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Side-by-side financial comparison of AerSale Corp (ASLE) and CVR PARTNERS, LP (UAN). Click either name above to swap in a different company.
CVR PARTNERS, LP is the larger business by last-quarter revenue ($180.0M vs $90.9M, roughly 2.0× AerSale Corp). CVR PARTNERS, LP runs the higher net margin — 27.7% vs 5.9%, a 21.8% gap on every dollar of revenue. On growth, CVR PARTNERS, LP posted the faster year-over-year revenue change (26.0% vs -4.0%). Over the past eight quarters, CVR PARTNERS, LP's revenue compounded faster (16.4% 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.
CVR Partners, LP is a leading North American producer of nitrogen-based fertilizer products, primarily urea ammonium nitrate (UAN) and ammonia. It serves agricultural, industrial and commercial markets across the U.S. and Canada, delivering cost-effective, high-quality nutrient solutions for crop production and diverse industrial use cases.
ASLE vs UAN — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $90.9M | $180.0M |
| Net Profit | $5.4M | $49.9M |
| Gross Margin | 34.1% | 37.5% |
| Operating Margin | 7.8% | 32.0% |
| Net Margin | 5.9% | 27.7% |
| Revenue YoY | -4.0% | 26.0% |
| Net Profit YoY | 99.7% | 84.3% |
| EPS (diluted) | $0.10 | — |
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.
| Q1 26 | — | $180.0M | ||
| Q4 25 | $90.9M | $131.1M | ||
| Q3 25 | $71.2M | $163.5M | ||
| Q2 25 | $107.4M | $168.6M | ||
| Q1 25 | $65.8M | $142.9M | ||
| Q4 24 | $94.7M | $139.6M | ||
| Q3 24 | $82.7M | $125.2M | ||
| Q2 24 | $77.1M | $132.9M |
| Q1 26 | — | $49.9M | ||
| Q4 25 | $5.4M | $-10.3M | ||
| Q3 25 | $-120.0K | $43.1M | ||
| Q2 25 | $8.6M | $38.8M | ||
| Q1 25 | $-5.3M | $27.1M | ||
| Q4 24 | $2.7M | $18.3M | ||
| Q3 24 | $509.0K | $3.8M | ||
| Q2 24 | $-3.6M | $26.2M |
| Q1 26 | — | 37.5% | ||
| Q4 25 | 34.1% | 4.4% | ||
| Q3 25 | 30.2% | 37.0% | ||
| Q2 25 | 32.9% | 32.4% | ||
| Q1 25 | 27.3% | 29.7% | ||
| Q4 24 | 31.4% | 23.8% | ||
| Q3 24 | 28.6% | 14.7% | ||
| Q2 24 | 28.2% | 30.0% |
| Q1 26 | — | 32.0% | ||
| Q4 25 | 7.8% | -2.2% | ||
| Q3 25 | 4.0% | 31.0% | ||
| Q2 25 | 11.7% | 27.5% | ||
| Q1 25 | -10.1% | 24.2% | ||
| Q4 24 | 5.2% | 18.4% | ||
| Q3 24 | 2.4% | 8.8% | ||
| Q2 24 | -2.4% | 25.3% |
| Q1 26 | — | 27.7% | ||
| Q4 25 | 5.9% | -7.8% | ||
| Q3 25 | -0.2% | 26.3% | ||
| Q2 25 | 8.0% | 23.0% | ||
| Q1 25 | -8.0% | 19.0% | ||
| Q4 24 | 2.9% | 13.1% | ||
| Q3 24 | 0.6% | 3.0% | ||
| Q2 24 | -4.7% | 19.7% |
| Q1 26 | — | — | ||
| Q4 25 | $0.10 | $-0.98 | ||
| Q3 25 | $0.00 | $4.08 | ||
| Q2 25 | $0.18 | $3.67 | ||
| Q1 25 | $-0.10 | $2.56 | ||
| Q4 24 | $0.05 | $1.73 | ||
| Q3 24 | $0.01 | $0.36 | ||
| Q2 24 | $-0.07 | $2.48 |
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 | $128.1M |
| Total DebtLower is stronger | $1.3M | — |
| Stockholders' EquityBook value | $424.4M | — |
| Total Assets | $640.5M | $1.0B |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $128.1M | ||
| Q4 25 | $4.4M | $69.2M | ||
| Q3 25 | $5.3M | $156.2M | ||
| Q2 25 | $5.7M | $114.4M | ||
| Q1 25 | $4.7M | $121.8M | ||
| Q4 24 | $4.7M | $90.9M | ||
| Q3 24 | $9.8M | $110.5M | ||
| Q2 24 | $4.3M | $47.5M |
| Q1 26 | — | — | ||
| Q4 25 | $1.3M | $569.1M | ||
| Q3 25 | $1.5M | $569.1M | ||
| Q2 25 | $907.0K | $569.2M | ||
| Q1 25 | $1.1M | $569.3M | ||
| Q4 24 | $1.2M | $568.0M | ||
| Q3 24 | $376.0K | $547.7M | ||
| Q2 24 | $522.0K | $547.6M |
| Q1 26 | — | — | ||
| Q4 25 | $424.4M | — | ||
| Q3 25 | $417.1M | — | ||
| Q2 25 | $415.9M | — | ||
| Q1 25 | $406.5M | — | ||
| Q4 24 | $455.6M | — | ||
| Q3 24 | $451.5M | — | ||
| Q2 24 | $449.8M | — |
| Q1 26 | — | $1.0B | ||
| Q4 25 | $640.5M | $969.5M | ||
| Q3 25 | $646.3M | $1.0B | ||
| Q2 25 | $646.7M | $998.0M | ||
| Q1 25 | $646.1M | $1.0B | ||
| Q4 24 | $604.7M | $1.0B | ||
| Q3 24 | $601.5M | $986.6M | ||
| Q2 24 | $598.7M | $959.4M |
| Q1 26 | — | — | ||
| 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× | — |
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 | — |
| Free Cash FlowOCF − Capex | $9.8M | — |
| FCF MarginFCF / Revenue | 10.8% | — |
| Capex IntensityCapex / Revenue | 1.7% | 7.6% |
| Cash ConversionOCF / Net Profit | 2.11× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-29.1M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $11.4M | $-21.6M | ||
| Q3 25 | $-8.9M | $91.7M | ||
| Q2 25 | $19.8M | $24.1M | ||
| Q1 25 | $-45.2M | $55.4M | ||
| Q4 24 | $37.5M | $12.8M | ||
| Q3 24 | $10.4M | $86.7M | ||
| Q2 24 | $-15.3M | $8.6M |
| Q1 26 | — | — | ||
| Q4 25 | $9.8M | $-45.2M | ||
| Q3 25 | $-9.8M | $80.1M | ||
| Q2 25 | $18.6M | $18.4M | ||
| Q1 25 | $-47.6M | $45.5M | ||
| Q4 24 | $32.3M | $-5.6M | ||
| Q3 24 | $8.9M | $82.3M | ||
| Q2 24 | $-18.9M | $2.4M |
| Q1 26 | — | — | ||
| Q4 25 | 10.8% | -34.5% | ||
| Q3 25 | -13.8% | 49.0% | ||
| Q2 25 | 17.3% | 10.9% | ||
| Q1 25 | -72.4% | 31.9% | ||
| Q4 24 | 34.0% | -4.0% | ||
| Q3 24 | 10.7% | 65.7% | ||
| Q2 24 | -24.6% | 1.8% |
| Q1 26 | — | 7.6% | ||
| Q4 25 | 1.7% | 18.0% | ||
| Q3 25 | 1.3% | 7.1% | ||
| Q2 25 | 1.1% | 3.4% | ||
| Q1 25 | 3.7% | 6.9% | ||
| Q4 24 | 5.6% | 13.1% | ||
| Q3 24 | 1.9% | 3.6% | ||
| Q2 24 | 4.7% | 4.6% |
| Q1 26 | — | — | ||
| Q4 25 | 2.11× | — | ||
| Q3 25 | — | 2.13× | ||
| Q2 25 | 2.31× | 0.62× | ||
| Q1 25 | — | 2.04× | ||
| Q4 24 | 13.89× | 0.70× | ||
| Q3 24 | 20.52× | 22.78× | ||
| Q2 24 | — | 0.33× |
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% |
UAN
| Fertilizer sales | $166.1M | 92% |
| Other | $14.0M | 8% |
