AerSale Q4 EPS Beats by 6.7% at $0.16 on $90.9M Revenues
AerSale reported Q4 adjusted EPS of $0.16, beating the consensus by $0.01 for a 6.67% surprise, up from $0.09 a year ago. Revenue fell 4% year-over-year to $90.94 million, missing estimates by 8.52%, while shares have gained 6.5% year-to-date.
1. Q4 Earnings and Revenue Results
AerSale generated adjusted earnings of $0.16 per share for the quarter ended December 2025, surpassing the $0.15 estimate by 6.67% and up from $0.09 a year earlier. Revenue reached $90.94 million, down from $94.74 million a year ago and missing consensus by 8.52%.
2. Historical Surprise and Estimate Trends
This quarter marks AerSale’s second EPS beat in four periods, following a -60% surprise in the prior quarter when it earned $0.04 versus $0.10 expected. The company has topped revenue forecasts only once over the past year, reflecting mixed analyst revisions.
3. Market Reaction and Outlook
Shares have outperformed the S&P 500, rising 6.5% year-to-date versus a 0.4% index gain. Analysts forecast Q1 EPS of $0.09 on $70.76 million revenue and full-year EPS of $0.49 on $367.7 million, with the aerospace-defense equipment industry ranking in the top 27% of peers.