AerSale Corporation (ASLE) AI Stock Analysis

AerSale Corporation specializes in providing comprehensive aftermarket solutions for commercial aircraft, engines, and components worldwide. Serving passenger and cargo airlines, leasing companies, original equipment manufacturers, and government entities, the company operates via two primary segments: Asset Management Solutions and Technical Operations (TechOps). Asset Management Solutions concentrates on the sale, lease, and disassembly of aircraft, engines, and airframes. TechOps delivers engineered solutions, heavy aircraft maintenance, modification, and component maintenance, repair, and overhaul (MRO). The company also offers specialized services such as cargo and tanker conversions and aircraft storage solutions. Founded in 2008, AerSale is headquartered in Coral Gables, Florida.

Annual revenue declined 2.8% to $335.3M in FY2025, following 3.2% growth to $345.1M in FY2024 and down from $408.5M in FY2022. Gross margin reached 31.5% in FY2025, while operating margin expanded to 4.7% and net income grew to $8.6M, producing an EPS of $0.35. Over the trailing twelve months, performance softened as revenue dropped to $303.7M and operating margin slipped to -6.7%, alongside a net margin of -1.2% and EPS of -$0.08. In the quarter ended June 30, 2026, revenue fell 33.9% year-over-year, while quarterly earnings growth increased 128.9%.

As of June 30, 2026, AerSale held $2.2M in cash and short-term investments against total debt of $177.9M, resulting in net debt of $175.7M. Total assets were $687.1M and shareholders' equity stood at $418.7M, supporting a current ratio of 3.27 and a debt-to-equity ratio of 0.42. During FY2025, operating cash flow was -$23.0M and free cash flow was -$29.1M after capital expenditures of $6.1M. AerSale also directed $45.0M toward share buybacks in FY2025.

AerSale trades at a forward P/E of 24.2x, which is above the 17.2x median of its US-listed Industrials peers. Its EV to EBITDA multiple stands at 18.4x compared to the peer median of 13.9x, while its price-to-sales ratio of 0.7x sits below the peer median of 1.5x. AerSale has a price-to-book ratio of 0.6x and an EV to revenue multiple of 1.5x. Over the past year, the stock fell 35.1%, trailing the 16.8% return of the S&P 500 (SPY), while its five-year return of -73.5% lagged the benchmark's 83.0% gain.

Wall Street coverage includes 2 Hold ratings, with 0 Buy and 0 Sell ratings. The mean price target is $7.25, representing a 52.3% premium over the last close of $4.76. For the fiscal year ending December 31, 2026, analysts estimate revenue of $322.6M and EPS of $0.15, representing a 53.0% decline in EPS. In the subsequent year, consensus forecasts revenue of $337.7M and EPS of $0.27. AerSale registered 0 EPS beats over the last 4 quarters, with its next earnings release scheduled for November 5, 2026.

This page is an AI-written research summary of AerSale Corporation (ASLE). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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