AerSale
Monetizes mid-life aircraft through parts, leasing, MRO, and engineered solutions.
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Profile
Buys and leases aircraft and engines, harvests used serviceable material, and runs MRO and engineered-solutions work through Asset Management Solutions and TechOps. The model is tied to mid-life commercial aircraft, mainly U.S. operations, and demand for parts, repairs, leasing, and proprietary products such as AerSafe and AerAware.
Buys aircraft and engines, then monetizes them through Asset Management Solutions: whole-asset sales, leasing, and used serviceable material harvested from disassembled equipment. TechOps adds aircraft and component MRO, technical repairs, modifications, and Engineered Solutions products such as AerSafe and AerAware.
Operations are based in Doral, Florida, with employees overwhelmingly in the United States and MRO activity tied to locations including Roswell and Goodyear. The platform pairs asset purchasing with repair capabilities, so parts supply, shop capacity, and technical certifications reinforce each other.
Demand depends on airline and lessor spending on mid-life aircraft, availability of attractive aircraft and engine portfolios, skilled aviation technicians, and FAA approvals for regulated repairs and engineered products.
Company facts
Categories
Key statistics
Year to date −22.0% · Average volume (30d) 412.4K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating |
|---|---|---|---|---|
| Jun 29, 2026 | B. Riley | Initiate | Neutral | |
| Jul 11, 2025 | Truist Securities | Downgrade | Buy | Hold |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | $0.07 | −$0.09 | −238.5% | $81.2M | $70.9M | −12.7% | −6.35% |
| May 7, 2026Q1 FY26 | $0.02 | −$0.03 | −250.0% | $102.5M | $70.6M | −31.1% | −10.64% |
| Mar 5, 2026Q4 FY25 | $0.15 | $0.16 | +6.7% | $99.7M | $90.9M | −8.8% | −11.75% |
| Nov 6, 2025Q3 FY25 | $0.10 | $0.04 | −60.0% | $99.7M | $71.2M | −28.6% | −12.02% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $65.8M | $107.4M | $71.2M | $90.9M | $70.6M | $70.9M | |
| Gross profit | $18.0M | $35.3M | $21.5M | $31.0M | $18.9M | $16.3M | |
| Operating income | −$6.6M | $12.5M | $2.9M | $7.1M | −$3.3M | −$4.8M | |
| Net income | −$5.3M | $8.6M | $1.3M | $5.4M | −$3.5M | −$5.6M | |
| Diluted EPS | −$0.10 | $0.18 | $0.03 | $0.11 | −$0.07 | −$0.12 | |
| Gross margin | 27.3% | 32.9% | 30.2% | 34.1% | 26.7% | 22.9% | |
| Operating margin | -10.1% | 11.7% | 4.0% | 7.8% | -4.7% | -6.7% |
Fiscal years (4-quarter sums)FY21 $340.4M · FY22 $408.5M · FY23 $334.5M · FY24 $345.1M · FY25 $335.3M
Revenue by product · Q2 FY26
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $2.2M · Total debt $177.9M · Total assets $687.1M · Shareholders' equity $418.7M
Dividends
No dividends on record.
Ownership
Shares outstanding 47.25M · Float 34.18M · 72.3% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| M3F, Inc. | 4.44M | 9.39% | 13F | Aug 13, 2026 |
| M3 Funds, LLC | 3.98M | 8.43% | 13G | Apr 23, 2026 |
| Robert B. Nichols · director | 3.50M | 7.41% | Form 4 | Jun 9, 2026 |
| Jonathan A. Seiffer · other: Former Director and 10% Owner | 3.14M | 6.65% | Form 4 | Mar 18, 2025 |
| BlackRock, Inc. | 2.51M | 5.30% | 13G | Jul 27, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 6, 2026 | Benjamin Thomas Tschirhart | officer: See Remarks | −77 | $6.56 |
| Jun 9, 2026 | Frederick Craig Wright | officer: See Remarks | −4,182 | $6.34 |
| Jun 9, 2026 | Paul Andrew Hechenberger | officer: See Remarks | −1,586 | $6.34 |
| Jun 9, 2026 | Martin Garmendia | officer: See Remarks | −6,094 | $6.34 |
| Jun 9, 2026 | Gary Edmund Jones | officer: See Remarks | −7,491 | $6.34 |
Peers
- AAR
Broad aviation aftermarket peer in USM, MRO, and parts distribution
- FTAI
Engine aftermarket and leasing peer around CFM56/V2500 assets
- VSE
Pure-play aviation aftermarket peer in distribution and component MRO
- HEICO
Aftermarket PMA, DER repair, and component overhaul rival
- Willis Lease Finance
Engine leasing, trading, and spare-parts competitor
- AerCap
Global aircraft and engine lessor with materials overlap
- TransDigm Group
Proprietary aerospace-components peer in aftermarket parts
- Delta Air Lines
Public parent for Delta TechOps third-party MRO
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| AerSale | $5.63 | −0.09% | $266.0M | — | 21.3 | 0.9 | −33.9% |
| AAR | $133.19 | +0.04% | $5.31B | 27.4 | 23.0 | 1.6 | +23.0% |
| FTAI | $195.10 | +0.08% | $20.00B | 42.4 | 21.1 | 6.4 | +40.9% |
| VSE | $215.82 | −0.01% | $6.06B | 79.3 | 29.3 | 4.5 | +65.0% |
| HEICO | $336.53 | −0.01% | $46.89B | 56.1 | 50.6 | 9.1 | +23.1% |
| Willis Lease Finance | $53.42 | −0.11% | $3.83B | 24.3 | 8.7 | 5.0 | −0.8% |
| AerCap | $147.70 | +0.18% | $23.26B | 7.3 | 8.7 | 2.8 | +14.9% |
| TransDigm Group | $1,185.97 | +0.05% | $66.34B | 36.0 | 25.4 | 6.6 | +22.6% |
| Delta Air Lines | $80.10 | +0.05% | $52.66B | 13.3 | 9.8 | 0.8 | +18.7% |
| Median | 31.7 | 22.0 | 4.7 | +22.8% |