AerSale Corp
NASDAQ:ASLE
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AerSale Corp
NASDAQ:ASLE
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Pil Italica Lifestyle Ltd
NSE:PILITA
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AerSale Corp
AerSale Corp. engages in serving airlines operating large jets manufactured by Boeing, Airbus and McDonnell Douglas. The company is headquartered in Coral Gables, Florida and currently employs 509 full-time employees. The company went IPO on 2019-02-28. The Company’s segments include Asset Management Solutions and Technical Operations (TechOps). Asset Management Solutions activities include the sale and lease of aircraft and engines, as well as the disassembly of assets for component parts that can be utilized to support third-party sales and lower the cost to maintain its portfolio of leased assets. business model provides an alternative to the supply of new aircraft, engines and parts traditionally sold by original equipment manufacturers or delivered new and leased by pure-play aircraft and engine leasing companies. TechOps segment provides nose-to-tail maintenance, repair and overhaul services on the commercial aircraft, engines and components. TechOps also provides maintenance and modification services for aircraft and their individual components.
AerSale Corp. engages in serving airlines operating large jets manufactured by Boeing, Airbus and McDonnell Douglas. The company is headquartered in Coral Gables, Florida and currently employs 509 full-time employees. The company went IPO on 2019-02-28. The Company’s segments include Asset Management Solutions and Technical Operations (TechOps). Asset Management Solutions activities include the sale and lease of aircraft and engines, as well as the disassembly of assets for component parts that can be utilized to support third-party sales and lower the cost to maintain its portfolio of leased assets. business model provides an alternative to the supply of new aircraft, engines and parts traditionally sold by original equipment manufacturers or delivered new and leased by pure-play aircraft and engine leasing companies. TechOps segment provides nose-to-tail maintenance, repair and overhaul services on the commercial aircraft, engines and components. TechOps also provides maintenance and modification services for aircraft and their individual components.
Profitability: Adjusted EBITDA improved — $15.2 million in Q4 (up $2.2M or 17.1% YoY) and $46.1 million for full year 2025 (up $12.8M or 38.2% YoY).
Revenue: Q4 revenue was $90.9 million (down 4% YoY) and full year revenue was $335.3 million (down $9.8M or 2.8% YoY); excluding volatile flight equipment sales, revenue growth was stronger.
Asset mix shift: Management is intentionally moving toward more recurring, predictable revenue (USM, leasing, component MROs, AerSafe) to reduce quarter-to-quarter volatility.
Operational progress: New and expanded facilities (Millington heavy checks live, aerostructures facility moved in January 2026, pneumatic expansion near completion) and FAA landing-gear approvals expand addressable work and capacity.
Feedstock discipline: Acquisitions totaled $99.6 million in 2025 (Q4 $15.4M); win rates were low (Q4 4.8%, full year 6%) as management remains conservative amid a hypercompetitive market.
Liquidity and inventory: Entering 2026 with $71.6 million total liquidity and roughly $364 million of inventory (about $150M ready for USM and ~$118M in whole assets) to support growth.
AerSafe and deadlines: AerSafe sales accelerated ahead of the FAA FQISAD compliance deadlines (FAA November 2026), with backlog already exceeding prior-year full sales.
Outlook: Management expects 2026 revenue and profitability to increase as expanded capacity, AerSafe demand, lease deployments and efficiency measures ramp.
