Air Lease Corp Stock Price, News & Analysis

Air Lease (NYSE: AL) announced long-term lease agreements with Magnifica Air for six new Airbus aircraft: four A220-300 and two A321-200neo. The aircraft are scheduled for delivery to the startup carrier in 2027. Magnifica Air plans a luxury commercial model with 45–54 seats per aircraft and 2–4 private suites per airplane. The agreement positions Air Lease as the first lessor to supply Magnifica Air's initial fleet and supports the airline's planned 2027 launch.

The press release includes customary forward-looking statements about fleet development and delivery timing and directs investors to company filings for risks and additional details.

Air Lease (NYSE: AL) reported third-quarter 2025 aircraft activity as of September 30, 2025. The fleet totaled 503 owned and 50 managed aircraft, with 228 new aircraft on order from Airbus and Boeing delivering through 2031.

During Q3 2025 the company delivered 13 new aircraft (2 A220, 2 A321neo, 6 B737-8, 3 B737-9) and recorded aircraft investments of approximately $685 million, mostly in the first half of the quarter. The company sold 5 aircraft with sales proceeds of about $220 million. Air Lease also recognized a net benefit of approximately $60 million from insurer settlements related to its former Russian fleet.

Air Lease (NYSE: AL) will release its third quarter 2025 financial results after market close on November 3, 2025. The company said it will not host an earnings conference call for this release because of a pending merger agreement. The release reiterates that investor materials and important disclosures are posted in the company’s Investors section at the company website and provides investor and media contact emails for follow-up.

This timing note and the absence of a call are the primary investor‑facing details provided ahead of the Nov 3 results.

Air Lease Corporation (NYSE: AL) has announced a definitive agreement to be acquired by a Dublin-based holding company owned by Sumitomo Corporation, SMBC Aviation Capital, Apollo, and Brookfield. Under the terms, AL shareholders will receive $65.00 per share in cash, valuing the company at approximately $7.4 billion, or $28.2 billion including debt obligations.

The cash consideration represents significant premiums: 7% over AL's all-time high, 14% over the 30-day volume weighted average, and 31% over the 12-month volume weighted average. The transaction, unanimously approved by AL's Board, is expected to close in the first half of 2026, subject to stockholder and regulatory approvals.

Air Lease (NYSE: AL), a leading global aircraft leasing company, announced that CEO and President John L. Plueger will present at the Deutsche Bank 15th Annual Aviation Forum in New York City on September 3rd, 2025, at 9:00am Eastern Time.

The presentation will be accessible through a live webcast on Air Lease's investor relations website, with materials being posted before the event. The company, headquartered in Los Angeles, specializes in purchasing new commercial aircraft and providing customized leasing and financing solutions to airlines worldwide.

Air Lease Corporation (NYSE: AL) has delivered two new Airbus A321-200neo aircraft to China Airlines on August 16th and 20th, 2025. These deliveries mark the seventh and eighth A321neos provided to the Taiwan-based carrier from Air Lease's Airbus orderbook.

China Airlines, founded in 1959 and part of the SkyTeam Alliance, is expanding its fleet capacity in response to growing travel demand. The airline currently operates a fleet of 115 aircraft and employs over 10,000 people worldwide. This fleet modernization initiative aims to enhance the airline's global network development and maintain market competitiveness.

Air Lease (NYSE: AL) reported strong Q2 2025 financial results, highlighted by significant insurance recoveries from its Russian fleet and robust aircraft demand. The company achieved $731.7 million in revenue, up 9.7% year-over-year, and net income of $374.1 million, or $3.33 per diluted share, a 313.8% increase from Q2 2024.

Key operational highlights include delivery of 12 new aircraft worth $892 million, bringing the total fleet to 495 aircraft valued at $29.1 billion. The company recognized a $344 million benefit from Russian fleet insurance settlements and expects an additional $60 million in Q3. Air Lease maintained strong lease placement rates with 100% of aircraft deliveries through 2026 and 87% through 2027 already placed.

The company's portfolio shows a healthy 7.2-year average remaining lease term across 109 airlines in 55 countries, with a quarterly dividend of $0.22 per share declared.

Air Lease (NYSE: AL) reported significant fleet activities for Q2 2025. The company delivered 12 new aircraft from its orderbook, including Airbus and Boeing models, with aircraft investments totaling $890 million. The company's fleet comprised 495 owned and 53 managed aircraft, with 241 new aircraft on order through 2031.

During the quarter, AL sold 4 aircraft to third-party buyers for approximately $126 million. Additionally, the company recognized a $344 million net benefit from insurance settlements related to its former Russian fleet.

Air Lease (NYSE: AL) has scheduled its second quarter 2025 financial results conference call for August 4, 2025 at 4:30 PM Eastern Time. The call will be accessible via phone and webcast through the company's website.

Investors can join by dialing 1 (800) 715-9871 (domestic) or 1 (646) 307-1963 (international) using passcode 4869598. A replay will be available until August 11, 2025 at 11:59 PM ET.