AerSale's Q4 2025 earnings beat estimates but revenue missed, stock dropped on weak results despite long-term growth outlook.

AerSale (ASLE) reported fourth-quarter 2025 earnings of $0.16 per share, slightly above estimates, with revenue of $90.94 million, below the $99.71 million expected. The company saw improved operating margins and expanded capacity through FAA approvals and new facilities, while its AerSafe backlog exceeded last year’s sales. Despite cost discipline and a 109% EPS growth over two years, revenue declined 4% year-over-year and earnings missed expectations. The stock fell 4.2% to $7.00, reflecting investor concern over near-term volatility and weak results, though analysts project stronger growth ahead.