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AerSale CorporationNasdaqCM:ASLE 株式レポート

時価総額 US$304.3m
株価
US$6.53
US$8
18.4% 割安 内在価値ディスカウント
1Y10.9%
7D0.5%
1D
ポートフォリオ価値
表示

AerSale Corporation

NasdaqCM:ASLE 株式レポート

時価総額:US$304.3m

AerSale(ASLE)株式概要

エアセール・コーポレーションは、世界中の旅客・貨物航空会社、リース会社、相手先ブランド製造会社、政府・防衛関連業者、整備・修理・オーバーホール業者に対し、アフターマーケットの民間航空機、エンジン、その部品を提供している。 詳細

ASLE ファンダメンタル分析
スノーフレーク・スコア
評価4/6
将来の成長4/6
過去の実績1/6
財務の健全性3/6
配当金0/6

ASLE Community Fair Values

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AerSale Corporation 競合他社

価格と性能

株価の高値、安値、推移の概要AerSale
過去の株価
現在の株価US$6.53
52週高値US$9.12
52週安値US$5.56
ベータ0.27
1ヶ月の変化4.65%
3ヶ月変化5.32%
1年変化10.87%
3年間の変化-55.34%
5年間の変化-47.59%
IPOからの変化-32.54%

最新ニュース

ナラティブの更新 Jun 22

ASLE: Central Asia Cargo Lease Will Support Future Upside Potential

Analysts have modestly adjusted their AerSale price target to reflect small updates to fair value, discount rate, revenue growth, profit margin, and forward P/E assumptions, resulting in a refined valuation level in dollar terms without a major shift in their overall view. What’s in the News for AerSale AerSale Corporation agreed to lease a Boeing 757-200 Precision Converted Freighter to Stratos Freight, an all-cargo airline based in Tashkent, Uzbekistan.
ナラティブの更新 Jun 05

ASLE: Central Asia Cargo Lease Will Support Future Upside Potential

Analysts have adjusted their price target on AerSale, citing updated assumptions for revenue growth, profit margins, the discount rate, and the future P/E. These factors together support a revised fair value estimate of $8.00 per share.
ナラティブの更新 May 20

ASLE: Central Asia Freight Lease Will Support Future Upside Potential

Analysts have adjusted their price target on AerSale to $8.00, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E. Together these factors point to a more finely tuned view of the stock's risk and earnings profile.
分析記事 May 15

AerSale (NASDAQ:ASLE) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Investors were disappointed with AerSale Corporation's ( NASDAQ:ASLE ) earnings, despite the strong profit numbers. We...
ナラティブの更新 May 01

ASLE: Cargo Lease To Central Asia Will Support Future Upside Potential

Analysts have trimmed their price target on AerSale to $8.00 from $8, reflecting slightly higher discount rate and P/E assumptions while keeping revenue growth and profit margin expectations broadly unchanged. What's in the News AerSale Corporation agreed to lease a Boeing 757-200 Precision Converted Freighter to Stratos Freight, an all cargo airline based in Tashkent, Uzbekistan (Key Developments).

Recent updates

ナラティブの更新 Jun 22

ASLE: Central Asia Cargo Lease Will Support Future Upside Potential

Analysts have modestly adjusted their AerSale price target to reflect small updates to fair value, discount rate, revenue growth, profit margin, and forward P/E assumptions, resulting in a refined valuation level in dollar terms without a major shift in their overall view. What’s in the News for AerSale AerSale Corporation agreed to lease a Boeing 757-200 Precision Converted Freighter to Stratos Freight, an all-cargo airline based in Tashkent, Uzbekistan.
ナラティブの更新 Jun 05

ASLE: Central Asia Cargo Lease Will Support Future Upside Potential

Analysts have adjusted their price target on AerSale, citing updated assumptions for revenue growth, profit margins, the discount rate, and the future P/E. These factors together support a revised fair value estimate of $8.00 per share.
ナラティブの更新 May 20

ASLE: Central Asia Freight Lease Will Support Future Upside Potential

Analysts have adjusted their price target on AerSale to $8.00, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E. Together these factors point to a more finely tuned view of the stock's risk and earnings profile.
分析記事 May 15

AerSale (NASDAQ:ASLE) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Investors were disappointed with AerSale Corporation's ( NASDAQ:ASLE ) earnings, despite the strong profit numbers. We...
ナラティブの更新 May 01

ASLE: Cargo Lease To Central Asia Will Support Future Upside Potential

Analysts have trimmed their price target on AerSale to $8.00 from $8, reflecting slightly higher discount rate and P/E assumptions while keeping revenue growth and profit margin expectations broadly unchanged. What's in the News AerSale Corporation agreed to lease a Boeing 757-200 Precision Converted Freighter to Stratos Freight, an all cargo airline based in Tashkent, Uzbekistan (Key Developments).
ナラティブの更新 Apr 17

ASLE: Cargo Leasing Expansion Will Support Future Upside Potential

Analysts have nudged their AerSale price target to a new $ value, reflecting modest tweaks to assumptions around the discount rate, revenue growth, profit margin and future P/E, while keeping the overall fair value view broadly unchanged. What's in the News AerSale leased a Boeing 757-200 Precision Converted Freighter to Stratos Freight, an all cargo airline based in Tashkent, Uzbekistan, to support scheduled and charter operations across Central Asia and nearby trade routes (Key Developments).
ナラティブの更新 Apr 02

ASLE: Expanded MRO And Freighter Leasing Will Support Future Upside Potential

Analysts have adjusted their price target on AerSale slightly to align it with a fair value of $8.00. This reflects modest changes to assumptions about the discount rate, revenue growth, profit margin, and future P/E ratio that refine their overall view.
ナラティブの更新 Mar 19

ASLE: Expanded MRO Footprint Will Drive Future Upside Potential

Analysts have slightly adjusted their price target on AerSale, citing updated views on discount rates, revenue growth, profit margins, and future P/E assumptions that together support a modest refinement in their valuation outlook. What's in the News AerSale opened a new Aerostructures MRO facility in Hialeah Gardens, Florida, replacing its prior Medley, Florida operation and signaling a larger physical footprint for its maintenance activities (Key Developments).
ナラティブの更新 Mar 05

ASLE: Fair Value View Will Rely On New Aerostructures MRO Capacity

Narrative Update on AerSale Analysts have kept their AerSale valuation broadly in line with prior work, with modest tweaks to fair value and discount rate contributing to a small adjustment to their overall price target in dollar terms as they refine assumptions around long term revenue, profit margins and future P/E multiples. What's in the News AerSale opened a new Aerostructures MRO facility in Hialeah Gardens, Florida, replacing its Medley site with a location that is roughly three times larger at just under 90,000 square feet, aimed at increasing throughput and available capacity (Key Developments).
ナラティブの更新 Feb 18

ASLE: Fair Value View Will Rely On Expanded Aerostructures MRO Capacity

Analysts have revised their AerSale price target to reflect updated fair value and discount rate inputs, along with a revised future P/E assumption. The new target is $8.00.
ナラティブの更新 Feb 04

ASLE: Fair Value View Will Depend On New MRO Capacity Assumptions

Analysts have kept their price target on AerSale broadly in line with prior views, making only small adjustments to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions, rather than implementing any major change in the company outlook. What's in the News AerSale opened a new Aerostructures MRO facility in Hialeah Gardens, Florida, replacing its prior Medley, Florida operation with a larger site focused on structural repair services.
ナラティブの更新 Jan 20

ASLE: Fair Value View Will Rely On Margin And Revenue Assumptions

Analysts have nudged their price target on AerSale modestly higher to reflect updated assumptions around slightly stronger revenue growth, profit margins, and fair value estimates, while keeping the forward P/E view broadly in line with prior expectations. Valuation Changes Fair Value: The model fair value estimate has moved from 7.0x to 8.0x, indicating a modestly higher implied multiple.
分析記事 Oct 13

These 4 Measures Indicate That AerSale (NASDAQ:ASLE) Is Using Debt Extensively

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Aug 20

AerSale Corporation's (NASDAQ:ASLE) Shares Leap 53% Yet They're Still Not Telling The Full Story

NasdaqCM:ASLE 1 Year Share Price vs Fair Value Explore AerSale's Fair Values from the Community and select yours The...
ナラティブの更新 Aug 08

Aging Fleets And MRO Expansion Will Define Mixed Outcomes

AerSale's fair value outlook has improved due to notable upgrades in both revenue growth and net profit margin forecasts, driving the consensus analyst price target up from $6.50 to $7.00. What's in the News AerSale Corporation added to Russell 2000 Value-Defensive Index.
分析記事 May 09

AerSale Corporation Just Reported A Surprise Loss: Here's What Analysts Think Will Happen Next

There's been a notable change in appetite for AerSale Corporation ( NASDAQ:ASLE ) shares in the week since its...
分析記事 Apr 01

Investors Continue Waiting On Sidelines For AerSale Corporation (NASDAQ:ASLE)

You may think that with a price-to-sales (or "P/S") ratio of 1.2x AerSale Corporation ( NASDAQ:ASLE ) is a stock worth...
分析記事 Mar 09

AerSale Corporation Just Beat EPS By 22%: Here's What Analysts Think Will Happen Next

It's been a pretty great week for AerSale Corporation ( NASDAQ:ASLE ) shareholders, with its shares surging 18% to...
User avatar
新しいナラティブ Feb 17

AerAware's Flight Vision System Expected To Offer High Margins Upon Market Acceptance

Expansion of the lease pool and MRO facilities is anticipated to drive stable revenue growth and improved net margins.
分析記事 Nov 10

AerSale Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

The analysts might have been a bit too bullish on AerSale Corporation ( NASDAQ:ASLE ), given that the company fell...
Seeking Alpha Aug 21

Why I'm Trimming My AerSale Stock Price Target By More Than 30%

Summary 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. Read the full article on Seeking Alpha
分析記事 Jul 18

Investors Aren't Entirely Convinced By AerSale Corporation's (NASDAQ:ASLE) Revenues

When close to half the companies operating in the Aerospace & Defense industry in the United States have price-to-sales...
分析記事 May 01

Does AerSale (NASDAQ:ASLE) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Mar 14

Investors Give AerSale Corporation (NASDAQ:ASLE) Shares A 29% Hiding

Unfortunately for some shareholders, the AerSale Corporation ( NASDAQ:ASLE ) share price has dived 29% in the last...
分析記事 Jan 04

AerSale Corporation (NASDAQ:ASLE) Might Not Be As Mispriced As It Looks

There wouldn't be many who think AerSale Corporation's ( NASDAQ:ASLE ) price-to-sales (or "P/S") ratio of 1.8x is worth...
分析記事 Oct 11

Is There An Opportunity With AerSale Corporation's (NASDAQ:ASLE) 43% Undervaluation?

Key Insights The projected fair value for AerSale is US$28.14 based on 2 Stage Free Cash Flow to Equity AerSale's...
分析記事 Mar 31

AerSale (NASDAQ:ASLE) Shareholders Will Want The ROCE Trajectory To Continue

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 Mar 10

Results: AerSale Corporation Beat Earnings Expectations And Analysts Now Have New Forecasts

It's been a mediocre week for AerSale Corporation ( NASDAQ:ASLE ) shareholders, with the stock dropping 17% to US$17.12...

株主還元

ASLEUS Aerospace & DefenseUS 市場
7D0.5%-2.0%-2.3%
1Y10.9%28.2%21.2%

業界別リターン: ASLE過去 1 年間で28.2 % の収益を上げたUS Aerospace & Defense業界を下回りました。

リターン対市場: ASLEは、過去 1 年間で21.2 % のリターンを上げたUS市場を下回りました。

価格変動

Is ASLE's price volatile compared to industry and market?
ASLE volatility
ASLE Average Weekly Movement5.4%
Aerospace & Defense Industry Average Movement9.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.7%
10% least volatile stocks in US Market3.1%

安定した株価: ASLE 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: ASLEの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
2008704Nick Finazzowww.aersale.com

エアセール・コーポレーションは、世界中の旅客・貨物航空会社、リース会社、相手先商標製品製造会社、政府・防衛関連請負業者、整備・修理・オーバーホール業者に対し、アフターマーケットの民間航空機、エンジン、その部品を提供している。アセットマネジメント・ソリューションとテクニカル・オペレーション(TechOps)の2つのセグメントで事業を展開している。アセット・マネジメント・ソリューションズ部門は、航空機、エンジン、機体の販売とリース、およびこれらの資産を分解して構成部品を製造する業務を行っている。TechOps部門は、自社開発したエンジニアリング・ソリューション、重機整備・改造、部品MRO、および使用済み部品の解体サービスを含む、社内および第三者による航空サービスを提供している。このセグメントでは、航空機の改造、貨物機やタンカーの改造、航空機の保管、着陸装置、スラストリバーサー、油圧システム、その他の航空機部品のMROサービスを提供している。エアセール・コーポレーションは2008年に設立され、フロリダ州ドラルに本社を置いている。

AerSale Corporation 基礎のまとめ

AerSale の収益と売上を時価総額と比較するとどうか。
ASLE 基礎統計学
時価総額US$304.31m
収益(TTM)US$10.40m
売上高(TTM)US$340.12m
29.7x
PER(株価収益率
0.9x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
ASLE 損益計算書(TTM)
収益US$340.12m
売上原価US$233.43m
売上総利益US$106.69m
その他の費用US$96.29m
収益US$10.40m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)0.22
グロス・マージン31.37%
純利益率3.06%
有利子負債/自己資本比率33.1%

ASLE の長期的なパフォーマンスは?

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/24 23:12
終値2026/06/24 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

AerSale Corporation 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3

アナリスト機関
Kenneth HerbertRBC Capital Markets
Bert SubinStifel, Equities Research
Michael CiarmoliTruist Securities