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Side-by-side financial comparison of AerSale Corp (ASLE) and Repay Holdings Corp (RPAY). Click either name above to swap in a different company.
AerSale Corp is the larger business by last-quarter revenue ($90.9M vs $78.6M, roughly 1.2× Repay Holdings Corp). AerSale Corp runs the higher net margin — 5.9% vs -178.3%, a 184.2% gap on every dollar of revenue. On growth, Repay Holdings Corp posted the faster year-over-year revenue change (0.4% vs -4.0%). Repay Holdings Corp produced more free cash flow last quarter ($23.2M vs $9.8M). Over the past eight quarters, AerSale Corp's revenue compounded faster (0.2% CAGR vs -1.3%).
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.
Repay Holdings Corp is a leading payment technology provider delivering integrated end-to-end payment processing solutions for businesses across North America. Its offerings include credit/debit card processing, ACH transfer services, POS system integrations and digital payment tools, serving retail, healthcare, automotive and e-commerce segments to help clients streamline transaction workflows and boost operational efficiency.
ASLE vs RPAY — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $90.9M | $78.6M |
| Net Profit | $5.4M | $-140.1M |
| Gross Margin | 34.1% | 74.2% |
| Operating Margin | 7.8% | -182.2% |
| Net Margin | 5.9% | -178.3% |
| Revenue YoY | -4.0% | 0.4% |
| Net Profit YoY | 99.7% | -3304.1% |
| EPS (diluted) | $0.10 | $-1.68 |
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 | $78.6M | ||
| Q3 25 | $71.2M | $77.7M | ||
| Q2 25 | $107.4M | $75.6M | ||
| Q1 25 | $65.8M | $77.3M | ||
| Q4 24 | $94.7M | $78.3M | ||
| Q3 24 | $82.7M | $79.1M | ||
| Q2 24 | $77.1M | $74.9M | ||
| Q1 24 | $90.5M | $80.7M |
| Q4 25 | $5.4M | $-140.1M | ||
| Q3 25 | $-120.0K | $-6.4M | ||
| Q2 25 | $8.6M | $-102.3M | ||
| Q1 25 | $-5.3M | $-7.9M | ||
| Q4 24 | $2.7M | $-4.1M | ||
| Q3 24 | $509.0K | $3.2M | ||
| Q2 24 | $-3.6M | $-4.1M | ||
| Q1 24 | $6.3M | $-5.2M |
| Q4 25 | 34.1% | 74.2% | ||
| Q3 25 | 30.2% | 74.4% | ||
| Q2 25 | 32.9% | 75.7% | ||
| Q1 25 | 27.3% | 75.9% | ||
| Q4 24 | 31.4% | 76.3% | ||
| Q3 24 | 28.6% | 77.8% | ||
| Q2 24 | 28.2% | 78.2% | ||
| Q1 24 | 31.8% | 76.2% |
| Q4 25 | 7.8% | -182.2% | ||
| Q3 25 | 4.0% | -3.9% | ||
| Q2 25 | 11.7% | -138.7% | ||
| Q1 25 | -10.1% | -4.7% | ||
| Q4 24 | 5.2% | -1.5% | ||
| Q3 24 | 2.4% | -0.9% | ||
| Q2 24 | -2.4% | -4.6% | ||
| Q1 24 | 5.2% | -3.1% |
| Q4 25 | 5.9% | -178.3% | ||
| Q3 25 | -0.2% | -8.3% | ||
| Q2 25 | 8.0% | -135.2% | ||
| Q1 25 | -8.0% | -10.3% | ||
| Q4 24 | 2.9% | -5.3% | ||
| Q3 24 | 0.6% | 4.1% | ||
| Q2 24 | -4.7% | -5.4% | ||
| Q1 24 | 6.9% | -6.5% |
| Q4 25 | $0.10 | $-1.68 | ||
| Q3 25 | $0.00 | $-0.08 | ||
| Q2 25 | $0.18 | $-1.15 | ||
| Q1 25 | $-0.10 | $-0.09 | ||
| Q4 24 | $0.05 | $-0.04 | ||
| Q3 24 | $0.01 | $0.03 | ||
| Q2 24 | $-0.07 | $-0.04 | ||
| Q1 24 | $0.12 | $-0.06 |
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 | $115.7M |
| Total DebtLower is stronger | $1.3M | $280.1M |
| Stockholders' EquityBook value | $424.4M | $484.4M |
| Total Assets | $640.5M | $1.2B |
| Debt / EquityLower = less leverage | 0.00× | 0.58× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.4M | $115.7M | ||
| Q3 25 | $5.3M | $95.7M | ||
| Q2 25 | $5.7M | $162.6M | ||
| Q1 25 | $4.7M | $165.5M | ||
| Q4 24 | $4.7M | $189.5M | ||
| Q3 24 | $9.8M | $168.7M | ||
| Q2 24 | $4.3M | $147.1M | ||
| Q1 24 | $2.6M | $128.3M |
| Q4 25 | $1.3M | $280.1M | ||
| Q3 25 | $1.5M | $279.5M | ||
| Q2 25 | $907.0K | $279.0M | ||
| Q1 25 | $1.1M | $497.6M | ||
| Q4 24 | $1.2M | $496.8M | ||
| Q3 24 | $376.0K | $496.2M | ||
| Q2 24 | $522.0K | $435.6M | ||
| Q1 24 | $3.5M | $434.9M |
| Q4 25 | $424.4M | $484.4M | ||
| Q3 25 | $417.1M | $616.9M | ||
| Q2 25 | $415.9M | $633.7M | ||
| Q1 25 | $406.5M | $755.7M | ||
| Q4 24 | $455.6M | $761.3M | ||
| Q3 24 | $451.5M | $754.7M | ||
| Q2 24 | $449.8M | $815.4M | ||
| Q1 24 | $452.0M | $813.8M |
| Q4 25 | $640.5M | $1.2B | ||
| Q3 25 | $646.3M | $1.3B | ||
| Q2 25 | $646.7M | $1.4B | ||
| Q1 25 | $646.1M | $1.5B | ||
| Q4 24 | $604.7M | $1.6B | ||
| Q3 24 | $601.5M | $1.6B | ||
| Q2 24 | $598.7M | $1.5B | ||
| Q1 24 | $571.7M | $1.5B |
| Q4 25 | 0.00× | 0.58× | ||
| Q3 25 | 0.00× | 0.45× | ||
| Q2 25 | 0.00× | 0.44× | ||
| Q1 25 | 0.00× | 0.66× | ||
| Q4 24 | 0.00× | 0.65× | ||
| Q3 24 | 0.00× | 0.66× | ||
| Q2 24 | 0.00× | 0.53× | ||
| Q1 24 | 0.01× | 0.53× |
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 | $23.3M |
| Free Cash FlowOCF − Capex | $9.8M | $23.2M |
| FCF MarginFCF / Revenue | 10.8% | 29.6% |
| Capex IntensityCapex / Revenue | 1.7% | 0.1% |
| Cash ConversionOCF / Net Profit | 2.11× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-29.1M | $90.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.4M | $23.3M | ||
| Q3 25 | $-8.9M | $32.2M | ||
| Q2 25 | $19.8M | $33.1M | ||
| Q1 25 | $-45.2M | $2.5M | ||
| Q4 24 | $37.5M | $34.3M | ||
| Q3 24 | $10.4M | $60.1M | ||
| Q2 24 | $-15.3M | $31.0M | ||
| Q1 24 | $-21.5M | $24.8M |
| Q4 25 | $9.8M | $23.2M | ||
| Q3 25 | $-9.8M | $32.1M | ||
| Q2 25 | $18.6M | $33.0M | ||
| Q1 25 | $-47.6M | $2.4M | ||
| Q4 24 | $32.3M | $34.0M | ||
| Q3 24 | $8.9M | $59.8M | ||
| Q2 24 | $-18.9M | $30.5M | ||
| Q1 24 | $-25.0M | $24.7M |
| Q4 25 | 10.8% | 29.6% | ||
| Q3 25 | -13.8% | 41.3% | ||
| Q2 25 | 17.3% | 43.6% | ||
| Q1 25 | -72.4% | 3.0% | ||
| Q4 24 | 34.0% | 43.5% | ||
| Q3 24 | 10.7% | 75.6% | ||
| Q2 24 | -24.6% | 40.7% | ||
| Q1 24 | -27.7% | 30.6% |
| Q4 25 | 1.7% | 0.1% | ||
| Q3 25 | 1.3% | 0.2% | ||
| Q2 25 | 1.1% | 0.1% | ||
| Q1 25 | 3.7% | 0.2% | ||
| Q4 24 | 5.6% | 0.3% | ||
| Q3 24 | 1.9% | 0.3% | ||
| Q2 24 | 4.7% | 0.6% | ||
| Q1 24 | 3.9% | 0.1% |
| Q4 25 | 2.11× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.31× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 13.89× | — | ||
| Q3 24 | 20.52× | 18.52× | ||
| Q2 24 | — | — | ||
| 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% |
RPAY
| Sales Channel Directly To Consumer | $69.4M | 88% |
| Other | $6.8M | 9% |
| Sales Channel Through Intermediary | $2.3M | 3% |
