Geopolitics Alpha

AerSale (ASLE): government contracts, filings & geopolitical news

AerSale (ASLE) and its matched subsidiaries received $35.0M in federal contract obligations in the last 12 months and $63.6M over the last five years, according to USAspending.gov. The Department of Justice accounted for 98% of the five-year total, followed by the Department of Defense (2%). Its largest contract with activity in that period is 15M30026CA3700024 from the U.S. Marshals Service for boeing 737-800 aircraft manufacturer serial number (msn) 30658, with $35.0M obligated over the life of the award. 1 tracked superinvestor portfolio reported ASLE in the latest 13F filings.

AerSale government contracts

$35.0Mobligated, last 12 months
$63.6Mobligated, last 5 years
2awarding agencies
0DoD announcements, past year
FY2022: $0 (partial)$0FY22*FY2023: $3.1M$3.1MFY23FY2024: $25.6M$25.6MFY24FY2025: $0$0FY25FY2026: $35.0M$35.0MFY26FY2027: $0 (partial)$0FY27*
AerSale federal contract obligations by fiscal year. Federal fiscal years (October to September); * = partial year.

Obligations by agency

AgencyLast 12 monthsLast 5 yearsShare of 5 years
Department of Justice$35.0M$62.6M98%
Department of Defense$0$1.0M2%

Top contracting offices (5 years): U.S. Marshals Service $62.6M; Defense Logistics Agency $1.0M.

Largest contracts

Largest ASLE prime contracts with activity in the last five years, by total obligated
AwardDescription · recipientAgencyObligated (award total)StartEnd
15M30026CA3700024Boeing 737-800 aircraft manufacturer serial number (msn) 30658 AERSALE, INC.Department of Justice U.S. Marshals Service$35.0MJun 22, 2026Nov 16, 2026
15M30024CA3700014Purchase of boeing 737-700 or 737-800 aircraft AERSALE, INC.Department of Justice U.S. Marshals Service$25.3MNov 29, 2023Mar 3, 2025
15M30021CA3700001Purchase of boeing 737-800 aircraft AERSALE, INC.Department of Justice U.S. Marshals Service$24.0MSep 20, 2021Sep 30, 2023
SPRTA123C0067Liner,combustion ch AERSALE, INC.Department of Defense Defense Logistics Agency$1.0MSep 19, 2023Apr 5, 2024
15M30023PA3700009Boeing 737-400 n640cs heavy maintenance c check AERSALE, INC.Department of Justice U.S. Marshals Service$481KJul 10, 2023Aug 28, 2023

Newest contracts

Most recently started ASLE prime contracts, last 12 months
AwardDescription · recipientAgencyObligated (award total)StartEnd
15M30026CA3700024Boeing 737-800 aircraft manufacturer serial number (msn) 30658 AERSALE, INC.Department of Justice U.S. Marshals Service$35.0MJun 22, 2026Nov 16, 2026

Matched USAspending recipients: AERSALE, INC. (UEI JBA9EB11JVM1, parent with subsidiaries).

Contract data: USAspending.gov (federal prime contract obligations, award types A-D, by action date) and the Department of Defense daily contract announcements (awards of $7.5 million or more). Both are public-domain U.S. government data. Company matching uses legal names and parent/child recipient records and is deliberately conservative, so some subsidiaries may be missing. Obligations are not revenue. Not investment advice.

ASLE share price, last 12 months

Close $4.75 on Oct 16, 2026, -40.3% since Oct 24, 2025 (range $4.68 to $7.95, daily closes).

Company facts

Ticker
ASLE (NasdaqCM)
Sector
Consumer
Industry (SEC SIC code)
Wholesale-Machinery, Equipment & Supplies (5080)
Headquarters (USAspending)
Doral, Fl

Industry from the SEC Standard Industrial Classification code on the company's EDGAR filings.

What changed for AerSale (ASLE)

Latest SEC filings

None on record yet.

Latest fund & insider buys and sales

None on record yet.

Held by superinvestors

1 of the tracked billionaire portfolios reported ASLE in their latest 13F. 13F data is delayed up to 45 days after quarter end; not advice.

Manager% of portfolioValueChangeQuarter
Steven Romick First Pacific Advisors (FPA)0.02%$1.3MNo changeQ2 2026

Latest geopolitical & market news

None on record yet.

Peers: Wholesale-Machinery, Equipment & Supplies

CompanyTickerFederal contracts, 12 months
Applied Industrial TechnologiesAIT–
Distribution Solutions GroupDSGR–
Hudson TechnologiesHDSN$45.4M

Biggest government contractors in Consumer: McKesson ($12.33B), Amentum Holdings ($6.84B), Cencora ($4.69B), Accenture ($3.76B), Reliance ($2.02B), The GEO Group ($1.41B), Tutor Perini ($1.35B), Oshkosh ($931.3M).

Congressional trades in ASLE

Trades in ASLE that members of Congress have publicly reported, newest filing first.

No congressional trades are stored for this view yet.

All congressional stock trades →

Geopolitical news for ASLE

Everything on ASLE, newest first

No original notes are listed on this page yet.

Frequently asked questions

How much does the U.S. government spend with AerSale?

USAspending.gov shows $35.0M in federal contract obligations to AerSale (ASLE) and its matched subsidiaries in the last 12 months and $63.6M over the last five years (as of Oct 28, 2026).

Which agencies award contracts to AerSale?

Over five years: Department of Justice $62.6M; Department of Defense $1.0M.

Where does the contract data come from?

USAspending.gov (the official source of U.S. federal spending data) and the Department of Defense's daily contract announcements. Both are public domain and refreshed daily here.

What geopolitical news affects ASLE?

This page lists every Geopolitics Alpha note that names ASLE as exposed to an event, with the reason it is exposed.

Has Congress traded ASLE?

The table above lists trades in ASLE that members of Congress have publicly reported, with a link to each official filing.

Is this investment advice?

No. We show news, exposure and past price moves. Nothing here is a recommendation.