Earnings summaries and quarterly performance for AerSale.
Executive leadership at AerSale.
Nicolas Finazzo
Chief Executive Officer
Ben Tschirhart
Senior Vice President and Head of Engineered Solutions
Craig Wright
Senior Vice President and Head of Asset Management
Enrique Pizzi
Chief Information Officer
Gary Jones
Chief Operating Officer and Head of Material Sales
Iso Nezaj
Chief Product Development Officer
Martin Garmendia
Chief Financial Officer, Treasurer and Secretary
Board of directors at AerSale.
Research analysts who have asked questions during AerSale earnings calls.
Kenneth Herbert
RBC Capital Markets
3 questions for ASLE
Samuel Struhsaker
Truist Securities, Inc.
2 questions for ASLE
Gautam Khanna
TD Cowen
1 question for ASLE
Michael Ciarmoli
Truist Securities, Inc.
1 question for ASLE
Stephen Strackhouse
RBC Capital Markets
1 question for ASLE
Recent press releases and 8-K filings for ASLE.
- AerSale reported Q3 2025 revenue of $71.2 million, a decrease from $82.7 million in the prior year period, primarily due to the absence of whole asset sales compared to five engine sales in Q3 2024. Excluding whole asset sales, the balance of the business grew 18.5%.
- Adjusted EBITDA increased to $9.5 million (13.3% of sales) in Q3 2025, up from $8.2 million (10.0% of sales) in Q3 2024, reflecting stronger leasing contributions, higher USM activity, and cost reduction efforts.
- The company continued to invest in feedstock, acquiring $13.7 million in Q3 2025, bringing the year-to-date total to $84.2 million, and ended the quarter with over $371.1 million of feedstock inventory.
- AerSale expects its new MRO facilities to generate approximately $25 million in revenue and $4-$5 million in margins in 2026 , and anticipates full-year revenue (excluding flight equipment sales) to exceed 2024 levels with a greater increase in EBITDA year-over-year.
- AerSale reported revenue of $71.2 million for the third quarter of 2025, a decrease from $82.7 million in the prior year period, primarily due to no sales of aircraft or engines in the current quarter compared to five engines sold for $22.6 million in Q3 2024.
- The company recorded a GAAP net loss of $0.1 million in Q3 2025, compared to GAAP net income of $0.5 million in Q3 2024.
- Adjusted net income for Q3 2025 was $1.5 million, down from $1.8 million in the prior year period.
- Adjusted EBITDA increased to $9.5 million in Q3 2025 from $8.2 million in Q3 2024, driven by higher leasing revenue and lower operating expenses.
- AerSale placed a second 757 freighter on lease at the end of Q3 2025 and made feedstock acquisitions of $13.8 million, with an additional $18.6 million under contract, as it focuses on increasing assets on lease for more stable performance.
- AerSale reported revenue of $71.2 million in the third quarter of 2025, a decrease from $82.7 million in the prior year period, primarily due to no aircraft or engine sales compared to five engines sold in Q3 2024.
- The company recorded a GAAP net loss of $0.1 million for the third quarter of 2025, compared to a GAAP net income of $0.5 million in the prior year period, with adjusted net income at $1.5 million.
- Adjusted EBITDA increased to $9.5 million in the third quarter of 2025, up from $8.2 million in the prior year period, attributed to higher leasing revenue and lower operating expenses.
- AerSale focused on expanding its lease pool, placing a second 757 freighter on lease during Q3 2025, and held $371.1 million in total available inventory as of September 30, 2025.
Quarterly earnings call transcripts for AerSale.
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