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Side-by-side financial comparison of AerSale Corp (ASLE) and Kennedy-Wilson Holdings, Inc. (KW). Click either name above to swap in a different company.
Kennedy-Wilson Holdings, Inc. is the larger business by last-quarter revenue ($120.6M vs $90.9M, roughly 1.3× AerSale Corp). Kennedy-Wilson Holdings, Inc. runs the higher net margin — 48.1% vs 5.9%, a 42.2% gap on every dollar of revenue. On growth, AerSale Corp posted the faster year-over-year revenue change (-4.0% vs -11.0%). AerSale Corp produced more free cash flow last quarter ($9.8M vs $-55.2M). Over the past eight quarters, AerSale Corp's revenue compounded faster (0.2% CAGR vs -6.0%).
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.
Kennedy Wilson is a real estate investment company headquartered in Beverly Hills, California, United States.
ASLE vs KW — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $90.9M | $120.6M |
| Net Profit | $5.4M | $58.0M |
| Gross Margin | 34.1% | — |
| Operating Margin | 7.8% | 57.3% |
| Net Margin | 5.9% | 48.1% |
| Revenue YoY | -4.0% | -11.0% |
| Net Profit YoY | 99.7% | 32.7% |
| EPS (diluted) | $0.10 | $0.22 |
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 | $120.6M | ||
| Q3 25 | $71.2M | $116.4M | ||
| Q2 25 | $107.4M | $135.7M | ||
| Q1 25 | $65.8M | $128.3M | ||
| Q4 24 | $94.7M | $135.5M | ||
| Q3 24 | $82.7M | $127.5M | ||
| Q2 24 | $77.1M | $132.0M | ||
| Q1 24 | $90.5M | $136.4M |
| Q4 25 | $5.4M | $58.0M | ||
| Q3 25 | $-120.0K | $-10.2M | ||
| Q2 25 | $8.6M | $5.6M | ||
| Q1 25 | $-5.3M | $-29.6M | ||
| Q4 24 | $2.7M | $43.7M | ||
| Q3 24 | $509.0K | $-66.8M | ||
| Q2 24 | $-3.6M | $-48.3M | ||
| Q1 24 | $6.3M | $37.7M |
| 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% | 57.3% | ||
| Q3 25 | 4.0% | -6.2% | ||
| Q2 25 | 11.7% | 7.4% | ||
| Q1 25 | -10.1% | -26.9% | ||
| Q4 24 | 5.2% | 36.7% | ||
| Q3 24 | 2.4% | -60.8% | ||
| Q2 24 | -2.4% | -45.5% | ||
| Q1 24 | 5.2% | 47.2% |
| Q4 25 | 5.9% | 48.1% | ||
| Q3 25 | -0.2% | -8.8% | ||
| Q2 25 | 8.0% | 4.1% | ||
| Q1 25 | -8.0% | -23.1% | ||
| Q4 24 | 2.9% | 32.3% | ||
| Q3 24 | 0.6% | -52.4% | ||
| Q2 24 | -4.7% | -36.6% | ||
| Q1 24 | 6.9% | 27.6% |
| Q4 25 | $0.10 | $0.22 | ||
| Q3 25 | $0.00 | $-0.15 | ||
| Q2 25 | $0.18 | $-0.05 | ||
| Q1 25 | $-0.10 | $-0.30 | ||
| Q4 24 | $0.05 | $0.24 | ||
| Q3 24 | $0.01 | $-0.56 | ||
| Q2 24 | $-0.07 | $-0.43 | ||
| Q1 24 | $0.12 | $0.19 |
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 | $184.5M |
| Total DebtLower is stronger | $1.3M | — |
| Stockholders' EquityBook value | $424.4M | $1.5B |
| Total Assets | $640.5M | $6.6B |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.4M | $184.5M | ||
| Q3 25 | $5.3M | $382.6M | ||
| Q2 25 | $5.7M | $309.1M | ||
| Q1 25 | $4.7M | $356.6M | ||
| Q4 24 | $4.7M | $217.5M | ||
| Q3 24 | $9.8M | $367.1M | ||
| Q2 24 | $4.3M | $366.5M | ||
| Q1 24 | $2.6M | $541.9M |
| 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 | $1.5B | ||
| Q3 25 | $417.1M | $1.5B | ||
| Q2 25 | $415.9M | $1.6B | ||
| Q1 25 | $406.5M | $1.6B | ||
| Q4 24 | $455.6M | $1.6B | ||
| Q3 24 | $451.5M | $1.6B | ||
| Q2 24 | $449.8M | $1.7B | ||
| Q1 24 | $452.0M | $1.7B |
| Q4 25 | $640.5M | $6.6B | ||
| Q3 25 | $646.3M | $6.7B | ||
| Q2 25 | $646.7M | $6.8B | ||
| Q1 25 | $646.1M | $7.2B | ||
| Q4 24 | $604.7M | $7.0B | ||
| Q3 24 | $601.5M | $7.4B | ||
| Q2 24 | $598.7M | $7.5B | ||
| Q1 24 | $571.7M | $7.7B |
| 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 | $11.4M |
| Free Cash FlowOCF − Capex | $9.8M | $-55.2M |
| FCF MarginFCF / Revenue | 10.8% | -45.8% |
| Capex IntensityCapex / Revenue | 1.7% | 55.2% |
| Cash ConversionOCF / Net Profit | 2.11× | 0.20× |
| TTM Free Cash FlowTrailing 4 quarters | $-29.1M | $-103.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.4M | $11.4M | ||
| Q3 25 | $-8.9M | $-7.6M | ||
| Q2 25 | $19.8M | $42.0M | ||
| Q1 25 | $-45.2M | $-51.9M | ||
| Q4 24 | $37.5M | $55.1M | ||
| Q3 24 | $10.4M | $-5.6M | ||
| Q2 24 | $-15.3M | $36.7M | ||
| Q1 24 | $-21.5M | $-5.6M |
| Q4 25 | $9.8M | $-55.2M | ||
| Q3 25 | $-9.8M | $-18.0M | ||
| Q2 25 | $18.6M | $29.4M | ||
| Q1 25 | $-47.6M | $-59.7M | ||
| Q4 24 | $32.3M | $-76.5M | ||
| Q3 24 | $8.9M | $-27.7M | ||
| Q2 24 | $-18.9M | $-500.0K | ||
| Q1 24 | $-25.0M | $-57.1M |
| Q4 25 | 10.8% | -45.8% | ||
| Q3 25 | -13.8% | -15.5% | ||
| Q2 25 | 17.3% | 21.7% | ||
| Q1 25 | -72.4% | -46.5% | ||
| Q4 24 | 34.0% | -56.5% | ||
| Q3 24 | 10.7% | -21.7% | ||
| Q2 24 | -24.6% | -0.4% | ||
| Q1 24 | -27.7% | -41.9% |
| Q4 25 | 1.7% | 55.2% | ||
| Q3 25 | 1.3% | 8.9% | ||
| Q2 25 | 1.1% | 9.3% | ||
| Q1 25 | 3.7% | 6.1% | ||
| Q4 24 | 5.6% | 97.1% | ||
| Q3 24 | 1.9% | 17.3% | ||
| Q2 24 | 4.7% | 28.2% | ||
| Q1 24 | 3.9% | 37.8% |
| Q4 25 | 2.11× | 0.20× | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.31× | 7.50× | ||
| Q1 25 | — | — | ||
| Q4 24 | 13.89× | 1.26× | ||
| Q3 24 | 20.52× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | -3.42× | -0.15× |
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% |
KW
| Consolidated Portfolio Segment | $84.9M | 70% |
| Investment Management Fees | $30.4M | 25% |
| Real Estate | $5.1M | 4% |
