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Aersale Corp (ASLE) stock

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NASDAQ: ASLE Nasdaq Trading Companies & Distributors Next results ~November 5, 2026

D Fundamentals grade

Aersale Corp is a US-listed company in the trading companies & distributors industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Model estimate per share

~$2.5

Valuation models combined (2)

Base case. Range ~$2.0–$2.7. Weighted average of 2 models (residual income, price-to-sales vs peers).

Price vs value

No Buy/Hold/Sell rating is issued: only 2 valuation models apply; a rating needs 3.

Aersale Corp valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders2 buying, 6 selling4 purchases and 9 sales by directors and officers, last 12 monthsInsider trades
  • Funds84 adding, 54 cuttingOf 32 active managers that changed their stake, 20 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Aersale files

Where Aersale stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $304m, down 13.4% on a year earlier, against growth of 6.2% a quarter earlier. That puts it 25 of 25 for growth among the trading companies & distributors companies we cover. Free-cash-flow margin fell to -11.6% from 3.5% a year earlier. Operating margin narrowed to 0.6% from 3.7%. The diluted share count is down 7.9% on a year earlier, which lifts each remaining share. Against its peers on growth, profitability, cash generation and balance sheet, it grades D. It passes 3 of our 6 financial-health checks. Our valuation models combined value is $3.56 a share, against a share price of $4.82.

Source: 10-Q filed August 7, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 5, 2026 (estimated)

Aersale Corp's trailing-twelve-month revenue fell 13.4% year on year, with a free-cash-flow margin of -11.6%. Where it stands out: change in share count of -7.9% ranks 2 of 27 trading companies & distributors companies we cover. Where it lags: revenue growth of -13.4% ranks 31 of 32 trading companies & distributors companies we cover.

Current signal Revenue growth decelerating: TTM revenue growth slowed to -13.4% (-19.6pp vs the prior quarter).

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Shrinking share count. Diluted shares fell 7.9% in a year, so each share owns more of the business.

Things to watch

  • Results due soon. Results are expected around 5 November; the share price can move sharply on the day.
  • Revenue shrinking. Revenue fell 13.4% over the last 12 months.
  • Growth slowing. The growth rate is 19.6 points lower than a quarter earlier.
  • Margins narrowing. Operating margin is down 3.0 points on a year ago.
  • Burning cash. Free cash flow was -11.6% of revenue over the last 12 months.
  • Below peers: stock pay as % of revenue. Stock pay as % of revenue of 1.4% ranks 24 of 29 trading companies & distributors companies we cover (median 0.5%).

Latest results: FY2026 Q2

Filed August 7, 2026
Earnings per share
-$0.09 against an average estimate of $0.07: missed by 238.5%
Revenue
$71m, down 33.9% on a year earlier
Share reaction
-8.4% in the first session after the results on August 6, 2026, against +0.5% for the S&P 500
Next report
November 5, 2026; average EPS estimate $0.11

Aersale's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+0.6%
  • 1 week+3.2%
  • 1 month-3.6%
  • This year-31.6%
  • 1 year-34.5%
  • 5 years-78.8%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$304M
Operating margin
0.6%
Net margin
-1.2%
EPS (TTM, diluted)
$-0.08

Growth

Revenue growth
−13.4%
Change in growth rate
−19.6 pts
Share count change
−7.9%

Cash

Free cash flow (TTM)
-$35.3M
FCF margin
-11.6%
Stock pay % of revenue
1.4%

Earnings

Last results
August 6, 2026
Next results (est.)
November 5, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Announcement
  2. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Aersale Corp valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: only 2 valuation models apply; a rating needs 3.

Valuation models

We value Aersale Corp as an operating company, with every model that fits that kind of business. Cost of equity 9.4%: the 10-year Treasury yield (4.9%) plus a beta of 0.99 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. — Does not apply: revenue and margins don't support a positive value
Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. — Does not apply: no positive earnings in the latest twelve months
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$2.7 ~$1.7–$4.5 Included
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: return on equity below long-run growth
Price-to-sales vs peers Sales per share times peers' typical price-to-sales; used only when earnings are negative. ~$2.0 ~$3.9–$15 Included, half weight
Combined value Weighted average of the models that apply: the primary model (revenue-to-maturity model) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$2.5 ~$2.0–$2.7 2 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Aersale Corp with Trading Companies & Distributors in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Valuation multiples over time Market data may be delayed

At fiscal year end 2019202020212022202320242025Now
Share price$10.18$13.41$17.74$16.22$12.70$6.30$7.11$4.86
Market value$377m$15m$839m$862m$653m$336m$347m$231m
+ Net debt (− = net cash)−$14m−$29m−$130m−$147m$32m$36m$108m$146m
Enterprise value$363m−$15m$709m$715m$685m$373m$455m$377m
Multiples
Price / sales 1.2x0.1x2.5x2.1x2.0x1.0x1.0x0.8x
Price / earnings 24.3x1.8x23.2x19.7x—57.5x40.4x—
Price / free cash flow 8.6x—10.8x—————
EV / EBITDA 7.0xn/m10.2x10.8x—14.4x12.9x16.0x

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

18 /100

Weak moat

How hard Aersale's competitive advantage looks for rivals to wear away, judged from 6 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 5 / 20

    Cash operating profit has been a median 5.4% of total assets over 5 years.

  • Pricing power 10 / 20

    Gross margin has been a median 31.3%, moving by 3.5 percentage points (standard deviation) across 6 years.

  • Durability 0 / 20

    Operating margin has been a median 2.1%; its worst year was -2.4%.

  • Cash conversion 3 / 20

    Free cash flow was positive in 2 of 6 years, at a median -14.4% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (23 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 5, 2026, after the close. Analysts expect revenue of $91m and EPS of $0.11 (range $0.10 to $0.12) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $0.15 −53% $323m −4%
Next $0.27 +71% $338m +5%

Next year's EPS estimate has moved −64.2% in 90 days, across 2 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is −42.6% on 90 days ago. In the last 30 days, 0 analysts raised Aersale Corp's forecast and 0 cut it.

Consensus EPS forecast Aersale Corp, last 90 days
$0.00 $0.20 $0.40 $0.60 $0.80 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $0.27 Current fiscal year, 60 days ago: $0.15 Current fiscal year, 30 days ago: $0.15 Current fiscal year, 7 days ago: $0.15 Current fiscal year, Now: $0.15 $0.15 Next fiscal year, 90 days ago: $0.74 Next fiscal year, 60 days ago: $0.27 Next fiscal year, 30 days ago: $0.27 Next fiscal year, 7 days ago: $0.27 Next fiscal year, Now: $0.27 $0.27

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $0.27$0.74
60 days ago $0.15$0.27
30 days ago $0.15$0.27
7 days ago $0.15$0.27
Now $0.15$0.27

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 $0.07 −$0.09 −238.5%
Mar 2026 $0.03 $0.00 −100.0%
Dec 2025 $0.20 $0.16 −18.0%
Sept 2025 $0.17 $0.04 −77.1%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, August 6, 2026

No numeric guidance in Aersale Corp's latest earnings release (filed August 6, 2026). Some companies give their outlook only on the earnings call.

Analyst recommendations

2 analysts, Oct 2026
Buy00%
Hold2100%
Sell00%

Monthly trend

  1. Oct 202622
  2. Sep 202622

Counts of recommendations published by analysts covering Aersale Corp, by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
8.0%
of tradable shares
Days to cover
6.12
at average volume
Short interest, 1 month
+8%
to October 15, 2026
Held by institutions
65%
of shares
Held by insiders
26.3%
of shares
Employees
704
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months −34.5%

$7.42 on October 31, 2025 to $4.86

ThenNowEffect
Revenue (last 12 months) $351m $304m −13.4%
P/S multiple 1.1x 0.8x −30.4%
Share count 52m 48m +8.6%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

Last 3 years −70.1%

$16.24 on November 3, 2023 to $4.86

ThenNowEffect
Revenue (last 12 months) $294m $304m +3.4%
P/S multiple 2.9x 0.8x −73.7%
Share count 52m 48m +10.2%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
ASLE+32%−9%−22%−50%+13%−32%
Industry peers (median)+34%−13%+31%+0%+2%+14%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
ASLE50%58%42%25%58%36%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
ASLE−42%−33%−48%−64%−34%−41%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since February 28, 2019: 81% from November 1, 2021 to October 10, 2024. Getting back needed a 424% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$4.57 – $7.80
From 52-week high
−37.7%
vs 50-day average
−6.2%
vs 200-day average
−22.2%
Volatility (1 year)
36%
Beta vs S&P 500
0.85

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
3 up, 9 down
typical move ±14.0%
After a week
3 up, 9 down
typical move ±14.8%
After a month
2 up, 10 down
typical move ±12.9%
Results releasedNext dayS&P 500 next day5 days21 days
August 6, 2026 −8.4% +0.5% −11.2% −9.9%
May 7, 2026 −10.4% +0.5% −11.6% −12.2%
March 5, 2026 −14.7% −1.9% −19.0% −16.8%
November 6, 2025 −15.2% −1.0% −18.1% −7.7%
August 6, 2025 +24.2% +0.7% +43.7% +39.6%
May 7, 2025 −12.5% +1.1% −11.4% −17.2%
March 6, 2025 +18.2% −1.2% +16.8% −2.6%
November 7, 2024 −7.7% +1.2% −0.8% +1.3%
August 7, 2024 −9.7% +1.6% −13.3% −14.9%
May 8, 2024 +10.0% +0.6% +2.8% −6.4%
March 7, 2024 −24.0% +0.4% −21.2% −22.6%
November 8, 2023 −13.1% −0.7% −7.8% −3.4%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Aersale Corp in five measures

Fundamentals grade D
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Aersale Corp
$300M $320M $340M $360M FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $335.2M Revenue (TTM), FY23 Q4: $334.5M Revenue (TTM), FY24 Q1: $346.8M Revenue (TTM), FY24 Q2: $354.5M Revenue (TTM), FY24 Q3: $344.7M Revenue (TTM), FY24 Q4: $345.1M Revenue (TTM), FY25 Q1: $320.3M Revenue (TTM), FY25 Q2: $350.6M Revenue (TTM), FY25 Q3: $339.1M Revenue (TTM), FY25 Q4: $335.3M Revenue (TTM), FY26 Q1: $340.1M Revenue (TTM), FY26 Q2: $303.7M $303.7M

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $335.2M
FY23 Q4 $334.5M
FY24 Q1 $346.8M
FY24 Q2 $354.5M
FY24 Q3 $344.7M
FY24 Q4 $345.1M
FY25 Q1 $320.3M
FY25 Q2 $350.6M
FY25 Q3 $339.1M
FY25 Q4 $335.3M
FY26 Q1 $340.1M
FY26 Q2 $303.7M
Revenue growth, TTM YoY Aersale Corp
-40% -20% 0% 20% 40% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: -22.1% Revenue growth, TTM YoY, FY23 Q4: -18.1% Revenue growth, TTM YoY, FY24 Q1: -4.7% Revenue growth, TTM YoY, FY24 Q2: 20.7% Revenue growth, TTM YoY, FY24 Q3: 2.8% Revenue growth, TTM YoY, FY24 Q4: 3.2% Revenue growth, TTM YoY, FY25 Q1: -7.6% Revenue growth, TTM YoY, FY25 Q2: -1.1% Revenue growth, TTM YoY, FY25 Q3: -1.6% Revenue growth, TTM YoY, FY25 Q4: -2.8% Revenue growth, TTM YoY, FY26 Q1: 6.2% Revenue growth, TTM YoY, FY26 Q2: -13.4% -13.4%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 -22.1%
FY23 Q4 -18.1%
FY24 Q1 -4.7%
FY24 Q2 20.7%
FY24 Q3 2.8%
FY24 Q4 3.2%
FY25 Q1 -7.6%
FY25 Q2 -1.1%
FY25 Q3 -1.6%
FY25 Q4 -2.8%
FY26 Q1 6.2%
FY26 Q2 -13.4%
Operating margin (TTM) Aersale Corp
-5% 0% 5% 10% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Operating margin (TTM), FY23 Q3: -0.2% Operating margin (TTM), FY23 Q4: -3.2% Operating margin (TTM), FY24 Q1: -1.5% Operating margin (TTM), FY24 Q2: -0.0% Operating margin (TTM), FY24 Q3: 1.1% Operating margin (TTM), FY24 Q4: 2.8% Operating margin (TTM), FY25 Q1: -0.5% Operating margin (TTM), FY25 Q2: 3.7% Operating margin (TTM), FY25 Q3: 4.0% Operating margin (TTM), FY25 Q4: 4.7% Operating margin (TTM), FY26 Q1: 5.6% Operating margin (TTM), FY26 Q2: 0.6% 0.6%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q3 -0.2%
FY23 Q4 -3.2%
FY24 Q1 -1.5%
FY24 Q2 -0.0%
FY24 Q3 1.1%
FY24 Q4 2.8%
FY25 Q1 -0.5%
FY25 Q2 3.7%
FY25 Q3 4.0%
FY25 Q4 4.7%
FY26 Q1 5.6%
FY26 Q2 0.6%
FCF margin (TTM) Aersale Corp
-60% -40% -20% 0% 20% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: -52.2% FCF margin (TTM), FY23 Q4: -55.5% FCF margin (TTM), FY24 Q1: -42.3% FCF margin (TTM), FY24 Q2: -26.9% FCF margin (TTM), FY24 Q3: -13.0% FCF margin (TTM), FY24 Q4: -0.8% FCF margin (TTM), FY25 Q1: -7.9% FCF margin (TTM), FY25 Q2: 3.5% FCF margin (TTM), FY25 Q3: -1.9% FCF margin (TTM), FY25 Q4: -8.7% FCF margin (TTM), FY26 Q1: -2.7% FCF margin (TTM), FY26 Q2: -11.6% -11.6%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 -52.2%
FY23 Q4 -55.5%
FY24 Q1 -42.3%
FY24 Q2 -26.9%
FY24 Q3 -13.0%
FY24 Q4 -0.8%
FY25 Q1 -7.9%
FY25 Q2 3.5%
FY25 Q3 -1.9%
FY25 Q4 -8.7%
FY26 Q1 -2.7%
FY26 Q2 -11.6%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-K/A, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Where the money goes

FY2025, from the 10-K

Each dollar Aersale took in during FY2025, followed through to profit: what it cost to make, what went on running the business, and what was left after tax.

  1. Revenue $335M
  2. Cost of revenue $230M · 68.5%
  3. Gross profit $106M · 31.5%
  4. Selling, general and admin $90M · 26.8%
  5. Operating income $15.8M · 4.7%
  6. Income tax $2M · 0.6%
  7. Interest and other $5.3M · 1.6%
  8. Net income $8.6M · 2.6%

Shares of revenue. Source: Aersale's 10-K for FY2025, as filed with the SEC. "Other" lines are what the reported lines leave unexplained.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 291 304 209 340 409 335 345 335 304
Gross profit 72 85 53 119 151 92 104 106 88
EBITDA 55 52 36 70 66 −0 26 35 23
Operating income 26 22 11 57 55 −11 10 16 2
Net income 9 15 8 36 44 −6 6 9 −4
Diluted EPS −$668.04 −$516.98 $7.39 $0.76 $0.83 −$0.15 $0.11 $0.18 −$0.08
Growth (year on year)
Revenue — +4.6% −31.3% +62.9% +20.0% −18.1% +3.2% −2.8% −13.4%
EBITDA — −5.8% −31.9% +96.2% −5.2% −100.5% — +36.2% −33.9%
Operating income — −13.5% −48.8% +402.2% −2.9% −119.6% — +62.0% −85.6%
Net income — +75.1% −47.8% +346.2% +21.4% −112.7% — — —
Diluted EPS — — — −89.7% +9.2% −118.1% — — —
Margins
Gross margin 24.8% 28.0% 25.3% 35.1% 37.1% 27.6% 30.1% 31.5% 28.9%
EBITDA margin 19.0% 17.1% 17.0% 20.5% 16.2% −0.1% 7.5% 10.5% 7.7%
Operating margin 8.8% 7.3% 5.4% 16.6% 13.5% −3.2% 2.8% 4.7% 0.6%
Net margin 3.0% 5.1% 3.9% 10.6% 10.7% −1.7% 1.7% 2.6% −1.2%
Free-cash-flow margin 20.0% 14.4% −6.9% 22.8% −2.1% −55.5% −0.8% −8.7% −11.6%
Cash flow
Cash from operations 59 45 −12 79 −0 −174 11 −23 −31
Capital spending 1 2 2 2 8 11 14 6 4
Free cash flow 58 44 −14 78 −9 −186 −3 −29 −35
Stock-based pay — 0 1 13 16 12 4 5 4
Free cash flow after stock pay — 44 −15 65 −25 −198 −7 −34 −40
Balance sheet
Cash 0 18 29 130 147 6 5 4 2
Total debt 0 3 0 0 0 38 41 112 148
Net debt (negative = net cash) −0 −14 −29 −130 −147 32 36 108 146
Diluted shares 37m 37m 1m 47m 53m 51m 53m 49m 48m

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

3 of 6 checks passed · June 30, 2026
What it owns · $687m
Short-term assets $296mLonger-term assets $391m
What it owes, and who funded it · $687m
Short-term liabilities $91mLonger-term liabilities $178mShareholders' equity $419m
  • Short-term assets cover short-term liabilities $296m of assets due within a year against $91m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $296m short-term assets against $178m of longer-dated liabilities.
  • More cash than debt $2m of cash against $148m of debt.
  • Debt below 40% of shareholders' equity Debt is 35% of equity.
  • Debt burden no higher than five years ago Debt to equity moved from 0% to 35% over five years.
  • A year's operating cash flow covers at least 20% of debt −$31m of operating cash flow against $148m of debt.
  • Operating profit covers interest at least five times over Interest not separately reported. Not assessable.

From Aersale Corp's latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

Diluted share count
−7.9%
year over year
Sales & admin spending
28.2%
of revenue
Days sales outstanding
56 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in trading companies & distributors
Last 12 months unless stated ASLE NPKI HDSN GPUS WLFC VSEC Median
Revenue, last 12 months $304m $308m $257m $130m $765m $1.4bn $2.2bn
Revenue growth, last 12 months −13.4% 18.8% 14.3% 28.4% 17.3% 41.6% 8.4%
Revenue growth, 3-year average 1.1% 18.7% −5.5% −4.9% 28.2% 22.8% 5.1%
Revenue growth, latest quarter −33.9% 10.8% 7.5% 34.8% −0.8% 65.0% 9.0%
Gross margin 28.9% 35.6% 23.3% 26.1% 84.7% — 28.3%
Operating margin 0.6% 17.0% 4.5% −69.3% 15.7% 9.2% 5.5%
Operating margin, 3-year average 1.4% 7.4% 11.2% −64.2% 19.1% 8.1% 6.4%
Net margin −1.2% 14.0% 3.5% −71.0% 12.0% 5.5% 3.5%
Cash from operations / revenue −10.2% 22.1% −11.6% −50.2% 35.6% 2.0% 4.9%
Free-cash-flow margin −11.6% 3.4% −13.4% −79.8% 32.9% −0.1% 2.4%
Free-cash-flow margin, 3-year average −11.7% −4.6% 14.7% −42.3% 42.2% −4.7% 3.1%
Stock pay / revenue 1.4% 2.4% 0.5% 0.8% 6.2% 1.1% 0.5%
Change in share count −7.9% −0.7% −5.4% 47.3% 4.5% 28.0% −0.5%

Median of all 32 companies we cover in trading companies & distributors. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

32 trading companies & distributors companies
Measure Company Peer median Rank
Revenue growth Growth -13.4% 8.5% 31 of 32
Change in growth rate Growth -19.6pp +0.8pp 30 of 32
Gross margin Profitability 28.9% 28.9% 13 of 26
Operating margin Profitability 0.6% 5.5% 20 of 28
Net margin Profitability -1.2% 3.5% 25 of 32
Free-cash-flow margin Cash generation -11.6% 2.8% 27 of 32
Stock pay as % of revenue Cash generation 1.4% 0.5% 24 of 29
Long-term debt as % of assets Balance sheet 21.4% 21.4% 15 of 29
Change in share count Balance sheet -7.9% -0.8% 2 of 27
Days sales outstanding Balance sheet 56 days 57 days 13 of 27

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Segments
Line of business Revenue Share YoY
Asset Management Solutions $212M 63.1% ▼ 1.8%
Tech Ops $124M 36.9% ▼ 4.5%
Products and services
Line of business Revenue Share YoY
Products $206M 61.6% ▼ 3.9%
Used Serviceable Material $138M 66.7% ▲ 38.2%
Whole Asset Sales $56.4M 27.3% ▼ 48.8%
Engineered Solutions $12.4M 6.0% ▲ 139.4%
Services $93.7M 28.0% ▼ 13.2%
Leasing Arrangements $35.1M 10.5% ▲ 58.4%
Geography
Region Revenue Share YoY
United States $181M 54.0% ▼ 15.9%
Outside the US $154M 46.0% ▲ 18.9%

From Aersale Corp's 10-K filed March 10, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$194M
Institutions reporting
144
Shares held vs prior quarter
▲ 7.2%
Positions opened / closed
15 / 15

Top buyers and sellers, Q2 2026: 84 institutions bought and 54 sold ; the biggest buyer was Private Capital Management, LLC (+471K shares) and the biggest seller Millennium Management LLC (−407K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
M3F, Inc. $28.1M 4.4M 14.5% ▲ 11.4%
Blackrock, Inc. $17.4M 2.7M 9.0% ▲ 5.5%
Private Capital Management, LLC $13.2M 2.1M 6.8% ▲ 29.0%
Acadian Asset Management LLC $11.5M 1.8M 5.9% ▲ 3.4%
Vanguard Capital Management LLC $10M 1.6M 5.1% ▲ 10.0%
Dimensional Fund Advisors LP $9.8M 1.5M 5.0% ▲ 10.6%
American Century Companies Inc $7.2M 1.1M 3.7% ▲ 57.3%
Private Management Group Inc $7M 1.1M 3.6% ▼ 1.9%
Raffles Associates LP $5.8M 920K 3.0% ▲ 100.0%
Geode Capital Management, LLC $5.6M 890K 2.9% ▲ 4.4%
Morgan Stanley $5.3M 836K 2.7% ▲ 38.5%
Earnest Partners LLC $4.8M 761K 2.5% ▲ 1.4%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Aersale Corp's complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $64,078 4 trades by 2 insiders, last 12 months Insider sales History → $173,220 9 trades by 6 insiders · 100% under pre-set plans
Net ▼ $109,142 net selling
Insider Date Trade Shares Price Value
Tschirhart Benjamin Thomas See Remarks September 1, 2026 Sell pre-set plan 882 $5.44 $4,798
Tschirhart Benjamin Thomas See Remarks July 6, 2026 Sell pre-set plan 77 $6.56 $505
Wright Frederick Craig See Remarks June 9, 2026 Sell pre-set plan 4,182 $6.34 $26,514
Hechenberger Paul Andrew See Remarks June 9, 2026 Sell pre-set plan 1,586 $6.34 $10,055
Garmendia Martin See Remarks June 9, 2026 Sell pre-set plan 6,094 $6.34 $38,636
Jones Gary Edmund See Remarks June 9, 2026 Sell pre-set plan 7,491 $6.34 $47,493
Tschirhart Benjamin Thomas See Remarks June 9, 2026 Sell pre-set plan 1,886 $6.34 $11,957
Pizzi Enrique See Remarks June 9, 2026 Sell pre-set plan 3,122 $6.34 $19,793
Fedder Judith Ann Director March 11, 2026 Buy 1,000 $6.46 $6,460
Pizzi Enrique Chief Information Officer January 8, 2026 Sell pre-set plan 1,825 $7.38 $13,468
Finazzo Nicolas See Remarks November 21, 2025 Buy 6,352 $5.99 $38,048
Finazzo Nicolas See Remarks November 20, 2025 Buy 1,707 $5.99 $10,225

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around November 5, 2026 estimated from the company's past filing pattern, not announced

  • August 6, 2026
  • May 7, 2026
  • March 5, 2026
  • November 6, 2025
  • August 6, 2025
  • May 7, 2025

Recent SEC filings

Data status

When each part of this page on Aersale Corp was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Aersale Corp in brief

What does Aersale Corp do?
Aersale Corp is a US-listed company in the trading companies & distributors industry. Its financial year ends in December.
What is Aersale Corp's stock ticker?
Aersale Corp trades under the ticker ASLE on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Aersale Corp's revenue, and how fast is it growing?
Over its most recent trailing twelve months, Aersale Corp reported revenue of $304M, 13.4% lower than a year earlier, according to its SEC filings.
What is Aersale Corp's free cash flow?
Aersale Corp's free-cash-flow margin is -11.6% of revenue over the trailing twelve months, ranking 27 of the 32 trading companies & distributors companies we cover.
Who are Aersale Corp's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are M3F, Inc., Blackrock, Inc. and Private Capital Management, LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Aersale Corp's market cap?
On November 2, 2026, Aersale Corp's market capitalisation was about $231M and net debt of $146M. Market figures come from third-party market data and may be delayed.
How much debt does Aersale Corp have?
Aersale Corp's debt-to-equity ratio is 35.3%, from its latest balance sheet (0.0% five years earlier). The financial health section below sets out its other solvency checks.
Who are Aersale Corp's competitors?
In our Trading Companies & Distributors peer group, the companies closest to Aersale Corp are NPK International Inc., Hudson Technologies Inc, Hyperscale Data, Inc., Willis Lease Finance Corp and VSE Corp. The side-by-side comparison below sets their revenue, margins and growth against Aersale Corp's.
Are insiders buying or selling Aersale Corp stock?
Over the last 12 months, Aersale Corp's directors and officers reported 4 open-market purchases and 9 sales on Form 4. The insider trading page charts every trade.
When is Aersale Corp's next earnings date?
Around November 5, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Aersale Corp announces its own schedule.