vs
AeroVironment Inc（AVAV）与LendingClub Corp（LC）财务数据对比。点击上方公司名可切换其他公司
AeroVironment Inc的季度营收约是LendingClub Corp的1.9倍（$472.5M vs $252.3M），LendingClub Corp净利率更高（20.5% vs -3.6%，领先24.1%），AeroVironment Inc同比增速更快（181.9% vs 15.9%），过去两年AeroVironment Inc的营收复合增速更高（59.1% vs 16.1%）
AeroVironment是1971年由人力飞机设计师保罗·麦克里迪创立的美国国防科技企业，总部位于弗吉尼亚州阿灵顿，专注于自主系统、反无人机系统及航天系统的研发制造，为美国国防部及多国军方供应渡鸦、弹簧刀、黄蜂、美洲狮等系列中小型无人机产品。
LendingClub Corp是总部位于美国加利福尼亚州旧金山的金融服务企业，是全球首家将旗下产品作为证券完成注册的P2P借贷平台，同时支持贷款在二级市场交易。巅峰时期它是全球规模最大的P2P借贷平台，截至2015年12月31日，平台累计促成贷款发放额达159.8亿美元。
AVAV vs LC — 直观对比
营收规模更大
AVAV
是对方的1.9倍
$252.3M
营收增速更快
AVAV
高出166.0%
15.9%
净利率更高
LC
高出24.1%
-3.6%
两年增速更快
AVAV
近两年复合增速
16.1%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $472.5M | $252.3M |
| 净利润 | $-17.1M | $51.6M |
| 毛利率 | 22.0% | — |
| 营业利润率 | -6.4% | — |
| 净利率 | -3.6% | 20.5% |
| 营收同比 | 181.9% | 15.9% |
| 净利润同比 | -875.1% | 341.0% |
| 每股收益（稀释后） | $-0.34 | $0.44 |
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AVAVLC
| Q1 26 | — | $252.3M | ||
| Q4 25 | $472.5M | $266.5M | ||
| Q3 25 | $454.7M | $266.2M | ||
| Q2 25 | $275.1M | $248.4M | ||
| Q1 25 | $167.6M | $217.7M | ||
| Q4 24 | $188.5M | $217.2M | ||
| Q3 24 | $189.5M | $201.9M | ||
| Q2 24 | $197.0M | $187.2M |
净利润AVAVLC
| Q1 26 | — | $51.6M | ||
| Q4 25 | $-17.1M | — | ||
| Q3 25 | $-67.4M | $44.3M | ||
| Q2 25 | $16.7M | $38.2M | ||
| Q1 25 | $-1.8M | $11.7M | ||
| Q4 24 | $7.5M | — | ||
| Q3 24 | $21.2M | $14.5M | ||
| Q2 24 | $6.0M | $14.9M |
毛利率AVAVLC
| Q1 26 | — | — | ||
| Q4 25 | 22.0% | — | ||
| Q3 25 | 20.9% | — | ||
| Q2 25 | 36.5% | — | ||
| Q1 25 | 37.7% | — | ||
| Q4 24 | 39.1% | — | ||
| Q3 24 | 43.0% | — | ||
| Q2 24 | 38.4% | — |
营业利润率AVAVLC
| Q1 26 | — | — | ||
| Q4 25 | -6.4% | 18.8% | ||
| Q3 25 | -15.2% | 21.5% | ||
| Q2 25 | 5.0% | 21.7% | ||
| Q1 25 | -1.8% | 7.2% | ||
| Q4 24 | 3.7% | 5.1% | ||
| Q3 24 | 12.2% | 8.9% | ||
| Q2 24 | 3.0% | 10.4% |
净利率AVAVLC
| Q1 26 | — | 20.5% | ||
| Q4 25 | -3.6% | — | ||
| Q3 25 | -14.8% | 16.6% | ||
| Q2 25 | 6.1% | 15.4% | ||
| Q1 25 | -1.0% | 5.4% | ||
| Q4 24 | 4.0% | — | ||
| Q3 24 | 11.2% | 7.2% | ||
| Q2 24 | 3.1% | 8.0% |
每股收益（稀释后）AVAVLC
| Q1 26 | — | $0.44 | ||
| Q4 25 | $-0.34 | $0.36 | ||
| Q3 25 | $-1.44 | $0.37 | ||
| Q2 25 | $0.59 | $0.33 | ||
| Q1 25 | $-0.06 | $0.10 | ||
| Q4 24 | $0.27 | $0.08 | ||
| Q3 24 | $0.75 | $0.13 | ||
| Q2 24 | $0.18 | $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 | $588.5M | — |
| 总债务越低越好 | $747.5M | — |
| 股东权益账面价值 | $4.4B | $1.5B |
| 总资产 | $5.6B | $11.9B |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势，按日历期对齐
现金及短期投资AVAVLC
| Q1 26 | — | — | ||
| Q4 25 | $588.5M | — | ||
| Q3 25 | $685.8M | — | ||
| Q2 25 | $40.9M | — | ||
| Q1 25 | $47.0M | — | ||
| Q4 24 | $69.0M | — | ||
| Q3 24 | $81.2M | — | ||
| Q2 24 | $73.3M | — |
总债务AVAVLC
| Q1 26 | — | — | ||
| Q4 25 | $747.5M | $0 | ||
| Q3 25 | $747.5M | $0 | ||
| Q2 25 | $30.0M | $0 | ||
| Q1 25 | $25.0M | $0 | ||
| Q4 24 | $15.0M | $0 | ||
| Q3 24 | $17.5M | — | ||
| Q2 24 | $28.0M | — |
股东权益AVAVLC
| Q1 26 | — | $1.5B | ||
| Q4 25 | $4.4B | $1.5B | ||
| Q3 25 | $4.4B | $1.5B | ||
| Q2 25 | $886.5M | $1.4B | ||
| Q1 25 | $861.1M | $1.4B | ||
| Q4 24 | $858.4M | $1.3B | ||
| Q3 24 | $845.5M | $1.3B | ||
| Q2 24 | $822.7M | $1.3B |
总资产AVAVLC
| Q1 26 | — | $11.9B | ||
| Q4 25 | $5.6B | $11.6B | ||
| Q3 25 | $5.6B | $11.1B | ||
| Q2 25 | $1.1B | $10.8B | ||
| Q1 25 | $1.0B | $10.5B | ||
| Q4 24 | $1.0B | $10.6B | ||
| Q3 24 | $999.2M | $11.0B | ||
| Q2 24 | $1.0B | $9.6B |
负债/权益比AVAVLC
| Q1 26 | — | — | ||
| Q4 25 | 0.17× | 0.00× | ||
| Q3 25 | 0.17× | 0.00× | ||
| Q2 25 | 0.03× | 0.00× | ||
| Q1 25 | 0.03× | 0.00× | ||
| Q4 24 | 0.02× | 0.00× | ||
| Q3 24 | 0.02× | — | ||
| Q2 24 | 0.03× | — |
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 | $-45.1M | — |
| 自由现金流经营现金流 - 资本支出 | $-55.9M | — |
| 自由现金流率自由现金流/营收 | -11.8% | — |
| 资本支出强度资本支出/营收 | 2.3% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-240.7M | — |
8季度趋势，按日历期对齐
经营现金流AVAVLC
| Q1 26 | — | — | ||
| Q4 25 | $-45.1M | $-2.7B | ||
| Q3 25 | $-123.7M | $-770.8M | ||
| Q2 25 | $-264.0K | $-713.1M | ||
| Q1 25 | $-25.8M | $-339.3M | ||
| Q4 24 | $-3.6M | $-2.6B | ||
| Q3 24 | $28.4M | $-669.8M | ||
| Q2 24 | $-11.7M | $-932.5M |
自由现金流AVAVLC
| Q1 26 | — | — | ||
| Q4 25 | $-55.9M | $-2.9B | ||
| Q3 25 | $-146.5M | $-791.8M | ||
| Q2 25 | $-8.8M | $-803.8M | ||
| Q1 25 | $-29.6M | $-352.3M | ||
| Q4 24 | $-8.7M | $-2.7B | ||
| Q3 24 | $22.9M | $-682.3M | ||
| Q2 24 | $-20.8M | $-945.3M |
自由现金流率AVAVLC
| Q1 26 | — | — | ||
| Q4 25 | -11.8% | -1076.0% | ||
| Q3 25 | -32.2% | -297.4% | ||
| Q2 25 | -3.2% | -323.5% | ||
| Q1 25 | -17.7% | -161.8% | ||
| Q4 24 | -4.6% | -1237.8% | ||
| Q3 24 | 12.1% | -338.0% | ||
| Q2 24 | -10.5% | -504.9% |
资本支出强度AVAVLC
| Q1 26 | — | — | ||
| Q4 25 | 2.3% | 52.7% | ||
| Q3 25 | 5.0% | 7.9% | ||
| Q2 25 | 3.1% | 36.5% | ||
| Q1 25 | 2.3% | 6.0% | ||
| Q4 24 | 2.7% | 25.0% | ||
| Q3 24 | 2.9% | 6.2% | ||
| Q2 24 | 4.6% | 6.9% |
现金转化率AVAVLC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | -17.41× | ||
| Q2 25 | -0.02× | -18.68× | ||
| Q1 25 | — | -29.07× | ||
| Q4 24 | -0.48× | — | ||
| Q3 24 | 1.34× | -46.33× | ||
| Q2 24 | -1.93× | -62.57× |
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
AVAV
| Services | $130.2M | 28% |
| Cost Plus | $95.8M | 20% |
| Uncrewed Aircraft Systems | $89.8M | 19% |
| Space And Directed Energy | $53.2M | 11% |
| Non U.s.Government | $42.2M | 9% |
| TM | $31.9M | 7% |
| Other | $30.7M | 7% |
LC
暂无分部数据
