AerSale Corporation (ASLE)
NASDAQ (CM) NASDAQ (CM) Primary Summary
AerSale: MRO Growth Must Overcome Poor Execution
AerSale remains a high-risk buy with a revised price target of $8.33–$9.36, reflecting discounted upside due to poor execution. Q2 results showed sharply lower revenue and EBITDA, driven by absent flight equipment sales and underutilized MRO capacity, highlighting execution and timing risks. ASLE pivots to recurring lease and MRO revenue, but margin improvement and cash conversion from its asset base are essential for future upside.
AerSale Corporation (ASLE) Q2 2026 Earnings Call Transcript
AerSale Corporation (ASLE) Q2 2026 Earnings Call Transcript
AerSale Q2 Earnings Call Highlights
AerSale NASDAQ: ASLE reported second-quarter revenue and adjusted EBITDA that declined from a year earlier, primarily because the company did not record any flight equipment sales during the period. Management said it expects a stronger second half as it monetizes inventory, expands leasing activity and increases utilization at its maintenance facilities.
AerSale Corporation Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Curtis Ellergodt Rothschild Investment LLC | 152 | $987.38 | $831.44 | -$155.94 | -15.79% |
| PHO Paul H. O'Leary Raffles Associates LP | 460,000 | $2.93M | $2.7M | -$226,350 | -7.73% |
 Private Capital Private Capital Management | 2.1M | $24.7M | $12.3M | -$12.4M | -50.2% |
 Joseph Castro Nuveen LLC | 173,064 | $1.23M | $948,390.72 | -$280,874.72 | -22.85% |
 Bobby Adusumilli SJS Investment Consulting Inc. | 35 | $243.51 | $191.45 | -$52.06 | -21.38% |
AerSale Corporation (ASLE) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has AerSale Corporation ever had a stock split?
AerSale Corporation Profile
| Passenger Airlines Industry | Industrials Sector | Nicolas Finazzo CEO | NASDAQ (CM) Exchange | 00810F106 CUSIP |
| US Country | 704 Employees | - Last Dividend | - Last Split | - IPO Date |
Overview
AerSale Corporation is a leading provider in the aftermarket commercial aircraft sector, offering a comprehensive range of services and products to a diverse client base that includes passenger and cargo airlines, leasing companies, original equipment manufacturers (OEMs), and government and defense contractors worldwide. The company's operations are divided into two main segments: Asset Management Solutions and Technical Operations (TechOps). Founded in 2008 and headquartered in Coral Gables, Florida, AerSale leverages its extensive industry expertise to deliver tailored aviation solutions that meet the unique needs of its clients, underscoring its role as a pivotal player in the global aviation services market.
Products and Services
- Asset Management Solutions
This segment focuses on the sale and lease of aircraft, engines, and airframes. In addition, it specializes in the disassembly of these assets to salvage component parts, effectively catering to the demands of the used parts market. This service not only maximizes the lifecycle value of aviation assets but also promotes sustainable practices within the industry by recycling and repurposing parts.
- Technical Operations (TechOps)
The TechOps division of AerSale offers a suite of internal and third-party aviation services. These include engineered solutions developed in-house, comprehensive heavy aircraft maintenance and modification works, component Maintenance, Repair, and Overhaul (MRO), and end-of-life disassembly services. Noteworthy offerings under this segment include:
- Aircraft modifications and conversions: This service provides modifications for various aircraft purposes, including cargo and tanker conversions, adapting aircraft for different functionalities to extend their operational viability and profitability.
- Aircraft storage: Offers secure storage solutions for aircraft which are not currently in active service, ensuring they are maintained in optimal condition for when they return to operation.
- Component MRO services: Delivers MRO services for critical aircraft components such as landing gear, thrust reversers, hydraulic systems, and more, ensuring they meet stringent safety and performance criteria.
