AerSale

ASLE

Market cap $318M

AerSale leases a Boeing 757 freighter to Stratos Freight, boosting cargo capacity and connectivity across key Central Asia, Europe, and Middle East routes.

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) 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

Fourth Quarter 2025 Highlights Revenue of $90.9 million versus $94.7 million in the prior year period GAAP net income of $5.4 million versus GAAP net income of $2.7 million in the prior year period Adjusted net income1 of $7.5 million versus adjusted net income of $4.8 million in the prior year period Adjusted EBITDA1 of $15.2 million versus Adjusted EBITDA of $13.0 million in the prior year period Flight equipment sales consisted of four engines compared to six engines in the prior year period Feedstock acquisitions of $15.4 million in the quarter 2025 Full Year Highlights Revenue of $335.3 million versus $345.1 million GAAP net income of $8.6 million versus GAAP Net Income of $5.9 million Adjusted net income1 of $15.8 million versus adjusted net income of $9.5 million Adjusted EBITDA1 of $46.1 million versus Adjusted EBITDA of $33.4 million Flight equipment sales consisted of thirteen engines compared to twenty engines and one aircraft in the prior year Feedstock acquisitions of $99.6 million and an additional $11.4 million under contract Inventory of $363.8 million as of December 31, 2025 MIAMI, March 05, 2026 (GLOBE NEWSWIRE) -- AerSale Corporation (Nasdaq: ASLE) (“AerSale” or the “Company”) today reported fourth quarter and full year 2025 financial results.                                           (in thousands, except per-share amount)     (Unaudited)     Three Months Ended December 31,   Year Ended December 31,     2025   2024   Percent Change   2025   2024   Percent Change Total revenue   $ 90,937   $ 94,741   (4.0 ) %   $ 335,286   $ 345,066   (2.8 ) % GAAP net income     5,397     2,702   99.7   %     8,575     5,851   46.6   % Adjusted net income(1)     7,529     4,775   57.7   %     15,826     9,520   66.2   % Adjusted EBITDA(1)     15,218     13,000   17.1   %     46,142     33,386   38.2   % Diluted earnings per share     0.11     0.05   120.0   %     0.18     0.11   63.6   % Adjusted diluted earnings per share(1)     0.16     0.09   77.8   %     0.33     0.18   83.3   % Feedstock acquisitions(2)   $ 15,428   $ 18,365   (16.0 ) %   $ 99,647   $ 61,653   61.6   % Fourth Quarter 2025 Results of Operations The Company's revenue for the fourth quarter of 2025 was $90.9 million, representing a decrease of 4.0% compared to $94.7 million in the fourth quarter of 2024 primarily due to the timing of flight equipment sales.

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 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) 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.

MIAMI--(BUSINESS WIRE)--AerSale Corporation (Nasdaq: ASLE) (“AerSale” or the “Company”) today reported results for the third quarter ended September 30, 2025. The Company's revenue was $71.2 million, compared to $82.7 million in the prior year period. The decrease in year-over-year revenue was primarily the result of no sales of aircraft or engines during the current period compared to five engines sold for $22.6 million in the prior year period. Excluding1 the engines sold in the prior year pe.

ASLE's Q3 results could see a lift from stronger leasing and engine activity, though lower TechOps sales may limit overall growth.