Highest-materiality recent filing
AerSale Q1 2026 revenue $70.6M, net loss narrows to $3.5M from $5.3M YoY
Revenue $70.6M, up 7.4% YoY; net loss $3.5M vs $5.3M prior year, improved 34.6%.
AerSale Q4 net income surges to $5.4M; FY adjusted EBITDA up 38% to $46.1M
Q4 revenue $90.9M (-4% YoY); GAAP net income $5.4M vs $2.7M (up 100%) on margin expansion.
AerSale Q3 revenue down 14% to $71.2M; GAAP net loss $0.1M, adjusted EBITDA up 16% to $9.5M
Revenue $71.2M vs $82.7M YoY; decline driven by zero aircraft/engine sales vs five engines ($22.6M) in prior period.
AerSale Q2 revenue up 39% to $107.4M; net income $8.6M vs loss $3.6M
Revenue $107.4M (+39.3% YoY); GAAP net income $8.6M vs loss $3.6M; adjusted net income $9.4M.
AerSale Q1 net loss $5.3M; core revenue ex-flight equipment up 23%
Revenue $65.8M, down 27.4% YoY; GAAP net loss $5.3M vs net income $6.3M prior year.
AerSale repurchases $45M shares (6.4M at $7) from Leonard Green, director Seiffer resigns
Repurchased 6,428,571 shares from Leonard Green entities at $7.00/share (~$45M total).
AerSale Q4 revenue $94.7M, net income $2.7M vs loss; adjusted EBITDA $13M
Q4 revenue $94.7M (flat YoY); GAAP net income $2.7M vs net loss of $2.7M in Q4 2023.
AerSale gets $34.6M advance on $67M fire insurance claim for inventory loss
Roswell, NM warehouse fire destroyed aircraft parts inventory in April 2024; replacement claim filed for ~$67M.
AerSale Q3 2024 revenue $82.7M, net income $0.5M; adjusted EBITDA up to $8.2M
Revenue of $82.7M vs $92.5M prior year; base business up 26% excluding volatile flight equipment sales.
AerSale Q2 revenue +11% to $77.1M but net loss widens to $3.6M; Adj EBITDA turns positive
Revenue $77.1M vs $69.3M YoY; GAAP net loss $3.6M vs $2.7M loss (prior year).
AerSale Q1 revenue up 16% to $90.5M; net income $6.3M vs $5K prior year
Revenue $90.5M (+15.6% YoY); GAAP net income $6.3M vs $5K; Adjusted EBITDA $9.0M vs $5.0M.
AerSale FY2023: Revenue $334.5M, GAAP loss $5.6M, Adj. EBITDA $12.3M; AerAware certified
FY2023: Revenue $334.5M, GAAP net loss $5.6M, adjusted net income $3.5M, adjusted EBITDA $12.3M.
FAA issued STC for AerAware EFVS on Boeing B737NG on Dec 6, 2023; world's first dual-pilot EFVS with head-wearable display.
AerSale Q3 revenue $92.5M (up 81% YoY); guides FY revenue $400-$420M
Revenue $92.5M vs $51.0M prior year; GAAP net loss $0.1M vs $9.0M loss.
AerSale achieves 50% visual advantage for AerAware EFVS on B737NG, a first in commercial aviation
50% visual advantage over naked eye in low visibility operations for AerAware™ EFVS on Boeing B737NG, per FAA OSR Revision 5 dated Oct 19, 2023.
All certification flight testing for AerAware EFVS completed on August 19, 2023 with FAA.
AerSale Q2 revenue $69.3M (-50% YoY), net loss $2.7M, cuts FY guidance
Revenue $69.3M vs $139.6M YoY; flight equipment sales $13.3M (4 engines, no aircraft) vs $92.5M (3 engines, 3 aircraft) in prior year.
AerSale Q1 revenue falls to $78.3M, net income $5K; adjusted EBITDA $5.0M; reaffirms 2023 guidance
Q1 2023 revenue $78.3M vs $122.8M YoY; GAAP net income $5K vs $17.2M.
AerSale reports FY2022 revenue $408.5M (+20% YoY), guides FY2023 EBITDA $70-80M below FY2022 $87.4M
Full year 2022 revenue $408.5M (+20% YoY); GAAP net income $43.9M (+21.4% YoY); adjusted EBITDA $87.4M (21.4% of sales).
AerSale agrees to repurchase 1.5M shares from Green Equity Investors at secondary offering price
Repurchases 1,500,000 shares from Green Equity Investors CF, L.P., Green Equity Investors Side CF, L.P., LGP Associates CF, LLC, and Florida Growth Fund LLC.
AerSale Q3 revenue $51M, net loss $9.0M; flight equipment sales down sharply
Revenue $51.0M, down 30% YoY; GAAP net loss $9.0M vs loss $1.6M in Q3 2021.
AerSale selling stockholders launch secondary offering of 4.25M shares, raising ~$73.3M
Selling stockholders sold 4.25M shares plus 637,500 option shares fully exercised.
AerSale Q2 revenue up 52% to $139.6M; Adj. EBITDA $41.1M (+35%)
GAAP net income $26.5M ($0.47 diluted EPS) vs $16.5M ($0.38) a year ago; adjusted net income $31.7M.
Revenue $122.8M (+110% YoY); GAAP net income $17.2M ($0.32 diluted EPS); adjusted EPS $0.41.
AerSale FY2021 revenue $340.4M (+62.9%); guides FY2022 rev $420-450M
FY2021 revenue $340.4M (+62.9% YoY); GAAP net income $36.1M.
AerSale Q3 revenue $73.3M, GAAP net loss $1.6M; raises FY adjusted EBITDA guidance to $80-90M
Revenue $73.3M vs $57.1M YoY; flight equipment sales of $27.4M (none in prior year).
AerSale Q2 revenue $91.9M, GAAP net income $16.5M, adjusted EBITDA $30.4M
Revenue $91.9M vs $45.4M YoY; GAAP net income $16.5M vs net loss $7.9M YoY.
each of Peter Nolan and General C. Robert Kehler notified the Company of their intent not to stand for re-election as a member of the Board at the 2025 Annual Meeting
each of Peter Nolan and General C. Robert Kehler notified the Company of their intent not to stand for re-election as a member of the Board at the 2025 Annual Meeting
appointed Carol DiBattiste, and Thomas D. Mitchell, to serve as independent members of the Board to fill the Board’s current vacancies, effective April 1, 2025
appointed Carol DiBattiste, and Thomas D. Mitchell, to serve as independent members of the Board to fill the Board’s current vacancies, effective April 1, 2025
On March 14, 2025, Jonathan Seiffer resigned from the board of directors of the Company effective immediately.
increased the size of the Board from seven to eight directors and appointed Thomas Mullins to serve as an independent member of the Board to fill the resulting vacancy, effective February 18, 2025
On February 9, 2024, Richard J. Townsend, a member of the board of directors (the “Board”) of AerSale Corporation (the “Company”) and chairperson of the Board’s Audit Committee, notified the Board of his intention to retire as a member of the Board for personal reasons, effective March 11, 2024.
The Board appointed Andrew Levy to replace Mr. Townsend as the chairperson of the Board’s Audit Committee, effective March 11, 2024
and designated Lt. General Judith Fedder to fill the vacancy in the Board’s Audit Committee upon Mr. Townsend’s retirement on March 11, 2024.
Robert Nichols, Executive Vice Chairman, and Division President of Asset Management of AerSale Corporation (the “Company”) and employee member of the Board of Directors of the Company (the “Board”), notified the Company of his decision to retire from his position as Vice Chairman, and Division President of Asset Management of the Company effective December 31, 2023, however, as approved by the Board upon recommendation from the Board’s Nominating and Corporate Governance Committee, Mr. Nichols will remain on the Board as a compensated non-employee director as of January 1, 2024.
Also on April 14, 2023, Michael Kirton, a member of the Board since December 2020, notified the Board of his decision to not seek re-election to the Board at the Annual Meeting due to Leonard Green & Partners, L.P. (“Leonard Green”) reduction of its ownership position in the Company, which will result in Leonard Green having a single Board seat.
On April 14, 2023, Eric J. Zahler, a member of the Board since December 2020 and currently the Board’s Lead Independent Director and a member of the Board’s Compensation Committee, and Sai S. Devabhaktuni, a member of the Board since December 2020 and currently a member of the Board’s Audit Committee and Nominating and Corporate Governance Committee, each notified the Board of their decision to retire from the Board at the end of their current term and not seek re-election to the Board at the 2023 annual meeting of stockholders of the Company (the “Annual Meeting”).
Max materiality 0.85 · Median 0.60 · Most common event earnings