AL icon

Air Lease Corp

57.45 USD
+0.05
0.09%
At close May 16, 4:00 PM EDT
After hours
57.20
-0.25
0.44%
1 day
0.09%
5 days
3.22%
1 month
37.51%
3 months
13.65%
6 months
19.09%
Year to date
19.79%
1 year
16.25%
5 years
120.03%
10 years
46.41%
 

About: Air Lease Corp is an aircraft leasing company based in the United States. It is engaged in purchasing commercial jet aircrafts directly from aircraft manufacturers and leasing those aircraft to airlines throughout the world to generate attractive returns on equity. The company also sells aircraft from its fleet to third parties, including other leasing companies, financial services companies, airlines, and other investors, and offers fleet management services to investors and owners of aircraft portfolios for a management fee. Geographically, it derives a majority of its revenue from the Asia-Pacific region and the rest from Europe, Middle East and Africa, Central America, South America, Mexico, the United States, and Canada.

Employees: 165

0
Funds holding %
of 7,457 funds
Analysts bullish %

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

142% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 24

67% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $7.05M

7% more funds holding

Funds holding: 357 [Q4 2024] → 383 (+26) [Q1 2025]

3% more capital invested

Capital invested by funds: $5.19B [Q4 2024] → $5.36B (+$169M) [Q1 2025]

0.16% more ownership

Funds ownership: 96.66% [Q4 2024] → 96.83% (+0.16%) [Q1 2025]

2% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 132

15% less funds holding in top 10

Funds holding in top 10: 13 [Q4 2024] → 11 (-2) [Q1 2025]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$50
13%
downside
Avg. target
$54
7%
downside
High target
$57
1%
downside

2 analyst ratings

positive
50%
neutral
0%
negative
50%
B of A Securities
Ronald Epstein
69% 1-year accuracy
22 / 32 met price target
13%downside
$50
Underperform
Downgraded
7 Mar 2025
JP Morgan
Jamie Baker
53% 1-year accuracy
8 / 15 met price target
1%downside
$57
Overweight
Maintained
18 Feb 2025

Financial journalist opinion

Based on 10 articles about AL published over the past 30 days

Positive
Zacks Investment Research
3 days ago
Air Lease (AL) Now Trades Above Golden Cross: Time to Buy?
Air Lease Corporation (AL) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, AL's 50-day simple moving average crossed above its 200-day simple moving average, known as a "golden cross.
Air Lease (AL) Now Trades Above Golden Cross: Time to Buy?
Positive
Zacks Investment Research
4 days ago
Here's Why Air Lease (AL) is a Strong Value Stock
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Here's Why Air Lease (AL) is a Strong Value Stock
Positive
Zacks Investment Research
4 days ago
Should Value Investors Buy Air Lease (AL) Stock?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Should Value Investors Buy Air Lease (AL) Stock?
Negative
Zacks Investment Research
5 days ago
AL or WAB: Which Is the Better Value Stock Right Now?
Investors interested in Transportation - Equipment and Leasing stocks are likely familiar with Air Lease (AL) and Westinghouse Air Brake Technologies (WAB). But which of these two stocks offers value investors a better bang for their buck right now?
AL or WAB: Which Is the Better Value Stock Right Now?
Positive
Zacks Investment Research
1 week ago
Air Lease Q1 Earnings & Revenues Top Estimates, Improve Y/Y
AL's solid first-quarter 2025 results reflect fleet expansion, healthy sales gains and significant insurance settlements related to the company's aircraft in Russia.
Air Lease Q1 Earnings & Revenues Top Estimates, Improve Y/Y
Neutral
Seeking Alpha
1 week ago
Air Lease Corporation (AL) Q1 2025 Earnings Call Transcript
Air Lease Corporation (NYSE:AL ) Q1 2025 Results Conference Call May 5, 2025 4:30 PM ET Company Participants Jason Arnold - Head, IR John Plueger - CEO and President Greg Willis - EVP and CFO Conference Call Participants Catherine O'Brien - Goldman Sachs Hillary Cacanando - Deutsche Bank Moshe Orenbuch - TD Cowen Stephen Trent - Citi Operator Good afternoon, my name is Audra, and I will be your conference operator today. At this time, I would like to welcome everyone to the Air Lease Q1 2025 Earnings Conference Call.
Air Lease Corporation (AL) Q1 2025 Earnings Call Transcript
Positive
Zacks Investment Research
1 week ago
Air Lease (AL) Q1 Earnings and Revenues Surpass Estimates
Air Lease (AL) came out with quarterly earnings of $1.51 per share, beating the Zacks Consensus Estimate of $1.24 per share. This compares to earnings of $1.31 per share a year ago.
Air Lease (AL) Q1 Earnings and Revenues Surpass Estimates
Neutral
Business Wire
1 week ago
Air Lease Announces First Quarter 2025 Results
LOS ANGELES--(BUSINESS WIRE)--Air Lease (NYSE: AL) announces financial results for the three months ended March 31, 2025. “AL had a strong quarter with fleet expansion, healthy sales gains, significant insurance settlements related to our aircraft in Russia, and achieving our target debt to equity ratio which now allows us to consider all capital allocation opportunities. To date, we have no aircraft delivering to any country that has announced reciprocal tariffs applicable to aircraft. We cont.
Air Lease Announces First Quarter 2025 Results
Positive
Zacks Investment Research
2 weeks ago
Air Lease to Report Q1 Earnings: What's in Store for the Stock?
AL's first-quarter 2025 revenues are expected to have benefited from continuous growth in its fleet, an increase in sales activity and higher end-of-lease revenues.
Air Lease to Report Q1 Earnings: What's in Store for the Stock?
Neutral
Seeking Alpha
2 weeks ago
Air Lease: Are Repurchases Imminent With Q1 Earnings?
With the recent $329 million in insurance recoveries, Air Lease may have reached its targeted 2.5x debt-to-equity level, opening the door to potential repurchases. Air Lease trades at a substantial discount to an estimated $71-$72 in book value, making repurchases at this level enormously accretive. The weaker dollar could benefit Air Lease and lead to increased aircraft sales beyond the $2 billion guidance.
Air Lease: Are Repurchases Imminent With Q1 Earnings?
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