ASLE

AerSale’s first quarter was met with a significant negative market reaction, as revenue fell short of Wall Street expectations despite year-over-year growth. Management attributed the shortfall mainly to lower sales of used serviceable material (USM), as the company prioritized internal use of these components for its own engine builds. CEO Nicolas Finazzo highlighted that this decision, though reducing immediate USM sales, was taken to achieve higher total margins over time. Temporary margin pressures also emerged from ramping up new maintenance, repair, and overhaul (MRO) facilities, particularly in Millington and Hialeah Gardens, but these were described as transitional. Is now the time to buy ASLE? Find out in our full research report (it’s free). Revenue: $70.61 million vs analyst estimates of $102.5 million (7.4% year-on-year growth, 31.1% miss) Adjusted EPS: $0 vs analyst estimates of $0.03 ($0.03 miss) Adjusted EBITDA: $7.36 million vs analyst estimates of $7.23 million (10.4% margin, 1.8% beat) Operating Margin: -4.7%, up from -10.1% in the same quarter last year Market Capitalization: $306.2 million While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Kevin Liu (RBC Capital Markets) asked about the impact of Middle East conflict on USM demand and lease rates. CEO Nicolas Finazzo replied that no material impact has been seen, but noted possible long-term effects if aircraft groundings increase. Kevin Liu (RBC Capital Markets) inquired about the status and revenue implications of new MRO capacity. CFO Martin Garmendia detailed that both Millington and Goodyear are ramping up, with Millington expected to reach full capacity and improved margins as additional lines come online. Kevin Liu (RBC Capital Markets) requested further details on margins for new capacity and expected EBITDA contribution. Garmendia stated that margins are improving, especially as start-up costs subside, and expects gross margins above 20% at Millington when fully utilized. In the coming quarters, our team will watch (1) the pace at which AerSale fills available MRO and aerostructure facility capacity, (2) the successful placement of the rema...

Last week's profit announcement from AerSale Corporation (NASDAQ:ASLE) was underwhelming for investors, despite headline numbers being robust. We did some digging and found some worrying underlying problems. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. Importantly, our data indicates that AerSale's profit received a boost of US$2.7m in unusual items, over the last year. We can't deny that higher profits generally leave us optimistic, but we'd prefer it if the profit were to be sustainable. When we analysed the vast majority of listed companies worldwide, we found that significant unusual items are often not repeated. Which is hardly surprising, given the name. Assuming those unusual items don't show up again in the current year, we'd thus expect profit to be weaker next year (in the absence of business growth, that is). That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. Arguably, AerSale's statutory earnings have been distorted by unusual items boosting profit. Therefore, it seems possible to us that AerSale's true underlying earnings power is actually less than its statutory profit. The good news is that it earned a profit in the last twelve months, despite its previous loss. The goal of this article has been to assess how well we can rely on the statutory earnings to reflect the company's potential, but there is plenty more to consider. With this in mind, we wouldn't consider investing in a stock unless we had a thorough understanding of the risks. Every company has risks, and we've spotted 1 warning sign for AerSale you should know about. This note has only looked at a single factor that sheds light on the nature of AerSale's profit. But there are plenty of other ways to inform your opinion of a company. For example, many people consider a high return on equity as an indication of favorable business economics, while others like to 'follow the money' and search out stocks that insiders are buying. While it might take a little research on your behalf, you may find this free collection of companies boasting high return on equity, or this list of stocks with significant insider holdings to be useful. Have feedback on this article? Co...

Interested in AerSale Corporation? Here are five stocks we like better. Leasing drove results: Q1 revenue rose to $70.6 million (+7.4% YoY) and adjusted EBITDA jumped to $7.4 million (+131.9% YoY), powered by a surge in leasing revenue (up 4,757.9% YoY), three 757 freighters on lease (one under LOI) and 18 engines on lease. TechOps expansion boosting revenue but pressuring margins: New CRJ work in Millington and an expanded aerostructures facility lifted TechOps revenue, but start‑up training and inefficiencies weighed on near‑term margins—management expects margins to improve as operations scale and Millington targets gross margins >20%. Balance sheet and backlog highlights: AerSale used $26.7 million in operating cash YTD largely for $25.1 million of feedstock purchases, ended the quarter with $369.5 million of inventory, available liquidity of $41.8 million (including $2.1 million cash), and a $15.3 million AerSafe backlog ahead of an FAA compliance deadline. AerSale (NASDAQ:ASLE) reported first-quarter 2026 revenue of $70.6 million, up 7.4% from the prior-year period, as higher leasing activity and growth in on-airport maintenance work helped drive results. Adjusted EBITDA rose to $7.4 million, up $4.2 million, or 131.9%, from a year earlier, according to management’s prepared remarks. Chief Executive Officer Nick Finazzo said the company remained focused on executing its strategy across Asset Management and TechOps, including “disciplined acquisition and monetization of flight equipment and used serviceable material,” expanding MRO capabilities, and building a “more predictable revenue base through MRO services and leasing.” → Berkshire Hathaway’s Record Cash Hoard: Why and What's Next? Finazzo said leasing demand was a key driver during the quarter, with leasing revenue growing 4,757.9% compared to the prior-year period. The company placed an additional Boeing 757 freighter into service, ending the quarter with three aircraft on lease and another under a letter of intent. “We continue to engage in discussions with potential customers as increased demand for cargo continues to make us bullish on deploying the remaining 4 757 freighters we converted in 2026,” Finazzo said. → A Prada Payday: Is AMC Back in Style? AerSale also expanded its engine leasing portfolio, ending the quarter with 18 engines on lease compared to 16 in the prior-year period. Finazzo...

First Quarter 2026 Highlights Revenue of $70.6 million versus $65.8 million in the prior year period Net loss of $3.5 million versus net loss of $5.3 million in the prior year period Adjusted net income1 of $0.1 million versus adjusted net loss of $2.7 million in the prior year period Adjusted EBITDA1 of $7.4 million versus adjusted EBITDA of $3.2 million in the prior year period Feedstock acquisitions of $25.1 million versus $43.4 million in the prior year period Inventory of $369.5 million Aircraft and engines held for lease2 of $121.5 million MIAMI, May 07, 2026 (GLOBE NEWSWIRE) -- AerSale Corporation (Nasdaq: ASLE) (“AerSale” or the “Company”) today reported first quarter 2026 financial results. First Quarter 2026 Results of Operations The Company’s revenue for the first quarter of 2026 was $70.6 million, representing a 7.4% increase compared to $65.8 million in the first quarter of 2025, primarily driven by increased engine and B757 freighter leasing activity. Adjusted EBITDA1 in the first quarter of 2026 increased by $4.2 million to $7.4 million, or 10.4% of total revenue, representing an increase of 131.9% compared to $3.2 million, or 4.8% of total revenue, in the comparable prior year period. The increase in adjusted EBITDA1 was mainly driven by more equipment on lease and flight equipment sales during the period. As a reminder to investors, the Company’s revenue is likely to fluctuate from quarter-to-quarter and year-to-year based on the timing of flight equipment sales and therefore, performance should be monitored based on the more recurring aspects of our business, which includes leasing, used serviceable material (“USM”) and maintenance repair and overhaul (“MRO”) activities. In the first quarter of 2026, flight equipment sales were $5.2 million and consisted of one engine, compared to $1.8 million from one engine sold in the comparable prior‑year period. Excluding flight equipment sales, revenue grew 2.2% as the Company continued to expand the more recurring parts of its business. The increase was due in part to greater leasing revenue from an expanded lease pool, including the deployment of three Boeing 757 freighter aircraft, as well as continued growth in the engine leasing portfolio focused on high‑demand engine types that are expected to remain strong during the lease period. The Company also saw improved performance at the Goodyear, Arizo...

Image source: The Motley Fool. Thursday, May 7, 2026 at 4:30 p.m. ET Chief Executive Officer — Nicolas Finazzo Chief Financial Officer — Martin Garmendia We will also refer to non-GAAP measures that we view as important in assessing the performance of our business. A reconciliation of those non-GAAP metrics to the nearest GAAP metric can be found in the earnings presentation material made available on the Investors section of AerSale Corporation’s website at investors.aersale.com. After our prepared remarks, we will open the call for questions. With that, I will turn the call over to Nicolas Finazzo. Nicolas Finazzo: Thank you, Christine, and good afternoon, everyone. Thank you for joining us today. I will begin with an overview of our first quarter performance and key operational developments, and then discuss how we are progressing against our strategic priorities for 2026. I will then turn the call over to Martin to walk through the financials in more detail. This quarter, our team stayed focused on executing our strategy across Asset Management and TechOps: prioritizing (1) disciplined acquisition and monetization of flight equipment and used serviceable material—you will hear me say USM; (2) expanding and optimizing our MRO capabilities; and (3) building a recurring and more predictable revenue base through MRO services and leasing while maintaining our high standards for safety, quality, and on-time performance. First quarter revenue was $70.6 million, an increase of 7.4% from the prior-year period. Adjusted EBITDA also increased by $4.2 million, or 131.9%, to $7.4 million from the prior-year period. Excluding flight equipment sales, which tend to be volatile quarter to quarter, revenue increased 2.2% year-over-year, reflecting growth in leasing and increased demand across our [inaudible] compared to the prior-year period. We placed an additional Boeing 757 freighter aircraft into service, ending the quarter with three aircraft on lease and one additional aircraft under a letter of intent for lease. We continue to engage in discussions with potential customers, as increased demand for cargo continues to make us bullish on deploying the remaining four 757 freighters reconverted in 2026. We also expanded our engine lease portfolio, ending the quarter with 18 engines on lease compared to 16 engines in the prior-year period. Higher average lease rates and...

Aerospace and defense company AerSale (NASDAQ:ASLE) fell short of the market’s revenue expectations in Q1 CY2026, but sales rose 7.4% year on year to $70.61 million. Its non-GAAP loss of $0 per share was $0.03 below analysts’ consensus estimates. Is now the time to buy AerSale? Find out in our full research report. Revenue: $70.61 million vs analyst estimates of $102.5 million (7.4% year-on-year growth, 31.1% miss) Adjusted EPS: $0 vs analyst estimates of $0.03 ($0.03 miss) Adjusted EBITDA: $7.36 million vs analyst estimates of $7.23 million (10.4% margin, 1.8% beat) Operating Margin: -4.7%, up from -10.1% in the same quarter last year Free Cash Flow was -$27.72 million compared to -$47.63 million in the same quarter last year Market Capitalization: $345.4 million Providing a one-stop shop that integrates multiple services and product offerings, AerSale (NASDAQ:ASLE) delivers full-service support to mid-life commercial aircraft. Examining a company’s long-term performance can provide clues about its quality. Any business can have short-term success, but a top-tier one grows for years. Over the last five years, AerSale grew its sales at a solid 10.1% compounded annual growth rate. Its growth beat the average industrials company and shows its offerings resonate with customers. Long-term growth is the most important, but within industrials, a half-decade historical view may miss new industry trends or demand cycles. AerSale’s recent performance shows its demand has slowed as its revenue was flat over the last two years. We can better understand the company’s revenue dynamics by analyzing its most important segments, Products and Services, which are 50% and 33.2% of revenue. Over the last two years, AerSale’s Products revenue averaged 1.6% year-on-year declines while its Services revenue averaged 6.3% declines. This quarter, AerSale’s revenue grew by 7.4% year on year to $70.61 million, missing Wall Street’s estimates. Looking ahead, sell-side analysts expect revenue to grow 36.8% over the next 12 months, an improvement versus the last two years. This projection is eye-popping and suggests its newer products and services will spur better top-line performance. WHILE YOU’RE HERE: The Next Palantir? One satellite company captures images of every point on Earth. Every single day. The Pentagon wants it. Hedge funds are using it to beat earnings. You’ve probably never...

This article first appeared on GuruFocus. AerSale Corp (NASDAQ:ASLE) is set to release its Q1 2026 earnings on May 7, 2026. The consensus estimate for Q1 2026 revenue is $87.05 million, and the earnings are expected to come in at -$0.01 per share. The full year 2026's revenue is expected to be $405.66 million and the earnings are expected to be $0.52 per share. More detailed estimate data can be found on the Forecast page. Warning! GuruFocus has detected 5 Warning Signs with ASLE. Is ASLE fairly valued? Test your thesis with our free DCF calculator. Over the past 90 days, revenue estimates for AerSale Corp have declined from $408.35 million to $405.66 million for the full year 2026, and from $505.00 million to $433.24 million for 2027. Meanwhile, earnings estimates have increased from $0.48 per share to $0.52 per share for the full year 2026, but declined from $0.97 per share to $0.75 per share for 2027. In the previous quarter ending December 31, 2025, AerSale Corp's actual revenue was $90.94 million, missing analysts' revenue expectations of $99.71 million by -8.79%. AerSale Corp's actual earnings were $0.11 per share, which missed analysts' earnings expectations of $0.17 per share by -33.33%. After releasing the results, AerSale Corp's stock was down by -11.75% in one day. Based on the one-year price targets offered by 2 analysts, the average target price for AerSale Corp is $8.00, with a high estimate of $8.00 and a low estimate of $8.00. The average target implies an upside of 13.56% from the current price of $7.05. Based on GuruFocus estimates, the estimated GF Value for AerSale Corp in one year is $7.23, suggesting an upside of 2.63% from the current price of $7.05. Based on the consensus recommendation from 2 brokerage firms, AerSale Corp's average brokerage recommendation is currently 3.0, indicating a "Hold" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.

MIAMI, April 23, 2026 (GLOBE NEWSWIRE) -- AerSale Corporation (NASDAQ: ASLE) (the “Company”), announced today that it will release its earnings results for the first quarter ended March 31, 2026, on Thursday, May 7, 2026, after the market closes. The Company will host a conference call on the same day at 4:30 pm Eastern Time to discuss the results. A live audio webcast of the call will be available to the public on a listen‑only basis at https://ir.aersale.com/news-events/events. An archived replay of the webcast will also be available on the Investors portion of the AerSale website at https://ir.aersale.com for one year. About AerSale AerSale is a global provider of integrated aviation aftermarket services and solutions, serving operators of Boeing, Airbus, and legacy McDonnell Douglas aircraft. The Company helps aircraft owners and operators optimize the value, safety, and operational efficiency of their fleets across the entire aircraft lifecycle. AerSale’s comprehensive capabilities include aircraft and engine sales and leasing, used serviceable material (USM) sales, component and airframe MRO services, and FAA-certified engineered solutions. Through internally developed products such as AerSafe®, AerTrak®, and the AerAware™ Enhanced Flight Vision System, AerSale delivers innovative technologies that enhance aircraft performance, improve safety, and reduce operating costs. With deep technical expertise and a fully integrated business model, AerSale provides everything customers need—through a single, trusted partner. Media: For more information about AerSale, please visit our website:www.AerSale.com. Follow us on: LinkedIn | Twitter | Facebook | Instagram AerSale: Jackie Carlon Telephone: (305) 764-3200 Email: [email protected] Investor: AerSale: [email protected] Source: AerSale Corporation

AerSale’s fourth quarter results were met with a significant negative market reaction, as both revenue and adjusted earnings fell short of Wall Street’s expectations. Management attributed the revenue decline primarily to reduced flight equipment sales, which can be volatile from quarter to quarter, while highlighting growth in more predictable segments such as component maintenance, used serviceable materials (USM), and leasing. CEO Nicolas Finazzo pointed to improvements in operating margin, driven by efficiency initiatives and a stronger performance in recurring business lines, stating, “This overall growth has improved profitability and provides more consistency in our quarter-over-quarter performance.” Is now the time to buy ASLE? Find out in our full research report (it’s free). Revenue: $90.94 million vs analyst estimates of $99.71 million (4% year-on-year decline, 8.8% miss) Adjusted EPS: $0.16 vs analyst expectations of $0.20 (17.9% miss) Adjusted EBITDA: $15.22 million vs analyst estimates of $16.53 million (16.7% margin, 7.9% miss) Operating Margin: 7.8%, up from 5.2% in the same quarter last year Market Capitalization: $304.2 million While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Michael Ciarmoli (Truist): Asked about AerSale’s feedstock acquisition strategy in a tight market. CEO Nicolas Finazzo explained the company will remain disciplined, prioritizing margin protection over aggressive buying, and noted ample inventory to support growth. Michael Ciarmoli (Truist): Inquired about the impact of GTF engine-related storage revenues and the normalization timeline. Finazzo responded the opportunity from aircraft storage and return-to-service work should persist into 2027 before normalizing. Michael Ciarmoli (Truist): Probed on AerSafe’s sales surge ahead of the regulatory deadline and how AerSale plans to backfill revenue when demand recedes. Finazzo highlighted efforts to develop new engineered products in response to customer needs beyond AerSafe. Looking ahead, our analyst team will closely watch (1) the ramp-up and utilization of newly expanded maintenance and component repair facilities, (2) the progr...

Adjusted EBITDA rose sharply—up 38.2% to $46.1 million for 2025 and Q4 adjusted EBITDA grew 17.1% to $15.2 million—while reported revenue fell (Q4 -4%, full-year -2.8%) largely due to fewer flight equipment sales; excluding those sales, revenue increased across USM, leasing and component MRO. Management pointed to expanding recurring businesses and operational improvements—strong USM and leasing demand, higher TechOps margins, and a ramp in AerSafe sales ahead of the FAA Nov 2026 FQIS AD—backed by new facilities, landing-gear approvals for 737 MAX and 787, and expected deployment of converted 757 freighters in 2026. Liquidity and outlook: AerSale ended 2025 with $71.6 million of total liquidity (including $67.2 million revolver availability) after $23.0 million of operating cash use for feedstock, and management expects revenue and profitability to increase in 2026 as it emphasizes recurring revenue and efficiency gains. Interested in AerSale Corporation? Here are five stocks we like better. AerSale (NASDAQ:ASLE) reported higher profitability in the fourth quarter and full year 2025, driven by growth in its more recurring businesses and contributions from cost and efficiency initiatives implemented earlier in the year, management said on the company’s earnings call. Chief Executive Officer Nick Finazzo said AerSale “finished 2025 on a strong note,” with fourth-quarter adjusted EBITDA rising $2.2 million, or 17.1%, to $15.2 million, compared with $13.0 million in the fourth quarter of 2024. → IonQ in Rebound Mode: Buy the Thesis, Respect the Risk Fourth-quarter revenue was $90.9 million, down 4% year over year. Finazzo and Chief Financial Officer Martin Garmendia emphasized that results were impacted by the quarter-to-quarter variability of flight equipment sales. Garmendia said fourth-quarter revenue included $20.9 million of flight equipment sales from four engines, compared with $31.0 million from six engines a year earlier. Excluding flight equipment sales, management said fourth-quarter revenue increased, reflecting growth across component MRO operations, used serviceable material (USM), and leasing. Finazzo also pointed to increased sales of the company’s AerSafe engineered solutions product as operators began upgrades ahead of a Federal Aviation Administration compliance deadline in November 2026 tied to a fuel tank safety airworthiness directive relat...

Image source: The Motley Fool. Thursday, March 5, 2026 at 4:30 p.m. ET Chief Executive Officer — Nicolas Finazzo Chief Financial Officer — Martin Garmendia Senior Vice President of Marketing — Jacqueline Carlon Need a quote from a Motley Fool analyst? Email [email protected] Operator: Good day, and thank you for standing by. Welcome to the AerSale Corporation Q4 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode. Please be advised that today's conference is being recorded. After the speakers' presentation, there will be a question-and-answer session. To ask a question, please press 11 on your telephone, and wait for your name to be announced. To withdraw your question, please press 11 again. I would now like to hand the conference over to your speaker today, Jacqueline Carlon, Senior Vice President of Marketing. Good afternoon. I would like to welcome everyone to AerSale Corporation’s fourth quarter and full year 2025 Earnings Call. Jacqueline Carlon: Conducting the call today are Nicolas Finazzo, Chief Executive Officer, and Martin Garmendia, Chief Financial Officer. Before we discuss this quarter's results, we want to remind you that all statements made on this call that do not relate to matters of historical fact should be considered forward-looking statements within the meaning of the federal securities laws, including statements regarding our current expectations for the business and our financial performance. These statements are neither promises nor guarantees, but involve known and unknown risks, uncertainties, and other important factors that may cause our actual results, performance, or achievements to be materially different from any future results. Important factors that could cause actual results to differ materially from forward-looking statements are discussed in the Risk Factors section of the company's Annual Report on Form 10-K for the year ended 12/31/2025, filed with the Securities and Exchange Commission (SEC), to be filed on 03/09/2026, and its other filings with the SEC. These filings identify and address other important risks and uncertainties that could cause actual events and results to differ materially from those indicated by the forward-looking statements on this call. We also refer to non-GAAP measures that we view as important in assessing the performance of our business. A reconciliation of those...