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AerSale (ASLE) investor relations material
AerSale Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary6 Nov, 2025
Executive summary
Q3 2025 revenue was $71.2 million, down from $82.7 million year-over-year, mainly due to the absence of engine or aircraft sales, but core business excluding whole asset sales grew 18.5%.
Adjusted EBITDA improved to $9.5 million (13.3% of sales) from $8.2 million (10.0% of sales) year-over-year, reflecting higher leasing, USM activity, and cost reductions.
Gross margin increased to 30.2% from 28.6% year-over-year, driven by improved sales mix, higher leasing revenue, and cost controls.
Net loss for Q3 2025 was $0.1 million versus net income of $0.5 million in Q3 2024; adjusted net income was $1.5 million compared to $1.8 million.
Placed a second 757 freighter on lease, with strong customer interest and active discussions for remaining converted aircraft.
Financial highlights
Q3 2025 revenue: $71.2 million (down 13.9% year-over-year); nine-month revenue: $244.3 million (down 2.4%).
Adjusted EBITDA rose to $9.5 million, up from $8.2 million year-over-year.
Operating income was $2.9 million, up from $2.0 million year-over-year.
SG&A expenses fell to $18.6 million from $21.7 million, reflecting cost reduction efforts.
Cash and cash equivalents at quarter end were $5.3 million, with total liquidity of $58.9 million.
Outlook and guidance
Excluding flight equipment sales, full-year revenue is expected to exceed 2024 levels, with a greater increase in EBITDA year-over-year.
Expansion projects at air structures and pneumatics facilities are complete, expected to drive significant revenue growth in 2026 and beyond.
Strong customer interest in remaining 757 converted aircraft and AerSafe™ products, with regulatory deadlines supporting demand through 2026.
Management believes current liquidity and credit facilities are sufficient for operations over the next twelve months.
Growing pipeline at Goodyear MRO facility expected to extend through 2026 with longer-term contracts.
MRO expansion: 2026 revenue and margin outlook?
757 freighter conversion: remaining aircraft status?
Feedstock acquisition strategy in tight market?
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Q4 20255 Mar, 2026
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Frequently asked questions
AerSale Corporation provides aviation aftermarket services, including the sale, lease, and exchange of commercial aircraft, engines, and components. The company also offers maintenance, repair, and overhaul services, along with aircraft modification and cargo conversion. Its customers include airlines, leasing companies, and government agencies. The company is headquartered in Coral Gables, Florida, and its shares are listed on the NASDAQ.
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