Mar 31, 2020

ALC Q1 2020 Earnings Report

Air Lease Corporation's financial performance for Q1 2020 was announced, revealing a revenue increase but a decrease in diluted earnings per share.

Key Takeaways

Air Lease Corporation reported a revenue increase of 9.7% to $511 million for the first quarter of 2020. However, diluted earnings per share decreased by 4.9% to $1.17, and adjusted diluted earnings per share before income taxes decreased by 3.6% to $1.61. The company's fleet grew, and it maintained a strong liquidity position despite the impact of COVID-19 on the global airline industry.

Revenues increased by 9.7% to $511 million compared to the same period in 2019.

Diluted earnings per share decreased by 4.9% to $1.17.

Adjusted diluted earnings per share before income taxes decreased by 3.6% to $1.61.

The company took delivery of eight aircraft and purchased one aircraft, representing $709 million in aircraft investments.

Total Revenue
$511M
Previous year: $466M
+9.7%
EPS
$1.61
Previous year: $1.67
-3.6%
NBV of Flight Equipment
$19.2B
WA Fleet Age
3.7
WA Remaining Lease Term
7.2
Gross Profit
$215M
Previous year: $217M
-1.1%
Cash and Equivalents
$733M
Previous year: $286M
+156.5%
Free Cash Flow
$182M
Previous year: $150M
+21.6%
Total Assets
$22.7B
Previous year: $19.2B
+18.3%

ALC

ALC

ALC Revenue by Segment

Forward Guidance

Company expects continuing customer challenges, including possible airline bankruptcies and aircraft repossessions.