Air Lease Corporation (AL) reported a second-quarter 2025 earnings per share of $1.40, surpassing the Zacks Consensus Estimate of $1.33 and marking a 13.8% year-over-year increase. On August 4, 2025, the company announced total revenues of $731.7 million, exceeding expectations of $705.4 million and reflecting a 9.7% year-over-year growth. Following this announcement, shares of AL rose by 4.8%.
Revenue from the rental of flight equipment reached $679 million, an 11% increase from the previous year. Operating expenses grew to $589.1 million, reflecting a 9.2% year-over-year increase. As of June 30, 2025, Air Lease owned 495 aircraft valued at $29.1 billion and had $454.80 million in cash on hand.
In comparison, Delta Air Lines reported second-quarter earnings of $2.10 per share, beating expectations of $2.04, while United Airlines had adjusted earnings of $3.87, surpassing estimates but reporting a 6.5% year-over-year decline.
