--- title: "Aersale | 8-K: FY2026 Q2 Revenue Misses Estimate at USD 70.93 M" type: "News" locale: "en" url: "https://longbridge.com/en/news/295172106.md" datetime: "2026-08-07T02:48:06.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/295172106.md) - [en](https://longbridge.com/en/news/295172106.md) - [zh-HK](https://longbridge.com/zh-HK/news/295172106.md) generator: "portal-rs" --- # Aersale | 8-K: FY2026 Q2 Revenue Misses Estimate at USD 70.93 M Revenue: As of FY2026 Q2, the actual value is USD 70.93 M, missing the estimate of USD 81.24 M. EPS: As of FY2026 Q2, the actual value is USD -0.12. EBIT: As of FY2026 Q2, the actual value is USD -4.748 M. ### Second Quarter 2026 Financial Highlights AerSale Corporation reported a net loss of -$5.6 million for the second quarter of 2026, compared to a net income of $8.6 million in the prior year period, representing a -165.0% change. Adjusted net loss was -$4.3 million, down from an adjusted net income of $9.4 million in the prior year period, a -145.1% change. Adjusted EBITDA was $2.2 million, significantly lower than $18.3 million in the prior year period, an -87.9% change. Feedstock acquisitions for the quarter were $5.6 million, a decrease from $27.1 million in the prior year period. As of June 30, 2026, inventory stood at $376.0 million, and aircraft and engines held for lease were valued at $133.0 million. ### Segment Revenue (Three Months Ended June 30, 2026 vs. 2025) Asset Management Solutions (AMS) Revenue decreased by 51.3% to $37.1 million in 2026 from $76.3 million in 2025. Excluding Flight Equipment sales, AMS revenue decreased 13.6% to $37.0 million from $42.9 million in the prior year. Technical Operations (TechOps) Revenue increased by 8.7% to $33.8 million in 2026 from $31.1 million in 2025. Total Revenue decreased by 33.9% to $70.9 million in 2026 from $107.4 million in 2025. ### Segment Revenue (Six Months Ended June 30, 2026 vs. 2025) Asset Management Solutions (AMS) Revenue decreased by 30.5% to $80.3 million in 2026 from $115.5 million in 2025. Technical Operations (TechOps) Revenue increased by 6.2% to $61.3 million in 2026 from $57.7 million in 2025. Total Revenue decreased by 18.3% to $141.5 million in 2026 from $173.2 million in 2025. ### Operational Metrics (Three Months Ended June 30, 2026 vs. 2025) Gross Profit was $16.3 million in 2026, down from $35.3 million in 2025. Gross margin decreased to 22.9% in 2026 from 32.9% in 2025. Selling, General and Administrative Expenses were $21.0 million in 2026, slightly below $22.8 million in 2025. Loss from Operations was -$4.8 million in 2026 compared to an income of $12.5 million in 2025. Income Tax Benefit was $1.6 million in 2026 compared to an expense of -$1.8 million in 2025, with the effective tax rate at 22.6% in 2026 compared to 17.0% in 2025. ### Operational Metrics (Six Months Ended June 30, 2026 vs. 2025) Net Loss was -$9.0 million in 2026 compared to $3.3 million in 2025, a -373.5% change. Adjusted Net Loss was -$4.2 million in 2026 compared to $6.8 million in 2025, a -161.8% change. Adjusted EBITDA was $9.6 million in 2026 compared to $21.4 million in 2025, a -55.4% change. ### Cash Flow (Six Months Ended June 30, 2026 vs. 2025) Net Cash Used in Operating Activities was -$33.5 million in 2026 compared to -$25.4 million in 2025. Net Cash Used in Investing Activities was -$4.4 million in 2026 compared to -$3.8 million in 2025. Net Cash Provided by Financing Activities was $35.7 million in 2026 compared to $30.2 million in 2025. Cash and Cash Equivalents, End of Period, was $2.2 million in 2026 compared to $5.7 million in 2025. ### Other Key Metrics Feedstock Acquisitions were $5.6 million for Q2 2026, down from $27.1 million in Q2 2025. For the six months ended June 30, 2026, feedstock acquisitions were $30.6 million, compared to $70.5 million in the prior year period. Total inventory was $376.0 million at June 30, 2026, comprising $227.2 million in current aircraft, airframes, engines, and parts inventory, and $148.9 million in non-current inventory. The net value of Aircraft and Engines Held for Lease was $133.0 million as of June 30, 2026, with the company having 18 engines and three B757 freighter aircraft on lease, an increase from 16 engines and one B757 freighter in the prior year. AerSale Corporation ended the quarter with $34.0 million in liquidity, consisting of $2.2 million in cash and cash equivalents and $31.8 million available on its revolving credit facility. ### Outlook / Guidance AerSale Corporation anticipates meaningful improvement in earnings and liquidity during the second half of 2026, driven by recent sales and lease commitments. This includes a Boeing 737 aircraft sale valued at approximately $35.0 million, additional engine sales expected to close in late Q3 or early Q4, and the delivery of new B757 freighter leases. The company remains confident in monetizing its remaining freighters, expanding its lease pool, and increasing capacity utilization across its MRO network. ### Related Stocks - [ASLE.US](https://longbridge.com/en/quote/ASLE.US.md) ## Related News & Research - [AerSale (ASLE) Reports Earnings Tomorrow: What To Expect](https://longbridge.com/en/news/294904380.md) - [Aersale shareholders approve Texas redomestication plan](https://longbridge.com/en/news/290033648.md) - [AerSale Says Aging Fleets, Engine Shortages Keep Aviation Aftermarket Demand Strong](https://longbridge.com/en/news/288123362.md) - [AerSale (NASDAQ:ASLE) Issues Quarterly Earnings Results](https://longbridge.com/en/news/285663606.md) - [AerSale’s Earnings Call Highlights Leasing-Led Expansion](https://longbridge.com/en/news/285789058.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**