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Air Lease Corporation AL
Industrials - Rental & Leasing Services - NYSE - US
Watchlist
$ 41.8
-0.595 %
$ 4.67 B
Market Cap
12.55
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one AL stock under the worst case scenario is HIDDEN Compared to the current market price of 41.8 USD, Air Lease Corporation is HIDDEN

AL Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one AL stock under the base case scenario is HIDDEN Compared to the current market price of 41.8 USD, Air Lease Corporation is HIDDEN

AL Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one AL stock under the best case scenario is HIDDEN Compared to the current market price of 41.8 USD, Air Lease Corporation is HIDDEN

AL Intrinsic Value
HIDDEN
SHOW
2. FUNDAMENTAL ANALYSIS

Price Chart AL

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1M -14.0%
6M -4%
1Y -15%
3Y -3%
5Y 107%
All
$52.0$52.0$51.0$51.0$50.0$50.0$49.0$49.0$48.0$48.0$47.0$47.0$46.0$46.0$45.0$45.0$44.0$44.0$43.0$43.0$42.0$42.0$41.0$41.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
2.73 B REVENUE
1.81%
Growth Rates
1Year 1.81%
3Years 9.39%
5Years 6.27%
7Years 8.78%
10Years 10.04%
2.55 B OPERATING INCOME
78.14%
Growth Rates
1Year 78.14%
3Years 62.69%
5Years 26.96%
7Years 21.85%
10Years 19.68%
428 M NET INCOME
-30.41%
Growth Rates
1Year -30.41%
3Years -0.69%
5Years -6.14%
7Years -7.82%
10Years 5.27%
1.68 B OPERATING CASH FLOW
-4.00%
Growth Rates
1Year -4.00%
3Years 6.80%
5Years 3.79%
7Years 6.78%
10Years 8.11%
-3.04 B INVESTING CASH FLOW
-9.28%
Growth Rates
1Year -9.28%
3Years 0.63%
5Years 4.61%
7Years -5.10%
10Years -5.33%
1.37 B FINANCING CASH FLOW
91.47%
Growth Rates
1Year 91.47%
3Years 8.66%
5Years -11.08%
7Years 3.17%
10Years 2.71%
713 M REVENUE
3.29%
Growth Rates
1Year 1.81%
3Years 9.39%
5Years 6.27%
7Years 8.78%
10Years 10.04%
665 M OPERATING INCOME
86.88%
Growth Rates
1Year 78.14%
3Years 62.69%
5Years 26.96%
7Years 21.85%
10Years 19.68%
113 M NET INCOME
8.61%
Growth Rates
1Year -30.41%
3Years -0.69%
5Years -6.14%
7Years -7.82%
10Years 5.27%
430 M OPERATING CASH FLOW
-6.92%
Growth Rates
1Year -4.00%
3Years 6.80%
5Years 3.79%
7Years 6.78%
10Years 8.11%
-358 M INVESTING CASH FLOW
71.83%
Growth Rates
1Year -9.28%
3Years 0.63%
5Years 4.61%
7Years -5.10%
10Years -5.33%
-61.1 M FINANCING CASH FLOW
-7.46%
Growth Rates
1Year 91.47%
3Years 8.66%
5Years -11.08%
7Years 3.17%
10Years 2.71%
Balance Sheet Air Lease Corporation
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Current Assets 476 M
Cash & Short-Term Investments 473 M
Receivables 0
Other Current Assets 3.55 M
Non-Current Assets 31.8 B
Long-Term Investments 71.6 M
PP&E 28.9 B
Other Non-Current Assets 2.8 B
89.63 %8.67 %Total Assets$32.3b
Current Liabilities 1.41 B
Accounts Payable 1.27 B
Short-Term Debt 0
Other Current Liabilities 137 M
Non-Current Liabilities 23.3 B
Long-Term Debt 20.2 B
Other Non-Current Liabilities 3.13 B
5.14 %81.67 %12.63 %Total Liabilities$24.7b
EFFICIENCY
Earnings Waterfall Air Lease Corporation
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Revenue 2.73 B
Cost Of Revenue 0
Gross Profit 2.73 B
Operating Expenses 186 M
Operating Income 2.55 B
Other Expenses 2.12 B
Net Income 428 M
3b3b3b3b2b2b2b2b1b1b500m500m003b03b(186m)3b(2b)428mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
100.00% GROSS MARGIN
100.00%
Averages
1Year 100.00%
3Years 57.62%
5Years 49.66%
7Years 48.66%
10Years 48.84%
93.20% OPERATING MARGIN
93.20%
Averages
1Year 93.20%
3Years 58.69%
5Years 47.72%
7Years 45.28%
10Years 44.27%
13.61% NET MARGIN
13.61%
Averages
1Year 13.61%
3Years 10.77%
5Years 15.77%
7Years 19.77%
10Years 23.54%
4.94% ROE
4.94%
Averages
1Year 4.94%
3Years 4.02%
5Years 5.36%
7Years 6.84%
10Years 8.57%
1.15% ROA
1.15%
Averages
1Year 1.15%
3Years 0.94%
5Years 1.30%
7Years 1.71%
10Years 2.15%
6.62% ROIC
6.62%
Averages
1Year 6.62%
3Years 4.11%
5Years 3.28%
7Years 3.17%
10Years 3.24%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Air Lease Corporation
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00(500m)(500m)(1b)(1b)(1b)(1b)(2b)(2b)(2b)(2b)(3b)(3b)(3b)(3b)20162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 428 M
Depreciation & Amortization 1.14 B
Capital Expenditures -4.17 B
Stock-Based Compensation 33.9 M
Change in Working Capital 80.5 M
Others -66.5 M
Free Cash Flow -2.5 B
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Air Lease Corporation
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Wall Street analysts predict an average 1-year price target for AL of $56.3 , with forecasts ranging from a low of $50 to a high of $65 .
AL Lowest Price Target Wall Street Target
50 USD 19.62%
AL Average Price Target Wall Street Target
56.3 USD 34.77%
AL Highest Price Target Wall Street Target
65 USD 55.50%
Price
Max Price Target
Min Price Target
Average Price Target
656560605555505045454040May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
0.67% DIVIDEND YIELD
0.22 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
0.9000.9000.8000.8000.7000.7000.6000.6000.5000.5000.4000.4000.3000.3000.2000.2000.1000.1000.0000.0000.040.050.0750.10.130.150.160.1850.20.210.220.040.050.0750.10.130.150.160.1850.20.210.040.050.0750.10.130.150.160.1850.20.210.050.170.0750.230.10.320.130.430.150.540.160.610.1850.670.20.750.210.810.220.850.222015201520162016201720172018201820192019202020202021202120222022202320232024202420252025
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5. COMPETITION
slide 2 of 9
6. Ownership
Insider Ownership Air Lease Corporation
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
1.63 M USD 3
6-9 MONTHS
0 USD 0
9-12 MONTHS
564 K USD 1
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Air Lease gets $329 million in insurance payout for jets stranded in Russia Aircraft lessor Air Lease Corp said on Monday it has received $328.5 million in cash, as part of certain insurance settlements related to its aircraft which were blocked from leaving Russia after the country's invasion of Ukraine. reuters.com - 3 weeks ago
Air Lease Names Grant Newman as Treasurer LOS ANGELES--(BUSINESS WIRE)--Air Lease (NYSE: AL) announced today the appointment of Grant Newman as Senior Vice President and Treasurer, effective March 17. Grant Newman is an experienced finance, strategy and aviation executive, with over 20 years in finance, more than 15 of which have been in aviation and aerospace. He most recently served as the CFO of Elroy Air, an aerospace start-up, from 2021-2025, where he led the finance, supply chain, government affairs and legal departments. Prior t. businesswire.com - 1 month ago
Air Lease Introduces New Logo and Website, Celebrating 15 Years LOS ANGELES--(BUSINESS WIRE)--Air Lease (NYSE: AL) unveiled a new logo and website today in commemoration of the company's 15 years in business. In addition to the reimagined logo, Air Lease has also announced a rebranding to “Air Lease” or “AL” to align with the company's NYSE ticker symbol. "We are excited to introduce our new logo and website today,” said John L. Plueger, Chief Executive Officer and President of Air Lease. “Air Lease's new look represents the company's commitment to innovati. businesswire.com - 1 month ago
Steven Udvar-Házy to Retire from Air Lease Corporation LOS ANGELES--(BUSINESS WIRE)--Air Lease Corporation (NYSE: AL) (“ALC” or the “Company”) today announced that Executive Chairman Steven Udvar-Házy will retire on May 2, 2025, following the Company's 2025 Annual Meeting of Stockholders. Mr. Udvar-Házy will continue to serve on the Company's Board of Directors as non-executive Chairman until the Company's 2026 annual meeting of stockholders. Mr. Udvar-Házy founded Air Lease Corporation in 2010 and served as Chairman and Chief Executive Officer unt. businesswire.com - 1 month ago
Air Lease Corporation to Speak at J.P. Morgan Industrials Conference LOS ANGELES--(BUSINESS WIRE)--Air Lease Corporation (NYSE: AL) announced today that Steven F. Udvar-Házy, Executive Chairman, John L. Plueger, Chief Executive Officer and President, and Gregory B. Willis, Executive Vice President and Chief Financial Officer, will be speaking at the J.P. Morgan Industrials Conference 2025 in New York City on Wednesday, March 12, 2025 at 11:15 a.m. Eastern Time. ALC's participation will be broadcast live through a link on the Investors page of the Air Lease Corpo. businesswire.com - 1 month ago
Is the Options Market Predicting a Spike in Air Lease (AL) Stock? Investors need to pay close attention to Air Lease (AL) stock based on the movements in the options market lately. zacks.com - 1 month ago
Air Lease Corporation: Upside Despite Interest Headwinds Air Lease Corporation: Upside Despite Interest Headwinds seekingalpha.com - 1 month ago
Air Lease Corporation Announces Lease Placement of Five New Airbus A321neo LR/XLR Aircraft with Qanot Sharq (Uzbekistan) LOS ANGELES--(BUSINESS WIRE)--Today Air Lease Corporation (NYSE: AL) announced long-term lease agreements with Qanot Sharq Airlines for five new Airbus A321neo aircraft, including three A321-200neo XLRs and two A321-200neo LRs. The aircraft are scheduled to deliver to the Uzbek airline in 2026 and 2027 from Air Lease's orderbook with Airbus. “We are pleased to further strengthen our partnership with Qanot Sharq and support the airline's continued growth with the addition of five new Airbus A321. businesswire.com - 1 month ago
Air Lease Q4 Earnings & Revenues Top Estimates, Decline Y/Y AL's fourth-quarter 2024 earnings were hurt by higher interest expense, driven by the increase in its composite cost of funds and overall outstanding debt balance. zacks.com - 2 months ago
Air Lease Corporation (AL) Q4 2024 Earnings Call Transcript Air Lease Corporation (NYSE:AL ) Q4 2024 Earnings Conference Call February 13, 2024 4:30 PM ET Company Participants Jason Arnold - Head, IR Steven Hazy - Executive Chairman John Plueger - CEO and President Gregory Willis - EVP and CFO Conference Call Participants Catherine O'Brien - Goldman Sachs Terry Ma - Barclays Jamie Baker - JPMorgan Moshe Orenbuch - TD Cowen Hillary Cacanando - Deutsche Bank Stephen Trent - Citi Ron Epstein - Bank of America Operator Good afternoon, my name is Christa and I will be your conference operator today. At this time, I would like to welcome everyone to the Air Lease Fourth Quarter 2024 Earnings Conference Call. seekingalpha.com - 2 months ago
Air Lease Corp reports lower revenue as jet delivery delays bite Air Lease Corp on Thursday reported lower quarterly revenue as lessors wrestle with delays in taking deliveries of commercial jets from planemakers Boeing and Airbus despite strong travel demand. reuters.com - 2 months ago
Air Lease to Report Q4 Earnings: What's in Store for the Stock? AL's fourth-quarter 2024 performance is expected to have been weighed down by higher interest expenses and rising operating expenses. zacks.com - 2 months ago
8. Profile Summary

Air Lease Corporation AL

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COUNTRY US
INDUSTRY Rental & Leasing Services
MARKET CAP $ 4.67 B
Dividend Yield 0.67%
Description 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.
Contact 2000 Avenue of the Stars, Los Angeles, CA, 90067 https://www.airleasecorp.com
IPO Date April 19, 2011
Employees 165
Officers Mr. Jason Arnold Vice President of Investor Relations Mr. Gregory B. Willis II, CPA Executive Vice President & Chief Financial Officer Ms. Carol H. Forsyte J.D. Executive Vice President, General Counsel, Corporate Secretary & Chief Compliance Officer Mr. Kishore Korde Executive Vice President of Marketing Mr. Alex A. Khatibi Executive Vice President of Marketing Mr. Eric Hoogenkamp Senior Vice President of Technical Asset Management Ms. Courtney McKeown Senior Vice President of Human Resources Mr. Steven F. Udvar-Hazy Executive Chairman of the Board Mr. John L. Plueger CPA Chief Executive Officer, President & Director Mr. Grant A. Levy J.D. Executive Vice President of Marketing & Commercial Affairs