Air Lease Corp

AL

Market cap $7.26B

Increased stake by 1,070,853 shares; estimated trade size ~$68.37 million (estimate based on quarterly average price). Quarter-end position value rose by $68.81 million, reflecting both new share purchases and stock price appreciation.

In Q4 of 2025, Harbor Mid Cap Fund (Institutional Class, "Fund") returned 4.00%, outperforming its benchmark, the Russell Midcap® Index, which returned 0.16%. Contributors to Fund performance included Murphy Oil Corporation, Ulta Beauty, and Raymond James. We added EMCOR Group, Vertiv Holdings and Twilio, and sold Air Lease.

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

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.

AL's Q4 EPS of $2.20 surpasses estimates and improves year over year as revenue jumps 15%, aircraft sales surge and gains from 23 jet sales lift results.

Gagnon Securities sold 108,661 AL shares in the fourth quarter; the estimated transaction value was $6.94 million based on quarterly average prices. Meanwhile, the quarter-end position value declined by $6.63 million, reflecting both share sale and price movement.

Air Lease (AL) came out with quarterly earnings of $2.2 per share, beating the Zacks Consensus Estimate of $1.46 per share. This compares to earnings of $1.34 per share a year ago.

LOS ANGELES--(BUSINESS WIRE)--Air Lease (NYSE: AL) announces financial results for the three months and year ended December 31, 2025. Fourth Quarter and Fiscal Year 2025 Results The following table summarizes our operating results for the three months and year ended December 31, 2025 and 2024 (in millions, except per share amounts and percentages): Operating Results   Three Months Ended December 31,   Year Ended December 31,     2025       2024     $ change   % change     2025       2024     $.

Timken remains a compelling investment as it supplies essential components that customers cannot easily replace. MDU remains an attractive investment as electricity demand continues to rise, particularly from energy-intensive industries such as data centers locating in the central United States. During the quarter, Raymond James' shares declined by 7.0% despite adjusted earnings exceeding consensus expectations by 10%, reflecting investor focus on near-term margin pressure rather than underlying business momentum.