AerSale Corp (NAS:ASLE)

Q4 2025 AerSale Corp Earnings Call Transcript

Mar 5, 2026 / 09:30 PM GMT

Release Date Price: $7.32 (-3.30%)

Transcript 10-K8-K

Key Points

Positve

AerSale Corp (ASLE) reported a 17.1% increase in fourth-quarter adjusted EBITDA, reaching $15.2 million.
Excluding flight equipment sales, fourth-quarter revenue increased by 9.8%, indicating growth in component MROs, USM, and leasing.
The company saw robust growth in sales of its AirSafe product, driven by FAA compliance deadlines.
AerSale Corp (ASLE) successfully expanded its MRO facilities, including a new aerostructures facility and pneumatic expansion project, which are expected to contribute significantly in 2026.
The company received FAA approval to overhaul Boeing 737 Max and 787 landing gear, expanding its MRO capabilities for new technology flight equipment.

Negative

Fourth-quarter revenue decreased by 4% year-over-year, primarily due to fewer flight equipment sales.
The feedstock environment remains constrained, with a win rate of only 4.8% in the fourth quarter, down from 17.2% the previous year.
Asset management revenue declined by 11.1% year-over-year in the fourth quarter due to fewer flight equipment sales.
The company anticipates a lower level of feedstock purchases in 2026 due to a hypercompetitive market.
AerSale Corp (ASLE) faces challenges in monetizing existing inventory amidst a competitive market for used flight equipment.

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

ASLE.OQ - Aersale Corp
Q4 2025 AerSale Corp Earnings Call
Mar 05, 2026 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for standing by. Welcome to the AirSalle Corp Q4 2025 earnings conference call. At this time, all participants are in a listen-only mode. Please be advised that today's conference is being recorded. After the speaker's presentation. There will be a question-and-answer session. To ask a question, please press 11 on your telephone and wait for your name to be announced. To withdraw your question, please press 11 again. I would now like to hand the conference over to your speaker today, Jackie Carlo, senior Vice President of Marketing.

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Unidentified_2 [2]
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