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Air Lease (AL) Resumen de Acciones
Air Lease Corporation, empresa de arrendamiento de aviones, se dedica a la compra y arrendamiento de aviones comerciales a reacción a compañías aéreas de Asia-Pacífico, Europa, Oriente Medio, África, México, América Central, América del Sur, Estados Unidos y Canadá. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 3/6 |
| Crecimiento futuro | 0/6 |
| Rendimiento pasado | 4/6 |
| Salud financiera | 1/6 |
| Dividendos | 3/6 |
Recompensas
Análisis de riesgos
AL Community Fair Values
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Analyst Price Targets
Competidores de Air Lease Corporation
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$65.00 |
| Máximo en las últimas 52 semanas | US$65.00 |
| Mínimo de 52 semanas | US$38.25 |
| Beta | 1.08 |
| Cambio en 1 mes | 0.74% |
| Variación en 3 meses | 1.23% |
| Cambio de 1 año | 60.65% |
| Variación en 3 años | 66.67% |
| Variación en 5 años | 34.63% |
| Variación desde la OPV | 132.56% |
Noticias y actualizaciones recientes
Actualización de narrativa • Mar 28
AL: New Aircraft Deliveries And Stable Margins Will Support Fair Outlook
Analysts have kept their $65 price target for Air Lease unchanged, citing relatively steady fair value assumptions, along with only modest updates to the discount rate and future P/E inputs. What's in the News Air Lease delivered one new Boeing 737-8 aircraft to Air Canada, expanding the lessor's presence with a major North American carrier (Key Developments).Actualización de narrativa • Mar 09
AL: New Lease Deliveries And Stable Margins Will Support Steady Outlook
Analysts have kept their fair value estimate for Air Lease steady at $65.00, with a slightly lower discount rate and a modestly reduced forward P/E assumption supporting the updated price target rationale. What's in the News Air Lease delivered one new Boeing 737-8 aircraft to Air Canada, the first of five 737-8s scheduled to be delivered to the airline in 2026 under existing lease arrangements (Key Developments).Actualización de narrativa • Feb 23
AL: Lease Deliveries And Margin Outlook Will Support Steady Future Prospects
Analysts have maintained their $65 price target on Air Lease, citing updated assumptions that combine a slightly higher discount rate, a lower future P/E, and a materially higher profit margin outlook as key factors supporting this unchanged valuation view. What's in the News Air Lease delivered one new Boeing 737-8 aircraft to Air Canada, the first of five 737-8 aircraft scheduled to be delivered to the airline in 2026 on lease from the company (Key Developments).Recent updates
Actualización de narrativa • Mar 28
AL: New Aircraft Deliveries And Stable Margins Will Support Fair Outlook
Analysts have kept their $65 price target for Air Lease unchanged, citing relatively steady fair value assumptions, along with only modest updates to the discount rate and future P/E inputs. What's in the News Air Lease delivered one new Boeing 737-8 aircraft to Air Canada, expanding the lessor's presence with a major North American carrier (Key Developments).Actualización de narrativa • Mar 09
AL: New Lease Deliveries And Stable Margins Will Support Steady Outlook
Analysts have kept their fair value estimate for Air Lease steady at $65.00, with a slightly lower discount rate and a modestly reduced forward P/E assumption supporting the updated price target rationale. What's in the News Air Lease delivered one new Boeing 737-8 aircraft to Air Canada, the first of five 737-8s scheduled to be delivered to the airline in 2026 under existing lease arrangements (Key Developments).Actualización de narrativa • Feb 23
AL: Lease Deliveries And Margin Outlook Will Support Steady Future Prospects
Analysts have maintained their $65 price target on Air Lease, citing updated assumptions that combine a slightly higher discount rate, a lower future P/E, and a materially higher profit margin outlook as key factors supporting this unchanged valuation view. What's in the News Air Lease delivered one new Boeing 737-8 aircraft to Air Canada, the first of five 737-8 aircraft scheduled to be delivered to the airline in 2026 on lease from the company (Key Developments).Actualización de narrativa • Feb 08
AL: New Lease Deliveries And Steady Outlook Will Shape Balanced Prospects
Analysts have held their Air Lease fair value estimate steady at US$65.00 per share, citing slightly lower discount rate, revenue growth, and profit margin assumptions, along with a modestly higher future P/E multiple, to justify the unchanged target. What's in the News Air Lease delivered one new Boeing 737-8 aircraft to Air Canada, the first of five 737-8s scheduled to be delivered to the airline in 2026 on lease from Air Lease (Key Developments).Actualización de narrativa • Jan 25
AL: Lease Deliveries And Merger Vote Will Shape Steady Forward Outlook
Analysts have kept their fair value estimate for Air Lease steady at $65.00, citing only small adjustments to their discount rate, revenue growth outlook, profit margin assumptions, and future P/E expectations rather than any major change in the core thesis. What's in the News Delivered one new Airbus A321-200neoXLR aircraft on long term lease to Uzbekistan based airline Qanot Sharq, the first A321XLR in that carrier's fleet and the first of four A321XLRs scheduled to come from Air Lease.Actualización de narrativa • Jan 10
AL: Future Lease Deliveries And Merger Vote Will Shape Balanced Outlook
Analysts have adjusted their price target on Air Lease to US$65.00 from US$66.67, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E estimates. What's in the News Air Lease delivered one new Airbus A321-200neoXLR aircraft to Uzbekistan based airline Qanot Sharq, the first A321XLR in the airline's fleet and the first of four on long term lease from Air Lease (Key Developments).
Actualización de narrativa • Dec 26
AL: Slower Expansion And Merger Vote Will Shape Balanced Risk Profile
Analysts have modestly reduced their price target on Air Lease by 1.00 dollar to 68.00 dollars. They cite slightly slower expected revenue growth, lower projected profit margins, and a higher discount rate that is only partly offset by a richer assumed future price to earnings multiple.
Actualización de narrativa • Dec 12
AL: Future Leases And Margin Pressure Will Likely Keep Shares Balanced
Analysts have raised their price target on Air Lease to approximately 65.00 dollars from about 50.99 dollars, citing expectations for faster top line growth and a higher future earnings multiple that more than offset slightly higher discount rates and margin compression. What's in the News Air Lease has scheduled a Special and Extraordinary Shareholders Meeting for December 18, 2025, to address key corporate matters (Key Developments) The company announced a long term lease agreement with startup carrier Sun PhuQuoc Airways for one new Airbus A321-200neo, with delivery planned in 2027 (Key Developments) Air Lease signed long term lease agreements with Magnifica Air for six new Airbus jets, including four A220-300s and two A321-200neos, all slated for delivery in 2027 to support the startup airline's launch plans (Key Developments) Valuation Changes The Fair Value Estimate has risen significantly, from about 51 dollars to 65 dollars per share.Seeking Alpha • Oct 01
Why Air Lease's $65 Offer Adds Up On Paper... And Still Fails Investors
Summary Air Lease Corporation is subject to a $65/share acquisition offer, which aligns with book value but is not compelling for investors. Falling interest rates could improve AL's net margins, but the offer reflects historically thin gain-on-sale margins for AL and a younger fleet, limiting upside. AerCap is unlikely to bid for Air Lease Corporation, as its acquisition strategy favors discounts to book value and distressed sellers, which doesn't fit AL's profile. While the $65 offer makes financial sense for acquirers, it remains underwhelming for AL shareholders and management should seek a better deal. Read the full article on Seeking AlphaActualización de narrativa • Sep 18
Fuel Efficient Aircraft Demand Will Create Leasing Opportunities Amid Risks
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.Actualización de narrativa • Sep 03
Fuel Efficient Aircraft Demand Will Create Leasing Opportunities Amid Risks
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.Artículo de análisis • Aug 11
We Think That There Are Issues Underlying Air Lease's (NYSE:AL) Earnings
Air Lease Corporation ( NYSE:AL ) announced strong profits, but the stock was stagnant. Our analysis suggests that this...Artículo de análisis • Aug 07
Air Lease Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
NYSE:AL 1 Year Share Price vs Fair Value Explore Air Lease's Fair Values from the Community and select yours Air Lease...Artículo de análisis • Jul 26
If EPS Growth Is Important To You, Air Lease (NYSE:AL) Presents An Opportunity
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Seeking Alpha • Apr 29
Air Lease: Are Repurchases Imminent With Q1 Earnings?
Summary With the recent $329 million in insurance recoveries, Air Lease may have reached its targeted 2.5x debt-to-equity level, opening the door to potential repurchases. Air Lease trades at a substantial discount to an estimated $71-$72 in book value, making repurchases at this level enormously accretive. The weaker dollar could benefit Air Lease and lead to increased aircraft sales beyond the $2 billion guidance. The retirement of chairman and founder Steven Hazy, along with the substantial discount to book value and attractive order book, could make Air Lease an acquisition target. Read the full article on Seeking AlphaSeeking Alpha • Feb 24
Air Lease Corporation: Upside Despite Interest Headwinds
Summary Air Lease Corporation's stock declined due to geopolitical uncertainties, impacting demand and increasing financing costs, despite stable aircraft values. The company’s revenue rose slightly, but higher interest expenses and depreciation led to a significant drop in net income. The annualized net spread fell from 2.9% to 1.7% due to increased interest expenses and depreciation. Despite current challenges, I maintain a buy rating with a $56.34 price target, noting long-term potential and a stock trading below book value. Read the full article on Seeking AlphaSeeking Alpha • Nov 28
Air Lease Corporation: Aircraft Values Are Firmly Supported And So Is Upside For The Stock
Summary Air Lease Corporation's stock has risen 30% since August, driven by a 4.7% revenue increase and higher aircraft sales despite higher operating expenses. Net spread remains pressured due to the inability to pass higher interest rates on existing leases, but post-pandemic leases in 2025 should improve net spread. Valuation based on book value suggests a 6-11% upside, while EV/EBITDA valuation projects a $61.79 price target for 2025, maintaining a buy rating. Despite net spread compression, high demand for airplanes and strong balance sheet value make Air Lease Corporation a relatively safe investment with future upside potential. Read the full article on Seeking Alpha
Nueva narrativa • Aug 30
OEM Delays And Flaws Mix With Strong Demand And Order Book To Sway Future Finances
Persistent OEM delays and manufacturing flaws have resulted in a demand surge for Air Lease's delivery slots, boosting lease rates and aircraft values.Seeking Alpha • Aug 04
Air Lease Stock Crashes On Recession Fears, But Remains A Buy
Summary Air Lease Corporation stock tumbled 14% due to negative market sentiment. Margins under pressure with decreased revenues and increased expenses. Despite recession fears, Air Lease Corporation remains a buy with double-digit upside based on book value and enterprise value. Read the full article on Seeking AlphaRentabilidad de los accionistas
| AL | US Trade Distributors | Mercado US | |
|---|---|---|---|
| 7D | 0.09% | 3.0% | 1.4% |
| 1Y | 60.7% | 25.3% | 25.7% |
Rentabilidad vs. Industria: AL superó a la industria US Trade Distributors, que obtuvo un rendimiento del 25.3% el año pasado.
Rentabilidad vs. Mercado: AL superó al mercado US, que obtuvo un rendimiento del 25.7% el año pasado.
Volatilidad de los precios
| AL volatility | |
|---|---|
| AL Average Weekly Movement | 0.3% |
| Trade Distributors Industry Average Movement | 6.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: AL no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de AL (0%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2010 | 160 | John Plueger | www.airleasecorp.com |
Air Lease Corporation, empresa de arrendamiento de aviones, se dedica a la compra y arrendamiento de aviones comerciales a reacción a compañías aéreas de Asia-Pacífico, Europa, Oriente Medio, África, México, América Central, América del Sur, Estados Unidos y Canadá. La empresa también vende aviones a terceros, incluidas otras empresas de leasing, empresas de servicios financieros, aerolíneas y otros inversores. Además, presta servicios de gestión de flotas a inversores y propietarios de carteras de aeronaves.
Resumen de fundamentos de Air Lease Corporation
| Estadísticas fundamentales de AL | |
|---|---|
| Capitalización bursátil | US$7.28b |
| Beneficios(TTM) | US$1.04b |
| Ingresos (TTM) | US$3.02b |
7.0x
Ratio precio-beneficio (PE)2.4x
Ratio precio-ventas (PS)¿Está AL sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de AL | |
|---|---|
| Ingresos | US$3.02b |
| Coste de los ingresos | US$1.22b |
| Beneficio bruto | US$1.79b |
| Otros gastos | US$748.16m |
| Beneficios | US$1.04b |
Últimos beneficios comunicados
Dec 31, 2025
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 9.32 |
| Margen bruto | 59.43% |
| Margen de beneficio neto | 34.62% |
| Ratio deuda/patrimonio | 232.9% |
¿Cómo se ha desempeñado AL a largo plazo?
Ver rendimiento histórico y comparativaDividendos
1.4%
Rentabilidad actual por dividendo9%
Ratio de pagos¿Paga AL dividendos fiables?
Ver historial de dividendos e índices de referencia de AL| fechas de dividendos de Air Lease | |
|---|---|
| Fecha ex dividendo | Mar 02 2026 |
| Fecha de pago de dividendos | Apr 07 2026 |
| Días hasta ex dividendo | 111 days |
| Días hasta la fecha de pago de dividendos | 75 days |
¿Paga AL dividendos fiables?
Ver historial de dividendos e índices de referencia de ALAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/04/07 13:26 |
| Precio de las acciones al final del día | 2026/04/07 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Air Lease Corporation está cubierta por 18 analistas. 3 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Garrett Chase | Barclays |
| Terry Ma | Barclays |
| James Fotheringham | BMO Capital Markets Equity Research |