The earnings call presented a strong performance with record revenue, significant insurance recoveries, and robust leasing activity. Despite some challenges in aircraft sales volume and increased interest expenses, the overall outlook remains positive with improved financial flexibility and global airline profitability.

Company Guidance -

Q3 2025

In the Air Lease Corporation's second quarter 2025 earnings call, the company reported strong financial results, with revenues reaching $732 million and a diluted earnings per share of $3.33. Key metrics highlighted include a net benefit from Russia insurance settlements of $344 million for the quarter, with an additional $60 million expected in the third quarter. The fleet net book value and book value per common share hit record levels, and fleet utilization remained at 100%. The company also noted a slight increase in the weighted average fleet age to 4.8 years, while the weighted average lease term stayed at 7.2 years. Air Lease completed the purchase of 12 new aircraft, adding approximately $890 million to its balance sheet, and made sales of $126 million from four aircraft. The sales pipeline is valued at $1.4 billion, with a projected $1.5 billion in total sales for 2025. The company expects to achieve the upper end of its full-year order book delivery outlook of $3 billion to $3.5 billion. Despite cancellations, like the order for seven A350 freighter aircraft, the company remains optimistic about the future, citing strong global passenger traffic growth of around 5% year-to-date and robust lease rate trends.

Record Revenue and Earnings

Air Lease generated revenues of $732 million and $3.33 in diluted earnings per share, with revenues up 9.7% over the prior period.

Strong Russia Insurance Recoveries

The company recognized a net benefit from insurance settlements of $344 million during the second quarter, with an additional $60 million expected in the third quarter.

High Aircraft Sales Gain Margin

Aircraft sales generated approximately $17 million in gains, representing a high 16% gain on sale margin.

Strong Lease Extensions and Rates

Lease rates and extension activities remain robust, with rates higher than a year ago, particularly for wide-body extensions.

Positive Global Airline Environment

Declines in fuel prices and strong demand have supported airline profitability globally. Lufthansa and Air France-KLM reported significant profit increases.

Improved Financial Flexibility

The company has reached its leverage target and has strong liquidity of $7.9 billion, allowing for potential shareholder returns.

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

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AL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	1.15 / -	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	―	―
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 1.15.

Air Lease (AL) Earnings News

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

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Market News

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

2y ago

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