Air Lease Corporation

NYSE:AL 株式レポート

時価総額：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 将来の成長

Future 基準チェック /06

Air Leaseの収益と利益は、それぞれ年間5.3%と13%減少すると予測されています。EPS は年間13.4%で 減少すると予想されています。自己資本利益率は 3 年後に10.1%になると予測されています。

主要情報

-13.0%

収益成長率

-13.45%

EPS成長率

Trade Distributors 収益成長13.7%
収益成長率-5.3%
将来の株主資本利益率10.13%
アナリストカバレッジ

Low

最終更新日04 Mar 2026

今後の成長に関する最新情報

分析記事 • 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

ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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 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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新しいナラティブ • 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

業績と収益の成長予測

NYSE:AL - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
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

アナリストによる今後の成長予測

収入対貯蓄率: ALの収益は今後 3 年間で減少すると予測されています (年間-13% )。

収益対市場: ALの収益は今後 3 年間で減少すると予測されています (年間-13% )。

高成長収益: ALの収益は今後 3 年間で減少すると予測されています。

収益対市場: ALの収益は今後 3 年間で減少すると予想されています (年間-5.3% )。

高い収益成長: ALの収益は今後 3 年間で減少すると予測されています (年間-5.3% )。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: ALの 自己資本利益率 は、3年後には低くなると予測されています ( 10.1 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/04/07 14:57
終値2026/04/07 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Air Lease Corporation 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18

アナリスト機関
Garrett ChaseBarclays
Terry MaBarclays
James FotheringhamBMO Capital Markets Equity Research