Q2 2025 AerSale Corp Earnings Call Transcript
This article provides the transcript for AerSale Corp's (NAS:ASLE) Q2 2025 earnings call, which took place on August 6, 2025. It includes an introduction by the conference operator and a welcome by Jacqueline Carlin, Vice President of Marketing and Communication. The transcript details the opening remarks for the earnings conference.
AerSale® Supports Central Asia Cargo Growth with Boeing 757 Freighter Lease to Stratos Freight
AerSale Corporation has announced the lease of a Boeing 757-200 Precision Converted Freighter (PCF) aircraft to Stratos Freight, an emerging all-cargo airline in Tashkent, Uzbekistan. This initiative is set to enhance Stratos Freight's medium-widebody freighter fleet and support its expanding cargo operations across Central Asia and beyond. The 757-200PCF is highly valued for its versatility, efficiency, and suitability for regional and express cargo missions, reinforcing AerSale's role as a provider of tailored asset solutions in the global aviation aftermarket.
AerSale® Supports Central Asia Cargo Growth with Boeing 757 Freighter Lease to Stratos Freight
AerSale Corporation has leased a Boeing 757-200 Precision Converted Freighter (PCF) aircraft to Stratos Freight, a new all-cargo airline based in Tashkent, Uzbekistan. This move aims to enhance Stratos Freight's medium-widebody freighter fleet and support its expanding cargo operations across Central Asia and international markets, leveraging the 757-200PCF's versatility and efficiency. The partnership highlights AerSale's role in providing tailored asset solutions for cargo operators globally and Stratos Freight's strategy to strengthen its position in the rapidly growing logistics sector.
Fedder, AerSale director, buys $6k in ASLE stock By Investing.com
AerSale Corp director Judith Ann Fedder recently purchased 1,000 shares of ASLE stock for $6,464, with shares trading near their 52-week low. This insider buying aligns with InvestingPro's analysis suggesting the stock is undervalued. The purchase follows AerSale's Q4 2025 earnings report, which missed analyst expectations for both EPS and revenue.
Fedder, AerSale director, buys $6k in ASLE stock By Investing.com
AerSale Corp (NASDAQ:ASLE) director Judith Ann Fedder recently bought 1,000 shares of the company's common stock for $6,464, with the stock trading near its 52-week low. This insider purchase comes after the company reported Q4 2025 earnings and revenue below market expectations, yet InvestingPro analysis suggests the stock is undervalued.
Leonard Green & Partners Reduces Stake in AerSale Corporation
Private equity firm Leonard Green & Partners has reduced its stake in AerSale Corporation by 39% during the third quarter, now owning approximately 1.9 million shares, or 4.06% of the company. This move involved selling 1,224,095 shares, valuing their remaining stake at about $15.7 million. The reduction reflects a reevaluation of investments by the firm amid economic uncertainties.
Fedder, AerSale director, buys $6k in ASLE stock By Investing.com
AerSale Corp (NASDAQ:ASLE) director Judith Ann Fedder recently purchased 1,000 shares of the company's common stock for $6,464, with the stock trading near its 52-week low. This insider purchase comes after AerSale reported Q4 2025 earnings and revenue that missed market expectations. InvestingPro analysis suggests the stock is currently undervalued.
Leonard Green & Partners L.P. Has $15.70 Million Position in AerSale Corporation $ASLE
Leonard Green & Partners L.P. significantly reduced its stake in AerSale Corporation by 39% in the third quarter but still holds 1,917,155 shares valued at $15.7 million, making it their 7th largest position. AerSale exceeded earnings and revenue estimates in its latest quarter, though it maintained modest profitability. The stock currently has a "Hold" rating from analysts with a target price of $7.00.
AerSale (ASLE) director buys 1,000 common shares in open market
AerSale Corp director Judith Ann Fedder purchased 1,000 shares of the company's common stock at $6.4644 per share on March 11, 2026. Following this open market transaction, Fedder now directly owns 62,175 shares of AerSale common stock. The SEC filing indicates a neutral impact and sentiment on the transaction.
Fedder, AerSale director, buys $6k in ASLE stock
AerSale Corp (NASDAQ:ASLE) director Judith Ann Fedder recently purchased 1,000 shares of company stock for $6,464, with the stock trading near its 52-week low. This insider purchase follows a disappointing fourth-quarter 2025 earnings report for AerSale, where both EPS and revenue missed market expectations. The transaction, filed with the SEC, increases Fedder's direct ownership to 62,175 shares.
Fedder, AerSale director, buys $6k in ASLE stock
AerSale Corp Director Judith Ann Fedder recently purchased 1,000 shares of ASLE stock for $6,464, with the stock trading near its 52-week low. This insider purchase comes after the company reported Q4 2025 earnings and revenue that missed analyst expectations, although InvestingPro analysis suggests the stock is undervalued.
AerSale 10-K: Revenue $335.3M, EPS $0.18 on improved margins
AerSale (ASLE) reported full-year revenue of $335.3 million, a 2.8% decrease year-over-year, despite which earnings per share rose to $0.18 due to share buybacks and improved margins. The company saw an increase in gross profit and operating income, leading to higher net income. This performance was attributed to a strategic shift towards engine used serviceable material (USM) and leasing activity, offsetting lower aircraft sales and MRO service volume.
AerSale Corporation (NASDAQ:ASLE) Q4 2025 Earnings Call Transcript
AerSale Corporation reported strong financial results for Q4 and full year 2025, with adjusted EBITDA increasing significantly despite a slight decrease in overall revenue due to fewer flight equipment sales. The company highlighted growth in its component MROs, USM, leasing, and AerSafe products, along with strategic expansions and efficiency initiatives aimed at reducing earnings volatility and driving future growth. AerSale anticipates continued growth in 2026, driven by higher revenue and profitability from its recurring business segments and expanded MRO capabilities.
ASLE Q4 Deep Dive: Margin Expansion Amid Revenue Shortfall and Demand Shifts
AerSale (ASLE) reported Q4 CY2025 results that missed revenue and adjusted EPS expectations, with sales declining 4% year-on-year. Despite the revenue shortfall attributed to reduced flight equipment sales, the company achieved margin expansion due to growth in recurring segments like component maintenance and USM, alongside efficiency initiatives. Management is focused on expanding its recurring revenue base and leveraging newly added maintenance capacity to drive future performance.
AerSale (ASLE) Stock Trades Down, Here Is Why
AerSale (NASDAQ:ASLE) shares dropped 12.3% after the company reported disappointing fourth-quarter 2025 results, missing Wall Street's expectations for both revenue and earnings. The aerospace and defense firm reported a 4% decline in revenue year-over-year and a significant miss on non-GAAP earnings and adjusted EBITDA. This performance led to a notable sell-off in the stock, which is down 11% year-to-date and 28.7% below its 52-week high.
AerSale Corp. Experiences Valuation Adjustment Amidst Shifts in Financial Standing
AerSale Corp., a microcap in the Trading & Distributors sector, has seen a valuation adjustment. The company exhibits a high P/E ratio of 56 and a price-to-book value of 0.85, with modest returns on capital and equity. Despite long-term declines, AerSale has outperformed the S&P 500 year-to-date.
AerSale (NASDAQ: ASLE) boosts 2025 margins and earnings despite lower revenue
AerSale (NASDAQ: ASLE) reported mixed financial results for 2025, with revenue declining but profitability and margins significantly improving. The company's strategy to shift focus from volatile flight equipment sales to higher-margin leasing, used serviceable material (USM), and MRO activities proved effective. Despite a 2.8% decrease in full-year revenue to $335.3 million, adjusted EBITDA increased by 38.2% to $46.1 million, and adjusted diluted EPS nearly doubled to $0.33.
Earnings call transcript: AerSale’s Q4 2025 results miss expectations
AerSale Corporation reported Q4 2025 earnings that missed market expectations, with EPS of $0.16 against a forecast of $0.22, and revenue of $90.9 million versus an anticipated $103.56 million. Despite a 4% year-over-year revenue decline due to reduced flight equipment sales, adjusted EBITDA increased by 17.1%, showcasing operational resilience. The company anticipates continued growth in 2026, driven by MRO capacity expansion, increasing USM sales, and strong demand for its AerSafe product ahead of a regulatory deadline, even as feedstock acquisition remains competitive.
AerSale (NASDAQ:ASLE) Misses Q4 CY2025 Revenue Estimates
AerSale (NASDAQ:ASLE) reported disappointing Q4 CY2025 results, missing both revenue and adjusted EPS estimates. The company's sales declined 4% year-on-year to $90.94 million, and adjusted EPS of $0.16 fell short of analyst expectations. Despite some positives like an increase in operating margin due to scaled-down expenses, the overall performance was considered soft, leading to a stock decline immediately after the announcement.
ASLE Financials: Income Statement, Balance Sheet & Cash Flow
This article provides a detailed financial overview of Aersale Corporation (ASLE), presenting its income statement, balance sheet, and cash flow statement. It highlights key financial ratios and health scores for profitability, growth, leverage, liquidity, cash flow, and returns, based on FY2024 annual data and quarterly figures. The company shows strong leverage and liquidity, moderate growth and profitability, and negative free cash flow due to high capital expenditures.
AerSale schedules March 5 call on Q4 and full-year 2025 earnings
AerSale (NASDAQ: ASLE) announced it will release its fourth-quarter and full-year 2025 earnings after market close on Thursday, March 5, 2026. The company will also host a conference call on the same day at 4:30 PM ET to discuss the results. A live audio webcast will be available on AerSale's investor site, with an archived replay available for one year.
AerSale Corporation to Announce Q4 and Full Year 2025 Earnings Results on March 5, 2026
AerSale Corporation (ASLE) is scheduled to release its fourth-quarter and full-year 2025 earnings results on March 5, 2026, after the market closes. The company will also host a conference call at 4:30 p.m. Eastern Time to discuss the results, which will be accessible via a live audio webcast and archived replay. AerSale is an integrated aviation aftermarket services provider for various aircraft types, including Boeing, Airbus, and McDonnell Douglas.
AerSale Corp (ASLE) Misses Q4 2025 Earnings Estimates — EPS $0.04 vs $0.18 Expected
AerSale Corp (ASLE) reported Q4 2025 earnings per share of $0.04, significantly missing the consensus estimate of $0.18 by 77.1%. Despite the earnings miss, with revenue totaling $339.1 million for the quarter, the company's shares saw a slight increase of 0.2% in after-hours trading, reaching $7.51. A full, detailed analysis of the earnings is expected soon from AlphaStreet.
AerSale® Announces Date for Fourth Quarter and Full Year 2025 Earnings Release Conference Call
AerSale Corporation announced it will release its fourth quarter and full year 2025 earnings results on Thursday, March 5, 2026, after market close. The company will also host a conference call on the same day at 4:30 pm Eastern Time to discuss these results. A live audio webcast will be available, with an archived replay accessible for one year on the Investors portion of the AerSale website.
AerSale Corporation to Announce Q4 and Full Year 2025 Earnings Results on March 5, 2026
AerSale Corporation (NASDAQ: ASLE) will announce its Q4 and full year 2025 earnings after market close on March 5, 2026, followed by a conference call at 4:30 pm Eastern Time. The company, a global provider of aviation aftermarket services, will discuss its financial performance and future outlook. The call will be accessible via live audio webcast and an archived replay on their investor relations website.
AerSale Announces Date for Fourth Quarter and Full Year 2025 Earnings Release Conference Call
AerSale Corporation (NASDAQ: ASLE) has announced it will release its fourth quarter and full-year 2025 earnings on Thursday, March 5, 2026, after the market closes. The company will also host a conference call on the same day at 4:30 pm Eastern Time to discuss these results. AerSale is a global provider of integrated aviation aftermarket services, specializing in solutions for Boeing, Airbus, and legacy McDonnell Douglas aircraft.
3 Reasons to Sell ASLE and 1 Stock to Buy Instead
AerSale Corp's stock has declined, with shareholders losing 16.6% over the last six months. The article advises against investing in ASLE due to disappointing long-term revenue growth (3.9% CAGR), negative free cash flow (-11.1% margin), and a significant decline in return on invested capital (ROIC). Investors are encouraged to consider other high-quality stocks with better growth prospects.
Zacks.com featured highlights include Nomad Foods, AerSale, BJ's Restaurants, AXIS Capital and Avista
This article from Zacks.com highlights five stocks—Nomad Foods, AerSale Corp, BJ's Restaurants, AXIS Capital, and Avista Corp—that are identified as potentially undervalued due to their attractive EV-to-EBITDA ratios. It advocates for using EV-to-EBITDA as a valuation metric, especially for companies with high debt, while emphasizing its use alongside other analytical tools. The piece includes detailed analyst views, company information, and recent news for Nomad Foods (NOMD).
3 Volatile Stocks We Steer Clear Of
This article identifies three volatile stocks – AerSale (ASLE), 10x Genomics (TXG), and Wells Fargo (WFC) – that StockStory advises investors to avoid due to concerns like flat sales, cash burning, modest revenue growth, and shrinking net interest margins. Instead, the article suggests focusing on their curated list of "Top 5 Growth Stocks" for better long-term performance.
AerSale (ASLE): Buy, Sell, or Hold Post Q3 Earnings?
AerSale's share price saw an 18.5% loss over the last six months, significantly underperforming the S&P 500. Analysts advise against buying ASLE due to sluggish long-term revenue growth, negative free cash flow, and declining return on invested capital. Despite a reasonable current valuation, the company's shaky fundamentals pose too much downside risk.
Public company moves to bigger industrial space in South Florida
AerSale, a publicly traded company, has moved to a larger industrial space in Hialeah Gardens, South Florida. This expansion allows the company to handle bigger maintenance, repair, and overhaul jobs. The move is highlighted by the South Florida Business Journal.
AerSale Expands Maintenance Capacity in Strategic Shift
AerSale is strategically expanding its maintenance operations by opening a new 8,360-square-meter facility in Hialeah Gardens, Florida, effectively tripling its regional capacity. This move aims to stabilize revenue streams by focusing more on predictable service income, reducing reliance on volatile aircraft and engine sales. Investors are now awaiting the Q4 and full-year 2025 financial results on March 5, 2026, for insights into the impact of this expansion and updates on other projects.
AerSale, Luxfer, Owens Corning, Genco, and Deere Stocks Trade Up, What You Need To Know
Several stocks, including AerSale, Luxfer, Owens Corning, Genco, and Deere, saw an upward trend after the broader market recovered from a tech-driven sell-off. This rally was attributed to a rebound in technology stocks, a stabilization in Bitcoin, improved U.S. consumer sentiment, and significant AI-related capital expenditures benefiting chipmakers. The Dow Jones Industrial Average notably crossed the 50,000 threshold for the first time.
AerSale Corporation (ASLE) Reports Q1 Loss, Lags Revenue Estimates
AerSale Corporation (ASLE) reported a Q1 loss of $0.05 per share, missing the Zacks Consensus Estimate of $0.13, and revenues of $65.78 million, falling short of estimates by 25.31%. Despite the recent earnings miss, the company currently holds a Zacks Rank #1 (Strong Buy), indicating expected outperformance in the near future. Investors are advised to consider the company's earnings outlook and industry performance, noting that AerSale shares have increased by 11.8% year-to-date.
Top Growth Stocks With High Insider Ownership In January 2026
This article identifies top growth stocks in the U.S. with high insider ownership as of January 2026, highlighting their potential resilience amidst market fluctuations. It provides a list of ten such companies and details three examples: AerSale (ASLE), Streamex (STEX), and Fiverr International (FVRR), discussing their operations, insider ownership, and growth projections. The piece emphasizes that high insider ownership can align management interests with shareholders, contributing to long-term value creation.
AerSale opens new Aerostructures MRO facility in Florida
AerSale Corporation has opened a new, expanded Aerostructures MRO facility in Hialeah Gardens, Florida, tripling its previous capacity. This state-of-the-art facility features advanced equipment including a 40-ft heating oven and paint booth, enabling the company to handle larger wide-body aircraft components. The strategic location and enhanced capabilities reinforce AerSale's commitment to supporting the global aviation aftermarket with improved efficiency and turnaround times.
Inside AerSale's new 90,000-sq-ft repair hub between Miami and Fort Lauderdale
AerSale (NASDAQ: ASLE) has opened a new 90,000 sq. ft. Aerostructures MRO facility in Hialeah Gardens, Florida, significantly expanding its repair capabilities and capacity. This new facility is three times larger than its predecessor and is equipped to handle widebody aircraft components and engine nacelles, enhancing reliability and turnaround times. Strategically located between Miami and Fort Lauderdale airports, it aims to improve logistics for airlines in the Americas.
AerSale® Opens New 90,000 Sq. Ft. Aerostructures MRO Facility in Hialeah Gardens, FL
AerSale Corporation has announced the opening of its new 90,000 sq. ft. Aerostructures MRO facility in Hialeah Gardens, Florida, tripling its previous capacity. This state-of-the-art facility is equipped to handle larger widebody structures, including Boeing 777 and Airbus A330 components, and is strategically located between Miami and Fort Lauderdale airports. The expansion aims to enhance reliability, streamline workflow, and improve turn-times for customers in the global aviation aftermarket.
AerSale Opens New 90,000 Sq. Ft. Aerostructures MRO Facility in Hialeah Gardens, FL
AerSale Corporation has opened a new 90,000 sq. ft. Aerostructures MRO facility in Hialeah Gardens, Florida, tripling the size of its previous location. This expansion features state-of-the-art equipment to support larger widebody aircraft components and engines, enhancing capacity, reliability, and turn-times. The strategic location near Miami and Fort Lauderdale airports aims to better serve customers in the Americas and globally.
How Aersale Corporation (ASLE) Affects Rotational Strategy Timing
This article analyzes Aersale Corporation (ASLE) using AI models to determine its impact on rotational strategy timing. It highlights strong near and mid-term sentiment, a mid-channel oscillation pattern, and an exceptional risk-reward setup. The analysis provides specific trading strategies, including position trading, momentum breakout, and risk hedging, based on multi-timeframe signal analysis.
AerSale Stock: MRO Is The Change It Desperately Needs (NASDAQ:ASLE)
AerSale (ASLE) is shifting its focus towards Maintenance, Repair & Overhaul (MRO) opportunities to improve business predictability, moving away from its previously unsuccessful AerAware product. This pivot to recurring MRO and parts business is expected to boost EBITDA and gross margins, with new capacity potentially adding $50M in revenue by 2026. The author maintains a Buy rating despite a lowered price target due to adjusted EBITDA expectations and revenue variability from whole asset sales, noting elevated risk until MRO and parts sales fully scale.
New Strong Sell Stocks for May 22nd
Zacks Investment Research has identified three new stocks added to its Zacks Rank #5 (Strong Sell) List for May 22nd. These companies are AerSale Corporation (ASLE), Golden Ocean Group Limited (GOGL), and LCNB Corp. (LCNB). All three have seen significant downward revisions in their current year earnings estimates over the last 60 days.
Pizzi, AerSale CIO, sells $13.5k in shares
Enrique Pizzi, AerSale's CIO, sold 1,825 shares for $13,466, a transaction made to cover tax obligations from vested restricted stock units. Despite this insider sale, management has been actively buying back shares, and the company maintains strong financial health. AerSale recently reported Q3 2025 results below expectations and experienced a warehouse fire at its Roswell facility, the impact of which is currently being evaluated.
Pizzi, AerSale CIO, sells $13.5k in shares By Investing.com
AerSale Corp's CIO, Enrique Pizzi, sold 1,825 shares worth $13,466 to cover tax obligations from vested restricted stock units. Despite this insider sale, the company's stock has risen significantly, and management has been aggressively buying back shares. AerSale recently reported Q3 2025 financial results below expectations and disclosed a warehouse fire, adding to investor considerations.
Pizzi, AerSale CIO, sells $13.5k in shares By Investing.com
AerSale Corp's Chief Information Officer, Enrique Pizzi, sold 1,825 shares of common stock for $13,466 on January 8, 2026. This transaction was part of a pre-arranged Rule 10b5-1 trading plan to cover tax obligations from restricted stock unit vesting. Despite this sale, AerSale shows strong momentum with significant stock gains over the past year and six months, and Pro analysis suggests the stock is trading below its fair value.
Pizzi, AerSale CIO, sells $13.5k in shares By Investing.com
Enrique Pizzi, AerSale Corp's Chief Information Officer, sold 1,825 shares for $13,466 on January 8, 2026, as part of a Rule 10b5-1 trading plan to cover tax obligations. Despite the sale, AerSale stock has gained significantly, and InvestingPro analysis suggests it is trading below its fair value, with management actively buying back shares. The company recently reported disappointing Q3 2025 financial results and experienced a warehouse fire.
Why AerSale (ASLE) Stock Is Up Today
Shares of AerSale (ASLE) surged 4.8% after Truist Financial increased its price target on the company's shares to $8 from $6, while maintaining a "Hold" rating. Investors responded positively to this increased price target, signaling improved confidence in the company's future value. This follows a strong second quarter where AerSale exceeded analyst expectations for both revenue and earnings, with significant improvements in profitability and free cash flow.
AerSale Corp , 주당 9 센트의 수익 예상 - 실적 프리뷰
AerSale Corp (ASLE) is expected to report a decline in quarterly earnings, with an estimated revenue of $90.53 million for the period ending March 31, 2025. Analysts' average estimate is 9 cents earnings per share, down 89.1% year-over-year from $90.54 million. The stock currently holds an average analyst rating of "Buy," and the median 12-month target price is $8.00, higher than its last closing price of $7.00.
3 Insider-Favored Growth Companies To Consider
This article highlights three growth companies—AerSale (ASLE), Lifeway Foods (LWAY), and Vital Farms (VITL)—that exhibit high insider ownership, suggesting strong alignment between management and shareholder interests. Despite fluctuating market conditions as 2025 closes, these companies are identified as having significant earnings growth potential. The analysis delves into their operational segments, insider confidence, and growth forecasts, providing an investment perspective for those seeking companies with strong internal backing.
Aerospace Stocks Q3 Results: Benchmarking AerSale (NASDAQ:ASLE)
This article benchmarks AerSale's (NASDAQ:ASLE) Q3 performance against its peers in the aerospace sector, highlighting its significant revenue and operating income misses. While other companies like AAR and HEICO showed strong results, AerSale delivered the weakest performance. The article also provides a brief market update on economic factors and stock market performance.
