀释后） | $0.10 | $0.14 |
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ASLEVMD
| Q4 25 | $90.9M | $76.2M | ||
| Q3 25 | $71.2M | $71.9M | ||
| Q2 25 | $107.4M | $63.1M | ||
| Q1 25 | $65.8M | $59.1M | ||
| Q4 24 | $94.7M | $60.7M | ||
| Q3 24 | $82.7M | $58.0M | ||
| Q2 24 | $77.1M | $55.0M | ||
| Q1 24 | $90.5M | $50.6M |
净利润ASLEVMD
| Q4 25 | $5.4M | $5.6M | ||
| Q3 25 | $-120.0K | $3.5M | ||
| Q2 25 | $8.6M | $3.2M | ||
| Q1 25 | $-5.3M | $2.6M | ||
| Q4 24 | $2.7M | $4.3M | ||
| Q3 24 | $509.0K | $3.9M | ||
| Q2 24 | $-3.6M | $1.5M | ||
| Q1 24 | $6.3M | $1.6M |
毛利率ASLEVMD
| Q4 25 | 34.1% | 57.9% | ||
| Q3 25 | 30.2% | 57.5% | ||
| Q2 25 | 32.9% | 58.3% | ||
| Q1 25 | 27.3% | 56.3% | ||
| Q4 24 | 31.4% | 59.5% | ||
| Q3 24 | 28.6% | 59.3% | ||
| Q2 24 | 28.2% | 59.8% | ||
| Q1 24 | 31.8% | 58.9% |
营业利润率ASLEVMD
| Q4 25 | 7.8% | 11.0% | ||
| Q3 25 | 4.0% | 7.8% | ||
| Q2 25 | 11.7% | 8.1% | ||
| Q1 25 | -10.1% | 6.5% | ||
| Q4 24 | 5.2% | 10.6% | ||
| Q3 24 | 2.4% | 9.7% | ||
| Q2 24 | -2.4% | 6.6% | ||
| Q1 24 | 5.2% | 4.4% |
净利率ASLEVMD
| Q4 25 | 5.9% | 7.4% | ||
| Q3 25 | -0.2% | 4.9% | ||
| Q2 25 | 8.0% | 5.0% | ||
| Q1 25 | -8.0% | 4.4% | ||
| Q4 24 | 2.9% | 7.1% | ||
| Q3 24 | 0.6% | 6.7% | ||
| Q2 24 | -4.7% | 2.7% | ||
| Q1 24 | 6.9% | 3.2% |
每股收益（稀释后）ASLEVMD
| Q4 25 | $0.10 | $0.14 | ||
| Q3 25 | $0.00 | $0.09 | ||
| Q2 25 | $0.18 | $0.08 | ||
| Q1 25 | $-0.10 | $0.06 | ||
| Q4 24 | $0.05 | $0.10 | ||
| Q3 24 | $0.01 | $0.10 | ||
| Q2 24 | $-0.07 | $0.04 | ||
| Q1 24 | $0.12 | $0.04 |
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 | $13.5M |
| 总债务越低越好 | $1.3M | — |
| 股东权益账面价值 | $424.4M | $141.5M |
| 总资产 | $640.5M | $199.2M |
| 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ASLEVMD
| Q4 25 | $4.4M | $13.5M | ||
| Q3 25 | $5.3M | $11.1M | ||
| Q2 25 | $5.7M | $20.0M | ||
| Q1 25 | $4.7M | $10.2M | ||
| Q4 24 | $4.7M | $17.5M | ||
| Q3 24 | $9.8M | $11.3M | ||
| Q2 24 | $4.3M | $8.8M | ||
| Q1 24 | $2.6M | $7.3M |
总债务ASLEVMD
| 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ASLEVMD
| Q4 25 | $424.4M | $141.5M | ||
| Q3 25 | $417.1M | $133.6M | ||
| Q2 25 | $415.9M | $139.7M | ||
| Q1 25 | $406.5M | $134.8M | ||
| Q4 24 | $455.6M | $131.4M | ||
| Q3 24 | $451.5M | $125.0M | ||
| Q2 24 | $449.8M | $119.4M | ||
| Q1 24 | $452.0M | $116.3M |
总资产ASLEVMD
| Q4 25 | $640.5M | $199.2M | ||
| Q3 25 | $646.3M | $202.4M | ||
| Q2 25 | $646.7M | $184.6M | ||
| Q1 25 | $646.1M | $178.1M | ||
| Q4 24 | $604.7M | $177.1M | ||
| Q3 24 | $601.5M | $169.5M | ||
| Q2 24 | $598.7M | $163.9M | ||
| Q1 24 | $571.7M | $154.9M |
负债/权益比ASLEVMD
| 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 | $18.4M |
| 自由现金流经营现金流 - 资本支出 | $9.8M | $9.7M |
| 自由现金流率自由现金流/营收 | 10.8% | 12.7% |
| 资本支出强度资本支出/营收 | 1.7% | 11.5% |
| 现金转化率经营现金流/净利润 | 2.11× | 3.27× |
| 过去12个月自由现金流最近4个季度 | $-29.1M | $11.9M |
8季度趋势，按日历期对齐
经营现金流ASLEVMD
| Q4 25 | $11.4M | $18.4M | ||
| Q3 25 | $-8.9M | $18.4M | ||
| Q2 25 | $19.8M | $12.3M | ||
| Q1 25 | $-45.2M | $2.9M | ||
| Q4 24 | $37.5M | $15.0M | ||
| Q3 24 | $10.4M | $12.7M | ||
| Q2 24 | $-15.3M | $10.2M | ||
| Q1 24 | $-21.5M | $1.2M |
自由现金流ASLEVMD
| Q4 25 | $9.8M | $9.7M | ||
| Q3 25 | $-9.8M | $10.7M | ||
| Q2 25 | $18.6M | $4.1M | ||
| Q1 25 | $-47.6M | $-12.6M | ||
| Q4 24 | $32.3M | $3.2M | ||
| Q3 24 | $8.9M | $1.7M | ||
| Q2 24 | $-18.9M | $1.2M | ||
| Q1 24 | $-25.0M | $-4.8M |
自由现金流率ASLEVMD
| Q4 25 | 10.8% | 12.7% | ||
| Q3 25 | -13.8% | 14.9% | ||
| Q2 25 | 17.3% | 6.5% | ||
| Q1 25 | -72.4% | -21.4% | ||
| Q4 24 | 34.0% | 5.2% | ||
| Q3 24 | 10.7% | 3.0% | ||
| Q2 24 | -24.6% | 2.3% | ||
| Q1 24 | -27.7% | -9.5% |
资本支出强度ASLEVMD
| Q4 25 | 1.7% | 11.5% | ||
| Q3 25 | 1.3% | 10.6% | ||
| Q2 25 | 1.1% | 12.9% | ||
| Q1 25 | 3.7% | 26.2% | ||
| Q4 24 | 5.6% | 19.5% | ||
| Q3 24 | 1.9% | 19.0% | ||
| Q2 24 | 4.7% | 16.3% | ||
| Q1 24 | 3.9% | 11.9% |
现金转化率ASLEVMD
| Q4 25 | 2.11× | 3.27× | ||
| Q3 25 | — | 5.23× | ||
| Q2 25 | 2.31× | 3.88× | ||
| Q1 25 | — | 1.09× | ||
| Q4 24 | 13.89× | 3.47× | ||
| Q3 24 | 20.52× | 3.29× | ||
| Q2 24 | — | 6.94× | ||
| Q1 24 | -3.42× | 0.73× |
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% |
VMD
暂无分部数据
