On February 12, 2026, Gagnon Securities reported selling 108,661 shares of Air Lease Corporation (NYSE:AL), an estimated $6.94 million trade based on quarterly average pricing. What happened According to its SEC filing dated February 12, 2026, Gagnon Securities sold 108,661 shares of Air Lease Corporation during the fourth quarter. The estimated transaction value, based on the average closing price for the period, was approximately $6.94 million. The fund’s quarter-end stake in AL was valued at $31.92 mi ...

MSCI logo glowing above a conference room table, with a blurred city skyline visible through large windows. Key Points AST SpaceMobile solidifies its commercial standing with the deployment of large-scale satellites that connect directly to standard mobile devices. Coherent secures its role in the artificial intelligence boom by supplying critical optical hardware that enables massive data centers to scale speed. FTAI Aviation capitalizes on the global aircraft shortage by expanding its engine leasing ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.AerCap Holdings N.V. (NYSE: AER ) has reported its fourth quarter and full year results with EPS of $15.37, topping my $14.65 estimate. Since my last report , share prices of the world’s largest airplane lessor have increased by 9.3% asDhierin-Perk ...

COCONUT CREEK, Fla., Feb. 10, 2026 (GLOBE NEWSWIRE) -- Willis Lease Finance Corporation (NASDAQ: WLFC) (“WLFC”) plans to announce its financial results for the fourth quarter and full year 2025 on Tuesday, March 10, 2026. WLFC plans to hold a conference call led by members of WLFC’s executive management team on Tuesday, March 10, 2026, at 10:00 a.m. Eastern Standard Time to discuss its fourth quarter and full year 2025 results. Individuals wishing to participate in the conference call should dial: US and Ca ...

Core Insights - Willis Lease Finance Corporation (WLFC) has launched an industry-first program in collaboration with CFM International to extend the operational life of CFM56-5B and CFM56-7B engines [1][2] - The program focuses on restoring core components of the engines instead of full disassembly, allowing for longer service life [2] - WLFC is the first commercial aircraft engine lessor to partner with the OEM for this initiative, demonstrating its commitment to extending engine lifecycles [2] Company Overview - WLFC specializes in leasing large and regional spare commercial aircraft engines and aircraft to various clients, including airlines and maintenance providers [4] - The company's services include engine and aircraft trading, asset management, and end-of-life solutions for engines and aviation materials [4] - WLFC operates through various service offerings, including Part 145 engine maintenance and ground handling services [4] Leadership Statements - The CEO of WLFC, Austin C. Willis, emphasized that the new program represents a significant evolution in engine asset management, aiming to provide high-quality products at reasonable prices [3] - CFM International's CEO, Gaël Méheust, noted that the partnership will enhance the reliability and longevity of CFM56 engines for WLFC's customers [3] Future Plans - WLFC has identified an initial group of engines for the program and plans to expand participation across additional assets over time [3]

Ukraine-related insurance and other recoveries were a major contributor in 2025. Kelly said AerCap received $1.5 billion of recoveries during the year, largely due to a court judgment in June, bringing total pre-tax recoveries since 2023 to roughly $3 billion. He added that this exceeded the net charge of $2.7 billion recognized in 2022.AerCap generated $5.4 billion of operating cash flow in 2025 and had cash capital expenditures (Cash CapEx) of $6.1 billion. Kelly said the company returned $2.6 billion of ...

Financial Data and Key Metrics Changes - AerCap reported record GAAP net income of $3.8 billion, or $21.30 per share, and adjusted net income of $2.7 billion, or $15.37 per share for 2025 [5][19] - Full-year revenues reached an all-time high of $8.5 billion, with sales volumes totaling a record $3.9 billion [5][19] - Operating cash flow for the full year was $5.4 billion, with a net debt-to-equity level of 2.1x at year-end [6][20] - The company returned $2.6 billion of capital to shareholders, the highest annual amount ever, through share repurchases and dividends [5][26] Business Line Data and Key Metrics Changes - AerCap executed 705 transactions in 2025, including the sale of 189 assets with a gain-on-sale margin of 27% [9][14] - The company extended 87% of its leased aircraft in 2025, up from 79% in 2024, indicating strong customer demand [9] - The engine leasing business expanded with a partnership with GE Aerospace, enhancing AerCap's value proposition [11] Market Data and Key Metrics Changes - Demand for aviation assets remains robust, with industry-wide load factors at record highs, while supply is constrained due to delivery delays and maintenance backlogs [8] - Airlines and lessors accounted for over 80% of aircraft sales revenues in 2025 [10] Company Strategy and Development Direction - AerCap's strategy focuses on capitalizing on favorable market conditions, with a strong outlook for 2026 projected adjusted EPS of $12-$13 per share [7][25] - The company aims to maintain a disciplined approach to capital allocation, with over $3 billion of excess capital to deploy [15][26] - AerCap is uniquely positioned to execute strategic transactions due to its scale, market intelligence, and strong financial position [10][15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the structural shortage of aircraft persisting at least through the end of the decade, despite potential demand fluctuations [8][9] - The company highlighted the importance of operational efficiency and asset management as key drivers of business stability [43] Other Important Information - AerCap received $1.5 billion in insurance and other recoveries related to the Ukraine conflict in 2025, bringing total pre-tax recoveries since 2023 to approximately $3 billion [6] - The company announced an increase in its quarterly dividend to $0.40 per share and a new $1 billion share repurchase program [8][21] Q&A Session Summary Question: On the order book and potential future orders - Management indicated that while they prefer to order at the bottom of the cycle, they remain open to opportunities that make sense for customers [29][30] Question: Concerns about the size of lessors - Management noted that as long as they can maintain price discipline and are not forced to participate in every transaction, growth is feasible [33][34] Question: Thoughts on the A220-500 aircraft - Management expressed skepticism about the need for the A220-500, suggesting it could cannibalize Airbus's existing market share [38] Question: Transition from selling aircraft to traditional leasing - Management emphasized that the majority of earnings come from the operating business, and they have consistently sold assets at a gain over the years [39][40] Question: Systemic risks to aircraft lessors - Management acknowledged the importance of operational efficiency and asset management to mitigate risks associated with financially weaker airlines [85]

Financial Data and Key Metrics Changes - AerCap reported record GAAP net income of $3.8 billion, or $21.30 per share, and adjusted net income of $2.7 billion, or $15.37 per share for 2025 [5][19] - Full-year revenues reached an all-time high of $8.5 billion, with sales volumes totaling a record $3.9 billion [5][19] - Operating cash flow for the full year was $5.4 billion, and the company returned $2.6 billion to shareholders through share repurchases and dividends [5][26] - The net debt-to-equity ratio was 2.1x at year-end, and the company received $1.5 billion in recoveries related to the Ukraine conflict [6][20] Business Line Data and Key Metrics Changes - AerCap executed 705 transactions in 2025, including the sale of 189 assets with a gain-on-sale margin of 27% [9][10] - The company extended 87% of its leased aircraft in 2025, up from 79% in 2024, indicating strong customer demand [9] - The engine leasing business expanded through a partnership with GE Aerospace, enhancing AerCap's value proposition [11] - The cargo business received certification for the 777-300ERSF passenger-to-freighter conversion program, delivering eight converted aircraft [12] Market Data and Key Metrics Changes - Demand for aviation assets remains robust, with industry-wide load factors at record highs, while supply is constrained due to delivery delays and maintenance backlogs [8] - Airlines and lessors accounted for over 80% of aircraft sales revenues in 2025 [10] - The cargo market showed resilience despite global trade tariffs and geopolitical challenges, with a strong pipeline for future deliveries [12] Company Strategy and Development Direction - AerCap's strategy focuses on capitalizing on favorable market conditions, with a strong outlook for 2026 projected adjusted EPS of $12-$13 per share [7][25] - The company plans to continue executing strategic transactions, leveraging its scale and market intelligence [10][15] - AerCap aims to maintain a disciplined approach to capital allocation, balancing share repurchases, asset acquisitions, and dividends [26] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the structural shortage of aircraft persisting through the end of the decade, despite potential demand fluctuations [8][9] - The company highlighted the importance of operational efficiency and asset management in driving long-term value [43] - Management acknowledged the need for ongoing focus on internal operations to mitigate risks associated with high-value assets [43][44] Other Important Information - AerCap's book value per share increased by over 68% since the end of 2022, reflecting strong capital generation capabilities [21][22] - The company has over $3 billion of excess capital to deploy, with 95% of its order book placed for the next two years [15] Q&A Session Summary Question: On the order book and potential future orders - Management indicated that while they prefer to order at the bottom of the cycle, they added 103 aircraft to their order book last year without direct orders from OEMs [30][31] Question: Concerns about the size of lessors - Management noted that as long as they can maintain price discipline and not be price takers, they believe they can grow significantly [34] Question: Thoughts on the A220-500 aircraft - Management expressed skepticism about the need for the A220-500, suggesting it could cannibalize Airbus's own market share [38] Question: Transition from selling aircraft to traditional leasing - Management emphasized that the majority of earnings come from the operating business, and they have consistently sold assets at a gain [39][40] Question: Systemic risks to aircraft lessors - Management acknowledged the importance of operational efficiency and asset management to mitigate risks associated with high maintenance costs [85]

Financial Data and Key Metrics Changes - AerCap reported record GAAP net income of $3.8 billion, or $21.30 per share, and adjusted net income of $2.7 billion, or $15.37 per share for 2025 [4][19] - Full-year revenues reached an all-time high of $8.5 billion, with cash CapEx of $6.1 billion and operating cash flow of $5.4 billion [4][19] - The company returned $2.6 billion of capital to shareholders, the highest annual amount ever, through share repurchases and dividends [4][26] - The net debt-to-equity ratio was 2.1x at year-end, and the company received a credit rating upgrade from Fitch [5][19] Business Line Data and Key Metrics Changes - AerCap executed 705 transactions in 2025, including the sale of 189 assets with a gain-on-sale margin of 27% [7][8] - The company extended 87% of its leased aircraft in 2025, up from 79% in 2024, indicating strong customer demand [8] - The engine leasing business expanded through a partnership with GE Aerospace, enhancing AerCap's value proposition [10] - The cargo business received certification for the 777-300ERSF passenger-to-freighter conversion program, delivering eight converted aircraft [11] Market Data and Key Metrics Changes - Demand for aviation assets remains robust, with industry-wide load factors at record highs, while supply is constrained due to delivery delays and maintenance backlogs [6] - Airlines and lessors accounted for over 80% of aircraft sales revenues in 2025 [8] - The cargo market showed resilience despite global trade tariffs and geopolitical challenges, with a strong utilization rate in the helicopter business reaching 99% [11][12] Company Strategy and Development Direction - AerCap's strategy focuses on capitalizing on favorable market conditions and maintaining a disciplined approach to capital allocation [6][13] - The company plans to continue executing strategic transactions, leveraging its scale and market intelligence [9][13] - AerCap aims to maintain a strong outlook for 2026, projecting adjusted EPS of $12-$13 per share, excluding gains on asset sales [5][25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the structural shortage of aircraft persisting through the end of the decade, despite potential demand fluctuations [6][7] - The company highlighted the importance of operational efficiency and asset management in driving long-term value [42][86] - Management acknowledged the potential risks from financially weaker airlines but emphasized AerCap's ability to provide alternatives and manage such situations [86] Other Important Information - AerCap's book value per share increased by over 68% since the end of 2022, reflecting the company's ability to generate significant capital [20][21] - The company has over $3 billion of excess capital to deploy, with 95% of its order book placed for the next two years [13] Q&A Session Summary Question: On the order book and potential downturns - Management indicated that the structural supply shortage in the market would persist, and they would consider ordering with OEMs if the terms are favorable [29][30] Question: Concerns about the size of lessors - Management noted that as long as they can maintain price discipline and not be forced into every transaction, growth is feasible [34] Question: Thoughts on the A220-500 aircraft - Management expressed skepticism about the need for the A220-500, suggesting it could cannibalize Airbus's existing market share [38] Question: Transition from selling aircraft to traditional leasing - Management emphasized that the majority of earnings come from the operating business, and they have consistently sold assets at a gain [40][41] Question: Risk mitigation concerns - Management highlighted the importance of day-to-day operations and internal processes to manage high-value assets effectively [43][44] Question: Deployment of excess capital - Management stated that they would focus on attractive opportunities for capital deployment, whether through buybacks or asset acquisitions [48][49] Question: Timing of Spirit aircraft returns - Management confirmed that some Spirit aircraft would return in 2026, with others potentially extending into 2027 [56][58] Question: Systemic risks to aircraft lessors - Management acknowledged that financially weaker airlines may struggle to meet return conditions, but AerCap can provide alternatives [86]

COCONUT CREEK, Fla., Feb. 04, 2026 (GLOBE NEWSWIRE) -- Willis Lease Finance Corporation (NASDAQ: WLFC) (“WLFC” or the “Company”), the leading lessor of commercial aircraft engines and a global provider of aviation services, today announced a purchase and leaseback agreement with Nauru Airlines (“Nauru”) for seven CFM56-7B engines. The agreement will provide Nauru with reliable ConstantThrust® support for the airline’s entire modern fleet of CFM56-7B engines powering Boeing 737-700 and 737-800 aircraft for s ...