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Jun 30, 2021

AerSale Q2 2021 Earnings Report

AerSale's Q2 2021 results were reported, demonstrating strong revenue growth and profitability.

Key Takeaways

AerSale Corporation reported a significant increase in revenue for Q2 2021, reaching $91.9 million compared to $45.4 million in Q2 2020. The company also achieved a GAAP net income of $16.5 million, a substantial improvement from the net loss of $7.9 million in the same quarter last year. The increase was driven by flight equipment sales and maintenance work.

Revenue reached $91.9 million, a significant increase from the previous year.

GAAP net income was $16.5 million, or 18.0% of revenues, a turnaround from a net loss in the previous year.

Adjusted EBITDA was $30.4 million, or 33.1% of revenues, compared to $12.9 million in the previous year.

Flight equipment sales included three aircraft, one airframe, and two engines.

Total Revenue
$91.9M
Previous year: $45.4M
+102.7%
EPS
$0.38
Previous year: -$214
-100.2%
Adjusted EBITDA
$30.4M
Previous year: $12.9M
+135.6%
Gross Margin
33.4%
Previous year: -4.7%
-810.6%
Gross Profit
$30.7M
Previous year: -$2.13M
-1544.5%
Cash and Equivalents
$41.8M
Previous year: $149K
+27898.7%
Free Cash Flow
$22.2M
Previous year: -$22.1M
-200.3%
Total Assets
$421M
Previous year: $177M
+137.1%

AerSale

AerSale

Forward Guidance

AerSale anticipates revenue of $340–$360 million and adjusted EBITDA of $60-$70 million in 2021.

Positive Outlook

  • Improvement in activity in the Company’s AMS segment
  • Strong demand for its on-airport MRO services
  • Accelerating demand in cargo and E-Commerce markets
  • Increased requests for passenger-to-freighter conversions
  • Increased contribution from its component MRO businesses driven by the aviation recovery.