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Side-by-side financial comparison of AerSale Corp (ASLE) and SHENANDOAH TELECOMMUNICATIONS CO (SHEN). Click either name above to swap in a different company.
SHENANDOAH TELECOMMUNICATIONS CO is the larger business by last-quarter revenue ($91.6M vs $90.9M, roughly 1.0× AerSale Corp). AerSale Corp runs the higher net margin — 5.9% vs -5.9%, a 11.8% gap on every dollar of revenue. On growth, SHENANDOAH TELECOMMUNICATIONS CO posted the faster year-over-year revenue change (7.2% vs -4.0%). AerSale Corp produced more free cash flow last quarter ($9.8M vs $-78.6M). Over the past eight quarters, SHENANDOAH TELECOMMUNICATIONS CO's revenue compounded faster (15.0% 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.
Shenandoah Telecommunications Co is a U.S. regional telecom provider offering broadband internet, wireless voice/data services, digital cable TV, and fiber-optic solutions. It serves residential, small business and enterprise clients across Mid-Atlantic states, focusing on underserved rural and suburban markets in Virginia, West Virginia, Maryland and Pennsylvania.
ASLE vs SHEN — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $90.9M | $91.6M |
| Net Profit | $5.4M | $-5.4M |
| Gross Margin | 34.1% | — |
| Operating Margin | 7.8% | -1.0% |
| Net Margin | 5.9% | -5.9% |
| Revenue YoY | -4.0% | 7.2% |
| Net Profit YoY | 99.7% | -95.8% |
| EPS (diluted) | $0.10 | $-0.13 |
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 | $91.6M | ||
| Q3 25 | $71.2M | $89.8M | ||
| Q2 25 | $107.4M | $88.6M | ||
| Q1 25 | $65.8M | $87.9M | ||
| Q4 24 | $94.7M | $85.4M | ||
| Q3 24 | $82.7M | $87.6M | ||
| Q2 24 | $77.1M | $85.8M | ||
| Q1 24 | $90.5M | $69.2M |
| Q4 25 | $5.4M | $-5.4M | ||
| Q3 25 | $-120.0K | $-9.4M | ||
| Q2 25 | $8.6M | $-9.0M | ||
| Q1 25 | $-5.3M | $-9.1M | ||
| Q4 24 | $2.7M | $-2.7M | ||
| Q3 24 | $509.0K | $-5.3M | ||
| Q2 24 | $-3.6M | $-12.9M | ||
| Q1 24 | $6.3M | $214.7M |
| 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% | -1.0% | ||
| Q3 25 | 4.0% | -8.0% | ||
| Q2 25 | 11.7% | -10.3% | ||
| Q1 25 | -10.1% | -6.9% | ||
| Q4 24 | 5.2% | -6.7% | ||
| Q3 24 | 2.4% | -4.8% | ||
| Q2 24 | -2.4% | -18.5% | ||
| Q1 24 | 5.2% | -4.0% |
| Q4 25 | 5.9% | -5.9% | ||
| Q3 25 | -0.2% | -10.5% | ||
| Q2 25 | 8.0% | -10.2% | ||
| Q1 25 | -8.0% | -10.4% | ||
| Q4 24 | 2.9% | -3.2% | ||
| Q3 24 | 0.6% | -6.0% | ||
| Q2 24 | -4.7% | -15.0% | ||
| Q1 24 | 6.9% | 310.0% |
| Q4 25 | $0.10 | $-0.13 | ||
| Q3 25 | $0.00 | $-0.20 | ||
| Q2 25 | $0.18 | $-0.19 | ||
| Q1 25 | $-0.10 | $-0.19 | ||
| Q4 24 | $0.05 | $-0.34 | ||
| Q3 24 | $0.01 | $-0.13 | ||
| Q2 24 | $-0.07 | $-0.24 | ||
| Q1 24 | $0.12 | $4.25 |
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 | $27.3M |
| Total DebtLower is stronger | $1.3M | $642.4M |
| Stockholders' EquityBook value | $424.4M | $880.8M |
| Total Assets | $640.5M | $1.9B |
| Debt / EquityLower = less leverage | 0.00× | 0.73× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.4M | $27.3M | ||
| Q3 25 | $5.3M | $22.6M | ||
| Q2 25 | $5.7M | $29.1M | ||
| Q1 25 | $4.7M | $87.5M | ||
| Q4 24 | $4.7M | $46.3M | ||
| Q3 24 | $9.8M | $43.1M | ||
| Q2 24 | $4.3M | $43.8M | ||
| Q1 24 | $2.6M | $389.7M |
| Q4 25 | $1.3M | $642.4M | ||
| Q3 25 | $1.5M | $535.4M | ||
| Q2 25 | $907.0K | $513.1M | ||
| Q1 25 | $1.1M | $515.8M | ||
| Q4 24 | $1.2M | $418.0M | ||
| Q3 24 | $376.0K | $345.2M | ||
| Q2 24 | $522.0K | $297.4M | ||
| Q1 24 | $3.5M | $298.7M |
| Q4 25 | $424.4M | $880.8M | ||
| Q3 25 | $417.1M | $892.7M | ||
| Q2 25 | $415.9M | $902.0M | ||
| Q1 25 | $406.5M | $910.5M | ||
| Q4 24 | $455.6M | $918.6M | ||
| Q3 24 | $451.5M | $925.4M | ||
| Q2 24 | $449.8M | $933.1M | ||
| Q1 24 | $452.0M | $871.6M |
| Q4 25 | $640.5M | $1.9B | ||
| Q3 25 | $646.3M | $1.9B | ||
| Q2 25 | $646.7M | $1.8B | ||
| Q1 25 | $646.1M | $1.8B | ||
| Q4 24 | $604.7M | $1.7B | ||
| Q3 24 | $601.5M | $1.7B | ||
| Q2 24 | $598.7M | $1.7B | ||
| Q1 24 | $571.7M | $1.4B |
| Q4 25 | 0.00× | 0.73× | ||
| Q3 25 | 0.00× | 0.60× | ||
| Q2 25 | 0.00× | 0.57× | ||
| Q1 25 | 0.00× | 0.57× | ||
| Q4 24 | 0.00× | 0.46× | ||
| Q3 24 | 0.00× | 0.37× | ||
| Q2 24 | 0.00× | 0.32× | ||
| Q1 24 | 0.01× | 0.34× |
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 | $28.8M |
| Free Cash FlowOCF − Capex | $9.8M | $-78.6M |
| FCF MarginFCF / Revenue | 10.8% | -85.8% |
| Capex IntensityCapex / Revenue | 1.7% | 117.2% |
| Cash ConversionOCF / Net Profit | 2.11× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-29.1M | $-257.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.4M | $28.8M | ||
| Q3 25 | $-8.9M | $30.7M | ||
| Q2 25 | $19.8M | $20.9M | ||
| Q1 25 | $-45.2M | $20.5M | ||
| Q4 24 | $37.5M | $20.6M | ||
| Q3 24 | $10.4M | $24.3M | ||
| Q2 24 | $-15.3M | $2.5M | ||
| Q1 24 | $-21.5M | $15.2M |
| Q4 25 | $9.8M | $-78.6M | ||
| Q3 25 | $-9.8M | $-51.4M | ||
| Q2 25 | $18.6M | $-65.3M | ||
| Q1 25 | $-47.6M | $-62.7M | ||
| Q4 24 | $32.3M | $-72.0M | ||
| Q3 24 | $8.9M | $-51.3M | ||
| Q2 24 | $-18.9M | $-78.3M | ||
| Q1 24 | $-25.0M | $-54.9M |
| Q4 25 | 10.8% | -85.8% | ||
| Q3 25 | -13.8% | -57.2% | ||
| Q2 25 | 17.3% | -73.7% | ||
| Q1 25 | -72.4% | -71.3% | ||
| Q4 24 | 34.0% | -84.3% | ||
| Q3 24 | 10.7% | -58.5% | ||
| Q2 24 | -24.6% | -91.3% | ||
| Q1 24 | -27.7% | -79.3% |
| Q4 25 | 1.7% | 117.2% | ||
| Q3 25 | 1.3% | 91.4% | ||
| Q2 25 | 1.1% | 97.3% | ||
| Q1 25 | 3.7% | 94.7% | ||
| Q4 24 | 5.6% | 108.4% | ||
| Q3 24 | 1.9% | 86.2% | ||
| Q2 24 | 4.7% | 94.2% | ||
| Q1 24 | 3.9% | 101.2% |
| Q4 25 | 2.11× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.31× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 13.89× | — | ||
| Q3 24 | 20.52× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | -3.42× | 0.07× |
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% |
SHEN
| Residential And SMB Incumbent Broadband | $41.5M | 45% |
| Residential And SMB Glo Fiber Expansion Markets | $23.0M | 25% |
| Commercial Fiber | $20.3M | 22% |
| RLEC Other | $6.8M | 7% |
