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Side-by-side financial comparison of AerSale Corp (ASLE) and Origin Bancorp, Inc. (OBK). Click either name above to swap in a different company.
Origin Bancorp, Inc. is the larger business by last-quarter revenue ($104.0M vs $90.9M, roughly 1.1× AerSale Corp). Origin Bancorp, Inc. runs the higher net margin — 26.6% vs 5.9%, a 20.7% gap on every dollar of revenue. Over the past eight quarters, Origin Bancorp, Inc.'s revenue compounded faster (3.9% 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.
Southern Bancorp is a community development financial institution headquartered in Arkadelphia, Arkansas. It was founded in 1986 as Southern Development Bancorporation, and is often referred to simply as "Southern".
ASLE vs OBK — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $90.9M | $104.0M |
| Net Profit | $5.4M | $27.7M |
| Gross Margin | 34.1% | — |
| Operating Margin | 7.8% | — |
| Net Margin | 5.9% | 26.6% |
| Revenue YoY | -4.0% | — |
| Net Profit YoY | 99.7% | — |
| EPS (diluted) | $0.10 | $0.89 |
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 | — | $104.0M | ||
| Q4 25 | $90.9M | $103.4M | ||
| Q3 25 | $71.2M | $109.8M | ||
| Q2 25 | $107.4M | $83.5M | ||
| Q1 25 | $65.8M | $94.1M | ||
| Q4 24 | $94.7M | $78.3M | ||
| Q3 24 | $82.7M | $90.8M | ||
| Q2 24 | $77.1M | $96.4M |
| Q1 26 | — | $27.7M | ||
| Q4 25 | $5.4M | $29.5M | ||
| Q3 25 | $-120.0K | $8.6M | ||
| Q2 25 | $8.6M | $14.6M | ||
| Q1 25 | $-5.3M | $22.4M | ||
| Q4 24 | $2.7M | $14.3M | ||
| Q3 24 | $509.0K | $18.6M | ||
| Q2 24 | $-3.6M | $21.0M |
| 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 | — | — | ||
| Q4 25 | 7.8% | 36.2% | ||
| Q3 25 | 4.0% | 10.0% | ||
| Q2 25 | 11.7% | 22.3% | ||
| Q1 25 | -10.1% | 30.4% | ||
| Q4 24 | 5.2% | 23.0% | ||
| Q3 24 | 2.4% | 26.1% | ||
| Q2 24 | -2.4% | 27.7% |
| Q1 26 | — | 26.6% | ||
| Q4 25 | 5.9% | 28.5% | ||
| Q3 25 | -0.2% | 7.9% | ||
| Q2 25 | 8.0% | 17.5% | ||
| Q1 25 | -8.0% | 23.8% | ||
| Q4 24 | 2.9% | 18.2% | ||
| Q3 24 | 0.6% | 20.5% | ||
| Q2 24 | -4.7% | 21.8% |
| Q1 26 | — | $0.89 | ||
| Q4 25 | $0.10 | $0.95 | ||
| Q3 25 | $0.00 | $0.27 | ||
| Q2 25 | $0.18 | $0.47 | ||
| Q1 25 | $-0.10 | $0.71 | ||
| Q4 24 | $0.05 | $0.45 | ||
| Q3 24 | $0.01 | $0.60 | ||
| Q2 24 | $-0.07 | $0.67 |
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 | $1.3B |
| Total Assets | $640.5M | $10.2B |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $4.4M | $424.2M | ||
| Q3 25 | $5.3M | $626.9M | ||
| Q2 25 | $5.7M | $334.1M | ||
| Q1 25 | $4.7M | $486.2M | ||
| Q4 24 | $4.7M | $470.2M | ||
| Q3 24 | $9.8M | $321.2M | ||
| Q2 24 | $4.3M | $288.1M |
| Q1 26 | — | — | ||
| 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 26 | — | $1.3B | ||
| Q4 25 | $424.4M | $1.2B | ||
| Q3 25 | $417.1M | $1.2B | ||
| Q2 25 | $415.9M | $1.2B | ||
| Q1 25 | $406.5M | $1.2B | ||
| Q4 24 | $455.6M | $1.1B | ||
| Q3 24 | $451.5M | $1.1B | ||
| Q2 24 | $449.8M | $1.1B |
| Q1 26 | — | $10.2B | ||
| Q4 25 | $640.5M | $9.7B | ||
| Q3 25 | $646.3M | $9.8B | ||
| Q2 25 | $646.7M | $9.7B | ||
| Q1 25 | $646.1M | $9.8B | ||
| Q4 24 | $604.7M | $9.7B | ||
| Q3 24 | $601.5M | $10.0B | ||
| Q2 24 | $598.7M | $9.9B |
| Q1 26 | — | — | ||
| 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× | — |
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 | $158.9M | ||
| Q3 25 | $-8.9M | $59.3M | ||
| Q2 25 | $19.8M | $20.6M | ||
| Q1 25 | $-45.2M | $35.6M | ||
| Q4 24 | $37.5M | $108.5M | ||
| Q3 24 | $10.4M | $39.6M | ||
| Q2 24 | $-15.3M | $11.9M |
| Q1 26 | — | — | ||
| Q4 25 | $9.8M | $151.1M | ||
| Q3 25 | $-9.8M | $56.8M | ||
| Q2 25 | $18.6M | $19.6M | ||
| Q1 25 | $-47.6M | $34.8M | ||
| Q4 24 | $32.3M | $86.4M | ||
| Q3 24 | $8.9M | $32.2M | ||
| Q2 24 | $-18.9M | $6.5M |
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | 146.0% | ||
| Q3 25 | -13.8% | 51.7% | ||
| Q2 25 | 17.3% | 23.5% | ||
| Q1 25 | -72.4% | 37.0% | ||
| Q4 24 | 34.0% | 110.3% | ||
| Q3 24 | 10.7% | 35.5% | ||
| Q2 24 | -24.6% | 6.8% |
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | 7.6% | ||
| Q3 25 | 1.3% | 2.3% | ||
| Q2 25 | 1.1% | 1.2% | ||
| Q1 25 | 3.7% | 0.8% | ||
| Q4 24 | 5.6% | 28.1% | ||
| Q3 24 | 1.9% | 8.1% | ||
| Q2 24 | 4.7% | 5.6% |
| Q1 26 | — | — | ||
| Q4 25 | 2.11× | 5.38× | ||
| Q3 25 | — | 6.88× | ||
| Q2 25 | 2.31× | 1.41× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | 13.89× | 7.60× | ||
| Q3 24 | 20.52× | 2.13× | ||
| Q2 24 | — | 0.57× |
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% |
OBK
| Net Interest Income | $87.2M | 84% |
| Noninterest Income | $16.8M | 16% |
