AerSale Corp 2026年季度报告

FORM 10-Q ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the quarterly period ended March 31, 2026 OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 001-38801 AerSale Corporation (Exact name of registrant as specified in its charter) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant: (1) has filed all reports required to be filed by Section 13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submittedpursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smallerreporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller Large accelerated filerNon-accelerated filer If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes☐No☒The number of shares of Registrant’s common stock outstanding as of May 4, 2026 was 47,252,829. TABLE OF CONTENTS Page Forward-Looking Statements PART I – FINANCIAL INFORMATIONItem 1.Condensed Consolidated Financial StatementsCondensed Consolidated Balance Sheets (Unaudited)Condensed Consolidated Statements of Operations (Unaudited)Condensed Consolidated Statements of Stockholders’ Equity (Unaudited)Condensed Consolidated Statements of Cash Flows (Unaudited)Notes to Condensed Consolidated Financial Statements (Unaudited)Item 2.Management’s Discussion and Analysis of Financial Condition and Results of OperationsItem 3.Quantitative and Qualitative Disclosures About Market RiskItem 4.Controls and ProceduresPART II – OTHER INFORMATIONItem 1.Legal ProceedingsItem1A.Risk FactorsItem 2.Unregistered Sales of Equity Securities and Use of ProceedsItem 3.Defaults Upon Senior SecuritiesItem 4.Mine Safety DisclosuresItem 5.Other InformationItem 6.ExhibitsSignatures FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q for the quarterly period ended March 31, 2026 (this “Quarterly Report”)contains forward-looking statements. We intend such forward-looking statements to be covered by the safe harborprovisions for forward-looking statements contained in Section 27A of the Securities Act of 1933, as amended (the“Securities Act”), and Section 21E of the Securities Exchange Act of 1934, as amended (the “Exchange Act”). Allstatements other than statements of historical facts contained in this Quarterly Report may constitute forward-lookingstatements, and may include, but are not limited to, changes in the market for our services; changes in applicable lawsor regulations; the ability to launch new services and products or to profitably expand into new markets; the In some cases, you can identify forward-looking statements by terms such as “may,” “will,” “should,”“expect,” “plan,” “anticipate,” “could,” “intend,” “target,” “project,” “contemplate,” “believe,” “estimate,” “predict,”“potential”, or “continue,” or the negative of these terms or other similar expressions. The forward-looking statementsin this Quarterly Report are only predictions. We have based these forward-looking statements largely on our currentexpectations and projections about future events and financial trends that we believe may affect our business, financialcondition and results of operations. These forward-looking statements speak only as of the date of this QuarterlyReport and are subject to a number of important factors that could cause actual results to differ materially from thosein the forward-looking statements, including the following: disruptions in supply chain, including the inability toobtain certain components and raw materials from suppliers; factors that adversely impact the commercial aviationindustry; the fluctuating market value of our aviation products; our ability to repossess mid-life commercial aircraftand engines (“Flight Equipment”) when a lessee defaults; success at our maintenance, repair and overhaul (“MRO”)facilities is dependent upon continued outsourcing by airlines; shortage of skilled personnel or work stoppages; thehighly competitive nature of the markets in which we operate; risks associated with our international operations; risksfrom business acquisitions and integration of new businesses acquired; the unique risks we encount