Willis Lease Finance's Q4 revenue exceeds expectations but profits fall short of expectations

LootboxPhobia · 2026-03-10T14:33:22+00:00

Willis Lease Finance Corporation announces Q4 results, with revenue exceeding expectations at $193 million, but earnings per share of $1.52 below expectations. Full-year revenue reached a record $730 million, with net profit increasing by 3.5%. The company stated that strategic initiatives lay the foundation for long-term growth.

LootboxPhobia

2026-03-10 14:33:22

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Coconut Creek, Florida - Tuesday, Willis Lease Finance Corporation (NASDAQ: WLFC) announced its Q4 earnings, showing revenue exceeded expectations but profits fell short.

The company’s stock dropped 1.84% in after-hours trading.

This commercial aircraft engine leasing company’s adjusted Q4 earnings per share were $1.52, well below the analyst consensus of $3.23 by $1.71. However, revenue reached $193.62 million, surpassing the $158 million estimate by 22.5%. Full-year revenue for 2025 increased 28.3% to a record $730.2 million, up from $569.2 million in 2024.

The company’s full-year pre-tax income hit a record $160.6 million, up 5.2% year-over-year, while net income attributable to common shareholders grew 3.5% to $108.1 million. Core lease rent and maintenance reserve income for 2025 totaled $523.6 million, a 15.8% increase from the previous year.

WLFC CEO Austin C. Willis stated, “Our performance in 2025 was strong. Equally important, the strategic initiatives and capital market activities we implemented have laid a foundation for long-term growth.”

Lease rent income for the full year increased 22.4% to $291.6 million, driven by growth in average portfolio size and utilization rates. The average portfolio utilization rate in 2025 rose from 82.9% in 2024 to 84.9%.

Maintenance reserve income grew 8.4% to $232.0 million, while spare parts and equipment sales surged 252.3% to $95.5 million.

As of December 31, 2025, the company’s leasing portfolio was valued at $2,988.9 million, including 363 engines, 20 aircraft, one vessel, and other leasing parts and equipment. Adjusted EBITDA for the full year reached $459.1 million, a 16.6% increase from $393.7 million in 2024.

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