The earnings call was generally positive, with significant achievements such as record revenue, successful insurance recoveries, and strong lease extensions. However, challenges like lower-than-expected aircraft sales volumes and increased interest expenses were noted.

Company Guidance

In the second quarter of 2025, Air Lease Corporation reported revenues of $732 million and achieved $3.33 in diluted earnings per share. The company's results were bolstered by new aircraft deliveries, a significant gain on sales, an increasing portfolio yield, end of lease revenue, and notable Russia fleet insurance proceeds totaling $344 million, with an additional $60 million expected in the third quarter. Fleet net book value and book value per common share reached record levels, and fleet utilization remained at 100%. The company purchased 12 new aircraft worth approximately $890 million and sold 4 aircraft for $126 million. Air Lease's order book is fully placed through 2026, and lease extension activity is high, with strong rates. The sales pipeline is valued at $1.4 billion, and the company anticipates $1.5 billion in total aircraft sales for 2025. Despite a cancellation of the A350 freighter order, the company remains focused on maintaining a strong balance sheet and is exploring opportunities to return capital to shareholders, supported by a robust liquidity position of $7.9 billion.

Record Revenue and Earnings

Air Lease generated revenues of $732 million and $3.33 in diluted earnings per share, benefiting from new aircraft deliveries and healthy gain on sales.

Russia Insurance Recoveries

Air Lease recognized a net benefit from insurance settlements of $344 million in the second quarter and expects an additional $60 million net benefit in the third quarter, recovering 104% of the initial Russia fleet write-off.

Strong Aircraft Demand and Lease Extensions

The company reported 100% fleet utilization and strong lease extension activity, with many leases extended at higher rates than a year ago.

Increase in Rental Revenue

Rental revenue increased by 13.5% driven by the growth of the fleet and an increase in end-of-lease revenue.

Robust Order Book Placement

The order book is 100% placed through 2026, with strong lease rates and demand for both new deliveries and extensions.

Air Lease (AL) 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 >

AL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	1.11 / -	0.82	―	―	―
Aug 04, 2025	2025 (Q2)	0.81 / 3.33	0.81	311.11% (+2.52)	―
May 05, 2025	2025 (Q1)	1.26 / 3.26	0.87	274.71% (+2.39)
Feb 13, 2025	2024 (Q4)	0.74 / 0.83	1.89	-56.08% (-1.06)	―
Nov 07, 2024	2024 (Q3)	0.79 / 0.82	1.1	-25.45% (-0.28)
Aug 01, 2024	2024 (Q2)	0.93 / 0.81	1.1	-26.36% (-0.29)
May 06, 2024	2024 (Q1)	0.94 / 0.87	1.06	-17.92% (-0.19)	―
Feb 15, 2024	2023 (Q4)	1.12 / 1.89	1.21	56.20% (+0.68)	―
Nov 06, 2023	2023 (Q3)	1.02 / 1.10	0.9	22.22% (+0.20)
Aug 03, 2023	2023 (Q2)	1.11 / 1.10	0.95	15.79% (+0.15)

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

AL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 04, 2025	$55.15	$54.91	-0.44%
May 05, 2025	$48.57	$52.47	+8.03%
Feb 13, 2025	$45.96	$49.03	+6.68%
Nov 07, 2024	$46.71	$46.48	-0.49%

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 Air Lease (AL) report earnings?

Air Lease (AL) is schdueled to report earning on Oct 30, 2025, TBA (Confirmed).

What is Air Lease (AL) earnings time?

Air Lease (AL) 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 AL EPS forecast?

AL EPS forecast for the fiscal quarter 2025 (Q3) is 1.11.

Air Lease (AL) Earnings News

Air Lease (NYSE:AL) Takes Off on Q3 Beat

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Air Lease (NYSE:AL) Takes Off on Q3 Beat

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