Air Lease misses Q3 revenue expectations

Reuters

2025/11/04

Air Lease misses Q3 revenue expectations

Overview

Air Lease Q3 revenue rises 5.1% yr/yr but misses analyst expectations
Adjusted EPS for Q3 beats analyst estimates, reflecting operational efficiency
Company announces merger with Sumisho Air Lease, closing expected in H1 2026

Outlook

Company has placed 100% of its orderbook on leases through 2026
Company expects merger with Sumisho Air Lease to close in H1 2026
Company has $1.6 bln in aircraft sales pipeline

Result Drivers

FLEET GROWTH - Revenue increase driven by fleet expansion and higher portfolio lease yield
INSURANCE SETTLEMENT - $60 mln net benefit from Russian fleet insurance claims settlement
DECREASED SALES ACTIVITY - Lower sales activity led to a decrease in gain on aircraft sales and trading

Key Details

Metric	Beat/Miss	Actual	Consensus Estimate
Q3 REVENUE	Miss	$725.40 mln	$743.01 mln (5 Analysts)
Q3 Adjusted EPS	Beat	$1.29	$1.14 (4 Analysts)
Q3 EPS		$1.21
Q3 Net Income		$135.40 mln
Q3 Dividend		$0.22

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the corporate financial services peer group is "buy."
Wall Street's median 12-month price target for Air Lease Corp is $65.00, about 1.8% above its October 31 closing price of $63.86
The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release: ID:nBw56GmNHa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.</p><p>(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Air Lease misses Q3 revenue expectations</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.</p><p>(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)</p></body></html>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00B19Z6F94.USD","symbol_name":"Legg Mason Royce - US Smaller Companies A Acc USD","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251103:nL1N3WF11N:1","article_id":"2580223387","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2580223387","pubTimestamp":1762204550,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"Air Lease misses Q3 revenue expectationsOverviewAir Lease Q3 revenue rises 5.1% yr/yr but misses analyst expectationsAdjusted EPS for Q3 beats analyst estimates, reflecting operational efficiencyCompa","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE00B19Z6F94.USD":"Legg Mason Royce - US Smaller Companies A Acc USD","BK4572":"航空租赁","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","BK4104":"贸易公司与经销商","IE0034390439.USD":"FTGF ROYCE US SMALLER COMPANIES \"A\" (USD) D","AL":"航空租赁公司","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC"},"translate_title":"航空租赁第三季度收入未达预期","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AL":0.9},"content_text":"Air Lease misses Q3 revenue expectations OverviewAir Lease Q3 revenue rises 5.1% yr/yr but misses analyst expectationsAdjusted EPS for Q3 beats analyst estimates, reflecting operational efficiencyCompany announces merger with Sumisho Air Lease, closing expected in H1 2026OutlookCompany has placed 100% of its orderbook on leases through 2026Company expects merger with Sumisho Air Lease to close in H1 2026Company has $1.6 bln in aircraft sales pipelineResult DriversFLEET GROWTH - Revenue increase driven by fleet expansion and higher portfolio lease yieldINSURANCE SETTLEMENT - $60 mln net benefit from Russian fleet insurance claims settlementDECREASED SALES ACTIVITY - Lower sales activity led to a decrease in gain on aircraft sales and tradingKey DetailsMetricBeat/MissActualConsensus EstimateQ3 REVENUEMiss$725.40 mln$743.01 mln (5 Analysts)Q3 Adjusted EPSBeat$1.29$1.14 (4 Analysts)Q3 EPS$1.21Q3 Net Income$135.40 mlnQ3 Dividend$0.22Analyst CoverageThe current average analyst rating on the shares is \"hold\" and the breakdown of recommendations is 1 \"strong buy\" or \"buy\", 2 \"hold\" and no \"sell\" or \"strong sell\"The average consensus recommendation for the corporate financial services peer group is \"buy.\"Wall Street's median 12-month price target for Air Lease Corp is $65.00, about 1.8% above its October 31 closing price of $63.86The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 10 three months agoPress Release: ID:nBw56GmNHaFor questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}