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Side-by-side financial comparison of AerSale Corp (ASLE) and UNIVERSAL DISPLAY CORP \PA\ (OLED). Click either name above to swap in a different company.
UNIVERSAL DISPLAY CORP \PA\ is the larger business by last-quarter revenue ($142.2M vs $90.9M, roughly 1.6× AerSale Corp). UNIVERSAL DISPLAY CORP \PA\ runs the higher net margin — 25.2% vs 5.9%, a 19.3% gap on every dollar of revenue. On growth, AerSale Corp posted the faster year-over-year revenue change (-4.0% vs -14.5%). Over the past eight quarters, AerSale Corp's revenue compounded faster (0.2% CAGR vs -5.3%).
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.
Universal Display Corporation is a developer and manufacturer of organic light emitting diode (OLED) technologies and materials, and it is a provider of services to the display and lighting industries.
ASLE vs OLED — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $90.9M | $142.2M |
| Net Profit | $5.4M | $35.9M |
| Gross Margin | 34.1% | 74.6% |
| Operating Margin | 7.8% | 30.1% |
| Net Margin | 5.9% | 25.2% |
| Revenue YoY | -4.0% | -14.5% |
| Net Profit YoY | 99.7% | -44.3% |
| EPS (diluted) | $0.10 | $0.76 |
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 | — | $142.2M | ||
| Q4 25 | $90.9M | $172.9M | ||
| Q3 25 | $71.2M | $139.6M | ||
| Q2 25 | $107.4M | $171.8M | ||
| Q1 25 | $65.8M | $166.3M | ||
| Q4 24 | $94.7M | $162.3M | ||
| Q3 24 | $82.7M | $161.6M | ||
| Q2 24 | $77.1M | $158.5M |
| Q1 26 | — | $35.9M | ||
| Q4 25 | $5.4M | $66.3M | ||
| Q3 25 | $-120.0K | $44.0M | ||
| Q2 25 | $8.6M | $67.3M | ||
| Q1 25 | $-5.3M | $64.4M | ||
| Q4 24 | $2.7M | $46.0M | ||
| Q3 24 | $509.0K | $66.9M | ||
| Q2 24 | $-3.6M | $52.3M |
| Q1 26 | — | 74.6% | ||
| Q4 25 | 34.1% | 76.1% | ||
| Q3 25 | 30.2% | 74.6% | ||
| Q2 25 | 32.9% | 77.2% | ||
| Q1 25 | 27.3% | 77.1% | ||
| Q4 24 | 31.4% | 77.0% | ||
| Q3 24 | 28.6% | 77.8% | ||
| Q2 24 | 28.2% | 75.8% |
| Q1 26 | — | 30.1% | ||
| Q4 25 | 7.8% | 38.9% | ||
| Q3 25 | 4.0% | 30.9% | ||
| Q2 25 | 11.7% | 39.9% | ||
| Q1 25 | -10.1% | 41.9% | ||
| Q4 24 | 5.2% | 32.3% | ||
| Q3 24 | 2.4% | 41.5% | ||
| Q2 24 | -2.4% | 35.6% |
| Q1 26 | — | 25.2% | ||
| Q4 25 | 5.9% | 38.4% | ||
| Q3 25 | -0.2% | 31.5% | ||
| Q2 25 | 8.0% | 39.2% | ||
| Q1 25 | -8.0% | 38.8% | ||
| Q4 24 | 2.9% | 28.4% | ||
| Q3 24 | 0.6% | 41.4% | ||
| Q2 24 | -4.7% | 33.0% |
| Q1 26 | — | $0.76 | ||
| Q4 25 | $0.10 | $1.40 | ||
| Q3 25 | $0.00 | $0.92 | ||
| Q2 25 | $0.18 | $1.41 | ||
| Q1 25 | $-0.10 | $1.35 | ||
| Q4 24 | $0.05 | $0.96 | ||
| Q3 24 | $0.01 | $1.40 | ||
| Q2 24 | $-0.07 | $1.10 |
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 | $516.4M |
| Total DebtLower is stronger | $1.3M | — |
| Stockholders' EquityBook value | $424.4M | — |
| Total Assets | $640.5M | $1.9B |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $516.4M | ||
| Q4 25 | $4.4M | $602.4M | ||
| Q3 25 | $5.3M | $603.0M | ||
| Q2 25 | $5.7M | $525.2M | ||
| Q1 25 | $4.7M | $571.3M | ||
| Q4 24 | $4.7M | $492.7M | ||
| Q3 24 | $9.8M | $551.6M | ||
| Q2 24 | $4.3M | $530.5M |
| 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 | — | — | ||
| Q4 25 | $424.4M | $1.8B | ||
| Q3 25 | $417.1M | $1.7B | ||
| Q2 25 | $415.9M | $1.7B | ||
| Q1 25 | $406.5M | $1.7B | ||
| Q4 24 | $455.6M | $1.6B | ||
| Q3 24 | $451.5M | $1.6B | ||
| Q2 24 | $449.8M | $1.5B |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $640.5M | $2.0B | ||
| Q3 25 | $646.3M | $1.9B | ||
| Q2 25 | $646.7M | $1.9B | ||
| Q1 25 | $646.1M | $1.9B | ||
| Q4 24 | $604.7M | $1.8B | ||
| Q3 24 | $601.5M | $1.8B | ||
| Q2 24 | $598.7M | $1.8B |
| 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 | $108.9M |
| Free Cash FlowOCF − Capex | $9.8M | — |
| FCF MarginFCF / Revenue | 10.8% | — |
| Capex IntensityCapex / Revenue | 1.7% | — |
| Cash ConversionOCF / Net Profit | 2.11× | 3.03× |
| TTM Free Cash FlowTrailing 4 quarters | $-29.1M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $108.9M | ||
| Q4 25 | $11.4M | $31.1M | ||
| Q3 25 | $-8.9M | $97.2M | ||
| Q2 25 | $19.8M | $51.9M | ||
| Q1 25 | $-45.2M | $30.6M | ||
| Q4 24 | $37.5M | $34.7M | ||
| Q3 24 | $10.4M | $79.9M | ||
| Q2 24 | $-15.3M | $67.0M |
| Q1 26 | — | — | ||
| Q4 25 | $9.8M | $15.1M | ||
| Q3 25 | $-9.8M | $84.3M | ||
| Q2 25 | $18.6M | $37.5M | ||
| Q1 25 | $-47.6M | $17.5M | ||
| Q4 24 | $32.3M | $22.0M | ||
| Q3 24 | $8.9M | $66.2M | ||
| Q2 24 | $-18.9M | $57.9M |
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | 8.7% | ||
| Q3 25 | -13.8% | 60.4% | ||
| Q2 25 | 17.3% | 21.8% | ||
| Q1 25 | -72.4% | 10.5% | ||
| Q4 24 | 34.0% | 13.6% | ||
| Q3 24 | 10.7% | 41.0% | ||
| Q2 24 | -24.6% | 36.5% |
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | 9.3% | ||
| Q3 25 | 1.3% | 9.2% | ||
| Q2 25 | 1.1% | 8.4% | ||
| Q1 25 | 3.7% | 7.9% | ||
| Q4 24 | 5.6% | 7.8% | ||
| Q3 24 | 1.9% | 8.4% | ||
| Q2 24 | 4.7% | 5.8% |
| Q1 26 | — | 3.03× | ||
| Q4 25 | 2.11× | 0.47× | ||
| Q3 25 | — | 2.21× | ||
| Q2 25 | 2.31× | 0.77× | ||
| Q1 25 | — | 0.47× | ||
| Q4 24 | 13.89× | 0.75× | ||
| Q3 24 | 20.52× | 1.19× | ||
| Q2 24 | — | 1.28× |
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% |
OLED
| Material sales | $83.7M | 59% |
| Royalty and license fees | $54.2M | 38% |
| Contract research services | $4.3M | 3% |
