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AeroVironment Inc（AVAV）与Walker & Dunlop, Inc.（WD）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Walker & Dunlop, Inc.的1.4倍（$472.5M vs $340.0M），AeroVironment Inc净利率更高（-3.6% vs -12.9%，领先9.3%），AeroVironment Inc同比增速更快（181.9% vs -0.4%），AeroVironment Inc自由现金流更多（$-55.9M vs $-680.1M），过去两年AeroVironment Inc的营收复合增速更高（59.1% vs 22.1%）
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。
Walker & Dunlop, Inc.是美国乃至全球规模领先的商业地产金融与咨询服务机构，为客户提供覆盖商业地产领域的多元金融解决方案及专业咨询服务，业务辐射全球多个市场，在行业内拥有深厚的资源积累与广泛的市场认可度。
AVAV vs WD — 直观对比
营收规模更大
AVAV
是对方的1.4倍
$340.0M
营收增速更快
AVAV
高出182.3%
-0.4%
净利率更高
AVAV
高出9.3%
-12.9%
自由现金流更多
AVAV
多$624.2M
$-680.1M
两年增速更快
AVAV
近两年复合增速
22.1%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $472.5M | $340.0M |
| 净利润 | $-17.1M | $-13.9M |
| 毛利率 | 22.0% | — |
| 营业利润率 | -6.4% | -17.2% |
| 净利率 | -3.6% | -12.9% |
| 营收同比 | 181.9% | -0.4% |
| 净利润同比 | -875.1% | -131.0% |
| 每股收益（稀释后） | $-0.34 | $-0.41 |
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AVAVWD
| Q4 25 | $472.5M | $340.0M | ||
| Q3 25 | $454.7M | $337.7M | ||
| Q2 25 | $275.1M | $319.2M | ||
| Q1 25 | $167.6M | $237.4M | ||
| Q4 24 | $188.5M | $341.5M | ||
| Q3 24 | $189.5M | $292.3M | ||
| Q2 24 | $197.0M | $270.7M | ||
| Q1 24 | $186.6M | $228.1M |
净利润AVAVWD
| Q4 25 | $-17.1M | $-13.9M | ||
| Q3 25 | $-67.4M | $33.5M | ||
| Q2 25 | $16.7M | $34.0M | ||
| Q1 25 | $-1.8M | $2.8M | ||
| Q4 24 | $7.5M | $44.8M | ||
| Q3 24 | $21.2M | $28.8M | ||
| Q2 24 | $6.0M | $22.7M | ||
| Q1 24 | $13.9M | $11.9M |
毛利率AVAVWD
| 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AVAVWD
| Q4 25 | -6.4% | -17.2% | ||
| Q3 25 | -15.2% | 13.6% | ||
| Q2 25 | 5.0% | 14.5% | ||
| Q1 25 | -1.8% | 2.2% | ||
| Q4 24 | 3.7% | 15.3% | ||
| Q3 24 | 12.2% | 12.8% | ||
| Q2 24 | 3.0% | 10.4% | ||
| Q1 24 | 7.7% | 6.0% |
净利率AVAVWD
| Q4 25 | -3.6% | -12.9% | ||
| Q3 25 | -14.8% | 9.9% | ||
| Q2 25 | 6.1% | 10.6% | ||
| Q1 25 | -1.0% | 1.2% | ||
| Q4 24 | 4.0% | 13.1% | ||
| Q3 24 | 11.2% | 9.9% | ||
| Q2 24 | 3.1% | 8.4% | ||
| Q1 24 | 7.4% | 5.2% |
每股收益（稀释后）AVAVWD
| Q4 25 | $-0.34 | $-0.41 | ||
| Q3 25 | $-1.44 | $0.98 | ||
| Q2 25 | $0.59 | $0.99 | ||
| Q1 25 | $-0.06 | $0.08 | ||
| Q4 24 | $0.27 | $1.32 | ||
| Q3 24 | $0.75 | $0.85 | ||
| Q2 24 | $0.18 | $0.67 | ||
| Q1 24 | $0.50 | $0.35 |
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 | $299.3M |
| 总债务越低越好 | $747.5M | — |
| 股东权益账面价值 | $4.4B | $1.7B |
| 总资产 | $5.6B | $5.1B |
| 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AVAVWD
| Q4 25 | $588.5M | $299.3M | ||
| Q3 25 | $685.8M | $274.8M | ||
| Q2 25 | $40.9M | $233.7M | ||
| Q1 25 | $47.0M | $181.0M | ||
| Q4 24 | $69.0M | $279.3M | ||
| Q3 24 | $81.2M | $179.8M | ||
| Q2 24 | $73.3M | $208.1M | ||
| Q1 24 | $107.7M | $216.5M |
总债务AVAVWD
| Q4 25 | $747.5M | — | ||
| Q3 25 | $747.5M | — | ||
| Q2 25 | $30.0M | — | ||
| Q1 25 | $25.0M | — | ||
| Q4 24 | $15.0M | — | ||
| Q3 24 | $17.5M | — | ||
| Q2 24 | $28.0M | — | ||
| Q1 24 | $40.0M | — |
股东权益AVAVWD
| Q4 25 | $4.4B | $1.7B | ||
| Q3 25 | $4.4B | $1.8B | ||
| Q2 25 | $886.5M | $1.8B | ||
| Q1 25 | $861.1M | $1.7B | ||
| Q4 24 | $858.4M | $1.7B | ||
| Q3 24 | $845.5M | $1.7B | ||
| Q2 24 | $822.7M | $1.7B | ||
| Q1 24 | $813.0M | $1.7B |
总资产AVAVWD
| Q4 25 | $5.6B | $5.1B | ||
| Q3 25 | $5.6B | $5.8B | ||
| Q2 25 | $1.1B | $4.7B | ||
| Q1 25 | $1.0B | $4.5B | ||
| Q4 24 | $1.0B | $4.4B | ||
| Q3 24 | $999.2M | $4.6B | ||
| Q2 24 | $1.0B | $4.2B | ||
| Q1 24 | $980.3M | $3.8B |
负债/权益比AVAVWD
| Q4 25 | 0.17× | — | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | 0.03× | — | ||
| Q1 25 | 0.03× | — | ||
| 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 | $-664.3M |
| 自由现金流经营现金流 - 资本支出 | $-55.9M | $-680.1M |
| 自由现金流率自由现金流/营收 | -11.8% | -200.0% |
| 资本支出强度资本支出/营收 | 2.3% | 4.6% |
| 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 | $-2.2B |
8季度趋势，按日历期对齐
经营现金流AVAVWD
| Q4 25 | $-45.1M | $-664.3M | ||
| Q3 25 | $-123.7M | $-948.1M | ||
| Q2 25 | $-264.0K | $-238.5M | ||
| Q1 25 | $-25.8M | $-281.1M | ||
| Q4 24 | $-3.6M | $129.4M | ||
| Q3 24 | $28.4M | $-202.0M | ||
| Q2 24 | $-11.7M | $-237.8M | ||
| Q1 24 | $52.6M | $38.4M |
自由现金流AVAVWD
| Q4 25 | $-55.9M | $-680.1M | ||
| Q3 25 | $-146.5M | $-950.4M | ||
| Q2 25 | $-8.8M | $-241.0M | ||
| Q1 25 | $-29.6M | $-284.7M | ||
| Q4 24 | $-8.7M | $116.4M | ||
| Q3 24 | $22.9M | $-204.0M | ||
| Q2 24 | $-20.8M | $-241.7M | ||
| Q1 24 | $48.8M | $35.2M |
自由现金流率AVAVWD
| Q4 25 | -11.8% | -200.0% | ||
| Q3 25 | -32.2% | -281.5% | ||
| Q2 25 | -3.2% | -75.5% | ||
| Q1 25 | -17.7% | -120.0% | ||
| Q4 24 | -4.6% | 34.1% | ||
| Q3 24 | 12.1% | -69.8% | ||
| Q2 24 | -10.5% | -89.3% | ||
| Q1 24 | 26.1% | 15.4% |
资本支出强度AVAVWD
| Q4 25 | 2.3% | 4.6% | ||
| Q3 25 | 5.0% | 0.7% | ||
| Q2 25 | 3.1% | 0.8% | ||
| Q1 25 | 2.3% | 1.5% | ||
| Q4 24 | 2.7% | 3.8% | ||
| Q3 24 | 2.9% | 0.7% | ||
| Q2 24 | 4.6% | 1.4% | ||
| Q1 24 | 2.0% | 1.4% |
现金转化率AVAVWD
| Q4 25 | — | — | ||
| Q3 25 | — | -28.34× | ||
| Q2 25 | -0.02× | -7.02× | ||
| Q1 25 | — | -102.07× | ||
| Q4 24 | -0.48× | 2.89× | ||
| Q3 24 | 1.34× | -7.01× | ||
| Q2 24 | -1.93× | -10.49× | ||
| Q1 24 | 3.79× | 3.24× |
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% |
WD
暂无分部数据
