Air Lease Corp
About: Air Lease Corp is an aircraft leasing company based in the United States. It is engaged in purchasing commercial jet aircrafts directly from aircraft manufacturers and leasing those aircraft to airlines throughout the world to generate attractive returns on equity. The company also sells aircraft from its fleet to third parties, including other leasing companies, financial services companies, airlines, and other investors, and offers fleet management services to investors and owners of aircraft portfolios for a management fee. Geographically, it derives a majority of its revenue from the Asia-Pacific region and the rest from Europe, Middle East and Africa, Central America, South America, Mexico, the United States, and Canada.
Employees: 165
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
206% more call options, than puts
Call options by funds: $4M | Put options by funds: $1.31M
38% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 34
30% more funds holding in top 10
Funds holding in top 10: 10 [Q3] → 13 (+3) [Q4]
5% more capital invested
Capital invested by funds: $4.94B [Q3] → $5.19B (+$252M) [Q4]
2% more funds holding
Funds holding: 350 [Q3] → 356 (+6) [Q4]
1.17% more ownership
Funds ownership: 95.5% [Q3] → 96.67% (+1.17%) [Q4]
8% more repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 119
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
B of A Securities Ronald Epstein 61% 1-year accuracy 20 / 33 met price target | 18%upside $50 | Underperform Downgraded | 7 Mar 2025 |
JP Morgan Jamie Baker 27% 1-year accuracy 4 / 15 met price target | 34%upside $57 | Overweight Maintained | 18 Feb 2025 |
Financial journalist opinion
Based on 8 articles about AL published over the past 30 days
