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Side-by-side financial comparison of ASSURED GUARANTY LTD (AGO) and AIR LEASE CORP (AL), based on the latest 10-Q / 10-K filings. Click either name above to swap in a different company.
Over the past eight quarters, AIR LEASE CORP's revenue compounded faster (69.6% CAGR vs -100.0%).
Assured Guaranty旗下的Assured Investment Management（AIM）是一家主打信贷策略的机构资产管理公司，2023年7月停止运营时管理资产规模约152亿美元，曾被二级投资者评为全球最知名的对冲基金之一。
航空租赁公司（ALC）是2010年成立的美国飞机租赁企业，由史蒂文·F·乌德瓦-哈齐执掌运营。公司直接向波音、空客、巴航工业、ATR采购全新商用飞机，为全球各地航空公司客户提供专业的飞机租赁及融资服务。
AGO vs AL — Head-to-Head
Income Statement — Q4 2024 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $0 | $140.8M |
| Net Profit | $18.0M | $180.9M |
| Gross Margin | — | — |
| Operating Margin | — | — |
| Net Margin | — | 128.5% |
| Revenue YoY | — | 90.4% |
| Net Profit YoY | -95.2% | 60.2% |
| EPS (diluted) | $0.40 | $1.49 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align — see 8-quarter trend below.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history — bar widths are scaled to the larger of the two companies so you can eyeball the size gap and growth trajectory without doing math. Quarters aligned by calendar period (report date) so offset fiscal years line up.
| Q4 25 | — | $140.8M | ||
| Q3 25 | — | $44.5M | ||
| Q2 25 | — | $53.0M | ||
| Q1 25 | — | $92.9M | ||
| Q4 24 | $0 | $74.0M | ||
| Q3 24 | $0 | $65.0M | ||
| Q2 24 | $0 | $57.8M | ||
| Q1 24 | $0 | $49.0M |
| Q4 25 | — | $180.9M | ||
| Q3 25 | — | $146.5M | ||
| Q2 25 | — | $385.2M | ||
| Q1 25 | — | $375.8M | ||
| Q4 24 | $18.0M | $112.9M | ||
| Q3 24 | $171.0M | $104.0M | ||
| Q2 24 | $78.0M | $102.9M | ||
| Q1 24 | $109.0M | $107.9M |
| Q4 25 | — | 128.5% | ||
| Q3 25 | — | 329.2% | ||
| Q2 25 | — | 726.9% | ||
| Q1 25 | — | 404.5% | ||
| Q4 24 | — | 152.7% | ||
| Q3 24 | — | 160.0% | ||
| Q2 24 | — | 178.2% | ||
| Q1 24 | — | 220.2% |
| Q4 25 | — | $1.49 | ||
| Q3 25 | — | $1.21 | ||
| Q2 25 | — | $3.33 | ||
| Q1 25 | — | $3.26 | ||
| Q4 24 | $0.40 | $0.83 | ||
| Q3 24 | $3.17 | $0.82 | ||
| Q2 24 | $1.41 | $0.81 | ||
| Q1 24 | $1.89 | $0.87 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest filing — the kind of financial-strength check premium terminals charge for.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.2B | $466.4M |
| Total DebtLower is stronger | $1.7B | $19.7B |
| Stockholders' EquityBook value | $5.5B | $8.5B |
| Total Assets | $11.9B | $32.9B |
| Debt / EquityLower = less leverage | 0.31× | 2.33× |
8-quarter trend — quarters aligned by calendar period so offset fiscal years match up.
| Q4 25 | — | $466.4M | ||
| Q3 25 | — | $452.2M | ||
| Q2 25 | — | $454.8M | ||
| Q1 25 | — | $456.6M | ||
| Q4 24 | $1.2B | $472.6M | ||
| Q3 24 | $1.5B | $460.8M | ||
| Q2 24 | $1.7B | $454.1M | ||
| Q1 24 | $1.6B | $554.4M |
| Q4 25 | — | $19.7B | ||
| Q3 25 | — | $20.2B | ||
| Q2 25 | — | $20.3B | ||
| Q1 25 | — | $19.9B | ||
| Q4 24 | $1.7B | $20.2B | ||
| Q3 24 | $1.7B | $20.2B | ||
| Q2 24 | $1.7B | $19.7B | ||
| Q1 24 | $1.7B | $19.5B |
| Q4 25 | — | $8.5B | ||
| Q3 25 | — | $8.3B | ||
| Q2 25 | — | $8.2B | ||
| Q1 25 | — | $7.9B | ||
| Q4 24 | $5.5B | $7.5B | ||
| Q3 24 | $5.7B | $7.7B | ||
| Q2 24 | $5.5B | $7.3B | ||
| Q1 24 | $5.6B | $7.2B |
| Q4 25 | — | $32.9B | ||
| Q3 25 | — | $33.4B | ||
| Q2 25 | — | $33.3B | ||
| Q1 25 | — | $32.4B | ||
| Q4 24 | $11.9B | $32.3B | ||
| Q3 24 | $12.3B | $32.2B | ||
| Q2 24 | $12.1B | $31.0B | ||
| Q1 24 | $12.2B | $30.9B |
| Q4 25 | — | 2.33× | ||
| Q3 25 | — | 2.42× | ||
| Q2 25 | — | 2.47× | ||
| Q1 25 | — | 2.53× | ||
| Q4 24 | 0.31× | 2.68× | ||
| Q3 24 | 0.30× | 2.63× | ||
| Q2 24 | 0.31× | 2.69× | ||
| Q1 24 | 0.30× | 2.69× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Net income can be massaged; cash flow is harder to fake.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $46.0M | $414.1M |
| Free Cash FlowOCF − Capex | — | $342.1M |
| FCF MarginFCF / Revenue | — | 242.9% |
| Capex IntensityCapex / Revenue; lower = less reinvestment burden | — | 51.1% |
| Cash ConversionOCF / Net Profit; >1× = earnings back up with cash | 2.56× | 2.29× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.5B |
8-quarter trend — quarters aligned by calendar period so offset fiscal years match up.
| Q4 25 | — | $414.1M | ||
| Q3 25 | — | $458.6M | ||
| Q2 25 | — | $473.6M | ||
| Q1 25 | — | $388.3M | ||
| Q4 24 | $46.0M | $430.0M | ||
| Q3 24 | $17.0M | $461.9M | ||
| Q2 24 | $58.0M | $413.8M | ||
| Q1 24 | $-74.0M | $371.3M |
| Q4 25 | — | $342.1M | ||
| Q3 25 | — | $412.3M | ||
| Q2 25 | — | $427.1M | ||
| Q1 25 | — | $315.5M | ||
| Q4 24 | — | $326.8M | ||
| Q3 24 | — | $369.8M | ||
| Q2 24 | — | $346.4M | ||
| Q1 24 | — | $246.8M |
| Q4 25 | — | 242.9% | ||
| Q3 25 | — | 926.6% | ||
| Q2 25 | — | 806.0% | ||
| Q1 25 | — | 339.5% | ||
| Q4 24 | — | 441.8% | ||
| Q3 24 | — | 569.1% | ||
| Q2 24 | — | 599.5% | ||
| Q1 24 | — | 503.8% |
| Q4 25 | — | 51.1% | ||
| Q3 25 | — | 104.1% | ||
| Q2 25 | — | 87.8% | ||
| Q1 25 | — | 78.4% | ||
| Q4 24 | — | 139.6% | ||
| Q3 24 | — | 141.7% | ||
| Q2 24 | — | 116.7% | ||
| Q1 24 | — | 254.3% |
| Q4 25 | — | 2.29× | ||
| Q3 25 | — | 3.13× | ||
| Q2 25 | — | 1.23× | ||
| Q1 25 | — | 1.03× | ||
| Q4 24 | 2.56× | 3.81× | ||
| Q3 24 | 0.10× | 4.44× | ||
| Q2 24 | 0.74× | 4.02× | ||
| Q1 24 | -0.68× | 3.44× |
Financial Flow Comparison
Sankey diagram of revenue → gross profit → operating profit → net profit for each company. Charts shown full-width and stacked so both segment hierarchies are readable side-by-side on desktop and mobile.
