Update shared on03 Sep 2025
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.
- The transaction includes $12.1 billion in committed financing and provisions for mutual termination fees ($225 million by Air Lease; $350 million by buyers in certain regulatory-related terminations).
- Upon closing, Air Lease will be renamed Sumisho Air Lease.
- Air Lease delivered two additional new Airbus A321-200neo aircraft to China Airlines under long-term leases, supporting China Airlines' fleet expansion and modernization strategy.
Valuation Changes
Summary of Valuation Changes for Air Lease
- The Consensus Analyst Price Target has fallen slightly from $65.67 to $62.75.
- The Future P/E for Air Lease has fallen slightly from 17.29x to 16.53x.
- The Discount Rate for Air Lease remained effectively unchanged, moving only marginally from 8.99% to 9.00%.
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