AerSale 将来の成長
Future 基準チェック /46
AerSaleは、50%と13.9%でそれぞれ年率50%で利益と収益が成長すると予測される一方、EPSはgrowで59.6%年率。
主要情報
50.0%
収益成長率
59.61%
EPS成長率
| Aerospace & Defense 収益成長 | 18.8% |
| 収益成長率 | 13.9% |
| 将来の株主資本利益率 | n/a |
| アナリストカバレッジ | Low |
| 最終更新日 | 06 Mar 2026 |
今後の成長に関する最新情報
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 • 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...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...Recent updates
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...
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...分析記事 • Nov 04
AerSale (NASDAQ:ASLE) Shareholders Will Want The ROCE Trajectory To Continue
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...Seeking Alpha • Aug 23
Final Boarding Call For Boeing Supplier AerSale
AerSale is ready for takeoff - this really is the final call. The existing business is debt free, profitable, growing and undervalued. AerSale will soon launch a new product, AerAware, which is probably worth more than the entire rest of the business is worth today. N30AS – The latest AerAware test plane. (ASLE) Overview Author AerSale is an aviation aftermarket products and services company. They optimize the value of mid-technology aircraft made by Boeing (BA) and Airbus (OTCPK:EADSF) (OTCPK:EADSY) and engines made by GE (GE), Rolls Royce (OTCPK:RYCEY) (OTCPK:RYCEF) (OTC:RLLCF) and Raytheon (RTX). Today, their customer mix is mainly private sector, though they have been growing their government customer base. Their market segment is underserved, inefficient, and fragmented. It's a regulated industry. Complex FAA regulations serve as a steep barrier to entry for new entrants without extensive experience with the regulators. This article is an update to an earlier write-up of the company on Seeking Alpha - AerSale Stock: A Boeing Vendor Worth $40. The company continues to meet or exceed expectations: Author The company is signaling they will imminently launch a transformational product – AerAware. This project suffered delays, primarily due to COVID. But these have passed and we’re now back on track. They will increase or beat guidance Last year, management comically low-balled their earnings guidance, handily meeting their full-year guidance in the third quarter before finally raising their full-year guidance. This year, they're doing it again. AerSale’s current 2022 adjusted EBITDA guidance is $80-$90 million. They already have printed $71 million during the first half of the year ($29.9 million in Q1 and $41.1 million in Q2). So to meet guidance, they only need to earn a total $9-$19 million over the next two quarters. Yet again, they’re on track to exceed their full-year guidance within the third (current) quarter. During the Q2 earnings call, management sensed they had a credibility issue with their guidance and suggested reduced flight equipment sales in H2 were anticipated: The implied reduction in performance in the second half as compared to the first half reflects an earlier than anticipated sale of our 747 400 freighter at the end of the second quarter, which was planned for the third quarter. Also deferral of two 757 aircraft to the 2023 third-party P2F conversion program in order to benefit from higher margin returns and consideration of the ongoing risks in the global economy. That’s nonsense. For this current quarter, AerSale already has got two aircraft sales in the bag and another on the way (vs. three in total for Q2). N260AS 757-200 P2F sold to Cargojet, delivered in July N186AN 757-200 P2F sold to YTO Cargo, delivered in July N188AN 757-200 P2F being converted at GYR, due soon From an accounting / reported earnings point of view, the Goodyear P2F will be a particularly good one because AerSale converted this freighter themselves and they defer recognizing revenue and associated margin for the work performed until the conversion is completed and the aircraft is sold. There also are a number of other 757s currently undergoing P2F conversion in China which should be completed and sold before the end of the year – N203UW, N204UW, N205UW and N176AA. Valens Research provides research to institutional clients. One of the offerings involves scanning earnings calls for verbal cues that management teams are lying. It's based on technology developed by the Israeli military. Valens analyzed the last two ASLE calls, particularly around the AerAware product. Regarding Flight Equipment Sales, Valens had this to say: Management was highly confident about their pipeline of flight equipment sales, including sales that were completed and in the pipeline, and how strong the opportunities they're seeing in the space are. In other words, if management were trying to convince an Israeli counterespionage agent that they weren’t confident about easily beating their full-year earnings guidance, that Israeli agent would probably call BS on management. New product launch – AerAware ASLE AerAware is a helmet mounted Enhanced Flight Vision System (EFVS) which AerSale is in the final stage of certifying with the FAA. This is proven state-of-the-art military technology. It’s the same platform as is deployed in the Joint Strike Fighter F-35. Nothing like it exists for commercial aircraft today. AerSale relied upon Universal/Elbit (ESLT) to conduct a software validation of the system. COVID/staffing/resourcing issues at Elbit delayed this validation by about a year and there was little AerSale could do about it. This roadblock has now passed and the validation is complete. Some quotes from the Q2 earnings call: Regarding AerAware, I'm pleased to announce that together with our partner Universal Avionics, a Elbit Systems subsidiary, we've completed the software validation process. This represents more than two years of engineering and development effort. And we're very excited to reach this important milestone. As we're nearing the commercialization phase of AerAware, we've stepped up our marketing efforts with airline operators and have received favorable feedback across the board. We've been hearing positive reviews about the system following our many demonstration flights, with pilots frequently noting that AerAware's advanced technology is decades ahead of anything existing today... As we believe final AerAware certification will be granted by the FAA in the near term, we are investing in our ability to begin delivering AerAware to our prospective customers. To that end, in July, we ordered $33 million of the AerAware components from Elbit Systems' subsidiary Universal Avionics, so that we can begin installations at the earliest time... I can't overstate how big a milestone we finished with our AerAware product. Finishing two years’ worth of engineering development and software validation is a big deal. The fact that we placed an order for $33 million worth of equipment, ought to give all of you a good idea how confident we are that we're going to have this system certified in the short run, and that we're going to have multiple number of customers that will be waiting to take that equipment. So we're in also -- we feel very optimistic and confident about our position vis-à-vis AerAware.業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 12/31/2027 | 438 | 29 | 41 | 52 | 2 |
| 12/31/2026 | 406 | 23 | 5 | 41 | 2 |
| 3/31/2026 | 340 | 10 | -14 | -4 | N/A |
| 12/31/2025 | 335 | 9 | -33 | -23 | N/A |
| 9/30/2025 | 339 | 6 | -18 | 3 | N/A |
| 6/30/2025 | 351 | 7 | 1 | 23 | N/A |
| 3/31/2025 | 320 | -6 | -42 | -13 | N/A |
| 12/31/2024 | 345 | 6 | -18 | 11 | N/A |
| 9/30/2024 | 345 | 0 | -51 | -32 | N/A |
| 6/30/2024 | 355 | 0 | -101 | -82 | N/A |
| 3/31/2024 | 347 | 1 | -147 | -133 | N/A |
| 12/31/2023 | 335 | -6 | -186 | -174 | N/A |
| 9/30/2023 | 335 | 6 | -175 | -166 | N/A |
| 6/30/2023 | 294 | -3 | -181 | -171 | N/A |
| 3/31/2023 | 364 | 27 | -121 | -106 | N/A |
| 12/31/2022 | 409 | 44 | -16 | 0 | N/A |
| 9/30/2022 | 430 | 46 | 34 | 50 | N/A |
| 6/30/2022 | 452 | 53 | 98 | 112 | N/A |
| 3/31/2022 | 405 | 43 | 131 | 136 | N/A |
| 12/31/2021 | 340 | 36 | 75 | 79 | N/A |
| 9/30/2021 | 273 | 25 | -11 | -6 | N/A |
| 6/30/2021 | 257 | 42 | -49 | -42 | N/A |
| 3/31/2021 | 210 | 17 | -54 | -48 | N/A |
| 12/31/2020 | 209 | 8 | -19 | -12 | N/A |
| 9/30/2020 | 280 | 9 | 69 | 76 | N/A |
| 6/30/2020 | 291 | -10 | 108 | 98 | N/A |
| 3/31/2020 | 304 | -10 | 68 | 83 | N/A |
| 12/31/2019 | 304 | -19 | N/A | 64 | N/A |
| 9/30/2019 | 243 | -25 | N/A | 9 | N/A |
| 12/31/2018 | 291 | -46 | N/A | 55 | N/A |
| 12/31/2017 | 175 | -32 | N/A | 53 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: ASLEの予測収益成長率 (年間50% ) は 貯蓄率 ( 3.5% ) を上回っています。
収益対市場: ASLEの収益 ( 50% ) はUS市場 ( 16.8% ) よりも速いペースで成長すると予測されています。
高成長収益: ASLEの収益は今後 3 年間で 大幅に 増加すると予想されています。
収益対市場: ASLEの収益 ( 13.9% ) US市場 ( 11.6% ) よりも速いペースで成長すると予測されています。
高い収益成長: ASLEの収益 ( 13.9% ) 20%よりも低い成長が予測されています。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: ASLEの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です
成長企業の発掘
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 | 2026/05/20 10:29 |
| 終値 | 2026/05/20 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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 2 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 Herbert | RBC Capital Markets |
| Bert Subin | Stifel, Equities Research |
| Michael Ciarmoli | Truist Securities |