NYSE$AL

Air Lease Corporation · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Air Lease reported Q2 2025 revenue of $731.7M, net income of $385.2M, diluted EPS of $3.33.

For Q2 2025, Air Lease reported Revenue was $731.7M, net income was $385.2M, diluted EPS was $3.33. Management discusses segment trends, liquidity, and outlook in the quarterly filing.

  • Revenue $731.7M for Q2 2025.
  • Net income $385.2M.
  • Diluted EPS $3.33.

Headline financials

Total Revenue

$732M

Previous: $667M+9.7%
EPS (adj)

$3.33

Previous: $1.23+170.7%
Net book value fleet

$29.1B

No prior period
Weighted avg fleet age

4.8

No prior period
Weighted avg lease term

7.2

No prior period
Owned fleet

495

No prior period
Managed fleet

53

No prior period
Aircraft on order

241

No prior period
Current fleet rentals

$19.3B

No prior period
Committed fleet rentals

$9.5B

No prior period
Total committed rentals

$28.8B

No prior period
Pre-tax margin

66.5%

No prior period
Adjusted pre-tax margin

21.5%

No prior period
Pre-tax ROE

17.0%

No prior period
Adjusted pre-tax ROE

9.0%

No prior period
Composite interest rate

4.3%

No prior period
Fixed-rate interest rate

3.9%

No prior period
Debt at fixed rate

76.7%

No prior period
Capital Expenditures

-$119M

Previous: -$192M+37.8%
Net Income

$385M

Previous: $103M+274.1%
Operating Income

$487M

Previous: $128M+280.9%

Revenue & EPS history

ALC · Revenue · Quarterly

$732M

Q2 2025+9.7%vs Q2 2024
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Revenue by segment

ALC · $561M total across 1 segment · Q4 2022

  • Rental of flight equipment
    $561M

Forward guidance

The quarterly filing discusses operating priorities, liquidity, and sector risks.

Tailwinds

  • MD&A outlines strategic priorities and capital allocation.
  • Segment commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items can affect year-over-year comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

+1.3%

Avg return

Earnings day

+0.2%

Avg return

5 days after

+1.2%

Avg return

30 days after

62%

39 / 63 earnings

Positive

+15.5%

Q1 2020

Best reaction

-17.2%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026
Q4 2025+0.1%+0.2%-0.1%
Q3 2025-0.3%-0.1%+0.1%
Q2 2025-0.4%+0.7%+15.4%
Q1 2025+8.1%+10.0%+17.0%
Q4 2024+6.7%+10.3%-0.7%
Q3 2024-0.5%+2.2%+5.7%
Q2 2024-17.2%-14.6%-6.8%
Q1 2024-7.0%-4.5%-8.7%
Q4 2023-2.9%-4.1%+11.4%
Q3 2023-1.2%+1.4%+5.7%
Q2 2023-0.9%+0.9%-1.4%
Q1 2023-3.4%-5.9%-5.5%
Q4 2022-4.2%-6.2%-18.5%
Q3 2022+1.3%+2.9%+12.7%
Q2 2022+2.1%+0.8%-3.5%
Q1 2022-6.6%-11.7%-8.8%
Q4 2021+2.5%+2.1%-4.0%
Q3 2021+10.1%+11.6%-8.1%
Q2 2021+1.0%+1.0%-3.6%
Q1 2021-9.1%-7.6%-3.9%
Q4 2020+4.0%+2.0%+3.8%
Q3 2020+10.6%+15.4%+34.5%
Q2 2020+5.1%+10.7%+13.3%
Q1 2020+15.5%+1.7%+49.3%
Q4 2019-4.0%-3.4%-47.5%
Q3 2019-1.1%-1.6%+1.3%
Q2 2019+3.6%+0.7%+8.2%
Q1 2019+1.5%+0.5%+0.5%
Q4 2018-0.2%-0.5%-14.7%
Q3 2018-0.2%-3.7%-10.2%
Q2 2018+1.7%+1.8%-0.4%
Q1 2018-0.6%+0.6%+1.8%
Q4 2017+1.5%-3.1%-8.5%
Q3 2017+1.3%-3.2%+2.8%
Q2 2017+8.3%+8.1%+3.0%
Q1 2017-4.5%-7.5%-0.8%
Q4 2016-4.7%-2.6%-5.6%
Q3 2016+4.7%+4.8%+16.3%
Q2 2016+1.5%-0.4%+4.8%
Q1 2016+6.3%
Q4 2015+2.5%
Q3 2015+5.1%
Q2 2015+3.4%
Q1 2015+0.1%
Q4 2014-1.3%
Q3 2014+1.1%
Q2 2014+4.9%
Q1 2014+3.6%
Q4 2013+5.2%
Q3 2013+3.4%
Q2 2013-1.5%
Q1 2013+2.0%
Q4 2012+5.9%
Q3 2012+2.8%
Q2 2012-0.6%
Q1 2012-6.2%
Q1 2011-6.2%
Q4 2011+1.8%
Q3 2011+2.6%
Q3 2010+2.6%
Q2 2010+7.1%
Q2 2011+7.1%
Q4 2010+7.1%
Q1 2010

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