AL

Air Lease Corp

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Advanced Chart

54.790

-0.12(-0.219%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

55.670

Open

55.580

VWAP

54.82

Vol

1.12M

Mkt Cap

6.12B

Low

54.2801

Amount

61.18M

EV/EBITDA(TTM)

9.91

Total Shares

111.37M

26.00B

EV/OCF(TTM)

14.83

P/S(TTM)

2.14

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.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q3

FY2025Q4

FY2026Q1

749.41M

+8.58%

777.68M

+9.09%

787.62M

+6.68%

Estimates Revision

The market is revising Downward the revenue expectations for Air Lease Corporation (AL) for FY2025, with the revenue forecasts being adjusted by -0.27% over the past three months. During the same period, the stock price has changed by 4.03%.

Revenue Estimates for FY2025

Revise Downward

-0.27%

In Past 3 Month

Stock Price

Go Up

+4.03%

In Past 3 Month

5 Analyst Rating

13.52% Upside

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 62.20 USD with a low forecast of 50.00 USD and a high forecast of 68.00 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.

4 Buy

0 Hold

1 Sell

Moderate Buy

13.52% Upside

Current: 54.790

Low

50.00

Averages

62.20

High

68.00

13.52% Upside

Current: 54.790

Low

50.00

Averages

62.20

High

68.00

Barclays

Overweight

maintain

$56 -> $67

2025-07-10

Reason

Barclays

Price Target

$56 -> $67

2025-07-10

maintain

Overweight

Reason

Barclays raised the firm's price target on Air Lease to $67 from $56 and keeps an Overweight rating on the shares as part of a Q2 earnings preview. With insurance recoveries largely realized, the firm sees increasing capital action optionality for the company.

Citi

Neutral -> Buy

upgrade

$45 -> $68

2025-05-20

Reason

Citi

Price Target

$45 -> $68

2025-05-20

upgrade

Neutral -> Buy

Reason

Citi upgraded Air Lease to Buy from Neutral with a price target of $68, up from $45. The firm says that after pivoting away from a long-held strategy of growing organically via direct purchases from aerospace manufacturers, Air Lease "now seems to be pursuing an AerCap-style capital allocation strategy." Air Lease management recently mentioned that it could pursue share buybacks and acquisitions now that its debt/equity has reached a target 2.5 times, the analyst tells investors in a research note. Citi believes the stock could further recoup some of its long-term underperformance versus peers.

B of A Securities

Ronald Epstein

Strong Buy

Sell

Downgrades

$72 → $50

2025-03-07

Reason

B of A Securities

Ronald Epstein

Price Target

$72 → $50

2025-03-07

Downgrades

Strong Buy

Sell

Reason

JP Morgan

Jamie Baker

Buy

Maintains

$56 → $57

2025-02-18

Reason

JP Morgan

Jamie Baker

Price Target

$56 → $57

2025-02-18

Maintains

Buy

Reason

Goldman Sachs

Catherine O'Brien

Strong Buy

Initiates

$65

2024-11-21

Reason

Goldman Sachs

Catherine O'Brien

Price Target

$65

2024-11-21

Initiates

Strong Buy

Reason

JP Morgan

Jamie Baker

Buy

Maintains

$52 → $56

2024-11-12

Reason

JP Morgan

Jamie Baker

Price Target

$52 → $56

2024-11-12

Maintains

Buy

Reason

See All Ratings

Valuation Metrics

The current forward P/E ratio for Air Lease Corp (AL.N) is 12.11, compared to its 5-year average forward P/E of 8.51. For a more detailed relative valuation and DCF analysis to assess Air Lease Corp 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

N/A

5Y Average PE

8.51

Current PE

12.11

Overvalued PE

17.11

Undervalued PE

-0.08

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

N/A

5Y Average EV/EBITDA

9.75

Current EV/EBITDA

0.00

Overvalued EV/EBITDA

11.16

Undervalued EV/EBITDA

8.34

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

N/A

5Y Average PS

1.87

Current PS

0.00

Overvalued PS

2.18

Undervalued PS

1.56