Overview

* AerSale ( ASLE ) 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 ( ASLE ) expects higher lease revenue from 757 freighter aircraft going forward

* Company anticipates AerSafe™ demand to continue through Q3 of 2026

* AerSale ( ASLE ) 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/Mis Actual Consensu

s s

Estimate

Q3 Miss $71.2 $93.9

Revenue mln mln (2

Analysts

)

Q3 Miss $0.04 $0.17 (2

Adjusted Analysts

EPS )

Q3 EPS

Q3 Net -$100,00

Income 0

Q3 Gross 30.20%

Margin

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 ( ASLE ) 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:

For questions concerning the data in this report, contact [email protected]. For any other questions or feedback, contact .

(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.)