Industry Revenues:

• Aviation Leasing: 100% (2025)

TOP 3 Markets:

• North America: 35%
• Europe: 30%
• Asia-Pacific: 25%

Air Lease Corporation generates all its revenues from the aviation leasing business. The company leases aircraft to airlines worldwide. The main markets where Air Lease Corporation operates are North America, Europe, and the Asia-Pacific region. North America is the largest market, followed by Europe and Asia-Pacific, which together account for the majority of the revenue. These markets are crucial for the company as they have a high density of airlines and a strong demand for leased aircraft.

Production: No in-house production

Air Lease Corporation (NYSE:AL) does not produce its own products. The company is a leading provider of aircraft leasing and acquires aircraft from manufacturers such as Boeing and Airbus to then lease them to airlines worldwide.

Air Lease Corporation acts as an intermediary between aircraft manufacturers and airlines by purchasing aircraft and leasing them to airlines under lease agreements.

Fleet Growth: 8% annually (estimated for 2025)
Investments in New Aircraft Models: $5 billion (2025)

Air Lease Corporation is pursuing a growth strategy focused on expanding and modernizing its aircraft fleet. The company plans to increase its fleet by approximately 8% annually to meet the rising demand for modern and fuel-efficient aircraft.

A key component of this strategy is investing in new aircraft models, especially those offering improved fuel efficiency and lower operating costs. Investments totaling $5 billion are planned for 2025 to expand the fleet with the latest models from manufacturers such as Airbus and Boeing.

In addition, Air Lease is aiming to expand its global presence by entering new markets and deepening existing customer relationships. This strategy is intended to position the company to benefit from the growing demand for air transportation services worldwide.

Main raw materials: Aluminum, titanium, composite materials

Countries of origin: USA, China, Russia, Japan

Air Lease Corporation is a company specializing in aircraft leasing. The raw materials and materials needed for the construction of these aircraft mainly include aluminum, titanium, and composite materials. These materials are crucial for the manufacturing of aircraft parts and structures.

Aluminum and titanium are often imported from the USA and Russia, as these countries are major producers of these metals. Composite materials, known for their lightness and strength, are often manufactured in countries like Japan and China, which are leaders in the production of high-tech materials.

Air Lease Corporation itself does not directly import these materials but sources aircraft from manufacturers such as Boeing and Airbus, who use these raw materials for the production of their aircraft.

Fleet value: approximately 25 billion USD (2024)
Market share: approximately 10% of the global leasing market (2024)
Credit rating: A- (2024)

Air Lease Corporation (AL) has a significant competitive advantage due to its extensive and modern aircraft fleet, which has an estimated value of around 25 billion USD. This enables the company to offer a wide range of aircraft that meet the diverse needs of airlines worldwide.

Another advantage is its market share of about 10% in the global leasing market, making AL one of the leading companies in this industry. This provides the company with economies of scale and bargaining power with aircraft manufacturers and customers.

The solid credit rating of A- underscores the financial stability and investor confidence in the company. This allows AL to raise capital on favorable terms, which is crucial in the capital-intensive leasing industry.

In summary, Air Lease Corporation benefits from a strong market position, a diversified fleet, and a solid financial foundation that strengthen its competitive advantage in the global aircraft leasing market.

Institutional Investor Share: approx. 90% (2025, estimated based on historical trends)

Insider Buys/Sells: No significant transactions in the last year (2025, estimated)

The institutional investor share at Air Lease Corporation is traditionally high, indicating the trust of large investment funds and institutional investors in the company's business model. These investors appreciate the stability and growth potential of Air Lease.

In 2025, there were no significant insider buys or sells, suggesting that the management and other insiders have confidence in the current corporate strategy and the market value of the shares. This can be seen as a positive signal for investors, as there have been no significant insider sell-offs.

Market share of Air Lease Corporation: Estimate: approximately 5-7% (2025)

Top competitors and their market shares:

1. AerCap Holdings N.V.: around 10-12%
2. GECAS (General Electric Capital Aviation Services): around 8-10%
3. SMBC Aviation Capital: around 7-9%
4. Avolon: around 6-8%
5. BBAM: around 5-6%

Moat of Air Lease Corporation:

Air Lease Corporation has a moderate moat, mainly supported by its strong customer relationships, a diversified aircraft fleet, and its experienced management structure. These factors enable the company to react flexibly to market changes and offer attractive leasing terms.

Compared to its competitors, AerCap Holdings has a stronger moat, particularly due to its size and the integration of GECAS, giving it a leading position in the market. SMBC Aviation Capital and Avolon also have significant advantages through strategic partnerships and a strong capital base.

Overall, Air Lease Corporation has a solid, but not outstanding, moat compared to its largest competitors. Competition in the aircraft leasing industry is intense, and success heavily depends on the ability to operate cost-effectively and maintain long-term customer relationships.

Revenue Growth: 8.5% (2024)
Fleet Growth: 10% (2024)
Net Income: $650 million USD (2024)

In 2024, Air Lease Corporation recorded a revenue growth of 8.5%, attributed to strong demand for aircraft leasing. The company expanded its fleet by 10%, indicating strategic expansion and a strong market position.

The net income of $650 million USD demonstrates solid profitability, supported by efficient fleet management and long-term leasing contracts. These factors suggest stable financial health that could be attractive to investors.

Additionally, Air Lease benefits from the aviation industry's recovery post-pandemic, further driving demand for new and efficient aircraft. Long-term growth forecasts and fleet diversification could further strengthen the company in the coming years.

Dividend Yield: 2.0% (estimated for 2025)
Dividend History: Continuous payout for several years

Air Lease Corporation regularly pays dividends to its shareholders. The dividend yield is currently around 2.0%. In recent years, the company has pursued a reliable dividend policy, indicating a stable financial foundation and a solid business model.

The continuity of the payouts is a positive signal for investors seeking regular returns on their investments. Analysts view Air Lease Corporation's dividend policy as sustainable, based on the company's past performance and financial metrics.