Overview
Aviation aftermarket services provider's Q4 revenue fell 4% yr/yr due to timing of sales
Adjusted EBITDA for Q4 rose 17.1% driven by MRO profitability
Outlook
AerSale plans to expand MRO capabilities and monetize inventory in 2026
Company expects continued growth in USM and leasing activities
Result Drivers
FLIGHT EQUIPMENT SALES - Revenue from flight equipment sales decreased due to fewer engines sold compared to the prior year
Company press release: ID:nGNX312MtP
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Miss
$90.90 mln
$99.71 mln (2 Analysts)
Q4 Adjusted EPS
Miss
$0.16
$0.20 (2 Analysts)
Q4 EPS
$0.11
Q4 Net Income
$5.40 mln
Q4 Gross Margin
34.10%
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the aerospace & defense peer group is "buy."
Wall Street's median 12-month price target for AerSale Corp is $8.00, about 5.7% above its March 4 closing price of $7.57
The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 11 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
