AerSale (ASLE) Q2 FY26 earnings call

AerSale's Q2 FY26 results reflect a strategic investment phase, with revenue and adjusted EBITDA declines attributed to the timing of flight equipment sales and ramp-up costs for new MRO capacity. Management emphasizes that these are investments in future earnings power, not structural issues, and anticipates a "meaningfully stronger" second half as MRO facilities gain scale and asset monetization accelerates. The company is focused on expanding its lease pool, strategically monetizing inventory, and improving operational profitability.