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Sep 30
ALC Q3 2025 Earnings Report
Air Lease reported solid Q3 2025 performance with revenue growth and strong net income, boosted by insurance recoveries from Russian fleet settlements.
Key Takeaways
Air Lease delivered a strong Q3 2025, growing revenues to $725.4 million and net income to $135.4 million, supported by insurance recoveries and a larger fleet.
Revenue rose to $725,400,000, primarily from rental of flight equipment.
Net income attributable to common stockholders was $135,374,000 with EPS of $1.21.
Adjusted net income before taxes reached $144,540,000, with adjusted diluted EPS of $1.29.
The company ended the quarter with $29.3 billion in total committed rentals.
ALC
ALC
ALC Revenue by Segment
ALC Revenue by Geographic Location
Revenue by Segment
Rental of Flight Equipment Revenue
CapyFin.comAircraft Sales & Other Revenue
CapyFin.comRevenue by Geographic Location
Europe Revenue
CapyFin.comAsia Pacific Revenue
CapyFin.comLatAm & Mexico Revenue
CapyFin.comMiddle East & Africa Revenue
CapyFin.comU.S. and Canada Revenue
CapyFin.com Forward Guidance
No financial guidance was provided due to the pending acquisition by Sumisho Air Lease Corporation.
Positive Outlook
- Strong adjusted net income before taxes of $144.5 million
- Record $29.3 billion in total committed rental payments
- Solid liquidity position with $7.4 billion available
- Deliveries of 13 aircraft from orderbook in Q3
- Russian fleet insurance recoveries exceeded original write-offs
Challenges Ahead
- Reduced aircraft sales activity impacted non-rental income
- Higher SG&A expenses due to merger costs
- Increased interest expense from rising funding costs
- Decline in gain on aircraft sales and trading
- No forward guidance issued amid merger process