ASLE · AerSale Corp
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AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. AerSale reported Q2 results that lagged the prior year as expected, with revenue down 33.9% to $70.9 million and a net loss of $5.6 million due to the absence of flight equipment sales and ramp-up costs, but management highlighted a strong pipeline of asset monetization including a $35 million 737 sale, three additional engine sales, two new 757 freighter leases, and a growing lease portfolio (18 engines, 3 freighters) that it expects to drive meaningfully stronger second-half results.
- + Leasing revenue grew ~50% YoY to $12.4 million with 18 engines and 3 B757 freighters on lease vs. 16 engines and 1 freighter a year ago.
- + Secured a $35 million 737 sale to the U.S. Marshals Service and commitments for three additional engine sales expected to close late Q3/early Q4.
- + Placed fourth 757 converted freighter on lease in July and executed a fifth lease scheduled for August delivery, leaving only two freighters remaining to monetize.
- − Q2 net loss of $5.6 million vs. net income of $8.6 million YoY; adjusted net loss of $4.3 million vs. adjusted net income of $9.4 million.
- − Gross margin compressed to 22.9% from 32.9% on absence of high-margin flight equipment sales, lower USM gross profit, and ramp-up costs at Goodyear and Millington.
- − Feedstock acquisitions fell 79.4% YoY to $5.6 million as the company stayed disciplined in a hyper-competitive acquisition market, weighing on USM sales.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Airports & Air Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ASLE
this stock
AerSale Corp
|
$276.82M | -18.4% | -2.8% | — | 4.8% |
|
ANNSF
Aena S.A./ADR
|
$45.33B | +9.5% | — | — | 0.0% |
|
PAC
Pacific Airport Group
|
$12.39B | -21.0% | — | — | 0.5% |
|
ASR
Southeast Airport Group
|
$8.16B | -20.4% | — | — | 0.7% |
|
JOBY
Joby Aviation, Inc.
|
$6.67B | -48.9% | +39183.1% | — | 10.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ASLE | +3.0% | -1.7% | -7.8% | +5.7% | -18.4% |
| SPY | +0.1% | -0.4% | +15.1% | +0.4% | +12.9% |
| vs SPY | +2.9% | -1.3% | -22.9% | +5.2% | -31.4% |