AerSale

AerSale helps airlines keep their planes flying by providing used parts and repair services. They buy older aircraft to rent out or take apart for spare pieces. This helps cargo and passenger companies save money on maintenance.

Parts, Planes, and Repairs

• Asset Management Solutions: Leasing and selling mid-life aircraft and engines; generated $43.1 million in revenue in Q1 2026.
• Technical Operations: Maintenance, repair, and overhaul services for aircraft and their components; generated $27.5 million in revenue in Q1 2026.
• Used Serviceable Material: Selling individual spare parts salvaged from retired aircraft and engines to maximize asset value.
• Engineered Solutions: Proprietary upgrades like fire-safety systems and advanced flight vision tools designed for existing commercial planes.

Building the Service Network

• AerSale returned its Millington, Tennessee heavy maintenance facility to service during the first quarter of 2026.
• Relocated and expanded the component repair facility in Hialeah Gardens, Florida to increase service volume.
• Repurchased and retired 6,428,571 shares of common stock for $45 million on March 18, 2025.
• Received FAA approval for the AerAware flight vision system for Boeing B737NG aircraft.

Why AerSale is Different

AerSale operates six certified repair facilities across the US to maintain its own fleet and serve third-party airlines. The company develops proprietary products that help aircraft owners meet safety rules without using original manufacturer parts.

A Look at the Numbers

• Revenue rose to $70.6 million in Q1 2026, up 7.4% from $65.8 million in Q1 2025.
• Net loss narrowed to $3.5 million in Q1 2026, an improvement from a $5.3 million loss in Q1 2025.
• Free cash flow was negative $27.7 million in Q1 2026, improving 43.2% from negative $48.8 million in Q1 2025.
• Gross profit reached $18.9 million in Q1 2026, a 5.1% increase year-over-year.

Evolution of the Business

AerSale has transitioned from a parts seller into a technical service provider with its own proprietary flight technologies. This integration allows the company to extract value from aircraft throughout their entire operating life.