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Jun 30, 2025
ALC Q2 2025 Earnings Report
Air Lease reported strong Q2 2025 results with significant insurance recoveries and higher aircraft leasing revenue.
Key Takeaways
Air Lease posted strong results for Q2 2025, driven by a $344 million insurance recovery, solid aircraft rental growth, and improved profitability. Adjusted metrics rose modestly, with robust leasing demand and ongoing fleet expansion.
Reported $344 million gain from insurance recoveries related to Russian fleet.
Rental of flight equipment revenue rose to $679 million, boosted by lease growth and end-of-lease revenue.
EPS surged to $3.33, and adjusted EPS reached $1.40.
Net income attributable to shareholders was $374.1 million, aided by insurance settlement.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Management anticipates continued fleet growth, further insurance recoveries, and robust demand for aircraft leases into 2026.
Positive Outlook
- Additional $60 million in expected insurance recoveries in Q3 2025
- Strong leasing demand into 2026 and 2027
- 58% of total orderbook already placed through 2031
- Aircraft sales pipeline of $1.4 billion
- Committed rental backlog remains robust at $28.8 billion
Challenges Ahead
- Interest expenses increased due to higher composite cost of funds
- Decrease in aircraft sales gain due to lower volume
- Slight decline in total committed rentals compared to prior period
- Increase in debt financing costs
- Higher SG&A and compensation expenses impacting margins
Historical Earnings Impact
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Avg. Return Before/After Earnings
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