Earnings summaries and quarterly performance for AIR LEASE.
Executive leadership at AIR LEASE.
John Plueger
Detailed
Chief Executive Officer and President
CEO
CF
Carol Forsyte
Detailed
Executive Vice President, General Counsel, Chief Compliance Officer and Corporate Secretary
GL
Grant Levy
Detailed
Executive Vice President, Marketing and Commercial Affairs
GW
Gregory Willis
Detailed
Executive Vice President and Chief Financial Officer
Board of directors at AIR LEASE.
CG
Cheryl Gordon Krongard
Detailed
Director
IS
Ian Saines
Detailed
Director
ML
Marshall Larsen
Detailed
Director
MH
Matthew Hart
Detailed
Director
RM
Robert Milton
Detailed
Lead Independent Director
SU
Steven Udvar-Házy
Detailed
Chairman of the Board
SM
Susan McCaw
Detailed
Director
YH
Yvette Hollingsworth Clark
Detailed
Director
Research analysts who have asked questions during AIR LEASE earnings calls.
HC
Hillary Cacanando
Not Mentioned in Transcript
4 questions for AL
Also covers: AER, FTAI, LUV +2 more
MO
Moshe Orenbuch
TD Cowen
4 questions for AL
Also covers: AER, AFRM, ALLY +11 more
CO
Catherine O'Brien
Goldman Sachs
3 questions for AL
Also covers: AAL, AER, ALGT +7 more
JB
Jamie Baker
JPMorgan Chase & Co.
3 questions for AL
Also covers: AAL, AER, ALK +6 more
RE
Ronald Epstein
Bank of America
3 questions for AL
Also covers: , AER, AIN +27 more
Stephen Trent
Citigroup Inc.
3 questions for AL
Also covers: AAL, AER, ALK +14 more
TM
Terry Ma
Barclays
3 questions for AL
Also covers: AER, AXP, BFH +16 more
James Kirby
JPMorgan Chase & Co.
1 question for AL
Also covers: AER, CMCO, SAVE +1 more
Recent press releases and 8-K filings for AL.
Exchange Income Corporation Reports Record Q4 and Annual 2025 Financial Results, Provides 2026 Guidance
AL
Earnings
Guidance Update
M&A
- Exchange Income Corporation (EIC) reported record financial results for Q4 and FY 2025, with annual revenue reaching $3.3 billion and Adjusted EBITDA at $754 million.
- For Q4 2025, the company achieved record revenue of $930 million, an increase of 35%, and record Net Earnings per share of $0.94, an increase of 62%.
- EIC successfully simplified its capital structure by redeeming the last tranche of convertible debentures in December 2025, resulting in proforma leverage at 15-year lows of 2.73. Subsequent to year-end, the company announced an investment grade bond rating and an expanded $3.5 billion credit facility.
- Strategic growth initiatives included the acquisition of Canadian North during 2025 and Mach2 after year-end, along with the initiation of a second composite mat plant in the Southeast US, anticipated to be operational by mid-to-late 2027.
- The company confirmed its 2026 Adjusted EBITDA guidance in the range of $825 million to $875 million, with a current bias towards the mid to upper end.
3 days ago
Air Lease Reports Strong Q4 Earnings and Revenue, Merger Approved
AL
Earnings
M&A
Revenue Acceleration/Inflection
- Air Lease reported adjusted Q4 EPS of $2.20, significantly exceeding the Zacks consensus of $1.46, and revenues of $820.38 million, which were about 9% above estimates and the highest total revenues in the company's history.
- Operationally, the company took delivery of 10 aircraft, sold 23 aircraft for record proceeds, and ended the period with 490 owned aircraft.
- A high percentage of its orderbook is committed to long-term leases, with 99% of aircraft delivering through 2027 and 82% through 2028 already placed.
- Class A stockholders approved an Agreement and Plan of Merger, with the company anticipating closing in the first half of 2026.
Feb 12, 2026, 11:52 PM
Air Lease Reports Q4 and Full Year 2025 Results, Merger Approved
AL
Earnings
M&A
Dividends
- Air Lease reported record total revenues of $820.4 million for the fourth quarter and $3,015.7 million for the full year ended December 31, 2025.
- Diluted earnings per share (EPS) increased to $1.51 for Q4 2025 and $9.29 for FY 2025, with the full-year net income benefiting from a $736 million recovery related to the Russian fleet write-off.
- Class A common stockholders approved a Merger Agreement on December 18, 2025, with Sumisho Air Lease Corporation Designated Activity Company, with the merger anticipated to close in the first half of 2026.
- As of December 31, 2025, the company's owned fleet consisted of 490 aircraft, with $28.9 billion in committed minimum future rental payments and $7.5 billion in total liquidity.
- The board approved a quarterly cash dividend of $0.22 per share, payable on April 7, 2026.
Feb 12, 2026, 9:29 PM
Air Lease Announces Fourth Quarter and Fiscal Year 2025 Results
AL
Earnings
M&A
Dividends
- Air Lease reported record total revenues of $820.4 million for the fourth quarter of 2025 and $3,015.7 million for the full year 2025.
- Net income attributable to common stockholders increased to $169.9 million ($1.51 diluted EPS) for Q4 2025 and $1,044.1 million ($9.29 diluted EPS) for FY 2025, with the full-year results including a $736.4 million recovery of Russian fleet write-off.
- Class A common stockholders approved a Merger Agreement on December 18, 2025, with the merger anticipated to close in the first half of 2026.
- The company's owned fleet grew to 490 aircraft by December 31, 2025, after taking delivery of 10 aircraft and selling 23 aircraft during the fourth quarter.
- A quarterly cash dividend of $0.22 per share was approved by the Board of Directors, payable on April 7, 2026.
Feb 12, 2026, 9:26 PM
Air Lease Provides Q4 2025 Activity Update
AL
New Projects/Investments
- Air Lease delivered 10 new aircraft from its orderbook in the fourth quarter of 2025, with aircraft investments totaling approximately $920 million.
- The company sold 23 aircraft to third-party buyers, generating approximately $1 billion in sales proceeds during the fourth quarter of 2025.
- As of December 31, 2025, Air Lease's fleet comprised 490 owned aircraft and 45 managed aircraft, with 218 new aircraft on order through 2031.
Jan 8, 2026, 9:31 PM
Air Lease Stockholders Approve Merger Agreement
AL
M&A
Proxy Vote Outcomes
Takeover Bid
- Air Lease (AL) stockholders approved the definitive merger agreement dated September 1, 2025, for the company's acquisition.
- Under the terms of the merger, Class A common stockholders will receive $65.00 in cash for each share.
- The acquisition is by a new holding company, Sumisho Air Lease Corporation DAC, whose shares will be held by Sumitomo Corporation, SMBC Aviation Capital Limited, Apollo managed funds, and Brookfield.
- Approximately 80.7% of outstanding Class A common stock voted in favor of the merger agreement.
- The transaction is expected to close in the first half of 2026.
Dec 18, 2025, 10:10 PM
Air Lease Corporation Announces Merger Agreement and Financial Projections
AL
M&A
Takeover Bid
Guidance Update
- Air Lease Corporation entered into a merger agreement on September 1, 2025, to be acquired by a new holding company established by Sumitomo Corporation, SMBC Aviation Capital Limited, and affiliates of Apollo and Brookfield.
- The merger consideration for Air Lease's Class A Common Stock is $65.00 per share.
- J.P. Morgan's financial analyses, which included selected transactions and dividend discount methods, implied equity values ranging from $43.55 to $110.15 per share and $58.30 to $75.20 per share, respectively, compared to the $65.00 merger consideration.
- The document provides updated financial projections for fiscal years 2025 through 2032, which were used by J.P. Morgan for its financial analyses in connection with the proposed merger.
Nov 28, 2025, 9:02 PM
Air Lease Corporation announces HSR waiting period expiration for merger
AL
M&A
Proxy Vote Outcomes
- Air Lease Corporation announced that the Hart-Scott-Rodino (HSR) Waiting Period for its previously announced merger expired on November 7, 2025, at 11:59 p.m. Eastern Time.
- The merger, initially announced on September 1, 2025, involves Air Lease Corporation becoming an indirect wholly owned subsidiary of Sumisho Air Lease Corporation Designated Activity Company.
- The completion of the merger is still subject to the adoption of the Merger Agreement by a majority of the Company's outstanding Class A common stock and other customary closing conditions.
- A definitive proxy statement related to a special meeting of the Company's Class A common stockholders for the proposed merger was filed with the SEC on November 4, 2025.
Nov 10, 2025, 10:25 PM
Air Lease Announces Third Quarter 2025 Results and Merger Agreement
AL
M&A
Earnings
Dividends
- Air Lease (AL) announced it entered into an agreement to be acquired by Sumisho Air Lease Corporation Designated Activity Company, with Class A common stockholders entitled to receive $65.00 per share cash consideration, representing a total valuation of approximately $7.4 billion. The transaction is expected to close in the first half of 2026.
- For the three months ended September 30, 2025, the company reported revenues of $725.4 million and diluted earnings per share of $1.21.
- A net benefit of approximately $60 million was recognized from the settlement of insurance claims related to the former Russian fleet, with 104% of the Russian Fleet write-off recovered as of November 3, 2025.
- The board of directors approved a quarterly cash dividend of $0.22 per share, payable on January 8, 2026, to holders of record as of December 4, 2025.
Nov 3, 2025, 9:04 PM
Ademi Firm Investigates Air Lease Corporation's Transaction
AL
Legal Proceedings
M&A
Takeover Bid
- The Ademi Firm is investigating Air Lease (NYSE: AL) for potential breaches of fiduciary duty and other legal violations concerning its transaction with a consortium including Sumitomo Corporation, SMBC Aviation Capital, Apollo, and Brookfield.
- In the transaction, Air Lease shareholders are expected to receive $65.00 in cash for each share of Class A common stock, representing a total valuation of approximately $7.4 billion, or approximately $28.2 billion including debt obligations.
- The investigation is examining the conduct of the Air Lease board of directors regarding their fiduciary duties, particularly in light of substantial benefits for insiders and a significant penalty imposed if Air Lease accepts a competing bid.
Sep 15, 2025, 4:37 AM
Quarterly earnings call transcripts for AIR LEASE.
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