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AeroVironment Inc（AVAV）与医疗房产信托（SVC）财务数据对比。点击上方公司名可切换其他公司
AeroVironment Inc的季度营收约是医疗房产信托的1.6倍（$472.5M vs $296.5M），医疗房产信托净利率更高（-0.3% vs -3.6%，领先3.4%），AeroVironment Inc同比增速更快（181.9% vs -17.0%），AeroVironment Inc自由现金流更多（$-55.9M vs $-95.2M），过去两年AeroVironment Inc的营收复合增速更高（59.1% vs -6.1%）
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。
医疗房产信托（MPT）是总部位于阿拉巴马州伯明翰的国际房地产投资信托（REIT），主要在美国和欧洲地区收购投资医疗设施与营利性医疗控股公司。该公司的房产收购多采用售后回租模式，原产权方出售房产给MPT后成为承租租户，其租户普遍签订长期三净租约。
AVAV vs SVC — 直观对比
营收规模更大
AVAV
是对方的1.6倍
$296.5M
营收增速更快
AVAV
高出198.8%
-17.0%
净利率更高
SVC
高出3.4%
-3.6%
自由现金流更多
AVAV
多$39.3M
$-95.2M
两年增速更快
AVAV
近两年复合增速
-6.1%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $472.5M | $296.5M |
| 净利润 | $-17.1M | $-782.0K |
| 毛利率 | 22.0% | — |
| 营业利润率 | -6.4% | -3.9% |
| 净利率 | -3.6% | -0.3% |
| 营收同比 | 181.9% | -17.0% |
| 净利润同比 | -875.1% | 99.0% |
| 每股收益（稀释后） | $-0.34 | $-0.01 |
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AVAVSVC
| Q4 25 | $472.5M | $296.5M | ||
| Q3 25 | $454.7M | $377.6M | ||
| Q2 25 | $275.1M | $404.4M | ||
| Q1 25 | $167.6M | $335.0M | ||
| Q4 24 | $188.5M | $357.0M | ||
| Q3 24 | $189.5M | $390.9M | ||
| Q2 24 | $197.0M | $412.5M | ||
| Q1 24 | $186.6M | $336.2M |
净利润AVAVSVC
| Q4 25 | $-17.1M | $-782.0K | ||
| Q3 25 | $-67.4M | $-46.9M | ||
| Q2 25 | $16.7M | $-38.2M | ||
| Q1 25 | $-1.8M | $-116.4M | ||
| Q4 24 | $7.5M | $-76.4M | ||
| Q3 24 | $21.2M | $-46.9M | ||
| Q2 24 | $6.0M | $-73.8M | ||
| Q1 24 | $13.9M | $-78.4M |
毛利率AVAVSVC
| 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% | — | ||
| Q1 24 | 36.1% | — |
营业利润率AVAVSVC
| Q4 25 | -6.4% | -3.9% | ||
| Q3 25 | -15.2% | -12.8% | ||
| Q2 25 | 5.0% | -9.2% | ||
| Q1 25 | -1.8% | -33.3% | ||
| Q4 24 | 3.7% | -19.4% | ||
| Q3 24 | 12.2% | -12.8% | ||
| Q2 24 | 3.0% | -17.1% | ||
| Q1 24 | 7.7% | -21.4% |
净利率AVAVSVC
| Q4 25 | -3.6% | -0.3% | ||
| Q3 25 | -14.8% | -12.4% | ||
| Q2 25 | 6.1% | -9.4% | ||
| Q1 25 | -1.0% | -34.8% | ||
| Q4 24 | 4.0% | -21.4% | ||
| Q3 24 | 11.2% | -12.0% | ||
| Q2 24 | 3.1% | -17.9% | ||
| Q1 24 | 7.4% | -23.3% |
每股收益（稀释后）AVAVSVC
| Q4 25 | $-0.34 | $-0.01 | ||
| Q3 25 | $-1.44 | $-0.28 | ||
| Q2 25 | $0.59 | $-0.23 | ||
| Q1 25 | $-0.06 | $-0.70 | ||
| Q4 24 | $0.27 | $-0.46 | ||
| Q3 24 | $0.75 | $-0.28 | ||
| Q2 24 | $0.18 | $-0.45 | ||
| Q1 24 | $0.50 | $-0.48 |
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 | $346.8M |
| 总债务越低越好 | $747.5M | $5.5B |
| 股东权益账面价值 | $4.4B | $646.1M |
| 总资产 | $5.6B | $6.5B |
| 负债/权益比越低杠杆越低 | 0.17× | 8.52× |
8季度趋势，按日历期对齐
现金及短期投资AVAVSVC
| Q4 25 | $588.5M | $346.8M | ||
| Q3 25 | $685.8M | $417.4M | ||
| Q2 25 | $40.9M | $63.2M | ||
| Q1 25 | $47.0M | $80.1M | ||
| Q4 24 | $69.0M | $143.5M | ||
| Q3 24 | $81.2M | $48.6M | ||
| Q2 24 | $73.3M | $14.6M | ||
| Q1 24 | $107.7M | $71.3M |
总债务AVAVSVC
| Q4 25 | $747.5M | $5.5B | ||
| Q3 25 | $747.5M | — | ||
| Q2 25 | $30.0M | — | ||
| Q1 25 | $25.0M | — | ||
| Q4 24 | $15.0M | $5.8B | ||
| Q3 24 | $17.5M | — | ||
| Q2 24 | $28.0M | — | ||
| Q1 24 | $40.0M | — |
股东权益AVAVSVC
| Q4 25 | $4.4B | $646.1M | ||
| Q3 25 | $4.4B | $647.9M | ||
| Q2 25 | $886.5M | $695.9M | ||
| Q1 25 | $861.1M | $734.6M | ||
| Q4 24 | $858.4M | $851.9M | ||
| Q3 24 | $845.5M | $929.0M | ||
| Q2 24 | $822.7M | $1.0B | ||
| Q1 24 | $813.0M | $1.1B |
总资产AVAVSVC
| Q4 25 | $5.6B | $6.5B | ||
| Q3 25 | $5.6B | $7.0B | ||
| Q2 25 | $1.1B | $6.9B | ||
| Q1 25 | $1.0B | $7.0B | ||
| Q4 24 | $1.0B | $7.1B | ||
| Q3 24 | $999.2M | $7.1B | ||
| Q2 24 | $1.0B | $7.1B | ||
| Q1 24 | $980.3M | $7.2B |
负债/权益比AVAVSVC
| Q4 25 | 0.17× | 8.52× | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | 0.03× | — | ||
| Q1 25 | 0.03× | — | ||
| Q4 24 | 0.02× | 6.85× | ||
| Q3 24 | 0.02× | — | ||
| Q2 24 | 0.03× | — | ||
| Q1 24 | 0.05× | — |
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 | $-18.5M |
| 自由现金流经营现金流 - 资本支出 | $-55.9M | $-95.2M |
| 自由现金流率自由现金流/营收 | -11.8% | -32.1% |
| 资本支出强度资本支出/营收 | 2.3% | 25.9% |
| 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 | $-107.0M |
8季度趋势，按日历期对齐
经营现金流AVAVSVC
| Q4 25 | $-45.1M | $-18.5M | ||
| Q3 25 | $-123.7M | $98.1M | ||
| Q2 25 | $-264.0K | $-7.0K | ||
| Q1 25 | $-25.8M | $38.2M | ||
| Q4 24 | $-3.6M | $-9.7M | ||
| Q3 24 | $28.4M | $106.2M | ||
| Q2 24 | $-11.7M | $43.8M | ||
| Q1 24 | $52.6M | $-926.0K |
自由现金流AVAVSVC
| Q4 25 | $-55.9M | $-95.2M | ||
| Q3 25 | $-146.5M | $57.9M | ||
| Q2 25 | $-8.8M | $-46.6M | ||
| Q1 25 | $-29.6M | $-23.2M | ||
| Q4 24 | $-8.7M | $-88.9M | ||
| Q3 24 | $22.9M | $24.1M | ||
| Q2 24 | $-20.8M | $-22.3M | ||
| Q1 24 | $48.8M | $-77.2M |
自由现金流率AVAVSVC
| Q4 25 | -11.8% | -32.1% | ||
| Q3 25 | -32.2% | 15.3% | ||
| Q2 25 | -3.2% | -11.5% | ||
| Q1 25 | -17.7% | -6.9% | ||
| Q4 24 | -4.6% | -24.9% | ||
| Q3 24 | 12.1% | 6.2% | ||
| Q2 24 | -10.5% | -5.4% | ||
| Q1 24 | 26.1% | -23.0% |
资本支出强度AVAVSVC
| Q4 25 | 2.3% | 25.9% | ||
| Q3 25 | 5.0% | 10.6% | ||
| Q2 25 | 3.1% | 11.5% | ||
| Q1 25 | 2.3% | 18.3% | ||
| Q4 24 | 2.7% | 22.2% | ||
| Q3 24 | 2.9% | 21.0% | ||
| Q2 24 | 4.6% | 16.0% | ||
| Q1 24 | 2.0% | 22.7% |
现金转化率AVAVSVC
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -0.02× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -0.48× | — | ||
| Q3 24 | 1.34× | — | ||
| Q2 24 | -1.93× | — | ||
| Q1 24 | 3.79× | — |
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% |
SVC
暂无分部数据
