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Side-by-side financial comparison of AerSale Corp (ASLE) and PATHWARD FINANCIAL, INC. (CASH). Click either name above to swap in a different company.
PATHWARD FINANCIAL, INC. is the larger business by last-quarter revenue ($173.1M vs $90.9M, roughly 1.9× AerSale Corp). PATHWARD FINANCIAL, INC. runs the higher net margin — 20.3% vs 5.9%, a 14.4% gap on every dollar of revenue. On growth, PATHWARD FINANCIAL, INC. posted the faster year-over-year revenue change (-0.2% vs -4.0%). PATHWARD FINANCIAL, INC. produced more free cash flow last quarter ($104.1M vs $9.8M). Over the past eight quarters, AerSale Corp's revenue compounded faster (0.2% CAGR vs -18.0%).
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.
Pathward Financial, Inc. is a U.S.-based banking and financial services company. It adopted its current name in 2022 after its parent, Meta Financial Group, sold the "Meta" trademark to Meta Platforms.
ASLE vs CASH — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $90.9M | $173.1M |
| Net Profit | $5.4M | $35.2M |
| Gross Margin | 34.1% | — |
| Operating Margin | 7.8% | 24.6% |
| Net Margin | 5.9% | 20.3% |
| Revenue YoY | -4.0% | -0.2% |
| Net Profit YoY | 99.7% | 11.9% |
| EPS (diluted) | $0.10 | $1.57 |
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 | $173.1M | ||
| Q3 25 | $71.2M | $186.7M | ||
| Q2 25 | $107.4M | $195.8M | ||
| Q1 25 | $65.8M | $274.8M | ||
| Q4 24 | $94.7M | $182.6M | ||
| Q3 24 | $82.7M | $179.5M | ||
| Q2 24 | $77.1M | $188.6M | ||
| Q1 24 | $90.5M | $257.6M |
| Q4 25 | $5.4M | $35.2M | ||
| Q3 25 | $-120.0K | $38.8M | ||
| Q2 25 | $8.6M | $42.1M | ||
| Q1 25 | $-5.3M | $75.0M | ||
| Q4 24 | $2.7M | $30.0M | ||
| Q3 24 | $509.0K | $33.5M | ||
| Q2 24 | $-3.6M | $44.9M | ||
| Q1 24 | $6.3M | $69.9M |
| 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% | 24.6% | ||
| Q3 25 | 4.0% | 25.9% | ||
| Q2 25 | 11.7% | 24.1% | ||
| Q1 25 | -10.1% | 33.2% | ||
| Q4 24 | 5.2% | 19.8% | ||
| Q3 24 | 2.4% | 20.9% | ||
| Q2 24 | -2.4% | 27.1% | ||
| Q1 24 | 5.2% | 33.8% |
| Q4 25 | 5.9% | 20.3% | ||
| Q3 25 | -0.2% | 20.8% | ||
| Q2 25 | 8.0% | 21.5% | ||
| Q1 25 | -8.0% | 27.3% | ||
| Q4 24 | 2.9% | 16.4% | ||
| Q3 24 | 0.6% | 18.7% | ||
| Q2 24 | -4.7% | 23.8% | ||
| Q1 24 | 6.9% | 27.1% |
| Q4 25 | $0.10 | $1.57 | ||
| Q3 25 | $0.00 | $1.69 | ||
| Q2 25 | $0.18 | $1.81 | ||
| Q1 25 | $-0.10 | $3.14 | ||
| Q4 24 | $0.05 | $1.23 | ||
| Q3 24 | $0.01 | $1.34 | ||
| Q2 24 | $-0.07 | $1.78 | ||
| Q1 24 | $0.12 | $2.74 |
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 | $331.2M |
| Total DebtLower is stronger | $1.3M | $33.5M |
| Stockholders' EquityBook value | $424.4M | $854.5M |
| Total Assets | $640.5M | $7.6B |
| Debt / EquityLower = less leverage | 0.00× | 0.04× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.4M | $331.2M | ||
| Q3 25 | $5.3M | $120.6M | ||
| Q2 25 | $5.7M | $258.3M | ||
| Q1 25 | $4.7M | $254.2M | ||
| Q4 24 | $4.7M | $597.4M | ||
| Q3 24 | $9.8M | $158.3M | ||
| Q2 24 | $4.3M | $298.9M | ||
| Q1 24 | $2.6M | $347.9M |
| Q4 25 | $1.3M | $33.5M | ||
| Q3 25 | $1.5M | $33.5M | ||
| Q2 25 | $907.0K | $33.4M | ||
| Q1 25 | $1.1M | $33.4M | ||
| Q4 24 | $1.2M | $33.4M | ||
| Q3 24 | $376.0K | $33.4M | ||
| Q2 24 | $522.0K | $33.3M | ||
| Q1 24 | $3.5M | $33.4M |
| Q4 25 | $424.4M | $854.5M | ||
| Q3 25 | $417.1M | $858.0M | ||
| Q2 25 | $415.9M | $819.0M | ||
| Q1 25 | $406.5M | $814.7M | ||
| Q4 24 | $455.6M | $758.3M | ||
| Q3 24 | $451.5M | $822.5M | ||
| Q2 24 | $449.8M | $748.4M | ||
| Q1 24 | $452.0M | $719.5M |
| Q4 25 | $640.5M | $7.6B | ||
| Q3 25 | $646.3M | $7.2B | ||
| Q2 25 | $646.7M | $7.2B | ||
| Q1 25 | $646.1M | $7.0B | ||
| Q4 24 | $604.7M | $7.6B | ||
| Q3 24 | $601.5M | $7.5B | ||
| Q2 24 | $598.7M | $7.5B | ||
| Q1 24 | $571.7M | $7.4B |
| Q4 25 | 0.00× | 0.04× | ||
| Q3 25 | 0.00× | 0.04× | ||
| Q2 25 | 0.00× | 0.04× | ||
| Q1 25 | 0.00× | 0.04× | ||
| Q4 24 | 0.00× | 0.04× | ||
| Q3 24 | 0.00× | 0.04× | ||
| Q2 24 | 0.00× | 0.04× | ||
| Q1 24 | 0.01× | 0.05× |
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 | $108.3M |
| Free Cash FlowOCF − Capex | $9.8M | $104.1M |
| FCF MarginFCF / Revenue | 10.8% | 60.1% |
| Capex IntensityCapex / Revenue | 1.7% | 2.4% |
| Cash ConversionOCF / Net Profit | 2.11× | 3.08× |
| TTM Free Cash FlowTrailing 4 quarters | $-29.1M | $616.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.4M | $108.3M | ||
| Q3 25 | $-8.9M | $303.7M | ||
| Q2 25 | $19.8M | $30.4M | ||
| Q1 25 | $-45.2M | $188.3M | ||
| Q4 24 | $37.5M | $-71.7M | ||
| Q3 24 | $10.4M | $143.1M | ||
| Q2 24 | $-15.3M | $113.2M | ||
| Q1 24 | $-21.5M | $203.0M |
| Q4 25 | $9.8M | $104.1M | ||
| Q3 25 | $-9.8M | $300.3M | ||
| Q2 25 | $18.6M | $27.7M | ||
| Q1 25 | $-47.6M | $184.7M | ||
| Q4 24 | $32.3M | $-73.8M | ||
| Q3 24 | $8.9M | $138.8M | ||
| Q2 24 | $-18.9M | $111.0M | ||
| Q1 24 | $-25.0M | $201.3M |
| Q4 25 | 10.8% | 60.1% | ||
| Q3 25 | -13.8% | 160.9% | ||
| Q2 25 | 17.3% | 14.1% | ||
| Q1 25 | -72.4% | 67.2% | ||
| Q4 24 | 34.0% | -40.4% | ||
| Q3 24 | 10.7% | 77.3% | ||
| Q2 24 | -24.6% | 58.8% | ||
| Q1 24 | -27.7% | 78.1% |
| Q4 25 | 1.7% | 2.4% | ||
| Q3 25 | 1.3% | 1.8% | ||
| Q2 25 | 1.1% | 1.4% | ||
| Q1 25 | 3.7% | 1.3% | ||
| Q4 24 | 5.6% | 1.1% | ||
| Q3 24 | 1.9% | 2.4% | ||
| Q2 24 | 4.7% | 1.2% | ||
| Q1 24 | 3.9% | 0.7% |
| Q4 25 | 2.11× | 3.08× | ||
| Q3 25 | — | 7.83× | ||
| Q2 25 | 2.31× | 0.72× | ||
| Q1 25 | — | 2.51× | ||
| Q4 24 | 13.89× | -2.39× | ||
| Q3 24 | 20.52× | 4.27× | ||
| Q2 24 | — | 2.52× | ||
| Q1 24 | -3.42× | 2.90× |
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% |
CASH
| Consumer | $103.0M | 59% |
| Payment Card And Deposit Fees | $30.1M | 17% |
| Other | $24.2M | 14% |
| Rental Income | $11.6M | 7% |
| Commercial | $4.2M | 2% |
