Air Lease Corporation

Air Lease Corporation

ALยทNYSE

$65.00

+0.0000%
IndustrialsRental & Leasing Services

Air Lease Corporation, an aircraft leasing company, engages in the purchase and leasing of commercial jet aircraft to airlines worldwide. It also sells aircraft from its operating lease portfolio 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 December 31, 2021, it owned a fleet of 382 aircraft, including 278 narrowbody aircraft and 104 widebody aircraft. The company was incorporated in 2010 and is headquartered in Los Angeles, California.

At a Glance

Live Snapshot
Market Cap$7.28B
EPS9.3500
P/E Ratio6.95
Earnings Date05/04/2026
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Air Lease Corporation Street Expectations Map

AL ยท NYSE

Wall Street analysts project that AL stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 65.00, with estimates ranging from a low of 65.00 to a high of 65.00.

Lowest Target
65.00
0.00%
Consensus Target
65.00
0.00%
Highest Target
65.00
0.00%

The consensus 1-year price target stands at 65.00, with estimates ranging from a low of 65.00 to a high of 65.00.

Analyst Consensus Analysis

Upside Potential

0.0%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Efficient pricing: Stock trading at fair value with strong consensus suggests market has priced in expectations. Look for fundamental inflection points or new catalysts to drive meaningful moves.

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Air Lease Corporation Forward Estimates of Revenue

AL ยท NYSE
Latest Revenue
3.02B
FY 2025
Avg Estimate
3.10B
FY 2026
Estimate Range
3.08B - 3.13B
Analyst Spread

Forward Growth Analysis

Projected Growth+2.9%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Air Lease Corporation Forward Estimates of Net Income

AL ยท NYSE
Latest Net Income
1.09B
FY 2025
Avg Estimate
572.81M
FY 2026
Estimate Range
567.10M - 578.53M
Analyst Spread

Forward Growth Analysis

Projected Growth-47.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Air Lease Corporation Forward Estimates of EPS

AL ยท NYSE
Latest EPS
9.35
FY 2025
Avg Estimate
$5.09
FY 2026
Estimate Range
$5.05 - $5.15
Analyst Spread

Forward Growth Analysis

Projected Growth-45.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Air Lease Corporation Forward Estimates of EBIT

AL ยท NYSE
Latest EBIT
1.52B
FY 2025
Avg Estimate
786.62M
FY 2026
Estimate Range
781.10M - 793.18M
Analyst Spread

Forward Growth Analysis

Projected Growth-48.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Air Lease Corporation Forward Estimates of EBITDA

AL ยท NYSE
Latest EBITDA
2.75B
FY 2025
Avg Estimate
2.07B
FY 2026
Estimate Range
2.05B - 2.08B
Analyst Spread

Forward Growth Analysis

Projected Growth-24.8%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Air Lease Corporation Forward Estimates of SG&A Expense

AL ยท NYSE
Latest SG&A Expense
268.37M
FY 2025
Avg Estimate
247.40M
FY 2026
Estimate Range
245.66M - 249.46M
Analyst Spread

Forward Growth Analysis

Projected Growth-7.8%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Air Lease Corporation Insider Positioning

AL ยท NYSE

During the last 12 months, insiders have sold $25.37M worth of AL shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

270.3K

17.31M

Net Activity

-17.3M

-$17.31M

6-9 Months

Bought

0

0.00

Sold

124.6K

7.95M

Net Activity

-8.0M

-$7.95M

9-12 Months

Bought

0

0.00

Sold

2.0K

110.87K

Net Activity

-111K

-$111K

Top Buyers

No buying activity

Top Sellers

1
PJL

Plueger John L

Director, Officer: Ceo And President

155.8K sharesโ€ข1 transactions

$9.98M

2
USF

Udvar-Hazy Steven F

Director

152.7K sharesโ€ข12 transactions

$9.77M

3
KK

Korde Kishore

Officer: Evp

30.2K sharesโ€ข1 transactions

$1.93M

4
WGB

Willis Gregory B

Officer: Evp And Cfo

23.5K sharesโ€ข1 transactions

$1.50M

5
HMJ

Hart Matthew J

Director

19.6K sharesโ€ข1 transactions

$1.25M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $25.37M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.