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Side-by-side financial comparison of AerSale Corp (ASLE) and Ellington Financial Inc. (EFC). Click either name above to swap in a different company.
AerSale Corp is the larger business by last-quarter revenue ($90.9M vs $78.2M, roughly 1.2× Ellington Financial Inc.). Ellington Financial Inc. runs the higher net margin — 28.9% vs 5.9%, a 23.0% gap on every dollar of revenue. On growth, Ellington Financial Inc. posted the faster year-over-year revenue change (8.7% vs -4.0%). Over the past eight quarters, Ellington Financial Inc.'s revenue compounded faster (1.8% 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.
Ellington Management Group is an American hedge fund firm. As of June 2019, the firm was reportedly managing $8.5 billion in structured products and other credit instruments.
ASLE vs EFC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $90.9M | $78.2M |
| Net Profit | $5.4M | $22.6M |
| Gross Margin | 34.1% | — |
| Operating Margin | 7.8% | 7.4% |
| Net Margin | 5.9% | 28.9% |
| Revenue YoY | -4.0% | 8.7% |
| Net Profit YoY | 99.7% | -26.2% |
| EPS (diluted) | $0.10 | $0.10 |
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 | $78.2M | ||
| Q3 25 | $71.2M | $82.8M | ||
| Q2 25 | $107.4M | $92.5M | ||
| Q1 25 | $65.8M | $82.9M | ||
| Q4 24 | $94.7M | $72.0M | ||
| Q3 24 | $82.7M | $67.0M | ||
| Q2 24 | $77.1M | $91.2M | ||
| Q1 24 | $90.5M | $75.5M |
| Q4 25 | $5.4M | $22.6M | ||
| Q3 25 | $-120.0K | $29.5M | ||
| Q2 25 | $8.6M | $42.9M | ||
| Q1 25 | $-5.3M | $31.6M | ||
| Q4 24 | $2.7M | $30.7M | ||
| Q3 24 | $509.0K | $16.2M | ||
| Q2 24 | $-3.6M | $52.3M | ||
| Q1 24 | $6.3M | $26.9M |
| 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% | 7.4% | ||
| Q3 25 | 4.0% | 31.1% | ||
| Q2 25 | 11.7% | 38.3% | ||
| Q1 25 | -10.1% | 37.3% | ||
| Q4 24 | 5.2% | 28.0% | ||
| Q3 24 | 2.4% | 24.0% | ||
| Q2 24 | -2.4% | 52.8% | ||
| Q1 24 | 5.2% | 42.2% |
| Q4 25 | 5.9% | 28.9% | ||
| Q3 25 | -0.2% | 35.7% | ||
| Q2 25 | 8.0% | 46.4% | ||
| Q1 25 | -8.0% | 38.2% | ||
| Q4 24 | 2.9% | 42.6% | ||
| Q3 24 | 0.6% | 24.1% | ||
| Q2 24 | -4.7% | 57.4% | ||
| Q1 24 | 6.9% | 35.6% |
| Q4 25 | $0.10 | $0.10 | ||
| Q3 25 | $0.00 | $0.29 | ||
| Q2 25 | $0.18 | $0.45 | ||
| Q1 25 | $-0.10 | $0.35 | ||
| Q4 24 | $0.05 | $0.23 | ||
| Q3 24 | $0.01 | $0.19 | ||
| Q2 24 | $-0.07 | $0.62 | ||
| Q1 24 | $0.12 | $0.32 |
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 | $201.9M |
| Total DebtLower is stronger | $1.3M | — |
| Stockholders' EquityBook value | $424.4M | $1.8B |
| Total Assets | $640.5M | $19.4B |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.4M | $201.9M | ||
| Q3 25 | $5.3M | $184.8M | ||
| Q2 25 | $5.7M | $211.0M | ||
| Q1 25 | $4.7M | $203.3M | ||
| Q4 24 | $4.7M | $192.4M | ||
| Q3 24 | $9.8M | $217.7M | ||
| Q2 24 | $4.3M | $198.5M | ||
| Q1 24 | $2.6M | $187.5M |
| 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 | $1.8B | ||
| Q3 25 | $417.1M | $1.8B | ||
| Q2 25 | $415.9M | $1.7B | ||
| Q1 25 | $406.5M | $1.6B | ||
| Q4 24 | $455.6M | $1.6B | ||
| Q3 24 | $451.5M | $1.6B | ||
| Q2 24 | $449.8M | $1.6B | ||
| Q1 24 | $452.0M | $1.5B |
| Q4 25 | $640.5M | $19.4B | ||
| Q3 25 | $646.3M | $17.8B | ||
| Q2 25 | $646.7M | $17.1B | ||
| Q1 25 | $646.1M | $16.6B | ||
| Q4 24 | $604.7M | $16.3B | ||
| Q3 24 | $601.5M | $16.0B | ||
| Q2 24 | $598.7M | $15.1B | ||
| Q1 24 | $571.7M | $15.1B |
| 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 | $-925.5M |
| Free Cash FlowOCF − Capex | $9.8M | — |
| FCF MarginFCF / Revenue | 10.8% | — |
| Capex IntensityCapex / Revenue | 1.7% | 0.0% |
| Cash ConversionOCF / Net Profit | 2.11× | -40.92× |
| TTM Free Cash FlowTrailing 4 quarters | $-29.1M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.4M | $-925.5M | ||
| Q3 25 | $-8.9M | $-290.4M | ||
| Q2 25 | $19.8M | $-210.5M | ||
| Q1 25 | $-45.2M | $-126.4M | ||
| Q4 24 | $37.5M | $-430.5M | ||
| Q3 24 | $10.4M | $-141.7M | ||
| Q2 24 | $-15.3M | $-88.6M | ||
| Q1 24 | $-21.5M | $-59.5M |
| 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% | 0.0% | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | 3.7% | — | ||
| Q4 24 | 5.6% | 0.0% | ||
| Q3 24 | 1.9% | 0.0% | ||
| Q2 24 | 4.7% | 0.0% | ||
| Q1 24 | 3.9% | 0.0% |
| Q4 25 | 2.11× | -40.92× | ||
| Q3 25 | — | -9.84× | ||
| Q2 25 | 2.31× | -4.90× | ||
| Q1 25 | — | -3.99× | ||
| Q4 24 | 13.89× | -14.04× | ||
| Q3 24 | 20.52× | -8.76× | ||
| Q2 24 | — | -1.69× | ||
| Q1 24 | -3.42× | -2.21× |
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% |
EFC
Segment breakdown not available.
