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Side-by-side financial comparison of AerSale Corp (ASLE) and Velocity Financial, Inc. (VEL). Click either name above to swap in a different company.
AerSale Corp is the larger business by last-quarter revenue ($90.9M vs $51.6M, roughly 1.8× Velocity Financial, Inc.). Velocity Financial, Inc. runs the higher net margin — 67.3% vs 5.9%, a 61.4% gap on every dollar of revenue. On growth, Velocity Financial, Inc. posted the faster year-over-year revenue change (32.8% vs -4.0%). Velocity Financial, Inc. produced more free cash flow last quarter ($17.9M vs $9.8M). Over the past eight quarters, Velocity Financial, Inc.'s revenue compounded faster (32.3% 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.
Velocity Financial, Inc. is a U.S.-headquartered real estate finance company that offers specialized mortgage loan solutions primarily for residential investment properties. It partners with independent mortgage brokers nationwide, providing real estate investors with short-term bridge loans and long-term rental property financing options tailored to their operational needs.
ASLE vs VEL — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $90.9M | $51.6M |
| Net Profit | $5.4M | $34.8M |
| Gross Margin | 34.1% | — |
| Operating Margin | 7.8% | 97.0% |
| Net Margin | 5.9% | 67.3% |
| Revenue YoY | -4.0% | 32.8% |
| Net Profit YoY | 99.7% | 67.0% |
| EPS (diluted) | $0.10 | $0.90 |
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 | $51.6M | ||
| Q3 25 | $71.2M | $49.1M | ||
| Q2 25 | $107.4M | $47.6M | ||
| Q1 25 | $65.8M | $37.5M | ||
| Q4 24 | $94.7M | $38.9M | ||
| Q3 24 | $82.7M | $35.1M | ||
| Q2 24 | $77.1M | $32.4M | ||
| Q1 24 | $90.5M | $29.5M |
| Q4 25 | $5.4M | $34.8M | ||
| Q3 25 | $-120.0K | $25.4M | ||
| Q2 25 | $8.6M | $26.0M | ||
| Q1 25 | $-5.3M | $18.9M | ||
| Q4 24 | $2.7M | $20.8M | ||
| Q3 24 | $509.0K | $15.8M | ||
| Q2 24 | $-3.6M | $14.8M | ||
| Q1 24 | $6.3M | $17.3M |
| 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% | 97.0% | ||
| Q3 25 | 4.0% | 72.1% | ||
| Q2 25 | 11.7% | 71.3% | ||
| Q1 25 | -10.1% | 71.7% | ||
| Q4 24 | 5.2% | 82.5% | ||
| Q3 24 | 2.4% | 60.6% | ||
| Q2 24 | -2.4% | 61.3% | ||
| Q1 24 | 5.2% | 78.8% |
| Q4 25 | 5.9% | 67.3% | ||
| Q3 25 | -0.2% | 51.7% | ||
| Q2 25 | 8.0% | 54.6% | ||
| Q1 25 | -8.0% | 50.4% | ||
| Q4 24 | 2.9% | 53.5% | ||
| Q3 24 | 0.6% | 45.1% | ||
| Q2 24 | -4.7% | 45.6% | ||
| Q1 24 | 6.9% | 58.5% |
| Q4 25 | $0.10 | $0.90 | ||
| Q3 25 | $0.00 | $0.65 | ||
| Q2 25 | $0.18 | $0.69 | ||
| Q1 25 | $-0.10 | $0.51 | ||
| Q4 24 | $0.05 | $0.56 | ||
| Q3 24 | $0.01 | $0.44 | ||
| Q2 24 | $-0.07 | $0.42 | ||
| Q1 24 | $0.12 | $0.49 |
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 | $92.1M |
| Total DebtLower is stronger | $1.3M | — |
| Stockholders' EquityBook value | $424.4M | $672.5M |
| Total Assets | $640.5M | $7.4B |
| Debt / EquityLower = less leverage | 0.00× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.4M | $92.1M | ||
| Q3 25 | $5.3M | $99.0M | ||
| Q2 25 | $5.7M | $79.6M | ||
| Q1 25 | $4.7M | $51.7M | ||
| Q4 24 | $4.7M | $49.9M | ||
| Q3 24 | $9.8M | $44.1M | ||
| Q2 24 | $4.3M | $47.4M | ||
| Q1 24 | $2.6M | $34.8M |
| 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 | $672.5M | ||
| Q3 25 | $417.1M | $634.3M | ||
| Q2 25 | $415.9M | $597.9M | ||
| Q1 25 | $406.5M | $563.2M | ||
| Q4 24 | $455.6M | $516.9M | ||
| Q3 24 | $451.5M | $484.6M | ||
| Q2 24 | $449.8M | $471.3M | ||
| Q1 24 | $452.0M | $452.9M |
| Q4 25 | $640.5M | $7.4B | ||
| Q3 25 | $646.3M | $7.0B | ||
| Q2 25 | $646.7M | $6.5B | ||
| Q1 25 | $646.1M | $6.0B | ||
| Q4 24 | $604.7M | $5.5B | ||
| Q3 24 | $601.5M | $5.2B | ||
| Q2 24 | $598.7M | $4.9B | ||
| Q1 24 | $571.7M | $4.6B |
| 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 | $18.2M |
| Free Cash FlowOCF − Capex | $9.8M | $17.9M |
| FCF MarginFCF / Revenue | 10.8% | 34.6% |
| Capex IntensityCapex / Revenue | 1.7% | 0.5% |
| Cash ConversionOCF / Net Profit | 2.11× | 0.52× |
| TTM Free Cash FlowTrailing 4 quarters | $-29.1M | $40.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.4M | $18.2M | ||
| Q3 25 | $-8.9M | $11.5M | ||
| Q2 25 | $19.8M | $7.7M | ||
| Q1 25 | $-45.2M | $3.5M | ||
| Q4 24 | $37.5M | $37.8M | ||
| Q3 24 | $10.4M | $-17.6M | ||
| Q2 24 | $-15.3M | $11.5M | ||
| Q1 24 | $-21.5M | $10.6M |
| Q4 25 | $9.8M | $17.9M | ||
| Q3 25 | $-9.8M | $11.4M | ||
| Q2 25 | $18.6M | $7.6M | ||
| Q1 25 | $-47.6M | $3.5M | ||
| Q4 24 | $32.3M | $37.5M | ||
| Q3 24 | $8.9M | $-17.6M | ||
| Q2 24 | $-18.9M | $11.4M | ||
| Q1 24 | $-25.0M | $10.5M |
| Q4 25 | 10.8% | 34.6% | ||
| Q3 25 | -13.8% | 23.2% | ||
| Q2 25 | 17.3% | 15.9% | ||
| Q1 25 | -72.4% | 9.2% | ||
| Q4 24 | 34.0% | 96.4% | ||
| Q3 24 | 10.7% | -50.3% | ||
| Q2 24 | -24.6% | 35.1% | ||
| Q1 24 | -27.7% | 35.8% |
| Q4 25 | 1.7% | 0.5% | ||
| Q3 25 | 1.3% | 0.1% | ||
| Q2 25 | 1.1% | 0.2% | ||
| Q1 25 | 3.7% | 0.2% | ||
| Q4 24 | 5.6% | 0.7% | ||
| Q3 24 | 1.9% | 0.2% | ||
| Q2 24 | 4.7% | 0.3% | ||
| Q1 24 | 3.9% | 0.1% |
| Q4 25 | 2.11× | 0.52× | ||
| Q3 25 | — | 0.45× | ||
| Q2 25 | 2.31× | 0.29× | ||
| Q1 25 | — | 0.19× | ||
| Q4 24 | 13.89× | 1.81× | ||
| Q3 24 | 20.52× | -1.11× | ||
| Q2 24 | — | 0.78× | ||
| Q1 24 | -3.42× | 0.61× |
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% |
VEL
| Related Party | $19.3M | 37% |
| Nonrelated Party | $16.9M | 33% |
| Other | $15.4M | 30% |
