Willis Lease Finance Corporation (WLFC)
WLFC's Q2 Earnings Fall Y/Y on Lower Maintenance Revenues
Lower maintenance reserve revenues and higher G&A and technical expenses weighed on WLFC's Q2 earnings per share, while higher lease rent provided some respite.
Willis Lease Finance Q2 Earnings Call Highlights
Willis Lease Finance NASDAQ: WLFC reported second-quarter 2026 revenue of $194 million, earnings before tax of $38.1 million and adjusted EBITDA of $120.7 million, as the aircraft-engine leasing company expanded assets under management and continued building its asset-management platform.
Willis Lease Finance Corporation (WLFC) Q2 2026 Earnings Call Transcript
Willis Lease Finance Corporation (WLFC) Q2 2026 Earnings Call Transcript
WLFC's Q1 Earnings Surge Y/Y on Strong Engine Leasing Demand
WLFC posts a year-over-year increase in earnings per share and revenues in the first quarter of 2026 as strong aviation leasing demand, asset sales and maintenance services growth boost results.
Willis Lease Finance Corporation (WLFC) Q1 2026 Earnings Call Transcript
Willis Lease Finance Corporation (WLFC) Q1 2026 Earnings Call Transcript
Willis Lease Finance: Engine Leasing Strength Supports Strong Buy Rating (Rating Upgrade)
WLFC's future-proofed engine portfolio and strong asset growth underpin robust revenue and EBITDA expansion. Traditional price-to-book valuation understates WLFC's value; EV/EBITDA and cash flow metrics better capture upside. I am upgrading WLFC to a strong buy with a $251 price target, citing improving cash flows and resilient demand.
Willis Lease Finance Corporation (WLFC) Q4 2025 Earnings Call Transcript
Willis Lease Finance Corporation (WLFC) Q4 2025 Earnings Call Transcript
WLFC Rallies 35% in 6 Months: Should You Buy the Stock?
Tight aircraft supply, firm lease rates and deep-pocketed partnerships position WLFC to drive durable cash flows, scale fee-based income and capitalize on aviation's multiyear upcycle.
WLFC Q3 Earnings Dip Y/Y Amid High Operating Costs, Revenues Up 25%
WLFC's Q3 earnings fall slightly due to higher taxes and expenses, but reported a 25% revenue surge. Management raises its quarterly dividend on strong leasing demand.
Willis Lease Finance: Wall Street Is Missing This Hidden Engine Powerhouse
Willis Lease Finance Corporation remains a Buy despite a 25% decline, with a $159.28 price target offering 29% upside potential. WLFC benefits from strong demand for leased engines and spare parts due to aircraft delivery delays, but faces capacity bottlenecks and capital needs. Recent earnings showed robust revenue growth but weaker operating leverage, with rising expenses and softer margins amid ongoing investment requirements.
Willis Lease Finance Corporation (WLFC) Q3 2025 Earnings Call Transcript
Willis Lease Finance Corporation ( WLFC ) Q3 2025 Earnings Call November 4, 2025 10:00 AM EST Company Participants Austin Willis - CEO & Director Scott Flaherty - Executive VP & CFO Conference Call Participants Louis Raffetto - Wolfe Research, LLC William Waller - M3F, Inc. Eric Gregg - Four Tree Island Advisory LLC Presentation Operator " Austin Willis CEO & Director " Scott Flaherty Executive VP & CFO " Louis Raffetto Wolfe Research, LLC " Wolfe Research, LLC William Waller M3F, Inc. " M3F, Inc. Eric Gregg Four Tree Island Advisory LLC " Four Tree Island Advisory LLC Operator Good day, and welcome to the Willis Lease Finance Corporation Third Quarter 2025 Earnings Call. Today's call is being recorded.
Willis Lease Finance: Looks Like All The Tailwinds Are Priced In
Persisting supply chain disruptions have resulted in delayed engine parts delivery, a few on-the-wing engines being serviced, high turnaround time, and even higher demand for spare engines. For the last quarter, Willis has recorded a record high revenue of $195 million and a 30% margin realization from gains on engine sales, reflecting high demand and residual value. With all the tailwinds listed, WLFC seemed to be priced fairly by the market, and the margin profile is concerning, given the increasing operational and interest expenses.
