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AerSale Corporation 8-K Filings

ASLE NASDAQ

Every 8-K that AerSale Corporation (ASLE) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow ASLE and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ASLE filings page.

Rhea-AI Summary

AerSale Corporation (ASLE) completed its redomestication from Delaware to Texas on September 25, 2026, under a plan of conversion. At its June 11, 2026 annual meeting, stockholders holding a majority of the outstanding common shares entitled to vote approved and adopted the change.

At the effective time, AerSale filed certificates of conversion in Delaware and Texas and a Texas certificate of formation, and adopted new bylaws. The company stated that the redomestication changed certain stockholder rights.

Rhea-AI Summary

AerSale Corporation reported weaker second quarter 2026 results, with revenue of $70.9 million, down 33.9% from $107.4 million a year earlier, mainly because there were no Flight Equipment sales and lower used serviceable material volume. Asset Management Solutions revenue fell 51.3% to $37.1 million, while Technical Operations revenue grew 8.7% to $33.8 million.

Gross margin narrowed to 22.9% from 32.9%, and the company posted a net loss of $5.6 million versus net income of $8.6 million in 2025. Adjusted EBITDA declined to $2.2 million (3.1% of revenue) from $18.3 million (17.0%). Year-to-date, net cash used in operating activities was $33.5 million, driven by inventory investment, and liquidity totaled $34.0 million, including $2.2 million of cash and $31.8 million of revolver capacity. Management attributes the downturn largely to timing of Flight Equipment sales and continued investment ahead of anticipated maintenance and leasing demand.

Rhea-AI Summary

AerSale Corporation reported results of its Annual Meeting of Stockholders held on June 11, 2026. Stockholders representing 44,028,852 shares, or approximately 93.2% of the 47,252,829 shares outstanding as of April 21, 2026, were present, providing a strong quorum.

All seven director nominees, including Nicolas Finazzo and Thomas Mitchell, were elected. Stockholders approved, on an advisory basis, the compensation of named executive officers and approved the redomestication of the company from Delaware to Texas by conversion. They also ratified Grant Thornton LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026.

Rhea-AI Summary

AerSale Corporation reported first quarter 2026 results with modest growth in sales and a sharper improvement in profitability metrics, though it remained unprofitable. Total revenue rose to $70.6 million, up 7.4% from $65.8 million a year earlier, largely from stronger engine and Boeing 757 freighter leasing activity and higher flight equipment sales.

Adjusted EBITDA more than doubled to $7.4 million, or 10.4% of revenue, compared with $3.2 million, or 4.8% of revenue, as more equipment went on lease and flight equipment sales increased. The reported net loss narrowed to $3.5 million from $5.3 million, and adjusted net income was roughly breakeven.

Asset Management Solutions revenue grew 10.0% to $43.1 million, helped by 18 engines and three B757 freighters on lease, while Technical Operations revenue rose 3.4% to $27.5 million on stronger on-airport MRO work. Gross margin slipped slightly to 26.7% from 27.3% due to start-up and training costs at expanded facilities and higher labor in Goodyear. Operating cash flow was negative $26.7 million as AerSale invested heavily in inventory, including aircraft, engines, and parts, and expanded its aircraft and engines held for lease.

Rhea-AI Summary

AerSale Corporation reported mixed fourth quarter and full year 2025 results that emphasized profitability and margin expansion over top-line growth. Fourth quarter 2025 revenue was $90.9 million, down 4.0% from a year earlier, mainly because of lower and lumpier flight equipment sales. However, adjusted EBITDA rose to $15.2 million, up 17.1%, lifting margin to 16.7% of revenue as maintenance, repair and overhaul work and leasing became more profitable and cost-cutting took hold.

For full year 2025, revenue slipped 2.8% to $335.3 million, but GAAP net income grew to $8.6 million and adjusted EBITDA increased 38.2% to $46.1 million, or 13.8% of revenue. Excluding flight equipment sales, revenue grew strongly as used serviceable material, leasing, and MRO activities expanded. Diluted earnings per share were $0.18, while adjusted diluted earnings per share climbed to $0.33. AerSale ended the year with $71.6 million of liquidity, including $4.4 million in cash and access to its revolving credit facility, after investing heavily in feedstock inventory.

Rhea-AI Summary

AerSale Corporation reported that a warehouse it leases at the Roswell, New Mexico airport was destroyed by fire. The company stated that no fatalities or injuries have been reported. The cause of the fire is currently unknown and is being investigated by AerSale together with the appropriate authorities.

Management is assessing the impact on the company’s business, results of operations, and financial condition. Based on preliminary information, AerSale does not expect a significant disruption to its revenue generating operations because its owned and leased aircraft and engines, heavy and component maintenance, repair and overhaul operations, and the vast majority of its used serviceable material inventory are located at other facilities that were not affected by the fire.

Rhea-AI Summary

AerSale Corporation furnished an update on its business by announcing it issued a press release with financial results for the fiscal quarter ended September 30, 2025. The press release is included as Exhibit 99.1 to this report under Item 2.02. The company notes the information in this report, including Exhibit 99.1, is furnished and not deemed filed under Section 18 of the Exchange Act or incorporated by reference except as specifically stated.

Rhea-AI Summary

AerSale Corporation's board approved a change to CEO Nicolas Finazzo's pay structure effective August 6, 2025, shifting compensation heavily toward equity to better align incentives with long-term stock performance. Mr. Finazzo will forego any annual incentive cash bonus that had been targeted at 100% of his base salary. In place of that cash opportunity, his annual target equity grants are increased from 300% to 600% of base salary, apportioned 50% performance stock units, 25% restricted stock units, and 25% stock options under the company's equity plan. The company states that about 64% of his total annual target direct compensation will now depend on long-term company performance.