vs
AerSale Corp(ASLE)与WisdomTree, Inc.(WT)财务数据对比。点击上方公司名可切换其他公司
WisdomTree, Inc.的季度营收约是AerSale Corp的1.8倍($159.5M vs $90.9M),WisdomTree, Inc.净利率更高(25.5% vs 5.9%,领先19.5%),WisdomTree, Inc.同比增速更快(47.5% vs -4.0%),过去两年WisdomTree, Inc.的营收复合增速更高(22.1% 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。
WisdomTree, Inc.是总部位于纽约的全球ETF(交易型开放式指数基金)及交易所交易产品发行方与资产管理机构,2006年6月推出首批ETF产品,目前是美国主流ETF供应商之一。其发行的ETF覆盖全球不同资产类别与地区市场,产品线涵盖美国及国际股票、货币、固定收益及另类投资等品类。
ASLE vs WT — 直观对比
营收规模更大
WT
是对方的1.8倍
$90.9M
营收增速更快
WT
高出51.6%
-4.0%
净利率更高
WT
高出19.5%
5.9%
两年增速更快
WT
近两年复合增速
0.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $90.9M | $159.5M |
| 净利润 | $5.4M | $40.6M |
| 毛利率 | 34.1% | — |
| 营业利润率 | 7.8% | 37.2% |
| 净利率 | 5.9% | 25.5% |
| 营收同比 | -4.0% | 47.5% |
| 净利润同比 | 99.7% | 76.4% |
| 每股收益(稀释后) | $0.10 | $0.28 |
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
ASLE
WT
| Q1 26 | — | $159.5M | ||
| Q4 25 | $90.9M | $147.4M | ||
| Q3 25 | $71.2M | $125.6M | ||
| Q2 25 | $107.4M | $112.6M | ||
| Q1 25 | $65.8M | $108.1M | ||
| Q4 24 | $94.7M | $110.7M | ||
| Q3 24 | $82.7M | $113.2M | ||
| Q2 24 | $77.1M | $107.0M |
净利润
ASLE
WT
| Q1 26 | — | $40.6M | ||
| Q4 25 | $5.4M | $40.0M | ||
| Q3 25 | $-120.0K | $19.7M | ||
| Q2 25 | $8.6M | $24.8M | ||
| Q1 25 | $-5.3M | $24.6M | ||
| Q4 24 | $2.7M | $27.3M | ||
| Q3 24 | $509.0K | $-4.5M | ||
| Q2 24 | $-3.6M | $21.8M |
毛利率
ASLE
WT
| 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
ASLE
WT
| Q1 26 | — | 37.2% | ||
| Q4 25 | 7.8% | 40.5% | ||
| Q3 25 | 4.0% | 36.3% | ||
| Q2 25 | 11.7% | 30.8% | ||
| Q1 25 | -10.1% | 31.6% | ||
| Q4 24 | 5.2% | 31.7% | ||
| Q3 24 | 2.4% | 36.0% | ||
| Q2 24 | -2.4% | 31.3% |
净利率
ASLE
WT
| Q1 26 | — | 25.5% | ||
| Q4 25 | 5.9% | 27.1% | ||
| Q3 25 | -0.2% | 15.7% | ||
| Q2 25 | 8.0% | 22.0% | ||
| Q1 25 | -8.0% | 22.8% | ||
| Q4 24 | 2.9% | 24.7% | ||
| Q3 24 | 0.6% | -4.0% | ||
| Q2 24 | -4.7% | 20.3% |
每股收益(稀释后)
ASLE
WT
| Q1 26 | — | $0.28 | ||
| Q4 25 | $0.10 | $0.28 | ||
| Q3 25 | $0.00 | $0.13 | ||
| Q2 25 | $0.18 | $0.17 | ||
| Q1 25 | $-0.10 | $0.17 | ||
| Q4 24 | $0.05 | $0.20 | ||
| Q3 24 | $0.01 | $-0.13 | ||
| Q2 24 | $-0.07 | $0.13 |
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 | — |
| 总债务越低越好 | $1.3M | — |
| 股东权益账面价值 | $424.4M | — |
| 总资产 | $640.5M | $1.8B |
| 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
ASLE
WT
| Q1 26 | — | — | ||
| Q4 25 | $4.4M | — | ||
| Q3 25 | $5.3M | — | ||
| Q2 25 | $5.7M | — | ||
| Q1 25 | $4.7M | — | ||
| Q4 24 | $4.7M | — | ||
| Q3 24 | $9.8M | — | ||
| Q2 24 | $4.3M | $132.5M |
总债务
ASLE
WT
| 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
ASLE
WT
| Q1 26 | — | — | ||
| Q4 25 | $424.4M | $413.7M | ||
| Q3 25 | $417.1M | $373.4M | ||
| Q2 25 | $415.9M | $445.1M | ||
| Q1 25 | $406.5M | $415.6M | ||
| Q4 24 | $455.6M | $400.0M | ||
| Q3 24 | $451.5M | $374.9M | ||
| Q2 24 | $449.8M | $445.6M |
总资产
ASLE
WT
| Q1 26 | — | $1.8B | ||
| Q4 25 | $640.5M | $1.5B | ||
| Q3 25 | $646.3M | $1.4B | ||
| Q2 25 | $646.7M | $1.1B | ||
| Q1 25 | $646.1M | $1.0B | ||
| Q4 24 | $604.7M | $1.0B | ||
| Q3 24 | $601.5M | $1.0B | ||
| Q2 24 | $598.7M | $964.1M |
负债/权益比
ASLE
WT
| 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 | $18.0M |
| 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% | — |
| 现金转化率经营现金流/净利润 | 2.11× | 0.44× |
| 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
ASLE
WT
| Q1 26 | — | $18.0M | ||
| Q4 25 | $11.4M | $147.9M | ||
| Q3 25 | $-8.9M | $48.1M | ||
| Q2 25 | $19.8M | $38.8M | ||
| Q1 25 | $-45.2M | $6.4M | ||
| Q4 24 | $37.5M | $113.5M | ||
| Q3 24 | $10.4M | $47.7M | ||
| Q2 24 | $-15.3M | $32.2M |
自由现金流
ASLE
WT
| Q1 26 | — | — | ||
| Q4 25 | $9.8M | $147.7M | ||
| Q3 25 | $-9.8M | $48.0M | ||
| Q2 25 | $18.6M | $38.7M | ||
| Q1 25 | $-47.6M | $6.3M | ||
| Q4 24 | $32.3M | $113.3M | ||
| Q3 24 | $8.9M | $47.7M | ||
| Q2 24 | $-18.9M | $32.2M |
自由现金流率
ASLE
WT
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | 100.2% | ||
| Q3 25 | -13.8% | 38.2% | ||
| Q2 25 | 17.3% | 34.4% | ||
| Q1 25 | -72.4% | 5.9% | ||
| Q4 24 | 34.0% | 102.4% | ||
| Q3 24 | 10.7% | 42.1% | ||
| Q2 24 | -24.6% | 30.1% |
资本支出强度
ASLE
WT
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | 0.1% | ||
| Q3 25 | 1.3% | 0.0% | ||
| Q2 25 | 1.1% | 0.1% | ||
| Q1 25 | 3.7% | 0.0% | ||
| Q4 24 | 5.6% | 0.1% | ||
| Q3 24 | 1.9% | 0.0% | ||
| Q2 24 | 4.7% | 0.0% |
现金转化率
ASLE
WT
| Q1 26 | — | 0.44× | ||
| Q4 25 | 2.11× | 3.70× | ||
| Q3 25 | — | 2.44× | ||
| Q2 25 | 2.31× | 1.57× | ||
| Q1 25 | — | 0.26× | ||
| Q4 24 | 13.89× | 4.15× | ||
| Q3 24 | 20.52× | — | ||
| Q2 24 | — | 1.48× |
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% |
WT
| Advisory fees | $134.9M | 85% |
| Other | $6.1M | 4% |
| Third-party distribution fees | $5.8M | 4% |
| Management fees | $5.2M | 3% |
| Sales and business development | $4.2M | 3% |
| Professional fees | $3.3M | 2% |