Lumida
/ASLE
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AerSale Corp

AerSale Corp

ASLE
$6.05USD↑+0.17%+0.01 today

MARKET CAP

285.9M

P/E (TTM)

15.1x

FWD P/E

6.5x

DAY RANGE

$6 – $6

52W RANGE

$6
$9

AI Summary

Stalk
Buy NowMedium

ASLE has decisively cleared and accepted above the 200 DMA on strong volume, shifting into a medium-term bullish phase. Price has since retraced into the rising 9/21 EMA band within the recent consolidation range, offering a favorable entry zone. Short-term conditions now favor execution on this pullback, while the longer-term downtrend remains intact, moderating structural conviction.

  • ↑Leasing revenue surged 57.9% YoY, driven by robust freighter demand
  • ↑Adjusted EBITDA rose 131.9% to $7.4M, reflecting operational efficiency
  • ↓Total revenue fell 27% YoY to $65.8M, missing estimates
Full analysis →

The case for & against

Bull & Bear analysis

Bearish

AerSale Corporation (NASDAQ: ASLE) operates within the aerospace sector, specializing in asset management and MRO (Maintenance, Repair, and Overhaul) services to commercial aviation. The company has carved out a notable position, focusing on the growing demand for used serviceable materials (USM) and enhancing its leasing capabilities to foster consistent revenue streams. With an emphasis on leasing aircraft and expanding its footprint amid evolving industry demands, AerSale is strategically positioned to capitalize on the ongoing recovery in the aviation sector.

Bull says

  • ↑Leasing revenue surged 57.9% YoY, driven by robust freighter demand
  • ↑Adjusted EBITDA rose 131.9% to $7.4M, reflecting operational efficiency
  • ↑Liquidity of $41.8M at quarter-end supports growth initiatives
  • ↑MRO segment poised for margin improvement as utilization increases
  • ↑Shift to service-oriented model may stabilize revenue volatility
  • ↑Attractive book-to-price ratio (1.24) and 0.22% dividend yield

Bear says

  • ↓Total revenue fell 27% YoY to $65.8M, missing estimates
  • ↓Low earnings yield and negative earnings revisions signal caution
  • ↓High training costs and start-up inefficiencies pressured margins
  • ↓Leverage risk elevated amid debt levels and higher rates
  • ↓Negative momentum and elevated stock volatility heighten downside
  • ↓Short interest rising, reflecting bearish investor sentiment

Investment themes with ASLE

Buybacks↑ +0.48%

Companies repurchasing their own shares

C · JCI · WFC

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-10-2026bullish

Transcript signals

Bull points

  • First quarter revenue was $70.6 million, an increase of 7.4% from the prior year period.
  • Adjusted EBITDA also increased by $4.2 million or 131.9% to $7.4 million from the prior year period.
  • We continue to engage in discussions with potential customers as increased demand for cargo continues to make us bullish on deploying the remaining four 757 freighters we converted in 2026.

Bear points

  • Partially offsetting the increased leasing revenue was a decrease in USM sales resulting from the internal consumption of engine material for our own engine builds.
  • As expected, when ramping up operations at new facilities, we incurred incremental training costs and early-stage operating inefficiencies that created margin pressure during the quarter.
  • Net loss for the first quarter was $3.5 million, compared to a net loss of $5.3 million in the prior year period.
Read full transcript analysis ›