Added to YB: 2025-07-22
Pitch date: 2025-06-03
AL [bullish]
Air Lease Corporation
+2.19%
current return
Author Info
No bio for this author
Company Info
Air Lease Corporation, an aircraft leasing company, engages in the purchase and leasing of commercial jet aircraft to airlines in the Asia Pacific, Europe, the Middle east, Africa, Mexico, Central America, South America, the United States, and Canada.
Market Cap
$6.4B
Pitch Price
$57.06
Price Target
N/A
Dividend
1.53%
Sector
Trading Companies and Distributors
Category
value
Air Lease Corporation - $AL
AL: Trading at 0.9x book with EPS likely to double by 2029 from ~$5 in 2026. Drivers: new aircraft deliveries at tight market rates, yield increases on extended leases, and COVID-era leases (30% below current rates) rolling off. Strong business resilience with fortress balance sheet. Excess capital position suggests imminent buyback.
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