Air Lease (AL) Projected to Post Quarterly Earnings on Monday

Air Lease (NYSE:AL) is expected to be announcing its Q2 2025 earnings results after the market closes on Monday, August 4th. Analysts expect the company to announce earnings of $1.33 per share and revenue of $723.35 million for the quarter.

Air Lease (NYSE:AL) last announced its quarterly earnings results on Monday, May 5th. The transportation company reported $1.51 EPS for the quarter, topping the consensus estimate of $1.24 by $0.27. The business had revenue of $738.28 million for the quarter, compared to analyst estimates of $709.70 million. Air Lease had a return on equity of 8.04% and a net margin of 24.77%. The company’s quarterly revenue was up 11.3% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.87 EPS. On average, analysts expect Air Lease to post $5 EPS for the current fiscal year and $7 EPS for the next fiscal year.

Air Lease Price Performance

Shares of NYSE:AL opened at $54.33 on Friday. The business’s 50 day simple moving average is $57.60 and its 200-day simple moving average is $50.99. The firm has a market capitalization of $6.07 billion, a price-to-earnings ratio of 9.50, a price-to-earnings-growth ratio of 0.60 and a beta of 1.35. The company has a debt-to-equity ratio of 2.53, a current ratio of 0.39 and a quick ratio of 0.39. Air Lease has a 12 month low of $38.25 and a 12 month high of $60.41.

Air Lease Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, July 9th. Stockholders of record on Wednesday, June 4th were paid a dividend of $0.22 per share. The ex-dividend date of this dividend was Wednesday, June 4th. This represents a $0.88 annualized dividend and a dividend yield of 1.6%. Air Lease’s payout ratio is 15.38%.

Insider Buying and Selling at Air Lease

In other news, EVP Grant A. Levy sold 10,000 shares of the firm’s stock in a transaction dated Tuesday, May 13th. The stock was sold at an average price of $56.85, for a total transaction of $568,500.00. Following the completion of the sale, the executive vice president directly owned 146,316 shares in the company, valued at $8,318,064.60. This trade represents a 6.40% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 6.64% of the stock is owned by corporate insiders.

Institutional Trading of Air Lease

Large investors have recently modified their holdings of the business. Goldman Sachs Group Inc. lifted its position in shares of Air Lease by 5.0% during the first quarter. Goldman Sachs Group Inc. now owns 326,717 shares of the transportation company’s stock worth $15,784,000 after purchasing an additional 15,629 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in shares of Air Lease by 16.3% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 298,275 shares of the transportation company’s stock worth $14,410,000 after purchasing an additional 41,912 shares during the last quarter. Millennium Management LLC lifted its position in shares of Air Lease by 1,675.1% during the first quarter. Millennium Management LLC now owns 204,000 shares of the transportation company’s stock worth $9,855,000 after purchasing an additional 192,508 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in shares of Air Lease by 21.8% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 50,569 shares of the transportation company’s stock worth $2,443,000 after purchasing an additional 9,056 shares during the last quarter. Finally, Jones Financial Companies Lllp lifted its position in shares of Air Lease by 493.5% during the first quarter. Jones Financial Companies Lllp now owns 8,884 shares of the transportation company’s stock worth $429,000 after purchasing an additional 7,387 shares during the last quarter. 94.59% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on AL shares. Wall Street Zen raised Air Lease from a “hold” rating to a “buy” rating in a research note on Wednesday, May 7th. Barclays reaffirmed an “overweight” rating and issued a $67.00 target price (up previously from $56.00) on shares of Air Lease in a research note on Thursday, July 10th. Finally, Citigroup raised Air Lease from a “neutral” rating to a “buy” rating and upped their target price for the company from $45.00 to $68.00 in a research note on Tuesday, May 20th. One analyst has rated the stock with a sell rating and five have given a buy rating to the company. Based on data from MarketBeat.com, Air Lease currently has a consensus rating of “Moderate Buy” and a consensus target price of $59.50.

About Air Lease

Air Lease Corporation, an aircraft leasing company, engages in the purchase and leasing of commercial jet aircraft to airlines worldwide. It sells aircraft from its fleet to third parties, including other leasing companies, financial services companies, airlines, and other investors. The company provides fleet management services to investors and owners of aircraft portfolios.