Air Lease Corporation (NYSE:AL ) Q2 2025 Earnings Conference Call August 4, 2025 4:30 PM ET Company Participants Gregory B. Willis - Executive VP & CFO Jason Arnold - Vice President of Investor Relations John L.
Air Lease (AL) came out with quarterly earnings of $1.4 per share, beating the Zacks Consensus Estimate of $1.33 per share. This compares to earnings of $1.23 per share a year ago.
Air Lease Corporation's strong Q2 results, insurance recoveries, and robust leasing activity have restored financial strength and improved capital allocation flexibility. The company benefits from a secure, long-term lease book, high fleet quality, and strong global demand, supporting predictable cash flows and resilience. Interest rate risks and delivery delays remain, but AL's financing model, low funding costs, and high lease coverage provide durable earnings power.
AL benefits from its robust fleet size, contributing to an encouraging activity update for the second quarter of 2025.
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.
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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.
AL's top line benefits from continuous growth in its fleet, profits earned from aircraft sales and higher end-of-lease revenues.
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.
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.
Here is how Air Lease (AL) and Japan Airlines Ltd (JAPSY) have performed compared to their sector so far this year.
Air Lease (AL) reported earnings 30 days ago. What's next for the stock?