Fuel Efficient Aircraft Demand Will Create Leasing Opportunities Amid Risks

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

30 Aug 24

Updated

18 Sep 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

27.1%

7D

0.4%

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1Y

27.1%

7D

0.4%

You can edit this narrative until Sep 19 10:15 AM. Then, changes will post as Updates.

Author's Valuation

US$66.673.9% undervalued

AnalystConsensusTarget Fair Value

Shared on 18 Sep 25

Fair value Increased 6.24%

Air Lease's consensus price target has been raised, primarily reflecting an expansion in its Future P/E multiple while net profit margins remained stable, resulting in a new fair value estimate of $66.67. What's in the News Sumitomo Corporation, Apollo, Brookfield, and SMBC Aviation Capital agreed to acquire Air Lease Corporation for $7.4 billion; Air Lease stockholders will receive $65.00 per share in cash.

Shared on 03 Sep 25

Fair value Decreased 4.44%

The modest reduction in Air Lease's analyst price target is primarily driven by a lower future P/E multiple, with the fair value falling from $65.67 to $62.75. What's in the News Sumitomo Corporation, Apollo, Brookfield, and SMBC Aviation Capital agreed to acquire Air Lease for $7.4 billion, with shareholders to receive $65.00 per share in cash; the deal is expected to close in the first half of 2026, subject to regulatory and shareholder approvals.

Shared on 07 May 25

Fair value Increased 5.67%

Shared on 30 Apr 25

Fair value Increased 6.45%

Shared on 23 Apr 25

Fair value Increased 3.79%

AnalystConsensusTarget has decreased profit margin from 20.6% to 17.6%, increased future PE multiple from 11.3x to 13.8x and increased shares outstanding growth rate from 0.0% to 0.0%.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 2.38%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 2.28%

AnalystConsensusTarget has decreased revenue growth from 8.4% to 6.9%, increased profit margin from 17.8% to 22.6% and decreased future PE multiple from 12.8x to 10.4x.

AnalystConsensusTarget Fair Value

US$66.67

3.9% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

7.31%

Trade Distributors revenue growth rate

0.23%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.87%

Calculation

US$544.21m

Earnings '28

x

17.78x

PE Ratio '28

=

US$9.68b

Market Cap '28

US$9.68b

Market Cap '28

/

112.94m

No. shares '28

=

US$85.68

Share Price '28

US$85.68 Share Price '28

Discounted to 2025 @ 9.03% p.a.

=

US$66.11

Fair Value '25