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AerSale Corporation (ASLE)
NASDAQ:ASLE
RESEARCH TOOLSreports
Earnings Data
Report Date
May 13, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.09Last Year’s EPS
0.11Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 06, 2025
|% Change Since: 16.55%
|Next Earnings Date:May 13, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted significant improvements in revenue and profitability driven by strategic initiatives and cost efficiency measures. However, challenges remain with MRO parts sales, facility delays, and feedstock availability. The outlook for 2025 is optimistic, with expectations for continued growth and improved operations.Company Guidance
During the AerSale Inc. Fourth Quarter 2024 Earnings Conference Call, the company provided several key metrics, indicating a solid performance and strategic focus for future growth. Fourth quarter revenue was reported at $94.7 million, slightly up from the previous year, despite a $16.4 million reduction in whole asset sales compared to 2023. Excluding whole asset sales, which are known for their volatility, the fourth quarter sales experienced a 35.5% increase. Adjusted EBITDA saw a remarkable rise of 118% to $13.1 million, showcasing improved profitability. For the full year 2024, revenue reached $345.1 million, a 3.2% increase over 2023, with revenue excluding whole asset sales up 18.7%. Full-year adjusted EBITDA increased significantly to $33.4 million from $12.3 million the previous year. The company also noted a 1% decrease in Asset Management sales to $64 million, although excluding whole asset sales, revenue rose by 91.7%. The TechOps segment saw a 3.1% revenue increase in Q4 to $30.7 million, and an 8.6% increase for the year, reaching $129.6 million, driven by strong MRO demand and AerSafe unit sales. AerSale's cash position at the end of Q4 was $4.7 million, with total debt at $41 million, and the company generated $11.2 million in free cash flow during the year.Strong Revenue and EBITDA Growth
Fourth quarter revenue increased to $94.7 million, with a 35.5% increase when excluding volatile whole asset sales. Adjusted EBITDA rose significantly by 118% to $13.1 million, indicating stronger profitability.
Successful Strategic Initiatives
Strategic initiatives such as deploying capital to cost-effective feedstock, expanding the lease pool, and growing MRO capabilities contributed to improved operational performance.
Progress in Asset Management
Excluding whole assets, segment revenue increased by 34% to $105.7 million, driven by better feedstock availability and an expanded lease pool.
Positive Outlook for 2025
AerSale plans to expand growth opportunities and convert inventory into cash, with expectations of monetizing remaining 757 freighter aircraft and generating additional MRO revenue from facility expansions.
Cost Efficiency Improvements
The company implemented an efficiency program expected to save $10.4 million annually, building upon $10 million saved in 2024 through increased efficiency.
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ASLE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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ASLE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Mar 06, 2025 | $7.07 | $8.24 | +16.55% |
| Nov 07, 2024 | $5.90 | $5.50 | -6.78% |
| Aug 07, 2024 | $5.56 | $5.21 | -6.29% |
| May 08, 2024 | $7.55 | $8.25 | +9.27% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does AerSale Corporation (ASLE) report earnings?
AerSale Corporation (ASLE) is schdueled to report earning on May 13, 2025, TBA Not Confirmed.
What is AerSale Corporation (ASLE) earnings time?
AerSale Corporation (ASLE) earnings time is at May 13, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ASLE EPS forecast?
ASLE EPS forecast for the fiscal quarter 2025 (Q1) is 0.09.
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