)
Visual24 Oct 2025
The rise of Alphabet
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.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Air Lease earnings date
Q3 20256 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage