Air Lease delivers jet leasing and fleet management to airlines globally, with revenue driven by long-term contracts and aircraft sales.What happenedAccording to an SEC filing dated Feb. 5, 2026, Alpine Associates Management Inc. bought 1,070,853 additional shares of Air Lease (AL 0.05%)in the fourth quarter, bringing its total stake to 1,118,656 shares as of Dec. 31, 2025. The estimated value of the trade is $68.37 million, calculated using the average closing price for the fourth quarter. The quarter-end ...

Company Overview - Air Lease Corporation operates a diverse fleet and provides leasing solutions to airline clients worldwide, acquiring, leasing, and remarketing commercial jet aircraft, along with offering aircraft sales and fleet management services [6] - The company generates revenue primarily through long-term operating leases of aircraft, with additional income from aircraft sales and management fees, serving both major carriers and regional operators globally [9] Financial Performance - For the trailing twelve months (TTM), Air Lease Corporation reported revenue of $3.02 billion and net income of $1.09 billion, with a dividend yield of 1.36% [4] - In the fourth quarter alone, the company generated $820 million in revenue, reflecting a 15% increase, while diluted earnings per share surged 82% to $1.51 [11] - The full year EPS reached $9.29, supported by fleet growth and a significant insurance recovery related to aircraft detained in Russia [11] Recent Transactions - On February 12, 2026, Gagnon Securities sold 108,661 shares of Air Lease Corporation, with an estimated transaction value of approximately $6.94 million based on average pricing [2] - Following this transaction, Gagnon Securities' stake in Air Lease Corporation was valued at $31.92 million, accounting for 6.6% of its 13F reportable assets [8] - As of February 12, 2026, shares of Air Lease Corporation were priced at $64.66, representing a 43.7% increase over the past year, outperforming the S&P 500 by 30.76 percentage points [8]