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AerSale Corp（ASLE）与Xperi Inc.（XPER）财务数据对比。点击上方公司名可切换其他公司
Xperi Inc.的季度营收约是AerSale Corp的1.3倍（$116.5M vs $90.9M），AerSale Corp净利率更高（5.9% vs -14.7%，领先20.6%），AerSale Corp同比增速更快（-4.0% vs -4.8%），AerSale Corp自由现金流更多（$9.8M vs $1.2M），过去两年AerSale Corp的营收复合增速更高（0.2% vs -1.0%）
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。
Xperi是一家美国跨国科技企业，总部位于加利福尼亚州圣何塞，专注研发消费电子与联网车载软件，以及宽带视频服务媒体平台，业务分为付费电视、消费电子、联网汽车与媒体平台四大板块，旗下拥有DTS、HD Radio、TiVo等知名品牌。
ASLE vs XPER — 直观对比
营收规模更大
XPER
是对方的1.3倍
$90.9M
营收增速更快
ASLE
高出0.8%
-4.8%
净利率更高
ASLE
高出20.6%
-14.7%
自由现金流更多
ASLE
多$8.6M
$1.2M
两年增速更快
ASLE
近两年复合增速
-1.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $116.5M |
| 净利润 | $5.4M | $-17.1M |
| 毛利率 | 34.1% | — |
| 营业利润率 | 7.8% | -12.7% |
| 净利率 | 5.9% | -14.7% |
| 营收同比 | -4.0% | -4.8% |
| 净利润同比 | 99.7% | -137.0% |
| 每股收益（稀释后） | $0.10 | $-0.37 |
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ASLEXPER
| Q4 25 | $90.9M | $116.5M | ||
| Q3 25 | $71.2M | $111.6M | ||
| Q2 25 | $107.4M | $105.9M | ||
| Q1 25 | $65.8M | $114.0M | ||
| Q4 24 | $94.7M | $122.4M | ||
| Q3 24 | $82.7M | $132.9M | ||
| Q2 24 | $77.1M | $119.6M | ||
| Q1 24 | $90.5M | $118.8M |
净利润ASLEXPER
| Q4 25 | $5.4M | $-17.1M | ||
| Q3 25 | $-120.0K | $-6.1M | ||
| Q2 25 | $8.6M | $-14.8M | ||
| Q1 25 | $-5.3M | $-18.4M | ||
| Q4 24 | $2.7M | $46.2M | ||
| Q3 24 | $509.0K | $-16.8M | ||
| Q2 24 | $-3.6M | $-30.3M | ||
| Q1 24 | $6.3M | $-13.1M |
毛利率ASLEXPER
| 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% | — | ||
| Q1 24 | 31.8% | — |
营业利润率ASLEXPER
| Q4 25 | 7.8% | -12.7% | ||
| Q3 25 | 4.0% | -1.2% | ||
| Q2 25 | 11.7% | -10.5% | ||
| Q1 25 | -10.1% | -14.4% | ||
| Q4 24 | 5.2% | -11.7% | ||
| Q3 24 | 2.4% | -14.0% | ||
| Q2 24 | -2.4% | -18.3% | ||
| Q1 24 | 5.2% | -27.2% |
净利率ASLEXPER
| Q4 25 | 5.9% | -14.7% | ||
| Q3 25 | -0.2% | -5.5% | ||
| Q2 25 | 8.0% | -14.0% | ||
| Q1 25 | -8.0% | -16.1% | ||
| Q4 24 | 2.9% | 37.8% | ||
| Q3 24 | 0.6% | -12.6% | ||
| Q2 24 | -4.7% | -25.3% | ||
| Q1 24 | 6.9% | -11.0% |
每股收益（稀释后）ASLEXPER
| Q4 25 | $0.10 | $-0.37 | ||
| Q3 25 | $0.00 | $-0.13 | ||
| Q2 25 | $0.18 | $-0.32 | ||
| Q1 25 | $-0.10 | $-0.41 | ||
| Q4 24 | $0.05 | $1.02 | ||
| Q3 24 | $0.01 | $-0.37 | ||
| Q2 24 | $-0.07 | $-0.67 | ||
| Q1 24 | $0.12 | $-0.29 |
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 | $96.8M |
| 总债务越低越好 | $1.3M | $27.7M |
| 股东权益账面价值 | $424.4M | $414.1M |
| 总资产 | $640.5M | $615.8M |
| 负债/权益比越低杠杆越低 | 0.00× | 0.07× |
8季度趋势，按日历期对齐
现金及短期投资ASLEXPER
| Q4 25 | $4.4M | $96.8M | ||
| Q3 25 | $5.3M | $96.8M | ||
| Q2 25 | $5.7M | $95.1M | ||
| Q1 25 | $4.7M | $88.0M | ||
| Q4 24 | $4.7M | $130.6M | ||
| Q3 24 | $9.8M | $72.7M | ||
| Q2 24 | $4.3M | $92.5M | ||
| Q1 24 | $2.6M | $95.2M |
总债务ASLEXPER
| Q4 25 | $1.3M | $27.7M | ||
| Q3 25 | $1.5M | $27.7M | ||
| Q2 25 | $907.0K | $27.7M | ||
| Q1 25 | $1.1M | $27.7M | ||
| Q4 24 | $1.2M | $27.7M | ||
| Q3 24 | $376.0K | $27.7M | ||
| Q2 24 | $522.0K | $27.7M | ||
| Q1 24 | $3.5M | $27.7M |
股东权益ASLEXPER
| Q4 25 | $424.4M | $414.1M | ||
| Q3 25 | $417.1M | $421.0M | ||
| Q2 25 | $415.9M | $419.8M | ||
| Q1 25 | $406.5M | $418.9M | ||
| Q4 24 | $455.6M | $429.1M | ||
| Q3 24 | $451.5M | $377.4M | ||
| Q2 24 | $449.8M | $388.7M | ||
| Q1 24 | $452.0M | $399.1M |
总资产ASLEXPER
| Q4 25 | $640.5M | $615.8M | ||
| Q3 25 | $646.3M | $628.8M | ||
| Q2 25 | $646.7M | $629.2M | ||
| Q1 25 | $646.1M | $633.5M | ||
| Q4 24 | $604.7M | $667.8M | ||
| Q3 24 | $601.5M | $616.2M | ||
| Q2 24 | $598.7M | $619.2M | ||
| Q1 24 | $571.7M | $630.4M |
负债/权益比ASLEXPER
| Q4 25 | 0.00× | 0.07× | ||
| Q3 25 | 0.00× | 0.07× | ||
| Q2 25 | 0.00× | 0.07× | ||
| Q1 25 | 0.00× | 0.07× | ||
| Q4 24 | 0.00× | 0.06× | ||
| Q3 24 | 0.00× | 0.07× | ||
| Q2 24 | 0.00× | 0.07× | ||
| Q1 24 | 0.01× | 0.07× |
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 | $4.1M |
| 自由现金流经营现金流 - 资本支出 | $9.8M | $1.2M |
| 自由现金流率自由现金流/营收 | 10.8% | 1.0% |
| 资本支出强度资本支出/营收 | 1.7% | 2.5% |
| 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 | $-5.9M |
8季度趋势，按日历期对齐
经营现金流ASLEXPER
| Q4 25 | $11.4M | $4.1M | ||
| Q3 25 | $-8.9M | $7.5M | ||
| Q2 25 | $19.8M | $10.1M | ||
| Q1 25 | $-45.2M | $-22.3M | ||
| Q4 24 | $37.5M | $1.2M | ||
| Q3 24 | $10.4M | $-4.6M | ||
| Q2 24 | $-15.3M | $-2.1M | ||
| Q1 24 | $-21.5M | $-49.8M |
自由现金流ASLEXPER
| Q4 25 | $9.8M | $1.2M | ||
| Q3 25 | $-9.8M | $6.7M | ||
| Q2 25 | $18.6M | $9.5M | ||
| Q1 25 | $-47.6M | $-23.3M | ||
| Q4 24 | $32.3M | $-510.0K | ||
| Q3 24 | $8.9M | $-5.6M | ||
| Q2 24 | $-18.9M | $-2.6M | ||
| Q1 24 | $-25.0M | $-51.6M |
自由现金流率ASLEXPER
| Q4 25 | 10.8% | 1.0% | ||
| Q3 25 | -13.8% | 6.0% | ||
| Q2 25 | 17.3% | 9.0% | ||
| Q1 25 | -72.4% | -20.5% | ||
| Q4 24 | 34.0% | -0.4% | ||
| Q3 24 | 10.7% | -4.2% | ||
| Q2 24 | -24.6% | -2.2% | ||
| Q1 24 | -27.7% | -43.4% |
资本支出强度ASLEXPER
| Q4 25 | 1.7% | 2.5% | ||
| Q3 25 | 1.3% | 0.7% | ||
| Q2 25 | 1.1% | 0.5% | ||
| Q1 25 | 3.7% | 0.9% | ||
| Q4 24 | 5.6% | 1.4% | ||
| Q3 24 | 1.9% | 0.8% | ||
| Q2 24 | 4.7% | 0.4% | ||
| Q1 24 | 3.9% | 1.6% |
现金转化率ASLEXPER
| Q4 25 | 2.11× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.31× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 13.89× | 0.03× | ||
| 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% |
XPER
| Pay TV | $56.2M | 48% |
| Connected Car | $31.3M | 27% |
| Consumer Electronics | $17.2M | 15% |
| Media Platform | $11.8M | 10% |
