NASDAQ$ASLE
AerSale Corporation · Q1 2022 earnings
Q1 2022 earnings · · Investor relations
Briefing
AerSale's Q1 2022 earnings were released, revealing revenue growth and increased profitability.
AerSale Corporation reported a strong first quarter in 2022 with a 110% increase in revenue to $122.8 million and a 72% increase in GAAP net income to $17.2 million. The company's performance was driven by flight equipment sales and increased demand for USM parts.
- Revenue increased by 110% year-over-year to $122.8 million.
- GAAP net income increased by 72% year-over-year to $17.2 million.
- Adjusted EBITDA increased by 81% year-over-year.
- The company reaffirms its 2022 revenue guidance in the range of $420 to $450 million and adjusted EBITDA guidance in the range of $80 to $90 million.
Headline financials
Revenue & EPS history
AerSale · Revenue · Quarterly
$123M
Revenue by segment
AerSale · $49.4M total across 2 segments · Q4 2020
- Technical Operations$32M—64.8%
- Asset Management Solutions$17.4M-82.3%35.2%
Forward guidance
AerSale reaffirmed its guidance for revenue of $420 - $450 million and adjusted EBITDA of $80 - $90 million in 2022.
Tailwinds
- Improvement in the Company’s AMS segment
- Ongoing demand for its on-airport MRO services
- Accelerating demand in cargo and e-commerce markets
- Continued requests for passenger-to-freighter conversions
- Continued requests for other TechOps products and services
Headwinds
- Recent geopolitical events related to the Russian invasion of Ukraine may impact the global commercial aerospace industry
- Extensive process of software validation needed for AerAware certification is expected to be ongoing through the second quarter of 2022.
- Fluctuating market value of products
- Shortage of skilled personnel
- Highly competitive nature of the markets
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q1 2022
-4.0%
Avg return
Earnings day
-3.0%
Avg return
5 days after
-2.1%
Avg return
30 days after
43%
12 / 28 earnings
Positive
+16.5%
Q4 2024
Best reaction
-24.5%
Q2 2023
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -10.9% | -12.0% | -13.5% | |
| Q4 2025 | -11.7% | -12.0% | -15.7% | |
| Q3 2025 | -11.9% | -14.4% | -5.2% | |
| Q1 2025 | -12.7% | -13.4% | -17.2% | |
| Q4 2024 | +16.5% | +15.6% | -4.0% | |
| Q3 2024 | -7.7% | -5.4% | +4.0% | |
| Q2 2024 | -9.7% | -12.5% | -14.9% | |
| Q1 2024 | +10.0% | +4.7% | -6.4% | |
| Q4 2023 | -24.0% | -22.0% | -23.0% | |
| Q3 2023 | -13.1% | -12.4% | -3.4% | |
| Q2 2023 | -24.5% | -24.1% | +7.7% | |
| Q1 2023 | -4.0% | -4.4% | -7.4% | |
| Q4 2022 | -15.1% | -19.7% | -19.2% | |
| Q3 2022 | -7.3% | -4.8% | -15.0% | |
| Q2 2022 | +11.2% | +13.0% | +18.9% | |
| Q1 2022 | -2.0% | -1.4% | +4.6% | |
| Q4 2021 | +2.5% | +11.0% | +6.2% | |
| Q3 2021 | -19.2% | -17.6% | -16.8% | |
| Q2 2021 | +4.1% | +18.8% | +22.7% | |
| Q1 2021 | -2.0% | -3.5% | -2.3% | |
| Q4 2020 | +16.3% | +25.5% | +25.4% | |
| Q3 2020 | +2.1% | +8.2% | +17.9% | |
| Q2 2020 | +0.7% | -0.3% | -0.6% | |
| Q1 2020 | +0.0% | +0.0% | +1.4% | |
| Q4 2019 | +0.2% | +0.0% | -1.0% | |
| Q4 2018 | +0.2% | +0.0% | -1.0% | |
| Q2 2019 | -0.7% | -1.0% | -1.4% | |
| Q1 2019 | +0.0% | +0.2% | +0.3% |
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