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Side-by-side financial comparison of AerSale Corp (ASLE) and Sezzle Inc. (SEZL). Click either name above to swap in a different company.
AerSale Corp is the larger business by last-quarter revenue ($90.9M vs $78.2M, roughly 1.2× Sezzle Inc.). Sezzle Inc. runs the higher net margin — 54.6% vs 5.9%, a 48.6% gap on every dollar of revenue. On growth, Sezzle Inc. posted the faster year-over-year revenue change (61.6% vs -4.0%). Sezzle Inc. produced more free cash flow last quarter ($70.6M vs $9.8M). Over the past eight quarters, Sezzle Inc.'s revenue compounded faster (76.0% 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.
Sezzle is a publicly traded financial technology company headquartered in Minneapolis, U.S, with operations in the United States and Canada. The company provides an alternative payment platform offering interest-free installment plans at selected online stores. As of June 2021, the Sezzle platform had over 10 million user sign-ups and over 48,000 participating merchants.
ASLE vs SEZL — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $90.9M | $78.2M |
| Net Profit | $5.4M | $42.7M |
| Gross Margin | 34.1% | — |
| Operating Margin | 7.8% | 70.6% |
| Net Margin | 5.9% | 54.6% |
| Revenue YoY | -4.0% | 61.6% |
| Net Profit YoY | 99.7% | 68.3% |
| EPS (diluted) | $0.10 | $1.19 |
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 | $78.2M | ||
| Q3 25 | $71.2M | $57.5M | ||
| Q2 25 | $107.4M | $52.0M | ||
| Q1 25 | $65.8M | $48.2M | ||
| Q4 24 | $94.7M | $48.4M | ||
| Q3 24 | $82.7M | $35.6M | ||
| Q2 24 | $77.1M | $30.2M | ||
| Q1 24 | $90.5M | $25.2M |
| Q4 25 | $5.4M | $42.7M | ||
| Q3 25 | $-120.0K | $26.7M | ||
| Q2 25 | $8.6M | $27.6M | ||
| Q1 25 | $-5.3M | $36.2M | ||
| Q4 24 | $2.7M | $25.4M | ||
| Q3 24 | $509.0K | $15.4M | ||
| Q2 24 | $-3.6M | $29.7M | ||
| Q1 24 | $6.3M | $8.0M |
| 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% | 70.6% | ||
| Q3 25 | 4.0% | 61.9% | ||
| Q2 25 | 11.7% | 69.4% | ||
| Q1 25 | -10.1% | — | ||
| Q4 24 | 5.2% | 63.8% | ||
| Q3 24 | 2.4% | 58.6% | ||
| Q2 24 | -2.4% | 55.3% | ||
| Q1 24 | 5.2% | 54.8% |
| Q4 25 | 5.9% | 54.6% | ||
| Q3 25 | -0.2% | 46.4% | ||
| Q2 25 | 8.0% | 53.1% | ||
| Q1 25 | -8.0% | 75.1% | ||
| Q4 24 | 2.9% | 52.4% | ||
| Q3 24 | 0.6% | 43.4% | ||
| Q2 24 | -4.7% | 98.4% | ||
| Q1 24 | 6.9% | 31.7% |
| Q4 25 | $0.10 | $1.19 | ||
| Q3 25 | $0.00 | $0.75 | ||
| Q2 25 | $0.18 | $0.78 | ||
| Q1 25 | $-0.10 | $1.00 | ||
| Q4 24 | $0.05 | $0.71 | ||
| Q3 24 | $0.01 | $0.44 | ||
| Q2 24 | $-0.07 | $0.82 | ||
| Q1 24 | $0.12 | $0.22 |
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 | $64.1M |
| Total DebtLower is stronger | $1.3M | — |
| Stockholders' EquityBook value | $424.4M | $169.8M |
| Total Assets | $640.5M | $400.2M |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.4M | $64.1M | ||
| Q3 25 | $5.3M | $104.1M | ||
| Q2 25 | $5.7M | $88.9M | ||
| Q1 25 | $4.7M | $88.9M | ||
| Q4 24 | $4.7M | $73.2M | ||
| Q3 24 | $9.8M | $80.1M | ||
| Q2 24 | $4.3M | $58.0M | ||
| Q1 24 | $2.6M | $77.8M |
| 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 24 | $3.5M | — |
| Q4 25 | $424.4M | $169.8M | ||
| Q3 25 | $417.1M | $155.3M | ||
| Q2 25 | $415.9M | $130.4M | ||
| Q1 25 | $406.5M | $125.8M | ||
| Q4 24 | $455.6M | $87.8M | ||
| Q3 24 | $451.5M | $61.1M | ||
| Q2 24 | $449.8M | $50.3M | ||
| Q1 24 | $452.0M | $29.6M |
| Q4 25 | $640.5M | $400.2M | ||
| Q3 25 | $646.3M | $367.0M | ||
| Q2 25 | $646.7M | $350.6M | ||
| Q1 25 | $646.1M | $298.1M | ||
| Q4 24 | $604.7M | $298.4M | ||
| Q3 24 | $601.5M | $252.9M | ||
| Q2 24 | $598.7M | $212.1M | ||
| Q1 24 | $571.7M | $195.7M |
| 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× | — | ||
| Q1 24 | 0.01× | — |
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 | $70.6M |
| Free Cash FlowOCF − Capex | $9.8M | $70.6M |
| FCF MarginFCF / Revenue | 10.8% | 90.2% |
| Capex IntensityCapex / Revenue | 1.7% | 0.1% |
| Cash ConversionOCF / Net Profit | 2.11× | 1.65× |
| TTM Free Cash FlowTrailing 4 quarters | $-29.1M | $209.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.4M | $70.6M | ||
| Q3 25 | $-8.9M | $63.7M | ||
| Q2 25 | $19.8M | $23.1M | ||
| Q1 25 | $-45.2M | $52.5M | ||
| Q4 24 | $37.5M | $57.4M | ||
| Q3 24 | $10.4M | $35.1M | ||
| Q2 24 | $-15.3M | $22.2M | ||
| Q1 24 | $-21.5M | $16.0M |
| Q4 25 | $9.8M | $70.6M | ||
| Q3 25 | $-9.8M | $63.6M | ||
| Q2 25 | $18.6M | $22.7M | ||
| Q1 25 | $-47.6M | $52.5M | ||
| Q4 24 | $32.3M | $57.4M | ||
| Q3 24 | $8.9M | $35.1M | ||
| Q2 24 | $-18.9M | $22.2M | ||
| Q1 24 | $-25.0M | $16.0M |
| Q4 25 | 10.8% | 90.2% | ||
| Q3 25 | -13.8% | 110.6% | ||
| Q2 25 | 17.3% | 43.6% | ||
| Q1 25 | -72.4% | 108.9% | ||
| Q4 24 | 34.0% | 118.5% | ||
| Q3 24 | 10.7% | 98.6% | ||
| Q2 24 | -24.6% | 73.4% | ||
| Q1 24 | -27.7% | 63.3% |
| Q4 25 | 1.7% | 0.1% | ||
| Q3 25 | 1.3% | 0.3% | ||
| Q2 25 | 1.1% | 0.8% | ||
| Q1 25 | 3.7% | 0.1% | ||
| Q4 24 | 5.6% | 0.1% | ||
| Q3 24 | 1.9% | 0.0% | ||
| Q2 24 | 4.7% | 0.1% | ||
| Q1 24 | 3.9% | 0.0% |
| Q4 25 | 2.11× | 1.65× | ||
| Q3 25 | — | 2.39× | ||
| Q2 25 | 2.31× | 0.84× | ||
| Q1 25 | — | 1.45× | ||
| Q4 24 | 13.89× | 2.26× | ||
| Q3 24 | 20.52× | 2.27× | ||
| Q2 24 | — | 0.75× | ||
| Q1 24 | -3.42× | 2.00× |
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% |
SEZL
| Merchant And Partner Income | $28.9M | 37% |
| Transaction Income | $25.9M | 33% |
| Income From Other Services Late Payment Fees | $20.5M | 26% |
| Other | $2.9M | 4% |
