Welcome to our dedicated page for Air Lease SEC filings (Ticker: AL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Air Lease Corporation (AL) filings document the aircraft lessor's material events, capital structure, governance actions, operating results, and completed corporate transition. Recent 8-K reports record the merger completion, the name change to Sumisho Air Lease Corporation, related material agreements, executive-compensation plan matters, and securities registered as Class A common stock and 3.700% Medium-Term Notes, Series A, due 2030.
The filing record also includes a Form 25 notification covering removal of the company's common stock and notes from New York Stock Exchange listing and registration. These disclosures provide the formal record of the issuer's public-company status change, shareholder and capital-structure matters, governance updates, and recurring aircraft-leasing financial disclosures.
Air Lease Corporation EVP John D. Poerschke reported equity compensation activity involving Class A common stock. On the reported date, he acquired 234 shares at no cost through the vesting of performance-based restricted stock units granted in 2023 under the company’s 2014 Equity Incentive Plan.
In a separate tax-withholding disposition, 97 shares were delivered at a price of $64.66 per share to cover obligations tied to this vesting. After these transactions, Poerschke directly owned 109,208 shares of Air Lease Corporation Class A common stock.
Air Lease Corporation executive Grant A. Levy reported equity award activity and related tax withholding. Levy acquired 348 shares of Class A common stock at no cost upon vesting of performance-based restricted stock units granted in 2023 under the company’s 2014 Equity Incentive Plan. To cover tax obligations, 144 shares were disposed of at $64.66 per share through share withholding, rather than an open-market sale. Following these transactions, Levy directly owns 153,519 shares. An additional 4,500 shares are owned by one of his sons, for which Levy disclaims beneficial ownership except to the extent of any pecuniary interest.
Air Lease Corporation CEO John L. Plueger reported equity compensation activity in Class A common stock. He acquired 1,819 shares at no cost through the vesting of performance-based restricted stock units granted in 2023 under the company’s 2014 Equity Incentive Plan. To satisfy tax obligations, 700 shares were disposed of at $64.66 per share via share withholding, leaving him with 882,091 directly owned shares. The filing also lists two indirect holdings of 500 shares each owned by one of his sons, for which he expressly disclaims beneficial ownership except to the extent of any pecuniary interest.
Air Lease Corporation EVP Kishore Korde received 311 shares of Class A common stock through the vesting of performance-based restricted stock units granted in 2023 under the company’s 2014 Equity Incentive Plan. On the same date, 129 shares were disposed of to cover tax obligations, leaving him with 64,703 directly held shares. Additional shares are reported as indirectly owned for his children, with Korde disclaiming beneficial ownership beyond any pecuniary interest.
Air Lease Corporation EVP Alex A. Khatibi reported equity compensation activity in company stock. On February 12, 2026, he acquired 308 shares of Class A common stock at $0.00 per share, issued upon vesting of performance-based restricted stock units granted in 2023 under the 2014 Equity Incentive Plan. On the same date, 127 shares were disposed of at $64.66 per share to satisfy tax withholding obligations. After these transactions, he directly owned 93,321 shares of Air Lease Class A common stock.
Air Lease Corporation executive Carol Hyland Forsyte reported routine equity compensation activity. On a Form 4, she acquired 311 shares of Class A common stock at $0.0000 per share as part of a grant or award, increasing her holdings to 102,905 shares before subsequent withholding.
On the same date, 129 shares were disposed of at $64.6600 per share to cover tax liabilities through share delivery, a standard tax-withholding disposition. After these transactions, she directly owned 102,776 shares. A footnote explains the shares were issued upon vesting of performance-based restricted stock units granted in 2023 under the company’s 2014 Equity Incentive Plan.
Air Lease Corporation executive David Beker reported routine equity compensation transactions. He acquired 140 shares of Class A common stock at no cost from the vesting of performance-based restricted stock units granted in 2023 under the company’s 2014 Equity Incentive Plan. To cover related tax obligations, 49 shares were disposed of through a tax-withholding transaction at $64.66 per share. Following these entries, he directly owns 36,408 shares of Air Lease Class A common stock.
Air Lease Corporation reports strong 2025 results and details its planned sale. Total revenues rose 10.3% to $3.0 billion, driven by fleet growth, higher lease yields and more aircraft sales. Net income attributable to common stockholders jumped to $1.0 billion, or $9.29 per diluted share, helped by a $736.4 million net benefit from insurance settlements on aircraft detained in Russia.
The company ended 2025 with 490 owned aircraft and fleet net book value of $29.1 billion, plus $28.9 billion of committed minimum future rental payments. Liquidity was $7.5 billion against $19.9 billion of largely unsecured debt at a 4.15% composite cost of funds. Air Lease has 218 aircraft on order with $12.6 billion of commitments and high placement levels into 2031.
Air Lease has agreed to be acquired for $65.00 in cash per Class A share by a consortium-backed parent, with closing anticipated in the first half of 2026, subject to customary conditions. The merger will transfer the company’s orderbook and related future lease rentals after closing to SMBC Aviation Capital, and imposes interim restrictions on new debt, asset sales and aircraft orders.
Air Lease Corporation reported strong fourth quarter and full year 2025 results, with both revenue and earnings rising sharply. Quarterly revenue reached $820.4 million, up 15.1% from 2024, while net income attributable to common stockholders nearly doubled to $169.9 million, or $1.51 per diluted share.
For 2025, revenue grew to $3.02 billion, up 10.3%, and net income to common stockholders jumped to $1.04 billion, or $9.29 per diluted share, largely boosted by $736.4 million of recoveries related to aircraft detained in Russia. Adjusted net income before income taxes rose to $718.4 million and adjusted diluted earnings per share before income taxes increased to $6.40, reflecting underlying growth despite higher depreciation and interest expense.
The company highlighted record quarterly and annual revenues, strong aircraft trading gains, and a fleet of 490 owned and 45 managed aircraft with $28.9 billion of committed future rentals. Shareholders approved a merger with Sumisho Air Lease’s parent in December, with closing anticipated in the first half of 2026, and the board declared a $0.22 per share quarterly dividend payable April 7, 2026.
The Vanguard Group filed an amended Schedule 13G reporting beneficial ownership of 11,424,772 shares of Air Lease Corp common stock, representing 10.22% of the class as of 12/31/2025.
The firm reports shared voting power over 790,460 shares and shared dispositive power over all 11,424,772 shares, with no sole voting or dispositive authority. Vanguard states the shares are held in the ordinary course of business and not to change or influence control of Air Lease. It also notes an internal realignment effective January 12, 2026, after which certain subsidiaries are expected to report beneficial ownership separately.