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Investor Relations14 Oct 2025
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Air Lease (AL) investor relations material
Air Lease Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary4 Aug, 2025
Executive summary
Second quarter net income rose to $374M ($3.33/diluted share), up 314% year-over-year, driven by Russian insurance recoveries, new aircraft deliveries, and robust demand.
Total revenues reached $732M, up 9.7% year-over-year, reflecting fleet expansion and higher lease income.
Fleet grew to 495 owned aircraft and 53 managed, with 100% utilization and net book value at $29.1B.
Russia insurance recoveries totaled $344M in Q2, with an additional $60M expected in Q3, resulting in 104% recovery of the initial write-off.
Delivered 12 new aircraft, sold 4, and ended the quarter with over $33B in total assets.
Financial highlights
Lease rental revenue for Q2 was $648M, up from $595M; maintenance and other receipts rose to $31M.
Adjusted net income before taxes was $157M ($1.40/share), up 14% year-over-year.
Gain on aircraft sales and trading was $53M, down 8% year-over-year due to lower sales volume.
Interest expense increased to $222M, reflecting a composite cost of funds of 4.28%.
Depreciation expense rose to $304M, driven by fleet growth.
Outlook and guidance
Full-year aircraft deliveries expected at the upper end of $3B–$3.5B, with $600M anticipated in Q3.
100% of aircraft delivering through 2026 and 87% through 2027 are placed on long-term leases; 58% of the orderbook through 2031 is placed.
Portfolio yield expected to improve by 150–200 basis points as lower-yielding leases roll off.
Delivery delays expected for most orderbook aircraft due to OEM and supply chain constraints, persisting for 3–4 years.
Lease rates expected to remain strong due to tight supply and robust demand.
How does the sales pipeline impact portfolio yield?
Assess buybacks vs other opportunities.
Comment on aircraft production stability.
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Next Air Lease earnings date
Q3 20256 Nov, 2025
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Frequently asked questions
Air Lease Corporation is an aircraft leasing company. The Company leases commercial jet aircraft to major airlines worldwide under lease agreements, including fixed rate and floating rate leases. Its customers include domestic, regional and foreign airlines that provide air service to various destinations in the United States and the rest of the world. It operates through the Purchase & Lease, or Purchase & Flip segments. The Purchase & Lease segment purchases used commercial jet aircraft from manufacturers, remarkets them and provides leasing services to airlines around the world. The company was started in 2010 and is headquartered in Los Angeles, California.
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