AL Share Price Performance
US$64.23
19.12 (42.39%)
3.7% undervalued intrinsic discount
US$66.67
Fair Value
Price US$64.23
AnalystConsensusTarget US$66.67
AnalystHighTarget US$68.00
AnalystLowTarget US$65.00
Fair ValueUS$65.00
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$65 1.2% undervalued intrinsic discount
Fuel Efficient Aircraft Demand Will Create Leasing Opportunities Amid Risks
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AN
Fair Value US$68 5.5% undervalued intrinsic discount
Global Air Travel And Fleet Modernization Will Fuel Leasing Demand
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AN
Fair Value US$65 1.2% undervalued intrinsic discount
Air Travel Deceleration And Fleet Obsolescence Will Erode Value
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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
69
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AN
US$65
1.2% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
7.47% p.a.
Profit Margin
15.04%
Future PE
17.35x
Price in 2029
US$84.24
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
9
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AN
US$68
5.5% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
8.31% p.a.
Profit Margin
15.65%
Future PE
16.99x
Price in 2028
US$87.04
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
5
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AN
US$65
1.2% undervalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
7.57% p.a.
Profit Margin
14.78%
Future PE
17.57x
Price in 2028
US$83.25
Trending Discussion
Recently Updated Narratives
AN
AL: Future Lease Deliveries And Merger Vote Will Shape Balanced Outlook
Fair Value: US$65 1.2% undervalued intrinsic discount
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AN
AL: Slower Expansion And Merger Vote Will Shape Balanced Risk Profile
Fair Value: US$68 5.5% undervalued intrinsic discount
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AN
AL: Future Leases And Margin Pressure Will Likely Keep Shares Balanced
Fair Value: US$65 1.2% undervalued intrinsic discount
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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.
