AL Share Price Performance
US$63.90
13.30 (26.28%)
9.7% undervalued intrinsic discount
US$70.75
Fair Value
Price US$63.90
AnalystHighTarget US$70.75
AnalystLowTarget US$50.00
AnalystConsensusTarget US$66.67
Fair ValueUS$69.00
Share Pricen/a
Air Lease Corporation Stock Price
- 3 Narratives written by author
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- 12 Fair Values set on narratives written by author
AL Community Narratives
AN
Fair Value US$69 7.4% undervalued intrinsic discount
Global Air Travel And Fleet Modernization Will Fuel Leasing Demand
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AN
Fair Value US$50.99 25.3% overvalued intrinsic discount
Air Travel Deceleration And Fleet Obsolescence Will Erode Value
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AN
Fair Value US$66.67 4.2% undervalued intrinsic discount
Fuel Efficient Aircraft Demand Will Create Leasing Opportunities Amid Risks
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Fuel Efficient Aircraft Demand Will Create Leasing Opportunities Amid Risks
Key Takeaways Robust air travel demand and environmental shifts drive strong lease rates, high utilization, and revenue growth through a young, fuel-efficient fleet. Strategic capital allocation and conservative financial management support recurring earnings growth, market expansion, and resilience against economic shocks.Read more
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AN
US$66.67
4.2% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
7.37% p.a.
Profit Margin
15.3%
Future PE
17.78x
Price in 2028
US$85.68
Global Air Travel And Fleet Modernization Will Fuel Leasing Demand
Key Takeaways Aircraft supply shortages and rising air travel demand position Air Lease to secure higher lease rates, strong utilization, and long-term earnings growth. Enhanced financial strength and industry shifts toward leasing support flexible expansion and more consistent, higher-quality revenue streams.Read more
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AN
US$69
7.4% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
8.56% p.a.
Profit Margin
20.31%
Future PE
13.51x
Price in 2028
US$87.32
Air Travel Deceleration And Fleet Obsolescence Will Erode Value
Key Takeaways Growing regulation, supply chain issues, and increased competition threaten long-term fleet expansion, profit margins, and revenue growth. Advances in decarbonization could obsolete parts of the fleet, raising depreciation risks and potentially reducing future earnings.Read more
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AN
US$50.99
25.3% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
6.7% p.a.
Profit Margin
18.46%
Future PE
11.57x
Price in 2028
US$64.53
Trending Discussion
Recently Updated Narratives
AN
Fuel Efficient Aircraft Demand Will Create Leasing Opportunities Amid Risks
Fair Value: US$66.67 4.2% undervalued intrinsic discount
7 followersusers have followed this narrative
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AN
Air Travel Deceleration And Fleet Obsolescence Will Erode Value
Fair Value: US$50.99 25.3% overvalued intrinsic discount
0 followersusers have followed this narrative
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AN
Global Air Travel And Fleet Modernization Will Fuel Leasing Demand
Fair Value: US$69 7.4% undervalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
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Snowflake Analysis
Air Lease Corporation Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- 8.65
- 58.44%
- 33.24%
- 242.1%
About AL
- Founded
- 2010
- Employees
- 165
- CEO
- WebsiteView website
Air Lease Corporation, an aircraft leasing company, engages in the purchase and leasing of commercial jet aircraft to airlines in the Asia Pacific, Europe, the Middle East, Africa, Mexico, Central America, South America, the United States, and Canada. It also sells aircraft to third parties, including other leasing companies, financial services companies, airlines, and other investors. In addition, the company provides fleet management services to investors and owners of aircraft portfolios. As of June 30, 2025, it owned 495 aircraft; managed 53 aircraft; and 241 aircraft on order with aircraft manufacturers. Air Lease Corporation was incorporated in 2010 and is headquartered in Los Angeles, California.
