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Side-by-side financial comparison of AerSale Corp (ASLE) and ESTABLISHMENT LABS HOLDINGS INC. (ESTA). Click either name above to swap in a different company.
AerSale Corp is the larger business by last-quarter revenue ($90.9M vs $64.6M, roughly 1.4× ESTABLISHMENT LABS HOLDINGS INC.). On growth, ESTABLISHMENT LABS HOLDINGS INC. posted the faster year-over-year revenue change (45.2% vs -4.0%). AerSale Corp produced more free cash flow last quarter ($9.8M vs $-2.0M). Over the past eight quarters, ESTABLISHMENT LABS HOLDINGS INC.'s revenue compounded faster (31.9% 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.
Astera Labs, Inc. is an American fabless semiconductor manufacturer and artificial intelligence company. The company specializes in designing high-speed connectivity solutions for data centers and AI infrastructure. The company has been listed on the Nasdaq since March 2024.
ASLE vs ESTA — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $90.9M | $64.6M |
| Net Profit | $5.4M | — |
| Gross Margin | 34.1% | 70.5% |
| Operating Margin | 7.8% | -6.1% |
| Net Margin | 5.9% | — |
| Revenue YoY | -4.0% | 45.2% |
| Net Profit YoY | 99.7% | — |
| EPS (diluted) | $0.10 | $-0.07 |
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 | $64.6M | ||
| Q3 25 | $71.2M | $53.8M | ||
| Q2 25 | $107.4M | $51.3M | ||
| Q1 25 | $65.8M | $41.4M | ||
| Q4 24 | $94.7M | $44.5M | ||
| Q3 24 | $82.7M | $40.2M | ||
| Q2 24 | $77.1M | $44.1M | ||
| Q1 24 | $90.5M | $37.2M |
| Q4 25 | $5.4M | — | ||
| Q3 25 | $-120.0K | $-11.1M | ||
| Q2 25 | $8.6M | $-16.6M | ||
| Q1 25 | $-5.3M | $-20.7M | ||
| Q4 24 | $2.7M | — | ||
| Q3 24 | $509.0K | $-16.7M | ||
| Q2 24 | $-3.6M | $-17.2M | ||
| Q1 24 | $6.3M | $-16.2M |
| Q4 25 | 34.1% | 70.5% | ||
| Q3 25 | 30.2% | 70.1% | ||
| Q2 25 | 32.9% | 68.8% | ||
| Q1 25 | 27.3% | 67.2% | ||
| Q4 24 | 31.4% | 68.5% | ||
| Q3 24 | 28.6% | 63.9% | ||
| Q2 24 | 28.2% | 65.6% | ||
| Q1 24 | 31.8% | 65.6% |
| Q4 25 | 7.8% | -6.1% | ||
| Q3 25 | 4.0% | -7.5% | ||
| Q2 25 | 11.7% | -27.5% | ||
| Q1 25 | -10.1% | -41.0% | ||
| Q4 24 | 5.2% | -41.9% | ||
| Q3 24 | 2.4% | -32.7% | ||
| Q2 24 | -2.4% | -21.2% | ||
| Q1 24 | 5.2% | -23.8% |
| Q4 25 | 5.9% | — | ||
| Q3 25 | -0.2% | -20.7% | ||
| Q2 25 | 8.0% | -32.3% | ||
| Q1 25 | -8.0% | -50.1% | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 0.6% | -41.5% | ||
| Q2 24 | -4.7% | -38.9% | ||
| Q1 24 | 6.9% | -43.6% |
| Q4 25 | $0.10 | $-0.07 | ||
| Q3 25 | $0.00 | $-0.38 | ||
| Q2 25 | $0.18 | $-0.57 | ||
| Q1 25 | $-0.10 | $-0.70 | ||
| Q4 24 | $0.05 | $-1.21 | ||
| Q3 24 | $0.01 | $-0.59 | ||
| Q2 24 | $-0.07 | $-0.62 | ||
| Q1 24 | $0.12 | $-0.58 |
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 | $75.6M |
| Total DebtLower is stronger | $1.3M | — |
| Stockholders' EquityBook value | $424.4M | $23.5M |
| Total Assets | $640.5M | $357.2M |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.4M | $75.6M | ||
| Q3 25 | $5.3M | $70.6M | ||
| Q2 25 | $5.7M | $54.6M | ||
| Q1 25 | $4.7M | $69.2M | ||
| Q4 24 | $4.7M | $90.3M | ||
| Q3 24 | $9.8M | — | ||
| Q2 24 | $4.3M | — | ||
| Q1 24 | $2.6M | — |
| Q4 25 | $1.3M | — | ||
| Q3 25 | $1.5M | — | ||
| Q2 25 | $907.0K | — | ||
| Q1 25 | $1.1M | — | ||
| Q4 24 | $1.2M | $0 | ||
| Q3 24 | $376.0K | — | ||
| Q2 24 | $522.0K | — | ||
| Q1 24 | $3.5M | — |
| Q4 25 | $424.4M | $23.5M | ||
| Q3 25 | $417.1M | $16.4M | ||
| Q2 25 | $415.9M | $22.8M | ||
| Q1 25 | $406.5M | $38.5M | ||
| Q4 24 | $455.6M | $53.1M | ||
| Q3 24 | $451.5M | $32.7M | ||
| Q2 24 | $449.8M | $45.0M | ||
| Q1 24 | $452.0M | $56.9M |
| Q4 25 | $640.5M | $357.2M | ||
| Q3 25 | $646.3M | $338.9M | ||
| Q2 25 | $646.7M | $329.7M | ||
| Q1 25 | $646.1M | $333.4M | ||
| Q4 24 | $604.7M | $346.8M | ||
| Q3 24 | $601.5M | $282.7M | ||
| Q2 24 | $598.7M | $285.1M | ||
| Q1 24 | $571.7M | $301.8M |
| Q4 25 | 0.00× | — | ||
| Q3 25 | 0.00× | — | ||
| Q2 25 | 0.00× | — | ||
| Q1 25 | 0.00× | — | ||
| Q4 24 | 0.00× | 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 | $-162.0K |
| Free Cash FlowOCF − Capex | $9.8M | $-2.0M |
| FCF MarginFCF / Revenue | 10.8% | -3.1% |
| Capex IntensityCapex / Revenue | 1.7% | 2.8% |
| Cash ConversionOCF / Net Profit | 2.11× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-29.1M | $-56.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.4M | $-162.0K | ||
| Q3 25 | $-8.9M | $-11.3M | ||
| Q2 25 | $19.8M | $-18.8M | ||
| Q1 25 | $-45.2M | $-20.7M | ||
| Q4 24 | $37.5M | $-20.7M | ||
| Q3 24 | $10.4M | $-12.5M | ||
| Q2 24 | $-15.3M | $-14.2M | ||
| Q1 24 | $-21.5M | $-11.2M |
| Q4 25 | $9.8M | $-2.0M | ||
| Q3 25 | $-9.8M | $-13.1M | ||
| Q2 25 | $18.6M | $-20.4M | ||
| Q1 25 | $-47.6M | $-21.5M | ||
| Q4 24 | $32.3M | $-21.3M | ||
| Q3 24 | $8.9M | $-13.9M | ||
| Q2 24 | $-18.9M | $-15.0M | ||
| Q1 24 | $-25.0M | $-14.5M |
| Q4 25 | 10.8% | -3.1% | ||
| Q3 25 | -13.8% | -24.4% | ||
| Q2 25 | 17.3% | -39.7% | ||
| Q1 25 | -72.4% | -51.9% | ||
| Q4 24 | 34.0% | -47.8% | ||
| Q3 24 | 10.7% | -34.6% | ||
| Q2 24 | -24.6% | -33.9% | ||
| Q1 24 | -27.7% | -38.9% |
| Q4 25 | 1.7% | 2.8% | ||
| Q3 25 | 1.3% | 3.4% | ||
| Q2 25 | 1.1% | 3.2% | ||
| Q1 25 | 3.7% | 1.8% | ||
| Q4 24 | 5.6% | 1.2% | ||
| Q3 24 | 1.9% | 3.7% | ||
| Q2 24 | 4.7% | 1.8% | ||
| Q1 24 | 3.9% | 8.9% |
| Q4 25 | 2.11× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.31× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 13.89× | — | ||
| Q3 24 | 20.52× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | -3.42× | — |
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% |
ESTA
Segment breakdown not available.