Air Lease Corporation

Air Lease Corporation

AL
Air Lease CorporationUS flagNew York Stock Exchange
65.00
USD
- -
- -
7.28BMarket Cap
2013 Y
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
TTM
Revenue per Share
8.46
10.28
11.92
13.8
14.7
16.04
18.02
17.73
18.31
20.76
24.19
24.56
27
27
Basic EPS, GAAP
1.88
2.51
2.47
3.65
7.33
4.88
5.14
4.41
3.58
-1.24
5.16
3.34
9.35
9.35
Free Cash Flow per Basic Share
-16.05
-16.06
-20.14
-19.2
-18.06
-24.08
-30.8
-13.97
-16.27
-20.22
-25.05
-25.91
-16.98
-16.98
Dividend per Share
0.07
0.12
0.16
0.2
0.3
0.4
0.63
0.73
0.89
1.12
1.18
1.27
1.28
1.28
Book Value per Share
3.09
5.45
7.73
11.13
18.1
22.28
25.45
28.84
31.66
30.35
34.87
37.26
45.6
45.6
Tangible Book Value per Share
24.85
27.14
29.44
32.9
40
45.9
50.26
53.41
61.45
59.54
64.5
67.66
75.84
75.84
Basic Weighted Avg Shares
102
102
103
103
103
105
112
114
114
112
111
111
112
112
Sales/Revenue/Turnover
859
1,050
1,223
1,419
1,516
1,680
2,017
2,015
2,088
2,317
2,685
2,734
3,016
3,016
Operating Margin (%)
36.93
40.22
40.52
43.07
42.14
40.06
38.3
34.22
28.33
29.6
27.59
21.51
22.75
22.75
Depreciation Expense
280
337
398
453
508
582
703
781
883
966
1,069
1,144
1,224
1,224
Net Income, GAAP
190
256
253
375
756
511
587
516
437
-97
615
428
1,088
1,088
Effective Tax Rate (%)
35.11
35.15
35.52
35.38
- -
20.2
20.19
20.17
19.29
- -
18.45
19.79
20.54
20.54
Profit Margin (%)
22.17
24.37
20.72
26.42
49.87
30.41
29.11
25.62
20.91
-4.19
22.89
15.65
36.09
36.09
Working Capital
165
23
-134
-65
-106
-179
-322
1,122
358
-65
-844
-415
-1,601
-1,601
LT Debt
5,853
6,631
7,712
8,714
9,699
11,539
13,579
16,518
17,022
18,641
19,183
20,210
18,369
18,369
Total Equity
2,523
2,772
3,020
3,382
4,127
4,807
5,624
6,072
7,009
6,646
7,160
7,533
8,473
8,473
Return on Invested Capital (%)
2.52
2.86
2.98
3.25
- -
3.4
3.41
2.63
2.05
- -
2.34
1.74
1.95
1.95
Return on Capital (%)
3.45
3.72
3.22
3.98
- -
3.99
3.99
3.04
2.36
- -
2.92
1.99
4.6
4.6
Return on Common Equity (%)
85.01
58.82
37.56
38.71
50.21
24.33
22.21
16.35
11.85
-3.96
15.79
9.28
22.59
22.59

Capital Structure

FRC

in mil. unless spec.
Jun'25
Sep'25
Dec'25
ST Debt
936
1,508
1,361
LT Borrowings
19,384
18,687
18,369
LT Finance Leases
- -
- -
- -
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
112
112
112
Market Capitalization
6,523
7,104
7,175

Working Capital

FRC

in mil. unless spec.
Jun'25
Sep'25
Dec'25
Total Current Assets
781
772
765
Cash, Cash Equivalents & STI
455
452
466
Accounts Receivable, Net
250
240
221
Inventories
- -
- -
- -
Total Current Liabilities
2,038
2,559
2,366
Payables & Accruals
968
919
861
ST Debt
936
1,508
1,361
Deferred Revenue
134
132
144

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
11.11%
7.13%
12.48%
Free Cash Flow
3.92%
6.23%
-34.22%
Net Income, GAAP
-62.7%
-149.41%
154.47%
Sales/Revenue/Turnover
9.63%
8.52%
10.32%
Total Cash Common Dividend
20.62%
7.79%
14.78%

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
636
673
659
717
2,685
2024
663
667
690
713
2,734
2025
738
732
725
820
3,016

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
1.07
1.1
1.1
1.9
5.16
2024
0.88
0.81
0.82
0.83
3.34
2025
3.27
3.35
1.21
1.52
9.35

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
0.29
0.29
0.29
0.29
1.18
2024
0.3
0.32
0.32
0.32
1.27
2025
0.32
0.32
0.32
0.32
1.28

Company Description

APIChat
CEO
Jason Arnold
Full Time Employees
165
Sector
Industrials
Industry
Rental & Leasing Services
Address
2000 Avenue of the Stars Los Angeles CA United States of America 90067
IPO Date
Apr 19, 2011
Business
Air Lease Corporation Air Lease Corporation (NYSE: AL) is a leading global aircraft leasing company principally engaged in purchasing new commercial jet aircraft directly from manufacturers such as Boeing and Airbus and leasing them to airlines worldwide through customized operating leases, sale-leaseback transactions, and related services including fleet management, aircraft remarketing, technical advisory, and financing solutions. The company maintains a young, fuel-efficient fleet comprising primarily narrowbody and widebody aircraft models like the Airbus A320/A321neo family and Boeing 737 MAX and 787 series, serving a diverse customer base of major carriers, low-cost carriers, and regional airlines across the Asia Pacific, Europe, the Middle East, Latin America, and North America. Founded in 2010 by industry veteran Steven F. Udvar-Házy and headquartered at 2000 Avenue of the Stars in Los Angeles, California, Air Lease Corporation operates without significant subsidiaries or parent affiliations as a standalone publicly traded entity focused on the aviation finance sector. In recent developments, Air Lease Corporation entered into a definitive merger agreement in September 2025 with a consortium led by Sumitomo Corporation (through its Sumisho Air Lease Corporation), SMBC Aviation Capital, Apollo Global Management, and Brookfield Asset Management for a $7.4 billion buyout, positioning SMBC Aviation Capital to manage the combined portfolio and creating one of the largest Dublin-based aircraft lessors; this transaction follows robust Q3 2025 financial results with revenue growth ahead of the acquisition closing. The company expanded its fleet in 2025 through deliveries of 14 new aircraft including Airbus A321 models, lease placements such as six new Airbus aircraft to Magnifica Air and an A321neo to Sun PhuQuoc Airways in Vietnam, and generated $520 million from aircraft sales, underscoring ongoing strategic growth in high-demand narrowbody segments amid a recovering global aviation market.

Company News

APIChat
  • Sumisho Air Lease Announces First Quarter 2026 Results

  • Sumisho Air Lease Announces First Quarter 2026 Earnings Conference Call

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  • Air Lease (AL) is a Top-Ranked Momentum Stock: Should You Buy?

  • Air Lease Wins Final Regulatory Nod for Merger, Expects Closure Soon

  • Air Lease Announces Receipt of Final Regulatory Approval in Connection with Pending Merger

  • Park Avenue Securities LLC Has $334,000 Stock Holdings in Air Lease Corporation $AL

  • Here's Why Air Lease (AL) is a Strong Value Stock

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  • AL or WAB: Which Is the Better Value Stock Right Now?

  • JPMorgan Chase & Co. Sells 4,142,874 Shares of Air Lease Corporation $AL

  • 3 Stocks From the Transport Equipment & Leasing Industry to Watch

  • Bridgefront Capital LLC Invests $714,000 in Air Lease Corporation $AL

  • Here's Why You Should Add Air Lease Stock to Your Portfolio Now

  • Is the Options Market Predicting a Spike in Air Lease Stock?

  • Geopolitical Volatility Boosts Value Investing: 4 Low-PEG Picks

  • Why Air Lease (AL) is a Top Value Stock for the Long-Term

  • Should Value Investors Buy Air Lease (AL) Stock?

  • KBRA Assigns A- Issuer and Senior Unsecured Debt Ratings to Sumisho Air Lease Corporation; Expects to Rate Senior Unsecured Notes Issuance A-