AerSale Corporation (ASLE) stock falls on Q1 2026 Earnings

AerSale Corporation (ASLE) reported first-quarter 2026 results showing revenue growth but continued losses at the operating and net levels.

Revenue: $70.6 million (+7.4% year-over-year).

Gross profit: $18.9 million (+5.1% year-over-year).

Cost of sales: $51.7 million (+8.2% year-over-year).

Operating loss: $3.3 million (operating profit declined about 49.9% year-over-year).

Net loss attributable to common shareholders: $3.5 million (down 34.6% year-over-year).

Diluted loss per share: $0.07 (down 30.0% year-over-year).

Cash used in operating activities: $26.7 million (down 41.0% year-over-year).

Capital expenditures: $1.1 million (down 70.3% year-over-year).

Cash and cash equivalents: $2.1 million (down 55.6% year-over-year).

Total liabilities: $245.3 million (up 2.4% year-over-year).

Revenue missed consensus: $70.6 million vs. estimate $88.8 million.

EPS missed consensus: reported $0.07 loss per share vs. estimate $0.03.

Shares fell about 7.4% since the market close.

Overall, AerSale (ASLE) delivered top-line improvement but faced margin pressure and negative cash flow from operations, leaving the company with a modest cash balance and elevated liabilities relative to cash on hand.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

AerSale Corporation Insider Trading Activity

AerSale Corporation insiders have traded $ASLE stock on the open market 5 times in the past 6 months. Of those trades, 4 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $ASLE stock by insiders over the last 6 months:

NICOLAS FINAZZO (See Remarks) has made 3 purchases buying 9,619 shares for an estimated $57,628 and 0 sales.
ENRIQUE PIZZI (Chief Information Officer) sold 1,825 shares for an estimated $13,466
JUDITH ANN FEDDER purchased 1,000 shares for an estimated $6,464

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

AerSale Corporation Hedge Fund Activity

We have seen 72 institutional investors add shares of AerSale Corporation stock to their portfolio, and 75 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

LEONARD GREEN & PARTNERS, L.P. removed 1,467,598 shares (-76.6%) from their portfolio in Q4 2025, for an estimated $10,434,621
EARNEST PARTNERS LLC added 718,740 shares (+inf%) to their portfolio in Q4 2025, for an estimated $5,110,241
MARSHALL WACE, LLP removed 700,675 shares (-46.4%) from their portfolio in Q4 2025, for an estimated $4,981,799
ALYESKA INVESTMENT GROUP, L.P. added 700,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $4,977,000
M3F, INC. added 664,487 shares (+20.0%) to their portfolio in Q1 2026, for an estimated $4,133,109
WELLS FARGO & COMPANY/MN added 420,576 shares (+1705.3%) to their portfolio in Q4 2025, for an estimated $2,990,295
MILLENNIUM MANAGEMENT LLC added 334,203 shares (+46.2%) to their portfolio in Q4 2025, for an estimated $2,376,183

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.