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Upturn AI SWOT - About
AL 
Air Lease Corporation (AL)
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Upturn Advisory Summary
10/23/2025: AL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
7 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $66
1 Year Target Price $66
| 3 | Strong Buy |
| 3 | Buy |
| 0 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -22.94% | Avg. Invested days 35 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/23/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.11B USD | Price to earnings Ratio 7.72 | 1Y Target Price 66 |
Price to earnings Ratio 7.72 | 1Y Target Price 66 | ||
Volume (30-day avg) 7 | Beta 1.38 | 52 Weeks Range 37.97 - 64.18 | Updated Date 10/23/2025 |
52 Weeks Range 37.97 - 64.18 | Updated Date 10/23/2025 | ||
Dividends yield (FY) 1.37% | Basic EPS (TTM) 8.24 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 34.04% | Operating Margin (TTM) 49.87% |
Management Effectiveness
Return on Assets (TTM) 2.81% | Return on Equity (TTM) 12.59% |
Valuation
Trailing PE 7.72 | Forward PE 13.74 | Enterprise Value 26976105335 | Price to Sales(TTM) 2.47 |
Enterprise Value 26976105335 | Price to Sales(TTM) 2.47 | ||
Enterprise Value to Revenue 9.39 | Enterprise Value to EBITDA 10.91 | Shares Outstanding 111765032 | Shares Floating 104210833 |
Shares Outstanding 111765032 | Shares Floating 104210833 | ||
Percent Insiders 6.71 | Percent Institutions 93.52 |
Upturn AI SWOT
Air Lease Corporation
Company Overview
History and Background
Air Lease Corporation (ALC) was founded in 2010 by Steven Udvar-Hu00e1zy, John Plueger, and Robert Milton. It quickly established itself as a significant player in the aircraft leasing industry, focusing on modern, fuel-efficient aircraft. ALC has grown rapidly through aircraft purchases and strategic partnerships.
Core Business Areas
- Aircraft Leasing: ALC's primary business involves leasing new and used commercial aircraft to airlines worldwide. They offer operating leases, sale-leaseback transactions, and aircraft sales.
- Aircraft Sales: ALC engages in the sale of aircraft from its fleet, providing airlines with fleet management and disposal solutions.
- Aircraft Management: ALC offers aircraft management services, including technical support, maintenance oversight, and remarketing assistance to airlines.
Leadership and Structure
Steven Udvar-Hu00e1zy is the Executive Chairman. John Plueger is the Chief Executive Officer. The organizational structure is based on functional teams covering areas such as marketing, finance, technical, and legal, reporting to senior management.
Top Products and Market Share
Key Offerings
- New Commercial Aircraft Leasing: ALC primarily leases new, fuel-efficient commercial aircraft such as the Boeing 737 MAX, Airbus A320neo family, and Boeing 787 Dreamliner. Market share data is difficult to pinpoint precisely, but ALC is a top 3 global lessor. Competitors include AerCap and Avolon. Leasing new aircraft allows airlines to reduce debt and quickly add to their fleet with state of the art aircraft that minimize environmental impact.
- Used Aircraft Leasing: ALC also leases used aircraft, providing options for airlines with different needs and budget constraints. This segment represents a smaller portion of revenue than new aircraft leasing. Competitors include AerCap and numerous smaller lessors.
Market Dynamics
Industry Overview
The aircraft leasing industry is driven by airline demand for aircraft, financing availability, and macroeconomic conditions. It is cyclical and sensitive to global events. High demand for air travel drives airline expansion and lease demand, while high interest rates can make purchasing an aircraft difficult for an airline leading it to choose leasing.
Positioning
ALC is one of the leading aircraft lessors globally, known for its focus on modern aircraft and strong relationships with airlines and manufacturers. ALC differentiates itself through its large portfolio of new technology aircraft, mitigating the risk of older fleets that need constant updating and can become obsolete more quickly. AerCap is the largest and considered the top competitor.
Total Addressable Market (TAM)
The TAM for aircraft leasing is estimated in the hundreds of billions of dollars annually, depending on aircraft deliveries and lease rates. ALC's current position allows it to address a significant portion of this market by focusing on new aircraft leases.
Upturn SWOT Analysis
Strengths
- Strong relationships with aircraft manufacturers (Boeing and Airbus)
- Focus on modern, fuel-efficient aircraft
- Experienced management team
- Global customer base
- Large and diversified portfolio
Weaknesses
- High debt levels
- Exposure to airline industry cyclicality
- Dependence on aircraft manufacturers' production schedules
- Limited control over airlines' financial health
Opportunities
- Growing demand for air travel, especially in emerging markets
- Increased outsourcing of aircraft financing by airlines
- Expansion into new aircraft types or services
- Potential acquisitions or strategic partnerships
- Opportunities to sell older aircraft at appreciated prices
Threats
- Economic downturns affecting airline profitability
- Geopolitical instability impacting air travel
- Rising interest rates increasing financing costs
- Aircraft manufacturer delays and production issues
- Airline bankruptcies and restructurings
- Increased competition from other lessors
Competitors and Market Share
Key Competitors
- AER
- AVOL
Competitive Landscape
ALC benefits from its new technology aircraft portfolio. AER benefits from being the largest player in the market.
Growth Trajectory and Initiatives
Historical Growth: ALC has demonstrated significant revenue and fleet growth since its founding. This growth has been driven by strong airline demand and strategic aircraft purchases.
Future Projections: Analyst estimates typically project continued growth for ALC, driven by increasing air travel and the replacement of older aircraft fleets with newer, more fuel-efficient models. Projections are subject to change based on market conditions.
Recent Initiatives: Recent initiatives include expanding its portfolio of new technology aircraft, strengthening relationships with key airlines, and optimizing its capital structure. ALC has also been focused on sustainability initiatives.
Summary
Air Lease Corporation is a strong player in the aircraft leasing industry, benefiting from its focus on modern aircraft and strong airline relationships. High debt levels and airline industry cyclicality remain key risks. Continued growth is expected, but airline bankruptcies and aircraft manufacturer delays could present challenges. ALC has a strong focus on fuel efficient planes reducing the environmental impact for its airlines.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (10K, 10Q), Investor Presentations, Press Releases, Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Financial data and market conditions are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Air Lease Corporation
Exchange NYSE | Headquaters Los Angeles, CA, United States | ||
IPO Launch date 2011-04-19 | CEO, President & Director Mr. John L. Plueger CPA | ||
Sector Industrials | Industry Rental & Leasing Services | Full time employees 165 | Website https://www.airleasecorp.com |
Full time employees 165 | Website https://www.airleasecorp.com | ||
Air Lease Corporation, an aircraft leasing company, engages in the purchase and leasing of commercial jet aircraft to airlines in the Asia Pacific, Europe, the Middle East, Africa, Mexico, Central America, South America, the United States, and Canada. It also sells aircraft to third parties, including other leasing companies, financial services companies, airlines, and other investors. In addition, the company provides fleet management services to investors and owners of aircraft portfolios. As of June 30, 2025, it owned 495 aircraft; managed 53 aircraft; and 241 aircraft on order with aircraft manufacturers. Air Lease Corporation was incorporated in 2010 and is headquartered in Los Angeles, California.
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