Air Lease Management

Management criteria checks 3/4

Air Lease's CEO is John Plueger, appointed in Mar 2010, has a tenure of 14.08 years. total yearly compensation is $9.08M, comprised of 11% salary and 89% bonuses, including company stock and options. directly owns 0.69% of the company’s shares, worth €36.89M. The average tenure of the management team and the board of directors is 11.8 years and 13.8 years respectively.

Key information

John Plueger

Chief executive officer

US$9.1m

Total compensation

CEO salary percentage	11.0%
CEO tenure	14.1yrs
CEO ownership	0.7%
Management average tenure	11.8yrs
Board average tenure	13.8yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has John Plueger's remuneration changed compared to Air Lease's earnings?
Date	Total Compensation	Salary	Company Earnings
Dec 31 2023	US$9m	US$1m	US$573m
Sep 30 2023	n/a	n/a	US$497m
Jun 30 2023	n/a	n/a	US$475m
Mar 31 2023	n/a	n/a	US$459m
Dec 31 2022	US$9m	US$1m	-US$139m
Sep 30 2022	n/a	n/a	-US$131m
Jun 30 2022	n/a	n/a	-US$131m
Mar 31 2022	n/a	n/a	-US$152m
Dec 31 2021	US$9m	US$1m	US$408m
Sep 30 2021	n/a	n/a	US$373m
Jun 30 2021	n/a	n/a	US$390m
Mar 31 2021	n/a	n/a	US$448m
Dec 31 2020	US$6m	US$1m	US$501m
Sep 30 2020	n/a	n/a	US$555m
Jun 30 2020	n/a	n/a	US$590m
Mar 31 2020	n/a	n/a	US$570m
Dec 31 2019	US$8m	US$1m	US$575m
Sep 30 2019	n/a	n/a	US$552m
Jun 30 2019	n/a	n/a	US$547m
Mar 31 2019	n/a	n/a	US$538m
Dec 31 2018	US$8m	US$1m	US$511m
Sep 30 2018	n/a	n/a	US$844m
Jun 30 2018	n/a	n/a	US$796m
Mar 31 2018	n/a	n/a	US$782m
Dec 31 2017	US$8m	US$1m	US$756m

Compensation vs Market: John's total compensation ($USD9.08M) is above average for companies of similar size in the German market ($USD3.42M).

Compensation vs Earnings: John's compensation has been consistent with company performance over the past year.

CEO

John Plueger (69 yo)

14.1yrs

Tenure

US$9,075,696

Compensation

Mr. John L. Plueger has been Chief Executive Officer of Air Lease Corporation since July 2016 and as its President and Director since March 2010 and April 2010 respectively. Mr. Plueger served as Chief Ope...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Steven Udvar-Hazy	Executive Chairman of the Board	14.2yrs	US$9.40m	5.22% $ 280.9m
John Plueger	CEO, President & Director	14.1yrs	US$9.08m	0.69% $ 36.9m
Gregory Willis	Executive VP & CFO	12.1yrs	US$2.86m	0.060% $ 3.2m
Carol Forsyte	Executive VP	11.6yrs	US$2.99m	0.057% $ 3.1m
Grant Levy	Executive Vice President of Marketing & Commercial Affairs	no data	US$3.28m	0.13% $ 7.1m
Jason Arnold	Vice President of Investor Relations	2.3yrs	no data	no data
Courtney McKeown	Senior Vice President of Human Resources	no data	no data	no data
Alex Khatibi	Executive Vice President	14yrs	no data	0.059% $ 3.2m
John Poerschke	Executive Vice President of Aircraft Procurement & Specification	14.1yrs	no data	0.080% $ 4.3m
Eric Hoogenkamp	Senior Vice President of Technical Asset Management	5.2yrs	no data	no data
Kishore Korde	Executive Vice President of Marketing	no data	US$2.77m	0.091% $ 4.9m
Shirley Lu	Senior VP	4.2yrs	no data	no data

11.8yrs

Average Tenure

60.5yo

Average Age

Experienced Management: AVLA's management team is seasoned and experienced (11.8 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Steven Udvar-Hazy	Executive Chairman of the Board	14.2yrs	US$9.40m	5.22% $ 280.9m
John Plueger	CEO, President & Director	14yrs	US$9.08m	0.69% $ 36.9m
Matthew Hart	Independent Director	13.9yrs	US$255.00k	0.046% $ 2.5m
Marshall Larsen	Independent Director	9.9yrs	US$230.00k	0.012% $ 624.9k
Robert Milton	Lead Independent Director	14yrs	US$305.00k	0.037% $ 2.0m
Cheryl Krongard	Independent Director	10.3yrs	US$240.00k	0.025% $ 1.3m
Ian Saines	Independent Director	13.8yrs	US$225.00k	0.014% $ 734.1k
Susan McCaw	Independent Director	4.4yrs	US$220.00k	0.0088% $ 473.3k
Yvette Clark	Independent Director	2.9yrs	US$225.00k	0.012% $ 639.5k

13.8yrs

Average Tenure

67yo

Average Age

Experienced Board: AVLA's board of directors are seasoned and experienced ( 13.8 years average tenure).

Air Lease Management

Management criteria checks 3/4

Key information

Recent management updates

Executive Vice President recently sold €487k worth of stock

Air Lease Corporation, Annual General Meeting, May 03, 2024

Executive Vice President recently sold €444k worth of stock

CEO, President & Director recently sold €2.6m worth of stock

Executive Vice President recently sold €936k worth of stock

Independent Director recently bought €93k worth of stock

Recent updates

Executive Vice President recently sold €487k worth of stock

Air Lease Corporation, Annual General Meeting, May 03, 2024

Executive Vice President recently sold €444k worth of stock

Upcoming dividend of US$0.21 per share

CEO, President & Director recently sold €2.6m worth of stock

Fourth quarter dividend of US$0.21 announced

Full year 2023 earnings released: EPS: US$5.16 (vs US$1.24 loss in FY 2022)

Air Lease Corporation Approves Quarterly Cash Dividend, Payable on April 10, 2024

Air Lease Corporation to Report Q4, 2023 Results on Feb 15, 2024

Upcoming dividend of US$0.21 per share at 2.2% yield

Air Lease Corporation Declares Quarterly Cash Dividend, Payable on January 10, 2024

Third quarter 2023 earnings released: EPS: US$1.10 (vs US$0.90 in 3Q 2022)

Upcoming dividend of US$0.20 per share at 1.9% yield

Air Lease Corporation Declares Quarterly Cash Dividend, to Be Paid on October 6, 2023

Second quarter 2023 earnings released: EPS: US$1.10 (vs US$0.95 in 2Q 2022)

Air Lease Corporation to Report Q2, 2023 Results on Aug 03, 2023

Executive Vice President recently sold €936k worth of stock

Independent Director recently bought €93k worth of stock

Upcoming dividend of US$0.20 per share at 2.1% yield

First quarter 2023 earnings released: EPS: US$1.07 (vs US$4.21 loss in 1Q 2022)

Upcoming dividend of US$0.20 per share at 1.9% yield

Executive VP & CFO recently sold €569k worth of stock

Air Lease Corporation Declares Quarterly Cash Dividend on Outstanding Common Stock, Payable on April 12, 2023

Full year 2022 earnings released: US$1.24 loss per share (vs US$3.58 profit in FY 2021)

Insider recently sold €369k worth of stock

Upcoming dividend of US$0.20 per share

Insufficient new directors

Third quarter 2022 earnings released: EPS: US$0.90 (vs US$0.88 in 3Q 2021)

Air Lease Corporation Declares Quarterly Dividend, Payable on January 10, 2023

Upcoming dividend of US$0.18 per share

Second quarter 2022 earnings released: EPS: US$0.95 (vs US$0.75 in 2Q 2021)

Upcoming dividend of US$0.18 per share

Executive Chairman of the Board recently bought €168k worth of stock

First quarter 2022 earnings released: US$4.21 loss per share (vs US$0.70 profit in 1Q 2021)

Air Lease Corporation Declares Quarterly Cash Dividend, Payable on July 8, 2022

Upcoming dividend of US$0.18 per share

Investor sentiment deteriorated over the past week

Independent Director recently bought €268k worth of stock

Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat

Air Lease Corporation Declares Quarterly Cash Dividend, Payable on April 7, 2022

Upcoming dividend of US$0.18 per share

Executive Vice President recently sold €629k worth of stock

Third quarter 2021 earnings released: EPS US$0.94 (vs US$1.02 in 3Q 2020)

Executive Chairman of the Board recently bought €67k worth of stock

Upcoming dividend of US$0.16 per share

Second quarter 2021 earnings released: EPS US$0.82 (vs US$1.27 in 2Q 2020)

Upcoming dividend of US$0.16 per share

First quarter 2021 earnings released: EPS US$0.70 (vs US$1.18 in 1Q 2020)

Air Lease Corporation Declares Quarterly Cash Dividend for the Fourth Quarter of 2021, Payable on July 9, 2021

Air Lease Corporation, Annual General Meeting, May 05, 2021

Executive Vice President of Marketing recently sold €1.3m worth of stock

Executive VP & CFO recently sold €406k worth of stock

Full year 2020 earnings released: EPS US$4.41 (vs US$5.14 in FY 2019)

Revenue misses expectations

New 90-day high: €38.40

Air Lease Corporation Announces Lease Placement of Two Airbus A320-200 Aircraft with Qanot Sharq Airlines (Uzbekistan)

Air Lease Corporation Announces Delivery of Two New Boeing 737-8 Aircraft to Sunwing Airlines

New 90-day high: €35.60

Air Lease Corporation Announces Delivery of New Airbus A320-200neo Aircraft to Peach

Air Lease Corporation Announces Lease Placement of One New Airbus A321-200Neo Aircraft with Pegasus Airlines

Insider recently sold €351k worth of stock

Upcoming Dividend of US$0.16 Per Share

New 90-day high: €34.60

Alaska Airlines Leases 13 New Boeing 737-9 Max Aircraft from Air Lease Corporation

Executive VP & CFO recently sold €200k worth of stock

Market bids up stock over the past week

Third quarter 2020 earnings released: EPS US$1.02

Revenue misses expectations

Market bids up stock over the past week