AerSale Past Earnings Performance
Past criteria checks 1/6
AerSale's earnings have been declining at an average annual rate of -45.3%, while the Aerospace & Defense industry saw earnings growing at 20.1% annually. Revenues have been growing at an average rate of 1.6% per year. AerSale's return on equity is 2.5%, and it has net margins of 3.1%.
Key information
-45.26%
Earnings growth rate
-58.93%
EPS growth rate
| Aerospace & Defense Industry Growth | 5.38% |
| Revenue growth rate | 1.61% |
| Return on equity | 2.46% |
| Net Margin | 3.06% |
| Last Earnings Update | 31 Mar 2026 |
Recent past performance updates
Recent updates
Narrative Update • 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.Analysis Article • 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...Narrative Update • 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).Narrative Update • 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).Narrative Update • 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.Narrative Update • 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).Narrative Update • 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).Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Analysis Article • 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...Narrative Update • 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.Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...
New Narrative • 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.Analysis Article • 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 AlphaAnalysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Revenue & Expenses Breakdown
Revenue & Expenses Breakdown
How AerSale makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 31 Mar 26 | 340 | 10 | 88 | 0 |
| 31 Dec 25 | 335 | 9 | 90 | 0 |
| 30 Sep 25 | 339 | 6 | 91 | 0 |
| 30 Jun 25 | 351 | 7 | 94 | 0 |
| 31 Mar 25 | 320 | -6 | 95 | 0 |
| 31 Dec 24 | 345 | 6 | 94 | 0 |
| 30 Sep 24 | 345 | 0 | 95 | 0 |
| 30 Jun 24 | 355 | 0 | 99 | 0 |
| 31 Mar 24 | 347 | 1 | 102 | 0 |
| 31 Dec 23 | 335 | -6 | 103 | 0 |
| 30 Sep 23 | 335 | 6 | 103 | 0 |
| 30 Jun 23 | 294 | -3 | 101 | 0 |
| 31 Mar 23 | 364 | 27 | 98 | 0 |
| 31 Dec 22 | 409 | 44 | 96 | 0 |
| 30 Sep 22 | 430 | 46 | 96 | 0 |
| 30 Jun 22 | 452 | 53 | 94 | 0 |
| 31 Mar 22 | 405 | 43 | 88 | 0 |
| 31 Dec 21 | 340 | 36 | 77 | 0 |
| 30 Sep 21 | 273 | 25 | 68 | 0 |
| 30 Jun 21 | 257 | 42 | 59 | 0 |
| 31 Mar 21 | 210 | 17 | 56 | 0 |
| 31 Dec 20 | 209 | 8 | 56 | 0 |
| 30 Sep 20 | 280 | 9 | 58 | 0 |
| 30 Jun 20 | 291 | -10 | 60 | 0 |
| 31 Mar 20 | 304 | -10 | 60 | 0 |
| 31 Dec 19 | 304 | -19 | 60 | 0 |
| 30 Sep 19 | 243 | -25 | 54 | 0 |
| 31 Dec 18 | 291 | -46 | 47 | 0 |
| 31 Dec 17 | 175 | -32 | 46 | 0 |
Quality Earnings: ASLE has a large one-off gain of $2.7M impacting its last 12 months of financial results to 31st March, 2026.
Growing Profit Margin: ASLE became profitable in the past.
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: ASLE's earnings have declined by 45.3% per year over the past 5 years.
Accelerating Growth: ASLE has become profitable in the last year, making the earnings growth rate difficult to compare to its 5-year average.
Earnings vs Industry: ASLE has become profitable in the last year, making it difficult to compare its past year earnings growth to the Aerospace & Defense industry (23.6%).
Return on Equity
High ROE: ASLE's Return on Equity (2.5%) is considered low.
Return on Assets
Return on Capital Employed
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/26 09:16 |
| End of Day Share Price | 2026/05/22 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
AerSale Corporation is covered by 3 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Kenneth Herbert | RBC Capital Markets |
| Bert Subin | Stifel, Equities Research |
| Michael Ciarmoli | Truist Securities |