earnings
confidence high
sentiment positive
materiality 0.75
AerSale FY2021 revenue $340.4M (+62.9%); guides FY2022 rev $420-450M
AerSale Corp
- FY2021 revenue $340.4M (+62.9% YoY); GAAP net income $36.1M.
- Q4 2021 revenue $116.8M (incl. $73.1M flight equip sales) vs $49.4M in Q4 2020.
- Q4 adjusted diluted EPS $0.32; adjusted EBITDA $28.6M (24.5% of rev).
- FY2021 adjusted EBITDA $89.3M (26.2% of rev) vs $51.5M (24.7%) in 2020.
- 2022 guidance: rev $420-450M, adj. EBITDA $80-90M; plans to monetize remaining 15 Boeing 757s.