vs
AerSale Corp（ASLE）与ZIPRECRUITER, INC.（ZIP）财务数据对比。点击上方公司名可切换其他公司
ZIPRECRUITER, INC.的季度营收约是AerSale Corp的1.2倍（$111.7M vs $90.9M），AerSale Corp净利率更高（5.9% vs -0.7%，领先6.7%），ZIPRECRUITER, INC.同比增速更快（0.6% vs -4.0%），AerSale Corp自由现金流更多（$9.8M vs $7.6M），过去两年AerSale Corp的营收复合增速更高（0.2% vs -4.4%）
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。
ZipRecruiter, Inc.是一家美国线上招聘平台企业，主打面向求职者与招聘方的求职招聘匹配服务，为双方提供高效对接的人才服务市场，帮助求职者快速找到适配岗位，也助力企业高效完成招聘需求。
ASLE vs ZIP — 直观对比
营收规模更大
ZIP
是对方的1.2倍
$90.9M
营收增速更快
ZIP
高出4.6%
-4.0%
净利率更高
ASLE
高出6.7%
-0.7%
自由现金流更多
ASLE
多$2.2M
$7.6M
两年增速更快
ASLE
近两年复合增速
-4.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $90.9M | $111.7M |
| 净利润 | $5.4M | $-835.0K |
| 毛利率 | 34.1% | 89.1% |
| 营业利润率 | 7.8% | 3.6% |
| 净利率 | 5.9% | -0.7% |
| 营收同比 | -4.0% | 0.6% |
| 净利润同比 | 99.7% | 92.3% |
| 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ASLEZIP
| Q4 25 | $90.9M | $111.7M | ||
| Q3 25 | $71.2M | $115.0M | ||
| Q2 25 | $107.4M | $112.2M | ||
| Q1 25 | $65.8M | $110.1M | ||
| Q4 24 | $94.7M | $111.0M | ||
| Q3 24 | $82.7M | $117.1M | ||
| Q2 24 | $77.1M | $123.7M | ||
| Q1 24 | $90.5M | $122.2M |
净利润ASLEZIP
| Q4 25 | $5.4M | $-835.0K | ||
| Q3 25 | $-120.0K | $-9.8M | ||
| Q2 25 | $8.6M | $-9.5M | ||
| Q1 25 | $-5.3M | $-12.8M | ||
| Q4 24 | $2.7M | $-10.8M | ||
| Q3 24 | $509.0K | $-2.6M | ||
| Q2 24 | $-3.6M | $7.0M | ||
| Q1 24 | $6.3M | $-6.5M |
毛利率ASLEZIP
| Q4 25 | 34.1% | 89.1% | ||
| Q3 25 | 30.2% | 89.1% | ||
| Q2 25 | 32.9% | 89.3% | ||
| Q1 25 | 27.3% | 89.4% | ||
| Q4 24 | 31.4% | 89.6% | ||
| Q3 24 | 28.6% | 89.4% | ||
| Q2 24 | 28.2% | 89.5% | ||
| Q1 24 | 31.8% | 89.1% |
营业利润率ASLEZIP
| Q4 25 | 7.8% | 3.6% | ||
| Q3 25 | 4.0% | -4.4% | ||
| Q2 25 | 11.7% | -5.9% | ||
| Q1 25 | -10.1% | -10.6% | ||
| Q4 24 | 5.2% | -3.6% | ||
| Q3 24 | 2.4% | -2.8% | ||
| Q2 24 | -2.4% | 7.6% | ||
| Q1 24 | 5.2% | -0.7% |
净利率ASLEZIP
| Q4 25 | 5.9% | -0.7% | ||
| Q3 25 | -0.2% | -8.5% | ||
| Q2 25 | 8.0% | -8.5% | ||
| Q1 25 | -8.0% | -11.7% | ||
| Q4 24 | 2.9% | -9.7% | ||
| Q3 24 | 0.6% | -2.2% | ||
| Q2 24 | -4.7% | 5.7% | ||
| Q1 24 | 6.9% | -5.3% |
每股收益（稀释后）ASLEZIP
| Q4 25 | $0.10 | $-0.03 | ||
| Q3 25 | $0.00 | $-0.11 | ||
| Q2 25 | $0.18 | $-0.10 | ||
| Q1 25 | $-0.10 | $-0.13 | ||
| Q4 24 | $0.05 | $-0.10 | ||
| Q3 24 | $0.01 | $-0.03 | ||
| Q2 24 | $-0.07 | $0.07 | ||
| Q1 24 | $0.12 | $-0.07 |
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 | $188.0M |
| 总债务越低越好 | $1.3M | — |
| 股东权益账面价值 | $424.4M | $-77.2M |
| 总资产 | $640.5M | $569.7M |
| 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ASLEZIP
| Q4 25 | $4.4M | $188.0M | ||
| Q3 25 | $5.3M | $211.8M | ||
| Q2 25 | $5.7M | $203.5M | ||
| Q1 25 | $4.7M | $221.1M | ||
| Q4 24 | $4.7M | $218.4M | ||
| Q3 24 | $9.8M | $225.6M | ||
| Q2 24 | $4.3M | $271.7M | ||
| Q1 24 | $2.6M | $282.5M |
总债务ASLEZIP
| 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ASLEZIP
| Q4 25 | $424.4M | $-77.2M | ||
| Q3 25 | $417.1M | $-76.1M | ||
| Q2 25 | $415.9M | $-65.9M | ||
| Q1 25 | $406.5M | $-11.3M | ||
| Q4 24 | $455.6M | $13.4M | ||
| Q3 24 | $451.5M | $13.6M | ||
| Q2 24 | $449.8M | $24.4M | ||
| Q1 24 | $452.0M | $12.7M |
总资产ASLEZIP
| Q4 25 | $640.5M | $569.7M | ||
| Q3 25 | $646.3M | $573.6M | ||
| Q2 25 | $646.7M | $592.4M | ||
| Q1 25 | $646.1M | $629.4M | ||
| Q4 24 | $604.7M | $664.1M | ||
| Q3 24 | $601.5M | $652.0M | ||
| Q2 24 | $598.7M | $665.3M | ||
| Q1 24 | $571.7M | $662.4M |
负债/权益比ASLEZIP
| 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 | $7.7M |
| 自由现金流经营现金流 - 资本支出 | $9.8M | $7.6M |
| 自由现金流率自由现金流/营收 | 10.8% | 6.8% |
| 资本支出强度资本支出/营收 | 1.7% | 0.1% |
| 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 | $9.9M |
8季度趋势，按日历期对齐
经营现金流ASLEZIP
| Q4 25 | $11.4M | $7.7M | ||
| Q3 25 | $-8.9M | $2.6M | ||
| Q2 25 | $19.8M | $10.5M | ||
| Q1 25 | $-45.2M | $-9.9M | ||
| Q4 24 | $37.5M | $12.5M | ||
| Q3 24 | $10.4M | $9.3M | ||
| Q2 24 | $-15.3M | $21.9M | ||
| Q1 24 | $-21.5M | $2.0M |
自由现金流ASLEZIP
| Q4 25 | $9.8M | $7.6M | ||
| Q3 25 | $-9.8M | $2.2M | ||
| Q2 25 | $18.6M | $10.2M | ||
| Q1 25 | $-47.6M | $-10.2M | ||
| Q4 24 | $32.3M | $12.0M | ||
| Q3 24 | $8.9M | $9.2M | ||
| Q2 24 | $-18.9M | $21.7M | ||
| Q1 24 | $-25.0M | $1.9M |
自由现金流率ASLEZIP
| Q4 25 | 10.8% | 6.8% | ||
| Q3 25 | -13.8% | 1.9% | ||
| Q2 25 | 17.3% | 9.1% | ||
| Q1 25 | -72.4% | -9.3% | ||
| Q4 24 | 34.0% | 10.8% | ||
| Q3 24 | 10.7% | 7.8% | ||
| Q2 24 | -24.6% | 17.6% | ||
| Q1 24 | -27.7% | 1.6% |
资本支出强度ASLEZIP
| Q4 25 | 1.7% | 0.1% | ||
| Q3 25 | 1.3% | 0.3% | ||
| Q2 25 | 1.1% | 0.3% | ||
| Q1 25 | 3.7% | 0.3% | ||
| Q4 24 | 5.6% | 0.4% | ||
| Q3 24 | 1.9% | 0.2% | ||
| Q2 24 | 4.7% | 0.1% | ||
| Q1 24 | 3.9% | 0.1% |
现金转化率ASLEZIP
| Q4 25 | 2.11× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.31× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 13.89× | — | ||
| Q3 24 | 20.52× | — | ||
| Q2 24 | — | 3.12× | ||
| 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% |
ZIP
| License | $84.3M | 75% |
| Services | $27.4M | 25% |
