AerSale Corp (NAS:ASLE)

Q2 2026 AerSale Corp Earnings Call Transcript

Aug 6, 2026 / 08:30 PM GMT

Release Date Price: $6.3 (-2.17%)

Transcript 10-Q8-K

Key Points

Positve

Leasing revenue grew approximately 50% year-over-year to $12.4 million, driven by an expanded engine and freighter lease portfolio.
TechOps segment revenue grew nearly 9% to $33.8 million, led by the ramp-up of the CRJ maintenance program and higher landing gear activity.
Secured a $35 million 737 aircraft sale to the U.S. Marshals Service, expected to close in late Q3 or early Q4.
Placed the fourth 757 converted freighter on lease in July and executed a lease for a fifth, leaving only two freighters to monetize.
Demand for the AirSafe product remains strong and is expected to peak in Q3 2026 ahead of the FAA's November compliance deadline.
Landing gear shop is operating at about 80% capacity during one shift, with plans to add an additional shift as volume builds.

Negative

Total revenue declined to $70.9 million from $107.4 million in the prior year, primarily due to the absence of flight equipment sales.
Adjusted EBITDA fell sharply to $2.2 million (3.1% of revenue) from $18.3 million (17% of revenue) in the prior year period.
The company reported a net loss of $5.6 million for the quarter, compared to net income of $8.6 million a year ago.
First-half margins were negatively impacted by ramp-up costs at Goodyear and Millington, including carrying additional labor ahead of volume.
Feedstock acquisitions dropped significantly to $5.6 million from $27.1 million a year ago due to a hyper-competitive acquisition market.
Cash used in operating activities was $33.5 million year-to-date, reflecting continued investment in inventory and make-ready costs.

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

ASLE.OQ - Aersale Corp
Q2 2026 AerSale Corp Earnings Call
Aug 06, 2026 / 08:30PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Hello, and thank you for standing by. At this time, I would like to welcome everyone to the Aerosale Inc. Second Quarter 2026 Earnings Conference Call.

All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press *, followed by the number one on your telephone keypad. If you would like to withdraw your question, press one again.

Thank you.

I would now like to turn the conference over to Jackie Carlin, Senior Vice President of Marketing and Communications. You may begin.

--------------------------------------------------------------------------------
Unidentified_2

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.