NASDAQ$ASLE

AerSale Corporation · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

AerSale reported Q1 2026 revenue of $70.6M (+7.4% YoY) and a net loss of $3.5M.

AerSale generated Q1 2026 total revenue of $70.6 million (+7.4% YoY) with Asset Management Solutions up 10% and TechOps up 3.4%, but a net loss of $3.5 million versus $5.3 million in Q1 2025 as costs remained elevated.

  • Revenue $70.6M (+7.4%).
  • Net loss $(3.5)M improved vs. $(5.3)M YoY.
  • USM/leasing/services revenue mix.
  • Aviation aftermarket and MRO focus.
  • Tax benefit $1.0M in quarter.

Headline financials

Total Revenue

$70.6M

Previous: $65.8M+7.4%
EPS (adj)

-$0.07

Previous: -$0.05-40.0%
Capital Expenditures

-$1.05M

Previous: -$2.41M+56.4%
Net Income

-$3.45M

Previous: -$5.28M+34.6%
Operating Income

-$3.33M

Previous: -$6.6M+49.5%
Gross Profit

$18.9M

Previous: $18M+5.1%

Revenue & EPS history

AerSale · Revenue · Quarterly

$70.6M

Q1 2026+7.4%vs Q1 2025
Beat estimate in 3 of 15 quarters(20%)
ActualEstimate

Revenue by segment

AerSale · $49.4M total across 2 segments · Q4 2020

  • Technical Operations
    $32M
  • Asset Management Solutions
    $17.4M-82.3%

Forward guidance

Commercial aviation utilization and USM demand drive outlook.

Tailwinds

  • Revenue growth both segments.
  • Loss narrowing.
  • Aging fleet supports parts demand.

Headwinds

  • Still loss-making.
  • Aircraft cycle sensitivity.
  • Execution on TechOps margins.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-4.0%

Avg return

Earnings day

-3.0%

Avg return

5 days after

-2.1%

Avg return

30 days after

43%

12 / 28 earnings

Positive

+16.5%

Q4 2024

Best reaction

-24.5%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-10.9%-12.0%-13.5%
Q4 2025-11.7%-12.0%-15.7%
Q3 2025-11.9%-14.4%-5.2%
Q1 2025-12.7%-13.4%-17.2%
Q4 2024+16.5%+15.6%-4.0%
Q3 2024-7.7%-5.4%+4.0%
Q2 2024-9.7%-12.5%-14.9%
Q1 2024+10.0%+4.7%-6.4%
Q4 2023-24.0%-22.0%-23.0%
Q3 2023-13.1%-12.4%-3.4%
Q2 2023-24.5%-24.1%+7.7%
Q1 2023-4.0%-4.4%-7.4%
Q4 2022-15.1%-19.7%-19.2%
Q3 2022-7.3%-4.8%-15.0%
Q2 2022+11.2%+13.0%+18.9%
Q1 2022-2.0%-1.4%+4.6%
Q4 2021+2.5%+11.0%+6.2%
Q3 2021-19.2%-17.6%-16.8%
Q2 2021+4.1%+18.8%+22.7%
Q1 2021-2.0%-3.5%-2.3%
Q4 2020+16.3%+25.5%+25.4%
Q3 2020+2.1%+8.2%+17.9%
Q2 2020+0.7%-0.3%-0.6%
Q1 2020+0.0%+0.0%+1.4%
Q4 2019+0.2%+0.0%-1.0%
Q4 2018+0.2%+0.0%-1.0%
Q2 2019-0.7%-1.0%-1.4%
Q1 2019+0.0%+0.2%+0.3%

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