Willis Lease Finance Financial Analysis
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 04 2026
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Should l Buy WLFC?
Source: Yahoo Finance
- Valuation Metrics: Willis Lease's enterprise value/EBITDA stands at approximately 8.8, which is below that of its leasing and aviation service peers, indicating a pessimistic market view on its cash flow and asset durability, potentially impacting future financing capabilities.
- Revenue Growth Momentum: For the period ending March 31, 2025, Willis Lease reported revenue of about $157.7 million, reflecting a 33% year-over-year increase, showcasing strong momentum in its core engine leasing business that may attract investor interest.
- Improved Asset Utilization: As of 2025, the company's owned engine portfolio was valued at approximately $2.82 billion, with utilization rising to 86.4%, directly supporting growth in lease rental and maintenance revenues, thereby enhancing the company's competitive position in the market.
- Debt Risk Warning: Willis Lease's net debt/EBITDA exceeds 9, significantly higher than typical industry averages, indicating substantial financial risk, where future earnings volatility could materially impact its debt servicing capability.
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Analyst Views on WLFC
About WLFC
Willis Lease Finance Corporation, along with its subsidiaries, is a lessor and servicer of commercial aircraft and aircraft engines. The Company operates through two segments: Leasing and Related Operations, and Spare Parts Sales. The Leasing and Related Operations segment involves acquiring and leasing, primarily pursuant to operating leases, commercial aircraft, aircraft engines and other aircraft equipment and the selective purchase and resale of commercial aircraft engines and other aircraft equipment and other related businesses. The Spare Parts Sales segment involves the purchase and resale of after-market engine parts, whole engines, engine modules and portable aircraft components. The Spare Parts Sales segment also enables the Company to provide end-of-life solutions for surplus aircraft and engines, as well as manage the full lifecycle of its lease assets. Its subsidiaries include WEST Engine Funding LLC, Willis Aeronautical Services, Inc., and Willis Asset Management Limited.
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.
Investigation into Willis Lease Finance Corporation's Board of Directors
- Investigation Background: Bleichmar Fonti & Auld LLP is investigating whether the board of directors of Willis Lease Finance Corporation and Executive Chairman Charles F. Willis, IV have breached their fiduciary duties to shareholders, particularly concerning potentially excessive compensation payments.
- Compensation Data: Charles F. Willis received approximately $6.2 million in fiscal year 2022, $10.7 million in 2023, $14.0 million in 2024, and $14.2 million in 2025, indicating a significant upward trend in his compensation over the years.
- Equity Incentive Issues: In 2024, the board issued stock options worth $23.9 million to Willis and other executives, and in 2025, granted him an option to purchase 300,000 shares, aimed at retaining him as Executive Chairman, raising concerns about the appropriateness of such compensation practices.
- Impact on Shareholder Rights: Given that Willis controls approximately 40% of the company's shares, the outcome of this investigation could significantly affect the company's governance structure and shareholder trust, potentially impacting future stock performance.
See More
Investigation into Willis Lease Finance Corporation's Board of Directors
- Investigation Background: Bleichmar Fonti & Auld LLP is investigating Willis Lease Finance Corporation's board and Executive Chairman Charles F. Willis IV for potential breaches of fiduciary duties related to excessive compensation payments to Mr. Willis.
- Compensation Data: Mr. Willis's compensation increased from approximately $6.2 million in 2022 to $14.2 million in 2025, with over half of this amount in stock awards, indicating potential issues with the compensation structure.
- Shareholder Risk: The investigation focuses on whether Mr. Willis's compensation constitutes excessive or wasteful payments, which could jeopardize shareholder interests, particularly given Mr. Willis's controlling shareholder status and the governance structure.
- Legal Options: Current shareholders are encouraged to submit information for legal assistance, with BFA offering representation on a contingency fee basis, emphasizing their commitment to protecting shareholder rights.
See More
Investigation into Willis Lease Finance Corporation's Board of Directors
- Investigation Background: Bleichmar Fonti & Auld LLP is investigating Willis Lease Finance Corporation's board and Executive Chairman Charles F. Willis IV for potential breaches of fiduciary duties related to excessive compensation payments to Mr. Willis.
- Compensation Data: Mr. Willis received approximately $6.2 million in fiscal year 2022, $10.7 million in fiscal year 2023, and $14.2 million in fiscal year 2025, with over half of his compensation in stock awards, indicating potential issues with the compensation structure.
- Options Grant: Despite high compensation, the compensation committee awarded Mr. Willis an option grant for up to 300,000 shares in November 2025, intended to retain him as Executive Chairman, raising questions about the appropriateness of this decision.
- Shareholder Rights: BFA is assessing whether Mr. Willis's compensation constitutes excessive or wasteful payments and whether the board has breached fiduciary duties to shareholders, which could impact shareholder rights and corporate governance.
See More
Investigation into Willis Lease Finance Corporation's Board
- Investigation Background: Bleichmar Fonti & Auld LLP is investigating Willis Lease Finance Corporation's board and Executive Chairman Charles F. Willis IV for potential breaches of fiduciary duties to shareholders related to excessive compensation payments.
- Compensation Data: Charles F. Willis IV received approximately $6.2 million in fiscal year 2022, $10.7 million in 2023, and $14.2 million in 2025, with over half of his compensation in stock awards, indicating potential issues with the compensation structure.
- Options Grant: Despite substantial compensation, Willis Lease's compensation committee awarded Mr. Willis an option grant for up to 300,000 shares in November 2025, intended to retain him as Executive Chairman, raising questions about the appropriateness of this decision.
- Shareholder Rights: BFA is assessing whether Mr. Willis's compensation represents excessive or wasteful payments and whether the board has breached its fiduciary duties, which could impact shareholder rights and corporate governance.
See More
Willis Lease Finance Financial Analysis
- Valuation Metrics: Willis Lease's enterprise value/EBITDA stands at approximately 8.8, which is below that of its leasing and aviation service peers, indicating a pessimistic market view on its cash flow and asset durability, potentially impacting future financing capabilities.
- Revenue Growth Momentum: For the period ending March 31, 2025, Willis Lease reported revenue of about $157.7 million, reflecting a 33% year-over-year increase, showcasing strong momentum in its core engine leasing business that may attract investor interest.
- Improved Asset Utilization: As of 2025, the company's owned engine portfolio was valued at approximately $2.82 billion, with utilization rising to 86.4%, directly supporting growth in lease rental and maintenance revenues, thereby enhancing the company's competitive position in the market.
- Debt Risk Warning: Willis Lease's net debt/EBITDA exceeds 9, significantly higher than typical industry averages, indicating substantial financial risk, where future earnings volatility could materially impact its debt servicing capability.
See More
Investigation into Willis Lease Finance Corporation's Board of Directors
- Investigation Background: Bleichmar Fonti & Auld LLP is investigating whether the board of directors of Willis Lease Finance Corporation and Executive Chairman Charles F. Willis, IV have breached their fiduciary duties to shareholders, particularly concerning excessive compensation payments to Mr. Willis.
- Compensation Data: Mr. Willis received approximately $6.2 million in fiscal year 2022, $10.7 million in fiscal year 2023, and $14.2 million in fiscal year 2025, with over half of his compensation in stock awards, indicating potential issues with the compensation structure.
- Options Grant: Despite substantial compensation, the compensation committee awarded Mr. Willis an option to purchase up to 300,000 shares on November 10, 2025, aimed at retaining him as Executive Chairman, with the exercise price linked to the company's stock price, raising concerns about the appropriateness of such incentives.
- Impact on Shareholder Rights: BFA is assessing whether Mr. Willis's compensation represents excessive or wasteful payments, and if confirmed, the findings could significantly impact the company's governance structure and shareholder rights.
See More
Investigation into Willis Lease Finance Corporation's Board of Directors
- Investigation Background: Bleichmar Fonti & Auld LLP is investigating whether the board of directors of Willis Lease Finance Corporation and Executive Chairman Charles F. Willis, IV have breached their fiduciary duties to shareholders, particularly concerning potentially excessive compensation payments.
- Compensation Data: Charles F. Willis received approximately $6.2 million in fiscal year 2022, $10.7 million in 2023, $14.0 million in 2024, and $14.2 million in 2025, indicating a significant upward trend in his compensation over the years.
- Equity Incentive Issues: In 2024, the board issued stock options worth $23.9 million to Willis and other executives, and in 2025, granted him an option to purchase 300,000 shares, aimed at retaining him as Executive Chairman, raising concerns about the appropriateness of such compensation practices.
- Impact on Shareholder Rights: Given that Willis controls approximately 40% of the company's shares, the outcome of this investigation could significantly affect the company's governance structure and shareholder trust, potentially impacting future stock performance.
See More
Investigation into Willis Lease Finance Corporation's Board of Directors
- Investigation Background: Bleichmar Fonti & Auld LLP is investigating Willis Lease Finance Corporation's board and Executive Chairman Charles F. Willis IV for potential breaches of fiduciary duties related to excessive compensation payments to Mr. Willis.
- Compensation Data: Mr. Willis's compensation increased from approximately $6.2 million in 2022 to $14.2 million in 2025, with over half of this amount in stock awards, indicating potential issues with the compensation structure.
- Shareholder Risk: The investigation focuses on whether Mr. Willis's compensation constitutes excessive or wasteful payments, which could jeopardize shareholder interests, particularly given Mr. Willis's controlling shareholder status and the governance structure.
- Legal Options: Current shareholders are encouraged to submit information for legal assistance, with BFA offering representation on a contingency fee basis, emphasizing their commitment to protecting shareholder rights.
See More
Investigation into Willis Lease Finance Corporation's Board of Directors
- Investigation Background: Bleichmar Fonti & Auld LLP is investigating Willis Lease Finance Corporation's board and Executive Chairman Charles F. Willis IV for potential breaches of fiduciary duties related to excessive compensation payments to Mr. Willis.
- Compensation Data: Mr. Willis received approximately $6.2 million in fiscal year 2022, $10.7 million in fiscal year 2023, and $14.2 million in fiscal year 2025, with over half of his compensation in stock awards, indicating potential issues with the compensation structure.
- Options Grant: Despite high compensation, the compensation committee awarded Mr. Willis an option grant for up to 300,000 shares in November 2025, intended to retain him as Executive Chairman, raising questions about the appropriateness of this decision.
- Shareholder Rights: BFA is assessing whether Mr. Willis's compensation constitutes excessive or wasteful payments and whether the board has breached fiduciary duties to shareholders, which could impact shareholder rights and corporate governance.
See More
Investigation into Willis Lease Finance Corporation's Board
- Investigation Background: Bleichmar Fonti & Auld LLP is investigating Willis Lease Finance Corporation's board and Executive Chairman Charles F. Willis IV for potential breaches of fiduciary duties to shareholders related to excessive compensation payments.
- Compensation Data: Charles F. Willis IV received approximately $6.2 million in fiscal year 2022, $10.7 million in 2023, and $14.2 million in 2025, with over half of his compensation in stock awards, indicating potential issues with the compensation structure.
- Options Grant: Despite substantial compensation, Willis Lease's compensation committee awarded Mr. Willis an option grant for up to 300,000 shares in November 2025, intended to retain him as Executive Chairman, raising questions about the appropriateness of this decision.
- Shareholder Rights: BFA is assessing whether Mr. Willis's compensation represents excessive or wasteful payments and whether the board has breached its fiduciary duties, which could impact shareholder rights and corporate governance.
See More
Willis Lease Finance Financial Analysis
- Valuation Metrics: Willis Lease's enterprise value/EBITDA stands at approximately 8.8, which is below that of its leasing and aviation service peers, indicating a pessimistic market view on its cash flow and asset durability, potentially impacting future financing capabilities.
- Revenue Growth Momentum: For the period ending March 31, 2025, Willis Lease reported revenue of about $157.7 million, reflecting a 33% year-over-year increase, showcasing strong momentum in its core engine leasing business that may attract investor interest.
- Improved Asset Utilization: As of 2025, the company's owned engine portfolio was valued at approximately $2.82 billion, with utilization rising to 86.4%, directly supporting growth in lease rental and maintenance revenues, thereby enhancing the company's competitive position in the market.
- Debt Risk Warning: Willis Lease's net debt/EBITDA exceeds 9, significantly higher than typical industry averages, indicating substantial financial risk, where future earnings volatility could materially impact its debt servicing capability.
See More
Investigation into Willis Lease Finance Corporation's Board of Directors
- Investigation Background: Bleichmar Fonti & Auld LLP is investigating whether the board of directors of Willis Lease Finance Corporation and Executive Chairman Charles F. Willis, IV have breached their fiduciary duties to shareholders, particularly concerning excessive compensation payments to Mr. Willis.
- Compensation Data: Mr. Willis received approximately $6.2 million in fiscal year 2022, $10.7 million in fiscal year 2023, and $14.2 million in fiscal year 2025, with over half of his compensation in stock awards, indicating potential issues with the compensation structure.
- Options Grant: Despite substantial compensation, the compensation committee awarded Mr. Willis an option to purchase up to 300,000 shares on November 10, 2025, aimed at retaining him as Executive Chairman, with the exercise price linked to the company's stock price, raising concerns about the appropriateness of such incentives.
- Impact on Shareholder Rights: BFA is assessing whether Mr. Willis's compensation represents excessive or wasteful payments, and if confirmed, the findings could significantly impact the company's governance structure and shareholder rights.
See More
