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Upturn AI Summary - About
Willis Lease Finance Corporation(WLFC)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for WLFC
11/06/2026: WLFC (2-star) is currently NOT-A-BUY. Pass it for now.
Willis Lease Finance Corporation is a specialized provider of commercial aircraft engine leasing and technical support services. The company has a leading position in the secondary engine market, utilizing its integrated shop services to differentiate itself from larger generalist lessors. Its growth strategy centers on expanding its technical service capabilities and maintaining a modern, efficient asset portfolio. However, the company faces risks from high financial leverage, industry cyclicality, and potential interest rate volatility. The stock may best suit value-oriented investors who understand the complexities of the aviation maintenance cycle and who are looking for exposure to the aviation services sector.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers growth through asset expansion but is constrained by high capital requirements. |
| Momentum investor | Mixed fit | The stock can exhibit momentum tied to aviation industry sentiment but requires a positive market outlook. |
| Value investor | Strong fit | The company often trades at reasonable valuations relative to its asset base and book value. |
| Dividend investor | Weak fit | The company does not prioritize regular dividend payouts to shareholders. |
| Low-risk investor | Weak fit | Aviation leasing is inherently cyclical and subject to high debt and geopolitical risk. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock price is highly sensitive to changes in the aviation sector and interest rate environments. |
| Valuation risk | Medium | Valuations are heavily dependent on the book value and marketability of the engine portfolio. |
| Competition risk | High | Large lessors with lower costs of capital pose a constant competitive threat. |
| Business quality | Medium | The business provides essential services but is susceptible to cyclical downturns. |
| Dividend income | Low / none | Investors should not expect income from dividends. |
| Execution risk | Medium | Success depends on accurately managing engine lifecycles and asset utilization rates. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit 181.68% | Avg. Invested days 58 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/06/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 991.66M USD | Price to earnings Ratio 13.95 | 1Y Target Price 70.5 |
Price to earnings Ratio 13.95 | 1Y Target Price 70.5 | ||
Volume (30-day avg) 252.0K shares | Beta 0.72 | 52 Weeks Range 36.39 - 81.35 | Updated Date 11/08/2026 |
52 Weeks Range 36.39 - 81.35 | Updated Date 11/08/2026 | ||
Dividends yield (FY) 1.14% | Basic EPS (TTM) 3.36 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Engine Leasing | Rental income from short-term and long-term leases of commercial aircraft engines. | The company earns money primarily by renting out engines to airlines that need them. |
| Aviation Services | Maintenance, repair, and technical management fees. | The company also earns fees by servicing and maintaining the engines it leases. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-11-03 | When Before Market | Estimate 0.6 | Actual 0.47 |
Profitability
Profit Margin 9.67% | Operating Margin (TTM) 18.94% |
Management Effectiveness
Return on Assets (TTM) 4.06% | Return on Equity (TTM) 10.27% |
Valuation
Trailing PE 13.95 | Forward PE 6.91 | Enterprise Value 3.51B | Price to Sales(TTM) 1.21 |
Enterprise Value 3.51B | Price to Sales(TTM) 1.21 | ||
Enterprise Value to Revenue 4.23 | Enterprise Value to EBITDA 9.7 | Shares Outstanding 21.16M | Shares Floating 9.14M |
Shares Outstanding 21.16M | Shares Floating 9.14M | ||
Percent Insiders 54.05 | Percent Institutions 59.8 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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