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Applied Industrial Technologies vs AerSale: revenue, profit, margins and growth compared

Applied Industrial Technologies brought in $5B of revenue in fiscal 2026, AerSale $335.3M in fiscal 2025. Revenue changed by +8.8% at Applied Industrial Technologies and -2.8% at AerSale on the year before, so Applied Industrial Technologies grew faster. Applied Industrial Technologies kept 8.3% of its revenue as net profit, AerSale 2.6%. Free cash flow was $460.5M at Applied Industrial Technologies and -$29.1M at AerSale.

Side by side, latest fiscal year

AITASLE
Fiscal year endedFY2026 (June 30, 2026)FY2025 (December 31, 2025)
Revenue$5B$335.3M
Revenue growth+8.8%-2.8%
Net income$414.5M$8.6M
Net margin8.3%2.6%
Free cash flow$460.5M-$29.1M
Free cash flow margin9.3%-8.7%
Earnings per share (diluted)$10.95$0.18
Cash$127.1M$4.4M
Debt$262.3M$1.3M
Price to earnings30.430.0
Market value$12.2B$257.7M
Dividend yield0.60%n/a
Rank by revenue in sector#203 of 778 · Consumer discretionary#606 of 778 · Consumer discretionary

Over the years

Revenue
AIT FY2019: $3.5BAIT FY2020: $3.2BAIT FY2021: $3.2BAIT FY2022: $3.8BAIT FY2023: $4.4BAIT FY2024: $4.5BAIT FY2025: $4.6BAIT FY2026: $5BASLE FY2019: $290.7MASLE FY2019: $304.2MASLE FY2020: $208.9MASLE FY2021: $340.4MASLE FY2022: $408.5MASLE FY2023: $334.5MASLE FY2024: $345.1MASLE FY2025: $335.3MFY19FY20FY21FY22FY23FY24FY25FY26
AIT $5BASLE $335.3M
Net income
AIT FY2019: $144MAIT FY2020: $24MAIT FY2021: $144.8MAIT FY2022: $257.4MAIT FY2023: $346.7MAIT FY2024: $385.8MAIT FY2025: $393MAIT FY2026: $414.5MASLE FY2019: $8.9MASLE FY2019: $15.5MASLE FY2020: $8.1MASLE FY2021: $36.1MASLE FY2022: $43.9MASLE FY2023: -$5.6MASLE FY2024: $5.9MASLE FY2025: $8.6MFY19FY20FY21FY22FY23FY24FY25FY26
AIT $414.5MASLE $8.6M
Net margin
AIT FY2019: 4.1%AIT FY2020: 0.7%AIT FY2021: 4.5%AIT FY2022: 6.8%AIT FY2023: 7.9%AIT FY2024: 8.6%AIT FY2025: 8.6%AIT FY2026: 8.3%ASLE FY2019: 3.0%ASLE FY2019: 5.1%ASLE FY2020: 3.9%ASLE FY2021: 10.6%ASLE FY2022: 10.7%ASLE FY2023: -1.7%ASLE FY2024: 1.7%ASLE FY2025: 2.6%FY19FY20FY21FY22FY23FY24FY25FY26
AIT 8.3%ASLE 2.6%
Revenue growth
AIT FY2020: -6.5%AIT FY2021: -0.3%AIT FY2022: +17.8%AIT FY2023: +15.8%AIT FY2024: +1.5%AIT FY2025: +1.9%AIT FY2026: +8.8%ASLE FY2019: +4.6%ASLE FY2020: -31.3%ASLE FY2021: +62.9%ASLE FY2022: +20.0%ASLE FY2023: -18.1%ASLE FY2024: +3.2%ASLE FY2025: -2.8%FY19FY20FY21FY22FY23FY24FY25FY26
AIT +8.8%ASLE -2.8%
Free cash flow
AIT FY2019: $161.6MAIT FY2020: $276.6MAIT FY2021: $225.8MAIT FY2022: $169.4MAIT FY2023: $317.5MAIT FY2024: $346.5MAIT FY2025: $465.2MAIT FY2026: $460.5MASLE FY2019: $43.8MASLE FY2020: -$14.4MASLE FY2021: $77.6MASLE FY2022: -$8.6MASLE FY2023: -$185.5MASLE FY2024: -$2.9MASLE FY2025: -$29.1MFY19FY20FY21FY22FY23FY24FY25FY26
AIT $460.5MASLE -$29.1M

Fiscal years as each company reports them; the two may end in different months.

Questions about Applied Industrial Technologies and AerSale

Which is bigger by revenue, Applied Industrial Technologies or AerSale?

Applied Industrial Technologies is bigger by revenue: $5B in fiscal 2026, against $335.3M for AerSale in fiscal 2025.

Which keeps more of its revenue as profit, Applied Industrial Technologies or AerSale?

Applied Industrial Technologies had a net margin of 8.3% in fiscal 2026; AerSale had 2.6% in fiscal 2025.

Which grew revenue faster, Applied Industrial Technologies or AerSale?

In their latest fiscal years revenue changed by +8.8% at Applied Industrial Technologies and -2.8% at AerSale.

Where do these numbers come from?

From the annual reports each company files with the SEC (10-K, or 20-F and 40-F for foreign companies), read from their XBRL data. Margins and growth are simple arithmetic on those figures. Nothing here is a recommendation.

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