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Side-by-side financial comparison of AerSale Corp (ASLE) and INSTEEL INDUSTRIES INC (IIIN). Click either name above to swap in a different company.
INSTEEL INDUSTRIES INC is the larger business by last-quarter revenue ($159.9M vs $90.9M, roughly 1.8× AerSale Corp). AerSale Corp runs the higher net margin — 5.9% vs 4.7%, a 1.2% gap on every dollar of revenue. On growth, INSTEEL INDUSTRIES INC posted the faster year-over-year revenue change (23.3% vs -4.0%). AerSale Corp produced more free cash flow last quarter ($9.8M vs $-2.2M). Over the past eight quarters, INSTEEL INDUSTRIES INC's revenue compounded faster (12.0% 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.
Insteel Industries Inc is a leading U.S. manufacturer of steel reinforcing products including welded wire reinforcement and steel fibers. It primarily serves non-residential construction, infrastructure, and precast concrete segments across North America, delivering high-performance reinforcement solutions for various construction projects.
ASLE vs IIIN — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $90.9M | $159.9M |
| Net Profit | $5.4M | $7.6M |
| Gross Margin | 34.1% | 11.3% |
| Operating Margin | 7.8% | 6.0% |
| Net Margin | 5.9% | 4.7% |
| Revenue YoY | -4.0% | 23.3% |
| Net Profit YoY | 99.7% | 602.4% |
| EPS (diluted) | $0.10 | $0.39 |
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 | $159.9M | ||
| Q3 25 | $71.2M | $177.4M | ||
| Q2 25 | $107.4M | $179.9M | ||
| Q1 25 | $65.8M | $160.7M | ||
| Q4 24 | $94.7M | $129.7M | ||
| Q3 24 | $82.7M | $134.3M | ||
| Q2 24 | $77.1M | $145.8M | ||
| Q1 24 | $90.5M | $127.4M |
| Q4 25 | $5.4M | $7.6M | ||
| Q3 25 | $-120.0K | $14.6M | ||
| Q2 25 | $8.6M | $15.2M | ||
| Q1 25 | $-5.3M | $10.2M | ||
| Q4 24 | $2.7M | $1.1M | ||
| Q3 24 | $509.0K | $4.7M | ||
| Q2 24 | $-3.6M | $6.6M | ||
| Q1 24 | $6.3M | $6.9M |
| Q4 25 | 34.1% | 11.3% | ||
| Q3 25 | 30.2% | 16.1% | ||
| Q2 25 | 32.9% | 17.1% | ||
| Q1 25 | 27.3% | 15.3% | ||
| Q4 24 | 31.4% | 7.3% | ||
| Q3 24 | 28.6% | 9.1% | ||
| Q2 24 | 28.2% | 10.6% | ||
| Q1 24 | 31.8% | 12.3% |
| Q4 25 | 7.8% | 6.0% | ||
| Q3 25 | 4.0% | 10.8% | ||
| Q2 25 | 11.7% | 11.0% | ||
| Q1 25 | -10.1% | 8.3% | ||
| Q4 24 | 5.2% | 1.1% | ||
| Q3 24 | 2.4% | 4.5% | ||
| Q2 24 | -2.4% | 6.0% | ||
| Q1 24 | 5.2% | 7.0% |
| Q4 25 | 5.9% | 4.7% | ||
| Q3 25 | -0.2% | 8.2% | ||
| Q2 25 | 8.0% | 8.4% | ||
| Q1 25 | -8.0% | 6.4% | ||
| Q4 24 | 2.9% | 0.8% | ||
| Q3 24 | 0.6% | 3.5% | ||
| Q2 24 | -4.7% | 4.5% | ||
| Q1 24 | 6.9% | 5.4% |
| Q4 25 | $0.10 | $0.39 | ||
| Q3 25 | $0.00 | $0.74 | ||
| Q2 25 | $0.18 | $0.78 | ||
| Q1 25 | $-0.10 | $0.52 | ||
| Q4 24 | $0.05 | $0.06 | ||
| Q3 24 | $0.01 | $0.24 | ||
| Q2 24 | $-0.07 | $0.34 | ||
| Q1 24 | $0.12 | $0.35 |
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 | $15.6M |
| Total DebtLower is stronger | $1.3M | — |
| Stockholders' EquityBook value | $424.4M | $358.8M |
| Total Assets | $640.5M | $456.1M |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.4M | $15.6M | ||
| Q3 25 | $5.3M | $38.6M | ||
| Q2 25 | $5.7M | $53.7M | ||
| Q1 25 | $4.7M | $28.4M | ||
| Q4 24 | $4.7M | $36.0M | ||
| Q3 24 | $9.8M | $111.5M | ||
| Q2 24 | $4.3M | $97.7M | ||
| Q1 24 | $2.6M | $83.9M |
| 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 | $358.8M | ||
| Q3 25 | $417.1M | $371.5M | ||
| Q2 25 | $415.9M | $356.2M | ||
| Q1 25 | $406.5M | $341.4M | ||
| Q4 24 | $455.6M | $331.6M | ||
| Q3 24 | $451.5M | $350.9M | ||
| Q2 24 | $449.8M | $346.0M | ||
| Q1 24 | $452.0M | $340.6M |
| Q4 25 | $640.5M | $456.1M | ||
| Q3 25 | $646.3M | $462.6M | ||
| Q2 25 | $646.7M | $471.9M | ||
| Q1 25 | $646.1M | $421.9M | ||
| Q4 24 | $604.7M | $404.7M | ||
| Q3 24 | $601.5M | $422.6M | ||
| Q2 24 | $598.7M | $414.6M | ||
| Q1 24 | $571.7M | $397.2M |
| 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 | $-701.0K |
| Free Cash FlowOCF − Capex | $9.8M | $-2.2M |
| FCF MarginFCF / Revenue | 10.8% | -1.4% |
| Capex IntensityCapex / Revenue | 1.7% | 0.9% |
| Cash ConversionOCF / Net Profit | 2.11× | -0.09× |
| TTM Free Cash FlowTrailing 4 quarters | $-29.1M | $439.0K |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.4M | $-701.0K | ||
| Q3 25 | $-8.9M | $-17.0M | ||
| Q2 25 | $19.8M | $28.5M | ||
| Q1 25 | $-45.2M | $-3.3M | ||
| Q4 24 | $37.5M | $19.0M | ||
| Q3 24 | $10.4M | $16.2M | ||
| Q2 24 | $-15.3M | $18.8M | ||
| Q1 24 | $-21.5M | $1.4M |
| Q4 25 | $9.8M | $-2.2M | ||
| Q3 25 | $-9.8M | $-18.7M | ||
| Q2 25 | $18.6M | $26.9M | ||
| Q1 25 | $-47.6M | $-5.5M | ||
| Q4 24 | $32.3M | $16.3M | ||
| Q3 24 | $8.9M | $14.5M | ||
| Q2 24 | $-18.9M | $15.5M | ||
| Q1 24 | $-25.0M | $-580.0K |
| Q4 25 | 10.8% | -1.4% | ||
| Q3 25 | -13.8% | -10.6% | ||
| Q2 25 | 17.3% | 15.0% | ||
| Q1 25 | -72.4% | -3.5% | ||
| Q4 24 | 34.0% | 12.6% | ||
| Q3 24 | 10.7% | 10.8% | ||
| Q2 24 | -24.6% | 10.7% | ||
| Q1 24 | -27.7% | -0.5% |
| Q4 25 | 1.7% | 0.9% | ||
| Q3 25 | 1.3% | 1.0% | ||
| Q2 25 | 1.1% | 0.9% | ||
| Q1 25 | 3.7% | 1.4% | ||
| Q4 24 | 5.6% | 2.1% | ||
| Q3 24 | 1.9% | 1.3% | ||
| Q2 24 | 4.7% | 2.2% | ||
| Q1 24 | 3.9% | 1.5% |
| Q4 25 | 2.11× | -0.09× | ||
| Q3 25 | — | -1.17× | ||
| Q2 25 | 2.31× | 1.88× | ||
| Q1 25 | — | -0.32× | ||
| Q4 24 | 13.89× | 17.56× | ||
| Q3 24 | 20.52× | 3.48× | ||
| Q2 24 | — | 2.86× | ||
| Q1 24 | -3.42× | 0.20× |
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% |
IIIN
| Welded Wire Reinforcement | $108.4M | 68% |
| PC Strand | $51.6M | 32% |
