The earnings call highlighted significant achievements, including record revenue, increased net income, strong utilization rates, and successful strategic initiatives such as the ABS issuance and joint venture sale. While there were some challenges, such as increased SG&A expenses and equipment write-downs, the positive aspects, including government support for sustainability initiatives and improved leverage ratios, indicate a strong overall performance.

Company Guidance -

Q3 2025

During the Willis Lease Finance Corporation Q2 2025 earnings call, the company reported record quarterly total revenue of $195.5 million, marking a 29.4% increase from the same period in 2024. The company also achieved a record earnings before taxes (EBT) of $74.3 million, up 28.3% year-over-year, and net income attributable to common shareholders increased by 41.5% to $59 million. Key performance metrics included a lease rental factor of 1.01%, portfolio utilization rising from 82% at the end of June last year to 88% by the end of June 2025, and a portfolio yield in the high teens. Operational highlights included the purchase or sale of 31 engines and 4 airframes, completion of their largest engine ABS, and securing $6 million in grant proceeds from the U.K. government for a sustainable aviation fuel (SAF) initiative. The call also noted a fifth consecutive quarterly dividend of $0.25 per share, reflecting the company's commitment to returning capital to shareholders.

Record-Breaking Revenue

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

Increased Net Income

Net income attributable to common shareholders was $59 million, up 41.5% from the comparable period in 2024.

Strong Utilization and Lease Rates

Average portfolio utilization increased to 87.2%, with lease rates stabilizing, showing a 9% increase over the previous year.

Dividend Continuity

Declared fifth consecutive quarterly dividend of $0.25 per share.

Successful ABS Issuance

Completed largest ever engine ABS with tightest pricing to date, raising $596 million.

Strategic Sale and Joint Venture

Sold consulting business to joint venture with Mitsui, enhancing capital for core leasing business.

Government Support for SAF Initiative

Received $6 million in grant proceeds from the U.K. government for SAF initiative.

Improved Leverage Ratio

Leverage decreased from 3.48x at year-end 2024 to 2.96x.

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 Corp. (WLFC) report earnings?

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

What is Willis Lease Finance Corp. (WLFC) earnings time?

Willis Lease Finance Corp. (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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