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

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

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(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.)