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Air Lease Corporation (AL)

Upturn stock ratingUpturn stock rating
$58.49
Last Close (24-hour delay)
Profit since last BUY9.18%
upturn advisory
Consider higher Upturn Star rating
BUY since 37 days
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Upturn Advisory Summary

06/30/2025: AL (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

ratingratingratingratingrating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

7 Analysts rated it

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Year Target Price $58.86

Year Target Price $58.86

Analyst’s Price TargetsFor last 52 week
$58.86Target price
Low$38.1
Current$58.49
high$59.04

Analysis of Past Performance

Type Stock
Historic Profit -21.15%
Avg. Invested days 32
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/30/2025

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 6.56B USD
Price to earnings Ratio 10.26
1Y Target Price 58.86
Price to earnings Ratio 10.26
1Y Target Price 58.86
Volume (30-day avg) 7
Beta 1.38
52 Weeks Range 38.10 - 59.04
Updated Date 06/30/2025
52 Weeks Range 38.10 - 59.04
Updated Date 06/30/2025
Dividends yield (FY) 1.50%
Basic EPS (TTM) 5.7

Analyzing Revenue: Products, Geography and Growth

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 24.77%
Operating Margin (TTM) 49.07%

Management Effectiveness

Return on Assets (TTM) 2.77%
Return on Equity (TTM) 9.22%

Valuation

Trailing PE 10.26
Forward PE 6.94
Enterprise Value 25995647815
Price to Sales(TTM) 2.34
Enterprise Value 25995647815
Price to Sales(TTM) 2.34
Enterprise Value to Revenue 9.26
Enterprise Value to EBITDA 12.43
Shares Outstanding 111759000
Shares Floating 104210923
Shares Outstanding 111759000
Shares Floating 104210923
Percent Insiders 6.74
Percent Institutions 102.38

Analyst Ratings

Rating 3
Target Price 58.86
Buy 3
Strong Buy 3
Buy 3
Strong Buy 3
Hold -
Sell 1
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

Air Lease Corporation

stock logo

Company Overview

overview logo History and Background

Air Lease Corporation (ALC) was founded in 2010 by Steven F. Udvar-Hu00e1zy and John L. Plueger. It focuses on purchasing new commercial aircraft and leasing them to airlines worldwide. ALC has rapidly grown to become a major player in the aircraft leasing industry.

business area logo Core Business Areas

  • Aircraft Leasing: Leasing new commercial aircraft to airlines globally. ALC's fleet includes a wide range of Airbus and Boeing aircraft.
  • Aircraft Sales: Selling aircraft from its fleet, typically after a period of leasing. This allows ALC to manage its portfolio and generate additional revenue.
  • Aircraft Management: Providing aircraft management services to aircraft owners, including technical support and maintenance oversight.

leadership logo Leadership and Structure

Steven F. Udvar-Hu00e1zy is the Executive Chairman. John L. Plueger is the Chief Executive Officer. The company has a traditional corporate structure with departments covering leasing, sales, finance, and operations.

Top Products and Market Share

overview logo Key Offerings

  • Narrowbody Aircraft Leasing (e.g., A320, 737): Leasing of narrowbody aircraft to airlines. These aircraft are popular for short-to-medium haul routes. Competitors include AerCap, Avolon, and BOC Aviation. Market share data is dynamic but ALC is in top 3 globally.
  • Widebody Aircraft Leasing (e.g., A350, 787): Leasing of widebody aircraft to airlines for long-haul routes. Competitors include AerCap, Avolon, and BOC Aviation. Market share data is dynamic but ALC is in top 3 globally.
  • Aircraft Sales: ALC periodically sells aircraft from its fleet. This generates revenue and allows fleet optimization. Competitors include other leasing companies and aircraft brokers. Contribution to revenue varies.

Market Dynamics

industry overview logo Industry Overview

The aircraft leasing industry is driven by airline demand for aircraft and the cost of capital. It's influenced by factors like economic growth, fuel prices, and regulatory changes. The industry experiences cyclicality aligned with airline profitability.

Positioning

Air Lease Corporation is a leading aircraft lessor with a focus on modern, fuel-efficient aircraft. Its competitive advantages include a young fleet, strong relationships with manufacturers, and experienced management.

Total Addressable Market (TAM)

The global TAM for aircraft leasing is substantial, expected to reach hundreds of billions of dollars. ALC holds a significant position, aiming to increase market share through fleet growth and strategic partnerships.

Upturn SWOT Analysis

Strengths

  • Young and fuel-efficient fleet
  • Strong relationships with Airbus and Boeing
  • Experienced management team
  • Diversified customer base
  • Disciplined financial management

Weaknesses

  • High debt levels
  • Sensitivity to airline industry cycles
  • Dependence on aircraft manufacturers
  • Exposure to geopolitical risks
  • Potential for residual value risk

Opportunities

  • Growing demand for air travel, particularly in emerging markets
  • Increasing airline outsourcing of fleet management
  • Potential for strategic acquisitions
  • Development of new leasing products and services
  • Expanding into adjacent markets (e.g., engine leasing)

Threats

  • Economic downturns impacting airline profitability
  • Rising interest rates increasing financing costs
  • Geopolitical instability disrupting air travel
  • Technological advancements rendering existing aircraft obsolete
  • Increased competition from other lessors

Competitors and Market Share

competitor logo Key Competitors

  • AER
  • AVOL
  • BOCAVI.SI

Competitive Landscape

Air Lease Corporation competes with other major aircraft lessors. Its strengths include a young fleet and strong manufacturer relationships. Its weaknesses include high debt levels. Opportunities include growing demand for air travel. Threats include economic downturns.

Growth Trajectory and Initiatives

Historical Growth: Air Lease Corporation has experienced strong growth in its fleet size and revenue since its inception. This growth has been fueled by increasing demand for aircraft and strategic acquisitions.

Future Projections: Analyst estimates project continued growth in revenue and earnings for Air Lease Corporation, driven by fleet expansion and favorable market conditions. Growth rates are expected to be in the high single digits.

Recent Initiatives: Recent initiatives include ordering new aircraft, expanding its customer base, and exploring new financing options.

Summary

Air Lease Corporation is a strong player in the aircraft leasing industry due to its young fleet and strategic partnerships. The company is also generating significant cash flow. ALC needs to monitor economic conditions. It also needs to monitor interest rates.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company filings
  • Analyst reports
  • Industry publications

Disclaimers:

The information provided is for informational purposes only and should not be considered investment advice. Market share data is approximate and may vary.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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
Full time employees 165

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 sells aircraft from its fleet to third parties, including other leasing companies, financial services companies, airlines, and other investors. The company provides fleet management services to investors and owners of aircraft portfolios. As of December 31, 2024, it owned a fleet of 489 aircraft, including 355 narrowbody aircraft and 134 widebody aircraft. Air Lease Corporation was incorporated in 2010 and is headquartered in Los Angeles, California.