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Industrials - Rental & Leasing Services - NYSE - US
$ 57.52
-1.35 %
$ 6.43 B
Market Cap
10.06
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Jul, 6, 2025.

The intrinsic value of one AL stock under the worst case scenario is HIDDEN Compared to the current market price of 57.5 USD, Air Lease Corporation is HIDDEN

This DCF valuation model was last updated on Jul, 6, 2025.

The intrinsic value of one AL stock under the base case scenario is HIDDEN Compared to the current market price of 57.5 USD, Air Lease Corporation is HIDDEN

This DCF valuation model was last updated on Jul, 6, 2025.

The intrinsic value of one AL stock under the best case scenario is HIDDEN Compared to the current market price of 57.5 USD, Air Lease Corporation is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart AL

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$60.0$60.0$58.0$58.0$56.0$56.0$54.0$54.0$52.0$52.0$50.0$50.0$48.0$48.0$46.0$46.0$44.0$44.0$42.0$42.0$40.0$40.0Feb '25Feb '25Mar '25Mar '25Apr '25Apr '25May '25May '25Jun '25Jun '25Jul '25Jul '25
FINANCIALS
2.73 B REVENUE
1.81%
588 M OPERATING INCOME
-58.88%
428 M NET INCOME
-30.41%
1.68 B OPERATING CASH FLOW
-4.00%
-3.04 B INVESTING CASH FLOW
-9.28%
1.37 B FINANCING CASH FLOW
91.47%
738 M REVENUE
3.56%
679 M OPERATING INCOME
340.85%
376 M NET INCOME
232.83%
388 M OPERATING CASH FLOW
-9.68%
-102 M INVESTING CASH FLOW
71.46%
-302 M FINANCING CASH FLOW
-393.88%
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 32.6 B
Long-Term Investments 71.6 M
PP&E 28.9 B
Other Non-Current Assets 3.58 B
87.52 %10.82 %Total Assets$33.1b
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 1.93 B
Gross Profit 808 M
Operating Expenses 220 M
Operating Income 588 M
Other Expenses 160 M
Net Income 428 M
3b3b3b3b2b2b2b2b1b1b500m500m003b(2b)808m(220m)588m(160m)428mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
29.55% GROSS MARGIN
29.55%
21.51% OPERATING MARGIN
21.51%
15.65% NET MARGIN
15.65%
5.68% ROE
5.68%
1.33% ROA
1.33%
1.49% ROIC
1.49%
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 -13.07%
AL Average Price Target Wall Street Target
56.3 USD -2.06%
AL Highest Price Target Wall Street Target
65 USD 13.00%
Price
Max Price Target
Min Price Target
Average Price Target
656560605555505045454040Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26Jun '26Jun '26Jul '26Jul '26
4. DIVIDEND ANALYSIS
0.46% DIVIDEND YIELD
0.22 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
0.9000.9000.8000.8000.7000.7000.6000.6000.5000.5000.4000.4000.3000.3000.2000.2000.1000.1000.0000.0000.040.050.0750.10.130.150.160.1850.20.210.220.040.050.0750.10.130.150.160.1850.20.210.220.040.050.0750.10.130.150.160.1850.20.210.050.170.0750.230.10.320.130.430.150.540.160.610.1850.670.20.750.210.810.220.850.442015201520162016201720172018201820192019202020202021202120222022202320232024202420252025
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5. COMPETITION
slide 2 of 6
6. Ownership
Insider Ownership Air Lease Corporation
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Sold
0-3 MONTHS
568 K USD 1
3-6 MONTHS
0 USD 0
6-9 MONTHS
1.63 M USD 3
9-12 MONTHS
0 USD 0
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
Should Value Investors Buy Air Lease (AL) Stock? Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. zacks.com - 2 weeks ago
Why Air Lease (AL) is a Top Value Stock for the Long-Term Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores. zacks.com - 2 weeks ago
Air Lease Announces Second Quarter 2025 Earnings Conference Call LOS ANGELES--(BUSINESS WIRE)--Air Lease (NYSE: AL) will host a conference call on August 4, 2025 at 4:30 PM Eastern Time to discuss the Company's financial results for the second quarter of 2025. Investors can participate in the conference call by dialing 1 (800) 715-9871 domestic or 1 (646) 307-1963 international. The passcode for the call is 4869598. The conference call will also be broadcast live through a link on the Investors page of the Air Lease website at www.airleasecorp.com. Please vi. businesswire.com - 3 weeks ago
3 Stocks to Watch From the Transport Equipment & Leasing Industry Headwinds, including inflation, tariff-related tensions and lingering supply-chain disruptions, hurt the Zacks Transportation - Equipment and Leasing industry. WAB, AL and GBX are likely to stand out. zacks.com - 3 weeks ago
AL or WAB: Which Is the Better Value Stock Right Now? Investors interested in Transportation - Equipment and Leasing stocks are likely familiar with Air Lease (AL) and Westinghouse Air Brake Technologies (WAB). But which of these two stocks offers value investors a better bang for their buck right now? zacks.com - 3 weeks ago
Is Air Lease (AL) Stock Outpacing Its Transportation Peers This Year? Here is how Air Lease (AL) and Grupo Aeroportuario del Sureste (ASR) have performed compared to their sector so far this year. zacks.com - 3 weeks ago
Here's Why You Should Add Air Lease Stock to Your Portfolio Now AL's top line benefits from continuous growth in its fleet, profits earned from aircraft sales and higher end-of-lease revenues. zacks.com - 1 month ago
Are Investors Undervaluing Air Lease (AL) Right Now? Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. zacks.com - 1 month ago
Air Lease CEO on airplane demand amid tariffs and geopolitics Air Lease CEO John Plueger said Monday that aircraft demand remains "very strong" around the world even amid tariff uncertainty, geopolitical conflicts and the fatal crash of an Air India flight last week. youtube.com - 1 month ago
Quality of Boeing 737 Max deliveries has become 'measurably better,' Air Lease Corp CEO says Air Lease CEO John Plueger joins CNBC's Phil LeBeau at the Paris Air Show to discuss the aviation demand environment, challenges at Boeing and U.S. tariffs. youtube.com - 1 month ago
AL vs. WAB: Which Stock Is the Better Value Option? Investors looking for stocks in the Transportation - Equipment and Leasing sector might want to consider either Air Lease (AL) or Westinghouse Air Brake Technologies (WAB). But which of these two stocks offers value investors a better bang for their buck right now? zacks.com - 1 month ago
Are Transportation Stocks Lagging Air Lease (AL) This Year? Here is how Air Lease (AL) and Japan Airlines Ltd (JAPSY) have performed compared to their sector so far this year. zacks.com - 1 month ago
8. Profile Summary

Air Lease Corporation AL

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COUNTRY US
INDUSTRY Rental & Leasing Services
MARKET CAP $ 6.43 B
Dividend Yield 0.46%
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. John L. Plueger CPA Chief Executive Officer, President & Director Mr. Gregory B. Willis II, CPA Executive Vice President & Chief Financial Officer Mr. Grant A. Levy J.D. Executive Vice President of Marketing & Commercial Affairs Mr. Eric Hoogenkamp Senior Vice President of Technical Asset Management Ms. Courtney McKeown Senior Vice President of Human Resources Mr. Kishore Korde Executive Vice President of Marketing Mr. Alex A. Khatibi Executive Vice President of Marketing Mr. John D. Poerschke Executive Vice President of Aircraft Procurement & Specification and Manufacturer Relations Mr. Jason Arnold Vice President of Investor Relations Ms. Carol H. Forsyte J.D. Executive Vice President, General Counsel, Corporate Secretary & Chief Compliance Officer