AerSale Corporation (ASLE) Receives a Buy from Truist Financial
Analyst Rating: Michael Ciarmoli from Truist Financial has maintained a Buy rating on AerSale Corporation (ASLE) with a price target of $8.00, reflecting a Moderate Buy consensus among analysts.
Financial Performance: AerSale reported quarterly revenue of $82.68 million and a net profit of $509 thousand for the quarter ending September 30, showing improvement compared to last year's revenue of $92.48 million and a GAAP net loss.
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AerSale Expands to 90,000 Sq. Ft. MRO Facility
- Facility Expansion: AerSale's new Aerostructures MRO facility in Hialeah Gardens, Florida, spans 90,000 square feet, three times larger than the previous Medley location, significantly enhancing production capacity and efficiency to meet the growing demands of the aviation market.
- Advanced Equipment Investment: The new facility is equipped with state-of-the-art heating ovens, paint booths, and sanding booths capable of handling larger components like Boeing 777 and Airbus A330 airframes, improving repair reliability and turnaround times, thereby increasing customer satisfaction.
- Strategic Location Advantage: Located between Miami International Airport and Fort Lauderdale-Hollywood International Airport, the Hialeah Gardens facility offers logistical advantages for airlines and operators, optimizing service efficiency and further solidifying AerSale's competitive position in the Americas.
- Business Growth Potential: CEO Nicolas Finazzo stated that this expansion not only enhances the company's MRO capabilities but also lays the groundwork to meet evolving fleet demands, demonstrating AerSale's ongoing commitment to investing in infrastructure and technology.
AerSale sets $25M MRO revenue goal for 2026 and grows recurring lease portfolio
Management Insights: AerSale Corporation reported Q3 2025 revenue of $71.2 million, a decline attributed to the absence of engine or aircraft sales, but overall business grew 18.5% driven by leasing revenue and strong inventory. Adjusted EBITDA improved to $9.5 million, reflecting better margins from leasing and cost control efforts.
Strategic Shift: The company is focusing on recurring leasing revenue, balancing whole asset transactions with leased assets. Management expressed optimism about the 757 passenger to freighter conversion program and the completion of new MRO facilities, which are expected to drive revenue growth in 2026 and beyond.
Financial Performance: Q3 gross margin increased to 30.2%, with operating income at $2.9 million and a net loss of $0.1 million. The company ended the quarter with $58.9 million in liquidity, including cash and available credit.
Analyst Sentiment and Risks: Analysts displayed optimism regarding growth and operational execution, shifting focus from cost control to recurring revenue. However, challenges include limited supply of attractively priced feedstock and long engine repair turnaround times, alongside uncertainties related to regulatory deadlines for AerSafe.
Truist Securities Keeps Hold Rating on AerSale and Increases Price Target to $7
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Monitoring AerSale: Increased Trading Volume as Investors Discuss Zacks' Stock Picks Under $10
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AerSale® Names Paul Hechenberger as Senior Vice President, General Counsel, and Corporate Secretary
New Appointment: AerSale has appointed Paul Hechenberger as Senior Vice President, General Counsel & Corporate Secretary.
Experience and Background: Hechenberger brings over 40 years of legal and aerospace experience, having held various leadership roles in companies such as iAero Group and Spirit AeroSystems.
Military Service: He is a U.S. Navy veteran, retiring as a Captain after 30 years of service, and holds multiple degrees including a Juris Doctor.
Company Overview: AerSale specializes in providing aftermarket services and products for large jets, aiming to help aircraft owners save on operation and maintenance costs.
New Strong Sell Stocks for June 4th
Stocks Added to Zacks Rank #5 List: Three stocks, AerSale (ASLE), Astrana Health, Inc. (ASTH), and AG Mortgage Investment Trust (MITT), have been added to the Zacks Rank #5 (Strong Sell) List due to significant downward revisions in their earnings estimates over the past 60 days.
Investment Opportunities: Despite being ranked as strong sells, these stocks were selected by Zacks experts for their potential to gain over 100% in 2024, highlighting an opportunity for investors to capitalize on lesser-known stocks that may yield high returns.
AerSale Expands to 90,000 Sq. Ft. MRO Facility
- Facility Expansion: AerSale's new Aerostructures MRO facility in Hialeah Gardens, Florida, spans 90,000 square feet, three times larger than the previous Medley location, significantly enhancing production capacity and efficiency to meet the growing demands of the aviation market.
- Advanced Equipment Investment: The new facility is equipped with state-of-the-art heating ovens, paint booths, and sanding booths capable of handling larger components like Boeing 777 and Airbus A330 airframes, improving repair reliability and turnaround times, thereby increasing customer satisfaction.
- Strategic Location Advantage: Located between Miami International Airport and Fort Lauderdale-Hollywood International Airport, the Hialeah Gardens facility offers logistical advantages for airlines and operators, optimizing service efficiency and further solidifying AerSale's competitive position in the Americas.
- Business Growth Potential: CEO Nicolas Finazzo stated that this expansion not only enhances the company's MRO capabilities but also lays the groundwork to meet evolving fleet demands, demonstrating AerSale's ongoing commitment to investing in infrastructure and technology.
AerSale sets $25M MRO revenue goal for 2026 and grows recurring lease portfolio
Management Insights: AerSale Corporation reported Q3 2025 revenue of $71.2 million, a decline attributed to the absence of engine or aircraft sales, but overall business grew 18.5% driven by leasing revenue and strong inventory. Adjusted EBITDA improved to $9.5 million, reflecting better margins from leasing and cost control efforts.
Strategic Shift: The company is focusing on recurring leasing revenue, balancing whole asset transactions with leased assets. Management expressed optimism about the 757 passenger to freighter conversion program and the completion of new MRO facilities, which are expected to drive revenue growth in 2026 and beyond.
Financial Performance: Q3 gross margin increased to 30.2%, with operating income at $2.9 million and a net loss of $0.1 million. The company ended the quarter with $58.9 million in liquidity, including cash and available credit.
Analyst Sentiment and Risks: Analysts displayed optimism regarding growth and operational execution, shifting focus from cost control to recurring revenue. However, challenges include limited supply of attractively priced feedstock and long engine repair turnaround times, alongside uncertainties related to regulatory deadlines for AerSafe.
Truist Securities Keeps Hold Rating on AerSale and Increases Price Target to $7
Real-time Intelligence: Benzinga Pro offers the fastest news alerts to help traders stay informed and make timely decisions in the stock market.
Community of Traders: Over 10,000 serious traders are part of the Benzinga Pro community, benefiting from exclusive stories and insights provided by Benzinga reporters.
Monitoring AerSale: Increased Trading Volume as Investors Discuss Zacks' Stock Picks Under $10
Real-time Intelligence: Benzinga Pro offers the fastest news alerts to help traders stay informed and make winning trades in the stock market.
Exclusive Community: Joining Benzinga Pro connects users with over 10,000 serious traders and provides access to exclusive stories and insights from Benzinga reporters.
AerSale® Names Paul Hechenberger as Senior Vice President, General Counsel, and Corporate Secretary
New Appointment: AerSale has appointed Paul Hechenberger as Senior Vice President, General Counsel & Corporate Secretary.
Experience and Background: Hechenberger brings over 40 years of legal and aerospace experience, having held various leadership roles in companies such as iAero Group and Spirit AeroSystems.
Military Service: He is a U.S. Navy veteran, retiring as a Captain after 30 years of service, and holds multiple degrees including a Juris Doctor.
Company Overview: AerSale specializes in providing aftermarket services and products for large jets, aiming to help aircraft owners save on operation and maintenance costs.
New Strong Sell Stocks for June 4th
Stocks Added to Zacks Rank #5 List: Three stocks, AerSale (ASLE), Astrana Health, Inc. (ASTH), and AG Mortgage Investment Trust (MITT), have been added to the Zacks Rank #5 (Strong Sell) List due to significant downward revisions in their earnings estimates over the past 60 days.
Investment Opportunities: Despite being ranked as strong sells, these stocks were selected by Zacks experts for their potential to gain over 100% in 2024, highlighting an opportunity for investors to capitalize on lesser-known stocks that may yield high returns.
