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Side-by-side financial comparison of Armour Residential REIT, Inc. (ARR) 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 $50.4M, roughly 1.8× Armour Residential REIT, Inc.). Armour Residential REIT, Inc. runs the higher net margin — 420.2% vs 5.9%, a 414.3% gap on every dollar of revenue. On growth, Armour Residential REIT, Inc. posted the faster year-over-year revenue change (297.9% vs -4.0%). Over the past eight quarters, Armour Residential REIT, Inc.'s revenue compounded faster (108.0% CAGR vs 0.2%).
Armour Residential REIT, Inc. is a U.S.-based real estate investment trust that primarily invests in agency residential mortgage-backed securities guaranteed by U.S. government-sponsored entities. It focuses on generating consistent long-term net income for shareholders via strategic asset management and active interest rate risk mitigation.
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.
ARR vs ASLE — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $50.4M | $90.9M |
| Net Profit | $211.7M | $5.4M |
| Gross Margin | — | 34.1% |
| Operating Margin | — | 7.8% |
| Net Margin | 420.2% | 5.9% |
| Revenue YoY | 297.9% | -4.0% |
| Net Profit YoY | 555.9% | 99.7% |
| EPS (diluted) | $2.43 | $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.
| Q4 25 | $50.4M | $90.9M | ||
| Q3 25 | $38.5M | $71.2M | ||
| Q2 25 | $33.1M | $107.4M | ||
| Q1 25 | $36.3M | $65.8M | ||
| Q4 24 | $12.7M | $94.7M | ||
| Q3 24 | — | $82.7M | ||
| Q2 24 | $7.0M | $77.1M | ||
| Q1 24 | — | $90.5M |
| Q4 25 | $211.7M | $5.4M | ||
| Q3 25 | $159.3M | $-120.0K | ||
| Q2 25 | $-75.6M | $8.6M | ||
| Q1 25 | $27.3M | $-5.3M | ||
| Q4 24 | $-46.4M | $2.7M | ||
| Q3 24 | — | $509.0K | ||
| Q2 24 | $-48.4M | $-3.6M | ||
| Q1 24 | — | $6.3M |
| 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 24 | — | 31.8% |
| Q4 25 | — | 7.8% | ||
| Q3 25 | — | 4.0% | ||
| Q2 25 | — | 11.7% | ||
| Q1 25 | — | -10.1% | ||
| Q4 24 | — | 5.2% | ||
| Q3 24 | — | 2.4% | ||
| Q2 24 | — | -2.4% | ||
| Q1 24 | — | 5.2% |
| Q4 25 | 420.2% | 5.9% | ||
| Q3 25 | 413.5% | -0.2% | ||
| Q2 25 | -228.4% | 8.0% | ||
| Q1 25 | 75.2% | -8.0% | ||
| Q4 24 | -366.8% | 2.9% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | -693.8% | -4.7% | ||
| Q1 24 | — | 6.9% |
| Q4 25 | $2.43 | $0.10 | ||
| Q3 25 | $1.49 | $0.00 | ||
| Q2 25 | $-0.94 | $0.18 | ||
| Q1 25 | $0.32 | $-0.10 | ||
| Q4 24 | $-0.91 | $0.05 | ||
| Q3 24 | — | $0.01 | ||
| Q2 24 | $-1.05 | $-0.07 | ||
| Q1 24 | — | $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 | $63.3M | $4.4M |
| Total DebtLower is stronger | — | $1.3M |
| Stockholders' EquityBook value | $2.3B | $424.4M |
| Total Assets | $21.0B | $640.5M |
| Debt / EquityLower = less leverage | — | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $63.3M | $4.4M | ||
| Q3 25 | $44.2M | $5.3M | ||
| Q2 25 | $141.2M | $5.7M | ||
| Q1 25 | $49.1M | $4.7M | ||
| Q4 24 | $68.0M | $4.7M | ||
| Q3 24 | — | $9.8M | ||
| Q2 24 | $126.6M | $4.3M | ||
| Q1 24 | — | $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 | $2.3B | $424.4M | ||
| Q3 25 | $2.1B | $417.1M | ||
| Q2 25 | $1.7B | $415.9M | ||
| Q1 25 | $1.7B | $406.5M | ||
| Q4 24 | $1.4B | $455.6M | ||
| Q3 24 | — | $451.5M | ||
| Q2 24 | $1.2B | $449.8M | ||
| Q1 24 | — | $452.0M |
| Q4 25 | $21.0B | $640.5M | ||
| Q3 25 | $19.4B | $646.3M | ||
| Q2 25 | $16.2B | $646.7M | ||
| Q1 25 | $15.5B | $646.1M | ||
| Q4 24 | $13.5B | $604.7M | ||
| Q3 24 | — | $601.5M | ||
| Q2 24 | $10.1B | $598.7M | ||
| Q1 24 | — | $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 | $124.2M | $11.4M |
| Free Cash FlowOCF − Capex | — | $9.8M |
| FCF MarginFCF / Revenue | — | 10.8% |
| Capex IntensityCapex / Revenue | — | 1.7% |
| Cash ConversionOCF / Net Profit | 0.59× | 2.11× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-29.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $124.2M | $11.4M | ||
| Q3 25 | $-37.8M | $-8.9M | ||
| Q2 25 | $25.0M | $19.8M | ||
| Q1 25 | $101.5M | $-45.2M | ||
| Q4 24 | $261.5M | $37.5M | ||
| Q3 24 | — | $10.4M | ||
| Q2 24 | $27.1M | $-15.3M | ||
| Q1 24 | — | $-21.5M |
| Q4 25 | — | $9.8M | ||
| Q3 25 | — | $-9.8M | ||
| Q2 25 | — | $18.6M | ||
| Q1 25 | — | $-47.6M | ||
| Q4 24 | — | $32.3M | ||
| Q3 24 | — | $8.9M | ||
| Q2 24 | — | $-18.9M | ||
| Q1 24 | — | $-25.0M |
| Q4 25 | — | 10.8% | ||
| Q3 25 | — | -13.8% | ||
| Q2 25 | — | 17.3% | ||
| Q1 25 | — | -72.4% | ||
| Q4 24 | — | 34.0% | ||
| Q3 24 | — | 10.7% | ||
| Q2 24 | — | -24.6% | ||
| Q1 24 | — | -27.7% |
| Q4 25 | — | 1.7% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 3.7% | ||
| Q4 24 | — | 5.6% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 4.7% | ||
| Q1 24 | — | 3.9% |
| Q4 25 | 0.59× | 2.11× | ||
| Q3 25 | -0.24× | — | ||
| Q2 25 | — | 2.31× | ||
| Q1 25 | 3.71× | — | ||
| 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
ARR
Segment breakdown not available.
ASLE
| Products | $57.8M | 64% |
| Maintenance | $23.2M | 26% |
| Leasing Arrangements | $9.9M | 11% |
