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Side-by-side financial comparison of AerSale Corp (ASLE) and GCM Grosvenor Inc. (GCMG). Click either name above to swap in a different company.
GCM Grosvenor Inc. is the larger business by last-quarter revenue ($177.1M vs $90.9M, roughly 1.9× AerSale Corp). GCM Grosvenor Inc. runs the higher net margin — 32.8% vs 5.9%, a 26.9% gap on every dollar of revenue. On growth, GCM Grosvenor Inc. posted the faster year-over-year revenue change (7.2% vs -4.0%). GCM Grosvenor Inc. produced more free cash flow last quarter ($175.0M vs $9.8M). Over the past eight quarters, GCM Grosvenor Inc.'s revenue compounded faster (27.5% 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.
GCM Grosvenor is an American alternative asset management firm, with approximately $76 billion in assets under management and approximately 530 professionals as of 2023.
ASLE vs GCMG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $90.9M | $177.1M |
| Net Profit | $5.4M | $58.2M |
| Gross Margin | 34.1% | — |
| Operating Margin | 7.8% | 30.9% |
| Net Margin | 5.9% | 32.8% |
| Revenue YoY | -4.0% | 7.2% |
| Net Profit YoY | 99.7% | 149.2% |
| EPS (diluted) | $0.10 | $0.23 |
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 | $177.1M | ||
| Q3 25 | $71.2M | $135.0M | ||
| Q2 25 | $107.4M | $119.7M | ||
| Q1 25 | $65.8M | $125.8M | ||
| Q4 24 | $94.7M | $165.3M | ||
| Q3 24 | $82.7M | $122.9M | ||
| Q2 24 | $77.1M | $117.0M | ||
| Q1 24 | $90.5M | $108.9M |
| Q4 25 | $5.4M | $58.2M | ||
| Q3 25 | $-120.0K | $10.5M | ||
| Q2 25 | $8.6M | $15.4M | ||
| Q1 25 | $-5.3M | $463.0K | ||
| Q4 24 | $2.7M | $7.6M | ||
| Q3 24 | $509.0K | $4.2M | ||
| Q2 24 | $-3.6M | $4.8M | ||
| Q1 24 | $6.3M | $2.1M |
| 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% | 30.9% | ||
| Q3 25 | 4.0% | 32.7% | ||
| Q2 25 | 11.7% | 16.1% | ||
| Q1 25 | -10.1% | 12.2% | ||
| Q4 24 | 5.2% | 26.4% | ||
| Q3 24 | 2.4% | 20.3% | ||
| Q2 24 | -2.4% | 17.8% | ||
| Q1 24 | 5.2% | -14.7% |
| Q4 25 | 5.9% | 32.8% | ||
| Q3 25 | -0.2% | 7.8% | ||
| Q2 25 | 8.0% | 12.9% | ||
| Q1 25 | -8.0% | 0.4% | ||
| Q4 24 | 2.9% | 4.6% | ||
| Q3 24 | 0.6% | 3.4% | ||
| Q2 24 | -4.7% | 4.1% | ||
| Q1 24 | 6.9% | 2.0% |
| Q4 25 | $0.10 | $0.23 | ||
| Q3 25 | $0.00 | $0.16 | ||
| Q2 25 | $0.18 | $0.05 | ||
| Q1 25 | $-0.10 | $-0.02 | ||
| Q4 24 | $0.05 | $0.09 | ||
| Q3 24 | $0.01 | $0.03 | ||
| Q2 24 | $-0.07 | $0.04 | ||
| Q1 24 | $0.12 | $-0.13 |
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 | $242.1M |
| Total DebtLower is stronger | $1.3M | $428.4M |
| Stockholders' EquityBook value | $424.4M | $27.0M |
| Total Assets | $640.5M | $813.8M |
| Debt / EquityLower = less leverage | 0.00× | 15.87× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.4M | $242.1M | ||
| Q3 25 | $5.3M | $182.7M | ||
| Q2 25 | $5.7M | $136.3M | ||
| Q1 25 | $4.7M | $94.5M | ||
| Q4 24 | $4.7M | $89.5M | ||
| Q3 24 | $9.8M | $98.4M | ||
| Q2 24 | $4.3M | $73.9M | ||
| Q1 24 | $2.6M | $41.9M |
| Q4 25 | $1.3M | $428.4M | ||
| Q3 25 | $1.5M | $429.3M | ||
| Q2 25 | $907.0K | $430.2M | ||
| Q1 25 | $1.1M | $431.1M | ||
| Q4 24 | $1.2M | $432.0M | ||
| Q3 24 | $376.0K | $432.9M | ||
| Q2 24 | $522.0K | $433.8M | ||
| Q1 24 | $3.5M | $384.0M |
| Q4 25 | $424.4M | $27.0M | ||
| Q3 25 | $417.1M | $-7.4M | ||
| Q2 25 | $415.9M | $-12.3M | ||
| Q1 25 | $406.5M | $-28.3M | ||
| Q4 24 | $455.6M | $-27.6M | ||
| Q3 24 | $451.5M | $-31.9M | ||
| Q2 24 | $449.8M | $-28.5M | ||
| Q1 24 | $452.0M | $-26.4M |
| Q4 25 | $640.5M | $813.8M | ||
| Q3 25 | $646.3M | $685.9M | ||
| Q2 25 | $646.7M | $636.9M | ||
| Q1 25 | $646.1M | $579.8M | ||
| Q4 24 | $604.7M | $612.7M | ||
| Q3 24 | $601.5M | $575.0M | ||
| Q2 24 | $598.7M | $543.9M | ||
| Q1 24 | $571.7M | $497.3M |
| Q4 25 | 0.00× | 15.87× | ||
| 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 | $183.5M |
| Free Cash FlowOCF − Capex | $9.8M | $175.0M |
| FCF MarginFCF / Revenue | 10.8% | 98.8% |
| Capex IntensityCapex / Revenue | 1.7% | 4.8% |
| Cash ConversionOCF / Net Profit | 2.11× | 3.16× |
| TTM Free Cash FlowTrailing 4 quarters | $-29.1M | $326.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.4M | $183.5M | ||
| Q3 25 | $-8.9M | $79.8M | ||
| Q2 25 | $19.8M | $42.0M | ||
| Q1 25 | $-45.2M | $33.3M | ||
| Q4 24 | $37.5M | $148.8M | ||
| Q3 24 | $10.4M | $69.0M | ||
| Q2 24 | $-15.3M | $17.5M | ||
| Q1 24 | $-21.5M | $24.2M |
| Q4 25 | $9.8M | $175.0M | ||
| Q3 25 | $-9.8M | $78.3M | ||
| Q2 25 | $18.6M | $40.8M | ||
| Q1 25 | $-47.6M | $32.1M | ||
| Q4 24 | $32.3M | $132.0M | ||
| Q3 24 | $8.9M | $62.2M | ||
| Q2 24 | $-18.9M | $12.8M | ||
| Q1 24 | $-25.0M | $20.0M |
| Q4 25 | 10.8% | 98.8% | ||
| Q3 25 | -13.8% | 58.0% | ||
| Q2 25 | 17.3% | 34.1% | ||
| Q1 25 | -72.4% | 25.5% | ||
| Q4 24 | 34.0% | 79.9% | ||
| Q3 24 | 10.7% | 50.6% | ||
| Q2 24 | -24.6% | 10.9% | ||
| Q1 24 | -27.7% | 18.4% |
| Q4 25 | 1.7% | 4.8% | ||
| Q3 25 | 1.3% | 1.1% | ||
| Q2 25 | 1.1% | 1.0% | ||
| Q1 25 | 3.7% | 0.9% | ||
| Q4 24 | 5.6% | 10.1% | ||
| Q3 24 | 1.9% | 5.5% | ||
| Q2 24 | 4.7% | 4.0% | ||
| Q1 24 | 3.9% | 3.9% |
| Q4 25 | 2.11× | 3.16× | ||
| Q3 25 | — | 7.61× | ||
| Q2 25 | 2.31× | 2.72× | ||
| Q1 25 | — | 71.84× | ||
| Q4 24 | 13.89× | 19.54× | ||
| Q3 24 | 20.52× | 16.60× | ||
| Q2 24 | — | 3.64× | ||
| Q1 24 | -3.42× | 11.40× |
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% |
GCMG
| Asset Management1 | $108.6M | 61% |
| Management Service Incentive Performance Fees | $61.7M | 35% |
| Management Service Incentive Carried Interest | $5.1M | 3% |
| Service Other | $1.8M | 1% |
