Recent 8-K filings for WLFC

• May 27, 2026, 5:14 PM ET other material materiality 0.15 neutral item 5.07

  Willis Lease Finance annual meeting adjourned to June 23; forward stock split vote pending

  Annual meeting adjourned to June 23, 2026; Proposal 2 (3-for-1 forward stock split) requires 80% approval and failed to achieve necessary votes.

• May 18, 2026, 4:02 PM ET debt materiality 0.75 neutral item 1.01item 2.03item 9.01 ◈ Debt Financings

  Willis Lease Finance issues $200M 2.50% Convertible Senior Notes due 2031

  Issued $200M aggregate principal of 2.50% Convertible Senior Notes due May 15, 2031; underwriters have 30-day option for additional $30M.

• May 5, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 8.01item 9.01 ◈ Earnings Releases

  WLFC Q1 revenue $194.3M (+23%), EPS $3.26 (+47%), record lease rent $77.4M

  Q1 total revenue $194.3M, up 23.2% YoY; diluted EPS $3.26, up 47.5%.

• April 22, 2026, 7:59 PM ET other material materiality 0.10 neutral item 7.01item 9.01

  Willis Lease to report Q1 2026 results on May 5; conference call scheduled

  Q1 2026 results to be released before market open on May 5, 2026.

• March 31, 2026, 7:59 PM ET debt materiality 0.40 neutral item 1.02item 9.01 ◈ Material Agreements

  Willis Lease Finance terminates warehouse credit facility with Bank of America

  Terminated credit agreement dated May 3, 2024, on March 26, 2026.

• March 30, 2026, 7:59 PM ET debt materiality 0.70 positive item 1.01item 2.03item 7.01item 9.01 ◈ Debt Financings◈ Material Agreements

  Willis Lease increases revolving credit facility to $1.75B, extends to April 2031

  Revolving commitments raised from $1.0B to $1.75B via Amendment No. 3 dated March 27, 2026.

• March 10, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  Willis Lease Finance reports record 2025 revenue of $730M, pre-tax income of $160.6M

  Total revenue of $730.2M, up 28.3% YoY; record highs in lease rent ($291.6M, +22.4%) and maintenance reserves ($232.0M, +8.4%).

• February 24, 2026, 6:59 PM ET debt materiality 0.45 neutral item 1.01item 2.03 ◈ Material Agreements

  WLFC amends credit agreement to exclude certain amounts from Total Debt for leverage ratio

  Amendment No. 2 dated Feb 19, 2026 with Bank of America as administrative agent.

• February 10, 2026, 6:59 PM ET other materiality 0.25 neutral item 7.01item 9.01

  Willis Lease Finance schedules Q4 and FY2025 earnings release and call for March 10, 2026

  Earnings results for Q4 and full year 2025 will be announced on March 10, 2026.

• February 9, 2026, 6:59 PM ET other material materiality 0.50 positive item 8.01item 9.01

  WLFC partners with CFM to extend CFM56 engine life via core restoration program

  First commercial engine lessor to collaborate with OEM CFM on extending CFM56-5B/7B life.

• January 20, 2026, 6:59 PM ET dividend materiality 0.35 positive item 8.01item 9.01

  Willis Lease declares $0.40 quarterly dividend, payable Feb 20, 2026

  Quarterly dividend of $0.40 per share declared by Board on January 16, 2026.

• January 9, 2026, 6:59 PM ET other material materiality 0.50 neutral item 8.01

  Willis Lease to pursue strategic alternatives for its sustainable fuels unit, ceases investment

  Ceased investment in Willis Sustainable Fuels (UK) Limited effective January 6, 2026.

• January 5, 2026, 6:59 PM ET other material materiality 0.75 positive item 7.01item 9.01

  WLFC forms $1B+ aircraft engine leasing partnership with Blackstone Credit & Insurance

  Partnership with BXCI to deploy over $1B in current/next-gen engines over two years.

• December 23, 2025, 6:59 PM ET debt materiality 0.60 neutral item 1.01item 2.03item 8.01item 9.01 ◈ Debt Financings

  Willis Lease subsidiary closes $392.9M note offering secured by 47 engines and 2 airframes

  Series A $337.4M at 5.159%, Series B $55.5M at 5.696%; expected maturity ~6 years, final 25 years.

• December 23, 2025, 6:59 PM ET other material materiality 0.75 positive item 7.01item 9.01

  WLFC closes $600M credit investment partnership with Liberty Mutual Investments

  Partnership will invest up to $600M in loan and loan-like engine financings.

• December 12, 2025, 6:59 PM ET debt materiality 0.55 neutral item 1.01item 8.01item 9.01

  Willis Lease subsidiary prices $392.9M in secured fixed-rate notes at 5.159% and 5.696%

  $337.4M Series A Notes at 5.159% coupon and $55.5M Series B Notes at 5.696% issued by WEST.

• December 10, 2025, 6:59 PM ET debt materiality 0.55 neutral item 8.01item 9.01

  WLFC subsidiary WEST offers $392.9M in notes secured by 47 engines and 2 airframes

  Offering includes $337.4M Series A and $55.5M Series B fixed rate notes by wholly-owned subsidiary Willis Engine Structured Trust IX.

• December 9, 2025, 6:59 PM ET other material materiality 0.25 neutral item 5.02item 8.01item 9.01

  CEO Austin Willis gets $1M base salary, 125% bonus target; co repurchases 30K shares from exec chairman

  CEO Austin Willis receives $1M annual base salary, target bonus of 125% of base.

• November 14, 2025, 6:59 PM ET other material materiality 0.40 neutral item 5.02item 9.01

  WLFC grants Executive Chairman Charles F. Willis IV option to purchase 300,000 shares

  Non-qualified stock option for 300,000 shares granted on Nov 10, 2025.

• November 4, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 8.01item 9.01

  WLFC Q3 revenue $183.4M (+25.4% YoY); pre-tax income $43.2M; dividend raised to $0.40

  Total revenue of $183.4M, up 25.4% YoY; pre-tax income of $43.2M, up 25.4%.

• November 3, 2025, 6:59 PM ET other material materiality 0.55 neutral item 8.01item 9.01

  WMES JV enters $750M 5-year revolving credit facility; non-recourse to WLFC

  WMES, a 50/50 JV with Mitsui, secured a $750M revolving credit facility maturing Oct 31, 2030.

• October 20, 2025, 7:59 PM ET other materiality 0.20 neutral item 7.01item 9.01

  Willis Lease Finance to report Q3 2025 results on Nov 4; conference call at 10 am ET

  Q3 2025 financial results to be released before market open on November 4, 2025.

• October 14, 2025, 7:59 PM ET leadership materiality 0.60 neutral item 5.02

  Willis Lease Finance appoints Brian R. Hole as Global Head of Managed Funds and Credit

  Brian R. Hole appointed Global Head of Managed Funds and Credit effective October 8, 2025.

• August 5, 2025, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Willis Lease Finance reports record Q2 2025 pre-tax income of $74.3M, revenue $195.5M

  Record total revenue of $195.5M, up 29.4% YoY; record pre-tax income of $74.3M.

• July 31, 2025, 7:59 PM ET dividend materiality 0.50 neutral item 8.01item 9.01

  Willis Lease Finance declares $0.25 quarterly dividend payable Aug 21, 2025

  Quarterly dividend of $0.25 per share declared by Board on July 30, 2025.

• July 25, 2025, 7:59 PM ET debt materiality 0.80 positive item 1.01item 2.03 ◈ Debt Financings

  Willis Lease Finance subsidiary amends credit agreement, extending maturity and improving terms

  Amendment extends availability period from May 3, 2026 to May 3, 2027

• July 15, 2025, 7:59 PM ET other materiality 0.10 neutral item 7.01item 9.01

  Willis Lease Finance sets Q2 2025 earnings release and call for August 5, 2025

  Financial results for Q2 2025 will be issued before market open on August 5, 2025.

• June 30, 2025, 7:59 PM ET M&A materiality 0.55 neutral item 1.01item 9.01

  WLFC completes sale of advisory arm Bridgend to JV with Mitsui for $45M

  Sale closed June 30, 2025; purchase price $45M subject to working capital adjustments.

• June 18, 2025, 7:59 PM ET debt materiality 0.60 positive item 1.01item 2.03item 8.01item 9.01 ◈ Debt Financings

  Willis Lease Finance subsidiary closes $596M fixed-rate note offering

  WEST issued $524M Series A (5.582%) and $72M Series B (6.070%) notes, secured by 62 engines and two airframes.

• June 6, 2025, 7:59 PM ET debt materiality 0.55 neutral item 1.01item 8.01item 9.01

  Willis Lease subsidiary WEST prices $596M in fixed-rate notes secured by 62 engines

  $524M Series A Notes at 5.582% fixed coupon, $72M Series B at 6.070%.

• June 6, 2025, 7:59 PM ET other materiality 0.10 neutral item 5.07

  Willis Lease Finance stockholders elect directors, ratify auditor at annual meeting

  Brendan Curran and Charles F. Willis, IV elected as Class III directors for three-year terms.

• June 3, 2025, 7:59 PM ET debt materiality 0.60 neutral item 8.01item 9.01

  WLFC subsidiary WEST announces $596M note offering secured by 62 engines, 2 airframes

  WEST proposes $524M Series A and $72M Series B fixed rate notes, totaling $596M.

• May 16, 2025, 7:59 PM ET leadership materiality 0.65 neutral item 8.01item 9.01

  Willis Lease appoints new GC; outgoing GC receives $6.8M in cash and accelerated equity

  Dean Poulakidas resigned as General Counsel and Corporate Secretary effective May 14, 2025.

• May 8, 2025, 7:59 PM ET M&A materiality 0.65 positive item 1.01item 9.01

  WLFC sells BAML consultancy to WMES JV for $45M; unlocks capital for portfolio growth

  Sale of Bridgend Asset Management Limited to WMES for $45M, subject to working capital adjustments.

• May 6, 2025, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 8.01item 9.01

  Willis Lease reports record Q1 revenue $157.7M, pre-tax income $25.3M, utilization up to 86.4%

  Record Q1 revenue $157.7M, up 32.5% YoY; pre-tax income $25.3M.

• May 2, 2025, 7:59 PM ET dividend materiality 0.20 neutral item 8.01item 9.01

  Willis Lease Finance declares $0.25 quarterly dividend, payable May 22

  Quarterly dividend set at $0.25 per share on common stock.

• April 22, 2025, 7:59 PM ET other materiality 0.20 neutral item 7.01item 9.01

  Willis Lease Finance announces Q1 2025 earnings and conference call on May 6, 2025

  Willis Lease Finance (WLFC) to report Q1 2025 results on May 6, 2025, before market open.

• April 4, 2025, 7:59 PM ET other material materiality 0.55 neutral item 5.02item 9.01

  Willis Lease cancels 231,000-share option to executive chairman, modifies restricted stock vesting

  Canceled a non-qualified stock option for 231,000 shares granted to Charles F. Willis IV on March 19, 2025; no replacement grant.

• March 19, 2025, 7:59 PM ET leadership materiality 0.80 neutral item 5.02item 9.01

  Willis Lease Finance renews Executive Chairman Charles F. Willis IV with $1.27M base salary and $8M equity grant

  New 5-year employment agreement; base salary $1,269,000 retroactive to Jan 1, 2025; target annual bonus 150% of base.

• March 19, 2025, 7:59 PM ET other material materiality 0.55 positive item 1.01item 9.01

  Willis Lease Finance JV with Global Engine Maintenance to build engine test facility in Florida

  Subsidiary WERC and GEM form JV Willis Global Engine Testing (WGET) for engine test cell in West Palm Beach, FL.

• March 10, 2025, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 7.01item 9.01

  WLFC reports record 2024 revenue $569M, pre-tax income $152.6M, EPS $15.34

  Annual total revenue $569.2M (+36% YoY); pre-tax income $152.6M (+127.4% YoY).

• February 20, 2025, 6:59 PM ET other material materiality 0.60 positive item 1.01item 9.01

  Willis Lease exercises option to buy 30 CFM LEAP engines for A320neo and 737 MAX

  Exercised purchase option for 30 new LEAP engines from CFM International under a 2019 order.

• February 10, 2025, 6:59 PM ET other materiality 0.10 neutral item 7.01item 9.01

  Willis Lease schedules Q4 & FY 2024 earnings call for March 10, 2025

  Earnings press release to be issued prior to conference call on March 10, 2025.

• January 24, 2025, 6:59 PM ET dividend materiality 0.50 positive item 8.01item 9.01

  Willis Lease Finance declares $0.25 quarterly dividend; third consecutive since June 2024

  Quarterly dividend of $0.25 per share declared on common stock.

• December 19, 2024, 6:59 PM ET other material materiality 0.65 positive item 1.01item 9.01

  Willis Lease buys nine Pratt & Whitney GTF engines for ~$200M; deliveries by year-end 2024

  Purchase of nine PW1133G-JM engines from Pratt & Whitney valued at approx. $200 million at 2024 list prices.

• December 17, 2024, 6:59 PM ET other material materiality 0.10 neutral item 7.01item 9.01

  Willis Lease Finance publishes company overview presentation on aircraft engine ecosystem

  Presentation dated December 17, 2024 provides update on Willis's business and position in aircraft engine ecosystem.

• December 17, 2024, 6:59 PM ET leadership materiality 0.35 neutral item 5.02item 9.01

  Willis Lease appoints Stephen Jones to Board; McKeating resigns Dec 31, 2024

  Stephen Jones appointed to Board effective Jan 1, 2025; will serve as Class I director until 2026 annual meeting.

• November 5, 2024, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 8.01item 9.01

  Willis Lease Finance Q3 pre-tax income $34.5M (+69%), revises prior error on short-term maintenance revs

  Total revenue $146.2M; lease rent revenue $64.9M (+21%); maintenance reserve revenue $49.8M (+32%).

• November 4, 2024, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 8.01item 9.01

  Willis Lease Q3 pre-tax income $34.5M (+69% YoY); declares $0.25 dividend; $1B credit facility

  Total revenues $146.2M; core lease & maintenance revenue $114.7M, up 26% YoY.

• November 4, 2024, 6:59 PM ET debt materiality 0.65 positive item 1.01item 1.02item 2.03item 9.01

  Willis Lease enters $1.0B revolving credit facility, replacing prior $500M facility

  New $1.0B five-year revolver matures Oct 31, 2029; proceeds for general corporate purposes.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.55 · Most common event other_material

21 positive 0 negative 29 neutral

source · WLFC on sec.gov