Air Lease (AL) to Release Earnings on Monday

Key Points

• Air Lease (AL) is set to report its Q2 2025 earnings after the market closes on August 4th, with analysts expecting earnings of $1.33 per share and $723.35 million in revenue.
• In its previous earnings report, Air Lease surpassed estimates, posting $1.51 per share in earnings on revenue of $738.28 million, marking an 11.3% year-over-year increase.
• Several brokerages have recently upgraded their ratings on Air Lease, with Barclays setting a new price target of $67.00 and others raising their recommendation to "buy."

Air Lease (NYSE:AL - Get Free Report) will likely be posting its Q2 2025 quarterly earnings results after the market closes on Monday, August 4th. Analysts expect Air Lease to post earnings of $1.33 per share and revenue of $723.35 million for the quarter.

Air Lease (NYSE:AL - Get Free Report) last posted its quarterly earnings data on Monday, May 5th. The transportation company reported $1.51 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.24 by $0.27. Air Lease had a return on equity of 8.04% and a net margin of 24.77%. The firm had revenue of $738.28 million during the quarter, compared to analysts' expectations of $709.70 million. During the same period in the prior year, the business earned $0.87 EPS. The company's revenue for the quarter was up 11.3% compared to the same quarter last year. On average, analysts expect Air Lease to post $5 EPS for the current fiscal year and $7 EPS for the next fiscal year.

Air Lease Price Performance

Shares of AL traded down $0.51 during midday trading on Thursday, reaching $55.63. The stock had a trading volume of 420,325 shares, compared to its average volume of 840,828. The company's 50-day moving average is $57.70 and its 200 day moving average is $50.83. Air Lease has a 12-month low of $38.25 and a 12-month high of $60.41. The company has a current ratio of 0.39, a quick ratio of 0.39 and a debt-to-equity ratio of 2.53. The company has a market capitalization of $6.22 billion, a price-to-earnings ratio of 9.73, a price-to-earnings-growth ratio of 0.62 and a beta of 1.35.

Air Lease Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, July 9th. Stockholders of record on Wednesday, June 4th were issued a $0.22 dividend. This represents a $0.88 dividend on an annualized basis and a dividend yield of 1.58%. The ex-dividend date of this dividend was Wednesday, June 4th. Air Lease's payout ratio is currently 15.38%.

Insiders Place Their Bets

In other Air Lease news, EVP Grant A. Levy sold 10,000 shares of the stock in a transaction that occurred on Tuesday, May 13th. The stock was sold at an average price of $56.85, for a total value of $568,500.00. Following the completion of the sale, the executive vice president owned 146,316 shares in the company, valued at approximately $8,318,064.60. This trade represents a 6.40% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Company insiders own 6.64% of the company's stock.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in AL. Geneos Wealth Management Inc. increased its position in Air Lease by 264.1% during the 1st quarter. Geneos Wealth Management Inc. now owns 892 shares of the transportation company's stock valued at $43,000 after buying an additional 647 shares in the last quarter. Focus Partners Wealth purchased a new stake in Air Lease during the 1st quarter valued at $203,000. Jones Financial Companies Lllp boosted its stake in Air Lease by 493.5% during the 1st quarter. Jones Financial Companies Lllp now owns 8,884 shares of the transportation company's stock valued at $429,000 after purchasing an additional 7,387 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in Air Lease by 21.8% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 50,569 shares of the transportation company's stock valued at $2,443,000 after purchasing an additional 9,056 shares during the last quarter. Finally, Millennium Management LLC boosted its stake in Air Lease by 1,675.1% during the 1st quarter. Millennium Management LLC now owns 204,000 shares of the transportation company's stock valued at $9,855,000 after purchasing an additional 192,508 shares during the last quarter. Institutional investors own 94.59% of the company's stock.

Analyst Ratings Changes

AL has been the subject of several analyst reports. Wall Street Zen upgraded Air Lease from a "hold" rating to a "buy" rating in a report on Wednesday, May 7th. Citigroup upgraded Air Lease from a "neutral" rating to a "buy" rating and increased their target price for the company from $45.00 to $68.00 in a report on Tuesday, May 20th. Finally, Barclays restated an "overweight" rating and set a $67.00 target price (up from $56.00) on shares of Air Lease in a report on Thursday, July 10th. One analyst has rated the stock with a sell rating and five have issued a buy rating to the stock. According to MarketBeat.com, Air Lease currently has an average rating of "Moderate Buy" and a consensus price target of $59.50.

Air Lease Company Profile

Air Lease Corporation, an aircraft leasing company, engages in the purchase and leasing of commercial jet aircraft to airlines worldwide. 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.