Air Lease (AL) Stock Price, News & Analysis

Company Overview

Air Lease Corporation (NYSE: AL) is a leading aircraft leasing company that acquires commercial jet aircraft and leases them to airlines worldwide. The firm’s core business activities include direct aircraft acquisition, lease management and portfolio remarketing. By structuring sale‐and‐leaseback transactions, operating leases and secured loans, Air Lease provides flexible financing solutions that enable carriers to modernize their fleets without committing large amounts of capital to ownership.

Founded in 2010 and headquartered in Los Angeles, Air Lease Corporation serves a diverse customer base spanning North America, Europe, Asia, Latin America and the Middle East. The company maintains relationships with more than 90 airlines across more than 50 countries, placing both new and young used aircraft from manufacturers such as Airbus and Boeing. Its global footprint is supported by offices in key aviation hubs including Dublin, Singapore and Toulouse, facilitating local market insight and customer support.

In addition to its core leasing activities, Air Lease offers asset management and technical advisory services, helping airlines optimize fleet performance and residual values. The company’s remarketing capabilities include lease transfers, aircraft sales and redeliveries, ensuring that lessors and lessees alike benefit from efficient fleet transitions. Through disciplined fleet planning and long‐term purchase agreements with OEMs, Air Lease maintains a modern, fuel‐efficient portfolio designed to meet evolving regulatory and environmental standards.

Air Lease was co‐founded by aviation leasing pioneers Steven F. Udvar‐Házy, who serves as Executive Chairman, and John L. Plueger, President and Chief Executive Officer. Under their leadership, the company has focused on transparency, credit discipline and customer service to build a reputation for reliability in the competitive aircraft leasing market. By combining financial expertise with deep industry knowledge, Air Lease continues to support airline growth and operational resilience around the globe.

Key Stats

• Today's Range: $65.00 to $65.00
• 50-Day Range: $64.52 to $65.00
• 52-Week Range: $43.85 to $65.00
• Volume: N/A
• Average Volume: 1.71 million shs
• Market Capitalization: $7.28 billion
• P/E Ratio: 6.98
• Dividend Yield: 1.35%
• Price Target: $66.00
• Consensus Rating: Moderate Buy

Air Lease Stock Analysis - MarketRank™

Air Lease scored higher than 80% of companies evaluated by MarketBeat, and ranked 30th out of 128 stocks in the transportation sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 1.7 / 5
• Analyst Rating: Moderate Buy

Consensus Rating

Air Lease has received a consensus rating of Moderate Buy. The company's average rating score is 2.67, and is based on 1 strong buy rating, 2 buy ratings, 3 hold ratings, and no sell ratings.

Upside/Downside

The consensus price target for Air Lease is close to its current price, suggesting limited near-term upside or downside.

Amount of Analyst Coverage

Air Lease has only been the subject of 1 research reports in the past 90 days.

Earnings and Valuation

• Score: 5.0 / 5
• Proj. Earnings Growth: 41.09%

Earnings Growth

Earnings for Air Lease are expected to grow by 41.09% in the coming year, from $5.16 to $7.28 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Air Lease is 6.98, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 38.41.

Price to Earnings Ratio vs. Sector

The P/E ratio of Air Lease is 6.98, which means that it is trading at a less expensive P/E ratio than the Transportation sector average P/E ratio of about 22.14.

Price to Earnings Growth Ratio

Air Lease has a PEG Ratio of 0.54. PEG Ratios below 1 indicate that a company could be undervalued.

Price to Book Value per Share Ratio

Air Lease has a P/B Ratio of 0.86. P/B Ratios below 1 indicate that a company could be undervalued with respect to its assets and liabilities.

Short Interest

• Score: 2.0 / 5
• Short Interest Level: Bearish

Percentage of Shares Shorted

5.36% of the float of Air Lease has been sold short.

Short Interest Ratio / Days to Cover

Air Lease has a short interest ratio ("days to cover") of 2.46, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Air Lease has recently increased by 57.41%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 4.2 / 5
• Dividend Strength: Strong

Dividend Yield

Air Lease pays a meaningful dividend of 1.35%, higher than the bottom 25% of all stocks that pay dividends.

Dividend Growth

Air Lease has been increasing its dividend for 13 years.

Dividend Coverage

The dividend payout ratio of Air Lease is 9.45%. This payout ratio is at a healthy, sustainable level, below 75%.

Dividend Sustainability

Based on earnings estimates, Air Lease will have a dividend payout ratio of 12.09% next year. This indicates that Air Lease will be able to sustain or increase its dividend.

News and Social Media

• Score: 1.3 / 5
• News Sentiment: N/A

News Coverage This Week

MarketBeat has tracked 1 news article for Air Lease this week, compared to 3 articles on an average week.

Search Interest

8 people have searched for AL on MarketBeat in the last 30 days.

MarketBeat Follows

1 people have added Air Lease to their MarketBeat watchlist in the last 30 days.

Company Ownership

• Score: 1.0 / 5
• Insider Trading: N/A

Insider Buying vs. Insider Selling

In the past three months, Air Lease insiders have not sold or bought any company stock.

Percentage Held by Insiders

6.64% of the stock of Air Lease is held by insiders.

Percentage Held by Institutions

94.59% of the stock of Air Lease is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

AL Stock Analysis - Frequently Asked Questions

How were Air Lease's earnings last quarter?

Air Lease Corporation (NYSE:AL) released its quarterly earnings results on Thursday, February, 12th. The transportation company reported $2.20 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.46 by $0.74. The business's revenue was up 15.1% on a year-over-year basis.

When did Air Lease IPO?

Air Lease (AL) raised $662 million in an initial public offering on Tuesday, April 19th 2011. The company issued 25,000,000 shares at a price of $25.00-$28.00 per share.

Who are Air Lease's major shareholders?

Top institutional investors of Air Lease include SG Americas Securities LLC (0.97%), Bank of New York Mellon Corp (0.49%), Principal Financial Group Inc. (0.46%) and Barton Investment Management (0.30%). Insiders that own company stock include Steven F Udvar-Hazy, John L Plueger, Grant A Levy, Alex A Khatibi, Carol Hyland Forsyte, Gregory B Willis, Kishore Korde, Yvette Hollingsworth Clark and David Beker.
View institutional ownership trends.

What other stocks do shareholders of Air Lease own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Air Lease investors own include NVIDIA (NVDA), Broadcom (AVGO), Meta Platforms (META), Arista Networks (ANET), Advanced Micro Devices (AMD), Adobe (ADBE) and GE Aerospace (GE).

Company Calendar

• Last Earnings: 2/12/2026
• Record date for 4/7 Dividend: 3/02/2026
• Ex-Dividend for 4/7 Dividend: 3/02/2026
• Dividend Payable: 4/07/2026
• Today: 5/07/2026
• Fiscal Year End: 12/31/2026

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Transportation
• Industry: TRANS - EQP&LSNG
• Sub-Industry: Trading Companies & Distributors
• Current Symbol: NYSE:AL
• CIK: 1487712
• Web: www.airleasecorp.com
• Phone: (310) 553-0555
• Fax: 310-553-0999
• Employees: 150
• Year Founded: 2010

Price Target and Rating

• Average Price Target for Air Lease: $66.00
• High Price Target: $68.00
• Low Price Target: $65.00
• Potential Upside/Downside: +1.5%
• Consensus Rating: Moderate Buy
• Rating Score (0-4): 2.67
• Research Coverage: 6 Analysts

Profitability

• EPS (Trailing Twelve Months): $9.31
• Trailing P/E Ratio: 6.98
• Forward P/E Ratio: 12.60
• P/E Growth: 0.54
• Net Income: $1.09 billion
• Net Margins: 35.72%
• Pretax Margin: 45.42%
• Return on Equity: 8.54%
• Return on Assets: 2.13%

Debt

• Debt-to-Equity Ratio: 2.33
• Current Ratio: 0.46
• Quick Ratio: 0.46

Sales & Book Value

• Annual Sales: $3.02 billion
• Price / Sales: 2.41
• Cash Flow: $18.62 per share
• Price / Cash Flow: 3.49
• Book Value: $75.81 per share
• Price / Book: 0.86

Miscellaneous

• Outstanding Shares: 112,035,000
• Free Float: 104,596,000
• Market Cap: $7.28 billion
• Optionable: Optionable
• Beta: 1.07