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AerSale Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | $0.0200 |
| EPS actual | -$0.0300 |
| EPS Surprise | -250.00% |
| Revenue estimate | 102.5M |
| Revenue actual | 70.614M |
| Revenue Surprise | -31.11% |
| Release date | Mar 05, 2026 |
| EPS estimate | $0.150 |
| EPS actual | $0.160 |
| EPS Surprise | 6.67% |
| Revenue estimate | 99.706M |
| Revenue actual | 90.937M |
| Revenue Surprise | -8.79% |
| Release date | Nov 06, 2025 |
| EPS estimate | $0.100 |
| EPS actual | $0.0400 |
| EPS Surprise | -60.00% |
| Revenue estimate | 99.706M |
| Revenue actual | 71.191M |
| Revenue Surprise | -28.60% |
| Release date | Aug 06, 2025 |
| EPS estimate | $0.0500 |
| EPS actual | $0.200 |
| EPS Surprise | 300.00% |
| Revenue estimate | 91.033M |
| Revenue actual | 107.382M |
| Revenue Surprise | 17.96% |
Last 4 Quarters for AerSale
Below you can see how ASLE performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2025 |
| Price on release | $6.16 |
| EPS estimate | $0.0500 |
| EPS actual | $0.200 |
| EPS surprise | 300.00% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $6.04 |
| Aug 01, 2025 | $5.91 |
| Aug 04, 2025 | $6.13 |
| Aug 05, 2025 | $6.11 |
| Aug 06, 2025 | $6.16 |
| Aug 07, 2025 | $7.59 |
| Aug 08, 2025 | $8.26 |
| Aug 11, 2025 | $8.53 |
| Aug 12, 2025 | $8.77 |
| 4 days before | 1.99% |
| 4 days after | 42.37% |
| On release day | 23.21% |
| Change in period | 45.20% |
| Release date | Nov 06, 2025 |
| Price on release | $6.99 |
| EPS estimate | $0.100 |
| EPS actual | $0.0400 |
| EPS surprise | -60.00% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $7.42 |
| Nov 03, 2025 | $7.41 |
| Nov 04, 2025 | $7.25 |
| Nov 05, 2025 | $7.25 |
| Nov 06, 2025 | $6.99 |
| Nov 07, 2025 | $6.15 |
| Nov 10, 2025 | $6.14 |
| Nov 11, 2025 | $6.12 |
| Nov 12, 2025 | $5.98 |
| 4 days before | -5.80% |
| 4 days after | -14.45% |
| On release day | -12.09% |
| Change in period | -19.41% |
| Release date | Mar 05, 2026 |
| Price on release | $7.32 |
| EPS estimate | $0.150 |
| EPS actual | $0.160 |
| EPS surprise | 6.67% |
| Date | Price |
|---|---|
| Feb 27, 2026 | $7.80 |
| Mar 02, 2026 | $7.75 |
| Mar 03, 2026 | $7.59 |
| Mar 04, 2026 | $7.57 |
| Mar 05, 2026 | $7.32 |
| Mar 06, 2026 | $6.46 |
| Mar 09, 2026 | $6.46 |
| Mar 10, 2026 | $6.44 |
| Mar 11, 2026 | $6.44 |
| 4 days before | -6.15% |
| 4 days after | -12.02% |
| On release day | -11.75% |
| Change in period | -17.44% |
| Release date | May 07, 2026 |
| Price on release | $7.33 |
| EPS estimate | $0.0200 |
| EPS actual | -$0.0300 |
| EPS surprise | -250.00% |
| Date | Price |
|---|---|
| May 01, 2026 | $6.85 |
| May 04, 2026 | $6.79 |
| May 05, 2026 | $7.18 |
| May 06, 2026 | $7.31 |
| May 07, 2026 | $7.33 |
| May 08, 2026 | $6.55 |
| May 11, 2026 | $6.51 |
| May 12, 2026 | $6.44 |
| May 13, 2026 | $6.48 |
| 4 days before | 7.01% |
| 4 days after | -11.60% |
| On release day | -10.64% |
| Change in period | -5.40% |
AerSale Earnings Call Transcript Summary of Q1 2026
Q1 2026 highlights: Revenue $70.6M, up 7.4% year-over-year; Adjusted EBITDA $7.4M (10.4% of revenue), up $4.2M (131.9%). Excluding volatile flight equipment sales, revenue rose 2.2% driven by leasing growth and MRO demand. Leasing was a key driver: 3 Boeing 757 freighters on lease (one added in the quarter) with 1 under LOI and a plan to deploy the remaining four converted 757 freighters in 2026; engine leases increased to 18 from 16. Management invested $25.1M in feedstock acquisitions, ending the quarter with inventory $369.5M and aircraft/engines held for lease $121.5M. Available liquidity was $41.8M (including revolver availability). Adjusted net income about breakeven vs. an adjusted loss last year; GAAP net loss improved to $3.5M from $5.3M. TechOps revenue grew 3.4% with Millington (CRJ line) and an expanded Aerostructures facility coming online, but margins were temporarily pressured by ramp-up/training costs and lower MRO parts sales. Management remains focused on disciplined feedstock acquisitions, monetization via leasing and USM sales, filling MRO capacity, deploying remaining 757 freighters in 2026, and driving toward more predictable recurring revenue and improved margins as new facilities scale.
