NASDAQ$ASLE

AerSale Corporation · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

AerSale Corporation reported strong revenue growth and net income in Q2 2025 driven by Asset Management Solutions.

AerSale achieved total revenue of $107.4 million for the three months ended June 30, 2025, a 39% increase year-over-year, with net income of $8.6 million and operating income of $12.5 million. Asset Management Solutions revenue rose 82% to $76.3 million while TechOps revenue declined 12%. Gross profit improved significantly to $35.3 million reflecting higher-margin product mix and operational efficiencies.

  • Q2 revenue increased 39% to $107.4 million year-over-year, led by 101% growth in Engine product sales within Asset Management Solutions.
  • Net income turned positive to $8.6 million compared to a $3.6 million loss in Q2 2024, with diluted EPS of $0.18.
  • Gross margin expanded to 32.9% from 28.2% prior year due to favorable mix shift toward higher-margin whole asset and USM sales.
  • Cash position strengthened to $5.7 million while total assets grew to $646.7 million amid continued feedstock acquisitions.

Headline financials

Total Revenue

$107M

Previous: $77.1M+39.3%
EPS (adj)

$0.18

Previous: -$0.07+357.1%
Capital Expenditures

-$3.59M

Previous: -$7.19M+50.1%
Net Income

$8.58M

Previous: -$3.64M+335.8%
Operating Income

$12.5M

Previous: -$1.85M+775.7%
Gross Profit

$35.3M

Previous: $21.7M+62.7%
Cash & Equivalents

$5.75M

Previous: $4.29M+34.1%
Total Assets

$647M

Previous: $599M+8.0%

Revenue & EPS history

AerSale · Revenue · Quarterly

$107M

Q2 2025+39.3%vs Q2 2024
Beat estimate in 3 of 16 quarters(19%)
ActualEstimate

Revenue by segment

AerSale · $107M total across 2 segments · Q2 2025

  • Asset Management Solutions
    $76.3M
  • TechOps
    $31.1M

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-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
Q2 2025
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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