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Side-by-side financial comparison of AerSale Corp (ASLE) and COHEN & STEERS, INC. (CNS). Click either name above to swap in a different company.
COHEN & STEERS, INC. is the larger business by last-quarter revenue ($143.8M vs $90.9M, roughly 1.6× AerSale Corp). COHEN & STEERS, INC. runs the higher net margin — 24.3% vs 5.9%, a 18.3% gap on every dollar of revenue. On growth, COHEN & STEERS, INC. posted the faster year-over-year revenue change (2.9% vs -4.0%). AerSale Corp produced more free cash flow last quarter ($9.8M vs $-126.4M). Over the past eight quarters, COHEN & STEERS, INC.'s revenue compounded faster (8.3% 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.
Cohen & Steers is an American investment management company. It focuses on investments in real estate securities via real estate investment trusts (REIT) and alternative income via preferred securities.
ASLE vs CNS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $90.9M | $143.8M |
| Net Profit | $5.4M | $34.9M |
| Gross Margin | 34.1% | — |
| Operating Margin | 7.8% | 28.0% |
| Net Margin | 5.9% | 24.3% |
| Revenue YoY | -4.0% | 2.9% |
| Net Profit YoY | 99.7% | -23.9% |
| EPS (diluted) | $0.10 | $0.67 |
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 | $143.8M | ||
| Q3 25 | $71.2M | $141.7M | ||
| Q2 25 | $107.4M | $136.1M | ||
| Q1 25 | $65.8M | $134.5M | ||
| Q4 24 | $94.7M | $139.8M | ||
| Q3 24 | $82.7M | $133.2M | ||
| Q2 24 | $77.1M | $121.7M | ||
| Q1 24 | $90.5M | $122.7M |
| Q4 25 | $5.4M | $34.9M | ||
| Q3 25 | $-120.0K | $41.7M | ||
| Q2 25 | $8.6M | $36.8M | ||
| Q1 25 | $-5.3M | $39.8M | ||
| Q4 24 | $2.7M | $45.8M | ||
| Q3 24 | $509.0K | $39.7M | ||
| Q2 24 | $-3.6M | $31.8M | ||
| Q1 24 | $6.3M | $34.0M |
| 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% | 28.0% | ||
| Q3 25 | 4.0% | 34.5% | ||
| Q2 25 | 11.7% | 31.8% | ||
| Q1 25 | -10.1% | 33.6% | ||
| Q4 24 | 5.2% | 35.3% | ||
| Q3 24 | 2.4% | 33.7% | ||
| Q2 24 | -2.4% | 31.5% | ||
| Q1 24 | 5.2% | 32.8% |
| Q4 25 | 5.9% | 24.3% | ||
| Q3 25 | -0.2% | 29.4% | ||
| Q2 25 | 8.0% | 27.1% | ||
| Q1 25 | -8.0% | 29.6% | ||
| Q4 24 | 2.9% | 32.8% | ||
| Q3 24 | 0.6% | 29.8% | ||
| Q2 24 | -4.7% | 26.1% | ||
| Q1 24 | 6.9% | 27.7% |
| Q4 25 | $0.10 | $0.67 | ||
| Q3 25 | $0.00 | $0.81 | ||
| Q2 25 | $0.18 | $0.72 | ||
| Q1 25 | $-0.10 | $0.77 | ||
| Q4 24 | $0.05 | $0.89 | ||
| Q3 24 | $0.01 | $0.77 | ||
| Q2 24 | $-0.07 | $0.63 | ||
| Q1 24 | $0.12 | $0.68 |
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 | $145.5M |
| Total DebtLower is stronger | $1.3M | — |
| Stockholders' EquityBook value | $424.4M | $562.0M |
| Total Assets | $640.5M | $876.7M |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.4M | $145.5M | ||
| Q3 25 | $5.3M | $98.1M | ||
| Q2 25 | $5.7M | $95.4M | ||
| Q1 25 | $4.7M | $65.2M | ||
| Q4 24 | $4.7M | $183.0M | ||
| Q3 24 | $9.8M | $106.5M | ||
| Q2 24 | $4.3M | $122.0M | ||
| Q1 24 | $2.6M | $99.5M |
| 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 | $424.4M | $562.0M | ||
| Q3 25 | $417.1M | $550.3M | ||
| Q2 25 | $415.9M | $528.5M | ||
| Q1 25 | $406.5M | $507.7M | ||
| Q4 24 | $455.6M | $511.7M | ||
| Q3 24 | $451.5M | $491.0M | ||
| Q2 24 | $449.8M | $463.2M | ||
| Q1 24 | $452.0M | $378.9M |
| Q4 25 | $640.5M | $876.7M | ||
| Q3 25 | $646.3M | $801.6M | ||
| Q2 25 | $646.7M | $751.0M | ||
| Q1 25 | $646.1M | $834.9M | ||
| Q4 24 | $604.7M | $812.4M | ||
| Q3 24 | $601.5M | $727.8M | ||
| Q2 24 | $598.7M | $784.1M | ||
| Q1 24 | $571.7M | $680.7M |
| 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 | $11.4M | $-120.4M |
| Free Cash FlowOCF − Capex | $9.8M | $-126.4M |
| FCF MarginFCF / Revenue | 10.8% | -87.9% |
| Capex IntensityCapex / Revenue | 1.7% | 4.2% |
| Cash ConversionOCF / Net Profit | 2.11× | -3.45× |
| TTM Free Cash FlowTrailing 4 quarters | $-29.1M | $-253.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.4M | $-120.4M | ||
| Q3 25 | $-8.9M | $55.1M | ||
| Q2 25 | $19.8M | $-67.6M | ||
| Q1 25 | $-45.2M | $-108.9M | ||
| Q4 24 | $37.5M | $96.7M | ||
| Q3 24 | $10.4M | $25.6M | ||
| Q2 24 | $-15.3M | $31.4M | ||
| Q1 24 | $-21.5M | $4.9M |
| Q4 25 | $9.8M | $-126.4M | ||
| Q3 25 | $-9.8M | $52.6M | ||
| Q2 25 | $18.6M | $-69.8M | ||
| Q1 25 | $-47.6M | $-110.0M | ||
| Q4 24 | $32.3M | $85.0M | ||
| Q3 24 | $8.9M | $24.2M | ||
| Q2 24 | $-18.9M | $27.1M | ||
| Q1 24 | $-25.0M | $537.0K |
| Q4 25 | 10.8% | -87.9% | ||
| Q3 25 | -13.8% | 37.1% | ||
| Q2 25 | 17.3% | -51.3% | ||
| Q1 25 | -72.4% | -81.8% | ||
| Q4 24 | 34.0% | 60.8% | ||
| Q3 24 | 10.7% | 18.2% | ||
| Q2 24 | -24.6% | 22.3% | ||
| Q1 24 | -27.7% | 0.4% |
| Q4 25 | 1.7% | 4.2% | ||
| Q3 25 | 1.3% | 1.8% | ||
| Q2 25 | 1.1% | 1.6% | ||
| Q1 25 | 3.7% | 0.8% | ||
| Q4 24 | 5.6% | 8.3% | ||
| Q3 24 | 1.9% | 1.1% | ||
| Q2 24 | 4.7% | 3.5% | ||
| Q1 24 | 3.9% | 3.5% |
| Q4 25 | 2.11× | -3.45× | ||
| Q3 25 | — | 1.32× | ||
| Q2 25 | 2.31× | -1.84× | ||
| Q1 25 | — | -2.74× | ||
| Q4 24 | 13.89× | 2.11× | ||
| Q3 24 | 20.52× | 0.65× | ||
| Q2 24 | — | 0.99× | ||
| Q1 24 | -3.42× | 0.14× |
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% |
CNS
Segment breakdown not available.
