NYSE · Industrials

Air Lease Corporation Class A AL

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. The company also sells aircraft to third parties, including other leasing companies, financial services companies, airlines, and other investors.

Rental & Leasing Services

Company profile

Business mix

  • The company also sells aircraft to third parties, including other leasing companies, financial services companies, airlines, and other investors.
  • In addition, it provides fleet management services to investors and owners of aircraft portfolios. As of December 31, 2025, it owned 490 aircraft; managed 45 aircraft; and 218 aircraft on order with aircraft manufacturers.
  • Air Lease Corporation was incorporated in 2010 and is based in Los Angeles, California.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in rental & leasing services?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 7 FCF -4.31% Buyback -0.41%
2000-01-01

Current firm holders

Firm Weight Value Filing period
Gotham Asset Management Joel Greenblatt 0.1% $39.5M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 2 Last 3 13F filing periods
Net reducers 0 Last 3 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $24.6M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +161.3% +378,865 / 234,948
Soros Fund Management George Soros 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$7.2M
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 879.3% 13F value change +$64.0M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$71.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 82.9% 13F value change +$12.6M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 41.4% 13F value change +$11.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 234,948 Last 3 periods +372,737 (+158.6%) Total shares 607,685 Value $39.5M
Lyrical Asset Management 3 filing periods
13F 2025-03-31 Filed 2025-05-13
New Shares - 13F value change +$93.0M
13F 2025-06-30 Filed 2025-08-12
Minor reduction Shares -11.0% 13F value change +$7.2M
13F 2025-09-30 Filed 2025-11-12
Major reduction Shares -99.6% 13F value change -$99.8M
Settlement As of 13F 2025-09-30 · Filed 2025-11-12
Base shares 0 Last 3 periods +6,128 (New) Total shares 6,128 Value $390,047

Recent mentions

No public mentions.