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Air Lease (AL)
NYSE:AL
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.35Last Year’s EPS
0.81Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 05, 2025
|% Change Since: 10.30%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Positive
The earnings call reflected strong financial performance and global demand for aircraft, with record revenue and significant insurance recoveries bolstering Air Lease's capital position. However, challenges including higher interest expenses, aircraft delivery delays, and potential impacts from U.S. tariffs were noted. Overall, the positive aspects, including strong sales and liquidity, outweigh the challenges.Company Guidance
During the Air Lease Q1 2025 earnings call, the company provided several key metrics and guidance. Air Lease reported revenues of $738 million and diluted earnings per share of $3.26, benefiting from fleet expansion, strong gain-on-sale revenue, and Russia fleet insurance settlements. The company received $329 million in insurance proceeds in Q1 and an additional $227 million recently, pushing their debt-to-equity ratio to target levels. They purchased 14 new aircraft, adding $800 million in flight equipment, and sold 16 aircraft for $521 million, achieving a 13% gain on sale margin. The weighted average age of their fleet increased slightly to 4.7 years, with a lease term of 7.2 years. Fleet utilization remained at 100%. Air Lease anticipates $3 billion to $3.5 billion in new aircraft deliveries for 2025, with $800 million expected in Q2, and they foresee $1.5 billion in aircraft sales for the year. The company is considering various capital allocation strategies, including organic growth, inorganic growth, and returning capital to shareholders.Record Revenue and Earnings
Air Lease generated revenues of $738 million and $3.26 in diluted earnings per share, achieving all-time record levels for total revenue, fleet net book value, and book value per common share.
Significant Insurance Recoveries
Air Lease received insurance proceeds of $329 million in Q1 and an additional $227 million the following week, significantly strengthening their capital position.
Strong Global Demand
Demand for aircraft remains robust globally, with strong passenger bookings in Asia and Europe, and continued growth in the Middle East. This is despite geopolitical challenges such as U.S. tariffs.
Increased Aircraft Sales and Gains
Air Lease sold 16 aircraft for $521 million, achieving a 13% gain on sale margin, which is above the historical range of 8-10%.
Strengthened Liquidity Position
The revolving credit facility was increased to $8.2 billion, providing critical liquidity and flexibility for future financing needs.
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AL Earnings History
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
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AL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| May 05, 2025 | $48.76 | $52.67 | +8.02% |
| Feb 13, 2025 | $46.13 | $49.22 | +6.70% |
| Nov 07, 2024 | $46.89 | $46.66 | -0.49% |
| Aug 01, 2024 | $47.05 | $40.54 | -13.84% |
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.
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FAQ
When does Air Lease (AL) report earnings?
Air Lease (AL) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is Air Lease (AL) earnings time?
Air Lease (AL) earnings time is at Jul 31, 2025, TBA Not 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 AL EPS forecast?
AL EPS forecast for the fiscal quarter 2025 (Q2) is 1.35.
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