Air Lease (US:AL) ZACKS·2025-08-04 22:36Core Insights - Air Lease (AL) reported quarterly earnings of $1.4 per share, exceeding the Zacks Consensus Estimate of $1.33 per share, and up from $1.23 per share a year ago, representing an earnings surprise of +5.26% [1] - The company achieved revenues of $731.7 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.73%, and up from $667.29 million year-over-year [2] - Air Lease shares have increased approximately 12.7% year-to-date, outperforming the S&P 500's gain of 6.1% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.43 on revenues of $732.8 million, and for the current fiscal year, it is $5.74 on revenues of $2.93 billion [7] - The estimate revisions trend for Air Lease was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Transportation - Equipment and Leasing industry, to which Air Lease belongs, is currently ranked in the top 30% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]