Update shared on18 Sep 2025
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.
- $12.1 billion in committed financing has been secured for the transaction, which is unanimously approved by all boards and expected to close in the first half of 2026, pending shareholder and regulatory approval.
- Air Lease will be renamed Sumisho Air Lease post-acquisition; specific termination fees are outlined, including $225 million payable by Air Lease and $350 million by the buyers under certain conditions.
- Air Lease delivered two additional new Airbus A321-200neo aircraft on long-term lease to China Airlines, marking the seventh and eighth deliveries as the airline expands and modernizes its fleet.
Valuation Changes
Summary of Valuation Changes for Air Lease
- The Consensus Analyst Price Target has risen from $62.75 to $66.67.
- The Future P/E for Air Lease has risen from 16.53x to 17.78x.
- The Net Profit Margin for Air Lease remained effectively unchanged, moving only marginally from 15.51% to 15.30%.
Disclaimer
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