<p>Aersale Corporation ((ASLE)) 举行了第三季度财报电话会议。请继续阅读以了解会议的主要亮点。</p>
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<p>AerSale Corporation 最近的财报电话会议描绘了公司财务健康和战略进展的复杂局面。会议期间的情绪谨慎乐观，强调了可用服务材料（USM）业务的强劲增长和租赁收入的增加。然而，公司面临整体收入下降和季度净亏损的挑战，主要是由于缺乏整体资产销售。尽管面临这些困难，AerSale 通过改善的调整后 EBITDA 和在关键举措上的战略进展展现了韧性。</p>
<h2>USM 业务增长</h2>
<p>AerSale 的 USM 业务显示出显著增长，业务余额增长了 18.5%，达到 7120 万美元，不包括整体资产销售。这一增长得益于强大的库存状况，支持了 USM 业务和更高的租赁收入，展示了公司在这些领域的实力。</p>
<h2>调整后 EBITDA 改善</h2>
<p>公司报告调整后 EBITDA 改善，达到 950 万美元，占销售额的 13.3%，高于去年同期的 820 万美元，占销售额的 10.0%。这一改善反映了更强的租赁贡献、USM 活动增加和有效的成本削减措施，表明运营效率的积极趋势。</p>
<h2>资产管理收入增长</h2>
<p>AerSale 的资产管理部门实现了显著的收入增长，年同比增长近 40.9%，达到 3920 万美元，不包括整体资产交易。这一增长得益于强劲的 USM 交易量和更高的租赁活动，突显了该部门的强劲表现。</p>
<h2>MRO 设施扩展</h2>
<p>Aerostructures 和气动设施的扩建项目完成，标志着 AerSale 的战略里程碑。这些扩展预计将在 2026 年及以后推动显著的收入增长，为公司未来的成功奠定基础。</p>
<h2>AerSafe 交付和合规</h2>
<p>AerSale 报告 AerSafe 交付量同比大幅增加，得益于遵守 FAA 的适航指令。预计这一趋势将在 2026 年之前继续保持在较高水平，突显了公司对安全和合规的承诺。</p>
<h2>收入下降</h2>
<p>公司报告第三季度收入下降至 7120 万美元，低于去年同期的 8270 万美元。这一下降主要是由于缺乏发动机或飞机销售，突显了在没有这些交易的情况下维持收入水平的挑战。</p>
<h2>TechOps 收入下降</h2>
<p>TechOps 收入略微下降至 3200 万美元，而去年同期为 3230 万美元。这一小幅下降归因于 MRO 服务收入的轻微整体下降，表明在这一领域需要进行战略调整。</p>
<h2>净亏损</h2>
<p>AerSale 报告季度净亏损 10 万美元，而去年同期净收入为 50 万美元。这一变化突显了公司在缺乏整体资产销售的情况下面临的财务挑战。</p>
<h2>供应链原料有限</h2>
<p>公司指出，吸引力价格的原料供应有限，因为新的 OEM 生产尚未跟上需求。这一限制给 AerSale 在以竞争价格采购材料方面带来了挑战。</p>
<h2>前瞻性指导</h2>
<p>展望未来，AerSale 对其增长前景保持乐观。公司正在进行的 Aerostructures 和气动设施扩建项目预计将在 2026 年成为重要的收入驱动因素。此外，757 客机改装为货机项目的扩展以及 3.711 亿美元的原料强大库存预计将增强未来的表现。</p>
<p>总之，AerSale Corporation 的财报电话会议突显了增长与挑战的结合。尽管公司面临整体收入下降和季度净亏损，但通过改善的调整后 EBITDA 和在关键举措上的战略进展展现了韧性。展望依然积极，扩建项目和强大的库存定位预计将推动未来的增长。</p>

ASLE

<p>AerSale Corporation 第三季度的财报电话会议揭示了混合的财务结果。公司报告的收入下降至 7120 万美元，净亏损为 10 万美元，主要是由于缺乏整体资产销售。然而，其可用可服务材料（USM）业务实现了强劲增长，收入增长了 18.5%，调整后的 EBITDA 改善至 950 万美元。资产管理部门的收入也增长了近 40.9%。尽管面临挑战，AerSale 对未来的增长仍持乐观态度，认为未来的增长将受到持续扩展项目和强大库存状况的推动</p>

<p>Aersale Corporation ((ASLE)) has held its Q3 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>Aersale Corporation ((ASLE)) 举行了第三季度财报电话会议。请继续阅读以了解会议的主要亮点。</p>
</div><h3>Meet Your ETF AI Analyst</h3>
<div class="lb-trans"><h3>认识您的 ETF AI 分析师</h3>
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<li>Explore ETFs TipRanks' users love and see what insights the <strong><em>ETF</em> AI Analyst</strong> reveals about the ones you follow.</li>
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<div class="lb-trans"><ul>
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</div><p>AerSale Corporation’s recent earnings call painted a mixed picture of the company’s financial health and strategic progress. The sentiment during the call was cautiously optimistic, highlighting strong growth in the Used Serviceable Material (USM) business and increased leasing revenue. However, the company faced challenges with a decline in overall revenue and a net loss for the quarter, primarily due to the absence of whole asset sales. Despite these hurdles, AerSale demonstrated resilience with improved adjusted EBITDA and strategic advancements in key initiatives.</p>
<div class="lb-trans"><p>AerSale Corporation 最近的财报电话会议描绘了公司财务健康和战略进展的复杂局面。会议期间的情绪谨慎乐观，强调了可用服务材料（USM）业务的强劲增长和租赁收入的增加。然而，公司面临整体收入下降和季度净亏损的挑战，主要是由于缺乏整体资产销售。尽管面临这些困难，AerSale 通过改善的调整后 EBITDA 和在关键举措上的战略进展展现了韧性。</p>
</div><h2>USM Business Growth</h2>
<div class="lb-trans"><h2>USM 业务增长</h2>
</div><p>AerSale’s USM business showed significant growth, with the balance of the business increasing by 18.5% to $71.2 million, excluding whole asset sales. This growth was driven by a robust inventory position that supported the USM business and higher leasing revenue, showcasing the company’s strength in these areas.</p>
<div class="lb-trans"><p>AerSale 的 USM 业务显示出显著增长，业务余额增长了 18.5%，达到 7120 万美元，不包括整体资产销售。这一增长得益于强大的库存状况，支持了 USM 业务和更高的租赁收入，展示了公司在这些领域的实力。</p>
</div><h2>Adjusted EBITDA Improvement</h2>
<div class="lb-trans"><h2>调整后 EBITDA 改善</h2>
</div><p>The company reported an improvement in adjusted EBITDA, which reached $9.5 million or 13.3% of sales, up from $8.2 million or 10.0% of sales in the prior year period. This improvement reflects stronger leasing contributions, increased USM activity, and effective cost reduction efforts, indicating a positive trend in operational efficiency.</p>
<div class="lb-trans"><p>公司报告调整后 EBITDA 改善，达到 950 万美元，占销售额的 13.3%，高于去年同期的 820 万美元，占销售额的 10.0%。这一改善反映了更强的租赁贡献、USM 活动增加和有效的成本削减措施，表明运营效率的积极趋势。</p>
</div><h2>Asset Management Revenue Increase</h2>
<div class="lb-trans"><h2>资产管理收入增长</h2>
</div><p>AerSale’s Asset Management segment saw a significant revenue increase, with a year-over-year growth of nearly 40.9% to $39.2 million, excluding whole asset transactions. This growth was driven by strong USM volume and higher leasing activity, highlighting the segment’s robust performance.</p>
<div class="lb-trans"><p>AerSale 的资产管理部门实现了显著的收入增长，年同比增长近 40.9%，达到 3920 万美元，不包括整体资产交易。这一增长得益于强劲的 USM 交易量和更高的租赁活动，突显了该部门的强劲表现。</p>
</div><h2>MRO Facility Expansion</h2>
<div class="lb-trans"><h2>MRO 设施扩展</h2>
</div><p>The completion of expansion projects at Aerostructures and pneumatics facilities marks a strategic milestone for AerSale. These expansions are expected to drive significant revenue growth in 2026 and beyond, positioning the company for future success.</p>
<div class="lb-trans"><p>Aerostructures 和气动设施的扩建项目完成，标志着 AerSale 的战略里程碑。这些扩展预计将在 2026 年及以后推动显著的收入增长，为公司未来的成功奠定基础。</p>
</div><h2>AerSafe Deliveries and Compliance</h2>
<div class="lb-trans"><h2>AerSafe 交付和合规</h2>
</div><p>AerSale reported a strong increase in AerSafe deliveries year-over-year, driven by compliance with FAA airworthiness directives. This trend is expected to continue at elevated levels through 2026, underscoring the company’s commitment to safety and regulatory compliance.</p>
<div class="lb-trans"><p>AerSale 报告 AerSafe 交付量同比大幅增加，得益于遵守 FAA 的适航指令。预计这一趋势将在 2026 年之前继续保持在较高水平，突显了公司对安全和合规的承诺。</p>
</div><h2>Revenue Decline</h2>
<div class="lb-trans"><h2>收入下降</h2>
</div><p>The company reported a decline in revenue to $71.2 million for the third quarter, down from $82.7 million in the prior year period. This decline was primarily due to the absence of engine or aircraft sales, highlighting a challenge in maintaining revenue levels without these transactions.</p>
<div class="lb-trans"><p>公司报告第三季度收入下降至 7120 万美元，低于去年同期的 8270 万美元。这一下降主要是由于缺乏发动机或飞机销售，突显了在没有这些交易的情况下维持收入水平的挑战。</p>
</div><h2>TechOps Revenue Decline</h2>
<div class="lb-trans"><h2>TechOps 收入下降</h2>
</div><p>TechOps revenue experienced a slight decline to $32.0 million, compared to $32.3 million in the prior year. This modest decrease was attributed to a slight aggregate decline in MRO services revenue, indicating a need for strategic adjustments in this area.</p>
<div class="lb-trans"><p>TechOps 收入略微下降至 3200 万美元，而去年同期为 3230 万美元。这一小幅下降归因于 MRO 服务收入的轻微整体下降，表明在这一领域需要进行战略调整。</p>
</div><h2>Net Loss</h2>
<div class="lb-trans"><h2>净亏损</h2>
</div><p>AerSale reported a net loss of $0.1 million for the quarter, compared to a net income of $0.5 million in the prior year period. This shift underscores the financial challenges faced by the company amid the absence of whole asset sales.</p>
<div class="lb-trans"><p>AerSale 报告季度净亏损 10 万美元，而去年同期净收入为 50 万美元。这一变化突显了公司在缺乏整体资产销售的情况下面临的财务挑战。</p>
</div><h2>Limited Feedstock Supply</h2>
<div class="lb-trans"><h2>供应链原料有限</h2>
</div><p>The company noted a limited supply of attractively priced feedstock, as new OEM production has yet to catch up with demand. This limitation poses a challenge for AerSale in sourcing materials at competitive prices.</p>
<div class="lb-trans"><p>公司指出，吸引力价格的原料供应有限，因为新的 OEM 生产尚未跟上需求。这一限制给 AerSale 在以竞争价格采购材料方面带来了挑战。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>Looking ahead, AerSale remains optimistic about its growth prospects. The company is supported by ongoing expansion projects at its Aerostructures and pneumatics facilities, which are expected to be significant revenue drivers in 2026. Additionally, the expansion of the 757 passenger-to-freighter conversion program and a strong inventory position, including $371.1 million of feedstock, are expected to bolster future performance.</p>
<div class="lb-trans"><p>展望未来，AerSale 对其增长前景保持乐观。公司正在进行的 Aerostructures 和气动设施扩建项目预计将在 2026 年成为重要的收入驱动因素。此外，757 客机改装为货机项目的扩展以及 3.711 亿美元的原料强大库存预计将增强未来的表现。</p>
</div><p>In summary, AerSale Corporation’s earnings call highlighted a mix of growth and challenges. While the company faced a decline in overall revenue and a net loss for the quarter, it demonstrated resilience through improved adjusted EBITDA and strategic progress in key initiatives. The outlook remains positive, with expansion projects and strong inventory positioning expected to drive future growth.</p>
<div class="lb-trans"><p>总之，AerSale Corporation 的财报电话会议突显了增长与挑战的结合。尽管公司面临整体收入下降和季度净亏损，但通过改善的调整后 EBITDA 和在关键举措上的战略进展展现了韧性。展望依然积极，扩建项目和强大的库存定位预计将推动未来的增长。</p>
</div>

AerSale 的财报电话会议：在挑战中实现增长