AerSale Corporation (ASLE) Q1 2026 Earnings Call Transcript

AerSale Corporation (ASLE) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 8, 2026

AerSale Reports First Quarter 2026 Results

First Quarter 2026  Highlights Revenue of $70.6 million versus $65.8 million in the prior year period Net loss of $3.5 million versus net loss of $5.3 million in the prior year period Adjusted net income1 of $0.1 million versus adjusted net loss of $2.7 million in the prior year period Adjusted EBITDA1 of $7.4 million versus adjusted EBITDA of $3.2 million in the prior year period Feedstock acquisitions of $25.1 million versus $43.4 million in the prior year period Inventory of $369.5 million Aircraft and engines held for lease2 of $121.5 million MIAMI, May 07, 2026 (GLOBE NEWSWIRE) -- AerSale Corporation (Nasdaq: ASLE) (“AerSale” or the “Company”) today reported first quarter 2026 financial results.                         (in thousands, except per-share amount)     (Unaudited)     Three Months Ended March 31,     2026     2025     Percent Change Total revenue   $ 70,614     $ 65,776     7.4   % Net loss     (3,450 )     (5,277 )   34.6   % Adjusted net income (loss)(1)     66       (2,665 )   102.5   % Adjusted EBITDA(1)     7,360       3,174     131.9   % Diluted loss per share     (0.07 )     (0.10 )   30.0   % Adjusted diluted earnings (loss) per share(1)     0.00       (0.05 )   100.0   % Feedstock acquisitions   $ 25,056     $ 43,439     (42.3 ) %                           First Quarter 2026 Results of Operations The Company's revenue for the first quarter of 2026 was $70.6 million, representing a 7.4% increase compared to $65.8 million in the first quarter of 2025, primarily driven by increased engine and B757 freighter leasing activity.

GlobeNewsWire • May 7, 2026

AerSale® Announces Date for First Quarter 2026 Earnings Release Conference Call

MIAMI, April 23, 2026 (GLOBE NEWSWIRE) -- AerSale Corporation (NASDAQ: ASLE) (the “Company”), announced today that it will release its earnings results for the first quarter ended March 31, 2026, on Thursday, May 7, 2026, after the market closes. The Company will host a conference call on the same day at 4:30 pm Eastern Time to discuss the results.

GlobeNewsWire • Apr 23, 2026

AerSale® Supports Central Asia Cargo Growth with Boeing 757 Freighter Lease to Stratos Freight

AerSale leases a Boeing 757 freighter to Stratos Freight, boosting cargo capacity and connectivity across key Central Asia, Europe, and Middle East routes.

GlobeNewsWire • Mar 31, 2026

AerSale: Something Needs To Change

AerSale trades near all-time lows, with a market cap at just 0.8x tangible book value. Asset-based calculations suggest significant downside protection, as inventory and MRO business nearly cover enterprise value. Liquidation value is not far below the current price, supporting investor interest near the mid-$5 range.

Seeking Alpha • Mar 8, 2026

AerSale Corporation (ASLE) Q4 2025 Earnings Call Transcript

AerSale Corporation (ASLE) Q4 2025 Earnings Call Transcript

Seeking Alpha • Mar 5, 2026

AerSale® Reports Fourth Quarter and Full Year 2025 Results

Fourth Quarter 2025 Highlights Revenue of $90.9 million versus $94.7 million in the prior year period GAAP net income of $5.4 million versus GAAP net income of $2.7 million in the prior year period Adjusted net income1 of $7.5 million versus adjusted net income of $4.8 million in the prior year period Adjusted EBITDA1 of $15.2 million versus Adjusted EBITDA of $13.0 million in the prior year period Flight equipment sales consisted of four engines compared to six engines in the prior year period Feedstock acquisitions of $15.4 million in the quarter 2025 Full Year Highlights Revenue of $335.3 million versus $345.1 million GAAP net income of $8.6 million versus GAAP Net Income of $5.9 million Adjusted net income1 of $15.8 million versus adjusted net income of $9.5 million Adjusted EBITDA1 of $46.1 million versus Adjusted EBITDA of $33.4 million Flight equipment sales consisted of thirteen engines compared to twenty engines and one aircraft in the prior year Feedstock acquisitions of $99.6 million and an additional $11.4 million under contract Inventory of $363.8 million as of December 31, 2025 MIAMI, March 05, 2026 (GLOBE NEWSWIRE) -- AerSale Corporation (Nasdaq: ASLE) (“AerSale” or the “Company”) today reported fourth quarter and full year 2025 financial results.                                           (in thousands, except per-share amount)     (Unaudited)     Three Months Ended December 31,   Year Ended December 31,     2025   2024   Percent Change   2025   2024   Percent Change Total revenue   $ 90,937   $ 94,741   (4.0 ) %   $ 335,286   $ 345,066   (2.8 ) % GAAP net income     5,397     2,702   99.7   %     8,575     5,851   46.6   % Adjusted net income(1)     7,529     4,775   57.7   %     15,826     9,520   66.2   % Adjusted EBITDA(1)     15,218     13,000   17.1   %     46,142     33,386   38.2   % Diluted earnings per share     0.11     0.05   120.0   %     0.18     0.11   63.6   % Adjusted diluted earnings per share(1)     0.16     0.09   77.8   %     0.33     0.18   83.3   % Feedstock acquisitions(2)   $ 15,428   $ 18,365   (16.0 ) %   $ 99,647   $ 61,653   61.6   % Fourth Quarter 2025 Results of Operations The Company's revenue for the fourth quarter of 2025 was $90.9 million, representing a decrease of 4.0% compared to $94.7 million in the fourth quarter of 2024 primarily due to the timing of flight equipment sales.

GlobeNewsWire • Mar 5, 2026

AerSale Corporation (ASLE) Q4 Earnings Surpass Estimates

AerSale Corporation (ASLE) came out with quarterly earnings of $0.16 per share, beating the Zacks Consensus Estimate of $0.15 per share. This compares to earnings of $0.09 per share a year ago.

Zacks Investment Research • Mar 5, 2026

AerSale Stock: MRO Is The Change It Desperately Needs

AerSale pivots to MRO to drive predictability in the business. Recurring MRO and parts business drives improved EBITDA and gross margins, with new capacity expected to add $50M in revenue, half realized in 2026. I adjust the price target from $14.94 to $12.72, reflecting lower 2025 EBITDA expectations and continued revenue variability from whole asset sales.

Seeking Alpha • Jan 16, 2026

AerSale Corporation (ASLE) Q3 2025 Earnings Call Transcript

AerSale Corporation ( ASLE ) Q3 2025 Earnings Call November 6, 2025 4:30 PM EST Company Participants Christine Padron Nicolas Finazzo - CEO & Chairman Martin Garmendia - CFO & Treasurer Conference Call Participants Stephen Strackhouse - RBC Capital Markets, Research Division Samuel Struhsaker - Truist Securities, Inc., Research Division Presentation Operator Good afternoon, and welcome to the AerSale Corp. Third Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded.

Seeking Alpha • Nov 7, 2025