AerSale Corporation (ASLE)
NASDAQ (CM) NASDAQ (CM) Primary 
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 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.
