Air Lease Corporation Signs Merger Deal with Sumitomo Corporation, SMBC Aviation Capital, Apollo, and Brookfield
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 02 2025
0mins
Source: Newsfilter
Acquisition Announcement: Air Lease has entered into a definitive agreement to be acquired by a new holding company based in Dublin, with stockholders set to receive $65.00 per share, valuing the company at approximately $7.4 billion, or $28.2 billion including debt obligations.
Transaction Details and Implications: The merger, unanimously approved by Air Lease's Board, is expected to close in the first half of 2026, pending regulatory approvals and stockholder consent, while the company will not hold earnings calls during the transaction period.
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: 64.440
Low
65.00
Averages
65.00
High
65.00
Current: 64.440
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.
