Jun 2026 (Q2 FY26) — Aug 6, 2026
AerSale Corporation Q2 FY26 — Strategic Investments Weigh on Current Margins, Strong H2 Expected
Read the full callAerSale earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 70.9 | −33.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -6.7 | −18.4 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -5.6 | −165.0% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $7.61 on 14 Oct 2025 → $4.69. High $7.95 (24 Oct 2025), low $4.68 (14 Oct 2026).
Overview
Call summaries
AerSale Corporation Q2 FY26 — Strategic Investments Weigh on Current Margins, Strong H2 Expected
Read the full callEvery analysed call
Financials
Net profit, year on year: −165% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 83 | 95 | 66 | 107 | 71 | 91 | 71 | 71 |
| Operating profit | 2 | 5 | -7 | 13 | 3 | 7 | -3 | -5 |
| Operating margin | 2.4% | 5.2% | −10.1% | 11.7% | 4.0% | 7.8% | −4.7% | −6.7% |
| Other income | -1 | -0 | 1 | -2 | -2 | -1 | -1 | -2 |
| Profit before tax | 1 | 5 | -6 | 10 | 1 | 6 | -4 | -7 |
| Tax rate | 13.3% | 40.1% | 12.0% | 17.0% | 119.6% | 3.4% | 22.6% | 22.6% |
| Net profit | 1 | 3 | -5 | 9 | -0 | 5 | -3 | -6 |
| EPS ($ per share) | 0.01 | — | -0.10 | 0.18 | 0 | — | -0.07 | -0.12 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | -0 | 51 | 59 | 95 | 139 | 133 | 139 | 148 |
| Total liabilities | -277 | 50 | 38 | 79 | 87 | 109 | 149 | 216 |
| Fixed assets | — | 7 | 8 | 7 | 13 | 28 | 36 | 32 |
| Total assets | 0 | 344 | 389 | 487 | 532 | 554 | 605 | 640 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 59 | 45 | -12 | 79 | -0 | -174 | 11 | -23 |
| Cash from investing | 44 | -62 | -21 | 13 | 41 | 3 | -16 | -4 |
| Cash from financing | -84 | -6 | 45 | 9 | -24 | 30 | 4 | 27 |
| Net cash flow | 14 | -4 | 12 | 101 | 17 | -141 | -1 | -0 |
| Capital expenditure | -1 | -2 | -2 | -2 | -8 | -11 | -14 | -6 |
| Free cash flow | 58 | 44 | -14 | 78 | -9 | -186 | -3 | -29 |
26 filings between Nov 19, 2025 and Sep 1, 2026.
Purchases
$64.1K
4 purchases by 2 insiders
Sales
$173.2K
9 sales by 6 insiders
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Finazzo Nicolas | $57.6K | — | Nov 21, 2025 |
| Jones Gary Edmund | — | $47.5K | Jun 9, 2026 |
| Garmendia Martin | — | $38.6K | Jun 9, 2026 |
| Pizzi Enrique | — | $33.3K | Jun 9, 2026 |
| Wright Frederick Craig | — | $26.5K | Jun 9, 2026 |
| Tschirhart Benjamin Thomas | — | $17.3K | Sep 1, 2026 |
| Hechenberger Paul Andrew | — | $10.1K | Jun 9, 2026 |
| Fedder Judith Ann | $6.5K | — | Mar 11, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 1, 2026 | Tschirhart Benjamin Thomas See Remarks | Sale 10b5-1 plan | 882 | $4.8K |
| Aug 19, 2026 | Jones Gary Edmund See Remarks | Award | 32,495 | $0 |
| Aug 19, 2026 | Hechenberger Paul Andrew See Remarks | Award | 29,246 | $0 |
| Aug 19, 2026 | Garmendia Martin See Remarks | Award | 29,246 | $0 |
| Aug 19, 2026 | Finazzo Nicolas See Remarks | Award | 259,965 | $0 |
| Aug 19, 2026 | Wright Frederick Craig See Remarks | Award | 17,331 | $0 |
| Aug 19, 2026 | Pizzi Enrique Chief Information Officer | Award | 15,164 | $0 |
| Aug 19, 2026 | Tschirhart Benjamin Thomas See Remarks | Award | 15,164 | $0 |
| Jul 6, 2026 | Tschirhart Benjamin Thomas See Remarks | Sale 10b5-1 plan | 77 | $505 |
| Jun 9, 2026 | Hechenberger Paul Andrew See Remarks | Sale 10b5-1 plan | 1,586 | $10.1K |
| Jun 9, 2026 | Garmendia Martin See Remarks | Sale 10b5-1 plan | 6,094 | $38.6K |
| Jun 9, 2026 | Jones Gary Edmund See Remarks | Sale 10b5-1 plan | 7,491 | $47.5K |
| Jun 9, 2026 | Tschirhart Benjamin Thomas See Remarks | Sale 10b5-1 plan | 1,886 | $12.0K |
| Jun 9, 2026 | Pizzi Enrique See Remarks | Sale 10b5-1 plan | 3,122 | $19.8K |
| Jun 9, 2026 | Wright Frederick Craig See Remarks | Sale 10b5-1 plan | 4,182 | $26.5K |
| Jun 5, 2026 | Fedder Judith Ann Director | Award | 19,623 | $0 |
| Jun 5, 2026 | Levy Andrew C Director | Award | 19,623 | $0 |
| Jun 5, 2026 | Mitchell Thomas Duncan Director | Award | 19,623 | $0 |
| Jun 5, 2026 | Mullins Thomas Wiese Director | Award | 19,623 | $0 |
| Jun 5, 2026 | Nichols Robert B. Director | Award | 19,623 | $0 |
| Jun 5, 2026 | DiBattiste Carol Director | Award | 19,623 | $0 |
| Mar 11, 2026 | Fedder Judith Ann Director | Purchase | 1,000 | $6.5K |
| Jan 8, 2026 | Pizzi Enrique Chief Information Officer | Sale 10b5-1 plan | 1,825 | $13.5K |
| Nov 21, 2025 | Finazzo Nicolas See Remarks | Purchase | 6,352 | $38.0K |
| Nov 20, 2025 | Finazzo Nicolas See Remarks | Purchase | 1,707 | $10.2K |
| Nov 19, 2025 | Finazzo Nicolas See Remarks | Purchase | 1,560 | $9.4K |
| Sep 3, 2025 | Tschirhart Benjamin Thomas See Remarks | Sale 10b5-1 plan | 960 | $8.1K |
| Aug 13, 2025 | Fedder Judith Ann Director | Purchase | 2,100 | $17.9K |
| Aug 6, 2025 | Finazzo Nicolas See Remarks | Award | 243,506 | $0 |
| Aug 1, 2025 | Hechenberger Paul Andrew See Remarks | Award | 16,167 | $0 |
| Aug 1, 2025 | Garmendia Martin See Remarks | Award | 28,553 | $0 |
| Aug 1, 2025 | Jones Gary Edmund See Remarks | Award | 31,725 | $0 |
| Aug 1, 2025 | Pizzi Enrique Chief Information Officer | Award | 14,805 | $0 |
| Aug 1, 2025 | Tschirhart Benjamin Thomas See Remarks | Award | 14,805 | $0 |
| Aug 1, 2025 | Wright Frederick Craig See Remarks | Award | 16,920 | $0 |
| Jun 17, 2025 | Garmendia Martin See Remarks | Sale 10b5-1 plan | 2,247 | $13.3K |
| Jun 13, 2025 | Pizzi Enrique Chief Information Officer | Sale 10b5-1 plan | 1,125 | $6.8K |
| Jun 13, 2025 | Tschirhart Benjamin Thomas See Remarks | Sale 10b5-1 plan | 466 | $2.8K |
| Jun 13, 2025 | Jones Gary Edmund See Remarks | Sale 10b5-1 plan | 2,798 | $16.8K |
| Jun 13, 2025 | Wright Frederick Craig See Remarks | Sale 10b5-1 plan | 1,871 | $11.2K |
| Jun 5, 2025 | Levy Andrew C Director | Award | 21,367 | $0 |
| Jun 5, 2025 | Fedder Judith Ann Director | Award | 21,367 | $0 |
| Jun 5, 2025 | DiBattiste Carol Director | Award | 21,367 | $0 |
| Jun 5, 2025 | Mitchell Thomas Duncan Director | Award | 21,367 | $0 |
| Jun 5, 2025 | Nichols Robert B. Director | Award | 21,367 | $0 |
| Jun 5, 2025 | Mullins Thomas Wiese Director | Award | 21,367 | $0 |
| Apr 1, 2025 | DiBattiste Carol Director | Award | 2,890 | $0 |
| Apr 1, 2025 | Mitchell Thomas Duncan Director | Award | 2,890 | $0 |
| Mar 14, 2025 | Green Equity Investors CF, L.P. Insider | Disposition to issuer | 4,736,965 | $33.16M |
| Mar 14, 2025 | Green Equity Investors CF, L.P. Insider | Disposition to issuer | 1,690,670 | $11.83M |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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