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Side-by-side financial comparison of AerSale Corp (ASLE) and Donnelley Financial Solutions, Inc. (DFIN). Click either name above to swap in a different company.
Donnelley Financial Solutions, Inc. is the larger business by last-quarter revenue ($172.5M vs $90.9M, roughly 1.9× AerSale Corp). AerSale Corp runs the higher net margin — 5.9% vs 3.6%, a 2.3% gap on every dollar of revenue. On growth, Donnelley Financial Solutions, Inc. posted the faster year-over-year revenue change (10.4% vs -4.0%). Donnelley Financial Solutions, Inc. produced more free cash flow last quarter ($47.9M vs $9.8M). Over the past eight quarters, AerSale Corp's revenue compounded faster (0.2% CAGR vs -7.9%).
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.
Donnelley Financial Solutions (DFIN) is a financial compliance company based in Chicago, Illinois, United States. The company provides software as a service (SaaS) products, software-enabled services (SeS), print, and compliance services related to US Securities and Exchange Commission regulations to companies in capital and investment markets.
ASLE vs DFIN — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $90.9M | $172.5M |
| Net Profit | $5.4M | $6.2M |
| Gross Margin | 34.1% | — |
| Operating Margin | 7.8% | 8.3% |
| Net Margin | 5.9% | 3.6% |
| Revenue YoY | -4.0% | 10.4% |
| Net Profit YoY | 99.7% | -1.6% |
| EPS (diluted) | $0.10 | $0.31 |
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 | $172.5M | ||
| Q3 25 | $71.2M | $175.3M | ||
| Q2 25 | $107.4M | $218.1M | ||
| Q1 25 | $65.8M | $201.1M | ||
| Q4 24 | $94.7M | $156.3M | ||
| Q3 24 | $82.7M | $179.5M | ||
| Q2 24 | $77.1M | $242.7M | ||
| Q1 24 | $90.5M | $203.4M |
| Q4 25 | $5.4M | $6.2M | ||
| Q3 25 | $-120.0K | $-40.9M | ||
| Q2 25 | $8.6M | $36.1M | ||
| Q1 25 | $-5.3M | $31.0M | ||
| Q4 24 | $2.7M | $6.3M | ||
| Q3 24 | $509.0K | $8.7M | ||
| Q2 24 | $-3.6M | $44.1M | ||
| Q1 24 | $6.3M | $33.3M |
| 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% | 8.3% | ||
| Q3 25 | 4.0% | 16.1% | ||
| Q2 25 | 11.7% | 24.2% | ||
| Q1 25 | -10.1% | 22.8% | ||
| Q4 24 | 5.2% | 6.0% | ||
| Q3 24 | 2.4% | 10.1% | ||
| Q2 24 | -2.4% | 26.6% | ||
| Q1 24 | 5.2% | 21.9% |
| Q4 25 | 5.9% | 3.6% | ||
| Q3 25 | -0.2% | -23.3% | ||
| Q2 25 | 8.0% | 16.6% | ||
| Q1 25 | -8.0% | 15.4% | ||
| Q4 24 | 2.9% | 4.0% | ||
| Q3 24 | 0.6% | 4.8% | ||
| Q2 24 | -4.7% | 18.2% | ||
| Q1 24 | 6.9% | 16.4% |
| Q4 25 | $0.10 | $0.31 | ||
| Q3 25 | $0.00 | $-1.49 | ||
| Q2 25 | $0.18 | $1.28 | ||
| Q1 25 | $-0.10 | $1.05 | ||
| Q4 24 | $0.05 | $0.21 | ||
| Q3 24 | $0.01 | $0.29 | ||
| Q2 24 | $-0.07 | $1.47 | ||
| Q1 24 | $0.12 | $1.09 |
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 | $24.5M |
| Total DebtLower is stronger | $1.3M | $171.3M |
| Stockholders' EquityBook value | $424.4M | $379.2M |
| Total Assets | $640.5M | $800.4M |
| Debt / EquityLower = less leverage | 0.00× | 0.45× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.4M | $24.5M | ||
| Q3 25 | $5.3M | $22.7M | ||
| Q2 25 | $5.7M | $33.8M | ||
| Q1 25 | $4.7M | $16.2M | ||
| Q4 24 | $4.7M | $57.3M | ||
| Q3 24 | $9.8M | $33.6M | ||
| Q2 24 | $4.3M | $35.0M | ||
| Q1 24 | $2.6M | $43.7M |
| Q4 25 | $1.3M | $171.3M | ||
| Q3 25 | $1.5M | $154.7M | ||
| Q2 25 | $907.0K | $190.1M | ||
| Q1 25 | $1.1M | $189.5M | ||
| Q4 24 | $1.2M | $124.7M | ||
| Q3 24 | $376.0K | — | ||
| Q2 24 | $522.0K | — | ||
| Q1 24 | $3.5M | — |
| Q4 25 | $424.4M | $379.2M | ||
| Q3 25 | $417.1M | $423.1M | ||
| Q2 25 | $415.9M | $432.1M | ||
| Q1 25 | $406.5M | $419.9M | ||
| Q4 24 | $455.6M | $436.1M | ||
| Q3 24 | $451.5M | $444.5M | ||
| Q2 24 | $449.8M | $441.5M | ||
| Q1 24 | $452.0M | $408.9M |
| Q4 25 | $640.5M | $800.4M | ||
| Q3 25 | $646.3M | $816.3M | ||
| Q2 25 | $646.7M | $874.7M | ||
| Q1 25 | $646.1M | $852.8M | ||
| Q4 24 | $604.7M | $841.6M | ||
| Q3 24 | $601.5M | $843.6M | ||
| Q2 24 | $598.7M | $882.9M | ||
| Q1 24 | $571.7M | $867.8M |
| Q4 25 | 0.00× | 0.45× | ||
| Q3 25 | 0.00× | 0.37× | ||
| Q2 25 | 0.00× | 0.44× | ||
| Q1 25 | 0.00× | 0.45× | ||
| Q4 24 | 0.00× | 0.29× | ||
| 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 | $59.8M |
| Free Cash FlowOCF − Capex | $9.8M | $47.9M |
| FCF MarginFCF / Revenue | 10.8% | 27.8% |
| Capex IntensityCapex / Revenue | 1.7% | 6.9% |
| Cash ConversionOCF / Net Profit | 2.11× | 9.65× |
| TTM Free Cash FlowTrailing 4 quarters | $-29.1M | $107.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.4M | $59.8M | ||
| Q3 25 | $-8.9M | $74.4M | ||
| Q2 25 | $19.8M | $68.4M | ||
| Q1 25 | $-45.2M | $-37.7M | ||
| Q4 24 | $37.5M | $56.4M | ||
| Q3 24 | $10.4M | $86.4M | ||
| Q2 24 | $-15.3M | $56.2M | ||
| Q1 24 | $-21.5M | $-27.9M |
| Q4 25 | $9.8M | $47.9M | ||
| Q3 25 | $-9.8M | $59.2M | ||
| Q2 25 | $18.6M | $51.7M | ||
| Q1 25 | $-47.6M | $-51.0M | ||
| Q4 24 | $32.3M | $41.3M | ||
| Q3 24 | $8.9M | $67.3M | ||
| Q2 24 | $-18.9M | $36.8M | ||
| Q1 24 | $-25.0M | $-40.2M |
| Q4 25 | 10.8% | 27.8% | ||
| Q3 25 | -13.8% | 33.8% | ||
| Q2 25 | 17.3% | 23.7% | ||
| Q1 25 | -72.4% | -25.4% | ||
| Q4 24 | 34.0% | 26.4% | ||
| Q3 24 | 10.7% | 37.5% | ||
| Q2 24 | -24.6% | 15.2% | ||
| Q1 24 | -27.7% | -19.8% |
| Q4 25 | 1.7% | 6.9% | ||
| Q3 25 | 1.3% | 8.7% | ||
| Q2 25 | 1.1% | 7.7% | ||
| Q1 25 | 3.7% | 6.6% | ||
| Q4 24 | 5.6% | 9.7% | ||
| Q3 24 | 1.9% | 10.6% | ||
| Q2 24 | 4.7% | 8.0% | ||
| Q1 24 | 3.9% | 6.0% |
| Q4 25 | 2.11× | 9.65× | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.31× | 1.89× | ||
| Q1 25 | — | -1.22× | ||
| Q4 24 | 13.89× | 8.95× | ||
| Q3 24 | 20.52× | 9.93× | ||
| Q2 24 | — | 1.27× | ||
| Q1 24 | -3.42× | -0.84× |
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% |
DFIN
| Technology Service | $68.0M | 39% |
| Capital Markets Compliance And Communications Management | $61.6M | 36% |
| Investment Companies Software Solutions | $30.9M | 18% |
| Print And Distribution Service | $13.6M | 8% |
