earnings
confidence high
sentiment positive
materiality 0.85
Air Lease Q2 net income $374M ($3.33 EPS) on $344M Russia recovery; $0.22 dividend
AIR LEASE CORP
2025-Q2 EPS reported
$6.59
revenue$1,469,978,000
- Diluted EPS $3.33 vs $0.81 YoY; adjusted diluted EPS $1.40 vs $1.23.
- Revenue $732M, up 10% YoY, driven by fleet growth and higher end-of-lease revenue.
- Recorded $344M net benefit from Russian fleet insurance settlement; expects additional $60M in Q3.
- Delivered 12 aircraft ($892M investment); sold 4 for $126M; sales pipeline $1.4B.
- Board declared $0.22/share quarterly dividend, payable Oct 8, 2025 to holders of record Sep 3, 2025.
item 2.02item 9.01