AerSale Corporation (ASLE)

AerSale Corp. experienced several stock events in the past six months. In Q1 2025, the company reported a diluted loss per share of $0.10 and adjusted EBITDA of $3.2 million, with revenue at $65.8 million. In Q2 2025, revenue increased by 39.3% to $107.4 million, with a GAAP net income of $8.6 million and adjusted EBITDA of $18.3 million, leading to a stock rally. Analyst ratings were generally "Hold," with an average one-year price target of around $7.50. Institutional investors showed mixed activity, with some increasing their stakes. The stock price as of October 27, 2025, was $7.61, representing a 0.4% gain over two weeks, but experienced a 4.28% fall on the same day.

AerSale Corporation's business is subject to demand seasonality, influenced by travel seasonality and the timing of flight equipment overhauls. Flight equipment sales can be "lumpy" and vary significantly from quarter to quarter, making long-term monitoring of asset purchases and sales a more appropriate measure of performance.

AerSale Corporation is a global provider of aftermarket commercial aircraft, engines, and parts, operating in the Aerospace & Defense and Airports & Air Services industries. The company offers integrated aviation solutions for mid-life aircraft and engines, helping owners and operators save on operation, maintenance, and asset monetization. AerSale operates through Asset Management Solutions and Technical Operations (TechOps) segments. Its major products and services include used aircraft and engines, aircraft parts (USM), MRO and technical services, engineered solutions like AerAware™, AerSafe®, and AerTrak®, and passenger-to-freighter (P2F) conversions.

AerSale Corporation is headquartered in Doral, Florida, U.S., with MRO and distribution centers in Goodyear, Arizona; Roswell, New Mexico; Rio Rancho, New Mexico; Miami and Hialeah Gardens, Florida; and Millington-Memphis, Tennessee. The company also has regional sales offices in Dublin and Singapore.

AerSale Corporation maintains a reputation as a specialized player in the aviation aftermarket, known for its integrated solutions for mid-life aircraft and engines. Its competitive strengths include its integrated business model and expertise in feedstock access and USM. No specific events significantly impacted AerSale's brand reputation positively or negatively in the past year, with regular business transactions considered standard operational activities.

The ownership structure of AerSale Corporation includes institutional, insider, and retail investors. Institutional investors hold a significant portion of the stock, with varying percentages reported by different sources. Major institutional owners include M3F, Inc., Leonard Green & Partners, L.P., and BlackRock, Inc. Insiders also hold a substantial portion, with key individual owners including Peter J. Nolan, Nicolas Finazzo, and Robert B. Nichols. Retail investors hold a notable percentage of the company's stock.