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Side-by-side financial comparison of AerSale Corp (ASLE) and TWIN DISC INC (TWIN). Click either name above to swap in a different company.
AerSale Corp is the larger business by last-quarter revenue ($90.9M vs $90.2M, roughly 1.0× TWIN DISC INC). TWIN DISC INC runs the higher net margin — 24.8% vs 5.9%, a 18.9% gap on every dollar of revenue. On growth, TWIN DISC INC posted the faster year-over-year revenue change (0.3% vs -4.0%). AerSale Corp produced more free cash flow last quarter ($9.8M vs $1.2M). Over the past eight quarters, TWIN DISC INC's revenue compounded faster (10.3% 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.
Twin Disc, Inc. designs, manufactures, and distributes power transmission equipment for a wide range of applications, including marine, off-road vehicle, and industrial. The company was founded in 1918 to manufacture clutches for farm tractors. It is now a worldwide company with subsidiaries or sales offices in Asia, Europe, North America, Oceania, and South America.
ASLE vs TWIN — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $90.9M | $90.2M |
| Net Profit | $5.4M | $22.4M |
| Gross Margin | 34.1% | 24.8% |
| Operating Margin | 7.8% | 2.3% |
| Net Margin | 5.9% | 24.8% |
| Revenue YoY | -4.0% | 0.3% |
| Net Profit YoY | 99.7% | 2334.3% |
| EPS (diluted) | $0.10 | $1.55 |
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 | $90.2M | ||
| Q3 25 | $71.2M | $80.0M | ||
| Q2 25 | $107.4M | $96.7M | ||
| Q1 25 | $65.8M | $81.2M | ||
| Q4 24 | $94.7M | $89.9M | ||
| Q3 24 | $82.7M | $72.9M | ||
| Q2 24 | $77.1M | $84.4M | ||
| Q1 24 | $90.5M | $74.2M |
| Q4 25 | $5.4M | $22.4M | ||
| Q3 25 | $-120.0K | $-518.0K | ||
| Q2 25 | $8.6M | $1.4M | ||
| Q1 25 | $-5.3M | $-1.5M | ||
| Q4 24 | $2.7M | $919.0K | ||
| Q3 24 | $509.0K | $-2.8M | ||
| Q2 24 | $-3.6M | $7.4M | ||
| Q1 24 | $6.3M | $3.8M |
| Q4 25 | 34.1% | 24.8% | ||
| Q3 25 | 30.2% | 28.7% | ||
| Q2 25 | 32.9% | 31.0% | ||
| Q1 25 | 27.3% | 26.7% | ||
| Q4 24 | 31.4% | 24.1% | ||
| Q3 24 | 28.6% | 26.5% | ||
| Q2 24 | 28.2% | 29.7% | ||
| Q1 24 | 31.8% | 28.2% |
| Q4 25 | 7.8% | 2.3% | ||
| Q3 25 | 4.0% | 2.8% | ||
| Q2 25 | 11.7% | 5.5% | ||
| Q1 25 | -10.1% | 2.4% | ||
| Q4 24 | 5.2% | 3.1% | ||
| Q3 24 | 2.4% | -0.2% | ||
| Q2 24 | -2.4% | 5.6% | ||
| Q1 24 | 5.2% | 4.9% |
| Q4 25 | 5.9% | 24.8% | ||
| Q3 25 | -0.2% | -0.6% | ||
| Q2 25 | 8.0% | 1.5% | ||
| Q1 25 | -8.0% | -1.8% | ||
| Q4 24 | 2.9% | 1.0% | ||
| Q3 24 | 0.6% | -3.8% | ||
| Q2 24 | -4.7% | 8.8% | ||
| Q1 24 | 6.9% | 5.2% |
| Q4 25 | $0.10 | $1.55 | ||
| Q3 25 | $0.00 | $-0.04 | ||
| Q2 25 | $0.18 | $0.10 | ||
| Q1 25 | $-0.10 | $-0.11 | ||
| Q4 24 | $0.05 | $0.07 | ||
| Q3 24 | $0.01 | $-0.20 | ||
| Q2 24 | $-0.07 | $0.54 | ||
| Q1 24 | $0.12 | $0.27 |
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 | — |
| Total DebtLower is stronger | $1.3M | $44.5M |
| Stockholders' EquityBook value | $424.4M | $184.5M |
| Total Assets | $640.5M | $384.0M |
| Debt / EquityLower = less leverage | 0.00× | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.4M | — | ||
| Q3 25 | $5.3M | — | ||
| Q2 25 | $5.7M | — | ||
| Q1 25 | $4.7M | — | ||
| Q4 24 | $4.7M | — | ||
| Q3 24 | $9.8M | — | ||
| Q2 24 | $4.3M | — | ||
| Q1 24 | $2.6M | — |
| Q4 25 | $1.3M | $44.5M | ||
| Q3 25 | $1.5M | $43.7M | ||
| Q2 25 | $907.0K | $31.4M | ||
| Q1 25 | $1.1M | $40.8M | ||
| Q4 24 | $1.2M | $24.9M | ||
| Q3 24 | $376.0K | $29.8M | ||
| Q2 24 | $522.0K | $25.8M | ||
| Q1 24 | $3.5M | $17.0M |
| Q4 25 | $424.4M | $184.5M | ||
| Q3 25 | $417.1M | $160.3M | ||
| Q2 25 | $415.9M | $164.0M | ||
| Q1 25 | $406.5M | $149.5M | ||
| Q4 24 | $455.6M | $147.0M | ||
| Q3 24 | $451.5M | $157.5M | ||
| Q2 24 | $449.8M | $154.7M | ||
| Q1 24 | $452.0M | $146.3M |
| Q4 25 | $640.5M | $384.0M | ||
| Q3 25 | $646.3M | $363.5M | ||
| Q2 25 | $646.7M | $355.6M | ||
| Q1 25 | $646.1M | $332.9M | ||
| Q4 24 | $604.7M | $307.4M | ||
| Q3 24 | $601.5M | $323.5M | ||
| Q2 24 | $598.7M | $312.1M | ||
| Q1 24 | $571.7M | $288.8M |
| Q4 25 | 0.00× | 0.24× | ||
| Q3 25 | 0.00× | 0.27× | ||
| Q2 25 | 0.00× | 0.19× | ||
| Q1 25 | 0.00× | 0.27× | ||
| Q4 24 | 0.00× | 0.17× | ||
| Q3 24 | 0.00× | 0.19× | ||
| Q2 24 | 0.00× | 0.17× | ||
| Q1 24 | 0.01× | 0.12× |
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 | $4.6M |
| Free Cash FlowOCF − Capex | $9.8M | $1.2M |
| FCF MarginFCF / Revenue | 10.8% | 1.4% |
| Capex IntensityCapex / Revenue | 1.7% | 3.7% |
| Cash ConversionOCF / Net Profit | 2.11× | 0.20× |
| TTM Free Cash FlowTrailing 4 quarters | $-29.1M | $-70.0K |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.4M | $4.6M | ||
| Q3 25 | $-8.9M | $-7.5M | ||
| Q2 25 | $19.8M | $16.4M | ||
| Q1 25 | $-45.2M | $3.2M | ||
| Q4 24 | $37.5M | $8.7M | ||
| Q3 24 | $10.4M | $-4.3M | ||
| Q2 24 | $-15.3M | $11.4M | ||
| Q1 24 | $-21.5M | $6.2M |
| Q4 25 | $9.8M | $1.2M | ||
| Q3 25 | $-9.8M | $-11.0M | ||
| Q2 25 | $18.6M | $8.7M | ||
| Q1 25 | $-47.6M | $906.0K | ||
| Q4 24 | $32.3M | $5.9M | ||
| Q3 24 | $8.9M | $-6.7M | ||
| Q2 24 | $-18.9M | $10.3M | ||
| Q1 24 | $-25.0M | $4.0M |
| Q4 25 | 10.8% | 1.4% | ||
| Q3 25 | -13.8% | -13.7% | ||
| Q2 25 | 17.3% | 9.0% | ||
| Q1 25 | -72.4% | 1.1% | ||
| Q4 24 | 34.0% | 6.5% | ||
| Q3 24 | 10.7% | -9.2% | ||
| Q2 24 | -24.6% | 12.2% | ||
| Q1 24 | -27.7% | 5.5% |
| Q4 25 | 1.7% | 3.7% | ||
| Q3 25 | 1.3% | 4.3% | ||
| Q2 25 | 1.1% | 8.0% | ||
| Q1 25 | 3.7% | 2.8% | ||
| Q4 24 | 5.6% | 3.1% | ||
| Q3 24 | 1.9% | 3.2% | ||
| Q2 24 | 4.7% | 1.3% | ||
| Q1 24 | 3.9% | 2.9% |
| Q4 25 | 2.11× | 0.20× | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.31× | 11.55× | ||
| Q1 25 | — | — | ||
| Q4 24 | 13.89× | 9.42× | ||
| Q3 24 | 20.52× | — | ||
| Q2 24 | — | 1.54× | ||
| Q1 24 | -3.42× | 1.63× |
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% |
TWIN
Segment breakdown not available.
