The earnings call presented a strong performance with record revenue and strategic achievements such as successful financial transactions and increased utilization. However, there were challenges in managing increased expenses and negative margins in maintenance services, as well as a decline in long-term maintenance reserve revenue. Overall, the highlights significantly outweighed the lowlights, reflecting a positive sentiment.

Company Guidance

During the Willis Lease Finance Corporation Q2 2025 earnings call, the company highlighted its record-setting quarter, achieving the highest ever quarterly total revenue of $195.5 million, which marks a 29.4% increase over the previous year. Earnings before taxes (EBT) reached $74.3 million, up 28.3%, while net income attributable to common shareholders soared 41.5% to $59 million. The company reported a lease rental factor of 1.01% and an increase in portfolio utilization from 82% in June last year to 88% in June 2025. Additionally, Willis Lease executed its largest engine asset-backed securitization to date and received over $6 million in grant proceeds from the U.K. government for its sustainable aviation fuel initiative. The company also highlighted its strategic initiatives, such as the sale of its consulting business to its joint venture with Mitsui & Company, which contributed a $43 million gain, and the implementation of its SOAR lean business system, which resulted in an 85% reduction in time from engine acquisition to lease readiness.

Record-Breaking Revenue and Growth

WLFC achieved its highest ever quarterly total revenue of $195.5 million, an increase of 29.4% over the same period last year.

Increased Utilization and Efficiency

Utilization increased from 82% in June last year to 88% at the end of June 2025, and there was an 85% reduction in time from engine acquisition to lease readiness.

Successful Financial Transactions

WLFC completed its largest ever engine ABS with the tightest pricing to date and conducted its sixth JOLCO financing.

Positive Developments in Tax and Tariffs

The U.S. and EU are moving towards a 0 tariff policy for aircraft parts, and changes in depreciation and interest treatment in the Big Beautiful Bill are expected to benefit WLFC.

Strong Earnings and Shareholder Returns

Net income attributable to common shareholders was $59 million for the quarter, up 41.5% from the previous year, with a declared quarterly dividend of $0.25 per share.

Willis Lease Finance (WLFC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

WLFC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	3.34 / -	3.46	―	―	―
Aug 05, 2025	2025 (Q2)	2.57 / 8.43	6.206	35.84% (+2.22)	―
May 06, 2025	2025 (Q1)	4.41 / 2.21	2.997	-26.26% (-0.79)	―
Mar 10, 2025	2024 (Q4)	1.89 / 2.81	1.53	83.66% (+1.28)	―
Nov 04, 2024	2024 (Q3)	- / 3.46	2.131	62.37% (+1.33)	―
Aug 01, 2024	2024 (Q2)	- / 6.21	2.015	207.99% (+4.19)	―
May 02, 2024	2024 (Q1)	- / 3.00	0.553	441.95% (+2.44)	―	―
Mar 13, 2024	2023 (Q4)	- / 1.53	2.117	-27.73% (-0.59)	―	―
Nov 03, 2023	2023 (Q3)	- / 2.13	0.885	140.79% (+1.25)	―	―
Aug 03, 2023	2023 (Q2)	- / 2.02	0.813	147.85% (+1.20)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

WLFC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$138.00	$148.79	+7.82%
May 06, 2025	$155.70	$133.67	-14.15%
Mar 10, 2025	$182.42	$151.48	-16.96%
Nov 04, 2024	$183.14	$182.70	-0.24%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Willis Lease Finance (WLFC) report earnings?

Willis Lease Finance (WLFC) is schdueled to report earning on Oct 30, 2025, TBA (Confirmed).

What is Willis Lease Finance (WLFC) earnings time?

Willis Lease Finance (WLFC) earnings time is at Oct 30, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is WLFC EPS forecast?

WLFC EPS forecast for the fiscal quarter 2025 (Q3) is 3.34.

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