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 ( ASLE ) expects to capitalize on market opportunities with strong inventory position

* AerSale ( ASLE ) 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/Mis Actual Consensu

s s

Estimate

Q2 Beat $107.40 $86.30

Revenue mln mln (2

Analysts

)

Q2 Beat $0.2 $0.03 (2

Adjusted Analysts

EPS )

Q2 EPS $0.18

Q2 Net $8.60

Income mln

Q2 Gross 32.9%

Margin

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 ( ASLE ) 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:

(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.)