Aircraft engine lessor Willis Lease Q3 revenue beats estimates

Willis Lease Finance

04/11/2025 11:42

Overview

Willis Lease Q3 revenue grows 25.4% yr/yr, beating analyst expectations

Company declares Q4 dividend of $0.40 per share, up from $0.25

Adjusted EPS for Q3 misses analyst expectations

Outlook

Company did not provide specific guidance for future revenue or earnings

Result Drivers

LEASE RENT REVENUE - Increase driven by larger portfolio size and higher utilization rates

MAINTENANCE RESERVE REVENUE - Record high maintenance reserve revenue driven by end-of-lease maintenance reserve liability releases

AVIATION MARKETPLACE DEMAND - Growth driven by strong demand for leasing model and maintenance capabilities

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$183.40 mln
$156 mln (1 Analyst)
Q3 EPS
Miss
$3.25
$3.34 (1 Analyst)
Q3 Pretax Profit
$43.20 mln


Analyst Coverage

The one available analyst rating on the shares is "buy"

The average consensus recommendation for the business support services peer group is "buy"

Wall Street's median 12-month price target for Willis Lease Finance Corp is $190.00, about 33.6% above its November 3 closing price of $126.13

The stock recently traded at 7 times the next 12-month earnings vs. a P/E of 8 three months ago

Press Release: ID:nGNXcbLsT7

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)