AerSale Corporation (ASLE)
NASDAQ:ASLE
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.03Last Year’s EPS
-0.05Same Quarter Last Year
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized substantial margin and profitability improvements (adjusted EBITDA up 38.2%, adjusted EPS up materially, gross margin expansion) and multiple capacity and capability wins (facility expansions, FAA landing gear approvals, strong AerSafe backlog). At the same time, the company faces notable near-term headwinds including total revenue volatility from flight equipment sales, a constrained/hypercompetitive feedstock market with low win rates, cash used for inventory purchases and relatively low cash on hand. Management outlines conservative feedstock purchasing, expects recurring revenue growth in 2026 from expanded MRO capacity, leasing and AerSafe demand, and highlights a strong inventory and revolver-backed liquidity to support execution. Overall, positives around profitability, margin recovery, and capacity buildup outweigh the operational and market challenges described.Company Guidance
Adjusted EBITDA and Profitability Improvement
Full year adjusted EBITDA grew to $46.1 million, an increase of $12.8 million or 38.2% year-over-year. Fourth quarter adjusted EBITDA increased $2.2 million or 17.1% to $15.2 million versus $13.0 million in Q4 2024, reflecting stronger operating performance and efficiency initiatives.
Improved Net Income and EPS
Adjusted net income for the year was $15.8 million (vs. $9.5 million prior year) and adjusted diluted EPS increased to $0.33 from $0.18, demonstrating material improvement in bottom-line results.
Revenue Growth Excluding Flight Equipment
Although total Q4 revenue declined 4.0% to $90.9 million and full year revenue declined 2.8% to $335.3 million, excluding volatile flight equipment sales Q4 revenue increased ~9.8% (company) and full year revenue rose 18.7%, driven by USM, leasing, component MROs and AerSafe sales.
TechOps Demand and Margin Expansion
Q4 TechOps revenue increased 10.7% to $34.0 million; full year TechOps revenue was $123.7 million. Gross margin improved to 25.6% for the year from 16.6% prior year, attributed to favorable mix and efficiency measures.
Strategic Facility and Capability Expansions
Multiple capacity projects advanced: Millington on-airport MRO is fully operational with heavy checks started; new 90,000 sq ft aerostructures facility moved into January 2026; pneumatic expansion construction complete (online expected by end of Q1); landing gear shop received FAA approval to overhaul 737 MAX and 787 gear, expanding serviceable product lines.
Strong Asset Position and Leasing Momentum
Year-end inventory position of roughly $364 million entering 2026, including ~$150 million ready for USM deployment and ~$118 million in whole assets. Leasing: 2 Boeing 757 freighters on lease and 5 converted 757s in inventory with 2 under letters of intent; company expects to deploy 757 freighters in 2026.
AerSafe Demand and FAA-Driven Opportunity
AerSafe sales increased as operators prepared for the FAA 2026 Fuel Quantity Indication System AD (FQISAD). Company reports AerSafe backlog already exceeds prior year sales and expects strong AerSafe revenue in 2026 ahead of the November 2026 compliance deadline.
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 |
|---|---|---|---|
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% |
May 07, 2025 | $7.04 | $6.16 | -12.50% |
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 May 13, 2026, After Close (Confirmed).
What is AerSale Corporation (ASLE) earnings time?
AerSale Corporation (ASLE) earnings time is at May 13, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is ASLE EPS forecast?
ASLE EPS forecast for the fiscal quarter 2026 (Q1) is 0.03.