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Side-by-side financial comparison of AMERISAFE INC (AMSF) 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 $80.1M, roughly 1.1× AMERISAFE INC). AMERISAFE INC runs the higher net margin — 10.2% vs 5.9%, a 4.2% gap on every dollar of revenue. On growth, AMERISAFE INC posted the faster year-over-year revenue change (10.3% vs -4.0%). Over the past eight quarters, AMERISAFE INC's revenue compounded faster (2.8% CAGR vs 0.2%).
AMERISAFE Inc. is a specialty insurance provider that focuses exclusively on workers' compensation coverage for small and mid-sized businesses in high-hazard industries including construction, logging, trucking, and manufacturing. It operates across 49 U.S. states, offering tailored insurance policies paired with targeted risk management support for clients.
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.
AMSF vs ASLE — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $80.1M | $90.9M |
| Net Profit | $8.1M | $5.4M |
| Gross Margin | — | 34.1% |
| Operating Margin | — | 7.8% |
| Net Margin | 10.2% | 5.9% |
| Revenue YoY | 10.3% | -4.0% |
| Net Profit YoY | -9.0% | 99.7% |
| EPS (diluted) | $0.43 | $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.
| Q1 26 | $80.1M | — | ||
| Q4 25 | $81.6M | $90.9M | ||
| Q3 25 | $82.0M | $71.2M | ||
| Q2 25 | $81.1M | $107.4M | ||
| Q1 25 | $72.6M | $65.8M | ||
| Q4 24 | $74.0M | $94.7M | ||
| Q3 24 | $78.7M | $82.7M | ||
| Q2 24 | $75.8M | $77.1M |
| Q1 26 | $8.1M | — | ||
| Q4 25 | $10.4M | $5.4M | ||
| Q3 25 | $13.8M | $-120.0K | ||
| Q2 25 | $14.0M | $8.6M | ||
| Q1 25 | $8.9M | $-5.3M | ||
| Q4 24 | $13.2M | $2.7M | ||
| Q3 24 | $14.3M | $509.0K | ||
| Q2 24 | $11.0M | $-3.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | 34.1% | ||
| Q3 25 | — | 30.2% | ||
| Q2 25 | — | 32.9% | ||
| Q1 25 | — | 27.3% | ||
| Q4 24 | — | 31.4% | ||
| Q3 24 | — | 28.6% | ||
| Q2 24 | — | 28.2% |
| Q1 26 | — | — | ||
| Q4 25 | 15.6% | 7.8% | ||
| Q3 25 | 21.3% | 4.0% | ||
| Q2 25 | 21.5% | 11.7% | ||
| Q1 25 | 15.5% | -10.1% | ||
| Q4 24 | 22.7% | 5.2% | ||
| Q3 24 | 22.6% | 2.4% | ||
| Q2 24 | 18.1% | -2.4% |
| Q1 26 | 10.2% | — | ||
| Q4 25 | 12.8% | 5.9% | ||
| Q3 25 | 16.9% | -0.2% | ||
| Q2 25 | 17.2% | 8.0% | ||
| Q1 25 | 12.3% | -8.0% | ||
| Q4 24 | 17.8% | 2.9% | ||
| Q3 24 | 18.2% | 0.6% | ||
| Q2 24 | 14.5% | -4.7% |
| Q1 26 | $0.43 | — | ||
| Q4 25 | $0.55 | $0.10 | ||
| Q3 25 | $0.72 | $0.00 | ||
| Q2 25 | $0.73 | $0.18 | ||
| Q1 25 | $0.47 | $-0.10 | ||
| Q4 24 | $0.69 | $0.05 | ||
| Q3 24 | $0.75 | $0.01 | ||
| Q2 24 | $0.57 | $-0.07 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $34.2M | $4.4M |
| Total DebtLower is stronger | — | $1.3M |
| Stockholders' EquityBook value | $246.6M | $424.4M |
| Total Assets | — | $640.5M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $34.2M | — | ||
| Q4 25 | $61.9M | $4.4M | ||
| Q3 25 | $54.7M | $5.3M | ||
| Q2 25 | $48.5M | $5.7M | ||
| Q1 25 | $44.8M | $4.7M | ||
| Q4 24 | $44.1M | $4.7M | ||
| Q3 24 | $63.7M | $9.8M | ||
| Q2 24 | $30.6M | $4.3M |
| Q1 26 | — | — | ||
| 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 26 | $246.6M | — | ||
| Q4 25 | $251.6M | $424.4M | ||
| Q3 25 | $274.8M | $417.1M | ||
| Q2 25 | $265.6M | $415.9M | ||
| Q1 25 | $260.8M | $406.5M | ||
| Q4 24 | $257.3M | $455.6M | ||
| Q3 24 | $314.4M | $451.5M | ||
| Q2 24 | $301.0M | $449.8M |
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $640.5M | ||
| Q3 25 | $1.2B | $646.3M | ||
| Q2 25 | $1.2B | $646.7M | ||
| Q1 25 | $1.2B | $646.1M | ||
| Q4 24 | $1.2B | $604.7M | ||
| Q3 24 | $1.3B | $601.5M | ||
| Q2 24 | $1.2B | $598.7M |
| Q1 26 | — | — | ||
| 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× |
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 | — | $11.4M |
| Free Cash FlowOCF − Capex | — | $9.8M |
| FCF MarginFCF / Revenue | — | 10.8% |
| Capex IntensityCapex / Revenue | — | 1.7% |
| Cash ConversionOCF / Net Profit | — | 2.11× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-29.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $11.1M | $11.4M | ||
| Q3 25 | $10.7M | $-8.9M | ||
| Q2 25 | $-8.4M | $19.8M | ||
| Q1 25 | $-1.8M | $-45.2M | ||
| Q4 24 | $24.2M | $37.5M | ||
| Q3 24 | $8.4M | $10.4M | ||
| Q2 24 | $-2.6M | $-15.3M |
| Q1 26 | — | — | ||
| Q4 25 | $8.9M | $9.8M | ||
| Q3 25 | $9.8M | $-9.8M | ||
| Q2 25 | $-9.5M | $18.6M | ||
| Q1 25 | $-1.8M | $-47.6M | ||
| Q4 24 | $23.4M | $32.3M | ||
| Q3 24 | $8.4M | $8.9M | ||
| Q2 24 | $-2.6M | $-18.9M |
| Q1 26 | — | — | ||
| Q4 25 | 10.9% | 10.8% | ||
| Q3 25 | 11.9% | -13.8% | ||
| Q2 25 | -11.7% | 17.3% | ||
| Q1 25 | -2.5% | -72.4% | ||
| Q4 24 | 31.5% | 34.0% | ||
| Q3 24 | 10.7% | 10.7% | ||
| Q2 24 | -3.5% | -24.6% |
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 1.7% | ||
| Q3 25 | 1.1% | 1.3% | ||
| Q2 25 | 1.3% | 1.1% | ||
| Q1 25 | 0.0% | 3.7% | ||
| Q4 24 | 1.1% | 5.6% | ||
| Q3 24 | 0.0% | 1.9% | ||
| Q2 24 | 0.1% | 4.7% |
| Q1 26 | — | — | ||
| Q4 25 | 1.06× | 2.11× | ||
| Q3 25 | 0.77× | — | ||
| Q2 25 | -0.61× | 2.31× | ||
| Q1 25 | -0.20× | — | ||
| Q4 24 | 1.83× | 13.89× | ||
| Q3 24 | 0.59× | 20.52× | ||
| Q2 24 | -0.24× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMSF
Segment breakdown not available.
ASLE
| Products | $57.8M | 64% |
| Maintenance | $23.2M | 26% |
| Leasing Arrangements | $9.9M | 11% |
