earnings
confidence high
sentiment neutral
materiality 0.65
AerSale Q3 revenue down 14% to $71.2M; GAAP net loss $0.1M, adjusted EBITDA up 16% to $9.5M
AerSale Corp
2025-Q3 EPS reported
$0.06
revenue$244,349,000
- Revenue $71.2M vs $82.7M YoY; decline driven by zero aircraft/engine sales vs five engines ($22.6M) in prior period.
- GAAP net loss of $0.1M vs net income $0.5M YoY; adjusted net income $1.5M vs $1.8M.
- Adjusted EBITDA rose to $9.5M from $8.2M YoY; management cites expanded EBITDA margins from growing lease pool.
- Placed second 757 freighter on lease; feedstock acquisitions $13.8M with additional $18.6M under contract.
- Demand momentum at Goodyear MRO and AerSafe™ product line expected to continue through Q3 2026 regulatory deadline.