Industrials -
Airlines, Airports & Air Services - NASDAQ - US
$ 6.815
0.221 %
$ 363 M
Market Cap
-340.75
P/E
1. INTRINSIC VALUE
Balance Sheet
AerSale Corporation
| Current Assets | 265 M |
| Cash & Short-Term Investments | 5.87 M |
| Receivables | 32.9 M |
| Other Current Assets | 226 M |
| Non-Current Assets | 289 M |
| Long-Term Investments | 0 |
| PP&E | 81.7 M |
| Other Non-Current Assets | 207 M |
| Current Liabilities | 45.7 M |
| Accounts Payable | 29.9 M |
| Short-Term Debt | 5.87 M |
| Other Current Liabilities | 9.94 M |
| Non-Current Liabilities | 63.2 M |
| Long-Term Debt | 60.7 M |
| Other Non-Current Liabilities | 2.55 M |
EFFICIENCY
Earnings Waterfall
AerSale Corporation
| Revenue | 335 M |
| Cost Of Revenue | 242 M |
| Gross Profit | 92.4 M |
| Operating Expenses | 103 M |
| Operating Income | -10.8 M |
| Other Expenses | -5.21 M |
| Net Income | -5.56 M |
RATIOS
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis
AerSale Corporation
| Net Income | -5.56 M |
| Depreciation & Amortization | 10.8 M |
| Capital Expenditures | -11.4 M |
| Stock-Based Compensation | 12.1 M |
| Change in Working Capital | -190 M |
| Others | -26.1 M |
| Free Cash Flow | -186 M |
Wall Street Analysts Price Targets
AerSale Corporation
Wall Street analysts predict an average 1-year price target for ASLE of $14 , with forecasts ranging from
a
low of
$8 to a high of $21 .
ASLE Lowest Price Target
Wall Street Target
8 USD
17.39%
ASLE Average Price Target
Wall Street Target
14 USD
105.43%
ASLE Highest Price Target
Wall Street Target
21 USD
208.14%
4. DIVIDEND
ANALYSIS
ASLE does not distribute dividends.
5. COMPETITION
6. Ownership
Insider Ownership
AerSale Corporation
Sold
0-3 MONTHS
14.4 K USD 1
3-6 MONTHS
5.84 K USD 1
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
176 K USD 3
3-6 MONTHS
55.1 K USD 3
6-9 MONTHS
655 K USD 5
9-12 MONTHS
| Date | Value | Insider | Amount | Avg Price |
|---|---|---|---|---|
|
3 weeks ago
Jan 08, 2025
|
Sell 14.4 K
USD
|
Pizzi Enrique
Chief Information Officer
|
- 2401
|
6.012 USD |
|
4 months ago
Sep 13, 2024
|
Bought
21 K USD
|
Wright Frederick Craig
See Remarks
|
+ 4000
|
5.2493 USD |
|
4 months ago
Sep 13, 2024
|
Bought
107 K USD
|
Finazzo Nicolas
See Remarks
|
+ 20000
|
5.3561 USD |
|
4 months ago
Sep 13, 2024
|
Bought
21 K USD
|
Wright Frederick Craig
See Remarks
|
+ 4000
|
5.2493 USD |
|
4 months ago
Sep 04, 2024
|
Bought
17.5 K USD
|
Finazzo Nicolas
See Remarks
|
+ 3600
|
4.855 USD |
|
5 months ago
Aug 30, 2024
|
Sell 5.84 K
USD
|
Tschirhart Benjamin Thomas
See Remarks
|
- 1135
|
5.1486 USD |
|
5 months ago
Aug 13, 2024
|
Bought
9.63 K USD
|
Fedder Judith Ann
Director
|
+ 1900
|
5.0684 USD |
|
7 months ago
Jun 14, 2024
|
Bought
20.5 K USD
|
Finazzo Nicolas
See Remarks
|
+ 3000
|
6.83 USD |
|
8 months ago
May 21, 2024
|
Bought
15.2 K USD
|
KEHLER CLAUDE ROBERT
Director
|
+ 2000
|
7.61 USD |
|
8 months ago
May 20, 2024
|
Bought
19.3 K USD
|
Fedder Judith Ann
Director
|
+ 2500
|
7.7398 USD |
|
10 months ago
Mar 15, 2024
|
Bought
265 K USD
|
Finazzo Nicolas
See Remarks
|
+ 35277
|
7.5222 USD |
|
10 months ago
Mar 15, 2024
|
Bought
40.2 K USD
|
Nichols Robert B.
Director
|
+ 5500
|
7.31 USD |
|
10 months ago
Mar 13, 2024
|
Bought
20.7 K USD
|
Nichols Robert B.
Director
|
+ 3000
|
6.91 USD |
|
10 months ago
Mar 14, 2024
|
Bought
20.6 K USD
|
Fedder Judith Ann
Director
|
+ 2800
|
7.35 USD |
|
10 months ago
Mar 12, 2024
|
Bought
26.6 K USD
|
Garmendia Martin
See Remarks
|
+ 4000
|
6.65 USD |
|
10 months ago
Mar 12, 2024
|
Bought
35.6 K USD
|
Wright Frederick Craig
See Remarks
|
+ 5000
|
7.13 USD |
|
10 months ago
Mar 13, 2024
|
Bought
5.4 K USD
|
Finazzo Nicolas
See Remarks
|
+ 800
|
6.75 USD |
|
10 months ago
Mar 12, 2024
|
Bought
174 K USD
|
Finazzo Nicolas
See Remarks
|
+ 25000
|
6.9711 USD |
|
10 months ago
Mar 12, 2024
|
Bought
66.5 K USD
|
Finazzo Nicolas
See Remarks
|
+ 10000
|
6.6542 USD |
|
1 year ago
Dec 15, 2023
|
Sell 50 M
USD
|
SEIFFER JONATHAN A
director, 10 percent owner:
|
- 4000000
|
12.5 USD |
|
1 year ago
Dec 15, 2023
|
Sell 50 M
USD
|
Kirton Michael
director, 10 percent owner:
|
- 4000000
|
12.5 USD |
|
1 year ago
Dec 15, 2023
|
Sell 36.8 M
USD
|
Green Equity Investors CF, L.P.
director, 10 percent owner:
|
- 2947446
|
12.5 USD |
|
1 year ago
Dec 15, 2023
|
Sell 13.1 M
USD
|
Green Equity Investors CF, L.P.
director, 10 percent owner:
|
- 1051972
|
12.5 USD |
|
1 year ago
Dec 15, 2023
|
Sell 7.28 K
USD
|
Green Equity Investors CF, L.P.
director, 10 percent owner:
|
- 582
|
12.5 USD |
|
1 year ago
Nov 13, 2023
|
Bought
26.6 K USD
|
Wright Frederick Craig
See Remarks
|
+ 2000
|
13.3076 USD |
|
1 year ago
Aug 18, 2023
|
Bought
703 K USD
|
Finazzo Nicolas
See Remarks
|
+ 55965
|
12.556 USD |
|
1 year ago
Aug 18, 2023
|
Bought
127 K USD
|
Finazzo Nicolas
See Remarks
|
+ 10000
|
12.7015 USD |
|
1 year ago
Aug 18, 2023
|
Bought
22.3 K USD
|
Fry James
See Remarks
|
+ 1750
|
12.74 USD |
|
1 year ago
Aug 17, 2023
|
Bought
29.6 K USD
|
Wright Frederick Craig
See Remarks
|
+ 2500
|
11.82 USD |
|
1 year ago
Aug 17, 2023
|
Bought
28.8 K USD
|
Barimo Basil
See Remarks
|
+ 2500
|
11.51 USD |
|
1 year ago
Aug 17, 2023
|
Bought
425 K USD
|
Finazzo Nicolas
See Remarks
|
+ 36259
|
11.7143 USD |
|
1 year ago
Aug 16, 2023
|
Bought
485 K USD
|
Finazzo Nicolas
See Remarks
|
+ 41820
|
11.5924 USD |
|
1 year ago
Aug 15, 2023
|
Bought
359 K USD
|
Finazzo Nicolas
See Remarks
|
+ 31237
|
11.4768 USD |
|
1 year ago
Aug 16, 2023
|
Bought
80.8 K USD
|
Finazzo Nicolas
See Remarks
|
+ 7000
|
11.538 USD |
|
1 year ago
Aug 17, 2023
|
Bought
23 K USD
|
Garmendia Martin
See Remarks
|
+ 2000
|
11.505 USD |
|
1 year ago
Aug 11, 2023
|
Bought
19.5 K USD
|
Fedder Judith Ann
Director
|
+ 1800
|
10.83 USD |
|
1 year ago
Aug 14, 2023
|
Bought
44.3 K USD
|
Levy Andrew C
Director
|
+ 4000
|
11.08 USD |
|
1 year ago
Aug 11, 2023
|
Bought
109 K USD
|
Levy Andrew C
Director
|
+ 10000
|
10.88 USD |
|
1 year ago
Jun 02, 2023
|
Sell 60 M
USD
|
Kirton Michael
director, 10 percent owner:
|
- 4000000
|
15 USD |
|
1 year ago
Jun 02, 2023
|
Sell 60 M
USD
|
SEIFFER JONATHAN A
director, 10 percent owner:
|
- 4000000
|
15 USD |
|
1 year ago
Jun 02, 2023
|
Sell 44.2 M
USD
|
Green Equity Investors CF, L.P.
director, 10 percent owner:
|
- 2947446
|
15 USD |
|
1 year ago
Jun 02, 2023
|
Sell 15.8 M
USD
|
Green Equity Investors CF, L.P.
director, 10 percent owner:
|
- 1051972
|
15 USD |
|
1 year ago
Jun 02, 2023
|
Sell 8.73 K
USD
|
Green Equity Investors CF, L.P.
director, 10 percent owner:
|
- 582
|
15 USD |
|
2 years ago
Dec 14, 2022
|
Sell 1.12 M
USD
|
SEIFFER JONATHAN A
Director
|
- 112100
|
10 USD |
|
2 years ago
Dec 14, 2022
|
Sell 1.12 M
USD
|
Kirton Michael
Director
|
- 112100
|
10 USD |
|
2 years ago
Dec 14, 2022
|
Sell 826 K
USD
|
Green Equity Investors CF, L.P.
Director
|
- 82602
|
10 USD |
|
2 years ago
Dec 14, 2022
|
Sell 295 K
USD
|
Green Equity Investors CF, L.P.
Director
|
- 29482
|
10 USD |
|
2 years ago
Dec 14, 2022
|
Sell 160
USD
|
Green Equity Investors CF, L.P.
Director
|
- 16
|
10 USD |
|
2 years ago
Nov 18, 2022
|
Sell 65.9 M
USD
|
SEIFFER JONATHAN A
director, 10 percent owner:
|
- 4452249
|
14.8025 USD |
|
2 years ago
Nov 18, 2022
|
Sell 65.9 M
USD
|
Kirton Michael
director, 10 percent owner:
|
- 4452249
|
14.8025 USD |
|
2 years ago
Nov 18, 2022
|
Sell 48.6 M
USD
|
Green Equity Investors CF, L.P.
director, 10 percent owner:
|
- 3280690
|
14.8025 USD |
|
2 years ago
Nov 18, 2022
|
Sell 17.3 M
USD
|
Green Equity Investors CF, L.P.
director, 10 percent owner:
|
- 1170910
|
14.8025 USD |
|
2 years ago
Nov 18, 2022
|
Sell 9.61 K
USD
|
Green Equity Investors CF, L.P.
director, 10 percent owner:
|
- 649
|
14.8025 USD |
|
2 years ago
Aug 19, 2022
|
Sell 71.3 M
USD
|
Kirton Michael
director, 10 percent owner:
|
- 4398750
|
16.215 USD |
|
2 years ago
Aug 19, 2022
|
Sell 71.3 M
USD
|
SEIFFER JONATHAN A
director, 10 percent owner:
|
- 4398750
|
16.215 USD |
|
2 years ago
Aug 19, 2022
|
Sell 52.6 M
USD
|
Green Equity Investors CF, L.P.
director, 10 percent owner:
|
- 3241269
|
16.215 USD |
|
2 years ago
Aug 19, 2022
|
Sell 18.8 M
USD
|
Green Equity Investors CF, L.P.
director, 10 percent owner:
|
- 1156840
|
16.215 USD |
|
2 years ago
Aug 19, 2022
|
Sell 10.4 K
USD
|
Green Equity Investors CF, L.P.
director, 10 percent owner:
|
- 641
|
16.215 USD |
|
3 years ago
Jun 11, 2021
|
Bought
48.5 K USD
|
Finazzo Nicholas
CEO & Division Pres., TechOps.
|
+ 4214
|
11.5 USD |
|
3 years ago
Jun 10, 2021
|
Bought
79.2 K USD
|
Finazzo Nicholas
CEO & Division Pres., TechOps.
|
+ 6890
|
11.5 USD |
|
3 years ago
Jun 09, 2021
|
Bought
49.5 K USD
|
Finazzo Nicholas
CEO & Division Pres., TechOps.
|
+ 4302
|
11.5 USD |
|
3 years ago
Jun 08, 2021
|
Bought
131 K USD
|
Finazzo Nicholas
CEO & Division Pres., TechOps.
|
+ 11377
|
11.5 USD |
|
3 years ago
Jun 07, 2021
|
Bought
131 K USD
|
Finazzo Nicholas
CEO & Division Pres., TechOps.
|
+ 11377
|
11.5 USD |
|
3 years ago
Jun 04, 2021
|
Bought
32.5 K USD
|
Finazzo Nicholas
CEO & Division Pres., TechOps.
|
+ 2822
|
11.5 USD |
|
3 years ago
Jun 03, 2021
|
Bought
4.6 K USD
|
Finazzo Nicholas
CEO & Division Pres., TechOps.
|
+ 400
|
11.5 USD |
|
3 years ago
Jun 02, 2021
|
Bought
9.2 K USD
|
Finazzo Nicholas
CEO & Division Pres., TechOps.
|
+ 800
|
11.5 USD |
|
3 years ago
Jun 01, 2021
|
Bought
61.4 K USD
|
Finazzo Nicholas
CEO & Division Pres., TechOps.
|
+ 5338
|
11.5 USD |
|
3 years ago
May 28, 2021
|
Bought
69 USD
|
Finazzo Nicholas
CEO & Division Pres., TechOps.
|
+ 6
|
11.5 USD |
|
3 years ago
May 26, 2021
|
Bought
862 USD
|
Finazzo Nicholas
CEO & Division Pres., TechOps.
|
+ 75
|
11.5 USD |
|
3 years ago
May 25, 2021
|
Bought
72.6 K USD
|
Finazzo Nicholas
CEO & Division Pres., TechOps.
|
+ 6317
|
11.5 USD |
|
3 years ago
May 20, 2021
|
Bought
56.4 K USD
|
Finazzo Nicholas
CEO & Division Pres., TechOps.
|
+ 4900
|
11.5 USD |
|
3 years ago
May 24, 2021
|
Bought
12.7 K USD
|
Finazzo Nicholas
CEO & Division Pres., TechOps.
|
+ 1102
|
11.5 USD |
|
3 years ago
May 19, 2021
|
Bought
54 K USD
|
Finazzo Nicholas
CEO & Division Pres., TechOps.
|
+ 4700
|
11.5 USD |
|
3 years ago
May 17, 2021
|
Bought
13.8 K USD
|
Finazzo Nicholas
CEO & Division Pres., TechOps.
|
+ 1200
|
11.5 USD |
|
3 years ago
May 18, 2021
|
Bought
8.05 K USD
|
Finazzo Nicholas
CEO & Division Pres., TechOps.
|
+ 700
|
11.5 USD |
|
3 years ago
May 14, 2021
|
Bought
349 K USD
|
Finazzo Nicholas
CEO & Division Pres., TechOps.
|
+ 30325
|
11.5 USD |
|
3 years ago
May 13, 2021
|
Bought
75 K USD
|
Finazzo Nicholas
CEO & Division Pres., TechOps.
|
+ 6518
|
11.5 USD |
|
4 years ago
Oct 23, 2020
|
Sell 590
USD
|
GLAZER CAPITAL, LLC
10 percent owner
|
- 57
|
10.35 USD |
|
5 years ago
Feb 11, 2019
|
Bought
5.91 M USD
|
DEVABHAKTUNI SAI S
director, 10 percent owner:
|
+ 591334
|
10 USD |
|
5 years ago
Feb 11, 2019
|
Bought
6.8 M USD
|
DEVABHAKTUNI SAI S
director, 10 percent owner:
|
+ 591334
|
11.5 USD |
|
5 years ago
Feb 11, 2019
|
Bought
5.91 M USD
|
MONOCLE PARTNERS, LLC
10 percent owner
|
+ 591334
|
10 USD |
|
5 years ago
Feb 11, 2019
|
Bought
6.8 M USD
|
MONOCLE PARTNERS, LLC
10 percent owner
|
+ 591334
|
11.5 USD |
|
5 years ago
Feb 11, 2019
|
Bought
5.91 M USD
|
ZAHLER ERIC J
President and CEO
|
+ 591334
|
10 USD |
|
5 years ago
Feb 11, 2019
|
Bought
6.8 M USD
|
ZAHLER ERIC J
President and CEO
|
+ 591334
|
11.5 USD |
|
5 years ago
Feb 11, 2019
|
Bought
5.91 M USD
|
TOWNSEND RICHARD J
EVP and CFO
|
+ 591334
|
10 USD |
|
5 years ago
Feb 11, 2019
|
Bought
6.8 M USD
|
TOWNSEND RICHARD J
EVP and CFO
|
+ 591334
|
11.5 USD |
7. News
New Strong Sell Stocks for January 17th
DBI, ASLE and APELY have been added to the Zacks Rank #5 (Strong Sell) List on January 17, 2025.
zacks.com
- 2 weeks ago
AerSale: Increasing The Price Target Despite AerAware Challenges
Q3 sales fell 10.6%, but margins improved. MRO capacity expansion expected to bolster EBITDA by $50 million annually. There are AerAware commercialization struggles, but AerSale is focused on MRO growth and disciplined asset acquisition with AerSafe sales prospects due to 2026 regulatory compliance. Increased price target to $8.17 driven by $70 million insurance claims, despite reduced EBITDA and free cash flow estimates for 2025 and 2026.
seekingalpha.com
- 2 months ago
AerSale Corporation (ASLE) Q3 2024 Earnings Call Transcript
AerSale Corporation (NASDAQ:ASLE ) Q3 2024 Earnings Conference Call November 7, 2024 4:30 PM ET Company Participants Christine Padron - Vice President of Compliance. Nicolas Finazzo - Chairman and Chief Executive Officer Martin Garmendia - Chief Financial Officer Conference Call Participants Gautam Khanna - TD Cowen Ken Herbert - RBC Capital Markets Sam Struhsaker - Truist Securities Operator Good day, everyone, and welcome to today's AerSale Inc. Third Quarter 2024 Earnings Conference.
seekingalpha.com
- 2 months ago
AerSale Corporation (ASLE) Q3 Earnings and Revenues Lag Estimates
AerSale Corporation (ASLE) came out with quarterly earnings of $0.04 per share, missing the Zacks Consensus Estimate of $0.05 per share. This compares to earnings of $0.03 per share a year ago.
zacks.com
- 2 months ago
AerSale Corporation (ASLE) Earnings Expected to Grow: Should You Buy?
AerSale (ASLE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
zacks.com
- 3 months ago
New Strong Sell Stocks for October 31st
AOS, ASLE and AMKR have been added to the Zacks Rank #5 (Strong Sell) List on October 31, 2024.
zacks.com
- 3 months ago
AerSale Announces Date for Third Quarter 2024 Earnings Release Conference Call
CORAL GABLES, Fla.--(BUSINESS WIRE)--AerSale Corporation (NASDAQ: ASLE) (the “Company”) announced today that it will release its earnings results for the third quarter ended September 30, 2024, on Thursday, November 7, 2024, 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. Participants may access the call at 1-800-225-9448, international callers may use 1-203-518-9708, and request to join the AerSale Corporation ear.
businesswire.com
- 3 months ago
AerSale Announces Participation at the Jefferies Industrials Conference
CORAL GABLES, Fla.--(BUSINESS WIRE)--AerSale Corporation (NASDAQ: ASLE) (the “Company”), today announced that the Company's Chief Financial Officer, Martin Garmendia, will present at the Jefferies Industrials Conference on Thursday, September 5, 2024 at 1:55 pm ET, as well as host investor meetings on both days of the conference. The presentation will be webcast live and can be accessed through the link HERE or by going to the News and Events section of AerSale's Investor Relations website at h.
businesswire.com
- 5 months ago
Why I'm Trimming My AerSale Stock Price Target By More Than 30%
AerSale saw improvement in Q2 with revenue and profit growth, driven by asset management solutions and the TechOps segment. Margins contracted due to lower heavy MRO services demand, impacting overall gross profit. AerAware progress remains disappointing, with no clear timeline for product roll out, leading to a reduced price target to $6.70.
seekingalpha.com
- 5 months ago
Why AerSale Stock Is Losing Altitude Today
AerSale missed estimates on the top and bottom lines, and showed little progress toward selling a much-anticipated new product. The company's core operation should rebound in the second half, but the hoped-for payoff from the new tech could take time.
fool.com
- 5 months ago
AerSale Corporation (ASLE) Q2 2024 Earnings Call Transcript
AerSale Corporation. (NASDAQ:ASLE ) Q2 2024 Earnings Conference Call August 7, 2024 4:30 PM ET Company Participants Kristen Gallagher - HR Director Nicolas Finazzo - Chairman and Chief Executive Officer Martin Garmendia - Chief Financial Officer Conference Call Participants Bert Subin - Stifel Ken Herbert - RBC Capital Markets Pete Osterland - Truist Securities Operator Good day and welcome to the Aerosol Second Quarter 2024 Earnings Conference Call.
seekingalpha.com
- 5 months ago
AerSale Corporation (ASLE) Reports Q2 Loss, Misses Revenue Estimates
AerSale Corporation (ASLE) came out with a quarterly loss of $0.05 per share versus the Zacks Consensus Estimate of $0.10. This compares to loss of $0.03 per share a year ago.
zacks.com
- 5 months ago
8. Profile
Summary
AerSale Corporation ASLE
COUNTRY
US
INDUSTRY
Airlines, Airports & Air Services
MARKET CAP
$ 363 M
Dividend Yield
0.00%
Description
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.
Contact
255 Alhambra Circle, Coral Gables, FL, 33134
https://www.aersale.com
IPO
Date
Feb. 28, 2019
Employees
707
Officers
Mr. James A. Fry
Executive Vice President, General Counsel & Corporate Secretary
Mr. Gary Edmund Jones
Division President of Airframe & Materials and Chief Operating Officer
Christine Padron
Vice President of Global Trade and Compliance
Mr. Enrique Pizzi
Chief Information Officer
Mr. Nicolas Finazzo
Chairman, Chief Executive Officer & Division President of TechOps
Mr. Frederick Craig Wright
Division President of Aircraft & Engine Management
Jacqueline Carlon
Executive Officer & Vice President of Marketing and Communications
Ms. Vanessa Russi-Machado
Senior Vice President of Human Resources
Mr. Martin Garmendia
Chief Financial Officer & Treasurer
Mr. Charles P. McDonald
Chief Technology Officer & Divisional President of Heavy MRO Services