The earnings call highlighted significant revenue growth and improved profitability, with progress in strategic initiatives like AerSafe and AerAware. However, challenges remain in the TechOps segment and narrow-body engine market, alongside delays in AerAware commercialization.

Company Guidance

In the AerSale Corp. Second Quarter 2025 Earnings Conference Call, the company reported significant financial improvements and strategic advancements. The second quarter revenue surged to $107.4 million from $77.1 million in the prior year, driven by a robust increase in flight equipment sales, which rose to $33.4 million from $17.9 million, and a substantial year-over-year increase in USM sales. The Asset Management segment revenue soared by 79.5% to $42.8 million, reflecting higher flight equipment and USM sales. The company's adjusted EBITDA improved notably to $18.3 million from $3.2 million, highlighting strong business execution and cost reduction benefits. AerSale's liquidity stood at $68.8 million, with $5.7 million in cash and $63.1 million available on its credit facility. The company remains optimistic about its growth strategy, supported by a robust feedstock position, expanded lease pool, and ongoing MRO expansion projects, anticipating further financial improvements in the second half of the year.

Strong Revenue Growth

Second quarter revenue increased to $107.4 million from $77.1 million in the prior year, showing significant growth driven by increased USM sales and flight equipment transactions.

Improved EBITDA and Profitability

Adjusted EBITDA improved significantly to $18.3 million from $3.2 million in the prior year, reflecting stronger execution across the business and continued benefits from cost reduction initiatives.

Expansion of Lease Pool

Asset Management segment revenue increased by 79.5% due to the expansion of the lease pool and a substantial increase in USM sales.

AerSafe and AerAware Progress

AerSafe backlog stood at $12.9 million, with orders expected to rise. AerAware received Transport Canada Civil Aviation validation, broadening international market access.

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

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ASLE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 11, 2025	2025 (Q3)	0.17 / -	0.04	―	―	―
Aug 06, 2025	2025 (Q2)	0.03 / 0.20	-0.05	500.00% (+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	-0.02	550.00% (+0.11)	―
Nov 07, 2024	2024 (Q3)	0.05 / 0.04	0.03	33.33% (+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	0.07	57.14% (+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	-0.03	200.00% (+0.06)	―
Aug 08, 2023	2023 (Q2)	0.12 / -0.03	0.47	-106.38% (-0.50)	―

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
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%
Nov 07, 2024	$5.90	$5.50	-6.78%

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 Nov 11, 2025, After Close (Confirmed).

What is AerSale Corporation (ASLE) earnings time?

AerSale Corporation (ASLE) earnings time is at Nov 11, 2025, 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 (Q3) is 0.18.

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