Shares of Willis Lease Finance Corporation (NASDAQ: WLFC) are soaring 5.62% in pre-market trading on Tuesday following the company's announcement of record-breaking second-quarter financial results for 2025. The aircraft engine leasing specialist reported significant growth in revenue and profitability, exceeding analyst expectations.
Willis Lease Finance posted total revenue of $195.5 million for Q2 2025, marking a substantial 29.4% increase compared to the same period last year. This figure considerably surpassed the analyst consensus estimate of $143 million. The company's performance was driven by strong demand in the aviation marketplace, with lease rent revenue climbing 29.4% to $72.3 million. Additionally, the firm achieved a record pre-tax income of $74.3 million for the quarter.
The robust financial results were underpinned by improved operational efficiency, with portfolio utilization rising to 88.3% at quarter-end, up from 76.7% at the end of 2024. The company also reported a $43 million gain from the sale of its aviation consultancy business to a joint venture. CEO Austin C. Willis commented on the exceptional performance, highlighting the company's record lease revenues and increased utilization as key drivers of growth. The strong quarterly performance and positive outlook for the aviation leasing market appear to be fueling investor optimism, contributing to the stock's pre-market surge.