Air Lease Corporation

NYSE:AL 주식 리포트

시가총액: 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 향후 성장

Future 기준 점검 0/6

Air Lease 의 수익과 수익은 각각 연간 5.3% 및 13% 감소할 것으로 예상됩니다. EPS는 연간 13.4% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 10.1% 로 예상됩니다.

핵심 정보

-13.0%

이익 성장률

-13.45%

EPS 성장률

Trade Distributors 이익 성장13.9%
매출 성장률-5.3%
향후 자기자본이익률10.13%
애널리스트 커버리지

Low

마지막 업데이트04 Mar 2026

최근 향후 성장 업데이트

분석 기사 • 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

내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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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새로운 내러티브 • 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

이익 및 매출 성장 예측

NYSE:AL - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
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

애널리스트 향후 성장 전망

수입 대 저축률: AL 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -13%).

수익 vs 시장: AL 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -13%).

고성장 수익: AL 의 수익은 향후 3년간 감소할 것으로 예상됩니다.

수익 대 시장: AL 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -5.3%).

고성장 매출: AL 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -5.3%).

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: AL의 자본 수익률은 3년 후 10.1%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/04/07 20:23
종가2026/04/07 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Air Lease Corporation는 18명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Garrett ChaseBarclays
Terry MaBarclays
James FotheringhamBMO Capital Markets Equity Research