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Upturn AI SWOT - About
AL 
Air Lease Corporation (AL)
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Upturn Advisory Summary
08/28/2025: 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 $65.67
1 Year Target Price $65.67
| 3 | Strong Buy |
| 3 | Buy |
| 0 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -26.73% | Avg. Invested days 31 | 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 08/28/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.73B USD | Price to earnings Ratio 7.31 | 1Y Target Price 65.67 |
Price to earnings Ratio 7.31 | 1Y Target Price 65.67 | ||
Volume (30-day avg) 7 | Beta 1.42 | 52 Weeks Range 38.10 - 61.10 | Updated Date 08/29/2025 |
52 Weeks Range 38.10 - 61.10 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 1.43% | Basic EPS (TTM) 8.24 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-08-04 | When - | Estimate 1.79 | Actual 1.4 |
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 7.31 | Forward PE 13.74 | Enterprise Value 26645280841 | Price to Sales(TTM) 2.34 |
Enterprise Value 26645280841 | Price to Sales(TTM) 2.34 | ||
Enterprise Value to Revenue 9.27 | Enterprise Value to EBITDA 10.78 | Shares Outstanding 111765000 | Shares Floating 104200775 |
Shares Outstanding 111765000 | Shares Floating 104200775 | ||
Percent Insiders 6.73 | Percent Institutions 97.08 |
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 Henri Courpron. It is headquartered in Los Angeles, California. ALC focuses on purchasing new commercial aircraft and leasing them to airlines worldwide.
Core Business Areas
- Aircraft Leasing: The primary business segment, involving the acquisition of new commercial aircraft and leasing them to airlines globally on medium to long-term leases.
- Aircraft Sales: ALC also generates revenue through the sale of aircraft from its portfolio.
- Aircraft Management: Provides fleet management services to airlines.
Leadership and Structure
John Plueger is the Chief Executive Officer, and Steven Udvar-Hu00e1zy is the Executive Chairman. The company has a board of directors and operates with a typical corporate structure.
Top Products and Market Share
Key Offerings
- New Commercial Aircraft Leasing: ALC's core business involves leasing new Airbus and Boeing aircraft to airlines worldwide. The market is competitive, with AerCap and Avolon being major competitors. ALC is a large player in narrowbody, widebody, and regional jet leasing. Market share fluctuates but ALC is usually in the top 3 lessors globally. Revenues are primarily derived from lease payments.
- Used Aircraft Sales: ALC sells aircraft from its existing portfolio as they age or as part of portfolio management. Revenue from sales is more variable than leasing revenue.
Market Dynamics
Industry Overview
The aircraft leasing industry is driven by airline fleet renewal and expansion, particularly in emerging markets. It is also affected by economic cycles, fuel prices, and geopolitical events. Post-COVID, the industry is seeing a strong rebound in demand.
Positioning
ALC is positioned as a leading lessor focused on modern, fuel-efficient aircraft. Its competitive advantages include its strong relationships with Airbus and Boeing, its experienced management team, and its diverse portfolio of airline customers.
Total Addressable Market (TAM)
The total addressable market for aircraft leasing is estimated to be several hundred billion USD. ALC is well-positioned to capture a significant portion of this market due to its focus on new technology and large customer base. TAM is heavily dependent on aircraft orders and deliveries from Boeing and Airbus.
Upturn SWOT Analysis
Strengths
- Strong relationships with Airbus and Boeing
- Experienced management team
- Modern and fuel-efficient aircraft portfolio
- Diverse customer base
- Strong financial position
Weaknesses
- Exposure to airline industry cycles
- Dependence on aircraft manufacturers' delivery schedules
- High debt levels
- Interest rate risk
Opportunities
- Growing demand for air travel in emerging markets
- Airline fleet renewal programs
- Increasing outsourcing of aircraft financing to lessors
- Expansion into new aircraft types or regions
- Digital transformation to streamline operations and enhance customer service
Threats
- Economic downturns
- Geopolitical instability
- Rising interest rates
- Increased competition from other lessors
- Airline bankruptcies
- Environmental regulations
Competitors and Market Share
Key Competitors
- AER
- AVOL
- FLY
Competitive Landscape
ALC competes effectively through its relationships with Airbus and Boeing and its focus on newer aircraft. AER has scale advantages, but ALC distinguishes itself through customer service and fleet management.
Growth Trajectory and Initiatives
Historical Growth: ALC has demonstrated significant growth since its founding, driven by aircraft acquisitions and leasing activity.
Future Projections: Analysts anticipate continued growth for ALC, driven by demand for air travel and fleet modernization.
Recent Initiatives: Recent initiatives include investments in new aircraft and expansion into new markets. ESG initiatives that drive towards a greener fleet are also key.
Summary
Air Lease Corporation is a major player in the aircraft leasing industry, benefiting from strong manufacturer relationships and a modern fleet. Its growth is tied to airline demand and aircraft deliveries. While cyclical risks exist, the company is well-positioned for long-term growth. Interest rates and airline bankruptcies pose potential challenges.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q), Investor presentations, Analyst reports, Industry publications
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data are estimates and may vary.
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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