AerSale Corporation

AerSale Corporation

ASLEยทNASDAQ

$6.27

-2.5%
IndustrialsAirlines, Airports & Air Services

AerSale Corporation provides aftermarket commercial aircraft, engines, and its parts to passenger and cargo airlines, leasing companies, original equipment manufacturers, and government and defense contractors, as well as maintenance, repair, and overhaul (MRO) 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 also 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 Coral Gables, Florida.

At a Glance

Live Snapshot
Market Cap$296.28M
EPS0.1800
P/E Ratio34.83
Earnings Date08/05/2026
asle

AerSale Corporation Street Expectations Map

ASLE ยท NASDAQ

Wall Street analysts project that ASLE stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 13.50, with estimates ranging from a low of 8.00 to a high of 19.00.

Lowest Target
8.00
27.59%
Consensus Target
13.50
115.31%
Highest Target
19.00
203.03%

The consensus 1-year price target stands at 13.50, with estimates ranging from a low of 8.00 to a high of 19.00.

Analyst Consensus Analysis

Upside Potential

+115.3%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

81.5% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

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AerSale Corporation Forward Estimates of Revenue

ASLE ยท NASDAQ
Latest Revenue
335.29M
FY 2025
Avg Estimate
408.35M
FY 2026
Estimate Range
393.19M - 423.51M
Analyst Spread

Forward Growth Analysis

Projected Growth+21.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

asle

AerSale Corporation Forward Estimates of Net Income

ASLE ยท NASDAQ
Latest Net Income
8.57M
FY 2025
Avg Estimate
33.62M
FY 2026
Estimate Range
31.99M - 35.24M
Analyst Spread

Forward Growth Analysis

Projected Growth+292.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread10%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

asle

AerSale Corporation Forward Estimates of EPS

ASLE ยท NASDAQ
Latest EPS
0.18
FY 2025
Avg Estimate
$0.63
FY 2026
Estimate Range
$0.60 - $0.66
Analyst Spread

Forward Growth Analysis

Projected Growth+250.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread10%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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AerSale Corporation Forward Estimates of EBIT

ASLE ยท NASDAQ
Latest EBIT
15.79M
FY 2025
Avg Estimate
28.29M
FY 2026
Estimate Range
27.24M - 29.34M
Analyst Spread

Forward Growth Analysis

Projected Growth+79.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

asle

AerSale Corporation Forward Estimates of EBITDA

ASLE ยท NASDAQ
Latest EBITDA
35.12M
FY 2025
Avg Estimate
49.60M
FY 2026
Estimate Range
47.76M - 51.44M
Analyst Spread

Forward Growth Analysis

Projected Growth+41.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

asle

AerSale Corporation Forward Estimates of SG&A Expense

ASLE ยท NASDAQ
Latest SG&A Expense
89.98M
FY 2025
Avg Estimate
107.09M
FY 2026
Estimate Range
103.11M - 111.06M
Analyst Spread

Forward Growth Analysis

Projected Growth+19.0%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

asle

AerSale Corporation Insider Positioning

ASLE ยท NASDAQ

During the last 12 months, insiders have purchased $1.19M and sold $72K worth of ASLE shares, resulting in $1.11M of net buying activity.

3 Months

Bought

1.0K

6.46K

Sold

0

0.00

Net Activity

+6K

+$6K

3-6 Months

Bought

0

0.00

Sold

1.8K

13.47K

Net Activity

-13K

-$13K

6-9 Months

Bought

9.6K

57.63K

Sold

0

0.00

Net Activity

+58K

+$58K

9-12 Months

Bought

188.8K

1.12M

Sold

9.5K

58.97K

Net Activity

+1.1M

+$1.06M

Top Buyers

1
JGE

Jones Gary Edmund

Officer: See Remarks

64.4K sharesโ€ข1 transactions

$380K

2
GM

Garmendia Martin

Officer: See Remarks

57.9K sharesโ€ข1 transactions

$342K

3
WFC

Wright Frederick Craig

Officer: See Remarks

34.3K sharesโ€ข1 transactions

$203K

4
PE

Pizzi Enrique

Officer: Chief Information Officer

30.0K sharesโ€ข1 transactions

$178K

5
FN

Finazzo Nicolas

Director, Officer: See Remarks

9.6K sharesโ€ข3 transactions

$58K

Top Sellers

1
PE

Pizzi Enrique

Officer: Chief Information Officer

3.0K sharesโ€ข2 transactions

$20K

2
JGE

Jones Gary Edmund

Officer: See Remarks

2.8K sharesโ€ข1 transactions

$17K

3
GM

Garmendia Martin

Officer: See Remarks

2.2K sharesโ€ข1 transactions

$13K

4
WFC

Wright Frederick Craig

Officer: See Remarks

1.9K sharesโ€ข1 transactions

$11K

5
TBT

Tschirhart Benjamin Thomas

Officer: See Remarks

1.4K sharesโ€ข2 transactions

$11K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $1.11M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

16.36:1

Exceptional buy/sell ratio. Buying dramatically outweighs sellingโ€”one of the strongest possible insider signals.

Recent Trend (3 Months)

$6K

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

Balanced

5 insider buyers and 5 sellers. Equal participation suggests mixed or neutral insider views.

Insider Activity Insight

Strong confluence of bullish signals: High buy/sell ratio, multiple insiders participating, and recent buying momentum all point to significant insider confidence. This level of coordinated buying often precedes positive developments.