vs
Side-by-side financial comparison of AerSale Corp (ASLE) and Goosehead Insurance, Inc. (GSHD). Click either name above to swap in a different company.
Goosehead Insurance, Inc. is the larger business by last-quarter revenue ($93.1M vs $90.9M, roughly 1.0× AerSale Corp). Goosehead Insurance, Inc. runs the higher net margin — 8.6% vs 5.9%, a 2.7% gap on every dollar of revenue. On growth, Goosehead Insurance, Inc. posted the faster year-over-year revenue change (23.1% vs -4.0%). Over the past eight quarters, Goosehead Insurance, Inc.'s revenue compounded faster (9.2% 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.
Goosehead Insurance is a U.S.-based personal lines insurance agency that offers a wide range of coverage products including auto, home, renters, flood, and specialty insurance. It partners with hundreds of insurance carriers to provide clients with tailored, cost-effective coverage options, operating via corporate locations and a national franchise network for independent agents.
ASLE vs GSHD — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $90.9M | $93.1M |
| Net Profit | $5.4M | $8.0M |
| Gross Margin | 34.1% | — |
| Operating Margin | 7.8% | 16.1% |
| Net Margin | 5.9% | 8.6% |
| Revenue YoY | -4.0% | 23.1% |
| Net Profit YoY | 99.7% | 204.0% |
| EPS (diluted) | $0.10 | $0.19 |
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 | — | $93.1M | ||
| Q4 25 | $90.9M | $105.3M | ||
| Q3 25 | $71.2M | $90.4M | ||
| Q2 25 | $107.4M | $94.0M | ||
| Q1 25 | $65.8M | $75.6M | ||
| Q4 24 | $94.7M | $93.9M | ||
| Q3 24 | $82.7M | $78.0M | ||
| Q2 24 | $77.1M | $78.1M |
| Q1 26 | — | $8.0M | ||
| Q4 25 | $5.4M | $12.4M | ||
| Q3 25 | $-120.0K | $7.9M | ||
| Q2 25 | $8.6M | $5.2M | ||
| Q1 25 | $-5.3M | $2.3M | ||
| Q4 24 | $2.7M | $14.9M | ||
| Q3 24 | $509.0K | $7.6M | ||
| Q2 24 | $-3.6M | $6.2M |
| 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 | — | 16.1% | ||
| Q4 25 | 7.8% | 29.4% | ||
| Q3 25 | 4.0% | 23.5% | ||
| Q2 25 | 11.7% | 16.7% | ||
| Q1 25 | -10.1% | 8.8% | ||
| Q4 24 | 5.2% | 29.7% | ||
| Q3 24 | 2.4% | 21.1% | ||
| Q2 24 | -2.4% | 19.7% |
| Q1 26 | — | 8.6% | ||
| Q4 25 | 5.9% | 11.8% | ||
| Q3 25 | -0.2% | 8.7% | ||
| Q2 25 | 8.0% | 5.5% | ||
| Q1 25 | -8.0% | 3.1% | ||
| Q4 24 | 2.9% | 15.8% | ||
| Q3 24 | 0.6% | 9.7% | ||
| Q2 24 | -4.7% | 7.9% |
| Q1 26 | — | $0.19 | ||
| Q4 25 | $0.10 | $0.48 | ||
| Q3 25 | $0.00 | $0.29 | ||
| Q2 25 | $0.18 | $0.18 | ||
| Q1 25 | $-0.10 | $0.09 | ||
| Q4 24 | $0.05 | $0.58 | ||
| Q3 24 | $0.01 | $0.29 | ||
| Q2 24 | $-0.07 | $0.24 |
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 | $25.7M |
| Total DebtLower is stronger | $1.3M | — |
| Stockholders' EquityBook value | $424.4M | $-121.3M |
| Total Assets | $640.5M | $392.8M |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $25.7M | ||
| Q4 25 | $4.4M | $34.4M | ||
| Q3 25 | $5.3M | $51.6M | ||
| Q2 25 | $5.7M | $92.4M | ||
| Q1 25 | $4.7M | $70.2M | ||
| Q4 24 | $4.7M | $54.3M | ||
| Q3 24 | $9.8M | $47.5M | ||
| Q2 24 | $4.3M | $23.6M |
| Q1 26 | — | — | ||
| Q4 25 | $1.3M | $289.5M | ||
| Q3 25 | $1.5M | $290.0M | ||
| Q2 25 | $907.0K | $289.8M | ||
| Q1 25 | $1.1M | $290.3M | ||
| Q4 24 | $1.2M | $82.3M | ||
| Q3 24 | $376.0K | $84.6M | ||
| Q2 24 | $522.0K | $87.0M |
| Q1 26 | — | $-121.3M | ||
| Q4 25 | $424.4M | $-95.5M | ||
| Q3 25 | $417.1M | $-105.0M | ||
| Q2 25 | $415.9M | $-78.6M | ||
| Q1 25 | $406.5M | $-88.5M | ||
| Q4 24 | $455.6M | $43.9M | ||
| Q3 24 | $451.5M | $58.3M | ||
| Q2 24 | $449.8M | $39.8M |
| Q1 26 | — | $392.8M | ||
| Q4 25 | $640.5M | $414.9M | ||
| Q3 25 | $646.3M | $403.6M | ||
| Q2 25 | $646.7M | $436.6M | ||
| Q1 25 | $646.1M | $412.6M | ||
| Q4 24 | $604.7M | $397.7M | ||
| Q3 24 | $601.5M | $358.1M | ||
| Q2 24 | $598.7M | $338.2M |
| Q1 26 | — | — | ||
| Q4 25 | 0.00× | — | ||
| Q3 25 | 0.00× | — | ||
| Q2 25 | 0.00× | — | ||
| Q1 25 | 0.00× | — | ||
| Q4 24 | 0.00× | 1.87× | ||
| Q3 24 | 0.00× | 1.45× | ||
| Q2 24 | 0.00× | 2.19× |
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 | $91.8M | ||
| Q3 25 | $-8.9M | $24.2M | ||
| Q2 25 | $19.8M | $28.9M | ||
| Q1 25 | $-45.2M | $15.5M | ||
| Q4 24 | $37.5M | $71.5M | ||
| Q3 24 | $10.4M | $28.1M | ||
| Q2 24 | $-15.3M | $18.9M |
| Q1 26 | — | — | ||
| Q4 25 | $9.8M | $86.1M | ||
| Q3 25 | $-9.8M | $23.7M | ||
| Q2 25 | $18.6M | $27.2M | ||
| Q1 25 | $-47.6M | $14.9M | ||
| Q4 24 | $32.3M | $70.6M | ||
| Q3 24 | $8.9M | $28.0M | ||
| Q2 24 | $-18.9M | $18.6M |
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | 81.8% | ||
| Q3 25 | -13.8% | 26.2% | ||
| Q2 25 | 17.3% | 28.9% | ||
| Q1 25 | -72.4% | 19.7% | ||
| Q4 24 | 34.0% | 75.1% | ||
| Q3 24 | 10.7% | 35.9% | ||
| Q2 24 | -24.6% | 23.9% |
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | 5.4% | ||
| Q3 25 | 1.3% | 0.5% | ||
| Q2 25 | 1.1% | 1.8% | ||
| Q1 25 | 3.7% | 0.8% | ||
| Q4 24 | 5.6% | 1.0% | ||
| Q3 24 | 1.9% | 0.1% | ||
| Q2 24 | 4.7% | 0.3% |
| Q1 26 | — | — | ||
| Q4 25 | 2.11× | 7.38× | ||
| Q3 25 | — | 3.06× | ||
| Q2 25 | 2.31× | 5.61× | ||
| Q1 25 | — | 6.61× | ||
| Q4 24 | 13.89× | 4.82× | ||
| Q3 24 | 20.52× | 3.72× | ||
| Q2 24 | — | 3.05× |
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% |
GSHD
| Renewal Royalty Fees (2) | $43.6M | 47% |
| Renewal Commissions (1) | $18.2M | 20% |
| Contingent Commissions (1) | $10.7M | 11% |
| New Business Royalty Fees (2) | $7.9M | 8% |
| New Business Commissions (1) | $7.5M | 8% |
| Other | $3.7M | 4% |
| Initial Franchise Fees (2) | $1.6M | 2% |
