Air Lease Corp Stock Price, News & Analysis

Air Lease (NYSE: AL) provided a fourth-quarter 2025 update on fleet activity. As of December 31, 2025, the company reported 490 owned and 45 managed aircraft, with 218 new aircraft on order from Airbus and Boeing delivering through 2031. During the quarter AL delivered 10 new aircraft (A220, A321neo, three 737-8, one 737-9, 787-9, two 787-10) and recorded aircraft investments of approximately $920 million, mostly in the back half of the quarter. AL also sold 23 aircraft to third-party buyers and reported sales proceeds of approximately $1 billion for the quarter.

Air Lease (NYSE: AL) announced delivery of the first of four new Airbus A321XLR aircraft to Uzbekistan carrier Qanot Sharq on December 19, 2025. The aircraft is the inaugural A321XLR in Qanot Sharq’s fleet and the first A321XLR introduced to Asia by a lessor under a long-term lease from Air Lease. The airline said the A321XLR will enable new nonstop routes from Uzbekistan, expand its international network, and improve range, efficiency, and passenger comfort.

The agreement covers a total of four A321XLR to be delivered on long-term lease, strengthening the lessor-lessee partnership and expanding Qanot Sharq’s widebody-capable narrowbody capabilities.

Air Lease (NYSE: AL) announced that Class A stockholders approved a definitive merger agreement to be acquired by Sumisho Air Lease Corporation DAC, whose shares will be held by Sumitomo, SMBC Aviation Capital, Apollo affiliates, and Brookfield.

At closing each Class A share will receive $65.00 in cash. Approximately 80.7% of Class A shares voted in favor. The transaction is expected to close in the first half of 2026, subject to closing conditions; final voting results will appear on a Form 8-K.

Summary not available.

Air Lease (NYSE: AL) announced a long-term lease of one new Airbus A321-200neo to Sun PhuQuoc Airways, with delivery scheduled in 2027. The agreement supports the Vietnamese startup's fleet development and emphasizes modern, fuel-efficient aircraft to improve passenger comfort and operational sustainability. Air Lease highlighted continued relationship growth; Sun PhuQuoc described the aircraft as a key step in connecting Phu Quoc and Vietnam to regional and international destinations. The release includes standard forward-looking statements disclaimers about future results and delivery timing.

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.