ASLE

AerSale Corporation (ASLE) Q2 2026 Earnings Call Transcript

Companies are weighing what to do with airlines' new, restrictive business- and premium-economy tickets. Many companies blocked their corporate travelers from booking restrictive basic economy tickets about a decade ago so employees wouldn't get stuck without the ability to change their flights.

ASLE trades at a 33% discount relative to book value, reflecting a lagging market sentiment on improving fundamentals. The decline in whole asset sales on a relative basis is masking the significant growth the firm is witnessing with strong USM demand, high leasing rates, and MRO capacity expansion. Despite the stock being undervalued, the debt levels pose an earnings risk due to interest expenses increasing significantly.

AerSale Corporation (ASLE) Q1 2026 Earnings Call Transcript

First Quarter 2026  Highlights Revenue of $70.6 million versus $65.8 million in the prior year period Net loss of $3.5 million versus net loss of $5.3 million in the prior year period Adjusted net income1 of $0.1 million versus adjusted net loss of $2.7 million in the prior year period Adjusted EBITDA1 of $7.4 million versus adjusted EBITDA of $3.2 million in the prior year period Feedstock acquisitions of $25.1 million versus $43.4 million in the prior year period Inventory of $369.5 million Aircraft and engines held for lease2 of $121.5 million MIAMI, May 07, 2026 (GLOBE NEWSWIRE) -- AerSale Corporation (Nasdaq: ASLE) (“AerSale” or the “Company”) today reported first quarter 2026 financial results.                         (in thousands, except per-share amount)     (Unaudited)     Three Months Ended March 31,     2026     2025     Percent Change Total revenue   $ 70,614     $ 65,776     7.4   % Net loss     (3,450 )     (5,277 )   34.6   % Adjusted net income (loss)(1)     66       (2,665 )   102.5   % Adjusted EBITDA(1)     7,360       3,174     131.9   % Diluted loss per share     (0.07 )     (0.10 )   30.0   % Adjusted diluted earnings (loss) per share(1)     0.00       (0.05 )   100.0   % Feedstock acquisitions   $ 25,056     $ 43,439     (42.3 ) %                           First Quarter 2026 Results of Operations The Company's revenue for the first quarter of 2026 was $70.6 million, representing a 7.4% increase compared to $65.8 million in the first quarter of 2025, primarily driven by increased engine and B757 freighter leasing activity.

MIAMI, April 23, 2026 (GLOBE NEWSWIRE) -- AerSale Corporation (NASDAQ: ASLE) (the “Company”), announced today that it will release its earnings results for the first quarter ended March 31, 2026, on Thursday, May 7, 2026, after the market closes. The Company will host a conference call on the same day at 4:30 pm Eastern Time to discuss the results.