AerSale (ASLE)
Monetizes mid-life aircraft through parts, leasing, MRO, and engineered solutions.
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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
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jun 29, 2026 | B. Riley | Initiate | Rating: — | |
| Jul 11, 2025 | Truist Securities | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $2.2M · Total debt $177.9M · Total assets $687.1M · Shareholders' equity $418.7M
- Revenue
- $70.9M
- Operating income
- −$4.8M
- Net income
- −$5.6M
No dividends on record.
| Institutions | 64.17% | 30.32M shares | |
|---|---|---|---|
| 147 holders · as of Jun 30, 2026 | |||
| Insiders | 11.35% | 5.36M shares | |
| 14 holders · as of Sep 3, 2026 | |||
| Strategic holders | 8.43% | 3.98M shares | |
| 1 holder · as of Apr 23, 2026 | |||
| Other | 16.05% | 7.58M shares | |
| remainder | |||
47.25M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
M3F, Inc.Institution | 9.39% | 4.44M | as of Jun 30, 2026 |
M3 Funds, LLCStrategic | 8.43% | 3.98M | filed Apr 23, 2026 |
Robert B. NicholsInsiderdirector | 7.41% | 3.50M | filed Jun 9, 2026 |
BlackRock, Inc.Institution | 5.81% | 2.75M | as of Jun 30, 2026 |
Private Capital Management, LLCInstitution | 4.43% | 2.10M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 1, 2026 | Benjamin Thomas Tschirhart | officer: See Remarks | −882 | $5.44 |
| 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 |
- 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
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| AerSale | $5.55 | +1.37% | $258.5M | — | 20.9 | 0.9 | −33.9% |
| AAR | $117.53 | +1.09% | $4.64B | 23.9 | 20.4 | 1.4 | +23.0% |
| FTAI | $192.73 | −0.01% | $19.77B | 41.9 | 21.6 | 6.4 | +40.9% |
| VSE | $181.11 | +0.54% | $5.05B | 66.2 | 24.7 | 3.7 | +65.0% |
| HEICO | $307.05 | +1.33% | $42.22B | 50.5 | 44.6 | 8.2 | +23.1% |
| Willis Lease Finance | $54.46 | −0.51% | $1.16B | 24.9 | 9.1 | 1.5 | −0.8% |
| AerCap | $143.45 | +0.31% | $22.55B | 7.0 | 8.4 | 2.7 | +14.9% |
| TransDigm Group | $1,106.13 | −0.32% | $62.07B | 33.7 | 23.8 | 6.2 | +22.6% |
| Delta Air Lines | $82.93 | +0.52% | $54.25B | 13.7 | 10.8 | 0.8 | +18.7% |
| Median | 29.3 | 21.0 | 3.2 | +22.8% |