vs
Side-by-side financial comparison of AerSale Corp (ASLE) and CareTrust REIT, Inc. (CTRE). Click either name above to swap in a different company.
CareTrust REIT, Inc. is the larger business by last-quarter revenue ($134.9M vs $90.9M, roughly 1.5× AerSale Corp). CareTrust REIT, Inc. runs the higher net margin — 82.5% vs 5.9%, a 76.6% gap on every dollar of revenue. On growth, CareTrust REIT, Inc. posted the faster year-over-year revenue change (55.1% vs -4.0%). Over the past eight quarters, CareTrust REIT, Inc.'s revenue compounded faster (46.2% 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.
CareTrust REIT, Inc.CTREEarnings & Financial Report
Target Healthcare REIT is a British property investment company which invests in healthcare properties and holds a large portfolio of care homes. It is structured as a real estate investment trust (REIT) and is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.
ASLE vs CTRE — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $90.9M | $134.9M |
| Net Profit | $5.4M | $111.3M |
| Gross Margin | 34.1% | — |
| Operating Margin | 7.8% | — |
| Net Margin | 5.9% | 82.5% |
| Revenue YoY | -4.0% | 55.1% |
| Net Profit YoY | 99.7% | 113.5% |
| EPS (diluted) | $0.10 | $0.52 |
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 | $134.9M | ||
| Q3 25 | $71.2M | $132.4M | ||
| Q2 25 | $107.4M | $112.5M | ||
| Q1 25 | $65.8M | $96.6M | ||
| Q4 24 | $94.7M | $86.9M | ||
| Q3 24 | $82.7M | $77.4M | ||
| Q2 24 | $77.1M | $68.9M | ||
| Q1 24 | $90.5M | $63.1M |
| Q4 25 | $5.4M | $111.3M | ||
| Q3 25 | $-120.0K | $74.9M | ||
| Q2 25 | $8.6M | $68.5M | ||
| Q1 25 | $-5.3M | $65.8M | ||
| Q4 24 | $2.7M | $52.1M | ||
| Q3 24 | $509.0K | $33.4M | ||
| Q2 24 | $-3.6M | $10.8M | ||
| Q1 24 | $6.3M | $28.7M |
| 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% | 58.1% | ||
| Q2 25 | 11.7% | 61.3% | ||
| Q1 25 | -10.1% | — | ||
| Q4 24 | 5.2% | — | ||
| Q3 24 | 2.4% | 43.0% | ||
| Q2 24 | -2.4% | 15.1% | ||
| Q1 24 | 5.2% | — |
| Q4 25 | 5.9% | 82.5% | ||
| Q3 25 | -0.2% | 56.6% | ||
| Q2 25 | 8.0% | 60.9% | ||
| Q1 25 | -8.0% | 68.1% | ||
| Q4 24 | 2.9% | 60.0% | ||
| Q3 24 | 0.6% | 43.2% | ||
| Q2 24 | -4.7% | 15.6% | ||
| Q1 24 | 6.9% | 45.6% |
| Q4 25 | $0.10 | $0.52 | ||
| Q3 25 | $0.00 | $0.35 | ||
| Q2 25 | $0.18 | $0.35 | ||
| Q1 25 | $-0.10 | $0.35 | ||
| Q4 24 | $0.05 | $0.30 | ||
| Q3 24 | $0.01 | $0.21 | ||
| Q2 24 | $-0.07 | $0.07 | ||
| Q1 24 | $0.12 | $0.22 |
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 | $198.0M |
| Total DebtLower is stronger | $1.3M | $894.2M |
| Stockholders' EquityBook value | $424.4M | $4.0B |
| Total Assets | $640.5M | $5.1B |
| Debt / EquityLower = less leverage | 0.00× | 0.22× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.4M | $198.0M | ||
| Q3 25 | $5.3M | $712.5M | ||
| Q2 25 | $5.7M | $306.1M | ||
| Q1 25 | $4.7M | $26.5M | ||
| Q4 24 | $4.7M | $213.8M | ||
| Q3 24 | $9.8M | $377.1M | ||
| Q2 24 | $4.3M | $495.1M | ||
| Q1 24 | $2.6M | $451.2M |
| Q4 25 | $1.3M | $894.2M | ||
| Q3 25 | $1.5M | $893.8M | ||
| Q2 25 | $907.0K | $1.2B | ||
| Q1 25 | $1.1M | $822.1M | ||
| Q4 24 | $1.2M | $396.9M | ||
| Q3 24 | $376.0K | $396.7M | ||
| Q2 24 | $522.0K | $671.1M | ||
| Q1 24 | $3.5M | $595.9M |
| Q4 25 | $424.4M | $4.0B | ||
| Q3 25 | $417.1M | $4.0B | ||
| Q2 25 | $415.9M | $3.3B | ||
| Q1 25 | $406.5M | $2.9B | ||
| Q4 24 | $455.6M | $2.9B | ||
| Q3 24 | $451.5M | $2.4B | ||
| Q2 24 | $449.8M | $1.9B | ||
| Q1 24 | $452.0M | $1.7B |
| Q4 25 | $640.5M | $5.1B | ||
| Q3 25 | $646.3M | $5.1B | ||
| Q2 25 | $646.7M | $4.7B | ||
| Q1 25 | $646.1M | $3.9B | ||
| Q4 24 | $604.7M | $3.4B | ||
| Q3 24 | $601.5M | $2.9B | ||
| Q2 24 | $598.7M | $2.7B | ||
| Q1 24 | $571.7M | $2.3B |
| Q4 25 | 0.00× | 0.22× | ||
| Q3 25 | 0.00× | 0.22× | ||
| Q2 25 | 0.00× | 0.35× | ||
| Q1 25 | 0.00× | 0.28× | ||
| Q4 24 | 0.00× | 0.14× | ||
| Q3 24 | 0.00× | 0.16× | ||
| Q2 24 | 0.00× | 0.35× | ||
| Q1 24 | 0.01× | 0.36× |
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 | $394.0M |
| Free Cash FlowOCF − Capex | $9.8M | — |
| FCF MarginFCF / Revenue | 10.8% | — |
| Capex IntensityCapex / Revenue | 1.7% | — |
| Cash ConversionOCF / Net Profit | 2.11× | 3.54× |
| TTM Free Cash FlowTrailing 4 quarters | $-29.1M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.4M | $394.0M | ||
| Q3 25 | $-8.9M | $100.9M | ||
| Q2 25 | $19.8M | $100.8M | ||
| Q1 25 | $-45.2M | $71.4M | ||
| Q4 24 | $37.5M | $244.3M | ||
| Q3 24 | $10.4M | $67.2M | ||
| Q2 24 | $-15.3M | $53.0M | ||
| Q1 24 | $-21.5M | $48.8M |
| 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× | 3.54× | ||
| Q3 25 | — | 1.35× | ||
| Q2 25 | 2.31× | 1.47× | ||
| Q1 25 | — | 1.08× | ||
| Q4 24 | 13.89× | 4.68× | ||
| Q3 24 | 20.52× | 2.01× | ||
| Q2 24 | — | 4.92× | ||
| Q1 24 | -3.42× | 1.70× |
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% |
CTRE
Segment breakdown not available.
