AerSale Corp 2026年季度报告

FORM 10-Q (Mark One) ☒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 1934For the transition period from ___________ to ____________. Commission file number 001-38801 AerSale Corporation(Exact name of registrant as specified in its charter) (I.R.S. Employer Identification No.) 9850 NW 41stStreet, Suite 400 (305) 764-3200Registrant’s telephone number, including area code N/A (Former name, former address and former fiscal year, if changed since last report) 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 suchreports), and (2) has been subject to such filing requirements for the past 90 days. Yes☒No☐ 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 thatthe registrant was required to submit such files). Yes☒No☐ 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,” “smallerreporting company,” and “emerging growth company” in Rule 12b-2 of the Exchange Act. Large accelerated filer☐Accelerated filer☒Non-accelerated filer☐Smaller reporting company☐Emerging growth company☐ 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 Forward-Looking StatementsiPART I – FINANCIAL INFORMATION1Item 1.Condensed Consolidated Financial Statements1Condensed Consolidated Balance Sheets (Unaudited)1Condensed Consolidated Statements of Operations (Unaudited)2Condensed Consolidated Statements of Stockholders’ Equity (Unaudited)3Condensed Consolidated Statements of Cash Flows (Unaudited)4Notes to Condensed Consolidated Financial Statements (Unaudited)5Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations19Item 3.Quantitative and Qualitative Disclosures About Market Risk25Item 4.Controls and Procedures25PART II – OTHER INFORMATION26Item 1.Legal Proceedings26Item1A.Risk Factors26Item 2.Unregistered Sales of Equity Securities and Use of Proceeds26Item 3.Defaults Upon Senior Securities26Item 4.Mine Safety Disclosures26Item 5.Other Information26Item 6.Exhibits26Signatures28 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; thesufficiency of our liquidity; our recovery of insurance proceeds for casualty losses; and expectations of othereconomic, business and/or competitive factors. These statements involve known and unknown risks, uncertainties andother important factors that may cause our actual results, performance or achievements to be materially different fromany future results, performance or achievements expressed or implied by the forward-looking statements. 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 w