AerSale Corporation (ASLE)
NASDAQ:ASLE
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Earnings Data
Report Date
Aug 12, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.23Last Year’s EPS
0.2Same Quarter Last Year
Based on 2 Analysts Ratings
Earnings Call Summary
Q1 2026
Earnings Call Date:May 07, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call presented a generally positive operational and financial trajectory: revenue and adjusted EBITDA improved meaningfully, leasing and engine portfolios expanded, TechOps capacity additions began generating revenue, and backlog and product demand are healthy. Offsetting these positives are temporary margin pressures from start-up costs, reduced USM sales due to internal consumption, a significant use of cash for feedstock acquisitions (leaving only $2.1M in cash), and geopolitical uncertainty. Management characterizes many negatives as temporary and expects margins and utilization to improve as expansions mature.Company Guidance
Revenue Growth
Total revenue of $70.6 million, up 7.4% year-over-year; excluding volatile flight equipment sales, revenue increased 2.2% YoY driven by leasing growth.
Adjusted EBITDA and Margin Expansion
Adjusted EBITDA rose $4.2 million to $7.4 million, an increase of 131.9% YoY; adjusted EBITDA margin improved to 10.4% from 4.8% in the prior-year period.
Asset Management Strength
Asset Management Solutions revenue increased 10% YoY to $43.1 million; leasing portfolio growth included 18 engines on lease (vs. 16 prior year) and three Boeing 757 freighters on lease (vs. one prior year).
Leasing Progress and Feedstock Investment
Placed an additional Boeing 757 freighter into service (three total on lease) and deployed $25.1 million in feedstock acquisitions to support future leasing and monetization opportunities.
TechOps Revenue and Capacity Expansion
Technical Operations revenue increased 3.4% YoY to $27.5 million; new/expanded facilities came online including Millington (CRJ700/900 work), Hialeah Gardens, and a 90k sq ft Aerostructures facility, plus ramp at Goodyear and landing gear shop wins.
Backlog and Product Demand
Closed the quarter with backlog of $15.3 million, the majority expected to close in 2026; AirSafe product demand strong ahead of FAA Nov 2026 compliance deadline.
Improved Profitability Measures
Net loss narrowed to $3.5 million from $5.3 million prior year; adjusted net income approximately break-even versus an adjusted net loss of $2.7 million in the prior year.
Liquidity and Inventory Position
Available liquidity of $41.8 million (including $2.1 million cash and $39.7 million revolver availability); inventory of $369.5 million and aircraft/engines held for lease of $121.5 million provide feedstock for monetization.
ASLE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ASLE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $7.33 | ― | ― |
Mar 05, 2026 | $7.32 | $6.46 | -11.75% |
Nov 06, 2025 | $6.99 | $6.14 | -12.16% |
Aug 06, 2025 | $6.16 | $7.59 | +23.21% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does AerSale Corporation (ASLE) report earnings?
AerSale Corporation (ASLE) is schdueled to report earning on Aug 12, 2026, After Close (Confirmed).
What is AerSale Corporation (ASLE) earnings time?
AerSale Corporation (ASLE) earnings time is at Aug 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ASLE EPS forecast?
ASLE EPS forecast for the fiscal quarter 2026 (Q2) is 0.23.