AerSale: MRO Growth Must Overcome Poor Execution

AerSale remains a high-risk buy with a revised price target of $8.33–$9.36, reflecting discounted upside due to poor execution. Q2 results showed sharply lower revenue and EBITDA, driven by absent flight equipment sales and underutilized MRO capacity, highlighting execution and timing risks. ASLE pivots to recurring lease and MRO revenue, but margin improvement and cash conversion from its asset base are essential for future upside.

Seeking Alpha • Aug 9, 2026

AerSale Corporation (ASLE) Q2 2026 Earnings Call Transcript

AerSale Corporation (ASLE) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 7, 2026

Companies scoff at airlines' cheapest business class tickets. 'The real value is flexibility'

Companies are weighing what to do with airlines' new, restrictive business- and premium-economy tickets. Many companies blocked their corporate travelers from booking restrictive basic economy tickets about a decade ago so employees wouldn't get stuck without the ability to change their flights.

CNBC • Aug 7, 2026

AerSale Q2 Earnings Call Highlights

AerSale NASDAQ: ASLE reported second-quarter revenue and adjusted EBITDA that declined from a year earlier, primarily because the company did not record any flight equipment sales during the period. Management said it expects a stronger second half as it monetizes inventory, expands leasing activity and increases utilization at its maintenance facilities.

MarketBeat • Aug 6, 2026

AerSale® Announces Date for Second Quarter 2026 Earnings Release Conference Call

MIAMI, July 24, 2026 (GLOBE NEWSWIRE) -- AerSale Corporation (NASDAQ: ASLE) (the “Company”), announced today that it will release its earnings results for the second quarter ended June 30, 2026, on Thursday, August 6, 2026, after the market closes. The Company will host a conference call on the same day at 4:30 pm Eastern Time to discuss the results.

GlobeNewsWire • Jul 24, 2026

AerSale Says Aging Fleets, Engine Shortages Keep Aviation Aftermarket Demand Strong

AerSale NASDAQ: ASLE Chief Financial Officer Martin Garmendia said the aviation aftermarket remains supported by aging fleets, strong passenger demand and supply chain constraints that are extending the service lives of existing aircraft.

MarketBeat • May 28, 2026

AerSale Announces Participation at the 2026 Jefferies Aftermarket MRO Virtual Summit

MIAMI, May 21, 2026 (GLOBE NEWSWIRE) -- AerSale Corporation (NASDAQ: ASLE) (the “Company”), today announced that the Company's Chief Financial Officer, Martin Garmendia will present at the 2026 Jefferies Aftermarket MRO Virtual Summit on Thursday, May 28, 2026 at 12:10 pm ET, as well as host investor meetings.

GlobeNewsWire • May 21, 2026

Aersale Corporation: Pivoting To Recurring Revenue

ASLE trades at a 33% discount relative to book value, reflecting a lagging market sentiment on improving fundamentals. The decline in whole asset sales on a relative basis is masking the significant growth the firm is witnessing with strong USM demand, high leasing rates, and MRO capacity expansion. Despite the stock being undervalued, the debt levels pose an earnings risk due to interest expenses increasing significantly.

Seeking Alpha • May 21, 2026

AerSale Corporation (ASLE) Q1 2026 Earnings Call Transcript

AerSale Corporation (ASLE) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 8, 2026

AerSale Reports First Quarter 2026 Results

First Quarter 2026  Highlights Revenue of $70.6 million versus $65.8 million in the prior year period Net loss of $3.5 million versus net loss of $5.3 million in the prior year period Adjusted net income1 of $0.1 million versus adjusted net loss of $2.7 million in the prior year period Adjusted EBITDA1 of $7.4 million versus adjusted EBITDA of $3.2 million in the prior year period Feedstock acquisitions of $25.1 million versus $43.4 million in the prior year period Inventory of $369.5 million Aircraft and engines held for lease2 of $121.5 million MIAMI, May 07, 2026 (GLOBE NEWSWIRE) -- AerSale Corporation (Nasdaq: ASLE) (“AerSale” or the “Company”) today reported first quarter 2026 financial results.                         (in thousands, except per-share amount)     (Unaudited)     Three Months Ended March 31,     2026     2025     Percent Change Total revenue   $ 70,614     $ 65,776     7.4   % Net loss     (3,450 )     (5,277 )   34.6   % Adjusted net income (loss)(1)     66       (2,665 )   102.5   % Adjusted EBITDA(1)     7,360       3,174     131.9   % Diluted loss per share     (0.07 )     (0.10 )   30.0   % Adjusted diluted earnings (loss) per share(1)     0.00       (0.05 )   100.0   % Feedstock acquisitions   $ 25,056     $ 43,439     (42.3 ) %                           First Quarter 2026 Results of Operations The Company's revenue for the first quarter of 2026 was $70.6 million, representing a 7.4% increase compared to $65.8 million in the first quarter of 2025, primarily driven by increased engine and B757 freighter leasing activity.

GlobeNewsWire • May 7, 2026