Air Lease Updates Aircraft Investments and Sales for Q4 2025
Written by Emily J. Thompson, Senior Investment Analyst
Air Lease (AL) announced an update on aircraft investments and sales occurring in the fourth quarter of 2025. As of December 31, 2025, AL's fleet was comprised of 490 owned aircraft and 45 managed aircraft, with 218 new aircraft on order from Airbus (EADSY) and Boeing (BA) set to deliver through 2031. The company delivered 10 new aircraft from AL's orderbook including one Airbus A220, two Airbus A321neos, three Boeing 737-8s, one Boeing 737-9, one Boeing 787-9, and two Boeing 787-10s. Aircraft investments totaled approximately $920M, with the majority occurring in the second half of the quarter. The company added that it sold 23 aircraft to third-party buyers. Aircraft sales proceeds for the quarter totaled approximately $1B.
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Analyst Views on AL
Wall Street analysts forecast AL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AL is 65.00 USD with a low forecast of 65.00 USD and a high forecast of 65.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Analyst Rating
0 Buy
2 Hold
0 Sell
Hold
Current: 64.410
Low
65.00
Averages
65.00
High
65.00
Current: 64.410
Low
65.00
Averages
65.00
High
65.00
About AL
Air Lease Corporation is a global aircraft leasing company. The Company is principally engaged in purchasing new commercial aircraft and leasing them to its airline customers worldwide through customized aircraft leasing and financing solutions. It purchases commercial aircraft directly from aircraft manufacturers, such as Airbus S.A.S. (Airbus) and The Boeing Company (Boeing). In addition to its leasing activities, it sells aircraft from its fleet to third parties, including other leasing companies, financial service companies, airlines and other investors. It also provides fleet management services to investors and owners of aircraft portfolios for a management fee. It has relationships with over 200 airlines across 70 countries. The Company operates its business on a global basis, providing aircraft to airline customers in every major geographical region, including markets, such as Asia Pacific, Europe, the Middle East and Africa, Central America, South America, and others.
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.
Air Lease Delivers New Boeing 737-8 to Air Canada
- Aircraft Delivery: Air Lease has delivered the first Boeing 737-8 aircraft to Air Canada under a long-term lease agreement signed in 2023, marking the beginning of a five-aircraft delivery plan that strengthens their long-term partnership.
- Fleet Modernization: The addition of the 737-8 to Air Canada's expanding narrowbody fleet supports the airline's goals of improving operational efficiency and sustainability, addressing the industry's urgent need for modernization.
- Future Delivery Schedule: The remaining four Boeing 737-8 aircraft are scheduled for delivery in 2026, which will further enhance Air Canada's fleet capabilities and support its growth strategy moving forward.
- Fuel Efficiency Improvement: As part of Boeing's 737 Max family, the 737-8 is designed for lower fuel consumption and operating costs, which is expected to provide significant cost savings and competitive advantages for Air Canada.
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Air Lease Delivers New Boeing 737-8 to Air Canada
- New Aircraft Delivery: Air Lease has delivered the first of five Boeing 737-8 aircraft to Air Canada under a long-term lease agreement signed in 2023, marking the beginning of a series of deliveries expected to be completed by 2026, thereby enhancing Air Canada's modern fleet.
- Fleet Expansion: The delivered 737-8 will join Air Canada's diverse and expanding fleet, improving fuel efficiency and aligning with the airline's dual focus on environmental sustainability and operational cost management, further solidifying its market position.
- Long-term Partnership: Air Lease's CEO, John Plueger, noted that this delivery reflects the ongoing collaboration with long-time customer Air Canada, showcasing the trust and potential for future cooperation in the aircraft leasing sector.
- Forward-Looking Statements: The press release includes forward-looking statements regarding anticipated fleet development and delivery timelines, emphasizing that actual results may vary due to various factors, prompting investors to stay informed through official updates.
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