Air Lease Corporation

Report azionario NYSE:AL

Capitalizzazione di mercato: US$7.3b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Air Lease Crescita futura

Criteri Future verificati 0/6

Si prevede che il fatturato e gli utili di Air Lease diminuiscano rispettivamente di 5.3% e 13% all'anno. Si prevede che l'EPS diminuisca di 13.4% all'anno. Il rendimento del capitale proprio è previsto a 10.1% tra 3 anni.

Informazioni chiave

-13.0%

Tasso di crescita degli utili

-13.45%

Tasso di crescita dell'EPS

Trade Distributors crescita degli utili13.9%
Tasso di crescita dei ricavi-5.3%
Rendimento futuro del capitale proprio10.13%
Copertura analitica

Low

Ultimo aggiornamento04 Mar 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi • 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...

Recent updates

Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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 Alpha
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • May 24

Returns At Air Lease (NYSE:AL) Appear To Be Weighed Down

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
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 Alpha
Seeking 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 Alpha
Seeking 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
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Nuova narrazione • 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 Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:AL - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20282,246679N/AN/A2
12/31/20273,369700N/AN/A3
12/31/20263,103586N/AN/A3
12/31/20253,0161,044-3141,735N/A
9/30/20252,908967-7421,751N/A
6/30/20252,873923-1,4601,754N/A
3/31/20252,809639-1,1431,694N/A
12/31/20242,734372-1,3591,677N/A
9/30/20242,737490-2,1411,712N/A
6/30/20242,707521-1,1831,651N/A
3/31/20242,712552-4301,770N/A
12/31/20232,685573-1,0961,747N/A
9/30/20232,570497-6511,706N/A
6/30/20232,472475-1,2251,574N/A
3/31/20232,357459-2,5811,476N/A
12/31/20222,317-139-2,0221,382N/A
9/30/20222,313-131-2,2541,406N/A
6/30/20222,276-131-2,2511,463N/A
3/31/20222,210-152-1,7681,397N/A
12/31/20212,088408-1,7181,377N/A
9/30/20211,980373-2,0251,302N/A
6/30/20211,949390-1,8011,225N/A
3/31/20211,979448-1,3141,090N/A
12/31/20202,015501-1,4371,090N/A
9/30/20202,075555-4951,139N/A
6/30/20202,112590-1,2051,205N/A
3/31/20202,062570-2,2571,365N/A
12/31/20192,017575-2,4521,392N/A
9/30/20191,918552N/A1,356N/A
6/30/20191,838547N/A1,322N/A
3/31/20191,765538N/A1,269N/A
12/31/20181,680511N/A1,254N/A
9/30/20181,628844N/A1,178N/A
6/30/20181,554796N/A1,150N/A
3/31/20181,537782N/A1,087N/A
12/31/20171,516756N/A1,060N/A
9/30/20171,488382N/A1,010N/A
6/30/20171,467376N/A1,013N/A
3/31/20171,436367N/A1,012N/A
12/31/20161,419375N/A1,020N/A
9/30/20161,375359N/A1,015N/A
6/30/20161,333343N/A943N/A
3/31/20161,288327N/A858N/A
12/31/20151,223253N/A840N/A
9/30/20151,182243N/A784N/A
6/30/20151,131228N/A794N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che gli utili di AL diminuiranno nei prossimi 3 anni ( -13% all'anno).

Guadagni vs Mercato: Si prevede che gli utili di AL diminuiranno nei prossimi 3 anni ( -13% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di AL diminuiranno nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che i ricavi di AL diminuiranno nei prossimi 3 anni ( -5.3% all'anno).

Ricavi ad alta crescita: Si prevede che i ricavi di AL diminuiranno nei prossimi 3 anni ( -5.3% all'anno).

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di AL sarà basso tra 3 anni ( 10.1 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/04/07 12:29
Prezzo dell'azione a fine giornata2026/04/07 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Air Lease Corporation è coperta da 18 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Garrett ChaseBarclays
Terry MaBarclays
James FotheringhamBMO Capital Markets Equity Research