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Side-by-side financial comparison of AerSale Corp (ASLE) and ESSENTIAL PROPERTIES REALTY TRUST, INC. (EPRT). Click either name above to swap in a different company.
ESSENTIAL PROPERTIES REALTY TRUST, INC. is the larger business by last-quarter revenue ($158.8M vs $90.9M, roughly 1.7× AerSale Corp). ESSENTIAL PROPERTIES REALTY TRUST, INC. runs the higher net margin — 37.8% vs 5.9%, a 31.8% gap on every dollar of revenue. On growth, ESSENTIAL PROPERTIES REALTY TRUST, INC. posted the faster year-over-year revenue change (22.8% vs -4.0%). Over the past eight quarters, ESSENTIAL PROPERTIES REALTY TRUST, INC.'s revenue compounded faster (20.6% 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.
Essential Properties Realty Trust is a publicly traded real estate investment trust (REIT) that acquires, owns and manages a diversified portfolio of single-tenant net-leased commercial properties across the United States. Its assets primarily cover essential service-oriented sectors including casual dining, automotive services, medical clinics, early childhood education centers and light industrial facilities, with tenants mostly holding robust long-term operating track records.
ASLE vs EPRT — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $90.9M | $158.8M |
| Net Profit | $5.4M | $60.0M |
| Gross Margin | 34.1% | — |
| Operating Margin | 7.8% | 56.5% |
| Net Margin | 5.9% | 37.8% |
| Revenue YoY | -4.0% | 22.8% |
| Net Profit YoY | 99.7% | 6.5% |
| EPS (diluted) | $0.10 | $0.28 |
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.
| Q1 26 | — | $158.8M | ||
| Q4 25 | $90.9M | $149.9M | ||
| Q3 25 | $71.2M | $144.9M | ||
| Q2 25 | $107.4M | $137.1M | ||
| Q1 25 | $65.8M | $129.4M | ||
| Q4 24 | $94.7M | $119.7M | ||
| Q3 24 | $82.7M | $117.1M | ||
| Q2 24 | $77.1M | $109.3M |
| Q1 26 | — | $60.0M | ||
| Q4 25 | $5.4M | $68.1M | ||
| Q3 25 | $-120.0K | $65.6M | ||
| Q2 25 | $8.6M | $63.2M | ||
| Q1 25 | $-5.3M | $56.1M | ||
| Q4 24 | $2.7M | $55.4M | ||
| Q3 24 | $509.0K | $49.1M | ||
| Q2 24 | $-3.6M | $51.5M |
| Q1 26 | — | — | ||
| 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 26 | — | 56.5% | ||
| Q4 25 | 7.8% | 65.9% | ||
| Q3 25 | 4.0% | 64.7% | ||
| Q2 25 | 11.7% | 64.1% | ||
| Q1 25 | -10.1% | 61.6% | ||
| Q4 24 | 5.2% | 66.1% | ||
| Q3 24 | 2.4% | 59.7% | ||
| Q2 24 | -2.4% | 61.1% |
| Q1 26 | — | 37.8% | ||
| Q4 25 | 5.9% | 45.4% | ||
| Q3 25 | -0.2% | 45.3% | ||
| Q2 25 | 8.0% | 46.1% | ||
| Q1 25 | -8.0% | 43.4% | ||
| Q4 24 | 2.9% | 46.3% | ||
| Q3 24 | 0.6% | 42.0% | ||
| Q2 24 | -4.7% | 47.1% |
| Q1 26 | — | $0.28 | ||
| Q4 25 | $0.10 | $0.34 | ||
| Q3 25 | $0.00 | $0.33 | ||
| Q2 25 | $0.18 | $0.32 | ||
| Q1 25 | $-0.10 | $0.29 | ||
| Q4 24 | $0.05 | $0.31 | ||
| Q3 24 | $0.01 | $0.27 | ||
| Q2 24 | $-0.07 | $0.29 |
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 | $15.2M |
| Total DebtLower is stronger | $1.3M | — |
| Stockholders' EquityBook value | $424.4M | $4.4B |
| Total Assets | $640.5M | $7.2B |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $15.2M | ||
| Q4 25 | $4.4M | $60.2M | ||
| Q3 25 | $5.3M | $23.8M | ||
| Q2 25 | $5.7M | $20.8M | ||
| Q1 25 | $4.7M | $47.0M | ||
| Q4 24 | $4.7M | $40.7M | ||
| Q3 24 | $9.8M | $32.7M | ||
| Q2 24 | $4.3M | $23.6M |
| Q1 26 | — | — | ||
| Q4 25 | $1.3M | $2.5B | ||
| Q3 25 | $1.5M | $2.6B | ||
| Q2 25 | $907.0K | $2.3B | ||
| Q1 25 | $1.1M | $2.1B | ||
| Q4 24 | $1.2M | $2.1B | ||
| Q3 24 | $376.0K | $2.2B | ||
| Q2 24 | $522.0K | $1.9B |
| Q1 26 | — | $4.4B | ||
| Q4 25 | $424.4M | $4.2B | ||
| Q3 25 | $417.1M | $3.8B | ||
| Q2 25 | $415.9M | $3.8B | ||
| Q1 25 | $406.5M | $3.8B | ||
| Q4 24 | $455.6M | $3.6B | ||
| Q3 24 | $451.5M | $3.2B | ||
| Q2 24 | $449.8M | $3.2B |
| Q1 26 | — | $7.2B | ||
| Q4 25 | $640.5M | $6.9B | ||
| Q3 25 | $646.3M | $6.6B | ||
| Q2 25 | $646.7M | $6.3B | ||
| Q1 25 | $646.1M | $6.1B | ||
| Q4 24 | $604.7M | $5.8B | ||
| Q3 24 | $601.5M | $5.5B | ||
| Q2 24 | $598.7M | $5.3B |
| Q1 26 | — | — | ||
| Q4 25 | 0.00× | 0.60× | ||
| Q3 25 | 0.00× | 0.69× | ||
| Q2 25 | 0.00× | 0.61× | ||
| Q1 25 | 0.00× | 0.56× | ||
| Q4 24 | 0.00× | 0.60× | ||
| Q3 24 | 0.00× | 0.69× | ||
| Q2 24 | 0.00× | 0.59× |
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 | — |
| 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.
| Q1 26 | — | — | ||
| Q4 25 | $11.4M | $381.1M | ||
| Q3 25 | $-8.9M | $99.0M | ||
| Q2 25 | $19.8M | $99.8M | ||
| Q1 25 | $-45.2M | $77.2M | ||
| Q4 24 | $37.5M | $308.5M | ||
| Q3 24 | $10.4M | $73.5M | ||
| Q2 24 | $-15.3M | $81.1M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 2.11× | 5.60× | ||
| Q3 25 | — | 1.51× | ||
| Q2 25 | 2.31× | 1.58× | ||
| Q1 25 | — | 1.38× | ||
| Q4 24 | 13.89× | 5.57× | ||
| Q3 24 | 20.52× | 1.50× | ||
| Q2 24 | — | 1.57× |
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% |
EPRT
| Rental revenue 1,2 | $149.4M | 94% |
| Other | $8.6M | 5% |
| Other revenue | $779.0K | 0% |
