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Side-by-side financial comparison of AerSale Corp (ASLE) and OIL STATES INTERNATIONAL, INC (OIS). Click either name above to swap in a different company.
OIL STATES INTERNATIONAL, INC is the larger business by last-quarter revenue ($178.5M vs $90.9M, roughly 2.0× AerSale Corp). AerSale Corp runs the higher net margin — 5.9% vs -65.7%, a 71.6% gap on every dollar of revenue. On growth, OIL STATES INTERNATIONAL, INC posted the faster year-over-year revenue change (8.4% vs -4.0%). OIL STATES INTERNATIONAL, INC produced more free cash flow last quarter ($47.1M vs $9.8M). Over the past eight quarters, OIL STATES INTERNATIONAL, INC's revenue compounded faster (3.3% 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.
Oil States International, Inc. is an American multinational corporation. It focuses on providing services to oil and gas companies. It is a public company listed on the New York Stock Exchange.
ASLE vs OIS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $90.9M | $178.5M |
| Net Profit | $5.4M | $-117.2M |
| Gross Margin | 34.1% | 10.9% |
| Operating Margin | 7.8% | -63.7% |
| Net Margin | 5.9% | -65.7% |
| Revenue YoY | -4.0% | 8.4% |
| Net Profit YoY | 99.7% | -873.2% |
| EPS (diluted) | $0.10 | $-1.99 |
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 | $178.5M | ||
| Q3 25 | $71.2M | $165.2M | ||
| Q2 25 | $107.4M | $165.4M | ||
| Q1 25 | $65.8M | $159.9M | ||
| Q4 24 | $94.7M | $164.6M | ||
| Q3 24 | $82.7M | $174.3M | ||
| Q2 24 | $77.1M | $186.4M | ||
| Q1 24 | $90.5M | $167.3M |
| Q4 25 | $5.4M | $-117.2M | ||
| Q3 25 | $-120.0K | $1.9M | ||
| Q2 25 | $8.6M | $2.8M | ||
| Q1 25 | $-5.3M | $3.2M | ||
| Q4 24 | $2.7M | $15.2M | ||
| Q3 24 | $509.0K | $-14.3M | ||
| Q2 24 | $-3.6M | $1.3M | ||
| Q1 24 | $6.3M | $-13.4M |
| Q4 25 | 34.1% | 10.9% | ||
| Q3 25 | 30.2% | 22.1% | ||
| Q2 25 | 32.9% | 24.2% | ||
| Q1 25 | 27.3% | 23.3% | ||
| Q4 24 | 31.4% | 23.7% | ||
| Q3 24 | 28.6% | 21.7% | ||
| Q2 24 | 28.2% | 23.8% | ||
| Q1 24 | 31.8% | 21.1% |
| Q4 25 | 7.8% | -63.7% | ||
| Q3 25 | 4.0% | 2.9% | ||
| Q2 25 | 11.7% | 3.2% | ||
| Q1 25 | -10.1% | 3.5% | ||
| Q4 24 | 5.2% | 11.2% | ||
| Q3 24 | 2.4% | -6.3% | ||
| Q2 24 | -2.4% | 1.1% | ||
| Q1 24 | 5.2% | -6.7% |
| Q4 25 | 5.9% | -65.7% | ||
| Q3 25 | -0.2% | 1.2% | ||
| Q2 25 | 8.0% | 1.7% | ||
| Q1 25 | -8.0% | 2.0% | ||
| Q4 24 | 2.9% | 9.2% | ||
| Q3 24 | 0.6% | -8.2% | ||
| Q2 24 | -4.7% | 0.7% | ||
| Q1 24 | 6.9% | -8.0% |
| Q4 25 | $0.10 | $-1.99 | ||
| Q3 25 | $0.00 | $0.03 | ||
| Q2 25 | $0.18 | $0.05 | ||
| Q1 25 | $-0.10 | $0.05 | ||
| Q4 24 | $0.05 | $0.24 | ||
| Q3 24 | $0.01 | $-0.23 | ||
| Q2 24 | $-0.07 | $0.02 | ||
| Q1 24 | $0.12 | $-0.21 |
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 | $69.9M |
| Total DebtLower is stronger | $1.3M | $1.7M |
| Stockholders' EquityBook value | $424.4M | $573.2M |
| Total Assets | $640.5M | $883.4M |
| Debt / EquityLower = less leverage | 0.00× | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.4M | $69.9M | ||
| Q3 25 | $5.3M | $67.1M | ||
| Q2 25 | $5.7M | $53.9M | ||
| Q1 25 | $4.7M | $66.8M | ||
| Q4 24 | $4.7M | $65.4M | ||
| Q3 24 | $9.8M | $46.0M | ||
| Q2 24 | $4.3M | $25.2M | ||
| Q1 24 | $2.6M | $24.1M |
| Q4 25 | $1.3M | $1.7M | ||
| Q3 25 | $1.5M | $1.9M | ||
| Q2 25 | $907.0K | $1.9M | ||
| Q1 25 | $1.1M | $124.7M | ||
| Q4 24 | $1.2M | $124.7M | ||
| Q3 24 | $376.0K | $124.6M | ||
| Q2 24 | $522.0K | $124.3M | ||
| Q1 24 | $3.5M | $135.6M |
| Q4 25 | $424.4M | $573.2M | ||
| Q3 25 | $417.1M | $689.0M | ||
| Q2 25 | $415.9M | $690.6M | ||
| Q1 25 | $406.5M | $683.4M | ||
| Q4 24 | $455.6M | $680.7M | ||
| Q3 24 | $451.5M | $684.8M | ||
| Q2 24 | $449.8M | $690.4M | ||
| Q1 24 | $452.0M | $692.3M |
| Q4 25 | $640.5M | $883.4M | ||
| Q3 25 | $646.3M | $1.0B | ||
| Q2 25 | $646.7M | $993.7M | ||
| Q1 25 | $646.1M | $990.7M | ||
| Q4 24 | $604.7M | $1.0B | ||
| Q3 24 | $601.5M | $994.1M | ||
| Q2 24 | $598.7M | $1.0B | ||
| Q1 24 | $571.7M | $1.0B |
| Q4 25 | 0.00× | 0.00× | ||
| Q3 25 | 0.00× | 0.00× | ||
| Q2 25 | 0.00× | 0.00× | ||
| Q1 25 | 0.00× | 0.18× | ||
| Q4 24 | 0.00× | 0.18× | ||
| Q3 24 | 0.00× | 0.18× | ||
| Q2 24 | 0.00× | 0.18× | ||
| Q1 24 | 0.01× | 0.20× |
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 | $50.1M |
| Free Cash FlowOCF − Capex | $9.8M | $47.1M |
| FCF MarginFCF / Revenue | 10.8% | 26.4% |
| Capex IntensityCapex / Revenue | 1.7% | 1.7% |
| Cash ConversionOCF / Net Profit | 2.11× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-29.1M | $73.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.4M | $50.1M | ||
| Q3 25 | $-8.9M | $30.7M | ||
| Q2 25 | $19.8M | $15.0M | ||
| Q1 25 | $-45.2M | $9.3M | ||
| Q4 24 | $37.5M | $18.2M | ||
| Q3 24 | $10.4M | $28.8M | ||
| Q2 24 | $-15.3M | $10.2M | ||
| Q1 24 | $-21.5M | $-11.4M |
| Q4 25 | $9.8M | $47.1M | ||
| Q3 25 | $-9.8M | $22.0M | ||
| Q2 25 | $18.6M | $4.7M | ||
| Q1 25 | $-47.6M | $137.0K | ||
| Q4 24 | $32.3M | $4.0M | ||
| Q3 24 | $8.9M | $21.4M | ||
| Q2 24 | $-18.9M | $4.5M | ||
| Q1 24 | $-25.0M | $-21.5M |
| Q4 25 | 10.8% | 26.4% | ||
| Q3 25 | -13.8% | 13.3% | ||
| Q2 25 | 17.3% | 2.8% | ||
| Q1 25 | -72.4% | 0.1% | ||
| Q4 24 | 34.0% | 2.4% | ||
| Q3 24 | 10.7% | 12.3% | ||
| Q2 24 | -24.6% | 2.4% | ||
| Q1 24 | -27.7% | -12.8% |
| Q4 25 | 1.7% | 1.7% | ||
| Q3 25 | 1.3% | 5.3% | ||
| Q2 25 | 1.1% | 6.2% | ||
| Q1 25 | 3.7% | 5.7% | ||
| Q4 24 | 5.6% | 8.6% | ||
| Q3 24 | 1.9% | 4.3% | ||
| Q2 24 | 4.7% | 3.1% | ||
| Q1 24 | 3.9% | 6.0% |
| Q4 25 | 2.11× | — | ||
| Q3 25 | — | 16.15× | ||
| Q2 25 | 2.31× | 5.33× | ||
| Q1 25 | — | 2.94× | ||
| Q4 24 | 13.89× | 1.20× | ||
| Q3 24 | 20.52× | — | ||
| Q2 24 | — | 7.87× | ||
| Q1 24 | -3.42× | — |
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% |
OIS
| Project Driven | $112.6M | 63% |
| Downhole Technologies | $32.1M | 18% |
| Completion And Production Services | $23.1M | 13% |
| Military And Other Products | $10.7M | 6% |
