Tearsheet

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

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Low stock price volatility
Vol 12M is 44%

Megatrend and thematic drivers
Megatrends include Advanced Aviation & Space. Themes include Commercial Aircraft Aftermarket, and Aviation Asset Management.

Weak multi-year price returns
2Y Excs Rtn is -61%, 3Y Excs Rtn is -142%

Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 58%

Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -2.1%

Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -1.3%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -4.2%

Key risks
ASLE key risks include [1] revenue volatility from the inconsistent nature of whole asset sales, Show more.

0 Low stock price volatility
Vol 12M is 44%
1 Megatrend and thematic drivers
Megatrends include Advanced Aviation & Space. Themes include Commercial Aircraft Aftermarket, and Aviation Asset Management.
2 Weak multi-year price returns
2Y Excs Rtn is -61%, 3Y Excs Rtn is -142%
3 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 58%
4 Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -2.1%
5 Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -1.3%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -4.2%
6 Key risks
ASLE key risks include [1] revenue volatility from the inconsistent nature of whole asset sales, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

AerSale (ASLE) stock has lost about 20% since 1/31/2026 because of the following key factors:

1. AerSale's Q1 2026 earnings fell short of analyst expectations and showed margin compression. The company reported Q1 2026 revenue of $70.6 million, an increase of 7.4% year-over-year, but this missed the consensus estimate of $88.8 million by $16.45 million. The diluted loss per share of $0.07 also missed the analyst estimate of $0.03 per share. Furthermore, the gross margin decreased to 26.7% in Q1 2026 from 27.3% in the prior-year period, attributed to "start-up and training costs" at newly expanded facilities and "higher labor costs". This financial miss and margin pressure led to a decline in shares of approximately 7.4% following the earnings announcement.

2. The company's Q4 2025 results also missed market expectations. AerSale reported its fourth-quarter 2025 earnings on March 5, 2026, with both earnings per share (EPS) of $0.16 and revenue of $90.9 million falling short of market forecasts. The EPS missed the forecast of $0.22, and revenue was below the anticipated $103.56 million. This preceding earnings disappointment likely contributed to a cautious investor sentiment as the stock moved into the specified period.

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Stock Movement Drivers

Fundamental Drivers

The -17.9% change in ASLE stock from 1/31/2026 to 5/21/2026 was primarily driven by a -53.5% change in the company's P/E Multiple.
(LTM values as of)13120265212026Change
Stock Price ($)7.496.15-17.9%
Change Contribution By: 
Total Revenues ($ Mil)3393400.3%
Net Income Margin (%)1.7%3.1%76.4%
P/E Multiple60.127.9-53.5%
Shares Outstanding (Mil)4747-0.1%
Cumulative Contribution-17.9%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2026 to 5/21/2026
ReturnCorrelation
ASLE-17.9% 
Market (SPY)7.6%48.1%
Sector (XLI)3.4%49.0%

Fundamental Drivers

The -17.1% change in ASLE stock from 10/31/2025 to 5/21/2026 was primarily driven by a -47.8% change in the company's P/E Multiple.
(LTM values as of)103120255212026Change
Stock Price ($)7.426.15-17.1%
Change Contribution By: 
Total Revenues ($ Mil)351340-3.0%
Net Income Margin (%)1.9%3.1%64.7%
P/E Multiple53.527.9-47.8%
Shares Outstanding (Mil)4747-0.7%
Cumulative Contribution-17.1%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2025 to 5/21/2026
ReturnCorrelation
ASLE-17.1% 
Market (SPY)9.5%43.6%
Sector (XLI)10.7%45.0%

Fundamental Drivers

The -11.8% change in ASLE stock from 4/30/2025 to 5/21/2026 was primarily driven by a -55.9% change in the company's P/E Multiple.
(LTM values as of)43020255212026Change
Stock Price ($)6.976.15-11.8%
Change Contribution By: 
Total Revenues ($ Mil)345340-1.4%
Net Income Margin (%)1.7%3.1%80.4%
P/E Multiple63.427.9-55.9%
Shares Outstanding (Mil)534712.7%
Cumulative Contribution-11.8%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2025 to 5/21/2026
ReturnCorrelation
ASLE-11.8% 
Market (SPY)35.5%32.4%
Sector (XLI)31.7%34.0%

Fundamental Drivers

The -62.0% change in ASLE stock from 4/30/2023 to 5/21/2026 was primarily driven by a -71.5% change in the company's Net Income Margin (%).
(LTM values as of)43020235212026Change
Stock Price ($)16.186.15-62.0%
Change Contribution By: 
Total Revenues ($ Mil)409340-16.7%
Net Income Margin (%)10.7%3.1%-71.5%
P/E Multiple18.927.948.0%
Shares Outstanding (Mil)51478.3%
Cumulative Contribution-62.0%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2023 to 5/21/2026
ReturnCorrelation
ASLE-62.0% 
Market (SPY)85.6%30.7%
Sector (XLI)78.3%33.6%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
ASLE Return32%-9%-22%-50%13%-15%-55%
Peers Return-19%-34%-13%-43%-19%-42%-88%
S&P 500 Return27%-19%24%23%16%9%98%

Monthly Win Rates [3]
ASLE Win Rate50%58%42%25%58%60% 
Peers Win Rate36%48%56%31%46%40% 
S&P 500 Win Rate75%42%67%75%67%60% 

Max Drawdowns [4]
ASLE Max Drawdown-41%-33%-48%-64%-34%-23% 
Peers Max Drawdown-55%-56%-71%-66%-66%-58% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: JOBY, ASLE, UP, SOAR.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 5/21/2026 (YTD)

How Low Can It Go

EventASLES&P 500
2025 US Tariff Shock
  % Loss-17.0%-18.8%
  % Gain to Breakeven20.5%23.1%
  Time to Breakeven66 days79 days
2024 Yen Carry Trade Unwind
  % Loss-22.1%-7.8%
  % Gain to Breakeven28.4%8.5%
  Time to Breakeven100 days18 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-29.1%-9.5%
  % Gain to Breakeven41.0%10.5%
  Time to Breakeven26 days24 days
2022 Inflation Shock & Fed Tightening
  % Loss-27.6%-24.5%
  % Gain to Breakeven38.1%32.4%
  Time to Breakeven86 days427 days

Compare to JOBY, ASLE, UP, SOAR

In The Past

AerSale's stock fell -17.0% during the 2025 US Tariff Shock. Such a loss loss requires a 20.5% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventASLES&P 500
2024 Yen Carry Trade Unwind
  % Loss-22.1%-7.8%
  % Gain to Breakeven28.4%8.5%
  Time to Breakeven100 days18 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-29.1%-9.5%
  % Gain to Breakeven41.0%10.5%
  Time to Breakeven26 days24 days
2022 Inflation Shock & Fed Tightening
  % Loss-27.6%-24.5%
  % Gain to Breakeven38.1%32.4%
  Time to Breakeven86 days427 days

Compare to JOBY, ASLE, UP, SOAR

In The Past

AerSale's stock fell -17.0% during the 2025 US Tariff Shock. Such a loss loss requires a 20.5% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About AerSale (ASLE)

AerSale Corporation provides aftermarket commercial aircraft, engines, and its parts to passenger and cargo airlines, leasing companies, original equipment manufacturers, and government and defense contractors, as well as maintenance, repair, and overhaul (MRO) service providers worldwide. It operates in two segments, Asset Management Solutions and Technical Operations (TechOps). The Asset Management Solutions segment engages in the sale and lease of aircraft, engines, and airframes, as well as disassembly of these assets for component parts. The TechOps segment provides internal and third-party aviation services, including internally developed engineered solutions, heavy aircraft maintenance and modification, and component MRO, as well as end-of-life disassembly services. This segment also provides aircraft modifications, cargo and tanker conversions of aircraft, and aircraft storage; and MRO services for landing gear, thrust reversers, hydraulic systems, and other aircraft components. The company was founded in 2008 and is headquartered in Coral Gables, Florida.

AI Analysis | Feedback

AerSale is like the CarMax or Carvana for commercial aircraft, specializing in buying, selling, and leasing used planes, engines, and components.

Beyond that, they're also a specialized industrial 'aircraft hospital and recycling center,' providing heavy maintenance, major modifications (like cargo conversions), and salvaging valuable parts from end-of-life jets.

AI Analysis | Feedback

  • Aircraft, Engines, and Airframe Sales & Leasing: AerSale sells and leases aftermarket commercial aircraft, engines, and airframes.
  • Aircraft Component Parts Sales: The company disassembles aircraft and engines to sell their component parts.
  • Maintenance, Repair, and Overhaul (MRO) Services: AerSale provides heavy aircraft maintenance, component MRO for various aircraft systems, and general repair services.
  • Aircraft Modification and Conversion Services: This includes services like aircraft modifications, cargo and tanker conversions, and internally developed engineered solutions.
  • Aircraft Disassembly and Storage Services: The company offers end-of-life aircraft disassembly services and provides aircraft storage solutions.

AI Analysis | Feedback

Based on the provided company description, AerSale (ASLE) sells primarily to other companies. While specific customer names are not disclosed in the background information, its major customers fall into the following categories:

  • Passenger and cargo airlines
  • Leasing companies
  • Original equipment manufacturers (OEMs)
  • Government and defense contractors
  • Maintenance, repair, and overhaul (MRO) service providers

AI Analysis | Feedback

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AI Analysis | Feedback

Nicolas Finazzo, Chairman & Chief Executive Officer

Nicolas Finazzo co-founded AerSale in 2008. He also co-founded and served as Chief Executive Officer of AeroTurbine, Inc. in 1997, an aftermarket supplier combining aircraft and engine sales, leasing, parts sales, and MRO. AeroTurbine was successfully grown and sold in 2006 to Cerberus, where it was merged into AerCap Holdings. Early in his career, he established a commercial aircraft leasing company that became the regional air carrier Air Florida Commuter. He also founded and was President of Southern Express Airways, Inc., a commuter airline (1981-1987). AerSale itself was launched with backing from the private equity firm Leonard Green & Partners, L.P. Prior to AerSale, Mr. Finazzo held roles such as Vice President and Corporate General Counsel at International Air Leases, Inc. and Vice President & General Counsel at AeroThrust, Inc.

Martin Garmendia, Chief Financial Officer, Treasurer and Secretary

Martin Garmendia has served as Chief Financial Officer of AerSale since 2018, having joined the company in 2015 as Vice President & Controller. Before joining AerSale, he held various financial roles at NextEra Energy (NYSE: NEE) from 2006 to 2015, including Senior Director of Corporate Accounting for Florida Power & Light and Controller during the IPO of NextEra Energy Partners (NYSE: NEP). He also served as Finance Manager of the Forecast Budget & Analysis Group at Bacardi USA, Inc. from 2003 to 2006.

Gary Jones, Chief Operating Officer and Head of Material Sales

Gary Jones oversees AerSale's operations and material sales strategies. He previously served as President of AerSale's Materials Group since 2019.

Paul A. Hechenberger, Senior Vice President, General Counsel & Corporate Secretary

Paul Hechenberger joined AerSale in August 2025. His previous roles include Partner at Shutts & Bowen, General Counsel at iAero Group, Deputy General Counsel at Spirit AeroSystems, and General Counsel at BBA Aviation (Aftermarket Services). He has extensive experience counseling companies on M&A, commercial and government contracting, joint ventures, and governance.

Craig Wright, Senior Vice President & Head of Asset Management

Craig Wright is responsible for AerSale's asset management strategy. His prior positions at AerSale include Division President, Aircraft & Engine Management, President, Chief Commercial Officer, and Senior Vice President of Aircraft Leasing. Before joining AerSale, Mr. Wright was Vice President of Fleet for Macquarie AirFinance and Director of Corporate Finance for GATX Capital Corp.

AI Analysis | Feedback

The key risks to AerSale's business are primarily tied to the cyclical and volatile nature of the commercial aviation sector, challenges in its supply chain for acquiring assets, and its financial leverage.

  1. Volatility in the Commercial Aviation Sector and Whole Asset Sales: AerSale's business is fundamentally linked to the commercial aviation sector, which is prone to volatility due to macroeconomic conditions, fuel price fluctuations, and airline profitability. A significant portion of its revenue, particularly from the Asset Management Solutions segment, can be "lumpy" and experience considerable quarter-to-quarter swings due to the timing of large, one-off whole aircraft and engine sales. While the company is strategically shifting towards more stable leasing and Maintenance, Repair, and Overhaul (MRO) services, this inherent cyclicality and revenue unpredictability remain a dominant risk.
  2. Supply Chain Disruptions and Limited Feedstock Availability: AerSale's operations depend on acquiring "attractively priced feedstock," which refers to used aircraft and engines for disassembly, sale, or lease. The global supply of these assets can be limited. Furthermore, general supply chain disruptions can lead to significant material and parts shortages, delivery delays, increased costs, and labor shortages, adversely affecting both its Asset Management Solutions and Technical Operations segments.
  3. Financial Leverage and Liquidity Risks: The company has experienced a significant increase in financial leverage and has reported negative operating cash flow in some periods. AerSale often finances its inventory growth and share repurchase programs with debt, betting on future monetization of its inventory through Used Serviceable Material (USM) sales and leasing to stabilize cash flow. Its ability to access and manage financing on favorable terms is crucial, and reliance on variable interest rates for some indebtedness exposes it to increased finance expenses if rates rise.

AI Analysis | Feedback

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The increasing global focus on decarbonization and sustainability within the aviation industry, coupled with the introduction of more fuel-efficient and environmentally friendly new-generation aircraft, represents a clear emerging threat. This trend incentivizes airlines to accelerate the retirement of older, less efficient aircraft from their fleets. As AerSale's business heavily relies on the aftermarket for existing and often older aircraft, engines, and parts, as well as providing maintenance and modification services to extend their operational life, a rapid decline in the economic viability and operational lifespan of these older assets could significantly reduce demand for their core services. While this might increase demand for end-of-life disassembly services, the overall value proposition of extending the life of these aircraft would diminish, impacting their Asset Management Solutions and Technical Operations segments.

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AI Analysis | Feedback

AerSale (NASDAQ: ASLE) operates within several significant addressable markets globally and in North America, primarily centered around aftermarket commercial aircraft, engines, and parts, as well as related maintenance and modification services. The market sizes for their main products and services are outlined below:

  • Commercial Aircraft Maintenance, Repair, and Overhaul (MRO) Services: The global commercial aircraft MRO services market was valued at approximately USD 110.7 billion in 2023 and is projected to reach USD 146.9 billion by 2032. Other estimates place the global market at USD 90.85 billion in 2024, projected to reach USD 120.96 billion by 2030. By 2025, the MRO market is estimated to reach USD 119 billion, growing to USD 156 billion by 2035. North America holds a significant share, with one estimate showing it leading the global market with a 39.15% share, valued at USD 27 billion in 2025.
  • Aircraft Engine MRO: As a subset of the broader MRO market, the global aircraft engine MRO market size was approximately USD 88.91 billion in 2024 and is projected to grow to around USD 147.46 billion by 2034. Another source estimates the global market at USD 58.4 billion in 2024, forecast to reach USD 89.2 billion by 2030. North America is identified as the largest market, accounting for approximately 40% of the global share, estimated at USD 15.77 billion in 2024.
  • Commercial Aircraft Aftermarket Parts (including Used Serviceable Material - USM): The global commercial aircraft aftermarket parts market size reached USD 44.3 billion in 2024 and is expected to reach USD 72.3 billion by 2033. Other reports indicate the market was valued at USD 48.71 billion in 2024 and is projected to grow to USD 93.52 billion by 2032. North America dominated this market with a 33.02% share in 2023, valued at USD 14.18 billion, and is expected to continue to dominate.
  • Commercial Aircraft Disassembly, Dismantling, and Recycling: This global market, which includes end-of-life services and the sourcing of component parts, was valued at approximately USD 5.2 billion in 2023 and is projected to reach around USD 10.8 billion by 2032. Another estimate projects the market to reach USD 9.67 billion in 2026 and USD 15.64 billion by 2034. North America holds the majority of this market, valued at USD 2.3 billion in 2024, and is projected to grow to USD 3.4 billion by 2035.
  • Commercial Aircraft Leasing: The global commercial aircraft leasing market was valued at USD 154.1 billion in 2023 and is projected to reach USD 315.9 billion by 2033. Other reports suggest the market was valued at approximately USD 90.02 billion in 2024 and is expected to reach USD 161.09 billion by 2034. North America is projected to hold the largest share of the global commercial aircraft leasing market.
  • Aircraft Modification (including cargo and tanker conversions): The global aircraft modification market size was approximately USD 96.8 billion in 2024 and is expected to reach approximately USD 138.1 billion by 2031. North America held the largest market share, over 40% of the global revenue, with a market size of approximately USD 38.7 billion in 2024.
  • Freighter Conversions (a specific type of modification): The global freighter conversions market was valued at USD 409 million in 2024 and is projected to grow to USD 1020 million by 2032. Another source estimates the global market at USD 4.5 billion in 2023, growing to USD 13.30 billion by 2033. North America currently dominates the broader freighter aircraft market, which includes conversions, holding a 39.25% share in 2025.

AI Analysis | Feedback

AerSale (ASLE) is expected to experience future revenue growth over the next two to three years driven by several key initiatives and market dynamics:

  1. Expanded MRO Capacity and Customer Growth: AerSale is strategically expanding its Maintenance, Repair, and Overhaul (MRO) facilities, including the full operationalization of its on-airport MRO expansion project in Millington, Tennessee. This expansion, coupled with new multi-year maintenance agreements with regional airlines, is anticipated to significantly contribute to revenue and profitability in 2026 and beyond.
  2. Increased Demand for Used Serviceable Material (USM) and Leasing Activities: The company is focusing on growing its recurring revenue streams through strong commercial demand for Used Serviceable Material (USM) and an expanded leasing portfolio. This includes the full deployment of its Boeing 757 freighters in 2026, supported by robust inventory levels and a shift in business mix towards higher-margin leasing.
  3. AerSafe Product Sales driven by FAA Compliance: Sales of AerSafe, an Engineered Solutions product, are experiencing robust growth as airline operators prepare for a 2026 FAA compliance deadline. This regulatory tailwind presents a significant revenue opportunity as more operators upgrade their aircraft.
  4. Growth in Component MRO and New Service Offerings: AerSale is seeing strong growth in its component MRO services, particularly in aerostructures and landing gear overhaul. This growth is bolstered by successfully securing new contracts and obtaining new FAA approvals, such as for the overhaul of Boeing 737 MAX and 787 landing gears, which enhance their service offerings.
  5. Future Contribution from AerAware: While currently in its final stages of approval, the Enhanced Flight Vision System AerAware is being actively marketed to commercial and governmental customers. Once the Supplemental Type Certificate (STC) is issued, this new product is expected to provide incremental revenue growth as initial orders and delivery schedules are established.

AI Analysis | Feedback

Here's a summary of AerSale's capital allocation decisions over the last 3-5 years:

Share Repurchases

  • AerSale announced a definitive agreement in March 2025 to repurchase approximately 6.428 million shares from its long-term private equity sponsor, Leonard Green & Partners, L.P., for $7.00 per share.
  • This transaction, valued at approximately $45 million, was expected to reduce the company's outstanding share count by about 12% upon its completion around March 18, 2025.
  • The repurchase was funded using AerSale's available cash and its revolving credit facility.

Share Issuance

  • AerSale became a publicly traded company in December 2020 through a merger with Monocle Acquisition Corporation, a Special Purpose Acquisition Company (SPAC), and began trading on Nasdaq under the symbol ASLE.

Outbound Investments

  • In January 2025, AerSale acquired a parts portfolio from the Sanad Group, a global aerospace engineering and leasing solutions leader. This strategic acquisition expanded AerSale's inventory of high-demand components for various aircraft models, including 737NG, A320 Family, A330/340, Boeing 777, and Embraer E-Jet, and aimed to strengthen Maintenance, Repair, and Overhaul (MRO) synergies.

Capital Expenditures

  • Projected capital expenditures are $8 million for 2025, $9 million for 2026, and $11 million for 2027.
  • The company's capital expenditures are focused on MRO expansion projects, including ramping up new MRO facilities for aerostructures and pneumatics to support a target of $25 million in MRO revenue for 2026.
  • Capital expenditures for the most recent quarter totaled $1.66 million.

Better Bets vs. AerSale (ASLE)

Latest Trefis Analyses

TitleDate
0DASHBOARDS 
1AerSale Earnings Notes12/16/2025
2Can AerSale Stock Hold Up When Markets Turn?10/17/2025
Title
0ARTICLES

Trade Ideas

Select ideas related to ASLE.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
GEO_4302026_Dip_Buyer_ValueBuy04302026GEOGEODip BuyDB | P/E OPMDip Buy with Low PE and High Margin
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RUN_4302026_Short_Squeeze04302026RUNSunrunSpecialShort Squeeze PotentialShort Squeeze Potential
Has potential for a short squeeze. High short interest, rising short interest and high debt.
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RSG_4172026_Monopoly_xInd_xCD_Getting_Cheaper04172026RSGRepublic ServicesMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
0.8%0.8%-1.1%
VRSK_4102026_Dip_Buyer_FCFYield04102026VRSKVerisk AnalyticsDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
12.3%12.3%0.0%
UHAL_4102026_Monopoly_xInd_xCD_Getting_Cheaper04102026UHALU-HaulMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
0.3%0.3%-1.0%

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

ASLEJOBYUPSOARMedian
NameAerSale Joby Avi.Wheels U.Volato  
Mkt Price6.1510.407.970.157.06
Mkt Cap0.39.80.30.00.3
Rev LTM3407872854209
Op Inc LTM19-790-229-1-115
FCF LTM-14-660-3771-196
FCF 3Y Avg-67-507-384-13-226
CFO LTM-4-543-2181-111
CFO 3Y Avg-50-442-269-13-159

Growth & Margins

ASLEJOBYUPSOARMedian
NameAerSale Joby Avi.Wheels U.Volato  
Rev Chg LTM6.2%69,873.9%-5.8%-16.2%0.2%
Rev Chg 3Y Avg-2.1%--22.4%--12.2%
Rev Chg Q7.4%--4.8%-96.1%-4.8%
QoQ Delta Rev Chg LTM1.4%45.4%-1.2%-31.2%0.1%
Op Inc Chg LTM1,320.0%-28.6%13.6%48.2%30.9%
Op Inc Chg 3Y Avg424.5%-25.8%16.0%-16.0%
Op Mgn LTM5.6%-1,017.0%-31.5%-1.7%-16.6%
Op Mgn 3Y Avg1.2%-201,109.9%-31.7%-15.6%-23.7%
QoQ Delta Op Mgn LTM0.9%330.0%3.8%-6.7%2.4%
CFO/Rev LTM-1.3%-699.6%-29.9%2.3%-15.6%
CFO/Rev 3Y Avg-14.5%-143,328.1%-28.5%-32.1%-30.3%
FCF/Rev LTM-4.2%-850.1%-51.8%1.7%-28.0%
FCF/Rev 3Y Avg-19.8%-158,904.0%-43.4%-32.9%-38.2%

Valuation

ASLEJOBYUPSOARMedian
NameAerSale Joby Avi.Wheels U.Volato  
Mkt Cap0.39.80.30.00.3
P/S0.9126.30.40.00.6
P/Op Inc15.2-12.4-1.3-2.4-1.8
P/EBIT14.4-12.4-1.60.5-0.5
P/E27.9-10.2-1.01.10.0
P/CFO-65.9-18.1-1.31.8-9.7
Total Yield3.6%-9.8%-96.4%93.5%-3.1%
Dividend Yield0.0%0.0%0.0%0.0%0.0%
FCF Yield 3Y Avg-18.0%-9.7%-52.8%-341.3%-35.4%
D/E0.60.11.90.20.4
Net D/E0.6-0.21.7-1.30.2

Returns

ASLEJOBYUPSOARMedian
NameAerSale Joby Avi.Wheels U.Volato  
1M Rtn-9.4%15.9%-1.8%-32.0%-5.6%
3M Rtn-17.9%1.5%-35.3%-53.6%-26.6%
6M Rtn2.5%-20.2%-53.7%-85.7%-37.0%
12M Rtn3.0%56.9%-76.1%-92.8%-36.6%
3Y Rtn-63.0%90.8%-88.8%-99.9%-75.9%
1M Excs Rtn-14.5%9.5%-4.7%-37.6%-9.6%
3M Excs Rtn-26.6%-2.4%-42.8%-57.3%-34.7%
6M Excs Rtn-13.2%-37.9%-72.2%-99.8%-55.0%
12M Excs Rtn-23.9%23.9%-101.2%-118.8%-62.5%
3Y Excs Rtn-141.7%31.9%-167.5%-181.1%-154.6%

Comparison Analyses

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Financials

Segment Financials

Assets by Segment
$ Mil20252024202320222021
Asset Management Solutions383372233370277
Technical Operations (TechOps)206164141113109
Corporate161815743
Total605554532487389


Price Behavior

Price Behavior
Market Price$6.15 
Market Cap ($ Bil)0.3 
First Trading Date02/28/2019 
Distance from 52W High-31.7% 
   50 Days200 Days
DMA Price$6.53$7.27
DMA Trendupdown
Distance from DMA-5.8%-15.4%
 3M1YR
Volatility43.9%44.5%
Downside Capture220.08127.51
Upside Capture81.5792.74
Correlation (SPY)47.4%35.8%
ASLE Betas & Captures as of 4/30/2026

 1M2M3M6M1Y3Y
Beta1.531.701.451.331.201.02
Up Beta1.541.521.391.721.380.78
Down Beta3.682.171.731.261.651.19
Up Capture110%107%119%102%69%54%
Bmk +ve Days15223166141428
Stock +ve Days13183060119370
Down Capture198%216%159%129%111%108%
Bmk -ve Days4183056108321
Stock -ve Days8223159122362

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with ASLE
ASLE2.8%44.5%0.19-
Sector ETF (XLI)20.3%15.5%1.0038.6%
Equity (SPY)26.8%12.1%1.6735.8%
Gold (GLD)37.5%26.8%1.166.2%
Commodities (DBC)43.5%18.6%1.80-14.6%
Real Estate (VNQ)12.0%13.4%0.5920.5%
Bitcoin (BTCUSD)-27.2%41.8%-0.6524.3%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with ASLE
ASLE-12.0%48.5%-0.09-
Sector ETF (XLI)11.9%17.4%0.5336.0%
Equity (SPY)13.8%17.0%0.6435.5%
Gold (GLD)19.3%18.0%0.877.6%
Commodities (DBC)10.8%19.4%0.449.7%
Real Estate (VNQ)3.8%18.8%0.1024.7%
Bitcoin (BTCUSD)9.3%55.6%0.3714.3%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with ASLE
ASLE-4.3%46.4%0.04-
Sector ETF (XLI)13.8%20.0%0.6121.6%
Equity (SPY)15.5%17.9%0.7423.9%
Gold (GLD)13.2%16.0%0.686.6%
Commodities (DBC)7.8%17.9%0.355.9%
Real Estate (VNQ)5.4%20.7%0.2215.1%
Bitcoin (BTCUSD)67.3%66.9%1.0614.7%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date4302026
Short Interest: Shares Quantity1.2 Mil
Short Interest: % Change Since 4152026-4.2%
Average Daily Volume0.2 Mil
Days-to-Cover Short Interest6.0 days
Basic Shares Quantity47.2 Mil
Short % of Basic Shares2.6%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
3/5/2026-11.7%-16.3%-13.9%
11/6/2025-12.1%-15.0%-3.9%
8/6/202523.2%42.5%38.5%
3/6/202516.5%15.1%-4.0%
11/7/2024-6.8%0.2%2.4%
8/7/2024-6.3%-10.1%-11.7%
3/7/2024-25.9%-23.1%-24.5%
11/8/2023-12.7%-7.4%-3.1%
...
SUMMARY STATS   
# Positive677
# Negative1099
Median Positive8.2%14.5%12.1%
Median Negative-12.4%-16.3%-13.9%
Max Positive23.2%42.5%38.5%
Max Negative-25.9%-23.1%-24.5%

SEC Filings

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Report DateFiling DateFiling
03/31/202605/08/202610-Q
12/31/202503/10/202610-K
09/30/202511/07/202510-Q
06/30/202508/07/202510-Q
03/31/202505/08/202510-Q
12/31/202403/11/202510-K
09/30/202411/08/202410-Q
06/30/202408/07/202410-Q
03/31/202405/09/202410-Q
12/31/202303/08/202410-K
09/30/202311/08/202310-Q
06/30/202308/09/202310-Q
03/31/202305/09/202310-Q
12/31/202203/07/202310-K
09/30/202211/09/202210-Q
06/30/202208/09/202210-Q

Insider Activity

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#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Pizzi, EnriqueChief Information OfficerDirectSell11220267.381,82513,466612,914Form
2Finazzo, NicolasSee RemarksdaughterBuy112520255.996,35238,048267,268Form
3Tschirhart, Benjamin ThomasSee RemarksDirectSell112520258.409608,063289,978Form
4Finazzo, NicolasSee RemarksdaughterBuy112120255.991,70710,229229,307Form
5Finazzo, NicolasSee RemarksdaughterBuy112120255.991,5609,351219,144Form