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Side-by-side financial comparison of AerSale Corp (ASLE) and BRC Inc. (BRCC). Click either name above to swap in a different company.
BRC Inc. is the larger business by last-quarter revenue ($112.7M vs $90.9M, roughly 1.2× AerSale Corp). AerSale Corp runs the higher net margin — 5.9% vs -2.8%, a 8.8% gap on every dollar of revenue. On growth, BRC Inc. posted the faster year-over-year revenue change (6.5% vs -4.0%). AerSale Corp produced more free cash flow last quarter ($9.8M vs $-9.4M). Over the past eight quarters, BRC Inc.'s revenue compounded faster (7.0% 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.
BRC Inc., operating under the Black Rifle Coffee brand, is a U.S.-headquartered premium coffee and lifestyle brand. It sells roasted coffee beans, ready-to-drink coffee products, branded apparel, and outdoor gear, targeting primarily veteran, first responder, and outdoor enthusiast consumer segments across North America, via both e-commerce and physical retail channels.
ASLE vs BRCC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $90.9M | $112.7M |
| Net Profit | $5.4M | $-3.2M |
| Gross Margin | 34.1% | 32.1% |
| Operating Margin | 7.8% | -6.3% |
| Net Margin | 5.9% | -2.8% |
| Revenue YoY | -4.0% | 6.5% |
| Net Profit YoY | 99.7% | -29.3% |
| EPS (diluted) | $0.10 | $-0.02 |
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 | $90.9M | $112.7M | ||
| Q3 25 | $71.2M | $100.7M | ||
| Q2 25 | $107.4M | $94.8M | ||
| Q1 25 | $65.8M | $90.0M | ||
| Q4 24 | $94.7M | $105.9M | ||
| Q3 24 | $82.7M | $98.2M | ||
| Q2 24 | $77.1M | $89.0M | ||
| Q1 24 | $90.5M | $98.4M |
| Q4 25 | $5.4M | $-3.2M | ||
| Q3 25 | $-120.0K | $-486.0K | ||
| Q2 25 | $8.6M | $-5.3M | ||
| Q1 25 | $-5.3M | $-2.9M | ||
| Q4 24 | $2.7M | $-2.5M | ||
| Q3 24 | $509.0K | $-535.0K | ||
| Q2 24 | $-3.6M | $-482.0K | ||
| Q1 24 | $6.3M | $548.0K |
| Q4 25 | 34.1% | 32.1% | ||
| Q3 25 | 30.2% | 36.9% | ||
| Q2 25 | 32.9% | 33.9% | ||
| Q1 25 | 27.3% | 36.1% | ||
| Q4 24 | 31.4% | 38.1% | ||
| Q3 24 | 28.6% | 42.1% | ||
| Q2 24 | 28.2% | 41.9% | ||
| Q1 24 | 31.8% | 42.9% |
| Q4 25 | 7.8% | -6.3% | ||
| Q3 25 | 4.0% | 0.5% | ||
| Q2 25 | 11.7% | -13.3% | ||
| Q1 25 | -10.1% | -6.0% | ||
| Q4 24 | 5.2% | -2.1% | ||
| Q3 24 | 2.4% | 1.1% | ||
| Q2 24 | -2.4% | 1.1% | ||
| Q1 24 | 5.2% | 4.0% |
| Q4 25 | 5.9% | -2.8% | ||
| Q3 25 | -0.2% | -0.5% | ||
| Q2 25 | 8.0% | -5.6% | ||
| Q1 25 | -8.0% | -3.2% | ||
| Q4 24 | 2.9% | -2.3% | ||
| Q3 24 | 0.6% | -0.5% | ||
| Q2 24 | -4.7% | -0.5% | ||
| Q1 24 | 6.9% | 0.6% |
| Q4 25 | $0.10 | $-0.02 | ||
| Q3 25 | $0.00 | $0.00 | ||
| Q2 25 | $0.18 | $-0.07 | ||
| Q1 25 | $-0.10 | $-0.04 | ||
| Q4 24 | $0.05 | $-0.03 | ||
| Q3 24 | $0.01 | $-0.01 | ||
| Q2 24 | $-0.07 | $-0.01 | ||
| Q1 24 | $0.12 | $0.01 |
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 | $4.3M |
| Total DebtLower is stronger | $1.3M | $34.7M |
| Stockholders' EquityBook value | $424.4M | $45.7M |
| Total Assets | $640.5M | $209.2M |
| Debt / EquityLower = less leverage | 0.00× | 0.76× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.4M | $4.3M | ||
| Q3 25 | $5.3M | $9.5M | ||
| Q2 25 | $5.7M | $4.3M | ||
| Q1 25 | $4.7M | $3.9M | ||
| Q4 24 | $4.7M | $6.8M | ||
| Q3 24 | $9.8M | $7.3M | ||
| Q2 24 | $4.3M | $9.6M | ||
| Q1 24 | $2.6M | $4.0M |
| Q4 25 | $1.3M | $34.7M | ||
| Q3 25 | $1.5M | $35.0M | ||
| Q2 25 | $907.0K | $72.7M | ||
| Q1 25 | $1.1M | $68.8M | ||
| Q4 24 | $1.2M | $65.1M | ||
| Q3 24 | $376.0K | $64.9M | ||
| Q2 24 | $522.0K | $66.5M | ||
| Q1 24 | $3.5M | $61.5M |
| Q4 25 | $424.4M | $45.7M | ||
| Q3 25 | $417.1M | $48.0M | ||
| Q2 25 | $415.9M | $10.1M | ||
| Q1 25 | $406.5M | $11.2M | ||
| Q4 24 | $455.6M | $13.2M | ||
| Q3 24 | $451.5M | $14.5M | ||
| Q2 24 | $449.8M | $14.9M | ||
| Q1 24 | $452.0M | $14.6M |
| Q4 25 | $640.5M | $209.2M | ||
| Q3 25 | $646.3M | $222.4M | ||
| Q2 25 | $646.7M | $225.3M | ||
| Q1 25 | $646.1M | $222.9M | ||
| Q4 24 | $604.7M | $227.4M | ||
| Q3 24 | $601.5M | $233.7M | ||
| Q2 24 | $598.7M | $229.9M | ||
| Q1 24 | $571.7M | $227.2M |
| Q4 25 | 0.00× | 0.76× | ||
| Q3 25 | 0.00× | 0.73× | ||
| Q2 25 | 0.00× | 7.19× | ||
| Q1 25 | 0.00× | 6.15× | ||
| Q4 24 | 0.00× | 4.94× | ||
| Q3 24 | 0.00× | 4.47× | ||
| Q2 24 | 0.00× | 4.46× | ||
| Q1 24 | 0.01× | 4.21× |
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 | $-8.7M |
| Free Cash FlowOCF − Capex | $9.8M | $-9.4M |
| FCF MarginFCF / Revenue | 10.8% | -8.3% |
| Capex IntensityCapex / Revenue | 1.7% | 0.6% |
| Cash ConversionOCF / Net Profit | 2.11× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-29.1M | $-13.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.4M | $-8.7M | ||
| Q3 25 | $-8.9M | $6.4M | ||
| Q2 25 | $19.8M | $-3.3M | ||
| Q1 25 | $-45.2M | $-4.1M | ||
| Q4 24 | $37.5M | $2.2M | ||
| Q3 24 | $10.4M | $1.9M | ||
| Q2 24 | $-15.3M | $2.3M | ||
| Q1 24 | $-21.5M | $4.9M |
| Q4 25 | $9.8M | $-9.4M | ||
| Q3 25 | $-9.8M | $5.6M | ||
| Q2 25 | $18.6M | $-4.3M | ||
| Q1 25 | $-47.6M | $-5.3M | ||
| Q4 24 | $32.3M | $504.0K | ||
| Q3 24 | $8.9M | $-205.0K | ||
| Q2 24 | $-18.9M | $147.0K | ||
| Q1 24 | $-25.0M | $2.2M |
| Q4 25 | 10.8% | -8.3% | ||
| Q3 25 | -13.8% | 5.5% | ||
| Q2 25 | 17.3% | -4.5% | ||
| Q1 25 | -72.4% | -5.9% | ||
| Q4 24 | 34.0% | 0.5% | ||
| Q3 24 | 10.7% | -0.2% | ||
| Q2 24 | -24.6% | 0.2% | ||
| Q1 24 | -27.7% | 2.2% |
| Q4 25 | 1.7% | 0.6% | ||
| Q3 25 | 1.3% | 0.8% | ||
| Q2 25 | 1.1% | 1.0% | ||
| Q1 25 | 3.7% | 1.3% | ||
| Q4 24 | 5.6% | 1.6% | ||
| Q3 24 | 1.9% | 2.2% | ||
| Q2 24 | 4.7% | 2.4% | ||
| Q1 24 | 3.9% | 2.8% |
| 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× | 8.97× |
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% |
BRCC
| Sales Channel Through Intermediary | $72.9M | 65% |
| Sales Channel Directly To Consumer | $34.4M | 31% |
| Outpost | $5.4M | 5% |
