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AerSale Corp (ASLE)

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Upturn Advisory Summary
12/05/2025: ASLE (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $7
1 Year Target Price $7
| 1 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -17.27% | Avg. Invested days 36 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 312.84M USD | Price to earnings Ratio 60.27 | 1Y Target Price 7 |
Price to earnings Ratio 60.27 | 1Y Target Price 7 | ||
Volume (30-day avg) 2 | Beta 0.18 | 52 Weeks Range 5.56 - 9.12 | Updated Date 12/6/2025 |
52 Weeks Range 5.56 - 9.12 | Updated Date 12/6/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.11 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-11-06 | When - | Estimate 0.18 | Actual 0.04 |
Profitability
Profit Margin 1.73% | Operating Margin (TTM) 4.04% |
Management Effectiveness
Return on Assets (TTM) 1.37% | Return on Equity (TTM) 1.35% |
Valuation
Trailing PE 60.27 | Forward PE 8.45 | Enterprise Value 459531421 | Price to Sales(TTM) 0.92 |
Enterprise Value 459531421 | Price to Sales(TTM) 0.92 | ||
Enterprise Value to Revenue 1.36 | Enterprise Value to EBITDA 13.72 | Shares Outstanding 47185011 | Shares Floating 27926921 |
Shares Outstanding 47185011 | Shares Floating 27926921 | ||
Percent Insiders 26.19 | Percent Institutions 60.66 |
Upturn AI SWOT
AerSale Corp

Company Overview
History and Background
AerSale Corp. was founded in 2010 and has since become a prominent player in the aviation aftermarket. The company's evolution has been marked by strategic acquisitions and a focus on providing comprehensive solutions for aircraft, engines, and components. It has grown to become a significant independent provider of aviation aftermarket solutions.
Core Business Areas
- Aircraft, Engines and Components (AEC): This segment involves the acquisition, modification, and sale of commercial aircraft, engines, and their components. AerSale offers a diverse inventory and provides solutions for airlines, lessors, and maintenance, repair, and overhaul (MRO) providers.
- Government Contracts: AerSale secures and performs on contracts with government agencies, primarily for the US Department of Defense. These contracts often involve the sale, lease, or modification of aircraft and components for military applications.
- Asset Management: This segment includes services related to managing and optimizing aircraft and engine portfolios for clients, ensuring efficient utilization and value preservation.
Leadership and Structure
AerSale Corp. is led by a seasoned management team with extensive experience in the aviation industry. Key leadership roles include CEO, CFO, and heads of various operational divisions. The company operates with a relatively lean structure, enabling agility in its market responses. Specific details on board members and executive officers can be found in their SEC filings.
Top Products and Market Share
Key Offerings
- Used Aircraft Sales and Leasing: AerSale acquires, modifies, and resells or leases a wide range of commercial aircraft. They cater to airlines seeking cost-effective fleet solutions or specific aircraft types. Competitors include other aircraft traders, lessors, and OEMs offering used aircraft programs.
- Engine Sales and Leasing: The company provides a significant inventory of engines, both overhauled and as-is, for sale or lease. This is crucial for airlines and MROs to manage operational needs and maintenance schedules. Key competitors include engine OEMs' aftermarket divisions and other independent engine traders.
- Aircraft and Engine Component Sales: AerSale offers a vast array of spare parts for various aircraft and engine models. This segment is vital for supporting MRO activities and ensuring aircraft airworthiness. Competitors include other parts distributors and MROs with their own inventory.
- Airframe and Engine MRO Services: While primarily a trading and aftermarket solutions provider, AerSale also engages in maintenance, repair, and overhaul activities, offering services to extend the life and enhance the value of aircraft and engines. Competitors include independent MRO facilities and OEM service centers.
Market Dynamics
Industry Overview
The aviation aftermarket is a critical segment of the global aviation industry, supporting the operational needs of airlines and aircraft operators. It encompasses the trading, leasing, MRO, and distribution of aircraft, engines, and components. Key drivers include airline fleet growth, aircraft retirements, maintenance requirements, and the demand for cost-effective solutions.
Positioning
AerSale is positioned as a leading independent provider of aviation aftermarket solutions. Its competitive advantages include a diverse inventory, global reach, strong supplier and customer relationships, and expertise in aircraft and engine transitions. The company differentiates itself through its ability to offer a comprehensive suite of services beyond simple trading.
Total Addressable Market (TAM)
The global aviation aftermarket is valued in the hundreds of billions of dollars annually and is projected to continue growing. AerSale's position within this TAM is that of a significant niche player, focusing on the mid-life and end-of-life aircraft and engine segments, as well as supporting operational fleets. They are well-positioned to capture a share of the demand for used aircraft, engines, and parts.
Upturn SWOT Analysis
Strengths
- Extensive inventory of aircraft, engines, and components.
- Strong global network of customers and suppliers.
- Expertise in aircraft and engine modifications and remarketing.
- Diversified revenue streams (AEC, Government Contracts).
- Experienced management team.
Weaknesses
- Reliance on the cyclical nature of the aviation industry.
- Potential for significant capital tied up in inventory.
- Exposure to regulatory changes and geopolitical risks affecting aviation.
- Competition from larger, more established players.
Opportunities
- Growth in demand for used aircraft and engines from emerging markets.
- Increased outsourcing of MRO services by airlines.
- Government contracts and defense-related opportunities.
- Expansion of service offerings and geographic reach.
- Leveraging technology for inventory management and sales.
Threats
- Economic downturns impacting airline profitability and aircraft demand.
- Increased competition and pricing pressures.
- Technological advancements leading to rapid aircraft obsolescence.
- Supply chain disruptions for parts and materials.
- Stringent environmental regulations impacting aircraft operations.
Competitors and Market Share
Key Competitors
- AAR Corp. (AIR)
- ST Engineering Ltd. (STX)
Competitive Landscape
AerSale competes in a fragmented but highly specialized market. Its competitive advantages lie in its agile operational model, deep industry knowledge, and ability to source and remarket a wide variety of aviation assets. However, it faces strong competition from larger, more established players like AAR Corp. and ST Engineering, which may have greater scale, broader service portfolios, and deeper customer relationships.
Major Acquisitions
Trims S.r.l.
- Year: 2023
- Acquisition Price (USD millions):
- Strategic Rationale: Acquisition of Trims S.r.l., a leading provider of aircraft disassembly services, to enhance AerSale's capabilities in end-of-life aircraft management and parts provisioning.
Airworthy Aviation Limited
- Year: 2021
- Acquisition Price (USD millions):
- Strategic Rationale: Acquisition of Airworthy Aviation, a provider of aircraft transition, storage, and disassembly services, to expand AerSale's end-of-life solutions and parts harvesting capabilities.
Growth Trajectory and Initiatives
Historical Growth: AerSale has shown a consistent upward trend in revenue and profitability over the past several years, driven by strategic acquisitions and strong demand in the aviation aftermarket. They have successfully expanded their service offerings and global footprint.
Future Projections: Analysts project continued growth for AerSale, driven by the expansion of the aviation industry, increasing aircraft utilization, and the ongoing need for cost-effective aftermarket solutions. Specific growth rate projections can vary based on analyst reports.
Recent Initiatives: Recent initiatives likely include the continued acquisition of aircraft and engines for remarketing, expanding their government contract portfolio, and potentially exploring new service lines within the aviation aftermarket to enhance their value proposition.
Summary
AerSale Corp. is a robust player in the aviation aftermarket, demonstrating consistent revenue growth and profitability through its diverse offerings in aircraft, engines, and components. The company's strengths lie in its extensive inventory, global network, and expertise in asset remarketing. However, it must navigate the cyclical nature of the aviation industry and face strong competition from larger entities. Continued strategic acquisitions and adaptation to evolving market demands will be crucial for sustained success.
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Sources and Disclaimers
Data Sources:
- AerSale Corp. Investor Relations
- SEC Filings (10-K, 10-Q)
- Industry Analyst Reports
- Financial News Outlets
Disclaimers:
This JSON output is an AI-generated analysis based on publicly available information and should not be considered financial advice. Investment decisions should be made after consulting with a qualified financial advisor and conducting independent research.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About AerSale Corp
Exchange NASDAQ | Headquaters Doral, FL, United States | ||
IPO Launch date 2019-02-28 | CEO & Chairman Mr. Nicolas Finazzo | ||
Sector Industrials | Industry Airports & Air Services | Full time employees 636 | Website https://www.aersale.com |
Full time employees 636 | Website https://www.aersale.com | ||
AerSale Corporation provides aftermarket commercial aircraft, engines, and its parts to passenger and cargo airlines, leasing companies, original equipment manufacturers, government and defense contractors, and maintenance, repair, and overhaul service providers worldwide. It operates in two segments, Asset Management Solutions and Technical Operations (TechOps). The Asset Management Solutions segment engages in the sale and lease of aircraft, engines, and airframes, as well as disassembly of these assets for component parts. The TechOps segment provides internal and third-party aviation services, including internally developed engineered solutions, heavy aircraft maintenance and modification, and component MRO, as well as end-of-life disassembly services. This segment provides aircraft modifications, cargo and tanker conversions of aircraft, and aircraft storage; and MRO services for landing gear, thrust reversers, hydraulic systems, and other aircraft components. The company was founded in 2008 and is headquartered in Doral, Florida.

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