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AerSale Corporation (ASLE)
NASDAQ:ASLE
US Market
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AerSale Corporation (ASLE) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Mar 05, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.2
Last Year’s EPS
0.09
Same Quarter Last Year
Based on 2 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 06, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
AerSale's earnings call highlighted strong growth in USM business, higher leasing revenue, and successful facility expansions. However, it faced challenges with a decline in overall revenue and a net loss for the quarter due to the absence of whole asset sales. Despite these challenges, the company demonstrated resilience with improved adjusted EBITDA and strategic progress in key initiatives.
Company Guidance
During AerSale Corp's Third Quarter 2025 earnings call, the company reported a revenue of $71.2 million, down from $82.7 million the previous year, primarily due to the absence of whole asset sales, which included five engine sales in 2024. However, excluding these sales, the business grew by 18.5%, reaching $71.2 million, driven by a strong inventory position in their Used Serviceable Material (USM) business and increased leasing revenue. The company's adjusted EBITDA improved to $9.5 million, or 13.3% of sales, up from $8.2 million, or 10.0% of sales, in the prior year period. This reflects stronger leasing contributions and cost reduction efforts. Revenue from their Asset Management segment was $39.2 million, with a 40.9% increase year-over-year when excluding whole asset transactions, driven by robust USM volume and higher leasing activity. The company also continued to expand its 757 passenger-to-freighter conversion program and reported a strong inventory position, with $371.1 million of feedstock, including 9 engines available for sale or lease. AerSale is optimistic about its future growth, supported by ongoing expansion projects at its Aerostructures and pneumatics facilities, which are expected to be significant revenue drivers in 2026.
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.

AerSale Corporation (ASLE) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

ASLE Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Mar 05, 2026
2025 (Q4)
0.20 / -
0.09
Nov 06, 2025
2025 (Q3)
0.17 / 0.04
0.040.00% (0.00)
Aug 06, 2025
2025 (Q2)
0.03 / 0.20
-0.05500.00% (+0.25)
May 07, 2025
2025 (Q1)
0.07 / -0.05
0.11-145.45% (-0.16)
Mar 06, 2025
2024 (Q4)
0.07 / 0.09
-0.02550.00% (+0.11)
Nov 07, 2024
2024 (Q3)
0.05 / 0.04
0.0333.33% (+0.01)
Aug 07, 2024
2024 (Q2)
0.10 / -0.05
-0.03-66.67% (-0.02)
May 08, 2024
2024 (Q1)
0.04 / 0.11
0.0757.14% (+0.04)
Mar 07, 2024
2023 (Q4)
0.45 / -0.02
0.23-108.70% (-0.25)
Nov 08, 2023
2023 (Q3)
0.21 / 0.03
-0.03200.00% (+0.06)
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
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%
Mar 06, 2025
$7.07$8.24+16.55%
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 Mar 05, 2026, After Close (Confirmed).
    What is AerSale Corporation (ASLE) earnings time?
    AerSale Corporation (ASLE) earnings time is at Mar 05, 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 2025 (Q4) is 0.2.
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