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AerSale Corp（ASLE）与WD 40 CO（WDFC）财务数据对比。点击上方公司名可切换其他公司
WD 40 CO的季度营收约是AerSale Corp的1.7倍（$154.4M vs $90.9M），WD 40 CO净利率更高（11.3% vs 5.9%，领先5.4%），WD 40 CO同比增速更快（0.6% vs -4.0%），AerSale Corp自由现金流更多（$9.8M vs $9.1M），过去两年WD 40 CO的营收复合增速更高（5.4% 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。
WD-40公司是全球知名的消费及工业维护用品生产商，核心产品为同名多功能防锈润滑剂，同时布局清洁剂、除油剂、特殊润滑产品等品类，业务覆盖全球170余个国家和地区，服务零售、工业、汽车后市场等多个领域。
ASLE vs WDFC — 直观对比
营收规模更大
WDFC
是对方的1.7倍
$90.9M
营收增速更快
WDFC
高出4.6%
-4.0%
净利率更高
WDFC
高出5.4%
5.9%
自由现金流更多
ASLE
多$727.0K
$9.1M
两年增速更快
WDFC
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $154.4M |
| 净利润 | $5.4M | $17.5M |
| 毛利率 | 34.1% | 56.2% |
| 营业利润率 | 7.8% | 15.1% |
| 净利率 | 5.9% | 11.3% |
| 营收同比 | -4.0% | 0.6% |
| 净利润同比 | 99.7% | -7.8% |
| 每股收益（稀释后） | $0.10 | $1.28 |
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ASLEWDFC
| Q4 25 | $90.9M | $154.4M | ||
| Q3 25 | $71.2M | $163.5M | ||
| Q2 25 | $107.4M | $156.9M | ||
| Q1 25 | $65.8M | $146.1M | ||
| Q4 24 | $94.7M | $153.5M | ||
| Q3 24 | $82.7M | $156.0M | ||
| Q2 24 | $77.1M | $155.0M | ||
| Q1 24 | $90.5M | $139.1M |
净利润ASLEWDFC
| Q4 25 | $5.4M | $17.5M | ||
| Q3 25 | $-120.0K | $21.2M | ||
| Q2 25 | $8.6M | $21.0M | ||
| Q1 25 | $-5.3M | $29.9M | ||
| Q4 24 | $2.7M | $18.9M | ||
| Q3 24 | $509.0K | $16.8M | ||
| Q2 24 | $-3.6M | $19.8M | ||
| Q1 24 | $6.3M | $15.5M |
毛利率ASLEWDFC
| Q4 25 | 34.1% | 56.2% | ||
| Q3 25 | 30.2% | 54.7% | ||
| Q2 25 | 32.9% | 56.2% | ||
| Q1 25 | 27.3% | 54.6% | ||
| Q4 24 | 31.4% | 54.8% | ||
| Q3 24 | 28.6% | 54.1% | ||
| Q2 24 | 28.2% | 53.1% | ||
| Q1 24 | 31.8% | 52.4% |
营业利润率ASLEWDFC
| Q4 25 | 7.8% | 15.1% | ||
| Q3 25 | 4.0% | 17.1% | ||
| Q2 25 | 11.7% | 17.4% | ||
| Q1 25 | -10.1% | 15.9% | ||
| Q4 24 | 5.2% | 16.4% | ||
| Q3 24 | 2.4% | 15.4% | ||
| Q2 24 | -2.4% | 17.5% | ||
| Q1 24 | 5.2% | 15.1% |
净利率ASLEWDFC
| Q4 25 | 5.9% | 11.3% | ||
| Q3 25 | -0.2% | 13.0% | ||
| Q2 25 | 8.0% | 13.4% | ||
| Q1 25 | -8.0% | 20.4% | ||
| Q4 24 | 2.9% | 12.3% | ||
| Q3 24 | 0.6% | 10.8% | ||
| Q2 24 | -4.7% | 12.8% | ||
| Q1 24 | 6.9% | 11.2% |
每股收益（稀释后）ASLEWDFC
| Q4 25 | $0.10 | $1.28 | ||
| Q3 25 | $0.00 | $1.57 | ||
| Q2 25 | $0.18 | $1.54 | ||
| Q1 25 | $-0.10 | $2.19 | ||
| Q4 24 | $0.05 | $1.39 | ||
| Q3 24 | $0.01 | $1.23 | ||
| Q2 24 | $-0.07 | $1.46 | ||
| Q1 24 | $0.12 | $1.14 |
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 | $48.6M |
| 总债务越低越好 | $1.3M | $85.7M |
| 股东权益账面价值 | $424.4M | $264.1M |
| 总资产 | $640.5M | $459.7M |
| 负债/权益比越低杠杆越低 | 0.00× | 0.32× |
8季度趋势，按日历期对齐
现金及短期投资ASLEWDFC
| Q4 25 | $4.4M | $48.6M | ||
| Q3 25 | $5.3M | $58.1M | ||
| Q2 25 | $5.7M | $51.7M | ||
| Q1 25 | $4.7M | $53.0M | ||
| Q4 24 | $4.7M | $54.9M | ||
| Q3 24 | $9.8M | $46.7M | ||
| Q2 24 | $4.3M | $45.3M | ||
| Q1 24 | $2.6M | $55.4M |
总债务ASLEWDFC
| Q4 25 | $1.3M | $85.7M | ||
| Q3 25 | $1.5M | $86.2M | ||
| Q2 25 | $907.0K | $85.6M | ||
| Q1 25 | $1.1M | $84.4M | ||
| Q4 24 | $1.2M | $84.6M | ||
| Q3 24 | $376.0K | $86.0M | ||
| Q2 24 | $522.0K | $85.5M | ||
| Q1 24 | $3.5M | $85.9M |
股东权益ASLEWDFC
| Q4 25 | $424.4M | $264.1M | ||
| Q3 25 | $417.1M | $268.2M | ||
| Q2 25 | $415.9M | $257.1M | ||
| Q1 25 | $406.5M | $242.1M | ||
| Q4 24 | $455.6M | $226.3M | ||
| Q3 24 | $451.5M | $230.5M | ||
| Q2 24 | $449.8M | $222.2M | ||
| Q1 24 | $452.0M | $216.3M |
总资产ASLEWDFC
| Q4 25 | $640.5M | $459.7M | ||
| Q3 25 | $646.3M | $475.8M | ||
| Q2 25 | $646.7M | $456.0M | ||
| Q1 25 | $646.1M | $458.3M | ||
| Q4 24 | $604.7M | $447.3M | ||
| Q3 24 | $601.5M | $449.0M | ||
| Q2 24 | $598.7M | $443.6M | ||
| Q1 24 | $571.7M | $442.0M |
负债/权益比ASLEWDFC
| Q4 25 | 0.00× | 0.32× | ||
| Q3 25 | 0.00× | 0.32× | ||
| Q2 25 | 0.00× | 0.33× | ||
| Q1 25 | 0.00× | 0.35× | ||
| Q4 24 | 0.00× | 0.37× | ||
| Q3 24 | 0.00× | 0.37× | ||
| Q2 24 | 0.00× | 0.38× | ||
| Q1 24 | 0.01× | 0.40× |
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 | $10.0M |
| 自由现金流经营现金流 - 资本支出 | $9.8M | $9.1M |
| 自由现金流率自由现金流/营收 | 10.8% | 5.9% |
| 资本支出强度资本支出/营收 | 1.7% | 0.6% |
| 现金转化率经营现金流/净利润 | 2.11× | 0.57× |
| 过去12个月自由现金流最近4个季度 | $-29.1M | $78.2M |
8季度趋势，按日历期对齐
经营现金流ASLEWDFC
| Q4 25 | $11.4M | $10.0M | ||
| Q3 25 | $-8.9M | $29.9M | ||
| Q2 25 | $19.8M | $35.1M | ||
| Q1 25 | $-45.2M | $8.0M | ||
| Q4 24 | $37.5M | $14.9M | ||
| Q3 24 | $10.4M | $27.2M | ||
| Q2 24 | $-15.3M | $19.9M | ||
| Q1 24 | $-21.5M | $18.0M |
自由现金流ASLEWDFC
| Q4 25 | $9.8M | $9.1M | ||
| Q3 25 | $-9.8M | $28.6M | ||
| Q2 25 | $18.6M | $34.0M | ||
| Q1 25 | $-47.6M | $6.6M | ||
| Q4 24 | $32.3M | $14.2M | ||
| Q3 24 | $8.9M | $26.4M | ||
| Q2 24 | $-18.9M | $18.7M | ||
| Q1 24 | $-25.0M | $16.7M |
自由现金流率ASLEWDFC
| Q4 25 | 10.8% | 5.9% | ||
| Q3 25 | -13.8% | 17.5% | ||
| Q2 25 | 17.3% | 21.6% | ||
| Q1 25 | -72.4% | 4.5% | ||
| Q4 24 | 34.0% | 9.3% | ||
| Q3 24 | 10.7% | 16.9% | ||
| Q2 24 | -24.6% | 12.0% | ||
| Q1 24 | -27.7% | 12.0% |
资本支出强度ASLEWDFC
| Q4 25 | 1.7% | 0.6% | ||
| Q3 25 | 1.3% | 0.8% | ||
| Q2 25 | 1.1% | 0.7% | ||
| Q1 25 | 3.7% | 0.9% | ||
| Q4 24 | 5.6% | 0.5% | ||
| Q3 24 | 1.9% | 0.5% | ||
| Q2 24 | 4.7% | 0.8% | ||
| Q1 24 | 3.9% | 0.9% |
现金转化率ASLEWDFC
| Q4 25 | 2.11× | 0.57× | ||
| Q3 25 | — | 1.41× | ||
| Q2 25 | 2.31× | 1.67× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | 13.89× | 0.79× | ||
| Q3 24 | 20.52× | 1.62× | ||
| Q2 24 | — | 1.00× | ||
| Q1 24 | -3.42× | 1.16× |
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% |
WDFC
| Other | $82.6M | 53% |
| WD40Multi Use Product | $56.0M | 36% |
| WD40Specialist | $9.0M | 6% |
| Other Maintenance Products | $4.0M | 3% |
| Homecare And Cleaning Products | $2.7M | 2% |
