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Air Lease (AL) Hisse Özeti
Bir uçak kiralama şirketi olan Air Lease Corporation, Asya Pasifik, Avrupa, Orta Doğu, Afrika, Meksika, Orta Amerika, Güney Amerika, Amerika Birleşik Devletleri ve Kanada'daki havayolu şirketlerine ticari jet uçakları satın almakta ve kiralamaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 3/6 |
| Gelecekteki Büyüme | 0/6 |
| Geçmiş Performans | 4/6 |
| Finansal Sağlık | 1/6 |
| Temettüler | 3/6 |
Ödüller
Risk Analizi
AL Community Fair Values
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Analyst Price Targets
Air Lease Corporation Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$65.00 |
| 52 Haftanın En Yüksek Seviyesi | US$65.00 |
| 52 Haftanın En Düşük Seviyesi | US$38.25 |
| Beta | 1.08 |
| 1 Aylık Değişim | 0.74% |
| 3 Aylık Değişim | 1.23% |
| 1 Yıllık Değişim | 60.65% |
| 3 Yıllık Değişim | 66.67% |
| 5 Yıllık Değişim | 34.63% |
| Halka arzdan bu yana değişim | 132.56% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • Mar 28
AL: New Aircraft Deliveries And Stable Margins Will Support Fair Outlook
Analysts have kept their $65 price target for Air Lease unchanged, citing relatively steady fair value assumptions, along with only modest updates to the discount rate and future P/E inputs. What's in the News Air Lease delivered one new Boeing 737-8 aircraft to Air Canada, expanding the lessor's presence with a major North American carrier (Key Developments).Anlatı Güncellemesi • Mar 09
AL: New Lease Deliveries And Stable Margins Will Support Steady Outlook
Analysts have kept their fair value estimate for Air Lease steady at $65.00, with a slightly lower discount rate and a modestly reduced forward P/E assumption supporting the updated price target rationale. What's in the News Air Lease delivered one new Boeing 737-8 aircraft to Air Canada, the first of five 737-8s scheduled to be delivered to the airline in 2026 under existing lease arrangements (Key Developments).Anlatı Güncellemesi • Feb 23
AL: Lease Deliveries And Margin Outlook Will Support Steady Future Prospects
Analysts have maintained their $65 price target on Air Lease, citing updated assumptions that combine a slightly higher discount rate, a lower future P/E, and a materially higher profit margin outlook as key factors supporting this unchanged valuation view. What's in the News Air Lease delivered one new Boeing 737-8 aircraft to Air Canada, the first of five 737-8 aircraft scheduled to be delivered to the airline in 2026 on lease from the company (Key Developments).Recent updates
Anlatı Güncellemesi • Mar 28
AL: New Aircraft Deliveries And Stable Margins Will Support Fair Outlook
Analysts have kept their $65 price target for Air Lease unchanged, citing relatively steady fair value assumptions, along with only modest updates to the discount rate and future P/E inputs. What's in the News Air Lease delivered one new Boeing 737-8 aircraft to Air Canada, expanding the lessor's presence with a major North American carrier (Key Developments).Anlatı Güncellemesi • Mar 09
AL: New Lease Deliveries And Stable Margins Will Support Steady Outlook
Analysts have kept their fair value estimate for Air Lease steady at $65.00, with a slightly lower discount rate and a modestly reduced forward P/E assumption supporting the updated price target rationale. What's in the News Air Lease delivered one new Boeing 737-8 aircraft to Air Canada, the first of five 737-8s scheduled to be delivered to the airline in 2026 under existing lease arrangements (Key Developments).Anlatı Güncellemesi • Feb 23
AL: Lease Deliveries And Margin Outlook Will Support Steady Future Prospects
Analysts have maintained their $65 price target on Air Lease, citing updated assumptions that combine a slightly higher discount rate, a lower future P/E, and a materially higher profit margin outlook as key factors supporting this unchanged valuation view. What's in the News Air Lease delivered one new Boeing 737-8 aircraft to Air Canada, the first of five 737-8 aircraft scheduled to be delivered to the airline in 2026 on lease from the company (Key Developments).Anlatı Güncellemesi • Feb 08
AL: New Lease Deliveries And Steady Outlook Will Shape Balanced Prospects
Analysts have held their Air Lease fair value estimate steady at US$65.00 per share, citing slightly lower discount rate, revenue growth, and profit margin assumptions, along with a modestly higher future P/E multiple, to justify the unchanged target. What's in the News Air Lease delivered one new Boeing 737-8 aircraft to Air Canada, the first of five 737-8s scheduled to be delivered to the airline in 2026 on lease from Air Lease (Key Developments).Anlatı Güncellemesi • Jan 25
AL: Lease Deliveries And Merger Vote Will Shape Steady Forward Outlook
Analysts have kept their fair value estimate for Air Lease steady at $65.00, citing only small adjustments to their discount rate, revenue growth outlook, profit margin assumptions, and future P/E expectations rather than any major change in the core thesis. What's in the News Delivered one new Airbus A321-200neoXLR aircraft on long term lease to Uzbekistan based airline Qanot Sharq, the first A321XLR in that carrier's fleet and the first of four A321XLRs scheduled to come from Air Lease.Anlatı Güncellemesi • Jan 10
AL: Future Lease Deliveries And Merger Vote Will Shape Balanced Outlook
Analysts have adjusted their price target on Air Lease to US$65.00 from US$66.67, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E estimates. What's in the News Air Lease delivered one new Airbus A321-200neoXLR aircraft to Uzbekistan based airline Qanot Sharq, the first A321XLR in the airline's fleet and the first of four on long term lease from Air Lease (Key Developments).
Anlatı Güncellemesi • Dec 26
AL: Slower Expansion And Merger Vote Will Shape Balanced Risk Profile
Analysts have modestly reduced their price target on Air Lease by 1.00 dollar to 68.00 dollars. They cite slightly slower expected revenue growth, lower projected profit margins, and a higher discount rate that is only partly offset by a richer assumed future price to earnings multiple.
Anlatı Güncellemesi • Dec 12
AL: Future Leases And Margin Pressure Will Likely Keep Shares Balanced
Analysts have raised their price target on Air Lease to approximately 65.00 dollars from about 50.99 dollars, citing expectations for faster top line growth and a higher future earnings multiple that more than offset slightly higher discount rates and margin compression. What's in the News Air Lease has scheduled a Special and Extraordinary Shareholders Meeting for December 18, 2025, to address key corporate matters (Key Developments) The company announced a long term lease agreement with startup carrier Sun PhuQuoc Airways for one new Airbus A321-200neo, with delivery planned in 2027 (Key Developments) Air Lease signed long term lease agreements with Magnifica Air for six new Airbus jets, including four A220-300s and two A321-200neos, all slated for delivery in 2027 to support the startup airline's launch plans (Key Developments) Valuation Changes The Fair Value Estimate has risen significantly, from about 51 dollars to 65 dollars per share.Seeking Alpha • Oct 01
Why Air Lease's $65 Offer Adds Up On Paper... And Still Fails Investors
Summary Air Lease Corporation is subject to a $65/share acquisition offer, which aligns with book value but is not compelling for investors. Falling interest rates could improve AL's net margins, but the offer reflects historically thin gain-on-sale margins for AL and a younger fleet, limiting upside. AerCap is unlikely to bid for Air Lease Corporation, as its acquisition strategy favors discounts to book value and distressed sellers, which doesn't fit AL's profile. While the $65 offer makes financial sense for acquirers, it remains underwhelming for AL shareholders and management should seek a better deal. Read the full article on Seeking AlphaAnlatı Güncellemesi • Sep 18
Fuel Efficient Aircraft Demand Will Create Leasing Opportunities Amid Risks
Air Lease's consensus price target has been raised, primarily reflecting an expansion in its Future P/E multiple while net profit margins remained stable, resulting in a new fair value estimate of $66.67. What's in the News Sumitomo Corporation, Apollo, Brookfield, and SMBC Aviation Capital agreed to acquire Air Lease Corporation for $7.4 billion; Air Lease stockholders will receive $65.00 per share in cash.Anlatı Güncellemesi • Sep 03
Fuel Efficient Aircraft Demand Will Create Leasing Opportunities Amid Risks
The modest reduction in Air Lease's analyst price target is primarily driven by a lower future P/E multiple, with the fair value falling from $65.67 to $62.75. What's in the News Sumitomo Corporation, Apollo, Brookfield, and SMBC Aviation Capital agreed to acquire Air Lease for $7.4 billion, with shareholders to receive $65.00 per share in cash; the deal is expected to close in the first half of 2026, subject to regulatory and shareholder approvals.Analiz Makalesi • Aug 11
We Think That There Are Issues Underlying Air Lease's (NYSE:AL) Earnings
Air Lease Corporation ( NYSE:AL ) announced strong profits, but the stock was stagnant. Our analysis suggests that this...Analiz Makalesi • Aug 07
Air Lease Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
NYSE:AL 1 Year Share Price vs Fair Value Explore Air Lease's Fair Values from the Community and select yours Air Lease...Analiz Makalesi • Jul 26
If EPS Growth Is Important To You, Air Lease (NYSE:AL) Presents An Opportunity
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Seeking Alpha • Apr 29
Air Lease: Are Repurchases Imminent With Q1 Earnings?
Summary With the recent $329 million in insurance recoveries, Air Lease may have reached its targeted 2.5x debt-to-equity level, opening the door to potential repurchases. Air Lease trades at a substantial discount to an estimated $71-$72 in book value, making repurchases at this level enormously accretive. The weaker dollar could benefit Air Lease and lead to increased aircraft sales beyond the $2 billion guidance. The retirement of chairman and founder Steven Hazy, along with the substantial discount to book value and attractive order book, could make Air Lease an acquisition target. Read the full article on Seeking AlphaSeeking Alpha • Feb 24
Air Lease Corporation: Upside Despite Interest Headwinds
Summary Air Lease Corporation's stock declined due to geopolitical uncertainties, impacting demand and increasing financing costs, despite stable aircraft values. The company’s revenue rose slightly, but higher interest expenses and depreciation led to a significant drop in net income. The annualized net spread fell from 2.9% to 1.7% due to increased interest expenses and depreciation. Despite current challenges, I maintain a buy rating with a $56.34 price target, noting long-term potential and a stock trading below book value. Read the full article on Seeking AlphaSeeking Alpha • Nov 28
Air Lease Corporation: Aircraft Values Are Firmly Supported And So Is Upside For The Stock
Summary Air Lease Corporation's stock has risen 30% since August, driven by a 4.7% revenue increase and higher aircraft sales despite higher operating expenses. Net spread remains pressured due to the inability to pass higher interest rates on existing leases, but post-pandemic leases in 2025 should improve net spread. Valuation based on book value suggests a 6-11% upside, while EV/EBITDA valuation projects a $61.79 price target for 2025, maintaining a buy rating. Despite net spread compression, high demand for airplanes and strong balance sheet value make Air Lease Corporation a relatively safe investment with future upside potential. Read the full article on Seeking Alpha
Yeni Anlatı • Aug 30
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.Seeking Alpha • Aug 04
Air Lease Stock Crashes On Recession Fears, But Remains A Buy
Summary Air Lease Corporation stock tumbled 14% due to negative market sentiment. Margins under pressure with decreased revenues and increased expenses. Despite recession fears, Air Lease Corporation remains a buy with double-digit upside based on book value and enterprise value. Read the full article on Seeking AlphaHissedar Getirileri
| AL | US Trade Distributors | US Pazar | |
|---|---|---|---|
| 7D | 0.09% | 5.0% | -3.3% |
| 1Y | 60.7% | 21.5% | 22.3% |
Getiri vs. Endüstri: AL geçen yıl % 21.5 oranında getiri sağlayan US Trade Distributors sektörünü aştı.
Getiri vs Piyasa: AL geçen yıl % 22.3 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| AL volatility | |
|---|---|
| AL Average Weekly Movement | 0.3% |
| Trade Distributors Industry Average Movement | 7.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: AL son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: AL 'nin haftalık oynaklığı ( 0% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2010 | 160 | John Plueger | www.airleasecorp.com |
Bir uçak kiralama şirketi olan Air Lease Corporation, Asya Pasifik, Avrupa, Orta Doğu, Afrika, Meksika, Orta Amerika, Güney Amerika, Amerika Birleşik Devletleri ve Kanada'daki havayolu şirketlerine ticari jet uçaklarının satın alınması ve kiralanması faaliyetlerini yürütmektedir. Şirket ayrıca diğer leasing şirketleri, finansal hizmetler şirketleri, havayolları ve diğer yatırımcılar da dahil olmak üzere üçüncü taraflara uçak satmaktadır. Ayrıca, yatırımcılara ve uçak portföyü sahiplerine filo yönetimi hizmetleri sunmaktadır.
Air Lease Corporation Temel Bilgiler Özeti
| AL temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$7.28b |
| Kazançlar(TTM) | US$1.04b |
| Gelir(TTM) | US$3.02b |
7.0x
F/K Oranı2.4x
P/S OranıAL aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| AL gelir tablosu (TTM) | |
|---|---|
| Gelir | US$3.02b |
| Gelir Maliyeti | US$1.22b |
| Brüt Kâr | US$1.79b |
| Diğer Giderler | US$748.16m |
| Kazançlar | US$1.04b |
Son Raporlanan Kazançlar
Dec 31, 2025
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 9.32 |
| Brüt Marj | 59.43% |
| Net Kâr Marjı | 34.62% |
| Borç/Özkaynak Oranı | 232.9% |
AL uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
1.4%
Mevcut Temettü Verimi9%
Ödeme OranıAL güvenilir bir temettü ödüyor mu?
AL temettü geçmişine ve kıyaslamalara bakın| Air Lease temettü tari̇hleri̇ | |
|---|---|
| Eski Temettü Tarihi | Mar 02 2026 |
| Temettü Ödeme Tarihi | Apr 07 2026 |
| Eski temettüye kadar geçen günler | 101 days |
| Temettü ödeme tarihine kadar geçen günler | 65 days |
AL güvenilir bir temettü ödüyor mu?
AL temettü geçmişine ve kıyaslamalara bakınŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/04/07 16:21 |
| Gün Sonu Hisse Fiyatı | 2026/04/07 00:00 |
| Kazançlar | 2025/12/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Air Lease Corporation 18 Bu analistlerden 3, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Garrett Chase | Barclays |
| Terry Ma | Barclays |
| James Fotheringham | BMO Capital Markets Equity Research |