USM Business Growth
Excluding whole asset sales, the balance of AerSale's business grew 18.5% to $71.2 million, driven by a strong inventory position supporting the USM business and higher leasing revenue.
Adjusted EBITDA Improvement
Adjusted EBITDA was $9.5 million or 13.3% of sales, compared to $8.2 million or 10.0% of sales in the prior year period, reflecting stronger leasing contributions, higher USM activity, and cost reduction efforts.
Asset Management Revenue Increase
Excluding whole asset transactions, segment revenue increased nearly 40.9% year-over-year to $39.2 million, driven by strong USM volume and higher leasing activity.
MRO Facility Expansion
Construction of expansion projects at Aerostructures and pneumatics facilities is now complete, expected to drive significant revenue growth in 2026 and beyond.
AerSafe Deliveries and Compliance
Strong increase in AerSafe deliveries year-over-year, expected to remain at elevated levels through 2026 due to FAA airworthiness directive compliance.