AerSale Corporation reported a total revenue of $335.3 million for the fiscal year ending December 31, 2025, reflecting a decrease of 2.8% from $345.1 million in 2024. The decline was attributed to a 1.8% drop in the Asset Management Solutions segment, which generated $211.6 million, and a 4.5% decrease in the TechOps segment, which brought in $123.7 million. The company's net income for 2025 was $8.6 million, or $0.18 per diluted share, compared to a net income of $5.9 million, or $0.11 per diluted share, in the previous year, indicating a positive shift in profitability despite the revenue decline.
The company experienced significant changes in its operational metrics compared to the previous fiscal period. Notably, the Asset Management Solutions segment saw a decrease in aircraft sales revenue, primarily due to lower sales of B737 Flight Equipment, which fell by $14.1 million. However, this was partially offset by a $5.5 million increase in leasing revenue and a $34 million rise in used serviceable material (USM) sales within the Engine category. In contrast, the TechOps segment reported a decrease in maintenance, repair, and overhaul (MRO) services revenue, which fell by $22.5 million, attributed to the conclusion of a maintenance contract in Goodyear, Arizona.
Strategically, AerSale has focused on expanding its capabilities and market presence. The company has continued to invest in its Engineered Solutions product line, which includes proprietary offerings like AerSafe® and AerAware™, aimed at enhancing aircraft performance and safety. Additionally, AerSale has been actively pursuing geographic expansion and government contracts, recognizing the stability of government funding as a growth opportunity. The company employed 704 individuals as of February 1, 2026, with a notable increase in contract workers to meet demand at its facilities.
The filing also highlighted the company's financial position, with total assets amounting to $640.5 million as of December 31, 2025, up from $604.7 million in 2024. AerSale's liquidity was supported by $4.4 million in cash and cash equivalents, alongside $110.1 million in outstanding borrowings under its revolving credit facility. The company reported compliance with its debt covenants, indicating a stable financial footing despite the challenges faced in the aviation market.
Looking ahead, AerSale anticipates continued challenges in the commercial aviation sector, influenced by geopolitical tensions and fluctuating market conditions. The company remains committed to leveraging its integrated business model to maximize asset values and enhance operational efficiencies. Management expressed optimism about future growth opportunities, particularly in the government sector and through the introduction of new Engineered Solutions, while maintaining a cautious outlook on the overall economic environment affecting the aviation industry.
About AerSale Corp
AerSale Corporation provides integrated aftermarket support for mid-life commercial aircraft through two main segments: Asset Management Solutions and Technical Operations (TechOps). It acquires, leases, and sells used aircraft and engines, disassembles retired assets for used serviceable material (USM) parts, and offers comprehensive maintenance, repair, and overhaul (MRO) services. Serving airlines, cargo operators, government agencies, and OEMs globally, AerSale’s value lies in cost-effective, full-life-cycle aircraft support and proprietary engineered solutions.
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