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Side-by-side financial comparison of Grupo Aeromexico, S.A.B. de C.V. (AERO) and Element Solutions Inc (ESI). Click either name above to swap in a different company.

Grupo Aeromexico, S.A.B. de C.V. is the larger business by last-quarter revenue ($1.4B vs $840.0M, roughly 1.7× Element Solutions Inc). Grupo Aeromexico, S.A.B. de C.V. runs the higher net margin — 11.5% vs 6.7%, a 4.8% gap on every dollar of revenue.

Grupo Aeromexico is Mexico's flagship airline holding company, offering domestic and international passenger and cargo air transport services. It operates a wide route network covering North America, South America, Europe and Asia, serving leisure and business travel segments with a modern commercial aircraft fleet.

Element Solutions Inc is an American specialty chemicals production corporation listed on the New York Stock Exchange.

AERO vs ESI — Head-to-Head

Bigger by revenue
AERO
AERO
1.7× larger
AERO
$1.4B
$840.0M
ESI
Higher net margin
AERO
AERO
4.8% more per $
AERO
11.5%
6.7%
ESI

Income Statement — Q4 FY2025 vs Q1 FY2026

Metric
AERO
AERO
ESI
ESI
Revenue
$1.4B
$840.0M
Net Profit
$165.0M
$56.0M
Gross Margin
38.4%
Operating Margin
21.1%
13.3%
Net Margin
11.5%
6.7%
Revenue YoY
41.0%
Net Profit YoY
-42.9%
EPS (diluted)
$0.23

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
AERO
AERO
ESI
ESI
Q1 26
$840.0M
Q4 25
$1.4B
$676.2M
Q3 25
$656.1M
Q2 25
$625.2M
Q1 25
$593.7M
Q4 24
$624.2M
Q3 24
$645.0M
Q2 24
$612.7M
Net Profit
AERO
AERO
ESI
ESI
Q1 26
$56.0M
Q4 25
$165.0M
$6.2M
Q3 25
$39.3M
Q2 25
$47.4M
Q1 25
$98.0M
Q4 24
$54.7M
Q3 24
$40.3M
Q2 24
$93.2M
Gross Margin
AERO
AERO
ESI
ESI
Q1 26
38.4%
Q4 25
40.9%
Q3 25
42.2%
Q2 25
42.6%
Q1 25
42.2%
Q4 24
41.0%
Q3 24
41.5%
Q2 24
43.6%
Operating Margin
AERO
AERO
ESI
ESI
Q1 26
13.3%
Q4 25
21.1%
10.3%
Q3 25
15.4%
Q2 25
15.1%
Q1 25
13.0%
Q4 24
12.0%
Q3 24
14.7%
Q2 24
15.7%
Net Margin
AERO
AERO
ESI
ESI
Q1 26
6.7%
Q4 25
11.5%
0.9%
Q3 25
6.0%
Q2 25
7.6%
Q1 25
16.5%
Q4 24
8.8%
Q3 24
6.2%
Q2 24
15.2%
EPS (diluted)
AERO
AERO
ESI
ESI
Q1 26
$0.23
Q4 25
$0.03
Q3 25
$0.16
Q2 25
$0.20
Q1 25
$0.40
Q4 24
$0.22
Q3 24
$0.17
Q2 24
$0.39

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
AERO
AERO
ESI
ESI
Cash + ST InvestmentsLiquidity on hand
$177.3M
Total DebtLower is stronger
Stockholders' EquityBook value
$2.7B
Total Assets
$5.7B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
AERO
AERO
ESI
ESI
Q1 26
$177.3M
Q4 25
$626.5M
Q3 25
$594.3M
Q2 25
$529.9M
Q1 25
$499.2M
Q4 24
$359.4M
Q3 24
$376.0M
Q2 24
$309.3M
Total Debt
AERO
AERO
ESI
ESI
Q1 26
Q4 25
$1.6B
Q3 25
$1.6B
Q2 25
$1.6B
Q1 25
$1.6B
Q4 24
$1.8B
Q3 24
$1.9B
Q2 24
$1.9B
Stockholders' Equity
AERO
AERO
ESI
ESI
Q1 26
$2.7B
Q4 25
$2.7B
Q3 25
$2.7B
Q2 25
$2.6B
Q1 25
$2.5B
Q4 24
$2.4B
Q3 24
$2.4B
Q2 24
$2.4B
Total Assets
AERO
AERO
ESI
ESI
Q1 26
$5.7B
Q4 25
$5.1B
Q3 25
$5.0B
Q2 25
$5.0B
Q1 25
$4.8B
Q4 24
$4.9B
Q3 24
$5.1B
Q2 24
$5.0B
Debt / Equity
AERO
AERO
ESI
ESI
Q1 26
Q4 25
0.61×
Q3 25
0.61×
Q2 25
0.62×
Q1 25
0.64×
Q4 24
0.76×
Q3 24
0.78×
Q2 24
0.81×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
AERO
AERO
ESI
ESI
Operating Cash FlowLast quarter
Free Cash FlowOCF − Capex
$-74.2M
FCF MarginFCF / Revenue
-8.8%
Capex IntensityCapex / Revenue
3.0%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
AERO
AERO
ESI
ESI
Q1 26
Q4 25
Q3 25
$100.1M
Q2 25
Q1 25
$26.0M
Q4 24
Q3 24
$98.5M
Q2 24
Free Cash Flow
AERO
AERO
ESI
ESI
Q1 26
$-74.2M
Q4 25
Q3 25
$83.6M
Q2 25
Q1 25
$15.0M
Q4 24
Q3 24
$85.9M
Q2 24
FCF Margin
AERO
AERO
ESI
ESI
Q1 26
-8.8%
Q4 25
Q3 25
12.7%
Q2 25
Q1 25
2.5%
Q4 24
Q3 24
13.3%
Q2 24
Capex Intensity
AERO
AERO
ESI
ESI
Q1 26
3.0%
Q4 25
2.5%
Q3 25
2.5%
Q2 25
2.8%
Q1 25
1.9%
Q4 24
3.6%
Q3 24
2.0%
Q2 24
2.4%
Cash Conversion
AERO
AERO
ESI
ESI
Q1 26
Q4 25
Q3 25
2.55×
Q2 25
Q1 25
0.27×
Q4 24
Q3 24
2.44×
Q2 24

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

AERO
AERO

Passenger$1.3B91%
Air Cargo$82.0M6%
Other$52.0M4%

ESI
ESI

Electronics ex-Metals$377.8M45%
Pass-through Metals$255.7M30%
Other$206.5M25%

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