AerSale (ASLE) 주식 개요
AerSale Corporation은 전 세계 여객 및 화물 항공사, 리스 회사, 오리지널 장비 제조업체, 정부 및 방위 계약업체, 유지보수, 수리 및 정비 서비스 제공업체에 애프터마켓 상용 항공기, 엔진 및 그 부품을 제공합니다. 자세히 보기
ASLE Community Fair Values
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Analyst Price Targets
Capital Goods opportunity
AerSale Corporation 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$7.33 |
| 52주 최고가 | US$9.12 |
| 52주 최저가 | US$5.56 |
| 베타 | 0.28 |
| 1개월 변동 | 15.80% |
| 3개월 변동 | -1.61% |
| 1년 변동 | 18.99% |
| 3년 변동 | -52.62% |
| 5년 변동 | -34.44% |
| IPO 이후 변동 | -24.28% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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).Recent updates
내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새 내러티브 • 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.분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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.Seeking Alpha • Aug 15
On 1,000 Seeking Alpha Articles
Evergreen Articles. Best Ideas. Readers react. Thank you, David Jackson and Seeking Alpha, for publishing my articles over the past decade. On your site, I met a future colleague, launched Sifting the World, disclosed billions of dollars of trades, went activist on three banks (two of which subsequently sold at premiums), and twice offered million dollar bets that I would have won (politely rejected by Warren Buffett and ignored by Kathie Wood). Because I focus on M&A, most of my winners have been bought and delisted. The old saw about value investing is that it is buying $1 for $0.50; I add the caveat that I want to know when I’ll get that dollar. So, only a few of my ideas are timeless, but here are four worth looking back on. Evergreen Articles Texas Hold 'Em Tournaments And Value Investing It can be lucrative to know how to detect deception. Poker and investing are both about decisions amidst risk and uncertainty, played out in real time. Liquidity-constrained counterparties make the best opponents. 8 Steps To Secure Your Financial Future Recently, a decorated veteran asked for my help in thinking about his transition to civilian life. Here are the eight steps that I recommended in financially planning for civilian life. Anyone could take advantage of each of these eight steps. Sifting The World Launched -- Exclusive Research From Chris DeMuth Jr Sifting the World is an exclusive research service for value and event driven investors. The membership window is open and will close once there are 1,000 members. The goal is to build a community of investors seeking a high level of expected value and communication about event driven ideas. Hedges For 2021's Reopening What are they? How and why. Kick ‘em when they’re down. Best Ideas Each December, I offer Sifting the World members a sneak peek at our best idea for the following year. My goal is to offer something so good – and to keep them updated with developments in real time – that this single idea is worth the entire membership dues. WOW! Worth more than double today’s share price. Costs under $7 but could rebound towards its $17 IPO. One specific reason for WOW’s undervaluation.주주 수익률
| ASLE | US Aerospace & Defense | US 시장 | |
|---|---|---|---|
| 7D | 9.1% | 4.2% | 3.2% |
| 1Y | 19.0% | 37.0% | 31.0% |
수익률 대 산업: ASLE은 지난 1년 동안 37%의 수익을 기록한 US Aerospace & Defense 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: ASLE은 지난 1년 동안 31%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| ASLE volatility | |
|---|---|
| ASLE Average Weekly Movement | 5.5% |
| Aerospace & Defense Industry Average Movement | 8.8% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: ASLE는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: ASLE의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2008 | 704 | Nick Finazzo | www.aersale.com |
에어세일 코퍼레이션은 전 세계 여객 및 화물 항공사, 리스 회사, 오리지널 장비 제조업체, 정부 및 방위 계약업체, 유지보수, 수리 및 정비 서비스 제공업체에 애프터마켓 상용 항공기, 엔진 및 그 부품을 제공합니다. 이 회사는 자산 관리 솔루션과 기술 운영(TechOps)의 두 부문으로 운영됩니다. 자산 관리 솔루션 부문은 항공기, 엔진, 기체의 판매 및 임대는 물론 이러한 자산을 분해하여 구성 부품을 공급합니다.
AerSale Corporation 기초 지표 요약
| ASLE 기초 통계 | |
|---|---|
| 시가총액 | US$345.42m |
| 순이익 (TTM) | US$8.58m |
| 매출 (TTM) | US$335.29m |
40.4x
주가수익비율(P/E)1.0x
주가매출비율(P/S)ASLE는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| ASLE 손익계산서 (TTM) | |
|---|---|
| 매출 | US$335.29m |
| 매출원가 | US$229.51m |
| 총이익 | US$105.77m |
| 기타 비용 | US$97.20m |
| 순이익 | US$8.58m |
최근 보고된 실적
Dec 31, 2025
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 0.18 |
| 총이익률 | 31.55% |
| 순이익률 | 2.56% |
| 부채/자본 비율 | 26.5% |
ASLE의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/07 18:21 |
| 종가 | 2026/05/07 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
AerSale Corporation는 3명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Kenneth Herbert | RBC Capital Markets |
| Bert Subin | Stifel, Equities Research |
| Michael Ciarmoli | Truist Securities |