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Side-by-side financial comparison of AerSale Corp (ASLE) and Lifeway Foods, Inc. (LWAY). Click either name above to swap in a different company.
AerSale Corp is the larger business by last-quarter revenue ($90.9M vs $55.4M, roughly 1.6× Lifeway Foods, Inc.). AerSale Corp runs the higher net margin — 5.9% vs 4.6%, a 1.3% gap on every dollar of revenue. On growth, Lifeway Foods, Inc. posted the faster year-over-year revenue change (18.0% vs -4.0%). AerSale Corp produced more free cash flow last quarter ($9.8M vs $-17.4M). Over the past eight quarters, Lifeway Foods, Inc.'s revenue compounded faster (11.4% 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.
Lifeway Foods is an Illinois-based health food company founded in 1986. They are a leading U.S. supplier of kefir and fermented probiotic products to support the microbiome.
ASLE vs LWAY — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $90.9M | $55.4M |
| Net Profit | $5.4M | $2.5M |
| Gross Margin | 34.1% | 27.8% |
| Operating Margin | 7.8% | 6.8% |
| Net Margin | 5.9% | 4.6% |
| Revenue YoY | -4.0% | 18.0% |
| Net Profit YoY | 99.7% | 1688.1% |
| EPS (diluted) | $0.10 | $0.15 |
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 | $55.4M | ||
| Q3 25 | $71.2M | $57.1M | ||
| Q2 25 | $107.4M | $53.9M | ||
| Q1 25 | $65.8M | $46.1M | ||
| Q4 24 | $94.7M | $46.9M | ||
| Q3 24 | $82.7M | $46.1M | ||
| Q2 24 | $77.1M | $49.2M | ||
| Q1 24 | $90.5M | $44.6M |
| Q4 25 | $5.4M | $2.5M | ||
| Q3 25 | $-120.0K | $3.5M | ||
| Q2 25 | $8.6M | $4.2M | ||
| Q1 25 | $-5.3M | $3.5M | ||
| Q4 24 | $2.7M | $-160.0K | ||
| Q3 24 | $509.0K | $3.0M | ||
| Q2 24 | $-3.6M | $3.8M | ||
| Q1 24 | $6.3M | $2.4M |
| Q4 25 | 34.1% | 27.8% | ||
| Q3 25 | 30.2% | 28.7% | ||
| Q2 25 | 32.9% | 28.6% | ||
| Q1 25 | 27.3% | 23.9% | ||
| Q4 24 | 31.4% | 25.3% | ||
| Q3 24 | 28.6% | 25.7% | ||
| Q2 24 | 28.2% | 27.0% | ||
| Q1 24 | 31.8% | 25.8% |
| Q4 25 | 7.8% | 6.8% | ||
| Q3 25 | 4.0% | 8.8% | ||
| Q2 25 | 11.7% | 10.8% | ||
| Q1 25 | -10.1% | 3.4% | ||
| Q4 24 | 5.2% | 1.5% | ||
| Q3 24 | 2.4% | 9.1% | ||
| Q2 24 | -2.4% | 11.0% | ||
| Q1 24 | 5.2% | 8.0% |
| Q4 25 | 5.9% | 4.6% | ||
| Q3 25 | -0.2% | 6.2% | ||
| Q2 25 | 8.0% | 7.9% | ||
| Q1 25 | -8.0% | 7.7% | ||
| Q4 24 | 2.9% | -0.3% | ||
| Q3 24 | 0.6% | 6.5% | ||
| Q2 24 | -4.7% | 7.7% | ||
| Q1 24 | 6.9% | 5.4% |
| Q4 25 | $0.10 | $0.15 | ||
| Q3 25 | $0.00 | $0.23 | ||
| Q2 25 | $0.18 | $0.28 | ||
| Q1 25 | $-0.10 | $0.23 | ||
| Q4 24 | $0.05 | $0.00 | ||
| Q3 24 | $0.01 | $0.19 | ||
| Q2 24 | $-0.07 | $0.25 | ||
| Q1 24 | $0.12 | $0.16 |
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 | $5.6M |
| Total DebtLower is stronger | $1.3M | — |
| Stockholders' EquityBook value | $424.4M | $85.8M |
| Total Assets | $640.5M | $105.6M |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.4M | $5.6M | ||
| Q3 25 | $5.3M | $23.0M | ||
| Q2 25 | $5.7M | $21.2M | ||
| Q1 25 | $4.7M | $19.4M | ||
| Q4 24 | $4.7M | $16.7M | ||
| Q3 24 | $9.8M | $20.6M | ||
| Q2 24 | $4.3M | $14.6M | ||
| Q1 24 | $2.6M | $12.0M |
| 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 | $2.5M |
| Q4 25 | $424.4M | $85.8M | ||
| Q3 25 | $417.1M | $82.8M | ||
| Q2 25 | $415.9M | $78.7M | ||
| Q1 25 | $406.5M | $74.2M | ||
| Q4 24 | $455.6M | $71.9M | ||
| Q3 24 | $451.5M | $71.5M | ||
| Q2 24 | $449.8M | $68.0M | ||
| Q1 24 | $452.0M | $63.5M |
| Q4 25 | $640.5M | $105.6M | ||
| Q3 25 | $646.3M | $109.5M | ||
| Q2 25 | $646.7M | $98.3M | ||
| Q1 25 | $646.1M | $93.7M | ||
| Q4 24 | $604.7M | $90.5M | ||
| Q3 24 | $601.5M | $91.3M | ||
| Q2 24 | $598.7M | $84.9M | ||
| Q1 24 | $571.7M | $82.8M |
| 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× | 0.04× |
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 | $267.0K |
| Free Cash FlowOCF − Capex | $9.8M | $-17.4M |
| FCF MarginFCF / Revenue | 10.8% | -31.5% |
| Capex IntensityCapex / Revenue | 1.7% | 31.9% |
| Cash ConversionOCF / Net Profit | 2.11× | 0.11× |
| TTM Free Cash FlowTrailing 4 quarters | $-29.1M | $-16.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.4M | $267.0K | ||
| Q3 25 | $-8.9M | $6.9M | ||
| Q2 25 | $19.8M | $3.9M | ||
| Q1 25 | $-45.2M | $-150.0K | ||
| Q4 24 | $37.5M | $-2.6M | ||
| Q3 24 | $10.4M | $7.5M | ||
| Q2 24 | $-15.3M | $6.5M | ||
| Q1 24 | $-21.5M | $1.5M |
| Q4 25 | $9.8M | $-17.4M | ||
| Q3 25 | $-9.8M | $1.8M | ||
| Q2 25 | $18.6M | $1.6M | ||
| Q1 25 | $-47.6M | $-2.4M | ||
| Q4 24 | $32.3M | $-3.8M | ||
| Q3 24 | $8.9M | $5.9M | ||
| Q2 24 | $-18.9M | $5.1M | ||
| Q1 24 | $-25.0M | $-923.0K |
| Q4 25 | 10.8% | -31.5% | ||
| Q3 25 | -13.8% | 3.1% | ||
| Q2 25 | 17.3% | 3.0% | ||
| Q1 25 | -72.4% | -5.1% | ||
| Q4 24 | 34.0% | -8.2% | ||
| Q3 24 | 10.7% | 12.8% | ||
| Q2 24 | -24.6% | 10.4% | ||
| Q1 24 | -27.7% | -2.1% |
| Q4 25 | 1.7% | 31.9% | ||
| Q3 25 | 1.3% | 9.0% | ||
| Q2 25 | 1.1% | 4.3% | ||
| Q1 25 | 3.7% | 4.8% | ||
| Q4 24 | 5.6% | 2.7% | ||
| Q3 24 | 1.9% | 3.3% | ||
| Q2 24 | 4.7% | 2.9% | ||
| Q1 24 | 3.9% | 5.5% |
| Q4 25 | 2.11× | 0.11× | ||
| Q3 25 | — | 1.96× | ||
| Q2 25 | 2.31× | 0.92× | ||
| Q1 25 | — | -0.04× | ||
| Q4 24 | 13.89× | — | ||
| Q3 24 | 20.52× | 2.50× | ||
| Q2 24 | — | 1.73× | ||
| Q1 24 | -3.42× | 0.64× |
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% |
LWAY
| Drinkable Kefirotherthan Pro Bugs | $47.8M | 86% |
| Cheese | $4.7M | 8% |
| Cream And Other | $1.7M | 3% |
| Other | $1.2M | 2% |
