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Side-by-side financial comparison of AerSale Corp (ASLE) and PennyMac Mortgage Investment Trust (PMT). Click either name above to swap in a different company.
PennyMac Mortgage Investment Trust is the larger business by last-quarter revenue ($93.6M vs $90.9M, roughly 1.0× AerSale Corp). PennyMac Mortgage Investment Trust runs the higher net margin — 56.0% vs 5.9%, a 50.0% gap on every dollar of revenue. On growth, AerSale Corp posted the faster year-over-year revenue change (-4.0% vs -13.3%). Over the past eight quarters, PennyMac Mortgage Investment Trust's revenue compounded faster (12.3% 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.
PennyMac Mortgage Investment Trust is a U.S.-headquartered real estate investment trust specializing in residential mortgage assets. It invests in performing and non-performing mortgage loans, mortgage-backed securities, and credit risk transfer instruments, operating across investment management and mortgage servicing segments in the U.S. housing market.
ASLE vs PMT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $90.9M | $93.6M |
| Net Profit | $5.4M | $52.4M |
| Gross Margin | 34.1% | — |
| Operating Margin | 7.8% | 38.6% |
| Net Margin | 5.9% | 56.0% |
| Revenue YoY | -4.0% | -13.3% |
| Net Profit YoY | 99.7% | 12.5% |
| EPS (diluted) | $0.10 | $0.49 |
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 | $93.6M | ||
| Q3 25 | $71.2M | $99.2M | ||
| Q2 25 | $107.4M | $70.2M | ||
| Q1 25 | $65.8M | $44.5M | ||
| Q4 24 | $94.7M | $107.9M | ||
| Q3 24 | $82.7M | $80.9M | ||
| Q2 24 | $77.1M | $71.2M | ||
| Q1 24 | $90.5M | $74.2M |
| Q4 25 | $5.4M | $52.4M | ||
| Q3 25 | $-120.0K | $58.3M | ||
| Q2 25 | $8.6M | $7.5M | ||
| Q1 25 | $-5.3M | $9.7M | ||
| Q4 24 | $2.7M | $46.5M | ||
| Q3 24 | $509.0K | $41.4M | ||
| Q2 24 | $-3.6M | $25.4M | ||
| Q1 24 | $6.3M | $47.6M |
| 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 24 | 31.8% | — |
| Q4 25 | 7.8% | 38.6% | ||
| Q3 25 | 4.0% | 47.4% | ||
| Q2 25 | 11.7% | 24.2% | ||
| Q1 25 | -10.1% | -14.2% | ||
| Q4 24 | 5.2% | 51.1% | ||
| Q3 24 | 2.4% | 32.8% | ||
| Q2 24 | -2.4% | 40.2% | ||
| Q1 24 | 5.2% | 43.6% |
| Q4 25 | 5.9% | 56.0% | ||
| Q3 25 | -0.2% | 58.7% | ||
| Q2 25 | 8.0% | 10.7% | ||
| Q1 25 | -8.0% | 21.8% | ||
| Q4 24 | 2.9% | 43.1% | ||
| Q3 24 | 0.6% | 51.2% | ||
| Q2 24 | -4.7% | 35.7% | ||
| Q1 24 | 6.9% | 64.2% |
| Q4 25 | $0.10 | $0.49 | ||
| Q3 25 | $0.00 | $0.55 | ||
| Q2 25 | $0.18 | $-0.04 | ||
| Q1 25 | $-0.10 | $-0.01 | ||
| Q4 24 | $0.05 | $0.45 | ||
| Q3 24 | $0.01 | $0.36 | ||
| Q2 24 | $-0.07 | $0.17 | ||
| Q1 24 | $0.12 | $0.39 |
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 | $190.5M |
| Total DebtLower is stronger | $1.3M | $1.1B |
| Stockholders' EquityBook value | $424.4M | $1.9B |
| Total Assets | $640.5M | $21.3B |
| Debt / EquityLower = less leverage | 0.00× | 0.58× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.4M | $190.5M | ||
| Q3 25 | $5.3M | $181.0M | ||
| Q2 25 | $5.7M | $108.6M | ||
| Q1 25 | $4.7M | $204.2M | ||
| Q4 24 | $4.7M | $103.2M | ||
| Q3 24 | $9.8M | $102.8M | ||
| Q2 24 | $4.3M | $336.3M | ||
| Q1 24 | $2.6M | $343.3M |
| Q4 25 | $1.3M | $1.1B | ||
| Q3 25 | $1.5M | $299.0M | ||
| Q2 25 | $907.0K | $1.2B | ||
| Q1 25 | $1.1M | $968.4M | ||
| Q4 24 | $1.2M | $1.0B | ||
| Q3 24 | $376.0K | $5.2B | ||
| Q2 24 | $522.0K | $5.4B | ||
| Q1 24 | $3.5M | $5.1B |
| Q4 25 | $424.4M | $1.9B | ||
| Q3 25 | $417.1M | $1.9B | ||
| Q2 25 | $415.9M | $1.9B | ||
| Q1 25 | $406.5M | $1.9B | ||
| Q4 24 | $455.6M | $1.9B | ||
| Q3 24 | $451.5M | $1.9B | ||
| Q2 24 | $449.8M | $1.9B | ||
| Q1 24 | $452.0M | $2.0B |
| Q4 25 | $640.5M | $21.3B | ||
| Q3 25 | $646.3M | $18.5B | ||
| Q2 25 | $646.7M | $16.8B | ||
| Q1 25 | $646.1M | $14.9B | ||
| Q4 24 | $604.7M | $14.4B | ||
| Q3 24 | $601.5M | $13.1B | ||
| Q2 24 | $598.7M | $12.1B | ||
| Q1 24 | $571.7M | $12.3B |
| Q4 25 | 0.00× | 0.58× | ||
| Q3 25 | 0.00× | 0.16× | ||
| Q2 25 | 0.00× | 0.65× | ||
| Q1 25 | 0.00× | 0.51× | ||
| Q4 24 | 0.00× | 0.52× | ||
| Q3 24 | 0.00× | 2.70× | ||
| Q2 24 | 0.00× | 2.76× | ||
| Q1 24 | 0.01× | 2.60× |
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 | $-7.2B |
| Free Cash FlowOCF − Capex | $9.8M | — |
| FCF MarginFCF / Revenue | 10.8% | — |
| Capex IntensityCapex / Revenue | 1.7% | — |
| Cash ConversionOCF / Net Profit | 2.11× | -137.76× |
| TTM Free Cash FlowTrailing 4 quarters | $-29.1M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.4M | $-7.2B | ||
| Q3 25 | $-8.9M | $-1.3B | ||
| Q2 25 | $19.8M | $-2.0B | ||
| Q1 25 | $-45.2M | $-594.3M | ||
| Q4 24 | $37.5M | $-2.7B | ||
| Q3 24 | $10.4M | $-983.8M | ||
| Q2 24 | $-15.3M | $243.8M | ||
| Q1 24 | $-21.5M | $-342.4M |
| 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 24 | $-25.0M | — |
| 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 24 | -27.7% | — |
| 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 24 | 3.9% | — |
| Q4 25 | 2.11× | -137.76× | ||
| Q3 25 | — | -22.26× | ||
| Q2 25 | 2.31× | -267.53× | ||
| Q1 25 | — | -61.39× | ||
| Q4 24 | 13.89× | -58.08× | ||
| Q3 24 | 20.52× | -23.76× | ||
| Q2 24 | — | 9.59× | ||
| Q1 24 | -3.42× | -7.19× |
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% |
PMT
| Other | $55.0M | 59% |
| Interest Rate Sensitive Strategies | $31.4M | 34% |
| Correspondent Production | $7.2M | 8% |
