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Side-by-side financial comparison of AerSale Corp (ASLE) and Broadstone Net Lease, Inc. (BNL). Click either name above to swap in a different company.
Broadstone Net Lease, Inc. is the larger business by last-quarter revenue ($121.4M vs $90.9M, roughly 1.3× AerSale Corp). Broadstone Net Lease, Inc. runs the higher net margin — 38.2% vs 5.9%, a 32.3% gap on every dollar of revenue. On growth, Broadstone Net Lease, Inc. posted the faster year-over-year revenue change (11.7% vs -4.0%). Over the past eight quarters, Broadstone Net Lease, Inc.'s revenue compounded faster (7.1% CAGR vs 0.2%).
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.
Broadstone Net Lease, Inc. is a real estate investment trust (REIT) that acquires, owns, and manages a diversified portfolio of single-tenant commercial real estate assets across the United States. Its portfolio covers key segments including industrial facilities, healthcare properties, retail locations, and office spaces, all leased to tenants under long-term net lease agreements.
ASLE vs BNL — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $90.9M | $121.4M |
| Net Profit | $5.4M | $46.4M |
| Gross Margin | 34.1% | — |
| Operating Margin | 7.8% | 52.2% |
| Net Margin | 5.9% | 38.2% |
| Revenue YoY | -4.0% | 11.7% |
| Net Profit YoY | 99.7% | — |
| EPS (diluted) | $0.10 | $0.24 |
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 | — | $121.4M | ||
| Q4 25 | $90.9M | $118.3M | ||
| Q3 25 | $71.2M | $114.2M | ||
| Q2 25 | $107.4M | $113.0M | ||
| Q1 25 | $65.8M | $108.7M | ||
| Q4 24 | $94.7M | $112.1M | ||
| Q3 24 | $82.7M | $108.4M | ||
| Q2 24 | $77.1M | $105.9M |
| Q1 26 | — | $46.4M | ||
| Q4 25 | $5.4M | $33.1M | ||
| Q3 25 | $-120.0K | $26.5M | ||
| Q2 25 | $8.6M | $20.2M | ||
| Q1 25 | $-5.3M | $16.7M | ||
| Q4 24 | $2.7M | $26.4M | ||
| Q3 24 | $509.0K | $35.6M | ||
| Q2 24 | $-3.6M | $35.3M |
| 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 | — | 52.2% | ||
| 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 26 | — | 38.2% | ||
| Q4 25 | 5.9% | 28.0% | ||
| Q3 25 | -0.2% | 23.2% | ||
| Q2 25 | 8.0% | 17.8% | ||
| Q1 25 | -8.0% | 15.4% | ||
| Q4 24 | 2.9% | 23.5% | ||
| Q3 24 | 0.6% | 32.8% | ||
| Q2 24 | -4.7% | 33.4% |
| Q1 26 | — | $0.24 | ||
| Q4 25 | $0.10 | $0.17 | ||
| Q3 25 | $0.00 | $0.14 | ||
| Q2 25 | $0.18 | $0.10 | ||
| Q1 25 | $-0.10 | $0.09 | ||
| Q4 24 | $0.05 | $0.13 | ||
| Q3 24 | $0.01 | $0.19 | ||
| Q2 24 | $-0.07 | $0.19 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $4.4M | $20.3M |
| Total DebtLower is stronger | $1.3M | — |
| Stockholders' EquityBook value | $424.4M | $3.0B |
| Total Assets | $640.5M | $5.8B |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $20.3M | ||
| Q4 25 | $4.4M | $30.5M | ||
| Q3 25 | $5.3M | $82.0M | ||
| Q2 25 | $5.7M | $20.8M | ||
| Q1 25 | $4.7M | $9.6M | ||
| Q4 24 | $4.7M | $14.8M | ||
| Q3 24 | $9.8M | $9.0M | ||
| Q2 24 | $4.3M | $18.3M |
| Q1 26 | — | — | ||
| Q4 25 | $1.3M | $2.5B | ||
| Q3 25 | $1.5M | $2.4B | ||
| Q2 25 | $907.0K | $2.1B | ||
| Q1 25 | $1.1M | $2.0B | ||
| Q4 24 | $1.2M | $1.9B | ||
| Q3 24 | $376.0K | $2.0B | ||
| Q2 24 | $522.0K | $1.9B |
| Q1 26 | — | $3.0B | ||
| Q4 25 | $424.4M | $2.9B | ||
| Q3 25 | $417.1M | $2.9B | ||
| Q2 25 | $415.9M | $2.9B | ||
| Q1 25 | $406.5M | $2.9B | ||
| Q4 24 | $455.6M | $3.0B | ||
| Q3 24 | $451.5M | $3.0B | ||
| Q2 24 | $449.8M | $3.1B |
| Q1 26 | — | $5.8B | ||
| Q4 25 | $640.5M | $5.7B | ||
| Q3 25 | $646.3M | $5.5B | ||
| Q2 25 | $646.7M | $5.3B | ||
| Q1 25 | $646.1M | $5.2B | ||
| Q4 24 | $604.7M | $5.2B | ||
| Q3 24 | $601.5M | $5.3B | ||
| Q2 24 | $598.7M | $5.3B |
| Q1 26 | — | — | ||
| Q4 25 | 0.00× | 0.87× | ||
| Q3 25 | 0.00× | 0.82× | ||
| Q2 25 | 0.00× | 0.73× | ||
| Q1 25 | 0.00× | 0.68× | ||
| Q4 24 | 0.00× | 0.64× | ||
| Q3 24 | 0.00× | 0.65× | ||
| Q2 24 | 0.00× | 0.62× |
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 | $11.4M | $299.5M | ||
| Q3 25 | $-8.9M | $64.2M | ||
| Q2 25 | $19.8M | $79.3M | ||
| Q1 25 | $-45.2M | $71.5M | ||
| Q4 24 | $37.5M | $276.3M | ||
| Q3 24 | $10.4M | $67.3M | ||
| Q2 24 | $-15.3M | $74.2M |
| Q1 26 | — | — | ||
| Q4 25 | $9.8M | $269.8M | ||
| Q3 25 | $-9.8M | $58.0M | ||
| Q2 25 | $18.6M | $76.7M | ||
| Q1 25 | $-47.6M | $57.1M | ||
| Q4 24 | $32.3M | $259.5M | ||
| Q3 24 | $8.9M | $60.3M | ||
| Q2 24 | $-18.9M | $74.0M |
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | 228.1% | ||
| Q3 25 | -13.8% | 50.8% | ||
| Q2 25 | 17.3% | 67.9% | ||
| Q1 25 | -72.4% | 52.5% | ||
| Q4 24 | 34.0% | 231.4% | ||
| Q3 24 | 10.7% | 55.6% | ||
| Q2 24 | -24.6% | 69.9% |
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | 25.1% | ||
| Q3 25 | 1.3% | 5.4% | ||
| Q2 25 | 1.1% | 2.3% | ||
| Q1 25 | 3.7% | 13.2% | ||
| Q4 24 | 5.6% | 15.0% | ||
| Q3 24 | 1.9% | 6.5% | ||
| Q2 24 | 4.7% | 0.2% |
| Q1 26 | — | — | ||
| Q4 25 | 2.11× | 9.04× | ||
| Q3 25 | — | 2.43× | ||
| Q2 25 | 2.31× | 3.93× | ||
| Q1 25 | — | 4.27× | ||
| Q4 24 | 13.89× | 10.47× | ||
| Q3 24 | 20.52× | 1.89× | ||
| Q2 24 | — | 2.10× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ASLE
| Products | $57.8M | 64% |
| Maintenance | $23.2M | 26% |
| Leasing Arrangements | $9.9M | 11% |
BNL
Segment breakdown not available.
