AerSale Corporation (ASLE)
NASDAQ (CM) NASDAQ (CM) Primary 
AerSale Says Aging Fleets, Engine Shortages Keep Aviation Aftermarket Demand Strong
AerSale NASDAQ: ASLE Chief Financial Officer Martin Garmendia said the aviation aftermarket remains supported by aging fleets, strong passenger demand and supply chain constraints that are extending the service lives of existing aircraft.
Aersale Corporation: Pivoting To Recurring Revenue
ASLE trades at a 33% discount relative to book value, reflecting a lagging market sentiment on improving fundamentals. The decline in whole asset sales on a relative basis is masking the significant growth the firm is witnessing with strong USM demand, high leasing rates, and MRO capacity expansion. Despite the stock being undervalued, the debt levels pose an earnings risk due to interest expenses increasing significantly.
AerSale Corporation (ASLE) Q1 2026 Earnings Call Transcript
AerSale Corporation (ASLE) Q1 2026 Earnings Call Transcript
AerSale: Something Needs To Change
AerSale trades near all-time lows, with a market cap at just 0.8x tangible book value. Asset-based calculations suggest significant downside protection, as inventory and MRO business nearly cover enterprise value. Liquidation value is not far below the current price, supporting investor interest near the mid-$5 range.
AerSale Corporation (ASLE) Q4 Earnings Surpass Estimates
AerSale Corporation (ASLE) came out with quarterly earnings of $0.16 per share, beating the Zacks Consensus Estimate of $0.15 per share. This compares to earnings of $0.09 per share a year ago.
AerSale Corporation (ASLE) Q4 2025 Earnings Call Transcript
AerSale Corporation (ASLE) Q4 2025 Earnings Call Transcript
AerSale Stock: MRO Is The Change It Desperately Needs
AerSale pivots to MRO to drive predictability in the business. Recurring MRO and parts business drives improved EBITDA and gross margins, with new capacity expected to add $50M in revenue, half realized in 2026. I adjust the price target from $14.94 to $12.72, reflecting lower 2025 EBITDA expectations and continued revenue variability from whole asset sales.
AerSale Corporation (ASLE) Q3 2025 Earnings Call Transcript
AerSale Corporation ( ASLE ) Q3 2025 Earnings Call November 6, 2025 4:30 PM EST Company Participants Christine Padron Nicolas Finazzo - CEO & Chairman Martin Garmendia - CFO & Treasurer Conference Call Participants Stephen Strackhouse - RBC Capital Markets, Research Division Samuel Struhsaker - Truist Securities, Inc., Research Division Presentation Operator Good afternoon, and welcome to the AerSale Corp. Third Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded.
AerSale Corporation (ASLE) Misses Q3 Earnings and Revenue Estimates
AerSale Corporation (ASLE) came out with quarterly earnings of $0.04 per share, missing the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.04 per share a year ago.
AerSale to Report Q3 Results: What's in Store for the Stock?
ASLE's Q3 results could see a lift from stronger leasing and engine activity, though lower TechOps sales may limit overall growth.
AerSale: No Hope For AerAware, Aerospace MRO As Core Value Creator
AerSale remains attractive due to its core MRO and used serviceable materials businesses, despite disappointing AerAware commercialization. AerAware's limited economic case and slow adoption shift focus to aftermarket sales, which benefit from airline fleet aging and regulatory drivers like AerSafe. MRO capacity expansion and strong USM feedstock acquisition position ASLE for margin and sales growth, with improved predictability expected.
AerSale's Q2 Post-Earnings Rally Looks Too Much, Too Fast
AerSale's Q2 results impressed on the surface but were driven by lumpy equipment sales rather than sustainable business strength. Long-term growth remains questionable, as EBITDA is flat versus 2019 and return on capital is mediocre despite large inventory investments. AerAware, once a key bull thesis, continues to disappoint with no meaningful traction or customer adoption, clouding upside potential.
