AerSale Q3 revenue misses estimates

Aersale

06/11/2025 22:08

Overview

AerSale Q3 revenue declines, missing analyst expectations due to no aircraft or engine sales

Adjusted EPS for Q3 misses analyst estimates, reflecting lower revenue

Adjusted EBITDA increases due to higher leasing revenue and cost control measures

Outlook

AerSale expects higher lease revenue from 757 freighter aircraft going forward

Company anticipates AerSafe™ demand to continue through Q3 of 2026

AerSale sees demand momentum at Goodyear MRO facility extending through 2026

Result Drivers

USM AND AERSAFE DEMAND - Strong commercial demand for USM and AerSafe products drove revenue growth

MRO FACILITY TRANSITION - Lower revenue at Roswell MRO and Goodyear MRO facilities due to transition to higher margin opportunities

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Miss
$71.2 mln
$93.9 mln (2 Analysts)
Q3 Adjusted EPS
Miss
$0.04
$0.17 (2 Analysts)
Q3 EPS
Q3 Net Income
-$100,000
Q3 Gross Margin
30.20%


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 $7.50, about 3.3% above its November 5 closing price of $7.25

The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 21 three months ago

Press Release: ID:nBw9YZVfha

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@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.)