Sep 30, 2024

ALC Q3 2024 Earnings Report

Announced third quarter 2024 results, showing revenue growth and strategic fleet management amidst high demand for commercial aircraft.

Key Takeaways

Air Lease Corporation reported a revenue of $690.2 million and net income of $91.6 million for Q3 2024. The company took delivery of 20 aircraft, sold nine aircraft, and continues to experience high demand for aircraft leasing.

Took delivery of 20 aircraft from orderbook, representing approximately $1.9 billion in aircraft investments.

Sold nine aircraft for approximately $340 million in sales proceeds.

Placed 100% and 95% of committed orderbook on long-term leases for aircraft delivering through the end of 2025 and 2026, respectively.

Increased quarterly cash dividend by 5%, from $0.21 per share to $0.22 per share.

Total Revenue
$649M
Previous year: $615M
+5.4%
EPS
$1.25
Previous year: $1.59
-21.4%
NBV of Flight Equipment
$27.9B
Previous year: $25.6B
+9.0%
WA Fleet Age
4.6
Previous year: 4.6
+0.0%
WA Remaining Lease Term
7.1
Previous year: 7
+1.4%
Gross Profit
$400M
Previous year: $392M
+2.1%
Cash and Equivalents
$461M
Previous year: $516M
-10.7%
Free Cash Flow
-$1.26B
Previous year: -$159M
+695.7%
Total Assets
$32.2B
Previous year: $29.7B
+8.4%

ALC

ALC

ALC Revenue by Segment

Forward Guidance

This press release contains statements that constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Those statements appear in a number of places in this press release and include statements regarding, among other matters, our future aircraft deliveries and rental revenues, which may be impacted by aircraft and engine delivery delays and manufacturing flaws, including as a result of the Boeing labor strike among other factors, our aircraft sales pipeline and expectations, and payment of our future dividends.

Positive Outlook

  • Future aircraft deliveries
  • Future rental revenues
  • Aircraft sales pipeline
  • Expectations
  • Payment of future dividends

Challenges Ahead

  • Aircraft and engine delivery delays
  • Manufacturing flaws
  • Boeing labor strike
  • Aviation supply chain constraints
  • Technical or other difficulties with aircraft or engines before or after delivery