AerSale Corp (NAS:ASLE)

Q3 2025 AerSale Corp Earnings Call Transcript

Nov 6, 2025 / 09:30 PM GMT

Release Date Price: $6.99 (-3.59%)

Transcript 10-Q8-K

Key Points

Positve

AerSale Corp (ASLE) reported a strong inventory position with over $371.1 million in feedstock inventory, supporting future growth.
The company achieved a significant improvement in adjusted EBITA, reaching $9.5 million, up from $8.2 million in the prior year.
AerSale Corp (ASLE) saw a 40.9% year-over-year increase in segment revenue, excluding whole asset transactions, driven by strong USM volume and higher leasing activity.
The company completed construction on expansion projects at its aerostructures and pneumatics facilities, expected to drive revenue growth in 2026.
AerSale Corp (ASLE) maintained a disciplined approach to feedstock acquisitions, ensuring not to overpay in a competitive market.

Negative

AerSale Corp (ASLE) experienced a year-over-year revenue decline from $82.7 million to $71.2 million, primarily due to the absence of engine or aircraft sales.
The Roswell facility reported lower results as it transitioned to focus on tear down and decommissioning activities.
The company faced challenges with the limited supply of attractively priced feedstock due to new OEM production not meeting demand.
AerSale Corp (ASLE) reported a net loss of $0.1 million for the quarter compared to a net income of $0.5 million in the prior year period.
The company noted ongoing delays in engine shop repairs, impacting the availability of engines for sale or lease.

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

ASLE.OQ - Aersale Corp
Q3 2025 AerSale Corp Earnings Call
Nov 06, 2025 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon and welcome to the Air Sale Corp 3rd quarter 2025 earnings conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference operator by pressing the star key followed by 0. After today's presentation, there'll be an opportunity to ask questions. To ask a question, you may press star, then 1 on your telephone keypad. To withdraw your question, please press star, then 2.

Please note this event is being recorded. I would now like to turn the conference over to Christine Padron, Vice President of the Compliance. Please go ahead.

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Unidentified_2 [2]
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