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.

Financial Statements

In thousands, USD
FY 2025FY 2024FY 2023FY 2022
Total Revenues335,286345,066334,503408,544
Cost of Sales229,512241,130242,082257,150
Gross Profit105,774103,93692,421151,394
Selling, General & Administrative Expenses89,98494,192103,19196,348
Operating Profit15,7909,744(10,770)55,046
Interest Expense(8,330)(5,703)1551,093
Non-Operating Income3,0673,7962,9361,743
Total Non-Operating Income(5,263)(1,907)3,0912,836
Income Before Provision for Income Taxes10,5277,837(7,679)57,882
Provision for Income Taxes1,9521,986(2,116)14,021
Consolidated Net Income8,5755,851(5,563)43,861
Net Income Attributable to Common Shareholders8,5755,851(5,563)43,861
Basic EPS0.180.11-0.110.85
Diluted EPS0.180.11-0.150.83
Basic Weighted Average Shares Outstanding48,37953,11451,29151,568
Diluted Weighted Average Shares Outstanding48,75553,35951,45853,146
Shares Outstanding47,22253,25352,95451,189
FY 2025FY 2024FY 2023FY 2022
Cash and Cash Equivalents4,3794,6985,873147,188
Total Cash and Cash Equivalents4,3794,6985,873147,188
Accounts Receivable42,65434,64631,23928,273
Other Receivables1,7281,9941,628
Total Trade Receivables44,38236,64032,86728,273
Inventories211,058231,635364,925211,115
Other Current Assets9,17011,05712,50713,022
Total Current Assets268,989284,030264,774333,556
Net Property, Plant & Equipment322,882268,24181,68675,550
Net Intangible Assets18,34720,53021,98624,112
Goodwill19,86019,86019,86019,860
Other Long-Term Assets10,39412,06215,17612,459
Total Assets640,472604,723553,938531,579
Accounts Payable29,64534,18429,89921,131
Accrued Expenses7,2337,4005,4788,843
Current Portion of Long-Term Debt9936051,278
Current Portion of Leases4,3134,3564,5934,426
Unearned Revenue5301,7812,9981,355
Other Current Liabilities29,71926,6441,46717,085
Total Current Liabilities72,43374,97045,71352,840
Long-Term Debt111,33740,44436,281
Leases28,19030,56524,37728,283
Other Long-Term Liabilities4,0813,1242,5515,476
Total Long-Term Liabilities143,60874,13363,20933,759
Total Liabilities216,041149,103108,92386,599
Common Stock5550
Additional Paid-in Capital276,729316,493311,739306,141
Retained Earnings147,697139,122133,271138,834
Total Common Shareholders' Equity424,431455,620445,015444,975
Total Shareholders' Equity424,431455,620445,015444,975
Total Liabilities and Shareholders' Equity640,472604,723553,938531,579
FY 2025FY 2024FY 2023FY 2022
Net Income8,5755,851(5,563)43,861
Depreciation & Amortization19,33416,04810,45910,984
Share-Based Compensation Expense4,8874,34712,05116,498
Other Adjustments5,7274,323(920)606
Changes in Trade Receivables(8,008)(3,601)(2,966)(1,029)
Changes in Inventories(54,800)(78,029)(168,632)(37,637)
Changes in Accounts Payable(4,539)4,2878,7681,164
Changes in Accrued Expenses(232)1,832(3,537)417
Changes in Income Taxes Payable595(366)(1,628)(3,443)
Changes in Unearned Revenue(1,251)(1,217)1,643(1,505)
Changes in Other Operating Activities6,74357,709(23,825)(30,032)
Cash from Operating Activities(22,969)11,184(174,150)(113)
Capital Expenditure(6,081)(14,052)(11,359)(8,462)
Proceeds from Sale of Property, Plant & Equipment6,38112,90014,45052,771
Other Investing Activities(4,160)(14,978)(2,938)
Cash from Investing Activities(3,860)(16,130)3,09141,371
Issuance of Short-Term Debt305,418192,64482,700
Repayments of Short-Term Debt(234,600)(182,409)(53,700)
Net Issuance / (Repayments) of Short-Term Debt70,81810,23529,000
Issuance of Long-Term Debt1,1732,4298,559
Repayments of Long-Term Debt(710)(9,174)
Net Issuance / (Repayments) of Long-Term Debt463(6,745)8,559
Issuance of Common Shares(37)(124)(7,019)538
Repurchases of Common Shares(44,614)531566(24,796)
Net Issuance / (Repurchases) of Common Shares(44,651)407(6,453)(24,258)
Other Financing Activities(120)(126)(1,362)
Cash from Financing Activities26,5103,77129,744(24,258)
Increase / (Decrease) in Cash, Cash Equivalents and Restricted Cash(319)(1,175)(141,315)17,000

Key Metrics & Ratios

MetricValue
Market Cap$336M
P/E39.50x
P/S1.00x
EV/EBITDA13.56x
Return on Equity1.9%
Return on Invested Capital2.3%
Current Ratio3.71x
Free Cash Flow Margin-8.7%

Margins

Gross margin
31.5%
Operating margin
4.7%
Net margin
2.6%

Quarterly Trend

QuarterRevenueYoY growthOperating marginOperating income
Q2 2026 $71M -33.9% -6.7% $-5M
Q1 2026 $71M +7.4% -4.7% $-3M
Q4 2025 $91M -4.0% 7.8% $7M
Q3 2025 $71M -13.9% 4.0% $3M
Q2 2025 $107M 11.7% $13M
Q1 2025 $66M -10.1% $-7M
Q4 2024 $95M 5.2% $5M
Q3 2024 $83M 2.4% $2M

More on AerSale Corp.

Figures compiled from public company filings.

See how VectorShift works for your firm

Request Demo