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WLFC

Willis Lease Finance Corporation

WLFC

NASDAQ·Industrials·Rental & Leasing Services·Mkt cap $1.8B

$221.18

▼ -2.57%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$114.01 - $239.44

P/E

13.25

Fwd P/E

15.60

Beta

0.76

Div Yield

0.64%

Avg Vol

124.9K

Shares Out

6.8M

Mkt Cap

$1.8B

Price action

Price chart

Up 69.9% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

▲

Bull Case

5 reasons

  • Established 40-year operating history with deep industry relationships and expertise
  • Diversified global lease portfolio across 40 countries reducing concentration risk
  • High-margin aftermarket spare parts business with recurring demand from MRO providers
  • Asset management services generating fee-based revenue with minimal capital requirements
  • Specialized knowledge in engine lifecycle management and aircraft valuation
▼

Bear Case

1 risk

  • Low volatility (beta 0.8).

Growth

Stable outlook

Recovery in commercial aviation demand and increased aircraft utilization post-pandemic

Value

Undervalued - trading well below Rental & Leasing peers

Momentum

Hot

+29.1% over 3m

Quality

Excellent

Excellent business quality

Dividend

Modest

0.64% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: May 4, 2026

“
Q2 26 RECAP

MAY 5, 2026

Reported EPS of $4.03 vs $3.02 consensus (+33.4% surprise). Revenue of $194.3M vs $175.0M expected (+11.1%). Beat on both top and bottom lines.

EPS beat +33.4%
Rev beat +11.1%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+33.4%

Next: May 4, 2026

Revenue trend · last 8Q

—

—

+34%

+32%

+29%

+23%

+23%

+23%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$151.1M

$146.2M

$152.8M

$157.7M

$195.5M

$180.0M

$187.7M

$194.3M

Margins · last 8Q

Gross

—

Operating

—

Profit

12.9%

View full earnings history →

Wall Street consensus

Analyst coverage

Live ratings and price targets aggregated across covering analysts.

No analyst coverage on file for this stock yet.

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vs Industry

How WLFC stacks vs Rental & Leasing Services

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.