​

Air Lease Corporation

NYSE:AL Stock Report

Market Cap: US$6.6b

Air Lease (AL) Stock Overview

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. More details

AL fundamental analysis
Snowflake Score
Valuation3/6
Future Growth0/6
Past Performance4/6
Financial Health0/6
Dividends4/6

Rewards

Price-To-Earnings ratio (10.3x) is below the US market (18.8x)

Earnings grew by 15.8% over the past year

Trading at good value compared to peers and industry

Risk Analysis

Interest payments are not well covered by earnings

Earnings are forecast to decline by an average of 2.2% per year for the next 3 years

Significant insider selling over the past 3 months

Dividend of 1.5% is not well covered by free cash flows

+ 1 more risk

AL Community Fair Values

Create Narrative

See what 11 others think this stock is worth. Follow their fair value or set your own to get alerts.

AL logo
Air Lease
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts

New Aircraft Orders Will Expand Global Reach

Key Takeaways Continued demand and aircraft supply constraints support higher lease rates, revenue growth, and profitability improvements for Air Lease. Diversified funding and capital allocation enhance financial flexibility, supporting strategic growth and improved shareholder returns.
View narrative
US$54.82
FV
7.2% overvalued intrinsic discount
6.80%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
2 days ago author updated this narrative
AL logo
Air Lease
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts

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.
View narrative
US$69.00
FV
14.9% undervalued intrinsic discount
8.36%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
9 days ago author updated this narrative
AL logo
Air Lease
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts

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.
View narrative
US$50.00
FV
17.5% overvalued intrinsic discount
6.56%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
9 days ago author updated this narrative
View Air Lease Community

Air Lease Corporation Competitors

Price History & Performance

Summary of share price highs, lows and changes for Air Lease
Historical stock prices
Current Share PriceUS$58.75
52 Week HighUS$60.41
52 Week LowUS$38.25
Beta1.36
1 Month Change1.86%
3 Month Change42.74%
1 Year Change22.96%
3 Year Change74.44%
5 Year Change101.89%
Change since IPO110.20%

Recent News & Updates

Returns At Air Lease (NYSE:AL) Appear To Be Weighed Down

May 24
Returns At Air Lease (NYSE:AL) Appear To Be Weighed Down

AerCap Has More Tailwinds Than Air Lease

May 21

Recent updates

Returns At Air Lease (NYSE:AL) Appear To Be Weighed Down

May 24
Returns At Air Lease (NYSE:AL) Appear To Be Weighed Down

AerCap Has More Tailwinds Than Air Lease

May 21

Results: Air Lease Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates

May 08
Results: Air Lease Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates

Air Lease Corporation's (NYSE:AL) Shares Bounce 25% But Its Business Still Trails The Market

May 07
Air Lease Corporation's (NYSE:AL) Shares Bounce 25% But Its Business Still Trails The Market

Air Lease: Are Repurchases Imminent With Q1 Earnings?

Apr 29

Should You Investigate Air Lease Corporation (NYSE:AL) At US$45.84?

Apr 28
Should You Investigate Air Lease Corporation (NYSE:AL) At US$45.84?

Air Lease Corporation: Upside Despite Interest Headwinds

Feb 24

There's No Escaping Air Lease Corporation's (NYSE:AL) Muted Earnings

Feb 10
There's No Escaping Air Lease Corporation's (NYSE:AL) Muted Earnings

At US$46.66, Is It Time To Put Air Lease Corporation (NYSE:AL) On Your Watch List?

Jan 18
At US$46.66, Is It Time To Put Air Lease Corporation (NYSE:AL) On Your Watch List?

Air Lease Corporation: Aircraft Values Are Firmly Supported And So Is Upside For The Stock

Nov 28

Returns On Capital At Air Lease (NYSE:AL) Have Hit The Brakes

Nov 07
Returns On Capital At Air Lease (NYSE:AL) Have Hit The Brakes

Air Lease Corporation (NYSE:AL) Looks Inexpensive But Perhaps Not Attractive Enough

Oct 23
Air Lease Corporation (NYSE:AL) Looks Inexpensive But Perhaps Not Attractive Enough

Do Air Lease's (NYSE:AL) Earnings Warrant Your Attention?

Oct 08
Do Air Lease's (NYSE:AL) Earnings Warrant Your Attention?
author-image

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.

Air Lease (NYSE:AL) Will Pay A Dividend Of $0.21

Aug 22
Air Lease (NYSE:AL) Will Pay A Dividend Of $0.21

When Should You Buy Air Lease Corporation (NYSE:AL)?

Aug 20
When Should You Buy Air Lease Corporation (NYSE:AL)?

Air Lease (NYSE:AL) Has Announced A Dividend Of $0.21

Aug 05
Air Lease (NYSE:AL) Has Announced A Dividend Of $0.21

Air Lease Stock Crashes On Recession Fears, But Remains A Buy

Aug 04

Air Lease (NYSE:AL) Hasn't Managed To Accelerate Its Returns

Aug 01
Air Lease (NYSE:AL) Hasn't Managed To Accelerate Its Returns

Air Lease: Tremendous Value Hiding In "Plane" Sight

Mar 08

Air Lease: Nice Growth And Solid Margins At Cheap Valuation

Feb 01

Air Lease Corporation: Underappreciation For Airplane Assets Drives Significant Upside

Nov 06

Air Lease Corporation: I Still Prefer The Preferreds

Oct 04

Air Lease: Shares Underperforming Lately, Earnings Growth Questionable, Macro Risks

Aug 08

Air Lease: Still A Mixed Outlook, Maintain Hold

Feb 21

Shareholder Returns

ALUS Trade DistributorsUS Market
7D-1.7%1.0%-0.1%
1Y23.0%12.1%13.0%

Return vs Industry: AL exceeded the US Trade Distributors industry which returned 12.1% over the past year.

Return vs Market: AL exceeded the US Market which returned 13% over the past year.

Price Volatility

Is AL's price volatile compared to industry and market?
AL volatility
AL Average Weekly Movement3.9%
Trade Distributors Industry Average Movement6.1%
Market Average Movement6.4%
10% most volatile stocks in US Market17.0%
10% least volatile stocks in US Market3.2%

Stable Share Price: AL has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: AL's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
2010165John Pluegerwww.airleasecorp.com

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 sells aircraft from its fleet to third parties, including other leasing companies, financial services companies, airlines, and other investors. The company provides fleet management services to investors and owners of aircraft portfolios.

Air Lease Corporation Fundamentals Summary

How do Air Lease's earnings and revenue compare to its market cap?
AL fundamental statistics
Market capUS$6.59b
Earnings (TTM)US$639.38m
Revenue (TTM)US$2.81b
10.3x
P/E Ratio
2.3x
P/S Ratio

Is AL overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
AL income statement (TTM)
RevenueUS$2.81b
Cost of RevenueUS$1.17b
Gross ProfitUS$1.64b
Other ExpensesUS$1.00b
EarningsUS$639.38m

Last Reported Earnings

Mar 31, 2025

Next Earnings Date

Aug 04, 2025

Earnings per share (EPS)5.72
Gross Margin58.50%
Net Profit Margin22.77%
Debt/Equity Ratio252.9%

How did AL perform over the long term?

See historical performance and comparison

Dividends

1.5%
Current Dividend Yield
15%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/07/11 04:40
End of Day Share Price 2025/07/11 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Air Lease Corporation is covered by 23 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Terry MaBarclays
Garrett ChaseBarclays
James FotheringhamBMO Capital Markets Equity Research