NYSE$AL

Air Lease Corporation · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Air Lease Corporation reported Q3 2025, revenue of $725.4M, net income of $146.5M, diluted EPS of $1.21.

For Q3 2025, Air Lease Corporation reported revenue of $725.4M, net income of $146.5M, diluted EPS of $1.21. Management discusses operating trends, liquidity, and priorities as disclosed in the filing.

  • Revenue $725.4M.
  • Net income $146.5M.
  • Diluted EPS $1.21.

Headline financials

Total Revenue

$725M

Previous: $690M+5.1%
EPS (adj)

$1.21

Previous: $0.82+47.6%
Net book value fleet

$29.5B

No prior period
Weighted avg fleet age

4.9

No prior period
Weighted avg lease term

7.2

No prior period
Owned fleet

503

No prior period
Managed fleet

50

No prior period
Aircraft on order

228

No prior period
Current fleet rentals

$19.6B

No prior period
Committed fleet rentals

$9.7B

No prior period
Total committed rentals

$29.3B

No prior period
Pre-tax margin

25.5%

No prior period
Adjusted pre-tax margin

19.9%

No prior period
Pre-tax ROE

17.6%

No prior period
Adjusted pre-tax ROE

8.9%

No prior period
Composite interest rate

4.3%

No prior period
Fixed-rate interest rate

4.0%

No prior period
Debt at fixed rate

75.7%

No prior period
Capital Expenditures

-$166M

Previous: -$284M+41.7%
Net Income

$146M

Previous: $104M+40.9%
Operating Income

$185M

Previous: $130M+42.0%

Revenue & EPS history

ALC · Revenue · Quarterly

$725M

Q3 2025+5.1%vs Q3 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 filing discusses Air Lease Corporation's outlook, capital deployment, and key risks without relying solely on numeric EPS guidance.

Tailwinds

  • Air Lease Corporation cites execution on strategic priorities in the filing.
  • Balance sheet and liquidity support continued operations.

Headwinds

  • Macro, competitive, and cost pressures may affect margins.
  • Segment mix and one-time items can affect 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 Q3 2025

Historical avgQ3 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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