earnings
confidence high
sentiment positive
materiality 0.65
AerSale Q4 net income surges to $5.4M; FY adjusted EBITDA up 38% to $46.1M
AerSale Corp
- Q4 revenue $90.9M (-4% YoY); GAAP net income $5.4M vs $2.7M (up 100%) on margin expansion.
- Adjusted EBITDA Q4 $15.2M (17.1% margin) vs $13.0M (13.7%); adjusted diluted EPS $0.16 vs $0.09.
- FY2025 revenue $335.3M (-2.8%); adjusted EBITDA $46.1M (13.8%) up 38% from $33.4M.
- Flight equipment sales fell to 13 engines from 20+1; ex-flight equip, revenue grew 18.7% for FY.
- Liquidity $71.6M; CEO cites cost-cutting and expects continued growth momentum in 2026.