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Air Lease Community
NYSE:AL Community
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Air Lease
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Undervalued
Overvalued
Air Lease
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Air Travel Deceleration And Fleet Obsolescence Will Erode Value
Key Takeaways Growing regulation, supply chain issues, and increased competition threaten long-term fleet expansion, profit margins, and revenue growth. Advances in decarbonization could obsolete parts of the fleet, raising depreciation risks and potentially reducing future earnings.
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US$50.99
FV
8.9% overvalued
intrinsic discount
6.70%
Revenue growth p.a.
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17 days ago
author updated this narrative
Air Lease
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Global Air Travel And Fleet Modernization Will Fuel Leasing Demand
Key Takeaways Aircraft supply shortages and rising air travel demand position Air Lease to secure higher lease rates, strong utilization, and long-term earnings growth. Enhanced financial strength and industry shifts toward leasing support flexible expansion and more consistent, higher-quality revenue streams.
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US$69.00
FV
19.5% undervalued
intrinsic discount
8.56%
Revenue growth p.a.
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17 days ago
author updated this narrative
Air Lease
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Fuel Efficient Aircraft Demand Will Create Leasing Opportunities Amid Risks
Key Takeaways Robust air travel demand and environmental shifts drive strong lease rates, high utilization, and revenue growth through a young, fuel-efficient fleet. Strategic capital allocation and conservative financial management support recurring earnings growth, market expansion, and resilience against economic shocks.
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US$65.33
FV
15.0% undervalued
intrinsic discount
7.56%
Revenue growth p.a.
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3 days ago
author updated this narrative
Your Valuation for
AL
AL
Air Lease
Your Fair Value
US$
Current Price
US$55.52
10.7% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-131m
4b
2015
2018
2021
2024
2025
2027
2030
Revenue US$4.1b
Earnings US$1.3b
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