AerSale Reports Q3 2026 Revenue Growth Amid Net Loss Driven by Goodwill Impairment

AerSale (ASLE) reported a significant increase in total revenue for the third quarter of 2026, reaching $91.6 million, a 28.6% rise compared to the previous year. This growth was primarily fueled by higher Technical Operations volume and a substantial $9.3 million whole engine sale. Despite the top-line strength, the company reported a net loss of $15.0 million, largely due to a one-time non-cash goodwill impairment charge of $13.4 million necessitated by declining stock prices. Profitability metrics saw pressure as Adjusted EBITDA fell to $8.6 million (9.3% margin) from $9.5 million in the prior year period. This compression was attributed to lower leasing margins and increased investments in labor and technology within the Technical Operations segment. While Asset Management Solutions revenue grew by 28.9%, gross margins across key segments declined as the company scales its infrastructure, including a new 90,000-square-foot facility.

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