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Side-by-side financial comparison of AerSale Corp (ASLE) and Claros Mortgage Trust, Inc. (CMTG). Click either name above to swap in a different company.
AerSale Corp is the larger business by last-quarter revenue ($90.9M vs $46.7M, roughly 1.9× Claros Mortgage Trust, Inc.). AerSale Corp runs the higher net margin — 5.9% vs -468.9%, a 474.9% gap on every dollar of revenue. On growth, AerSale Corp posted the faster year-over-year revenue change (-4.0% vs -22.4%). Over the past eight quarters, AerSale Corp's revenue compounded faster (0.2% CAGR vs -10.9%).
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.
Claros Mortgage Trust, Inc. is a U.S.-based real estate investment trust that invests in diversified mortgage-related assets, including residential and commercial mortgage loans and mortgage-backed securities. It pursues stable, risk-adjusted long-term returns for shareholders via rigorous asset evaluation and active portfolio management.
ASLE vs CMTG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $90.9M | $46.7M |
| Net Profit | $5.4M | $-219.2M |
| Gross Margin | 34.1% | — |
| Operating Margin | 7.8% | — |
| Net Margin | 5.9% | -468.9% |
| Revenue YoY | -4.0% | -22.4% |
| Net Profit YoY | 99.7% | -117.7% |
| EPS (diluted) | $0.10 | $-1.56 |
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 | $46.7M | ||
| Q3 25 | $71.2M | $46.1M | ||
| Q2 25 | $107.4M | $51.6M | ||
| Q1 25 | $65.8M | $43.4M | ||
| Q4 24 | $94.7M | $60.2M | ||
| Q3 24 | $82.7M | $64.9M | ||
| Q2 24 | $77.1M | $64.5M | ||
| Q1 24 | $90.5M | $58.8M |
| Q4 25 | $5.4M | $-219.2M | ||
| Q3 25 | $-120.0K | $-9.5M | ||
| Q2 25 | $8.6M | $-181.7M | ||
| Q1 25 | $-5.3M | $-78.6M | ||
| Q4 24 | $2.7M | $-100.7M | ||
| Q3 24 | $509.0K | $-56.2M | ||
| Q2 24 | $-3.6M | $-11.6M | ||
| Q1 24 | $6.3M | $-52.8M |
| 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 | 5.9% | -468.9% | ||
| Q3 25 | -0.2% | -20.7% | ||
| Q2 25 | 8.0% | -351.9% | ||
| Q1 25 | -8.0% | -181.3% | ||
| Q4 24 | 2.9% | -167.2% | ||
| Q3 24 | 0.6% | -86.7% | ||
| Q2 24 | -4.7% | -17.9% | ||
| Q1 24 | 6.9% | -89.7% |
| Q4 25 | $0.10 | $-1.56 | ||
| Q3 25 | $0.00 | $-0.07 | ||
| Q2 25 | $0.18 | $-1.30 | ||
| Q1 25 | $-0.10 | $-0.56 | ||
| Q4 24 | $0.05 | $-0.72 | ||
| Q3 24 | $0.01 | $-0.40 | ||
| Q2 24 | $-0.07 | $-0.09 | ||
| Q1 24 | $0.12 | $-0.39 |
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 | $173.2M |
| Total DebtLower is stronger | $1.3M | $3.2B |
| Stockholders' EquityBook value | $424.4M | $1.5B |
| Total Assets | $640.5M | $4.7B |
| Debt / EquityLower = less leverage | 0.00× | 2.06× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.4M | $173.2M | ||
| Q3 25 | $5.3M | $339.5M | ||
| Q2 25 | $5.7M | $209.2M | ||
| Q1 25 | $4.7M | $127.8M | ||
| Q4 24 | $4.7M | $99.1M | ||
| Q3 24 | $9.8M | $113.9M | ||
| Q2 24 | $4.3M | $148.2M | ||
| Q1 24 | $2.6M | $232.5M |
| Q4 25 | $1.3M | $3.2B | ||
| Q3 25 | $1.5M | $3.7B | ||
| Q2 25 | $907.0K | $4.0B | ||
| Q1 25 | $1.1M | $4.7B | ||
| Q4 24 | $1.2M | $4.9B | ||
| Q3 24 | $376.0K | $5.1B | ||
| Q2 24 | $522.0K | $5.3B | ||
| Q1 24 | $3.5M | $5.5B |
| Q4 25 | $424.4M | $1.5B | ||
| Q3 25 | $417.1M | $1.7B | ||
| Q2 25 | $415.9M | $1.8B | ||
| Q1 25 | $406.5M | $1.9B | ||
| Q4 24 | $455.6M | $2.0B | ||
| Q3 24 | $451.5M | $2.1B | ||
| Q2 24 | $449.8M | $2.2B | ||
| Q1 24 | $452.0M | $2.2B |
| Q4 25 | $640.5M | $4.7B | ||
| Q3 25 | $646.3M | $5.4B | ||
| Q2 25 | $646.7M | $5.8B | ||
| Q1 25 | $646.1M | $6.7B | ||
| Q4 24 | $604.7M | $7.0B | ||
| Q3 24 | $601.5M | $7.3B | ||
| Q2 24 | $598.7M | $7.6B | ||
| Q1 24 | $571.7M | $7.8B |
| Q4 25 | 0.00× | 2.06× | ||
| Q3 25 | 0.00× | 2.09× | ||
| Q2 25 | 0.00× | 2.29× | ||
| Q1 25 | 0.00× | 2.42× | ||
| Q4 24 | 0.00× | 2.44× | ||
| Q3 24 | 0.00× | 2.44× | ||
| Q2 24 | 0.00× | 2.46× | ||
| Q1 24 | 0.01× | 2.47× |
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 | $-30.5M |
| 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.
| Q4 25 | $11.4M | $-30.5M | ||
| Q3 25 | $-8.9M | $8.8M | ||
| Q2 25 | $19.8M | $-5.8M | ||
| Q1 25 | $-45.2M | $-35.8M | ||
| Q4 24 | $37.5M | $84.5M | ||
| Q3 24 | $10.4M | $39.2M | ||
| Q2 24 | $-15.3M | $5.5M | ||
| Q1 24 | $-21.5M | $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 | 2.11× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.31× | — | ||
| Q1 25 | — | — | ||
| 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
ASLE
| Products | $57.8M | 64% |
| Maintenance | $23.2M | 26% |
| Leasing Arrangements | $9.9M | 11% |
CMTG
| Real Estate Owned Portfolio | $34.2M | 73% |
| Other | $11.1M | 24% |
| Mixed Use Property Fixed Rents | $1.4M | 3% |
