Business Description

AerSale Corporation is a global provider of aftermarket commercial aircraft, engines, and parts, as well as maintenance, repair, and overhaul (MRO) services. The company serves passenger and cargo airlines, leasing companies, original equipment manufacturers, and government and defense contractors. It is distinctive for its integrated approach, offering both asset management solutions and technical operations, including proprietary engineered solutions and aircraft conversions.

Everything on AerSale Corp.

Revenue (FY2025) $335M
YoY growth -2.8%
Operating margin 4.7%
Direction
Gross margin 31.5%
Net margin 2.6%

Earnings Transcripts

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Leadership & board

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Share Repurchase Program

Latest FY repurchased
$45.0 million (one-time privately negotiated purchase of 6,428,571 shares at $7.00 per share on March 18, 2025); no shares repurchased during Q4 2025

Named Competitors

AAR Corp.AerCapDelta Air Lines, Inc.GA Telesis, LLCKellstrom AerospaceHeico CorporationWillis Lease Finance Corp.Unical Aviation, Inc.Satair GroupAviall, Inc.FTAI AviationAviation Technical Services, Inc.HAECO AmericasMRO Holdings, Inc.ST Engineering North AmericaDelta TechOpsTransDigm GroupVSE CorporationWoodward, Inc.Lufthansa Technik AGTriumph Group +9 more

Customer Concentration

AerSale sells to more than 1,000 customers worldwide, principally domestic and foreign passenger airlines, cargo operators and governmental agencies. Non-U.S. customers accounted for approximately 46% of total revenue in 2025. No single customer accounted for more than 10% of total revenue in 2025; one customer represented 15% of total revenue in 2024 and two customers together represented 25% in 2023. Sales to the 2024 10%-plus customer totaled $50.9 million ($33.5 million in TechOps and $17.4 million in Asset Management Solutions). All of the company's top ten customers by revenue in 2025 had been customers for five years or more, and 67% of revenue from its top 100 customers came from customers utilizing more than one service offering. No customer accounted for more than 10% of the trade receivable balance at December 31, 2025 or 2024.

Recent SEC Filings

2026-08-06 Reported quarterly results View filing ↗
2026-06-17 Shareholder vote results View filing ↗
2026-05-07 Reported quarterly results View filing ↗
2026-03-05 Reported quarterly results View filing ↗
2025-12-05 Other event View filing ↗
2025-11-06 Reported quarterly results View filing ↗
2025-08-12 Leadership change (directors/officers) View filing ↗
2025-08-07 Leadership change (directors/officers) View filing ↗
2025-08-06 Reported quarterly results View filing ↗
2025-06-11 Shareholder vote results View filing ↗
2025-05-07 Reported quarterly results View filing ↗
2025-04-03 Leadership change (directors/officers) (+1 more) View filing ↗

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