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.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
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.
AL's scaled aircraft leasing platform provides a competitive edge and supports robust growth.
The company's robust forward orderbook indicates sustained demand and future revenue potential.
AL expects 150-200 basis points of yield expansion, driving future cash flow growth.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| 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 |
Benchmark AL against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Air Lease Corporation (AL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $65.00 | $7.28B | 7.00 | 10.32% | 36.09% | 13.6% | 1.35% | |
| $169.64 | $26.75B | 7.96 | 2.4% | 35.82% | 16.95% | 0.64% | |
| $20.76 | $3.41B | -9.39 | 162.95% | -126.64% | -32.55% | 0.16% | |
| $180.27 | $18.49B | 39.19 | 43.24% | 15.46% | 132.03% | 0.68% | |
| $33.48 | $2.97B | -108.00 | -31.22% | -0.05% | -0.09% | 1.83% | |
| $182.74 | $6.49B | 20.04 | 9.77% | 17.69% | 10.85% | 1.37% |
Air Lease Corporation (AL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Air Lease Corporation (AL) SEC filings — annual & quarterly reports (10-K, 10-Q)
Apr 17, 2026·SEC
Apr 14, 2026·SEC
Apr 8, 2026·SEC
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Air Lease Corporation (AL) stock FAQ — growth, dividends, profitability & financials explained
Air Lease Corporation (AL) reported $3.02B in revenue in fiscal year 2025, which is also its trailing twelve months. That is 806% more than the $332.7M of fiscal year 2011.
Air Lease Corporation (AL) grew revenue by 10.3% in fiscal year 2025, compared with the prior fiscal year.
Yes. Air Lease Corporation (AL) earned $1.09B in net income over the trailing twelve months (a 36.1% net margin).
Yes. Air Lease Corporation (AL) pays a dividend that yields 1.35% at the current price, a moderate yield.
Air Lease Corporation (AL) had a return on equity (ROE) of 13.6% in fiscal year 2025. That is in line with the market's typical 10-15%.
Air Lease Corporation (AL) had negative free cash flow of $1.73B over the trailing twelve months.
