Aerospace and defense company AerSale (NASDAQ: ASLE) will be reporting earnings this Thursday after market hours. Here’s what to look for.
AerSale beat analysts’ revenue expectations by 24.4% last quarter, reporting revenues of $107.4 million, up 39.3% year on year. It was an incredible quarter for the company, with a beat of analysts’ EPS estimates and a solid beat of analysts’ EBITDA estimates.
Is AerSale a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting AerSale’s revenue to grow 23.9% year on year to $102.4 million, a reversal from the 10.6% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.18 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. AerSale has missed Wall Street’s revenue estimates four times over the last two years.
Looking at AerSale’s peers in the aerospace segment, some have already reported their Q3 results, giving us a hint as to what we can expect. AAR delivered year-on-year revenue growth of 11.8%, beating analysts’ expectations by 7.4%, and Howmet reported revenues up 13.8%, topping estimates by 2.3%. AAR traded up 4.2% following the results while Howmet was also up 1.1%.
Read our full analysis of AAR’s results here and Howmet’s results here.
The outlook for 2025 remains clouded by potential trade policy changes and corporate tax discussions, which could impact business confidence and growth. While some of the aerospace stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.5% on average over the last month. AerSale is down 12% during the same time and is heading into earnings with an average analyst price target of $7.50 (compared to the current share price of $7.25).
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