Air Lease Reports Strong Q1 2025 Financials, Projects $3B Deliveries

Air Lease Corporation reported strong Q1 2025 results, with revenue rising 11.3% to $738 million and net income surging to $364.8 million, boosted by a significant insurance settlement related to aircraft in Russia. The company’s diluted EPS reached $3.26, supported by robust global aircraft demand and fleet expansion amid ongoing supply constraints in the aviation industry. Operating margin improved markedly to 63.9%, and Air Lease now owns 487 aircraft. Despite longer delivery timelines from manufacturers like Boeing and Airbus, management remains optimistic, projecting aircraft deliveries valued between $3 billion and $3.5 billion for 2025. Analyst sentiment is positive, with most rating the stock as 'Outperform' and forecasting moderate price upside. However, long-term sales growth has been moderate historically, though recent demand acceleration suggests industry tailwinds could persist.