AerSale Corporation

NasdaqCM:ASLE 주식 리포트

시가총액: US$285.4m

AerSale 과거 순이익 실적

과거 기준 점검 1/6

AerSale의 수입은 연평균 -45.3%의 비율로 감소해 온 반면, Aerospace & Defense 산업은 수입이 연평균 20.1% 증가했습니다. 매출은 연평균 1.6%의 비율로 증가해 왔습니다. AerSale의 자기자본이익률은 2.5%이고 순이익률은 3.1%입니다.

핵심 정보

-45.26%

순이익 성장률

-58.93%

주당순이익(EPS) 성장률

Aerospace & Defense 산업 성장률5.38%
매출 성장률1.61%
자기자본이익률2.46%
순이익률3.06%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

분석 기사 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...

Recent updates

내러티브 업데이트 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.
분석 기사 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...
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...
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새로운 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 Alpha
분석 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...

매출 및 비용 세부 내역

AerSale가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqCM:ASLE 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 2634010880
31 Dec 253359900
30 Sep 253396910
30 Jun 253517940
31 Mar 25320-6950
31 Dec 243456940
30 Sep 243450950
30 Jun 243550990
31 Mar 2434711020
31 Dec 23335-61030
30 Sep 2333561030
30 Jun 23294-31010
31 Mar 2336427980
31 Dec 2240944960
30 Sep 2243046960
30 Jun 2245253940
31 Mar 2240543880
31 Dec 2134036770
30 Sep 2127325680
30 Jun 2125742590
31 Mar 2121017560
31 Dec 202098560
30 Sep 202809580
30 Jun 20291-10600
31 Mar 20304-10600
31 Dec 19304-19600
30 Sep 19243-25540
31 Dec 18291-46470
31 Dec 17175-32460

양질의 수익: ASLE는 $2.7M 규모의 큰 일회성 이익이 있어 31st March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.

이익 마진 증가: ASLE는 과거에 흑자전환했습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: ASLE의 수익은 지난 5년 동안 연평균 45.3% 감소했습니다.

성장 가속화: ASLE는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.

수익 대 산업: ASLE는 지난해 흑자전환하여 지난 해 수익 성장률을 Aerospace & Defense 업계(23.6%)와 비교하기 어렵습니다.


자기자본이익률

높은 ROE: ASLE의 자본 수익률(2.5%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 14:06
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

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패키지데이터기간미국 소스 예시 *
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시장 가격30년
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경영진10년
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분석가 소스

AerSale Corporation는 3명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Kenneth HerbertRBC Capital Markets
Bert SubinStifel, Equities Research
Michael CiarmoliTruist Securities