Brief: AerSale Q2 Revenue USD 107.4 Million

Aersale

06/08/2025 21:05

Overview

AerSale Q2 2025 revenue rises 39.3%, beating analyst expectations, per LSEG data

The provider of aftermarket commercial jet aircraft, engines, and components posts adjusted EPS, exceeding analyst estimates

Co's revenue growth driven by flight equipment sales and strong USM demand

Outlook

AerSale expects to capitalize on market opportunities with strong inventory position

AerSale sees volatility in flight equipment sales impacting revenue

Result Drivers

FLIGHT EQUIPMENT SALES - Revenue growth driven by increased flight equipment sales, totaling $33.4 mln, compared to $17.9 mln year-ago

USM DEMAND - Strong commercial demand for Used Serviceable Material and AerSafe products contributed to revenue increase

TECHOPS DECLINE - TechOps revenue fell 11.9% due to contract conclusion and operational transition at facilities

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$107.40 mln
$86.30 mln (2 Analysts)
Q2 Adjusted EPS
Beat
$0.2
$0.03 (2 Analysts)
Q2 EPS
$0.18
Q2 Net Income
$8.60 mln
Q2 Gross Margin
32.9%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 1 "strong buy" or "buy", 1 "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 $6.50, about 6% above its August 5 closing price of $6.11

The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 14 three months ago

Press Release: ID:nBwb6R9BGa

(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.)