Willis Lease Finance Corporation (WLFC)

Over the past six months, WLFC's stock has experienced a decline. The share price as of December 31, 2025, was $135.64, representing a 36.31% decrease from January 2, 2025. Key events impacting the stock include Q2 2025 financial results with total revenue up 29.4% year-over-year, Q3 2025 financial results with total revenue reaching $183.4 million, a partnership with Liberty Mutual Investments, the closing of fixed-rate notes, an aircraft engine leasing partnership with Blackstone Credit & Insurance, and the establishment of Willis Aviation Capital.

The demand for Willis Lease Finance Corp.'s products and services is influenced by the broader aviation market dynamics. The company is currently capitalizing on a strong and growing demand for engine leasing due to widespread shortages, supply chain issues, and maintenance bottlenecks in the aviation industry. Airlines are increasingly seeking cost-efficient leasing and maintenance solutions to manage escalating costs and avoid protracted, expensive engine shop visits. This indicates a consistent, high demand driven by current industry conditions rather than explicit seasonal fluctuations.

Willis Lease Finance Corp. (WLFC), founded in 1985, is a global leader in aviation services, specializing in the acquisition, lease, and resale of commercial aircraft, aircraft engines, and other aircraft equipment. The company operates within the Aerospace and Defense industry, specifically in the Rental & Leasing Services sector. WLFC's primary business objective is to create shareholder value by acquiring and managing commercial aircraft and engines, generating returns primarily through lease rent and maintenance reserve revenues, as well as management fees for assets owned by other parties. Major products and services include engine leasing and spare parts, aircraft leasing, consulting and advisory services, end-of-life solutions, and maintenance services.

Willis Lease Finance Corp. maintains a global presence with offices and operations across the United States, Europe, and Asia. The company leases its equipment to lessees domiciled in various geographic regions, including the Americas, Europe, Asia, Africa, and the Middle East. A significant portion of its on-lease engines, aircraft, and related equipment are leased and operated internationally. The company derives maximum revenue from the United States, followed by Europe and Asia-Pacific.

Willis Lease Finance Corporation has a long-established and trusted reputation as a pioneer and leader in aviation services. The company is recognized as the premier independent jet engine lessor in the commercial finance space. Its reputation is built on providing flexible, short-term leasing options, a comprehensive portfolio, and customized solutions to airlines, OEMs, and MROs. In the past year, WLFC's reputation has been positively reinforced by strong financial performance, strategic partnerships and acquisitions, and industry leadership in next-generation engine technology.

The ownership structure of Willis Lease Finance (WLFC) stock is a mix of institutional, retail, and individual investors. Approximately 16.16% to 32.89% of the company's stock is owned by institutional investors, while insiders hold about 63.15%. Individual investors hold approximately 58.4% of the shares, and institutional investors hold 45.55%. Major institutional owners include M3F, Inc., Dimensional Fund Advisors Lp, Renaissance Technologies Llc, DFSVX - U.s. Small Cap Value Portfolio - Institutional Class, BlackRock, Inc., Vanguard Group Inc, Morgan Stanley, Two Sigma Advisers, Lp, RBF Capital, LLC, Two Sigma Investments, Lp, JPMorgan Chase & Co., Citadel Advisors LLC, and Millennium Management LLC.