Added to YB: 2026-05-08
Pitch date: 2026-05-05
WLFC [neutral]
Willis Lease Finance Corporation
-1.97%
current return
Author Info
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Company Info
Willis Lease Finance Corporation, together with its subsidiaries, operates as a lessor and servicer of commercial aircraft and aircraft engines worldwide.
Market Cap
$1.7B
Pitch Price
$230.00
Price Target
N/A
Dividend
0.67%
EV/EBITDA
9.64
P/E
14.56
EV/Sales
5.30
Sector
Trading Companies and Distributors
Category
value
Realizing Engine Value - Willis Lease Finance Corporation
WLFC (holding update): Spare aircraft engine leasing co at 69% TBV (~$67/share), but fair value engines worth +$60/share per ABS disclosures. Earned $2+/share 3 of last 4 qtrs. Mgmt (57% stake) offered $50/share takeover rejected as lowball. Blackstone JV asset sales started Q2. Potential $20M Russia recovery. Legacy ABS funding ~4% cost favorable in rate environment. Countercyclical benefiting from airline stress. Risks: excessive mgmt comp, minority holder treatment.
Read full article (2 min)