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AerSale Corp（ASLE）与Weave Communications, Inc.（WEAV）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Weave Communications, Inc.的1.4倍（$90.9M vs $63.4M），AerSale Corp净利率更高（5.9% vs -2.9%，领先8.8%），Weave Communications, Inc.同比增速更快（17.0% vs -4.0%），AerSale Corp自由现金流更多（$9.8M vs $5.1M），过去两年Weave Communications, Inc.的营收复合增速更高（15.9% 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。
Weave Communications, Inc.是面向中小商家的一体化客户互动与通信平台提供商，产品涵盖云电话系统、预约排期、支付处理、评价管理、短信工具等，主要服务美加地区牙科、医疗、健身等本地服务领域的经营主体。
ASLE vs WEAV — 直观对比
营收规模更大
ASLE
是对方的1.4倍
$63.4M
营收增速更快
WEAV
高出21.1%
-4.0%
净利率更高
ASLE
高出8.8%
-2.9%
自由现金流更多
ASLE
多$4.7M
$5.1M
两年增速更快
WEAV
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $63.4M |
| 净利润 | $5.4M | $-1.8M |
| 毛利率 | 34.1% | 72.7% |
| 营业利润率 | 7.8% | -3.4% |
| 净利率 | 5.9% | -2.9% |
| 营收同比 | -4.0% | 17.0% |
| 净利润同比 | 99.7% | 72.5% |
| 每股收益（稀释后） | $0.10 | $-0.03 |
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ASLEWEAV
| Q4 25 | $90.9M | $63.4M | ||
| Q3 25 | $71.2M | $61.3M | ||
| Q2 25 | $107.4M | $58.5M | ||
| Q1 25 | $65.8M | $55.8M | ||
| Q4 24 | $94.7M | $54.2M | ||
| Q3 24 | $82.7M | $52.4M | ||
| Q2 24 | $77.1M | $50.6M | ||
| Q1 24 | $90.5M | $47.2M |
净利润ASLEWEAV
| Q4 25 | $5.4M | $-1.8M | ||
| Q3 25 | $-120.0K | $-8.7M | ||
| Q2 25 | $8.6M | $-8.7M | ||
| Q1 25 | $-5.3M | $-8.8M | ||
| Q4 24 | $2.7M | $-6.7M | ||
| Q3 24 | $509.0K | $-5.9M | ||
| Q2 24 | $-3.6M | $-8.6M | ||
| Q1 24 | $6.3M | $-7.2M |
毛利率ASLEWEAV
| Q4 25 | 34.1% | 72.7% | ||
| Q3 25 | 30.2% | 72.3% | ||
| Q2 25 | 32.9% | 71.7% | ||
| Q1 25 | 27.3% | 71.6% | ||
| Q4 24 | 31.4% | 72.1% | ||
| Q3 24 | 28.6% | 72.0% | ||
| Q2 24 | 28.2% | 71.4% | ||
| Q1 24 | 31.8% | 69.9% |
营业利润率ASLEWEAV
| Q4 25 | 7.8% | -3.4% | ||
| Q3 25 | 4.0% | -14.6% | ||
| Q2 25 | 11.7% | -17.4% | ||
| Q1 25 | -10.1% | -16.7% | ||
| Q4 24 | 5.2% | -13.6% | ||
| Q3 24 | 2.4% | -12.7% | ||
| Q2 24 | -2.4% | -18.3% | ||
| Q1 24 | 5.2% | -17.3% |
净利率ASLEWEAV
| Q4 25 | 5.9% | -2.9% | ||
| Q3 25 | -0.2% | -14.1% | ||
| Q2 25 | 8.0% | -14.9% | ||
| Q1 25 | -8.0% | -15.8% | ||
| Q4 24 | 2.9% | -12.4% | ||
| Q3 24 | 0.6% | -11.2% | ||
| Q2 24 | -4.7% | -16.9% | ||
| Q1 24 | 6.9% | -15.3% |
每股收益（稀释后）ASLEWEAV
| Q4 25 | $0.10 | $-0.03 | ||
| Q3 25 | $0.00 | $-0.11 | ||
| Q2 25 | $0.18 | $-0.11 | ||
| Q1 25 | $-0.10 | $-0.12 | ||
| Q4 24 | $0.05 | $-0.10 | ||
| Q3 24 | $0.01 | $-0.08 | ||
| Q2 24 | $-0.07 | $-0.12 | ||
| Q1 24 | $0.12 | $-0.10 |
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 | $55.0M |
| 总债务越低越好 | $1.3M | — |
| 股东权益账面价值 | $424.4M | $82.4M |
| 总资产 | $640.5M | $208.0M |
| 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ASLEWEAV
| Q4 25 | $4.4M | $55.0M | ||
| Q3 25 | $5.3M | $64.4M | ||
| Q2 25 | $5.7M | $44.7M | ||
| Q1 25 | $4.7M | $53.4M | ||
| Q4 24 | $4.7M | $51.6M | ||
| Q3 24 | $9.8M | $51.1M | ||
| Q2 24 | $4.3M | $51.7M | ||
| Q1 24 | $2.6M | $30.6M |
总债务ASLEWEAV
| 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ASLEWEAV
| Q4 25 | $424.4M | $82.4M | ||
| Q3 25 | $417.1M | $78.6M | ||
| Q2 25 | $415.9M | $78.9M | ||
| Q1 25 | $406.5M | $68.6M | ||
| Q4 24 | $455.6M | $67.0M | ||
| Q3 24 | $451.5M | $68.8M | ||
| Q2 24 | $449.8M | $69.8M | ||
| Q1 24 | $452.0M | $73.4M |
总资产ASLEWEAV
| Q4 25 | $640.5M | $208.0M | ||
| Q3 25 | $646.3M | $206.5M | ||
| Q2 25 | $646.7M | $204.3M | ||
| Q1 25 | $646.1M | $188.3M | ||
| Q4 24 | $604.7M | $188.9M | ||
| Q3 24 | $601.5M | $192.0M | ||
| Q2 24 | $598.7M | $191.2M | ||
| Q1 24 | $571.7M | $190.2M |
负债/权益比ASLEWEAV
| 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 | $6.2M |
| 自由现金流经营现金流 - 资本支出 | $9.8M | $5.1M |
| 自由现金流率自由现金流/营收 | 10.8% | 8.1% |
| 资本支出强度资本支出/营收 | 1.7% | 1.8% |
| 现金转化率经营现金流/净利润 | 2.11× | — |
| 过去12个月自由现金流最近4个季度 | $-29.1M | $15.2M |
8季度趋势，按日历期对齐
经营现金流ASLEWEAV
| Q4 25 | $11.4M | $6.2M | ||
| Q3 25 | $-8.9M | $6.1M | ||
| Q2 25 | $19.8M | $5.4M | ||
| Q1 25 | $-45.2M | $-219.0K | ||
| Q4 24 | $37.5M | $6.7M | ||
| Q3 24 | $10.4M | $4.5M | ||
| Q2 24 | $-15.3M | $22.7M | ||
| Q1 24 | $-21.5M | $-19.7M |
自由现金流ASLEWEAV
| Q4 25 | $9.8M | $5.1M | ||
| Q3 25 | $-9.8M | $5.8M | ||
| Q2 25 | $18.6M | $4.9M | ||
| Q1 25 | $-47.6M | $-663.0K | ||
| Q4 24 | $32.3M | $6.3M | ||
| Q3 24 | $8.9M | $4.0M | ||
| Q2 24 | $-18.9M | $21.9M | ||
| Q1 24 | $-25.0M | $-20.2M |
自由现金流率ASLEWEAV
| Q4 25 | 10.8% | 8.1% | ||
| Q3 25 | -13.8% | 9.4% | ||
| Q2 25 | 17.3% | 8.4% | ||
| Q1 25 | -72.4% | -1.2% | ||
| Q4 24 | 34.0% | 11.6% | ||
| Q3 24 | 10.7% | 7.5% | ||
| Q2 24 | -24.6% | 43.4% | ||
| Q1 24 | -27.7% | -42.9% |
资本支出强度ASLEWEAV
| Q4 25 | 1.7% | 1.8% | ||
| Q3 25 | 1.3% | 0.5% | ||
| Q2 25 | 1.1% | 0.9% | ||
| Q1 25 | 3.7% | 0.8% | ||
| Q4 24 | 5.6% | 0.7% | ||
| Q3 24 | 1.9% | 1.0% | ||
| Q2 24 | 4.7% | 1.5% | ||
| Q1 24 | 3.9% | 1.1% |
现金转化率ASLEWEAV
| Q4 25 | 2.11× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.31× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 13.89× | — | ||
| Q3 24 | 20.52× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | -3.42× | — |
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% |
WEAV
暂无分部数据
