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Upturn AI SWOT - About
AL 
Air Lease Corporation (AL)
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Upturn Advisory Summary
04/01/2025: AL (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -7.41% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.58B USD | Price to earnings Ratio 15 | 1Y Target Price 55.14 |
Price to earnings Ratio 15 | 1Y Target Price 55.14 | ||
Volume (30-day avg) 770664 | Beta 1.62 | 52 Weeks Range 38.89 - 51.84 | Updated Date 04/2/2025 |
52 Weeks Range 38.89 - 51.84 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 1.82% | Basic EPS (TTM) 3.33 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 15.65% | Operating Margin (TTM) 50.68% |
Management Effectiveness
Return on Assets (TTM) 2.73% | Return on Equity (TTM) 5.82% |
Valuation
Trailing PE 15 | Forward PE 6.94 | Enterprise Value 25152170090 | Price to Sales(TTM) 2.04 |
Enterprise Value 25152170090 | Price to Sales(TTM) 2.04 | ||
Enterprise Value to Revenue 9.2 | Enterprise Value to EBITDA 14.52 | Shares Outstanding 111759000 | Shares Floating 103825531 |
Shares Outstanding 111759000 | Shares Floating 103825531 | ||
Percent Insiders 6.72 | Percent Institutions 100.11 |
Analyst Ratings
Rating 4.29 | Target Price 57.86 | Buy 3 | Strong Buy 3 |
Buy 3 | Strong Buy 3 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Air Lease Corporation
Company Overview
History and Background
Air Lease Corporation (ALC) was founded in 2010 by Steven F. Udvar-Hu00e1zy and John L. Plueger. It rapidly grew to become a major player in the aircraft leasing industry, focusing on modern, fuel-efficient aircraft. It went public in 2011.
Core Business Areas
- Aircraft Leasing: Primary business; involves purchasing new commercial aircraft from manufacturers and leasing them to airlines worldwide. Leases are typically long-term.
- Aircraft Sales: ALC occasionally sells aircraft from its fleet to airlines, investors, or other lessors, typically when they are older or no longer fit their portfolio strategy.
- Aircraft Management: Provides aircraft management services to owners of aircraft, which includes marketing, technical services, and financial management.
- Airline Investments: ALC makes strategic investments in select airlines, primarily through debt or equity, to foster relationships and support their business development.
Leadership and Structure
Steven F. Udvar-Hu00e1zy is the Executive Chairman. John L. Plueger is the Chief Executive Officer. The company operates with a structured management team overseeing different regions and functions.
Top Products and Market Share
Key Offerings
- Narrow-body Aircraft Leasing (e.g., Airbus A320 family, Boeing 737 family): These are the workhorse of the global aviation industry. ALC has significant market share in this segment through leasing. Competitors include AerCap, Avolon and BOC Aviation. It is difficult to assess individual revenue and market share of narrow-body aircraft leasing.
- Wide-body Aircraft Leasing (e.g., Airbus A350, Boeing 787): Leasing larger, long-range aircraft to international carriers. Competitors include AerCap, Avolon, and BOC Aviation. It is difficult to assess individual revenue and market share of wide-body aircraft leasing.
- Sale-Leaseback Transactions: ALC purchases aircraft directly from airlines that already own them and then leases them back to the same airline. Competitors include AerCap, Avolon, and BOC Aviation.
Market Dynamics
Industry Overview
The aircraft leasing industry is driven by airline fleet renewal, passenger traffic growth, and airlines seeking financial flexibility. It's a cyclical industry affected by economic conditions, fuel prices, and geopolitical events. The industry is highly competitive and requires significant capital investment.
Positioning
ALC is a leading aircraft lessor known for its strong relationships with aircraft manufacturers (Airbus and Boeing) and airlines worldwide. They focus on modern, fuel-efficient aircraft and long-term leases, giving them a competitive edge. They are considered among the top lessors by fleet size.
Total Addressable Market (TAM)
The total addressable market is the value of all aircraft that could potentially be leased. The market is estimated to be over $300 billion USD. ALC is positioned to continue gaining market share as the airline industry continues to expand and as fleet renewal cycles are completed.
Upturn SWOT Analysis
Strengths
- Strong relationships with aircraft manufacturers (Airbus and Boeing)
- Focus on modern, fuel-efficient aircraft
- Experienced management team
- Large and diversified customer base
- Strong financial position and access to capital
Weaknesses
- High capital expenditures required
- Sensitivity to airline industry downturns
- Exposure to geopolitical risks
- Dependence on the performance of leased aircraft
Opportunities
- Growing demand for air travel in emerging markets
- Airline fleet renewal programs
- Expansion of sale-leaseback transactions
- Increasing demand for fuel-efficient aircraft
- Potential for strategic acquisitions
Threats
- Economic recessions and downturns in the airline industry
- Increases in interest rates
- Geopolitical instability
- Fluctuations in fuel prices
- Changes in aircraft technology
- Increased competition from other lessors
Competitors and Market Share
Key Competitors
- AER
- AVOL
- BOCAVIATION.COM
Competitive Landscape
ALC competes with other aircraft lessors primarily on price, aircraft availability, and lease terms. ALC's strengths include its strong relationships with manufacturers and airlines, its focus on modern aircraft, and its experienced management team. AerCap is the largest lessor.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: ALC has experienced strong growth since its founding, driven by increasing demand for aircraft leasing. Reference the year-over-year growth of fleet size and revenue to ascertain growth.
Future Projections: Analysts expect ALC to continue growing in the future, driven by the recovery of the airline industry and the increasing demand for fuel-efficient aircraft. Reference analysts' earnings targets to ascertain anticipated growth rates.
Recent Initiatives: ALC is investing in new aircraft orders and expanding its portfolio of modern aircraft. They are also focusing on expanding their presence in emerging markets.
Summary
Air Lease Corporation is a prominent player in aircraft leasing. The company benefits from strong airline relationships and a modern fleet. Its financial health depends on the aviation industry's stability. Growth opportunities lie in emerging markets and fleet renewal. The company needs to manage its capital expenditures and geopolitical risks effectively.
Similar Companies
AER
AerCap Holdings NV
AER
AerCap Holdings NV
BA
The Boeing Company
BA
The Boeing Company
Sources and Disclaimers
Data Sources:
- Air Lease Corporation Investor Relations
- Company SEC Filings (10-K, 10-Q)
- Industry Reports (e.g., from Boeing, Airbus, IATA)
- Financial News Outlets (e.g., Reuters, Bloomberg, Wall Street Journal)
- Analyst Reports (e.g., from major investment banks)
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market share data are estimates and may vary. Future performance is subject to numerous risks and uncertainties.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Air Lease Corporation
Exchange NYSE | Headquaters Los Angeles, CA, United States | ||
IPO Launch date 2011-04-19 | CEO, President & Director Mr. John L. Plueger CPA | ||
Sector Industrials | Industry Rental & Leasing Services | Full time employees 165 | Website https://www.airleasecorp.com |
Full time employees 165 | Website https://www.airleasecorp.com | ||
Air Lease Corporation, an aircraft leasing company, engages in the purchase and leasing of commercial jet aircraft to airlines in the Asia Pacific, Europe, the Middle east, Africa, Mexico, Central America, South America, the United States, and Canada. It sells aircraft from its fleet to third parties, including other leasing companies, financial services companies, airlines, and other investors. The company provides fleet management services to investors and owners of aircraft portfolios. As of December 31, 2024, it owned a fleet of 489 aircraft, including 355 narrowbody aircraft and 134 widebody aircraft. Air Lease Corporation was incorporated in 2010 and is headquartered in Los Angeles, California.
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