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Willis Lease Finance (WLFC) investor relations material
Willis Lease Finance Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary5 Aug, 2025
Executive summary
Achieved record quarterly revenue of $195.5M, up 29.4% year-over-year, driven by strong leasing demand and equipment sales.
Net income attributable to common shareholders reached $59M, a 41.5% increase year-over-year, with record pre-tax income of $74.3M.
Portfolio utilization improved to 88.3% at quarter end, reflecting strong demand and successful asset placement.
Closed $596M notes offering, enhancing liquidity and funding growth.
Declared fifth consecutive quarterly dividend of $0.25 per share, highlighting commitment to shareholder returns.
Financial highlights
Lease rent revenue grew 29.4% year-over-year to $72.3M; maintenance reserve revenue was $50.7M.
Spare parts and equipment sales surged to $30.4M, up 391% year-over-year, driven by a $21.1M engine sale.
Gain on sale of leased equipment was $27.6M, up 91.2% year-over-year, with a 30% margin.
Net cash from operating activities was $145.2M, up from $129.7M in the prior year.
Debt obligations rose to $2.8B at June 30, 2025, mainly due to new debt issuance.
Outlook and guidance
Lease rates increased 9% year-over-year and are expected to remain strong with no near-term negative pressure.
Management expects continued portfolio growth and high utilization, but notes uncertainty from interest rates and tariffs.
54% of portfolio in next-generation equipment positions company well for future demand.
The company believes its equity base and debt facilities are sufficient for the next 12 months.
Confident in continued operational excellence and growth, supported by industry trends and innovation.
Quantify SOAR's impact on engine readiness time
Explain the decline in long-term maintenance revenue
How does the Bridgend sale enhance shareholder return?
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Next Willis Lease Finance earnings date
Q3 20253 Nov, 2025
Next Willis Lease Finance earnings date
Q3 20253 Nov, 2025
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Frequently asked questions
Willis Lease Finance Corporation specializes in leasing large commercial aircraft engines and related equipment to airlines, aircraft operators, and maintenance, repair, and overhaul (MRO) facilities worldwide. The company's services include the leasing, sale, and exchange of aircraft engines, engine parts, and aircraft. Additionally, Willis Lease Finance provides asset management and engine maintenance services, offering comprehensive support to its clients throughout the engine lifecycle. The company's portfolio includes a variety of engine types and models, catering to a broad range of aircraft operators. The company is headquartered in Coconut Creek, Florida, and its shares are listed on the NASDAQ.
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