AerSale serves a diverse customer base operating large jets manufactured by Boeing, Airbus and McDonnell Douglas and is dedicated to providing integrated aftermarket services and products designed to help aircraft owners and operators to realize significant savings in the operation, maintenance and monetization of their aircraft, engines, and components. AerSale’s offerings include: Aircraft & Component MRO, Aircraft and Engine Sales and Leasing, Used Serviceable Material sales, and internally developed ‘Engineered Solutions’ to enhance aircraft performance, operating economics and satisfy FAA mandates (e.g. AerSafe™, AerTrak™, and now AerAware™).
Company profile
Ticker
ASLE
Exchange
CEO
Eric J. Zahler
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
Monocle Acquisition Corp
SEC CIK
Corporate docs
Subsidiaries
Monocle Parent, LLC • AerSale Aviation, Inc. • AerSale, Inc. • AerSale Component Solutions, Inc. • Avborne Accessory Group, Inc. • Aircraft Composite Technologies, Inc. • AerSale Aviation Limited • AerSale 27043 Aviation Limited • AerSale 27469 Aviation Limited • AerSale 27910 Aviation Limited ...
IRS number
831751907
ASLE stock data
Latest filings (excl ownership)
10-K/A
2023 FY
Annual report (amended)
27 Mar 24
10-K
2023 FY
Annual report
8 Mar 24
8-K
AerSale Reports Fourth Quarter and Full Year 2023 Results
7 Mar 24
8-K
Departure of Directors or Certain Officers
13 Feb 24
EFFECT
Notice of effectiveness
12 Jan 24
CORRESP
Correspondence with SEC
9 Jan 24
UPLOAD
Letter from SEC
9 Jan 24
S-3
Shelf registration
5 Jan 24
8-K
Entry into a Material Definitive Agreement
15 Dec 23
424B7
Prospectus with selling stockholder info
15 Dec 23
Transcripts
ASLE
Earnings call transcript
2023 Q4
7 Mar 24
ASLE
Earnings call transcript
2023 Q3
8 Nov 23
ASLE
Earnings call transcript
2023 Q2
8 Aug 23
ASLE
Earnings call transcript
2023 Q1
9 May 23
ASLE
Earnings call transcript
2022 Q4
6 Mar 23
ASLE
Earnings call transcript
2022 Q3
9 Nov 22
ASLE
Earnings call transcript
2022 Q2
9 Aug 22
ASLE
Earnings call transcript
2022 Q1
10 May 22
ASLE
Earnings call transcript
2021 Q4
14 Mar 22
ASLE
Earnings call transcript
2021 Q3
10 Nov 21
Latest ownership filings
4
James Fry
20 Mar 24
4
James Fry
18 Mar 24
4
Nicolas Finazzo
18 Mar 24
4
Robert B. Nichols
15 Mar 24
144
Notice of proposed sale of securities
15 Mar 24
144
Notice of proposed sale of securities
15 Mar 24
4
Judith Ann Fedder
15 Mar 24
4
Martin Garmendia
14 Mar 24
4
Frederick Craig Wright
14 Mar 24
4
Nicolas Finazzo
13 Mar 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Operating income | |||||
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Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 3.15 mm | 3.15 mm | 3.15 mm | 3.15 mm | 3.15 mm | 3.15 mm |
Cash burn (monthly) | 10.50 mm | 12.35 mm | 702.33 k | (no burn) | 12.95 mm | 13.82 mm |
Cash used (since last report) | 71.34 mm | 83.94 mm | 4.77 mm | n/a | 88.02 mm | 93.89 mm |
Cash remaining | -68.18 mm | -80.79 mm | -1.62 mm | n/a | -84.86 mm | -90.73 mm |
Runway (months of cash) | -6.5 | -6.5 | -2.3 | n/a | -6.6 | -6.6 |
Institutional ownership, Q3 2023
13F holders | Current |
---|---|
Total holders | 107 |
Opened positions | 16 |
Closed positions | 20 |
Increased positions | 50 |
Reduced positions | 21 |
13F shares | Current |
---|---|
Total value | 568.93 bn |
Total shares | 211.06 mm |
Total puts | 368.70 k |
Total calls | 332.50 k |
Total put/call ratio | 1.1 |
Largest owners | Shares | Value |
---|---|---|
Green Equity Investors CF | 135.70 mm | $2.05 bn |
Green Equity Investors V | 27.02 mm | $339.07 mm |
Leonard Green & Partners | 13.57 mm | $202.73 bn |
FMR | 3.61 mm | $53.99 bn |
AltraVue Capital | 3.58 mm | $53.46 bn |
Nicholas Finazzo | 3.56 mm | $52.20 mm |
Bauer George P | 3.39 mm | $52.55 mm |
Robert B. Nichols | 3.14 mm | $46.06 mm |
BLK Blackrock | 1.94 mm | $28.91 bn |
JHG Janus Henderson | 1.70 mm | $25.40 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
18 Mar 24 | James Fry | Common Stock | Payment of exercise | Dispose F | No | No | 7.32 | 1,452 | 10.63 k | 16,486 |
15 Mar 24 | Nicholas Finazzo | Common Stock | Buy | Acquire P | Yes | No | 7.5222 | 35,277 | 265.36 k | 4,392,204 |
15 Mar 24 | James Fry | Common Stock | Payment of exercise | Dispose F | No | No | 6.84 | 1,120 | 7.66 k | 17,938 |
15 Mar 24 | Robert B. Nichols | Common Stock | Buy | Acquire P | Yes | No | 7.31 | 5,500 | 40.21 k | 8,500 |
14 Mar 24 | Judith Ann Fedder | Common Stock | Buy | Acquire P | No | No | 7.35 | 2,800 | 20.58 k | 16,348 |
13 Mar 24 | Robert B. Nichols | Common Stock | Buy | Acquire P | Yes | No | 6.91 | 3,000 | 20.73 k | 3,000 |
News
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14 Mar 24
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11 Mar 24
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11 Mar 24
Dow Gains Over 100 Points; AerSale Shares Plunge After Q4 Results
8 Mar 24