Willis Lease Finance
Leases aircraft engines and pairs them with maintenance reserves, parts, and repair services.
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Profile
Generates lease rent, maintenance reserve revenue, parts sales, and asset-management fees from commercial aircraft engines and related equipment. The platform serves airlines, engine makers, and maintenance organizations worldwide, with most on-lease assets operated outside the U.S. and governance still shaped by the Willis family.
Acquires and leases commercial aircraft engines, aircraft, and related equipment through Leasing and Related Operations. Spare Parts Sales covers aftermarket engine parts, whole engines, modules, and portable aircraft components, while related service units provide repair, disassembly, storage, FBO, handling, and asset-management work.
Serves commercial aircraft operators, engine manufacturers, and maintenance organizations worldwide, with most on-lease assets operated internationally. The business earns lease rent, maintenance reserves, parts proceeds, service revenue, equipment-sale gains, and third-party management fees from the same engine lifecycle.
Execution depends on matching spare-engine availability to airline maintenance cycles and managing residual values, financing access, repossession, overhaul, sale, or part-out decisions. Founder Charles F. Willis, IV remains Executive Chairman, and Austin C. Willis is CEO.
Company facts
Categories
Key statistics
Year to date +19.6% · Average volume (30d) 236.2K
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q2 FY26 | $0.90 | $1.31 | +45.6% | $175.0M | $194.0M | +10.9% | −2.78% |
| May 5, 2026Q1 FY26 | $1.01 | $1.34 | +32.7% | $175.0M | $194.3M | +11.1% | +4.28% |
| Mar 10, 2026Q4 FY25 | $1.13 | $1.52 | +34.5% | $149.0M | $193.6M | +29.9% | +4.76% |
| Nov 4, 2025Q3 FY25 | $1.11 | $3.25 | +192.8% | $156.0M | $183.4M | +17.6% | +1.59% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $157.7M | $195.5M | $180.0M | $193.6M | $194.3M | $194.0M | |
| Gross profit | $112.1M | $131.2M | $168.2M | $112.3M | $140.9M | $34.0M | |
| Operating income | $23.9M | $28.3M | $38.0M | $55.6M | $74.6M | $34.0M | |
| Net income | $16.9M | $60.4M | $24.3M | $12.2M | $25.1M | $30.2M | |
| Diluted EPS | $0.25 | $0.94 | $0.36 | $0.17 | $0.36 | $1.31 | |
| Gross margin | 71.0% | 67.1% | 93.4% | 58.0% | 72.5% | 17.5% | |
| Operating margin | 15.2% | 14.5% | 21.1% | 28.7% | 38.4% | 17.5% |
Fiscal years (4-quarter sums)FY21 $274.2M · FY22 $311.9M · FY23 $418.6M · FY24 $569.2M · FY25 $726.9M
Revenue by product · Q2 FY26
Revenue by geography · FY24
Balance sheet, Jun 30, 2026Cash & short-term investments $10.7M · Total debt $2.32B · Total assets $3.65B · Shareholders' equity $772.1M
Dividends
Last cut to $0.133 from $0.1333 split-adjusted in Aug 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 11, 2026 | Aug 11 | Aug 21 | $0.133 | cut from $0.1333 split-adjusted |
| May 11, 2026 | May 11 | May 22 | $0.40 | |
| Feb 11, 2026 | Feb 11 | Feb 20 | $0.40 | |
| Nov 17, 2025 | Nov 17 | Nov 26 | $0.40 | raised from $0.25 |
| Aug 12, 2025 | Aug 12 | Aug 21 | $0.25 | |
| May 12, 2025 | May 12 | May 22 | $0.25 | |
| Feb 12, 2025 | Feb 12 | Feb 21 | $0.25 | |
| Nov 12, 2024 | Nov 12 | Nov 21 | $0.25 |
Ownership
Shares outstanding 71.70M · Float 20.46M · 28.5% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Charles F. Iv Willis · director, 10 percent owner, officer: Executive Chairman | 2.53M | 3.53% | Form 4 | Aug 27, 2026 |
| Austin Chandler Willis · director, 10 percent owner, officer: President and CEO | 446.2K | 0.62% | Form 4 | Aug 5, 2026 |
| Scott B. Flaherty · officer: EVP, CFO | 244.3K | 0.34% | Form 4 | Aug 3, 2026 |
| Clifton Dameron · officer: SVP, GC & Corporate Secretary | 39.5K | 0.06% | Form 4 | Aug 17, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 26, 2026 | Charles F. Iv Willis | director, 10 percent owner, officer: Executive Chairman | −15,600 | $55.11 |
| Aug 25, 2026 | Charles F. Iv Willis | director, 10 percent owner, officer: Executive Chairman | −11,400 | $54.51 |
| Aug 24, 2026 | Charles F. Iv Willis | director, 10 percent owner, officer: Executive Chairman | −16,700 | $55.12 |
| Aug 21, 2026 | Charles F. Iv Willis | director, 10 percent owner, officer: Executive Chairman | −13,500 | $54.47 |
| Aug 20, 2026 | Charles F. Iv Willis | director, 10 percent owner, officer: Executive Chairman | −16,300 | $53.98 |
Peers
- AerCap
Global aviation lessor with the largest spare-engine platform
- FTAI
Independent CFM56/V2500 engine leasing and MRE platform
- RTX
Pratt & Whitney engine OEM, fleet-management, and MRO exposure
- StandardAero
Pure-play engine aftermarket and component repair provider
- AAR
Aviation parts supply and MRO aftermarket peer
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Willis Lease Finance | $53.42 | −0.11% | $3.83B | 24.3 | 8.7 | 5.0 | −0.8% |
| AerCap | $147.70 | +0.18% | $23.26B | 7.3 | 8.7 | 2.8 | +14.9% |
| FTAI | $195.10 | +0.08% | $20.00B | 42.4 | 21.1 | 6.4 | +40.9% |
| RTX | $212.00 | +0.13% | $285.33B | 37.3 | 28.8 | 3.1 | +14.5% |
| StandardAero | $26.00 | +4.00% | $8.32B | 25.8 | 17.0 | 1.3 | +4.6% |
| AAR | $133.19 | +0.04% | $5.31B | 27.4 | 23.0 | 1.6 | +23.0% |
| Median | 27.4 | 21.1 | 2.8 | +14.9% |