vs
Side-by-side financial comparison of C3.ai, Inc. (AI) and AerSale Corp (ASLE). Click either name above to swap in a different company.
AerSale Corp is the larger business by last-quarter revenue ($90.9M vs $75.1M, roughly 1.2× C3.ai, Inc.). AerSale Corp runs the higher net margin — 5.9% vs -139.3%, a 145.2% gap on every dollar of revenue. On growth, AerSale Corp posted the faster year-over-year revenue change (-4.0% vs -20.3%). AerSale Corp produced more free cash flow last quarter ($9.8M vs $-46.9M). Over the past eight quarters, AerSale Corp's revenue compounded faster (0.2% CAGR vs -2.1%).
C3.ai, Inc. is a leading enterprise artificial intelligence software provider that develops and delivers scalable AI applications, platform tools, and industry-specific solutions for clients across sectors including manufacturing, energy, financial services, healthcare and public sector. Its offerings help organizations optimize operations, reduce costs, mitigate risks, and realize data-driven decision making.
AerSale, Inc. is a Doral, Florida-based global supplier of aftermarket commercial jet aircraft, engines, used materials, and aeronautical engineering services to passenger and cargo airlines, government, multinational original equipment manufacturers, and independent MROs. AerSale is a member of the Aircraft Fleet Recycling Association.
AI vs ASLE — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $75.1M | $90.9M |
| Net Profit | $-104.7M | $5.4M |
| Gross Margin | 40.4% | 34.1% |
| Operating Margin | -149.2% | 7.8% |
| Net Margin | -139.3% | 5.9% |
| Revenue YoY | -20.3% | -4.0% |
| Net Profit YoY | -58.7% | 99.7% |
| EPS (diluted) | $-0.75 | $0.10 |
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.
| Q4 25 | $75.1M | $90.9M | ||
| Q3 25 | $70.3M | $71.2M | ||
| Q2 25 | $108.7M | $107.4M | ||
| Q1 25 | $98.8M | $65.8M | ||
| Q4 24 | $94.3M | $94.7M | ||
| Q3 24 | $87.2M | $82.7M | ||
| Q2 24 | $86.6M | $77.1M | ||
| Q1 24 | $78.4M | $90.5M |
| Q4 25 | $-104.7M | $5.4M | ||
| Q3 25 | $-116.8M | $-120.0K | ||
| Q2 25 | $-79.7M | $8.6M | ||
| Q1 25 | $-80.2M | $-5.3M | ||
| Q4 24 | $-66.0M | $2.7M | ||
| Q3 24 | $-62.8M | $509.0K | ||
| Q2 24 | $-72.9M | $-3.6M | ||
| Q1 24 | $-72.6M | $6.3M |
| Q4 25 | 40.4% | 34.1% | ||
| Q3 25 | 37.6% | 30.2% | ||
| Q2 25 | 62.1% | 32.9% | ||
| Q1 25 | 59.1% | 27.3% | ||
| Q4 24 | 61.3% | 31.4% | ||
| Q3 24 | 59.8% | 28.6% | ||
| Q2 24 | 59.6% | 28.2% | ||
| Q1 24 | 57.8% | 31.8% |
| Q4 25 | -149.2% | 7.8% | ||
| Q3 25 | -177.7% | 4.0% | ||
| Q2 25 | -81.8% | 11.7% | ||
| Q1 25 | -88.7% | -10.1% | ||
| Q4 24 | -79.8% | 5.2% | ||
| Q3 24 | -83.2% | 2.4% | ||
| Q2 24 | -95.1% | -2.4% | ||
| Q1 24 | -105.3% | 5.2% |
| Q4 25 | -139.3% | 5.9% | ||
| Q3 25 | -166.2% | -0.2% | ||
| Q2 25 | -73.3% | 8.0% | ||
| Q1 25 | -81.2% | -8.0% | ||
| Q4 24 | -69.9% | 2.9% | ||
| Q3 24 | -72.0% | 0.6% | ||
| Q2 24 | -84.2% | -4.7% | ||
| Q1 24 | -92.6% | 6.9% |
| Q4 25 | $-0.75 | $0.10 | ||
| Q3 25 | $-0.86 | $0.00 | ||
| Q2 25 | $-0.60 | $0.18 | ||
| Q1 25 | $-0.62 | $-0.10 | ||
| Q4 24 | $-0.52 | $0.05 | ||
| Q3 24 | $-0.50 | $0.01 | ||
| Q2 24 | $-0.59 | $-0.07 | ||
| Q1 24 | $-0.60 | $0.12 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $675.0M | $4.4M |
| Total DebtLower is stronger | — | $1.3M |
| Stockholders' EquityBook value | $771.9M | $424.4M |
| Total Assets | $961.3M | $640.5M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $675.0M | $4.4M | ||
| Q3 25 | $711.9M | $5.3M | ||
| Q2 25 | $742.7M | $5.7M | ||
| Q1 25 | $724.3M | $4.7M | ||
| Q4 24 | $730.4M | $4.7M | ||
| Q3 24 | $762.5M | $9.8M | ||
| Q2 24 | $750.4M | $4.3M | ||
| Q1 24 | $723.3M | $2.6M |
| Q4 25 | — | $1.3M | ||
| Q3 25 | — | $1.5M | ||
| Q2 25 | — | $907.0K | ||
| Q1 25 | — | $1.1M | ||
| Q4 24 | — | $1.2M | ||
| Q3 24 | — | $376.0K | ||
| Q2 24 | — | $522.0K | ||
| Q1 24 | — | $3.5M |
| Q4 25 | $771.9M | $424.4M | ||
| Q3 25 | $798.8M | $417.1M | ||
| Q2 25 | $838.3M | $415.9M | ||
| Q1 25 | $860.2M | $406.5M | ||
| Q4 24 | $859.0M | $455.6M | ||
| Q3 24 | $874.9M | $451.5M | ||
| Q2 24 | $873.4M | $449.8M | ||
| Q1 24 | $898.0M | $452.0M |
| Q4 25 | $961.3M | $640.5M | ||
| Q3 25 | $968.7M | $646.3M | ||
| Q2 25 | $1.0B | $646.7M | ||
| Q1 25 | $1.1B | $646.1M | ||
| Q4 24 | $1.0B | $604.7M | ||
| Q3 24 | $1.1B | $601.5M | ||
| Q2 24 | $1.0B | $598.7M | ||
| Q1 24 | $1.1B | $571.7M |
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.01× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-46.5M | $11.4M |
| Free Cash FlowOCF − Capex | $-46.9M | $9.8M |
| FCF MarginFCF / Revenue | -62.4% | 10.8% |
| Capex IntensityCapex / Revenue | 0.5% | 1.7% |
| Cash ConversionOCF / Net Profit | — | 2.11× |
| TTM Free Cash FlowTrailing 4 quarters | $-93.2M | $-29.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-46.5M | $11.4M | ||
| Q3 25 | $-33.5M | $-8.9M | ||
| Q2 25 | $11.3M | $19.8M | ||
| Q1 25 | $-22.0M | $-45.2M | ||
| Q4 24 | $-38.7M | $37.5M | ||
| Q3 24 | $8.0M | $10.4M | ||
| Q2 24 | $21.3M | $-15.3M | ||
| Q1 24 | $-39.1M | $-21.5M |
| Q4 25 | $-46.9M | $9.8M | ||
| Q3 25 | $-34.3M | $-9.8M | ||
| Q2 25 | $10.3M | $18.6M | ||
| Q1 25 | $-22.4M | $-47.6M | ||
| Q4 24 | $-39.5M | $32.3M | ||
| Q3 24 | $7.1M | $8.9M | ||
| Q2 24 | $18.8M | $-18.9M | ||
| Q1 24 | $-45.1M | $-25.0M |
| Q4 25 | -62.4% | 10.8% | ||
| Q3 25 | -48.8% | -13.8% | ||
| Q2 25 | 9.5% | 17.3% | ||
| Q1 25 | -22.7% | -72.4% | ||
| Q4 24 | -41.9% | 34.0% | ||
| Q3 24 | 8.2% | 10.7% | ||
| Q2 24 | 21.7% | -24.6% | ||
| Q1 24 | -57.6% | -27.7% |
| Q4 25 | 0.5% | 1.7% | ||
| Q3 25 | 1.1% | 1.3% | ||
| Q2 25 | 0.9% | 1.1% | ||
| Q1 25 | 0.4% | 3.7% | ||
| Q4 24 | 0.9% | 5.6% | ||
| Q3 24 | 1.1% | 1.9% | ||
| Q2 24 | 2.9% | 4.7% | ||
| Q1 24 | 7.8% | 3.9% |
| Q4 25 | — | 2.11× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.31× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 13.89× | ||
| Q3 24 | — | 20.52× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -3.42× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AI
| License And Service | $70.2M | 93% |
| Professional Services | $4.9M | 7% |
ASLE
| Products | $57.8M | 64% |
| Maintenance | $23.2M | 26% |
| Leasing Arrangements | $9.9M | 11% |
