Air Lease Corporation

Air Lease Corporation announced Q2 2025 results featuring fleet growth, portfolio adjustments, and a $344M insurance settlement. The lessor owns 495 aircraft with 241 new orders through 2031, focusing on fuel-efficient models to meet emissions standards. Initiatives included 12 aircraft deliveries ($890M spent) and selling 4 older jets for $126M. The Russia-related insurance resolution removes financial uncertainty, potentially boosting shareholder returns. Analysts highlight AL’s 4.2-year average fleet age and $29B in committed rentals as competitive strengths, with 94% of current assets leased. The company maintains its role as a key aviation financier amid industry decarbonization efforts.