Air Lease Corporation (NYSE: AL) saw its stock plummet 5.31% in Tuesday's trading session, following the release of its second-quarter 2025 financial results. The aircraft leasing company reported mixed performance, beating revenue expectations but missing adjusted earnings per share (EPS) estimates, leading to investor uncertainty about the company's near-term prospects.

For Q2 2025, Air Lease reported revenues of $731.7 million, a 9.7% increase year-over-year, surpassing analyst estimates of $720.96 million. The company's net income soared to $374 million, or $3.33 per diluted share, compared to $90.4 million in the previous year. However, adjusted EPS of $1.40, while up 13.82% year-over-year, fell short of the $1.69 analyst estimate by 17.21%.

The significant boost in net income was largely attributed to a $344 million insurance claim settlement related to Air Lease's former Russian fleet. While this one-time gain contributed to the strong bottom-line results, it appears to have raised concerns among investors about the sustainability of such exceptional items. The market's negative reaction suggests that traders may be focusing on the company's core business performance, excluding these one-time benefits, and the missed adjusted EPS target. Despite Air Lease's optimistic outlook on robust aircraft demand supporting margin expansion, the stock's decline indicates that investors may be approaching the company's future prospects with caution.