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Dec 31, 2025
ALC Q4 2025 Earnings Report
Air Lease reported record fourth quarter 2025 revenues and significantly higher earnings driven by strong aircraft sales activity.
Key Takeaways
For Q4 2025, Air Lease generated total revenues of 820378000 and net income attributable to common stockholders of 169851000, with diluted EPS of 1.51. Pre-tax margin expanded to 27.6% and adjusted pre-tax margin reached 30.1%, supported by increased gains on aircraft sales.
Total revenues increased 15.1% year-over-year to 820378000.
Net income attributable to common stockholders rose to 169851000 from 92548000.
Diluted EPS increased to 1.51 from 0.83 in the prior year quarter.
Pre-tax margin improved to 27.6% and adjusted pre-tax margin to 30.1%.
Revenue by Segment
Forward Guidance
Air Lease did not provide financial guidance due to the pending merger transaction but highlighted strong orderbook placement and liquidity.
Positive Outlook
- 99% of orderbook delivering through 2027 placed on long-term leases.
- 82% of orderbook delivering through 2028 placed.
- Approximately 7.5 billion in total liquidity at quarter end.
- Strong aircraft sales pipeline of 1200000000.
- Merger expected to close in the first half of 2026, subject to approvals.
Challenges Ahead
- Company not providing earnings guidance during merger pendency.
- Exposure to aircraft delivery delays and manufacturing constraints.
- Higher depreciation expense due to fleet growth.
- Interest expense impacted by higher cost of funds.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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