AerSale Corporation (ASLE)

AerSale's stock price increased by 12.86% between December 31, 2024, and December 30, 2025. In December 2025, a warehouse fire occurred at Roswell Airport. The third-quarter 2025 results, reported on November 6, 2025, missed market revenue expectations with sales falling 13.9% year-on-year to $71.19 million, and its non-GAAP profit of $0.04 per share was 77.1% below analysts' consensus estimates. Earlier in March 2025, AerSale announced a $45 million share repurchase from a major shareholder.

Demand for AerSale's products and services is influenced by travel seasonality, the operating history of specific engines or aircraft models, and the timing of necessary overhauls. Analysis of AerSale Corp. (ASLE) seasonal charts over the past five years suggests a potential seasonal pattern, with a "Buy Date" of August 9 and a "Sell Date" of November 5, resulting in a geometric average return of 22.03% above the S&P 500 Total Return Index. The seasonal timeframe for ASLE correlates poorly with the broader Industrials sector's seasonal strength, which typically runs from October 29 to May 10.

AerSale Corporation is a global provider of aftermarket commercial jet aircraft, engines, used materials, and aeronautical engineering services, operating in the aerospace and defense industry. The company acquires mid-to-end-of-life commercial aircraft and engines for sale, lease, or disassembly, generating high-margin USM and providing MRO services. AerSale's business is categorized into Aircraft & Engine Leasing, Material Sales, and Maintenance, Repair & Overhaul (MRO). The company offers proprietary engineered solutions like AerSafe and AerAware.

AerSale serves a worldwide market and is headquartered in Doral, Florida. The company has expanded its global presence with regional offices in the United Kingdom, Singapore, and Ireland. Operational facilities include MRO Operations Centers in Roswell, New Mexico, and Goodyear, Arizona, as well as MRO facilities in Hialeah Gardens and Millington, Tennessee.

AerSale's brand reputation has been influenced by its strategic shift towards recurring revenue streams and the development of proprietary technology like AerAware. The company's focus on MRO services and leasing, away from volatile one-time aircraft sales, could positively impact its reputation for stability and long-term vision. The development and certification of proprietary technology like AerAware also contributes positively to its innovative image. However, a warehouse fire at Roswell Airport in December 2025 could have a negative impact on its reputation.

AerSale Corporation's ownership is a mix of institutional, retail, and individual investors, with institutional investors holding over 60% of the stock as of August 2025. Approximately 41.31% of the company’s stock is owned by Institutional Investors, 26.32% by Insiders, and 32.37% by Public Companies and Individual Investors. Major institutional shareholders include M3F, Inc., BlackRock, Inc., and Vanguard Group Inc. Insider ownership accounts for 26.21% of the company's shares as of August 2025.