Core Viewpoint - AerSale's quarterly results significantly underperformed expectations, leading to a 10% drop in share price as investors reacted negatively to the news [1] Financial Performance - AerSale reported a loss of $0.07 per share on revenue of $77.1 million, falling short of Wall Street's expectations of a $0.10 profit on sales of $87 million [2] - The revenue shortfall was attributed to fewer asset sales and increased investment in maintenance facilities [2] Product Development - AerSale's AerAware technology, aimed at enhancing pilot vision in older cockpits, has not yet secured initial orders, although discussions are ongoing with four potential airline customers [2] - AerAware received FAA certification in December 2023, which investors had hoped would lead to a new source of higher-margin revenue [2] Market Conditions - The current market for used airplanes, engines, and aerospace parts is challenging for both buyers and sellers, impacting AerSale's performance [2] - The company is taking a disciplined approach to purchasing in a tight market, which has contributed to the revenue shortfall [3] Future Outlook - Despite the recent disappointments, AerSale's core business is showing signs of recovery, particularly with strong engine work reported in July [4] - The demand for aircraft maintenance and spare parts is expected to remain robust, providing a positive outlook for the company moving forward [4] - AerSale has 150 completed AerAware kits ready for shipment, indicating potential future revenue once deals are finalized [3]

AERSALE CORPORATION Investor Presentation Important notices and disclaimers Forward-Looking Statements This presentation includes "forward-looking statements" within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. AerSale's actual results may differ from its expectations, estimates and projections and consequently, you should not rely on these forward-looking statements as predictions of future events. Words such as "expect," "estimate," "project," "budge ...

AerSale Corporation. (NASDAQ:ASLE) Q2 2024 Earnings Conference Call August 7, 2024 4:30 PM ET Company Participants Kristen Gallagher - HR Director Nicolas Finazzo - Chairman and Chief Executive Officer Martin Garmendia - Chief Financial Officer Conference Call Participants Bert Subin - Stifel Ken Herbert - RBC Capital Markets Pete Osterland - Truist Securities Operator Good day and welcome to the Aerosol Second Quarter 2024 Earnings Conference Call. All participants will be in a listen-only mode. [Operator ...

Company Performance - AerSale Corporation (ASLE) reported a quarterly loss of $0.05 per share, missing the Zacks Consensus Estimate of $0.10, and compared to a loss of $0.03 per share a year ago, indicating a significant earnings surprise of -150% [1] - The company posted revenues of $77.1 million for the quarter ended June 2024, which was 8.72% below the Zacks Consensus Estimate, and an increase from $69.33 million in the same quarter last year [1] - Over the last four quarters, AerSale has surpassed consensus EPS estimates only once and has topped consensus revenue estimates just once [1] Stock Performance - AerSale shares have declined approximately 54.6% since the beginning of the year, contrasting with the S&P 500's gain of 9.9% [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.15 on revenues of $100.34 million, and for the current fiscal year, it is $0.49 on revenues of $378.74 million [4] - The estimate revisions trend for AerSale is mixed, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [4] Industry Context - The Aerospace - Defense Equipment industry, to which AerSale belongs, is currently ranked in the bottom 32% of over 250 Zacks industries, indicating potential challenges for stock performance [5] - Another company in the same industry, Ducommun (DCO), is expected to report quarterly earnings of $0.63 per share, reflecting a year-over-year change of +16.7%, with revenues anticipated to be $193.72 million, up 3.4% from the previous year [5][6]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________ to ____________. Commission file number: 001-38801 AerSale Corporation (Exact name of registrant as specified in its charter) Del ...

Exhibit 99.1 AerSale Reports Second Quarter 2024 Results Second Quarter 2024 Highlights · Revenue of $77.1 million versus $69.3 million in the prior year period. · GAAP net loss of $3.6 million versus GAAP net loss of $2.7 million in the prior year period. · Adjusted Net Loss of $2.6 million versus Adjusted Net Loss of $0.6 million in the prior year period. · Adjusted EBITDA1 of $3.2 million versus $(0.5) million in the prior year period. · Flight equipment sales consisted of five engines and no aircraft co ...

AerSale Corporation (NASDAQ:ASLE) Q1 2024 Earnings Call Transcript May 8, 2024 4:30 PM ET Company Participants Jacqueline Carlon - VP, Marketing and Communications Nicolas Finazzo - Chairman and Chief Executive Officer Martin Garmendia - Chief Financial Officer Conference Call Participants Gautam Khanna - TD Cowen Kenneth Herbert - RBC Capital Markets Bert Subin - Stifel Michael Ciarmoli - Truist Securities Operator Good day, and welcome to the AerSale First Quarter 2024 Earnings Conference Call. All partic ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________ to ____________. Commission file number 001-38801 AerSale Corporation (Exact name of registrant as specified in its charter) Del ...

Investors liked the results, but questions remain about a promising new product line.Aircraft component and systems supplier AerSale (ASLE 7.62%) reported a stronger-than-expected quarter, but the company isn't reporting much traction yet for one of its most closely watched products. Shares of AerSale initially traded up 25% post-earnings before falling back to up 8% as of 2 p.m. ET Thursday.Strong core sales, but still waiting on AerAwareAerSale's core business is maintaining and selling used airplanes, en ...

Exhibit 99.1 AerSale Reports First Quarter 2024 Results First Quarter 2024 Highlights ● Revenue of $90.5 million versus $78.3 million in the prior year period. ● GAAP net income of $6.3 million versus $5 thousand in the prior year period. ● Adjusted Net Income 1 of $5.5 million versus $3.3 million in the prior year period. ● Adjusted EBITDA1 of $9.0 million versus $5.0 million in the prior year period. ● Flight equipment sales consisted of one aircraft and four engines in the first quarter of 2024, compared ...