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Side-by-side financial comparison of AerSale Corp (ASLE) and NETSTREIT Corp. (NTST). Click either name above to swap in a different company.
AerSale Corp is the larger business by last-quarter revenue ($90.9M vs $57.1M, roughly 1.6× NETSTREIT Corp.). NETSTREIT Corp. runs the higher net margin — 10.0% vs 5.9%, a 4.1% gap on every dollar of revenue. On growth, NETSTREIT Corp. posted the faster year-over-year revenue change (24.3% vs -4.0%). Over the past eight quarters, NETSTREIT Corp.'s revenue compounded faster (20.1% 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.
NETSTREIT Corp. is a US-headquartered real estate investment trust (REIT) that specializes in acquiring and operating a diversified portfolio of single-tenant net lease commercial properties. Its asset portfolio covers retail, industrial and office categories, primarily catering to investment-grade corporate tenants across the United States market.
ASLE vs NTST — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $90.9M | $57.1M |
| Net Profit | $5.4M | $5.7M |
| Gross Margin | 34.1% | — |
| Operating Margin | 7.8% | 34.1% |
| Net Margin | 5.9% | 10.0% |
| Revenue YoY | -4.0% | 24.3% |
| Net Profit YoY | 99.7% | 235.9% |
| EPS (diluted) | $0.10 | $0.32 |
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 | — | $57.1M | ||
| Q4 25 | $90.9M | $52.5M | ||
| Q3 25 | $71.2M | $48.3M | ||
| Q2 25 | $107.4M | $48.3M | ||
| Q1 25 | $65.8M | $45.9M | ||
| Q4 24 | $94.7M | $44.1M | ||
| Q3 24 | $82.7M | $41.4M | ||
| Q2 24 | $77.1M | $39.6M |
| Q1 26 | — | $5.7M | ||
| Q4 25 | $5.4M | $1.3M | ||
| Q3 25 | $-120.0K | $618.0K | ||
| Q2 25 | $8.6M | $3.3M | ||
| Q1 25 | $-5.3M | $1.7M | ||
| Q4 24 | $2.7M | $-5.4M | ||
| Q3 24 | $509.0K | $-5.3M | ||
| Q2 24 | $-3.6M | $-2.3M |
| 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 | — | 34.1% | ||
| Q4 25 | 7.8% | 2.6% | ||
| Q3 25 | 4.0% | 1.3% | ||
| Q2 25 | 11.7% | 6.8% | ||
| Q1 25 | -10.1% | 3.7% | ||
| Q4 24 | 5.2% | -12.3% | ||
| Q3 24 | 2.4% | -12.8% | ||
| Q2 24 | -2.4% | -5.8% |
| Q1 26 | — | 10.0% | ||
| Q4 25 | 5.9% | 2.5% | ||
| Q3 25 | -0.2% | 1.3% | ||
| Q2 25 | 8.0% | 6.8% | ||
| Q1 25 | -8.0% | 3.7% | ||
| Q4 24 | 2.9% | -12.3% | ||
| Q3 24 | 0.6% | -12.8% | ||
| Q2 24 | -4.7% | -5.8% |
| Q1 26 | — | $0.32 | ||
| Q4 25 | $0.10 | $0.01 | ||
| Q3 25 | $0.00 | $0.01 | ||
| Q2 25 | $0.18 | $0.04 | ||
| Q1 25 | $-0.10 | $0.02 | ||
| Q4 24 | $0.05 | $-0.07 | ||
| Q3 24 | $0.01 | $-0.07 | ||
| Q2 24 | $-0.07 | $-0.03 |
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 | — |
| Total DebtLower is stronger | $1.3M | — |
| Stockholders' EquityBook value | $424.4M | $1.5B |
| Total Assets | $640.5M | $2.8B |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $4.4M | — | ||
| Q3 25 | $5.3M | — | ||
| Q2 25 | $5.7M | — | ||
| Q1 25 | $4.7M | — | ||
| Q4 24 | $4.7M | — | ||
| Q3 24 | $9.8M | — | ||
| Q2 24 | $4.3M | — |
| Q1 26 | — | — | ||
| Q4 25 | $1.3M | $1.1B | ||
| Q3 25 | $1.5M | $1.1B | ||
| Q2 25 | $907.0K | $926.6M | ||
| Q1 25 | $1.1M | $913.3M | ||
| Q4 24 | $1.2M | $868.3M | ||
| Q3 24 | $376.0K | $778.7M | ||
| Q2 24 | $522.0K | $726.2M |
| Q1 26 | — | $1.5B | ||
| Q4 25 | $424.4M | $1.4B | ||
| Q3 25 | $417.1M | $1.3B | ||
| Q2 25 | $415.9M | $1.3B | ||
| Q1 25 | $406.5M | $1.3B | ||
| Q4 24 | $455.6M | $1.3B | ||
| Q3 24 | $451.5M | $1.3B | ||
| Q2 24 | $449.8M | $1.3B |
| Q1 26 | — | $2.8B | ||
| Q4 25 | $640.5M | $2.6B | ||
| Q3 25 | $646.3M | $2.5B | ||
| Q2 25 | $646.7M | $2.3B | ||
| Q1 25 | $646.1M | $2.3B | ||
| Q4 24 | $604.7M | $2.3B | ||
| Q3 24 | $601.5M | $2.2B | ||
| Q2 24 | $598.7M | $2.1B |
| Q1 26 | — | — | ||
| Q4 25 | 0.00× | 0.76× | ||
| Q3 25 | 0.00× | 0.84× | ||
| Q2 25 | 0.00× | 0.70× | ||
| Q1 25 | 0.00× | 0.70× | ||
| Q4 24 | 0.00× | 0.65× | ||
| Q3 24 | 0.00× | 0.58× | ||
| Q2 24 | 0.00× | 0.55× |
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 | $109.5M | ||
| Q3 25 | $-8.9M | $28.0M | ||
| Q2 25 | $19.8M | $30.6M | ||
| Q1 25 | $-45.2M | $22.1M | ||
| Q4 24 | $37.5M | $90.2M | ||
| Q3 24 | $10.4M | $25.1M | ||
| Q2 24 | $-15.3M | $25.4M |
| Q1 26 | — | — | ||
| Q4 25 | $9.8M | — | ||
| Q3 25 | $-9.8M | — | ||
| Q2 25 | $18.6M | — | ||
| Q1 25 | $-47.6M | — | ||
| Q4 24 | $32.3M | — | ||
| Q3 24 | $8.9M | — | ||
| Q2 24 | $-18.9M | — |
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | — | ||
| Q3 25 | -13.8% | — | ||
| Q2 25 | 17.3% | — | ||
| Q1 25 | -72.4% | — | ||
| Q4 24 | 34.0% | — | ||
| Q3 24 | 10.7% | — | ||
| Q2 24 | -24.6% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | — | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | 3.7% | — | ||
| Q4 24 | 5.6% | — | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | 4.7% | — |
| Q1 26 | — | — | ||
| Q4 25 | 2.11× | 82.46× | ||
| Q3 25 | — | 45.27× | ||
| Q2 25 | 2.31× | 9.36× | ||
| Q1 25 | — | 13.06× | ||
| Q4 24 | 13.89× | — | ||
| Q3 24 | 20.52× | — | ||
| Q2 24 | — | — |
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% |
NTST
| Rental revenue (including reimbursable) | $54.0M | 95% |
| Other | $3.0M | 5% |
