AL Stock - Air Lease Corporation
Unlock GoAI Insights for AL
Get institutional-grade AI analysis, real-time signals, and deep market intelligence powered by advanced machine learning.
Free 14-day trial • No credit card required
Premium members get real-time SMS alerts
Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $2.73B | $2.68B | $2.32B | $2.09B | $2.02B |
| Gross Profit | $807.90M | $961.29M | $858.42M | $743.43M | $803.01M |
| Gross Margin | 29.6% | 35.8% | 37.0% | 35.6% | 39.8% |
| Operating Income | $588.08M | $740.66M | $685.97M | $591.64M | N/A |
| Net Income | $427.70M | $614.62M | $-97,024,000 | $436.63M | $516.26M |
| Net Margin | 15.6% | 22.9% | -4.2% | 20.9% | 25.6% |
| EPS | $3.34 | $5.16 | $-1.24 | $3.58 | $4.41 |
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.
Visit WebsiteRating Distribution
Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| September 3rd 2025 | Deutsche Bank | Downgrade | Hold | $65 |
| May 20th 2025 | Citigroup | Upgrade | Buy | $68 |
| March 7th 2025 | BofA Securities | Downgrade | Underperform | $50← $72 |
| November 21st 2024 | Goldman | Resumed | Buy | $65 |
| July 29th 2024 | TD Cowen | Resumed | Buy | $58← $56 |
| May 7th 2024 | TD Cowen | Reiterated | Buy | $56← $59 |
| January 10th 2024 | BMO Capital Markets | Initiation | Outperform | $54 |
| November 15th 2023 | Barclays | Initiation | Overweight | $46 |
| May 15th 2023 | Citigroup | Initiation | Neutral | $41 |
| February 28th 2023 | Goldman | Resumed | Buy | $59 |
Earnings History & Surprises
ALEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | May 4, 2026 | — | — | — | — |
Q1 2026 | Feb 12, 2026 | $1.46 | — | — | — |
Q4 2025 | Nov 3, 2025 | $1.60 | $1.29 | -19.4% | ✗ MISS |
Q3 2025 | Aug 4, 2025 | $1.33 | $1.40 | +5.3% | ✓ BEAT |
Q2 2025 | May 5, 2025 | $1.24 | $1.51 | +21.8% | ✓ BEAT |
Q1 2025 | Feb 13, 2025 | $0.82 | $1.34 | +63.4% | ✓ BEAT |
Q4 2024 | Nov 7, 2024 | $0.79 | $1.25 | +58.2% | ✓ BEAT |
Q3 2024 | Aug 1, 2024 | $1.56 | $1.23 | -21.2% | ✗ MISS |
Q2 2024 | May 6, 2024 | $1.49 | $1.31 | -12.1% | ✗ MISS |
Q1 2024 | Feb 15, 2024 | $1.08 | $1.89 | +75.0% | ✓ BEAT |
Q4 2023 | Nov 6, 2023 | $1.03 | $1.10 | +6.8% | ✓ BEAT |
Q3 2023 | Aug 3, 2023 | $1.07 | $1.10 | +2.8% | ✓ BEAT |
Q2 2023 | May 1, 2023 | $0.94 | $1.06 | +12.8% | ✓ BEAT |
Q1 2023 | Feb 16, 2023 | $1.01 | $1.21 | +19.8% | ✓ BEAT |
Q4 2022 | Nov 3, 2022 | $0.92 | $0.90 | -2.2% | ✗ MISS |
Q3 2022 | Aug 4, 2022 | $0.94 | $0.95 | +1.1% | ✓ BEAT |
Q2 2022 | May 5, 2022 | $1.04 | $1.36 | +30.8% | ✓ BEAT |
Q1 2022 | Feb 17, 2022 | $0.84 | $1.24 | +47.6% | ✓ BEAT |
Q4 2021 | Nov 4, 2021 | $0.69 | $0.87 | +26.1% | ✓ BEAT |
Q3 2021 | Aug 5, 2021 | $0.81 | $0.75 | -7.4% | ✗ MISS |
Latest News
Air Lease Announces Delivery Of One New Airbus A321-200neo XLR Aircraft To Uzbekistan Based Airline, Qanot Sharq
📈 PositiveAir Lease Receives Stockholder Approval Of Merger Agreement With Sumitomo Corporation, SMBC Aviation Capital, Apollo And Brookfield
📈 PositiveAir Lease Q3 Adj. EPS $1.29 Beats $1.15 Estimate, Sales $725.400M Miss $743.012M Estimate
➖ NeutralAir Lease Signs Long-Term Lease Agreement With Sun PhuQuoc Airways For One New Airbus A321-200neo Aircraft, Scheduled To Deliver To Startup Vietnamese Airline In 2027
📈 PositiveReported Earlier, Air Lease Signs Long-Term Lease Deal With Magnifica Air For Six New Airbus Jets, Including A220-300s And A321neos
📈 PositiveAir Lease Expands Global Fleet in Q3 2025, Reports $220M in Aircraft Sales, Adds 13 New Airbus and Boeing Jets in $685M Investment Push
📈 PositiveKey deals this week: Ocular Therapeutix, CoreWeave, Air Lease, Cadence and more
➖ NeutralAir Lease shares are trading higher after the company announced a merger agreement with Sumitomo Corporation, SMBC Aviation Capital, Apollo, and Brookfield.
📈 PositiveAir Lease To Be Acquired For $65/Share In $7.4B Cash Deal By Sumitomo, SMBC Aviation Capital, Apollo And Brookfield; Closing Expected H1 2026
📈 PositiveAir Lease Delivers 7th And 8th New A321neo Jets To China Airlines Under Long-Term Lease
📈 PositiveFrequently Asked Questions about AL
What is AL's current stock price?
What is the analyst price target for AL?
What sector is Air Lease Corporation in?
What is AL's market cap?
Does AL pay dividends?
Similar Stocks
Industrials SectorExplore stocks similar to AL for comparison