AerSale Q3 Earnings Call: Revenue Shortfall, Profit Miss, and Analyst Questions

AerSale's Q3 earnings call saw a negative market reaction due to a significant revenue shortfall and profit miss. CEO Nicolas Finazzo attributed the underperformance to the lack of engine or aircraft sales. Despite this, management emphasized improved profitability within core operations, citing stronger leasing activity and cost reduction efforts. Analyst questions highlighted topics such as baseline EBITDA expectations for the expanded MRO business, demand trends for 757 passenger-to-freighter conversions, and the transition status and growth outlook for Roswell and Goodyear facilities.