olivLaw · US equity research
AerSale Corporation ASLE
Wholesale-Machinery, Equipment & Supplies · SIC 5080 · Vertical: Wholesale-Machinery, Equipment & Supplies (SIC 5080)
AerSale is a platform serving the commercial aviation aftermarket, extending the working life of mid-life aircraft through leasing, used serviceable material sales and MRO services. The company entered 2026 with falling revenue, as the absence of Flight Equipment sales weighed on results; second-quarter 2026 revenue was $70.9 million, and the outlook now depends on deliveries expected in the second half of the year.
At the close of 30 Oct 2026, AerSale Corporation (ASLE) stock was 4.83 USD (+2.99% on the day), with market capitalisation 230.5 m USD, beta 0.85, 52-week range 4.57–7.80 USD. Latest reported quarter (Q2 2026): revenue of 70.9 m USD (−33.9% YoY), net income of -5.6 m USD (−165.0% YoY), diluted EPS -0.12 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 46.6
- neutral
- Bollinger (20, 2)
- 4.51 – 5.05
- in the upper half of the band · %B 0.60 · band width 11.3%
- SMA 50 / 200
- 5.19 / 6.27
- downtrend (price < SMA50 < SMA200)
- MACD (12, 26, 9)
- -0.15 / -0.18
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | −7.8% | −0.9% | −6.9 pp | — |
| 3 months | −22.1% | +1.2% | −23.3 pp | — |
| 6 months | −29.5% | +4.8% | −34.3 pp | — |
| Year to date | −32.1% | +10.7% | −42.8 pp | — |
| 1 year | −35.2% | +11.1% | −46.3 pp | +14.4% |
| 3 years | −68.4% | +80.7% | −149.2 pp | +53.8% |
| 5 years | −78.4% | +64.6% | −143.0 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q2 2026 · 30 Jun 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 82.7 m | 77.1 m | 65.8 m | 107.4 m | 71.2 m | 90.9 m | 70.6 m | 70.9 m |
| Cost of revenue | 59.0 m | 55.4 m | 47.8 m | 72.0 m | 49.7 m | 60.0 m | 51.7 m | 54.7 m |
| Gross profit | 23.7 m | 21.7 m | 18.0 m | 35.3 m | 21.5 m | 31.0 m | 18.9 m | 16.3 m |
| SG&A | 21.7 m | 23.6 m | 24.6 m | 22.8 m | 18.6 m | 23.9 m | 22.2 m | 21.0 m |
| Operating income | 2.0 m | -1.9 m | -6.6 m | 12.5 m | 2.9 m | 7.1 m | -3.3 m | -4.8 m |
| Depreciation & amortisation | 8.2 m | 3.7 m | 4.9 m | 4.5 m | 4.8 m | 5.1 m | 6.1 m | 5.6 m |
| Pre-tax income | 587.0 k | -3.1 m | -6.0 m | 10.3 m | 613.0 k | 5.6 m | -4.5 m | -7.2 m |
| Income tax | 78.0 k | 497.0 k | -720.0 k | 1.8 m | 733.0 k | 187.0 k | -1.0 m | -1.6 m |
| Net income | 509.0 k | -3.6 m | -5.3 m | 8.6 m | -120.0 k | 5.4 m | -3.5 m | -5.6 m |
| Diluted EPS | 0.01 | -0.07 | -0.10 | 0.18 | 0.00 | 0.11 ≈ | -0.07 | -0.12 |
| Operating cash flow | -21.5 m | 37.5 m | -45.2 m | 19.8 m ≈ | -8.9 m ≈ | 11.4 m | -26.7 m | -6.8 m ≈ |
| Capex | 3.6 m | 5.3 m | 2.4 m | 1.2 m ≈ | 907.0 k ≈ | 1.6 m | 1.1 m | 744.0 k ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Fiscal years
| Fiscal year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 290.7 m | 304.2 m | 208.9 m | 340.4 m | 408.5 m | 334.5 m | 345.1 m | 335.3 m |
| Revenue YoY | unavailable | +4.6% | −31.3% | +62.9% | +20.0% | −18.1% | +3.2% | −2.8% |
| Net income | 8.9 m | 15.5 m | 8.1 m | 36.1 m | 43.9 m | -5.6 m | 5.9 m | 8.6 m |
| Net income YoY | unavailable | +75.1% | −47.8% | +346.2% | +21.4% | −112.7% | unavailable | +46.6% |
| Diluted EPS | -668.04 | -516.98 | 7.39 | 0.76 | 0.83 | -0.15 | 0.11 | 0.18 |
| Diluted EPS YoY | unavailable | unavailable | unavailable | −89.7% | +9.2% | −118.1% | unavailable | +63.6% |
| net % | 3.0% | 5.1% | 3.9% | 10.6% | 10.7% | -1.7% | 1.7% | 2.6% |
| Free cash flow | unavailable | 43.8 m | -14.4 m | 77.6 m | -8.6 m | -185.5 m | -2.9 m | -29.1 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2025 · 31 Dec 2025
- Cash
- 4.4 m USD
- Financial debt
- 112.3 m USD
- Net debt
- 108.0 m USD
- Equity
- 424.4 m USD
- Total assets
- 640.5 m USD
- Debt / equity
- 0.26x
- Current ratio
- 3.71x
- ROE
- 1.9%
- ROA
- 1.4%
- FCF margin
- -8.7%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 208.9 m | 340.4 m | 408.5 m | 334.5 m | 345.1 m | 335.3 m | SEC (XBRL)· 10 Mar 2026verified |
| Cost of revenue | 156.1 m | 221.0 m | 257.2 m | 242.1 m | 241.1 m | 229.5 m | SEC (XBRL)· 10 Mar 2026verified |
| Gross profit | 52.8 m | 119.4 m | 151.4 m | 92.4 m | 103.9 m | 105.8 m | SEC (XBRL)· 10 Mar 2026verified |
| SG&A | 55.6 m | 77.5 m | 96.3 m | 103.2 m | 94.2 m | 90.0 m | SEC (XBRL)· 10 Mar 2026verified |
| Operating income | 11.3 m | 56.7 m | 55.0 m | -10.8 m | 9.7 m | 15.8 m | SEC (XBRL)· 10 Mar 2026verified |
| Depreciation & amortisation | 24.2 m | 13.0 m | 11.0 m | 10.5 m | 16.0 m | 19.3 m | SEC (XBRL)· 10 Mar 2026verified |
| EBITDA | 35.5 m ≈ | 69.7 m ≈ | 66.0 m ≈ | -311.0 k ≈ | 25.8 m ≈ | 35.1 m ≈ | SEC (XBRL)· 10 Mar 2026derived |
| Interest expense | — | 4.0 k | 2.0 k | 733.0 k | 4.8 m | 7.7 m | SEC (XBRL)· 10 Mar 2026verified |
| Pre-tax income | 9.7 m | 47.8 m | 57.9 m | -7.7 m | 7.8 m | 10.5 m | SEC (XBRL)· 10 Mar 2026verified |
| Income tax | 1.7 m | 11.7 m | 14.0 m | -2.1 m | 2.0 m | 2.0 m | SEC (XBRL)· 10 Mar 2026verified |
| Net income | 8.1 m | 36.1 m | 43.9 m | -5.6 m | 5.9 m | 8.6 m | SEC (XBRL)· 10 Mar 2026verified |
| Diluted EPS | 7.39 | 0.76 | 0.83 | -0.15 | 0.11 | 0.18 | SEC (XBRL)· 10 Mar 2026verified |
| Weighted average diluted shares | 1.1 m | 47.3 m | 53.1 m | 51.5 m | 53.4 m | 48.8 m | SEC (XBRL)· 10 Mar 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 29.3 m | 130.2 m | 147.2 m | 5.9 m | 4.7 m | 4.4 m | SEC (XBRL)· 10 Mar 2026verified |
| Receivables | 50.2 m | 29.4 m | 28.3 m | 31.2 m | 34.6 m | 42.7 m | SEC (XBRL)· 10 Mar 2026verified |
| Inventories | 140.7 m | 159.3 m | 183.5 m | 177.8 m | 224.8 m | 205.4 m | SEC (XBRL)· 10 Mar 2026verified |
| Current assets | 179.0 m | 271.5 m | 333.6 m | 264.8 m | 284.0 m | 269.0 m | SEC (XBRL)· 10 Mar 2026verified |
| Property, plant & equipment, net | 7.8 m | 7.4 m | 12.6 m | 27.7 m | 36.3 m | 32.0 m | SEC (XBRL)· 10 Mar 2026verified |
| Goodwill | 19.9 m | 19.9 m | 19.9 m | 19.9 m | 19.9 m | 19.9 m | SEC (XBRL)· 10 Mar 2026verified |
| Intangibles (excl. goodwill) | 18.0 k | 15.9 m | 13.8 m | 11.7 m | 10.2 m | 8.0 m | SEC (XBRL)· 10 Mar 2026verified |
| Total assets | 389.1 m | 487.5 m | 531.6 m | 553.9 m | 604.7 m | 640.5 m | SEC (XBRL)· 10 Mar 2026verified |
| Accounts payable | 16.4 m | 20.0 m | 21.1 m | 29.9 m | 34.2 m | 29.6 m | SEC (XBRL)· 10 Mar 2026verified |
| Short-term debt | — | — | — | 1.3 m | 605.0 k | 993.0 k | SEC (XBRL)· 10 Mar 2026verified |
| Long-term debt | 0 | 0 | 0 | 36.3 m | 40.4 m | 111.3 m | SEC (XBRL)· 10 Mar 2026verified |
| Current liabilities | 31.7 m | 67.9 m | 52.8 m | 45.7 m | 75.0 m | 72.4 m | SEC (XBRL)· 10 Mar 2026verified |
| Total liabilities | 37.7 m | 78.6 m | 86.6 m | 108.9 m | 149.1 m | 216.0 m | SEC (XBRL)· 10 Mar 2026verified |
| Equity | 351.5 m | 408.9 m | 445.0 m | 445.0 m | 455.6 m | 424.4 m | SEC (XBRL)· 10 Mar 2026verified |
Cash flow · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | -12.2 m | 79.1 m | -113.0 k | -174.2 m | 11.2 m | -23.0 m | SEC (XBRL)· 10 Mar 2026verified |
| Capex | 2.1 m | 1.5 m | 8.5 m | 11.4 m | 14.1 m | 6.1 m | SEC (XBRL)· 10 Mar 2026verified |
| Free cash flow | -14.4 m ≈ | 77.6 m ≈ | -8.6 m ≈ | -185.5 m ≈ | -2.9 m ≈ | -29.1 m ≈ | SEC (XBRL)· 10 Mar 2026derived |
| Investing cash flow | -21.1 m | 13.2 m | 41.4 m | 3.1 m | -16.1 m | -3.9 m | SEC (XBRL)· 10 Mar 2026verified |
| Financing cash flow | 45.2 m | 8.6 m | -24.3 m | 29.7 m | 3.8 m | 26.5 m | SEC (XBRL)· 10 Mar 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
1 indicators that do not apply to the sector.
Valuation
olivLaw classification
- valuation methods computed: 0 of at least 1
A scoring methodology on indicators and valuation, not investment advice.
Closing price
30 Oct 2026Source: olivLaw, closing series
Market cap: 230.5 m USD
Key indicators
Coverage and freshness
Score by group
73% · Insufficient data
Estimated value range
unavailable — no valuation method could be computed
Valuation assumptions are editorial choices, not measured; beta is not measured.
Valuation methods
- DCF (discounted cash flow)unavailable · the base of the ratio is not positive
- Peers: EV/EBITDAunavailable · not enough peers
- Peers: P/Eunavailable · the base of the ratio is not positive
- Dividend discount (DDM)unavailable · the company pays no dividend: a dividend model needs an explicit initiation assumption
no valuation method could be computed
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Insufficient data
Minimum-evidence gate: valuation methods computed: 0 of at least 1
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | 0.3% | 0 (on a fixed band) | 14% |
| Net margin · Quality | -1.2% | 0 (vs peers) | 9% |
| FCF conversion · Quality | unavailable | unavailable | — |
| Revenue CAGR 3Y · Growth | -6.4% | 0 (on a fixed band) | 11% |
| EPS CAGR 3Y · Growth | -39.9% | 0 (on a fixed band) | 11% |
| Net debt / EBITDA · Balance sheet | 6.2x | 0 (on a fixed band) | 14% |
| Interest coverage · Balance sheet | 0.2x | 0 (on a fixed band) | 9% |
| Current ratio · Balance sheet | 3.3x | 100 (on a fixed band) | 6% |
| P/E (TTM) · Valuation | unavailable | unavailable | — |
| EV/EBITDA · Valuation | 16.0x | 0 (on a fixed band) | 14% |
| FCF yield · Valuation | -15.3% | 0 (on a fixed band) | 11% |
| Shareholder yield (distributions) · Returns | unavailable | unavailable | — |
| Payout ratio (FCF) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet20/100 · 3/3 factors with a value
- Growth0/100 · 2/2 factors with a value
- Quality0/100 · 2/3 factors with a value
- Returns· partialunavailable · 0/2 factors with a value
- Valuation0/100 · 2/3 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
AerSale Corporation (ASLE). Latest full fiscal year: 2025; data up to 2026-06-30.
Figures computed from the financial statements: revenue 335.3 m USD in 2025; YoY growth -2.8%; net margin -1.2%; ROE -0.9%; net debt/EBITDA 6.2x.
Valuation cannot be computed from the available data.
Insufficient data for a verdict (valuation methods computed: 0 of at least 1).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- Current ratio: 3.3x
What contradicts it
- ROIC: 0.3%
- Net margin: -1.2%
- Revenue CAGR 3Y: -6.4%
- EPS CAGR 3Y: -39.9%
- Net debt / EBITDA: 6.2x
- Interest coverage: 0.2x
- EV/EBITDA: 16.0x
- FCF yield: -15.3%
Not assessed (insufficient data or a ratio without meaning): FCF conversion, P/E (TTM), Shareholder yield (distributions), Payout ratio (FCF).
Versus the vertical median
Wholesale-Machinery, Equipment & Supplies (SIC 5080) · same industry (4-digit SIC) · compared with 5 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| AITApplied Industrial Technologies, Inc. | 10.7 bn | 26.0 | 22.5% | 8.4% | +8.8% | +14% / +92% |
| DSGRDistribution Solutions Group, Inc. | 1.6 bn | 179.8 | 1.4% | 0.4% | +9.8% | +28% / +16% |
| WLFCWillis Lease Finance Corp | 879.6 m | 4.4 | 13.8% | 12.0% | +28.3% | −3% / +179% |
| ASLEAerSale Corporation | 230.5 m | — | -0.9% | -1.2% | −2.8% | −35% / −68% |
| HDSNHudson Technologies Inc | 181.4 m | 20.9 | 3.6% | 3.5% | +4.0% | −53% / −67% |
| TLIHTen-League International Holdings Limited | 161.7 m | 36.7 | 49.6% | 7.3% | +38.4% | +36% / unavailable |
1- and 3-year price returns: for ASLE from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
| 3 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
| 5 years | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable | insufficient data Total return unavailable · Per year unavailable |
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
AerSale is a platform serving the commercial aviation aftermarket, extending the working life of mid-life aircraft through leasing, used serviceable material sales and MRO services. The company entered 2026 with falling revenue, as the absence of Flight Equipment sales weighed on results; second-quarter 2026 revenue was $70.9 million 3, and the outlook now depends on deliveries expected in the second half of the year.
SWOT
Strengths
- The integrated offering linking equipment acquisition, disassembly, USM parts and MRO creates cross-selling opportunities across segments 1.
- FAA 'unlimited' repair station ratings allow faster introduction of new capabilities through approved self-certification procedures 1.
- Top customers have been with the company for at least five years, suggesting a stable and recurring customer base 1.
Weaknesses
- Revenue is highly volatile from quarter to quarter because it depends on the timing of Flight Equipment sales, which can be absent entirely in a period 3.
- Recent quarterly results showed a net loss and very low adjusted EBITDA, while liquidity remains limited relative to funding needs 3.
- Operating cash flow has been negative because of continued investment in inventory and feedstock acquisitions 3.
Opportunities
- The FAA compliance deadline for AerSafe could support demand in the second half of 2026 3.
- Expanding the engine and freighter leasing portfolio could bring more recurring revenue if new contracts materialize 3.
- Government and defense contracts, typically steadier than the commercial cycle, are a growth direction the company has named 1.
Threats
Risks
- Revenue volatilityhigh
Flight Equipment sales are lumpy, and their absence in a quarter can sharply reduce revenue and results, as happened in the second quarter of 2026 3.
- Liquidity and financinghigh
The company reported limited liquidity and negative operating cash flow, and reliance on credit facilities could constrain growth if access to funding tightens 13.
- Recoverability of asset valuesmedium
Lower demand or lower market values for aircraft and engines could lead to impairments and difficulty recovering costs 1.
- Dependence on airline outsourcingmedium
MRO volumes depend on airlines choosing to outsource maintenance, and a reversal of that trend could affect results 1.
- Shortage of skilled personnelmedium
Difficulty attracting and keeping qualified technicians could raise labor costs and hinder execution 1.
Investment thesis
What would need to be true (bull case)
- If deferred Flight Equipment sales and lease deals close in the second half of the year, results could recover quickly, according to the company's release 3.
- The integrated model and loyal customer base could support recurring MRO and USM revenue even in periods of lumpy equipment sales 1.
- The AerSafe FAA deadline and the CRJ multi-line contract could drive higher activity in TechOps 3.
What would break the thesis
- Recent results are weak, and a delay in converting sales could prolong losses and pressure liquidity 3.
- Investments in inventory and labor made ahead of demand could remain a burden if the promised volumes do not materialize 3.
- Larger rivals with superior financial and technical resources could compress the company's margins through more aggressive offers 1.
What to watch
- Revenue trend in TechOps, including the ramp-up of the CRJ maintenance contractQ3 2026
- Level of liquidity and use of the revolving credit facilityQ3 2026
- Demand for AerSafe ahead of the FAA November 2026 compliance deadlinenext 10-K
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
AerSale provides full-service support to owners and operators of mid-life commercial aircraft that lack the infrastructure or expertise to maintain them cost-effectively through the second half of their operating life 1. Its model combines acquiring Flight Equipment from airlines and lessors, disassembling it into used serviceable material (USM), and providing MRO services, so that each asset is monetized to the fullest 1. The company was formed through the business combination with Monocle Acquisition Corporation in December 2020 1.
The company sells to more than 1,000 customers worldwide, including passenger and cargo airlines, government agencies, MRO providers and leasing companies 1. According to its annual report, top customers have been with it for years, and much of its revenue comes from customers using more than one service, supporting the recurring nature of the business 1. The U.S. dollar is its primary functional currency, to reduce foreign currency risk 1.
Growth priorities include broadening MRO capabilities using FAA 'unlimited' repair station ratings, deepening government business, launching proprietary Engineered Solutions such as AerSafe and AerAware, expanding geographically and pursuing strategic acquisitions 1. The company has said it will keep evaluating acquisitions that meet its financial return profile 1.
Segments
Asset Management Solutions
The Asset Management Solutions segment represented approximately 63% of revenue in fiscal 2025 1. It covers leasing and sale of aircraft and engines and their disassembly into USM parts; in the second quarter of 2026 segment revenue fell to $37.1 million as Flight Equipment sales were absent, while leasing grew 23.
Market context
The commercial aviation aftermarket is highly competitive, with participants including OEMs, MRO providers, airlines, leasing companies and USM sellers 1. The company's revenue is shaped by the cyclicality of the industry, maintenance demand and the availability of Flight Equipment for purchase, and recent results reflect timing gaps in sales 13.
Demand for maintenance and parts depends on the number of aircraft operating and how far airlines outsource maintenance 1. Demand for AerSafe, linked to an FAA compliance deadline in November 2026, is expected to peak in the third quarter of 2026 according to the company's release 3.
Trends
- Cyclicality of commercial aviationheadwind
The commercial aviation industry is historically cyclical and is affected by geopolitical instability, fuel prices and credit constraints, which can reduce demand for parts and services 1. If these conditions worsen, the company could see lower activity.
- Demand for mid-life fleetstailwind
Operators that prefer to extend fleet life rather than buy new aircraft may support demand for the company's services and parts, a model AerSale describes as an alternative to new equipment purchases 1.
- Trade tensions and tariffsheadwind
U.S. tariffs and possible retaliation by other countries could raise the cost of components and services for customers, which could weigh on demand 2.
- Leasing and MRO expansionmixed
Growth of the engine and B757 freighter lease portfolio and expanding MRO capacity could support more recurring revenue if execution holds 3.
Competitive position
Competition is intense and comes from OEMs, MRO providers, airlines, leasing companies and USM distributors 1. Some competitors have substantially greater financial, technical and marketing resources, which may let them offer broader service ranges at more attractive prices 1.
The company's advantage lies in its integrated offering spanning acquisition, leasing, USM parts and MRO, together with its FAA 'unlimited' repair station ratings 1. If this integration fails to add value, its competitive position could weaken.
- AAR Corp.AIR
Named by the company as a competitor in both Asset Management Solutions and TechOps 1.
- Willis Lease Finance CorpWLFC
Named by the company as a competitor in the asset and leasing space 1.
- VSE CorporationVSEC
Named by the company as a competitor to its TechOps segment 1.
- HEICO CorporationHEI
Named by the company among competitors in aviation parts and assets 1.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
No news in our archive over the last 180 days.
SEC filings
- Current report25 Sept 2026Item 3.03 · Amendments to articles or bylaws · Other events · Financial statements and exhibits
- Quarterly report07 Aug 2026
- Current report06 Aug 2026Results of operations · Financial statements and exhibits
- Current report17 Jun 2026Shareholder vote
- Quarterly report08 May 2026
- Current report07 May 2026Results of operations · Financial statements and exhibits
- Proxy statement28 Apr 2026
- Annual report10 Mar 2026
- Current report05 Mar 2026Results of operations · Financial statements and exhibits
- Current report05 Dec 2025Other events
Sources
- [1] Form 10-K, fiscal year ended 2025-12-31 · SEC / AerSale Corporation · 10 Mar 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / AerSale Corporation · 07 Aug 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / AerSale Corporation · 06 Aug 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.