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Aircastle vs EquipmentShare.com: revenue, profit, margins and growth compared

Aircastle brought in $975.1M of revenue in fiscal 2025, EquipmentShare.com $4.4B in fiscal 2025. Revenue changed by +18.8% at Aircastle and +16.3% at EquipmentShare.com on the year before, so Aircastle grew faster. Aircastle kept 19.9% of its revenue as net profit, EquipmentShare.com 0.9%.

Side by side, latest fiscal year

AYREQPT
Fiscal year endedFY2025 (February 28, 2026)FY2025 (December 31, 2025)
Revenue$975.1M$4.4B
Revenue growth+18.8%+16.3%
Net income$194M$40M
Net margin19.9%0.9%
Free cash flown/an/a
Free cash flow marginn/an/a
Earnings per share (diluted)n/a$0.01
Cash$179.9M$306M
Debt$5.3B$3.3B
Price to earningsn/a1735.0
Market valuen/a$4.4B
Dividend yieldn/an/a
Rank by revenue in sector#466 of 778 · Consumer discretionary#222 of 778 · Consumer discretionary

Over the years

Revenue
AYR FY2018: $890.4MAYR FY2019: $917.9MAYR FY2020: $832.3MAYR FY2021: $769.8MAYR FY2022: $796MAYR FY2023: $855.4MAYR FY2024: $821MAYR FY2025: $975.1MEQPT FY2023: $2.6BEQPT FY2025: $3.8BEQPT FY2025: $4.4BFY18FY19FY20FY21FY22FY23FY24FY25
AYR $975.1MEQPT $4.4B
Net income
AYR FY2018: $247.9MAYR FY2019: $156.6MAYR FY2020: -$333.2MAYR FY2021: -$278.2MAYR FY2022: $62.8MAYR FY2023: $83.3MAYR FY2024: $123.6MAYR FY2025: $194MEQPT FY2023: $17MEQPT FY2025: $3MEQPT FY2025: $40MFY18FY19FY20FY21FY22FY23FY24FY25
AYR $194MEQPT $40M
Net margin
AYR FY2018: 27.8%AYR FY2019: 17.1%AYR FY2020: -40.0%AYR FY2021: -36.1%AYR FY2022: 7.9%AYR FY2023: 9.7%AYR FY2024: 15.1%AYR FY2025: 19.9%EQPT FY2023: 0.7%EQPT FY2025: 0.1%EQPT FY2025: 0.9%FY18FY19FY20FY21FY22FY23FY24FY25
AYR 19.9%EQPT 0.9%
Revenue growth
AYR FY2019: +3.1%AYR FY2021: -7.5%AYR FY2022: +3.4%AYR FY2023: +7.5%AYR FY2024: -4.0%AYR FY2025: +18.8%EQPT FY2025: +47.2%EQPT FY2025: +16.3%FY19FY21FY22FY23FY24FY25
AYR +18.8%EQPT +16.3%

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

Questions about Aircastle and EquipmentShare.com

Which is bigger by revenue, Aircastle or EquipmentShare.com?

EquipmentShare.com is bigger by revenue: $4.4B in fiscal 2025, against $975.1M for Aircastle in fiscal 2025.

Which keeps more of its revenue as profit, Aircastle or EquipmentShare.com?

Aircastle had a net margin of 19.9% in fiscal 2025; EquipmentShare.com had 0.9% in fiscal 2025.

Which grew revenue faster, Aircastle or EquipmentShare.com?

In their latest fiscal years revenue changed by +18.8% at Aircastle and +16.3% at EquipmentShare.com.

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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