Filing Flows › Industrials › AerSale (ASLE)
AerSale (ASLE) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Nov 6, 2026 · AerSale (ASLE) Q3 2026 earnings results →
Q3 2026 Revenue up 29% year over year to $91.6M · 16¢ of every $1 of revenue lost · operating margin -12.7%
AerSale made $91.6M in Q3 2026 (+29% Y/Y): Products $54.5M, Services $26.6M, Leasing $10.4M. Operating margin -12.7%, net loss $15.0M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 6, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $91.6M in Q3 2026, up 29% year over year and up 29% from the previous quarter. Products was the largest line at 60% of revenue. Products added $17.6M year over year (up 48%), 86% of the total change.
Gross margin was 22.5%, down 7.7 points from Q3 2025. Operating costs exceeded revenue by $11.6M, an operating margin of -12.7%. Operating expenses grew 73% against revenue growth of 29%. The quarter ended with a net loss of $15.0M, wider than the previous quarter's $5.6M loss.
Operating cash flow was −$9.2M. Non-cash charges added back $6.2M of depreciation and amortization and $506K of share-based compensation. Working capital and other items used $906K. Capital expenditures of $1.9M exceeded it, leaving free cash flow of −$11.1M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Nov 6, 2026 | $91.6M | +29% | -12.7% | −$15.0M | −$9.2M |
| Q2 2026 | 10-Q | Aug 7, 2026 | $70.9M | -34% | -6.7% | −$5.6M | −$6.8M |
| Q1 2026 | 10-Q | May 8, 2026 | $70.6M | +7% | -4.7% | −$3.5M | −$26.7M |
| Q4 2025 | 10-K | Mar 10, 2026 | $90.9M | -4% | 7.8% | $5.4M | $11.4M |
| Q3 2025 | 10-Q | Nov 7, 2025 | $71.2M | -14% | 4.0% | −$120K | −$8.9M |
| Q2 2025 | 10-Q | Aug 7, 2025 | $107M | +39% | 11.7% | $8.6M | $19.8M |
| Q1 2025 | 10-Q | May 8, 2025 | $65.8M | -27% | -10.1% | −$5.3M | −$45.2M |
Charts
Interactive views
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💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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About AerSale
Monocle Acquisition Corporation (“Monocle”) was initially formed as a Delaware corporation on August 20, 2018 for the purpose of effecting a merger, share exchange, asset acquisition, stock purchase, recapitalization, reorganization or similar business combination with one or more businesses. On December 22, 2020, Monocle consummated the previously announced business combination pursuant to that certain Amended and Restated Agreement and Plan of Merger, dated September 8, 2020 (the “Merger Agreement”) by and among Monocle, the Company, AerSale Aviation, Inc.
In its own words, from its 10-K, filed Mar 10, 2026.
AerSale against its Wholesale-Machinery, Equipment & Supplies peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +29% against the peers' median +11%. Operating margin: -12.7% against the peers' median 4.7%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| ASLE AerSale | Q3 2026 | $91.6M | +29% | -12.7% |
| AIT Applied Industrial Technologies | Q1 FY27 | $1.3B | +8% | 11.1% |
| DSGR Distribution Solutions Group | Q3 2026 | $574M | +11% | 4.4% |
| WLFC Willis Lease Finance | Q3 2026 | $246M | +34% | 4.7% |
| HDSN Hudson Technologies | Q3 2026 | $59.4M | -20% | 5.5% |
Source: AerSale 10-Q on SEC EDGAR · CIK 1754170 · Wholesale-Machinery, Equipment & Supplies
Guidance and outlook
13F: who owns ASLE and who is buying
More on ASLE
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results