Air Lease Corporation

NYSE · Rental & Leasing

$65.00

At close - Aug 4, 4:00 PM EDT - USD

Market Cap$7.26B

P/E7.0x

52W High$65.00

Volume2.29M

VCP Research Verdict2025Q4

Fleet Expansion Drives Revenue Amidst Capital Intensity

Air Lease Corporation demonstrates a consistent strategy of asset base expansion, growing total assets to $32.9 billion by 2025Q4, though this growth remains heavily tethered to volatile OEM delivery schedules. While the company has successfully reduced its de...

GrowthMixed

ProfitabilityModerate

ValuationAttractive

TechnicalsStrong

Explore valuation models

MARKET ACTION

AL price & volume

Price trend, volume and key moving averages

Launch Terminal

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Build the investment case

Start with the evidence for owning the stock and the risks that can break the thesis.

EXECUTIVE THESIS

The Investment Case

Full Analysis

Fundamental Trajectory

Revenue growth reached 15.1% in 2025Q4, though reported profitability remains volatile with net margins fluctuating between 15.1% and 52.6% over the last two years.

Analyst Consensus-7.7% target

Buy(20 analysts)

15 Buy3 Hold2 Sell

The Bull Case

Upside Catalysts

Scaled leasing platform

AL's scaled aircraft leasing platform provides a competitive edge and supports robust growth.

Strong forward orderbook

The company's robust forward orderbook indicates sustained demand and future revenue potential.

Yield expansion potential

AL expects 150-200 basis points of yield expansion, driving future cash flow growth.

The Bear Case

Key Downside Risks

Market performance

Price History →

Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return

AL+1.67%

S&P 500 (^GSPC)+12.39%

1-Year Return

AL+3.04%

S&P 500 (^GSPC)+15.77%

3-Year Return

AL+68.57%

S&P 500 (^GSPC)+75.62%

5-Year Return

AL+77.24%

S&P 500 (^GSPC)+67.01%

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis

Trailing P/E5Y Low

7.0x

Forward P/E

12.8x

EV/EBITDA

N/A

FCF YieldCash Flow

N/A

Valuation vs 5-Year History

Multiple Range

Metric

Current

5Y Median

Historical Range

Percentile

P/E

7.0x

12.4x

25th· Low

EV/EBITDA

N/A

13.4x

N/A

Price/FCF

N/A

Current Multiple

5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection

Bear$0.00N/A

Base (Fair)$266.41+309.9%

Bull$15.89-75.6%

$0.00 Bear$266.41 Base$15.89 Bull

Current Market Price: $65.00

Trades at a 75.6% discount to Base DCF ($266.41)

Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend

Revenue

$3.02B+10.3% YoY

Net income

$1.09B+154.5% YoY

Free cash flow

-$1.66B+42.5% YoY

Operating margin

50.5%+29.0 pts YoY

ROIC (TTM)4.2%

Avg ROIC 5Y-

ROE (TTM)13.6%

Piotroski Score8 / 9

Financial Statements →

Monitor what changed

Recent results and news deserve attention only when they alter the forward view.

OPERATING RESULTS

Recent Earnings

Earnings History

EPS Beat Rate10/12 (83%)

Revenue Beat Rate9/12 (75%)

Quarter	EPS (Act vs Est)	Revenue (Act vs Est)
Q1 2026Latest Feb 12, 2026	$1.52+10.1% vs $1.38	$820M+3.0% vs $797M
Q4 2025 Nov 3, 2025	$1.21+7.1% vs $1.13	$725M-2.4% vs $743M
Q3 2025 Aug 4, 2025	$3.33+187.1% vs $1.16	$732M+2.6% vs $713M
Q2 2025 May 5, 2025	$3.26+162.9% vs $1.24	$738M+3.9% vs $711M

Historical baseline: 12 quarters analyzedGAAP / Adjusted

MARKET COVERAGE

Latest News

1 Stories

Business Wire·Aug 3, 2026

Sumisho Air Lease Announces Second Quarter 2026 Earnings Conference Call

LOS ANGELES--(BUSINESS WIRE)--Sumisho Air Lease Corporation will host a conference call on August 10, 2026 at 4:30 PM Eastern Time to discuss the Company's financial results for the second quarter of 2026. Investors can participate in the conference call by dialing 1 (833) 461-5787 domestic or 1 (585) 542-9983 international. The Meeting ID for the call is 464 781 658. The conference call will also be broadcast live through a link on the Investors page of the Sumisho Air Lease website at www.sum.

Filtered for Air Lease CorporationMore Headlines

Compare before deciding

Benchmark AL against direct peers instead of judging its metrics in isolation.

Peers Comparison

Key metrics vs top competitors for Air Lease Corporation (AL)

Full Screener →

Company	Price	Market Cap	P/E Ratio	Rev Growth (1Y)	Net Margin	ROE	Div Yield
ALAir Lease CorporationCurrent	$65.00	$7.26B	7.00	10.32%	36.09%	13.6%	1.35%
AERAerCap Holdings N.V.	$144.76	$22.83B	6.80	2.4%	40.87%	18.52%	—
FLYFirefly Aerospace Inc.	$21.90	$3.6B	-9.91	162.95%	-126.64%	-32.55%	—
FTAIFTAI Aviation Ltd.	$186.01	$19.08B	40.44	43.24%	15.94%	139.57%	—
BBUBrookfield Business Partners L.P.	$31.46	$2.79B	-62.92	-31.22%	-0.05%	-0.09%	—
GATXGATX Corporation	$185.70	$6.59B	20.36	9.77%	17.94%	10.83%	—

Compare AL vs Peers

Air Lease Corporation (AL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs AER

Most directly comparable listed peer for AL.

Scale Benchmark

vs GE

Larger-name benchmark to compare AL against a more recognizable public peer.

Peer Set

Compare Top 5

vs AER, FLY, FTAI, BBU

Keep researching

Verify the primary filings, follow material updates, and answer the remaining questions.

AL SEC Filings & Documents

Air Lease Corporation (AL) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

Material company update

Apr 17, 2026·SEC

Material company update

Apr 14, 2026·SEC

Material company update

Apr 8, 2026·SEC

10-K Annual Reports

FY 2026

Feb 12, 2026·SEC

FY 2025

Feb 13, 2025·SEC

10-Q Quarterly Reports

FY 2025

Nov 3, 2025·SEC

FY 2025

Aug 4, 2025·SEC

FY 2025

May 5, 2025·SEC

Get notified when AL posts new earnings or crosses analyst targets

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AL Frequently Asked Questions

Air Lease Corporation (AL) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials

What is Air Lease Corporation's revenue?

Air Lease Corporation (AL) reported $3.02B in revenue for fiscal year 2025. This represents a 806% increase from $332.7M in 2011.

How fast is Air Lease Corporation growing?

Air Lease Corporation (AL) grew revenue by 10.3% over the past year. This is steady growth.

Is AL profitable?

Yes, Air Lease Corporation (AL) is profitable, generating $1.09B in net income for fiscal year 2025 (36.1% net margin).

Dividend & Returns

Does AL pay dividends?

Yes, Air Lease Corporation (AL) pays a dividend with a yield of 1.35%. This makes it attractive for income-focused investors.

What is AL's return on equity?

Air Lease Corporation (AL) has a return on equity (ROE) of 13.6%. This is reasonable for most industries.

What is Air Lease Corporation's free cash flow?

Air Lease Corporation (AL) had negative free cash flow of $1.73B in fiscal year 2025, likely due to heavy capital investments.

What if you invested $1,000 in AL back in 2011?

Total return calculator · dividends reinvested · 15+ years of data

See returns →

Quarter

EPS (Act vs Est)

Revenue (Act vs Est)

Q1 2026Latest

Feb 12, 2026

$1.52+10.1%

vs $1.38

$820M+3.0%

vs $797M

Q4 2025

Nov 3, 2025

$1.21+7.1%

vs $1.13

$725M-2.4%

vs $743M

Q3 2025

Aug 4, 2025

$3.33+187.1%

vs $1.16

$732M+2.6%

vs $713M

Q2 2025

May 5, 2025

$3.26+162.9%

vs $1.24

$738M+3.9%

vs $711M

Company

Price

Market Cap

P/E Ratio

Rev Growth (1Y)

Net Margin

ROE

Div Yield

ALAir Lease CorporationCurrent

$65.00

$7.26B

7.00

10.32%

36.09%

13.6%

1.35%

AERAerCap Holdings N.V.

$144.76

$22.83B

6.80

2.4%

40.87%

18.52%

—

FLYFirefly Aerospace Inc.

$21.90

$3.6B

-9.91

162.95%

-126.64%

-32.55%

—

FTAIFTAI Aviation Ltd.

$186.01

$19.08B

40.44

43.24%

15.94%

139.57%

—

BBUBrookfield Business Partners L.P.

$31.46

$2.79B

-62.92

-31.22%

-0.05%

-0.09%

—

GATXGATX Corporation

$185.70

$6.59B

20.36

9.77%

17.94%

10.83%

—