AerSale Corp — Form 8-K
Filed August 6, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 48/100
What the filing says
AerSale reported Q2 2026 revenue of $70.9M vs. $107.4M in Q2 2025 (−33.9%). Net loss was $5.6M vs. net income of $8.6M YoY. Adjusted EBITDA fell 87.9% to $2.2M (3.1% margin) from $18.3M (17.0% margin). The decline was driven by absence of Flight Equipment sales (none in Q2 2026 vs. $33.4M in Q2 2025) and lower USM sales, partially offset by leasing growth (18 engines and 3 B757 freighters on lease vs. 16 engines and 1 freighter YoY). Management expects recovery in H2 2026 from Boeing 737 sale (~$35M), three additional engine sales, and B757 freighter leases. Liquidity stood at $34.0M ($2.2M cash + $31.8M revolving credit availability on $180M facility).
Why this rating
Revenue and profitability decline is substantial (−34% revenue, −165% net income). However, timing-driven and partially offset by operational wins and forward guidance. Relative to $232M market cap, the $35M decline in quarterly revenue is material but management attributes to transaction timing, not demand loss. Liquidity adequate but cash burn elevated ($33.5M YTD operating cash used).
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