Air Lease Corporation

NYSE:AL Stock Report

Market Cap: US$6.4b

Air Lease Past Earnings Performance

Past criteria checks 4/6

Air Lease has been growing earnings at an average annual rate of 2.2%, while the Trade Distributors industry saw earnings growing at 20.6% annually. Revenues have been growing at an average rate of 7.8% per year. Air Lease's return on equity is 8.8%, and it has net margins of 22.8%.

Key information

2.20%

Earnings growth rate

2.82%

EPS growth rate

Trade Distributors Industry Growth23.44%
Revenue growth rate7.79%
Return on equity8.84%
Net Margin22.77%
Last Earnings Update31 Mar 2025

Recent past performance updates

Recent updates

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?
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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

Little Excitement Around Air Lease Corporation's (NYSE:AL) Earnings

Jun 23
Little Excitement Around Air Lease Corporation's (NYSE:AL) Earnings

Is Now The Time To Put Air Lease (NYSE:AL) On Your Watchlist?

Jun 07
Is Now The Time To Put Air Lease (NYSE:AL) On Your Watchlist?

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

Air Lease Corporation: Shares Near Fair Value After A Strong Q4

Jan 25

Air Lease puts Airbus aircrafts on long-term contracts with Croatia Airlines

Jan 16

Air Lease prices $700M senior unsecured medium-term notes

Jan 10

Revenue & Expenses Breakdown

How Air Lease makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

NYSE:AL Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
31 Mar 252,8096392410
31 Dec 242,7343722200
30 Sep 242,7374902240
30 Jun 242,7075212230
31 Mar 242,7125522230
31 Dec 232,6855732210
30 Sep 232,5704972110
30 Jun 232,4724752050
31 Mar 232,3574591960
31 Dec 222,317-1391720
30 Sep 222,313-1311690
30 Jun 222,276-1311610
31 Mar 222,210-1521500
31 Dec 212,0884081520
30 Sep 211,9803731270
30 Jun 211,9493901160
31 Mar 211,9794481130
31 Dec 202,0155011130
30 Sep 202,0755551270
30 Jun 202,1125901400
31 Mar 202,0625701430
31 Dec 192,0175751440
30 Sep 191,9185521380
30 Jun 191,8385471290
31 Mar 191,7655381220
31 Dec 181,6805111150
30 Sep 181,6288441150
30 Jun 181,5547961090
31 Mar 181,5377821120
31 Dec 171,5167561110
30 Sep 171,4883821080
30 Jun 171,4673761080
31 Mar 171,4363671040
31 Dec 161,4193751000
30 Sep 161,375359980
30 Jun 161,333343970
31 Mar 161,288327940
31 Dec 151,223253940
30 Sep 151,182243960
30 Jun 151,131228960
31 Mar 151,083214980
31 Dec 141,050256980
30 Sep 141,007245980
30 Jun 14961231950

Quality Earnings: AL has a large one-off gain of $331.9M impacting its last 12 months of financial results to 31st March, 2025.

Growing Profit Margin: AL's current net profit margins (22.8%) are higher than last year (20.4%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: AL's earnings have grown by 2.2% per year over the past 5 years.

Accelerating Growth: AL's earnings growth over the past year (15.8%) exceeds its 5-year average (2.2% per year).

Earnings vs Industry: AL earnings growth over the past year (15.8%) exceeded the Trade Distributors industry -0.8%.

Return on Equity

High ROE: AL's Return on Equity (8.8%) is considered low.

Return on Assets

Return on Capital Employed

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/20 07:48
End of Day Share Price 2025/05/20 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