AerSale Analysis in April (2026) | Price Target, Profits & Valuation

AerSale

NasdaqCM:ASLE

$ 6,59

+ $0,10 (1,54%)

6,59 $

+$0,10 (1,54%)

End-of-day quote: 04/09/2026

AerSale Stock Value

Analysts currently give AerSale a rating of Hold.

Hold

AerSale Company Info

EPS Growth 5Y

14,87%

Market Cap

$0,31 B

Long-Term Debt

$0,11 B

Short Interest

4,01%

Annual earnings

N/A

Dividend

$0,00

Dividend Yield

0,00%

Founded

2008

Industry

Industrials

Country

United States

ISIN Number

US00810F1066

Website

http://www.aersale.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

$8,00

21.4%

Last Update: 04/10/2026

Analysts: 2

Highest Price Target $8,00

Average Price Target $8,00

Lowest Price Target $8,00

In the last five quarters, AerSale’s Price Target has fallen from $10,94 to $10,50 - a -4,02% decrease. Two analysts predict that AerSale’s share price will increase in the coming year, reaching $8,00. This would represent an increase of 21,40%.

Top growth stocks in the industrials sector (5Y.)

What does AerSale do?

AerSale Corporation (AerSale) is a worldwide provider of aftermarket commercial aircraft and engines ('Flight Equipment') and their parts to airlines, leasing companies, manufacturers of original equipment, government and defense contractors, and repair and overhaul service providers. Segments The company operates through two reporting segments: Asset Management Solutions and Technical Operations (TechOps), which, taken together, provide comprehensive support to owners and operators of used co...

Segments

The company operates through two reporting segments: Asset Management Solutions and Technical Operations (TechOps), which, taken together, provide comprehensive support to owners and operators of used commercial aircraft.

Asset Management Solutions

The company’s Asset Management Solutions segment, which represented approximately 62% of its revenue during the fiscal year ended December 31, 2024, acquires Flight Equipment from airlines and leasing companies as feedstock to support the company’s business activities. Asset Management Solutions activities include the sale and lease of aircraft and engines, as well as the disassembly of these assets for component parts (such as used serviceable material (‘USM’)) that can be utilized to support third-party sales and lower the cost to maintain its portfolio of leased assets.

The company’s aircraft and engines generally provide highly customized full-service, short-term lease support, where an operator is provided with a turn-key piece of Flight Equipment that can meet the customer’s specific needs. The company’s business model provides an alternative to the procurement of new aircraft, engines and parts traditionally sold by original equipment manufacturers (‘OEMs’) or delivered new and leased by pure-play aircraft and engine leasing companies. Because the company has created the infrastructure to market through alternative channels, it is able to maximize financial returns on Flight Equipment by cost-effectively placing such assets in the secondary market for the balance of their operating life, and upon retirement from service, extracting their greatest residual value by disassembling Flight Equipment assets to the piece-part level for re-use as USM. The company’s integrated business units to maximize the sum of each asset’s alternative revenue streams, ranging from their sale or lease as whole operating assets, down to utilizing their collective individual components to serve as USM feedstock or to lower its leasing and operating costs related to MRO services.

The company also offers its integrated Asset Management Solutions services to third-party clients who lack the expertise and/or infrastructure to optimize their Flight Equipment investments. the company leases engines and airframes primarily as a means of extracting value from the remaining operating life of an asset prior to disassembly for USM parts. The company focuses primarily on highly customized aircraft leases or short-term engine leasing where it can demand a lease premium, and the company utilizes its USM and MRO capabilities to fully meet all maintenance needs, which allow the company to fully monetize collected maintenance reserves. After disassembly, the company utilizes the pieces as low-cost spare parts feedstock to support its various other business segments, including USM part sales, and in conjunction with its third-party maintenance operations. Consequently, the vast majority of aircraft and engines that the company has acquired have ultimately been disassembled for their USM parts once the full value of their remaining operating life has been extracted.

TechOps

The company’s TechOps segment, which represented approximately 38% of its revenue during the fiscal year ended December 31, 2024, provides nose-to-tail MRO services on the most popular commercial aircraft, engines, and components that serve the passenger, cargo, and government sectors. Through the company’s collective U.S.-based MRO facilities, it provides extensive maintenance and modification services for aircraft and their individual components. The company’s aircraft facilities located in Goodyear, Arizona, Roswell, New Mexico, and Millington, Tennessee collectively feature approximately 760,000 square feet of hangar space, from which it provides high-quality airframe MRO services, structural modification, conversions, and flight system upgrades, including disassembly and re-cycling operations for retiring aircraft. The company additionally offers convenient long-term storage capacity for up to 650 aircraft in ideal dry-desert conditions.

At the individual component level, the company’s facilities located in Miami, Florida, Rio Rancho, New Mexico, and Millington, Tennessee collectively offer specialized component MRO capabilities and services covering hydraulics, composites, pneumatics, fuel systems, electro-mechanical assemblies, interiors, painting, flight controls, nacelles, and landing gear for passenger, cargo, and military aircraft applications.

The company’s TechOps segment leverages its robust engineering team to provide highly specialized technical support to its MRO facilities, as well as to develop advanced technical repairs, modifications and products, which the company markets under the tradename ‘Engineered Solutions.’ This business unit includes the design, manufacture, and installation of new products, systems, and services that can enhance aircraft performance, safety, and service life at lower costs than traditionally expensive OEM products and services. Engineered Solutions also serves to lower the cost of Flight Equipment ownership with savings on MRO-related expenses, including compliance with mandatory and market-driven equipment upgrades. These cost-saving solutions are approved by the Federal Aviation Administration (‘FAA’) under Supplemental Type Certificates (‘STCs’), which provides the company with the unique ability to perform these modifications. The company uses its FAA-approved Parts Manufacturing Authority (‘PMA’) to integrate third party components in developing the company’s STC solutions. The company has also obtained approval from various foreign regulatory authorities to validate its STCs and PMA products for use by operators outside of the United States.

One example of the company’s Engineered Solutions is its AerSafe product line. The company designed and received FAA approval to market AerSafe as a solution for compliance with an FAA mandate to mitigate aircraft fuel tank flammability on Boeing and Airbus aircraft. AerSafe has also been approved for installation on certain aircraft models that are regulated by the European Aviation Safety Agency (‘EASA’) and the National Civil Aviation Agency of Brazil. Another example of the company’s Engineered Solutions is its AerAware product, an industry-leading, next generation Enhanced Flight Vision System (‘EFVS’) that has received approval by the FAA for the Boeing B737NG product line.

Competition

The company’s Asset Management Solutions segment competitors include AAR Corp., AerCap, Delta Air Lines, Inc., GA Telesis, LLC, Kellstrom Aerospace, Heico Corporation, Willis Lease Finance Corp, Air Transport Services Group, LLC, Unical Aviation, Inc, Satair Group and Aviall, Inc, while competitors to its TechOps segment include AAR Corp., Aviation Technical Services, Inc., HAECO Americas, MRO Holdings, Inc., ST Engineering North America, Air Transport Services Group, LLC, Delta TechOps, TransDigm Group, VSE Corporation, Woodward, Inc., and Lufthansa Technik AG.

Growth Strategies

The company's strategies are to broaden its MRO capabilities; expand the company's government presence; introduce new engineered solutions; expand its geographical footprint; and pursue strategic acquisitions.

Customers

The company sells to more than 1,000 customers worldwide. Non-U.S. customers accounted for approximately 37% of its total revenue for 2024. The company’s principal customers are consisted of domestic and foreign passenger airlines, cargo operators and governmental agencies. The company also sells its products and services to a broad range of companies that provide aftermarket Flight Equipment support services, including OEMs, MRO providers, financial sponsors and leasing companies.

In the year ended December 31, 2024, nine of the company’s top ten customers by revenue had been customers for five years or more, and 73% of revenue from its top 100 customers was generated from sales from customers utilizing more than one of the company’s service offerings.

Sales and Marketing

The company employs a sales force of 38 individuals. The company utilizes a matrixed marketing approach, where its individual business segments dedicate resources to market directly to their respective customer audience, while the company’s regional sales specialists’ co-market its combined product and service offerings to clients within their territories. Given the technical nature of the company’s business, business unit-specific technical staff frequently participate in marketing presentations and campaign developments in the support of marketing initiatives spanning the sale, lease and MRO of aircraft, engines and their components.

The company primarily markets and sells its products and services through the company’s direct sales force. On occasion, the company utilizes contract services to assist in specific client-targeted sales efforts. In addition, the company utilizes foreign representation in certain regional markets outside of the United States. The company augments its direct customer marketing efforts with industry event sponsorships, conference participation, press release broadcast, web site promotion and social media initiatives, in addition to trade publication announcements, advertising and periodical article contributions.

Intellectual Property

The company maintains trademarks on ‘AerSale’ and on certain branded product offerings (e.g., AerSale active into 2031, AerSafe active into 2031, AerTrak active into 2028, and AerAware).

Government Regulation

The company operates six the Federal Aviation Administration/ the European Aviation Safety Agency (FAA/EASA) certified repair stations, in addition to holding various other international airworthiness authority approvals, which are repair station facility specific. The company’s repair station facilities are required by the FAA to hold pertinent certification approvals for the products and MRO services that it provides for its customers, and the company is required to adhere to all relevant FAA rules and regulations as a condition to maintaining those certifications.

Certain of the company’s Engineered Solutions include products that are authorized by the FAA through issuance of STC approval for their respective application.

The company facilitates the production of certain of its Engineered Solutions through the manufacture of new parts in accordance with its FAA approved PMA certifications, as well as the manufacture of certain new replacement parts under its FAA repair station authorities. The company also employs FAA certified personnel called ‘Designated Airworthiness Representatives’ and ‘Designated Engineering Representatives’ to facilitate its MRO operations through the development and regulatory approval of specialized airframe and component designs, repairs, modifications, and installations. The company relies on these FAA approvals to market its Engineered Solutions to third parties, as well as to utilize them on its own Flight Equipment.

Environmental Matters

The company’s business, operations and facilities are subject to numerous stringent federal, state and local environmental laws and regulations by government agencies, including the U.S. Environmental Protection Agency.

History

AerSale Corporation was founded in 2008.

AerSale Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Revenue distribution by industry:** - Aircraft and engine parts: 45% - Aircraft maintenance, repair, and overhaul (MRO): 35% - Technical services and solutions: 20% **TOP 3 markets and their percentage shares:** - USA: 60% - Europe: 25% - Asia-Pacific: 10% AerSale Corporation generates the major...

At which locations are the company’s products manufactured?

**Production Sites:** Roswell, New Mexico; Goodyear, Arizona (as of 2023) AerSale Corporation is known for the overhaul, repair, and maintenance of aircraft as well as the trading of aircraft parts. The company operates key production and maintenance sites in Roswell, New Mexico, and Goodyear, Ariz...

What strategy does AerSale pursue for future growth?

**Revenue Growth:** 10% (estimated for 2026 based on industry trends and company reports) **Strategic Focus Areas:** 1. **Fleet Management and MRO Services:** AerSale Corporation is increasingly focusing on expanding its services in Maintenance, Repair and Overhaul (MRO) as well as fleet management...

Which raw materials are imported and from which countries?

**Key Commodities/Materials:** Aluminum, Titanium, Composite materials **Main Import Countries:** China, Russia, Canada AerSale Corporation operates in the aviation industry and therefore requires specific materials for the maintenance, repair, and overhaul of aircraft. The key commodities includ...

How strong is the company’s competitive advantage?

**Market share:** Estimated at 5-7% in the aircraft maintenance and overhaul sector (2026) **Revenue growth:** 8.5% (2025) **EBITDA margin:** 18% (2025) AerSale Corporation has gained a solid competitive advantage through its wide range of services in aircraft maintenance, overhaul, and modificat...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** 62% (2026, estimated) **Insider Purchases:** 1.5 million USD (2025) **Insider Sales:** 2.3 million USD (2025) The institutional investor share in AerSale Corporation is estimated to be 62%. This demonstrates a strong trust from institutional investors in the comp...

What percentage market share does AerSale have?

**Market share of AerSale Corporation:** Estimate: 2-3% (2026) **Top competitors and their market shares (estimates):** 1. **AAR Corp:** 10% 2. **GA Telesis:** 8% 3. **Aviall (a Boeing company):** 7% 4. **STS Aviation Group:** 5% 5. **StandardAero:** 4% 6. **AerSale Corporation:** 2-3% 7. **AJW Gro...

Is AerSale stock currently a good investment?

**Revenue Growth:** 10% (2025) **EBITDA Margin:** 18% (2025) **Net Cash Position:** $150 million USD (2025) AerSale Corporation achieved a revenue growth of 10% in 2025, driven by strong demand for its products and services in the aviation sector. The EBITDA margin of 18% indicates that the company...

Does AerSale pay a dividend – and how reliable is the payout?

**Dividend:** No payout (as of 2023) AerSale Corporation has not distributed any dividends to its shareholders as of 2023. The company has focused on investing its financial resources in the growth and expansion of its business rather than paying dividends. The reliability of the payout cannot be...

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AerSale Stock Value

AerSale Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the industrials sector (5Y.)

What does AerSale do?

AerSale Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

AerSale Stock Value

AerSale Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the industrials sector (5Y.)

What does AerSale do?

AerSale Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.