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AeroVironment Inc（AVAV）与埃尔比特系统（UAVS）财务数据对比。点击上方公司名可切换其他公司
AeroVironment Inc的季度营收约是埃尔比特系统的239.8倍（$472.5M vs $2.0M）。AeroVironment Inc净利率更高（-3.6% vs -132.7%，领先129.1%）。AeroVironment Inc同比增速更快（181.9% vs -40.0%）。埃尔比特系统自由现金流更多（$-3.3M vs $-55.9M）。过去两年AeroVironment Inc的营收复合增速更高（59.1% vs -17.9%）
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。
埃尔比特系统有限公司是一家总部位于以色列的国际军事技术企业与国防承包商，由艾尔隆集团于1966年创立。该公司是以色列陆军陆基装备与军用无人机的核心供应商，在以色列国防工业领域占据重要地位
AVAV vs UAVS — 直观对比
营收规模更大
AVAV
是对方的239.8倍
$2.0M
营收增速更快
AVAV
高出221.9%
-40.0%
净利率更高
AVAV
高出129.1%
-132.7%
自由现金流更多
UAVS
多$52.6M
$-55.9M
两年增速更快
AVAV
近两年复合增速
-17.9%
损益表 — Q3 2026 vs Q3 2025
| 指标 | | |
|---|---|---|
| 营收 | $472.5M | $2.0M |
| 净利润 | $-17.1M | $-2.6M |
| 毛利率 | 22.0% | 38.5% |
| 营业利润率 | -6.4% | -160.1% |
| 净利率 | -3.6% | -132.7% |
| 营收同比 | 181.9% | -40.0% |
| 净利润同比 | -875.1% | 24.4% |
| 每股收益（稀释后） | $-0.34 | $-0.09 |
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AVAVUAVS
| Q4 25 | $472.5M | — | ||
| Q3 25 | $454.7M | $2.0M | ||
| Q2 25 | $275.1M | $4.2M | ||
| Q1 25 | $167.6M | $3.6M | ||
| Q4 24 | $188.5M | $2.8M | ||
| Q3 24 | $189.5M | $3.3M | ||
| Q2 24 | $197.0M | $3.4M | ||
| Q1 24 | $186.6M | $3.9M |
净利润AVAVUAVS
| Q4 25 | $-17.1M | — | ||
| Q3 25 | $-67.4M | $-2.6M | ||
| Q2 25 | $16.7M | $-1.3M | ||
| Q1 25 | $-1.8M | $7.1M | ||
| Q4 24 | $7.5M | $-22.3M | ||
| Q3 24 | $21.2M | $-3.5M | ||
| Q2 24 | $6.0M | $-2.9M | ||
| Q1 24 | $13.9M | $-6.3M |
毛利率AVAVUAVS
| Q4 25 | 22.0% | — | ||
| Q3 25 | 20.9% | 38.5% | ||
| Q2 25 | 36.5% | 55.7% | ||
| Q1 25 | 37.7% | 58.5% | ||
| Q4 24 | 39.1% | 40.6% | ||
| Q3 24 | 43.0% | 49.7% | ||
| Q2 24 | 38.4% | 45.8% | ||
| Q1 24 | 36.1% | 50.2% |
营业利润率AVAVUAVS
| Q4 25 | -6.4% | — | ||
| Q3 25 | -15.2% | -160.1% | ||
| Q2 25 | 5.0% | -49.3% | ||
| Q1 25 | -1.8% | -27.5% | ||
| Q4 24 | 3.7% | -207.0% | ||
| Q3 24 | 12.2% | -56.7% | ||
| Q2 24 | 3.0% | -74.9% | ||
| Q1 24 | 7.7% | -61.5% |
净利率AVAVUAVS
| Q4 25 | -3.6% | — | ||
| Q3 25 | -14.8% | -132.7% | ||
| Q2 25 | 6.1% | -30.5% | ||
| Q1 25 | -1.0% | 193.5% | ||
| Q4 24 | 4.0% | -791.9% | ||
| Q3 24 | 11.2% | -105.3% | ||
| Q2 24 | 3.1% | -86.4% | ||
| Q1 24 | 7.4% | -162.2% |
每股收益（稀释后）AVAVUAVS
| Q4 25 | $-0.34 | — | ||
| Q3 25 | $-1.44 | $-0.09 | ||
| Q2 25 | $0.59 | $-0.32 | ||
| Q1 25 | $-0.06 | $-0.09 | ||
| Q4 24 | $0.27 | $52.35 | ||
| Q3 24 | $0.75 | $-16.03 | ||
| Q2 24 | $0.18 | $-12.06 | ||
| Q1 24 | $0.50 | $-70.50 |
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 | $28.3M |
| 总资产 | $5.6B | $34.5M |
| 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AVAVUAVS
| Q4 25 | $588.5M | — | ||
| Q3 25 | $685.8M | — | ||
| Q2 25 | $40.9M | — | ||
| Q1 25 | $47.0M | $3.8M | ||
| Q4 24 | $69.0M | $3.6M | ||
| Q3 24 | $81.2M | $265.1K | ||
| Q2 24 | $73.3M | $977.2K | ||
| Q1 24 | $107.7M | $822.9K |
总债务AVAVUAVS
| Q4 25 | $747.5M | — | ||
| Q3 25 | $747.5M | — | ||
| Q2 25 | $30.0M | — | ||
| Q1 25 | $25.0M | $420.4K | ||
| Q4 24 | $15.0M | — | ||
| Q3 24 | $17.5M | — | ||
| Q2 24 | $28.0M | — | ||
| Q1 24 | $40.0M | — |
股东权益AVAVUAVS
| Q4 25 | $4.4B | — | ||
| Q3 25 | $4.4B | $28.3M | ||
| Q2 25 | $886.5M | $16.3M | ||
| Q1 25 | $861.1M | $4.2M | ||
| Q4 24 | $858.4M | $-5.7M | ||
| Q3 24 | $845.5M | $6.2M | ||
| Q2 24 | $822.7M | $8.1M | ||
| Q1 24 | $813.0M | $9.1M |
总资产AVAVUAVS
| Q4 25 | $5.6B | — | ||
| Q3 25 | $5.6B | $34.5M | ||
| Q2 25 | $1.1B | $23.2M | ||
| Q1 25 | $1.0B | $20.2M | ||
| Q4 24 | $1.0B | $20.6M | ||
| Q3 24 | $999.2M | $22.0M | ||
| Q2 24 | $1.0B | $22.8M | ||
| Q1 24 | $980.3M | $23.2M |
负债/权益比AVAVUAVS
| Q4 25 | 0.17× | — | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | 0.03× | — | ||
| Q1 25 | 0.03× | 0.10× | ||
| Q4 24 | 0.02× | — | ||
| 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 | $-3.3M |
| 自由现金流经营现金流 - 资本支出 | $-55.9M | $-3.3M |
| 自由现金流率自由现金流/营收 | -11.8% | -168.0% |
| 资本支出强度资本支出/营收 | 2.3% | 0.7% |
| 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 | $-9.9M |
8季度趋势，按日历期对齐
经营现金流AVAVUAVS
| Q4 25 | $-45.1M | — | ||
| Q3 25 | $-123.7M | $-3.3M | ||
| Q2 25 | $-264.0K | $-2.7M | ||
| Q1 25 | $-25.8M | $-1.3M | ||
| Q4 24 | $-3.6M | $-2.5M | ||
| Q3 24 | $28.4M | $-1.1M | ||
| Q2 24 | $-11.7M | $-1.4M | ||
| Q1 24 | $52.6M | $-1.6M |
自由现金流AVAVUAVS
| Q4 25 | $-55.9M | — | ||
| Q3 25 | $-146.5M | $-3.3M | ||
| Q2 25 | $-8.8M | $-2.8M | ||
| Q1 25 | $-29.6M | $-1.3M | ||
| Q4 24 | $-8.7M | $-2.5M | ||
| Q3 24 | $22.9M | $-1.1M | ||
| Q2 24 | $-20.8M | $-1.4M | ||
| Q1 24 | $48.8M | $-1.6M |
自由现金流率AVAVUAVS
| Q4 25 | -11.8% | — | ||
| Q3 25 | -32.2% | -168.0% | ||
| Q2 25 | -3.2% | -65.7% | ||
| Q1 25 | -17.7% | -35.8% | ||
| Q4 24 | -4.6% | -89.7% | ||
| Q3 24 | 12.1% | -32.7% | ||
| Q2 24 | -10.5% | -42.5% | ||
| Q1 24 | 26.1% | -40.5% |
资本支出强度AVAVUAVS
| Q4 25 | 2.3% | — | ||
| Q3 25 | 5.0% | 0.7% | ||
| Q2 25 | 3.1% | 0.3% | ||
| Q1 25 | 2.3% | 0.3% | ||
| Q4 24 | 2.7% | 0.5% | ||
| Q3 24 | 2.9% | 0.0% | ||
| Q2 24 | 4.6% | 0.4% | ||
| Q1 24 | 2.0% | 0.6% |
现金转化率AVAVUAVS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -0.02× | — | ||
| Q1 25 | — | -0.18× | ||
| 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% |
UAVS
暂无分部数据
