ASLE · AerSale Corp
$5.87
+0.15 (+2.62%)
At close · Aug 14
Market Cap
$279.92M
Shares
47.73M
AerSale Corp Earnings Call Transcripts
Every quarterly earnings call for AerSale Corp (ASLE) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▼30.4%
$51.00M
−$9.01M
'22 Q3
22-11-08
▼18.5%
$95.13M
$9.19M
'22 Q4
23-03-06
▼36.3%
$78.27M
$5,000
'23 Q1
23-05-09
▼50.3%
$69.33M
−$2.69M
'23 Q2
23-08-08
▲81.3%
$92.48M
−$148,000
'23 Q3
23-11-08
▼0.7%
$94.42M
−$2.73M
'23 Q4
24-03-07
▲15.7%
$90.54M
$6.28M
'24 Q1
24-05-08
▲11.2%
$77.10M
−$3.64M
'24 Q2
24-08-07
▼10.6%
$82.68M
$509,000
'24 Q3
24-11-07
▲0.3%
$94.74M
$2.70M
'24 Q4
25-03-06
▼27.4%
$65.78M
−$5.28M
'25 Q1
25-05-07
▲39.3%
$107.38M
$8.57M
'25 Q2
25-08-06
▼13.9%
$71.19M
−$120,000
'25 Q3
25-11-06
▼4%
$90.94M
$5.40M
'25 Q4
26-03-05
▲7.4%
$70.61M
−$3.45M
'26 Q1
26-05-07
LATEST
▼33.9%
$70.93M
−$5.57M
'26 Q2
26-08-06
Earnings call
FY26 · Q2
2026-08-06
Second Quarter 2026 Earnings Conference Call
Confident tone
MRO ramp-up at Goodyear and Millington
Leasing growth and 757 freighter monetization
USM market dynamics and feedstock discipline
Revenue
$70.93M
▼ 33.9% YoY Diluted EPS
$-0.12
▼ 166.7% YoY Gross margin
22.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-07
AerSale Corp Q1 FY2026 Earnings Call
Positive tone
USM Monetization and Engine Builds
MRO Expansion and Ramp-Up
Disciplined Feedstock Acquisitions
Revenue
$70.61M
▲ 7.4% YoY Diluted EPS
$-0.07
Gross margin
26.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-03-05
AerSale Corp Q4 FY2025 Earnings Call
Confident tone
USM feedstock acquisitions and pricing discipline
AerSafe / FQISAD compliance deadline
Asset Management / leasing growth and inventory
Revenue
$90.94M*
▼ 4% YoY Gross margin
34.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-06
AerSale Corp Q3 FY2025 Earnings Call
Confident tone
Asset Management / USM and Leasing
757 Passenger-to-Freighter Conversions
TechOps / MRO Facilities
Revenue
$71.19M
▼ 13.9% YoY Diluted EPS
$0.00
▼ 100% YoY Gross margin
30.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-06
AerSale Corp Q2 FY2025 Earnings Call
Positive tone
Asset Management / USM Growth
TechOps / MRO Transition
AerSafe Product
Revenue
$107.38M
▲ 39.3% YoY Diluted EPS
$0.18
Gross margin
32.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-07
AerSale Corp Q1 FY2025 Earnings Call
Positive tone
Asset Management / Whole Asset Sales
USM / Feedstock Acquisition
AerAware EFVS
Revenue
$65.78M
▼ 27.4% YoY Diluted EPS
$-0.10
▼ 183.3% YoY Gross margin
27.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-03-06
AerSale Corp Q4 FY2024 Earnings Call
Positive tone
TechOps MRO and facility expansion
Whole asset volatility and ex-whole-asset growth
AerAware enhanced flight vision system
Revenue
$94.74M*
▲ 0.3% YoY Gross margin
31.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-07
AerSale Corp Q3 FY2024 Earnings Call
Positive tone
USM Feedstock Challenges
MRO Expansion Projects
Asset Management / Flight Equipment Sales
Revenue
$82.68M
▼ 10.6% YoY Diluted EPS
$0.01
Gross margin
28.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-07
AerSale Corp Q2 FY2024 Earnings Call
Positive tone
TechOps / MRO expansion
Feedstock / USM supply constraints
AerAware enhanced flight vision system
Revenue
$77.10M
▲ 11.2% YoY Diluted EPS
$-0.07
Gross margin
28.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-08
AerSale Corp Q1 FY2024 Earnings Call
Positive tone
Asset Management Segment Performance
Inventory & Feedstock Acquisitions
AerAware Product Adoption
Revenue
$90.54M
▲ 15.7% YoY Diluted EPS
$0.12
Gross margin
31.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-03-07
AerSale Corp Q4 FY2023 Earnings Call
Positive tone
Inventory monetization strategy
AerAware STC and cargo market
Flight equipment sales shortfall
Revenue
$94.42M*
▼ 0.7% YoY Gross margin
25.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-08
AerSale Corp Q3 FY2023 Earnings Call
Revenue
$92.48M
▲ 81.3% YoY Diluted EPS
$0.00
Gross margin
25.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-08
AerSale Corp Q2 FY2023 Earnings Call
Revenue
$69.33M
▼ 50.3% YoY Diluted EPS
$-0.08
▼ 117% YoY Gross margin
29.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-09
AerSale Corp Q1 FY2023 Earnings Call
Revenue
$78.27M
▼ 36.3% YoY Diluted EPS
$0.00
▼ 100% YoY Gross margin
31.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-03-06
AerSale Corp Q4 FY2022 Earnings Call
Revenue
$95.13M*
▼ 18.5% YoY Gross margin
36.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-08
AerSale Corp Q3 FY2022 Earnings Call
Revenue
$51.00M
▼ 30.4% YoY Diluted EPS
$-0.17
Gross margin
30.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-08
AerSale Corp Q2 FY2022 Earnings Call
Revenue
$139.61M
▲ 51.9% YoY Diluted EPS
$0.47
▲ 23.7% YoY Gross margin
39.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-09
AerSale Corp Q1 FY2022 Earnings Call
Revenue
$122.81M
▲ 110.2% YoY Diluted EPS
$0.32
▲ 39.1% YoY Gross margin
38.0%
Rev · 7q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-03-14
AerSale Corp Q4 FY2021 Earnings Call
Revenue
$116.78M*
▲ 136.5% YoY Gross margin
37.8%
Rev · 6q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-09
AerSale Corp Q3 FY2021 Earnings Call
Revenue
$73.30M
▲ 28.4% YoY Diluted EPS
$-0.04
▼ 100% YoY Gross margin
33.6%
Rev · 6q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-06
AerSale Corp Q2 FY2021 Earnings Call
Revenue
$91.92M
▲ 102.7% YoY Diluted EPS
$0.38
Gross margin
33.4%
Rev · 5q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-07
AerSale Corp Q1 FY2021 Earnings Call
Revenue
$58.44M
▲ 2.3% YoY Diluted EPS
$0.23
▼ 99.2% YoY Gross margin
33.9%
Rev · 4q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-03-15
AerSale Corp Q4 FY2020 Earnings Call
Revenue
$49.38M*
Gross margin
26.6%
Rev · 3q
Audio
Transcript
Slides
8-K10-K
Showing 1–23 of 23 earnings calls
Key facts
CIK
1754170
CUSIP
00810F106
13F (30d)
151 filings
137 filers
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