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Jun 30, 2025
AerSale Q2 2025 Earnings Report
AerSale reported strong second quarter 2025 results, with significant revenue growth and a return to GAAP net income, driven by increased flight equipment sales and robust demand in its core business activities.
Key Takeaways
AerSale delivered encouraging results in the second quarter of 2025, with revenue increasing by 39.3% year-over-year to $107.4 million. The company achieved GAAP net income of $8.6 million, a substantial improvement from a net loss in the prior year, primarily due to higher flight equipment sales and strong performance in its Asset Management Solutions segment. Adjusted EBITDA also saw a significant increase, reflecting broad-based growth and effective cost controls.
Revenue increased by 39.3% to $107.4 million in Q2 2025, up from $77.1 million in Q2 2024.
GAAP net income was $8.6 million, a significant turnaround from a GAAP net loss of $3.6 million in the prior year period.
Adjusted EBITDA surged to $18.3 million, compared to $3.2 million in Q2 2024, indicating strong operational improvement.
Diluted earnings per share improved to $0.18, reversing a diluted loss per share of $0.07 in the same period last year.
Revenue by Segment
Forward Guidance
AerSale remains well-positioned to capitalize on market opportunities, leveraging its strong inventory position and expanded operational capabilities to execute strategic initiatives through 2025.
Positive Outlook
- Well-positioned to capitalize on market opportunities.
- Strong inventory position.
- Expanded operational capabilities.
- Continued execution on strategic initiatives through 2025.
- Growth in Asset Management Solutions segment and ongoing commercial demand for USM parts.
Challenges Ahead
- Revenue is likely to fluctuate from quarter-to-quarter and year-to-year based on flight equipment sales.
- Decline in heavy MRO activity due to contract conclusion and facility transition.
- Volatility in flight equipment sales can impact overall revenue comparisons.
- No specific negative financial guidance provided.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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