Willis Lease Finance Corporation
WLFC
NASDAQ·Industrials·Rental & Leasing Services·Mkt cap $3.8B
$53.42
▼ -3.07%
P/E
5.55
Mkt Cap
$3.8B
52-Wk Range
$38.00–$81.54
52-Week Range
$38.00 - $81.54
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 10.4% over the trailing year
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
Deep value opportunity - significant discount to Rental & Leasing peers
Momentum
Weak
-9.5% over 3m
Quality
Strong
Strong fundamentals
Dividend
Modest
1.00% yield
Smart-money signal
Who's buying WLFC right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 29, 2026
AUG 4, 2026
Reported EPS of $1.31 vs $0.90 consensus (+45.6% surprise). Revenue of $194.0M vs $175.0M expected (+10.9%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+45.6%
Revenue trend · last 8Q
—
+34%
+32%
+29%
+23%
+23%
+23%
-1%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$146.2M
$152.8M
$157.7M
$195.5M
$180.0M
$187.7M
$194.3M
$194.0M
Margins · last 8Q
Gross
0.0%
Operating
17.5%
Profit
14.8%
Wall Street consensus
Analyst coverage
Live ratings and price targets aggregated across covering analysts.
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.
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