Willis Lease Finance (WLFC)
:WLFC
US Market
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Willis Lease Finance (WLFC) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Mar 16, 2026
TBA (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
3.38
Last Year’s EPS
2.81
Same Quarter Last Year
Based on 0 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 04, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call highlighted significant revenue growth, record leasing revenues, and strategic investments, demonstrating a strong financial position and operational expansion. However, challenges were noted in the form of increased G&A expenses, equipment write-downs, and a decline in spare parts sales. Despite these challenges, the company's overall strong performance and strategic initiatives reflect a positive outlook.
Company Guidance
During the Willis Lease Finance Corporation's third quarter 2025 earnings call, the company announced a strong performance, with quarterly revenue reaching $183.4 million, marking a 25.4% increase year-over-year. The company highlighted record core quarterly lease rent revenues of $76.6 million and maintenance reserve revenue of $76.1 million, reflecting a solid 32% increase in leasing, maintenance reserve, and interest revenue from the same quarter in 2024. Additionally, Willis Lease reported a 43.2% rise in earnings before tax, totaling $43.2 million for the quarter, and a net income attributable to common shareholders of $22.9 million. The company declared its seventh consecutive quarterly dividend, increasing it to $0.40 per share. Management emphasized the robust demand for their leasing and maintenance services, with an average third-quarter utilization of approximately 86% and a lease rental factor exceeding 1%. As part of its growth strategy, Willis Lease expanded its portfolio by purchasing 16 engines and 6 aircraft, totaling approximately $136.4 million, and continued to develop its services platform. The company's leverage ratio improved, ticking lower to 2.90x from 3.48x at the end of 2024, supported by a $1 billion credit facility and $500 million warehouse facility.
Record-Breaking Revenue and Growth
Delivered quarterly revenue of $183.4 million, a 25.4% increase year-over-year. Record leasing revenues in the third quarter with total leasing, maintenance reserve, and interest revenue at $156 million, a 32% increase from the same quarter in 2024.
Dividend Increase
Declared the seventh consecutive quarterly dividend, increasing it to $0.40 per share, indicating confidence in the business's strength.
Strong Financial Performance Metrics
Produced record core quarterly lease rent revenues of $76.6 million and record maintenance reserve revenue of $76.1 million. Earnings before tax for the quarter were $43.2 million, up 25% from the comparable period in 2024, with a net income of $22.9 million attributable to common shareholders.
Strategic Expansion and Investment
Purchased 16 engines and 6 aircraft totaling approximately $136.4 million, expanding the lease portfolio. Opened a new aircraft maintenance hangar in Teesside, which is fully booked through the winter season.

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

WLFC Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Mar 16, 2026
2025 (Q4)
3.38 / -
2.81
Nov 04, 2025
2025 (Q3)
3.34 / 3.25
3.46-6.07% (-0.21)
Aug 05, 2025
2025 (Q2)
2.57 / 8.43
6.20635.84% (+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
1.5383.66% (+1.28)
Nov 04, 2024
2024 (Q3)
- / 3.46
2.13162.37% (+1.33)
Aug 01, 2024
2024 (Q2)
- / 6.21
2.015207.99% (+4.19)
May 02, 2024
2024 (Q1)
- / 3.00
0.553441.95% (+2.44)
Mar 13, 2024
2023 (Q4)
- / 1.53
2.117-27.73% (-0.59)
Nov 03, 2023
2023 (Q3)
- / 2.13
0.885140.79% (+1.25)
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
Nov 04, 2025
$126.13$118.61-5.96%
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%
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 Mar 16, 2026, TBA (Confirmed).
    What is Willis Lease Finance (WLFC) earnings time?
    Willis Lease Finance (WLFC) earnings time is at Mar 16, 2026, 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 (Q4) is 3.38.
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