Air Lease Corporation Class A (AL)

Over the past six months, Air Lease Corp. (AL) stock has experienced several notable events. The share price increased by 22.32% between November 25, 2024, and November 21, 2025. As of November 27, 2025, the stock was trading near its 52-week high. Air Lease is expected to be acquired by a consortium including Sumitomo Corporation, SMBC Aviation Capital, Apollo, and Brookfield for approximately US$7.4 billion, with the transaction anticipated to close by the first quarter of fiscal year 2026. Air Lease reported Q3 2025 earnings per share (EPS) of $1.29, surpassing estimates, but revenue missed expectations. There has been insider selling activity, and analyst ratings have seen adjustments, with downgrades from Deutsche Bank Aktiengesellschaft, TD Cowen, and Zacks Research.

Executives at Air Lease Corporation believe that recent weaker demand observed by some U.S. and European low-cost carriers signifies a return to more seasonal patterns as post-pandemic trends stabilize. The company's operating performance is influenced by factors such as fleet growth, lease terms, interest rates, and gains from aircraft sales. A resurgence in travel demand would benefit the airline industry, increasing utilization of leased aircraft and potentially higher lease rates, thereby bolstering demand for leased aircraft and enhancing Air Lease's revenue and profitability.

Air Lease Corporation (ALC), founded in 2010 and headquartered in Los Angeles, is an American aircraft leasing company. ALC purchases new commercial jet aircraft from manufacturers like Boeing and Airbus and leases them to airlines globally. The company also sells aircraft and provides fleet management services. As of June 30, 2025, ALC owned 495 aircraft, managed 53, and had 241 on order. As of March 2024, Air Lease owned 472 aircraft, comprising 354 narrowbody and 118 widebody aircraft, with 320 more on order.

Air Lease Corporation operates globally, serving airline customers in regions including Latin America, Asia, the Middle East, the Pacific Rim, Eastern Europe, Mexico, Central America, South America, the United States, Canada, Europe, and Africa. The company has a diversified customer base of 119 airlines in 62 countries. In 2024, over 95% of its aircraft were operated internationally, with Europe and Asia Pacific accounting for 41.4% and 35.8% of the fleet's net book value, respectively.

Air Lease Corp. maintains a strong brand reputation, indicated by an aggregate usefulness score of 4.8 out of 5.0 based on 66 reviews for its responsibility reports. There is no specific information available in the provided search results about events that have negatively affected Air Lease Corp.'s reputation in the past year.

Air Lease Corporation's ownership is heavily concentrated among institutional investors, holding approximately 78.61% to 94.6% of the company's shares. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, Dimensional Fund Advisors Lp, FIL Ltd, American Century Companies Inc, and State Street Corp. Individual insiders hold approximately 6.65% to 24.84% of the shares, with Ares Management LLC owning a significant portion. The general public holds a smaller percentage, around 0% to 9.35%.