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Air Lease (DE:AVLA)
FRANKFURT:AVLA
Earnings Data
Report Date
May 05, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.77Last Year’s EPS
0.76Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 13, 2025
|% Change Since: -14.59%
|Next Earnings Date:May 05, 2025
Earnings Call Sentiment|Positive
The earnings call presented a generally positive outlook for Air Lease Corporation, highlighting record revenues, strong lease rates, and robust aircraft demand. However, challenges such as elevated interest rates and reduced end-of-lease revenue were noted. The company's financial position remains strong, supporting its optimistic future outlook.Company Guidance
During the fourth quarter of 2024, Air Lease Corporation reported revenues of $713 million and $0.83 in diluted earnings per share, driven by fleet expansion and offset by lower end-of-lease revenue compared to the previous year. For the full year, the company's revenue and ending fleet net book value reached record levels, bolstered by the purchase of 18 new aircraft for $1.3 billion and the sale of 14 aircraft for $540 million. The fleet maintained a 100% utilization rate, with a stable weighted average age of 4.6 years and an average lease term of 7.2 years. Looking ahead to 2025, Air Lease expects to receive $3 to $3.5 billion in new aircraft deliveries, with 80% anticipated from Boeing, and aims to achieve a debt funding of approximately $2 billion. The company plans for a steady increase in fleet lease yields over the next three to four years, driven by higher lease rates and strong market demand, with a sales outlook of about $1.5 billion, including $400 million expected in the first quarter.Record Full-Year Revenue and Fleet Size
Air Lease Corporation reported record full-year 2024 revenue and ending fleet net book value. The company purchased 18 new aircraft during the quarter, adding $1.3 billion in flight equipment, and sold 14 aircraft for approximately $540 million.
Strong Lease Rate Environment
Lease extensions for 23 single-aisle aircraft resulted in higher lease rates compared to initial lease terms. The company anticipates a modest upward trajectory in fleet lease yields over the next three to four years.
100% Fleet Utilization and High Delivery Yield
Fleet utilization remained at 100%, and Q4 new aircraft deliveries represented the highest delivery yield in over four years.
Continued Demand for Wide-Body Aircraft
Demand for wide-body aircraft has surged, with lease extensions for Boeing 777-300ER aircraft at lease rates significantly higher than appraisal values.
Strong Financial Position
Air Lease Corporation has a strong liquidity position with $8.1 billion as of quarter-end, a $30 billion unencumbered asset base, and a $30 billion contract rental portfolio.
Healthy Gain on Aircraft Sales
The company achieved a 14% gain on sale margin from aircraft sales in Q4 2024, reflecting the significant value embedded in its fleet.
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DE:AVLA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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DE:AVLA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 13, 2025 | €43.79 | €46.58 | +6.36% |
| Nov 07, 2024 | €43.20 | €43.60 | +0.92% |
| Aug 01, 2024 | €43.39 | €36.68 | -15.46% |
| May 06, 2024 | €46.73 | €43.59 | -6.72% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Air Lease (DE:AVLA) report earnings?
Air Lease (DE:AVLA) is schdueled to report earning on May 05, 2025, TBA Not Confirmed.
What is Air Lease (DE:AVLA) earnings time?
Air Lease (DE:AVLA) earnings time is at May 05, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Air Lease stock?
The P/E ratio of Air Lease is N/A.
What is DE:AVLA EPS forecast?
DE:AVLA EPS forecast for the fiscal quarter 2025 (Q1) is 0.77.
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