AerSale Corp (NAS:ASLE)

Q1 2025 AerSale Corp Earnings Call Transcript

May 7, 2025 / 08:30 PM GMT

Release Date Price: $7.04

Transcript 10-Q8-K

Key Points

Positve

AerSale Corp (ASLE) reported a 23.4% increase in revenue excluding whole asset sales, indicating strong underlying business fundamentals.
The company successfully acquired $43.4 million of feedstock, taking advantage of favorable market conditions.
AerSale Corp (ASLE) is in a strong position with ready-to-sell inventory, expected to drive higher USM sales and whole asset transactions.
The company is making progress with its 757 P2F conversion program, with active discussions with multiple customers.
AerSale Corp (ASLE) has implemented efficiency measures expected to enhance profitability in the second half of 2025.

Negative

First quarter revenue decreased to $65.8 million from $90.5 million in the prior year, primarily due to fewer whole asset sales.
The company reported a net loss of $5.3 million for the first quarter of 2025, compared to a net income of $6.3 million in the same period last year.
Adjusted EBITDA decreased to $3.2 million from $9 million in the prior year period, due to lower whole asset transactions.
Gross margin declined to 27.3% from 31.8% in the first quarter of 2024, impacted by lower whole asset sales.
Tech ops segment revenue declined by 15.1% due to the conclusion of a maintenance check line with a large customer and the strategic decision to pursue longer-term contracts.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ASLE.OQ - Aersale Corp
Q1 2025 AerSale Corp Earnings Call
May 07, 2025 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and welcome to the Air sales Corporation first quarter 2025 earnings conference call.

All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by 0.

After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press, then one on your telephone keypad.

To withdraw your question, please press start then 2.

Please note, this event has been recorded.

I would now like to turn the conference over to Jackie Carlo, Vice President of marketing and communication at ASL. Please go ahead.

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