Brookfield Asset Management Completes Acquisition of Air Lease Corporation
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 08 2026
0mins
Should l Buy BAM?
Source: Newsfilter
Brookfield Asset Management Ltd (BAM) has seen its stock rise by 3.00%, reaching a 20-day high amid strong market performance, with the Nasdaq-100 up 1.74% and the S&P 500 up 1.20%.
The recent completion of the acquisition of Air Lease Corporation by Sumitomo Corporation, SMBC Aviation Capital, Apollo-managed funds, and Brookfield, valued at approximately $7.4 billion, is expected to significantly enhance Brookfield's financial position. This strategic move is anticipated to solidify its market leadership in the aircraft leasing sector, benefiting from the transfer of Air Lease's orderbook to SMBC Aviation Capital, which now totals around 420 aircraft.
This acquisition not only strengthens Brookfield's competitive edge but also aligns with its long-term growth strategy, positioning the company to capitalize on the evolving demands of the airline industry. Investors are likely to respond positively to this development, reflecting confidence in Brookfield's future prospects.
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Analyst Views on BAM
Wall Street analysts forecast BAM stock price to rise
9 Analyst Rating
5 Buy
4 Hold
0 Sell
Moderate Buy
Current: 48.830
Low
56.59
Averages
64.98
High
74.46
Current: 48.830
Low
56.59
Averages
64.98
High
74.46
About BAM
Brookfield Asset Management Ltd. is a global alternative asset manager. The Company invests client capital for the long-term with a focus on real assets and essential service businesses that form the backbone of the global economy. It offers a range of alternative investment products to investors around the world including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies and private wealth investors. Its products have three categories, which include long-term private funds, permanent capital vehicles and perpetual strategies, and liquid strategies. These are invested across five principal strategies: renewable power and transition, infrastructure, real estate, private equity, and credit.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Refinancing Details: The new 2036 notes will merge with the existing $400 million notes issued in November 2025, creating a total series of $850 million, maintaining a rate of 5.298%, which will help reduce financing costs and optimize the capital structure.
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- Issuance Timeline: The bond offering is expected to close on April 17, 2026, subject to customary closing conditions, demonstrating the company's keen market timing, which may lay the groundwork for future financing activities.
See More
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- Partnership Expansion: Oracle is deepening its collaboration with Bloom Energy by contracting for 1.2 gigawatts of fuel cell capacity, with plans to complete deployment by 2027, addressing energy demands for U.S. data centers.
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- Cameco's Market Position: Cameco is projected to account for 15% of global uranium production by 2025, and its partnership with Brookfield to acquire Westinghouse Electric diversifies its business, with expected revenue CAGR of 8% from 2025 to 2028.
- Oklo's Innovative Reactor: Oklo's Aurora microreactor is designed for flexible deployment in remote areas, with plans to deploy its first 75 MW reactor in Idaho by 2027, anticipating revenue growth from under $1 million in 2026 to $36 million by 2028.
- Uranium Price Surge: Uranium spot prices have rebounded from $35 in 2020 to $84.25 in March 2023, with analysts predicting a rise to $100-$125 this year, enhancing profitability for companies like Cameco and attracting investor interest.
See More
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- Surging Electricity Demand: According to a report by the International Energy Agency, global electricity demand is expected to rise by 40% by 2035, primarily driven by climate change-induced cooling needs and the growth of data centers and AI, indicating a favorable trend for uranium producers.
- Cameco's Financial Performance: Over the past five years, Cameco has seen a 76% increase in revenue, a 93% rise in dividends, a 628% increase in return on invested capital (ROIC), and a 134% growth in free cash flow, demonstrating strong profitability growth, with 2025 revenue reaching $3.48 billion and EPS up 246%.
- Strategic Value of Westinghouse Acquisition: By acquiring a 49% stake in Westinghouse, Cameco has transformed into an integrated nuclear fuel leader, with Westinghouse contributing $219 million in adjusted EBITDA in 2025, which is expected to further enhance earnings in the future.
- Competitive Advantage in the Industry: Cameco holds majority interests in two Tier 1 operating mines in Saskatchewan and minority interests in several others, providing it with a significant competitive edge in uranium mining, effectively mitigating challenges from new entrants.
See More
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- Significant Revenue Growth: Cameco has achieved a 76% revenue increase over the past five years, with 2025 revenue reaching $3.48 billion, an 11% year-over-year growth, indicating strong demand and profitability in the uranium market.
- Enhanced Profitability: The company's earnings per share (EPS) reached $1.35 in 2025, reflecting a remarkable 246% increase from the previous year, showcasing significant progress in profitability and boosting investor confidence.
- Optimized Debt Management: Cameco successfully paid off $200 million of its U.S. term loan, resulting in cash and cash equivalents of $1.2 billion, significantly exceeding its total debt of $1 billion, demonstrating a robust financial position.
- Strategic Acquisition Moves: By acquiring a 49% stake in Westinghouse, Cameco not only strengthened its uranium mining capabilities but also achieved vertical integration through high-margin services and fuel fabrication, further solidifying its leadership in the nuclear energy market.
See More
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- Strong Stock Performance: Cameco's stock has risen 26% this year while the S&P 500 has remained nearly flat, indicating robust market performance and reflecting investor confidence in its future growth potential.
- Uranium Price Recovery: The spot price of uranium has surged from $35 per pound in 2020 to $84.25 at the end of March this year, with expectations to reach $100-$125, providing strong support for Cameco's profitability.
- Business Diversification Strategy: Cameco is gradually diversifying its business by increasing its stake in Global Laser Enrichment (GLE) from 24% to 49% and partnering with Brookfield Asset Management to acquire Westinghouse Electric, thereby reducing direct exposure to uranium prices.
- Future Growth Expectations: Analysts expect Cameco's revenue and adjusted EBITDA to grow at CAGRs of 8% and 12% from 2025 to 2028, and despite its current enterprise value of $69.3 billion indicating a high valuation, it still demonstrates reliability in the nuclear market.
See More
