Feed / WLFC

Willis Lease Finance Corporation

WLFC

Industrials · 56.29 +0.0% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

Willis Lease Finance Corporation's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 26 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.

Company+0.0% todayVolume comparison unavailable
Market group0 of 26 activeIndustrial & Healthcare Solutions · unavailable
Disclosed network0 of 5 confirmingNo filing-linked name is confirming now
What would change this read
  • WLFC's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if WLFC's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Industrials · Rental & Leasing Services

No new filing conclusion is available. 0 of 26 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • WLFC's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations320
Usable filing statements78
Verified relationships5
Evidence supporting the case
  • Latest annual revenue changed +36.0% year over year.
  • Operating margin changed +10.0 percentage points in the latest annual period.
  • Net margin changed +8.6 percentage points in the latest annual period.
Evidence challenging the case
  • Diluted shares increased 5.0% in the latest annual period.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 11, 2026

56.29
6m-71.3%12m-62.5%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2020-12-31$288.7M-29.4%$1.05+1.2%
2021-12-31$274.2M-5.0%$0.00+3.6%
2022-12-31$311.9M+13.8%$0.33-0.8%
2023-12-31$418.6M+34.2%$6.23+2.9%
2024-12-31$569.2M+36.0%$15.34+5.0%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 4 filings
We define Adjusted EBITDA as net income attributable to common shareholders, excluding (i) income tax expense, (ii) interest expense, (iii) preferred stock dividends/costs, (iv) loss on debt extinguishment, (v) depreciation and amortization expense, (vi) stoc…
10-Q · May 5, 2026
Restructuring and cost reductionsnegative · 2 filings
The loss on debt extinguishment was driven by the Company’s refinancing and capital restructuring.
10-Q · May 5, 2026
Legal and regulatory exposuremixed · 1 filings
We believe that the aviation industry will be subject to continued regulatory activity.
10-K · Mar 10, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

56.29+0.0% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for WLFC. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for WLFC. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind WLFC

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

GEGE AerospacesupplierAug 5, 2025

Our leasing business focuses on popular Stage IV commercial jet engines manufactured by CFMI, General Electric, Pratt & Whitney, Rolls Royce and International Aero Engines.

GLEGlobal Engine Group Holding LimitedpartnerMar 10, 2026

In 2025, we entered into an agreement with independent MRO (Maintenance, Repair and Overhaul) provider Global Engine Maintenance to create a joint venture named Willis Global Engine Testing (“WGET”) to build an engine test facility in West Palm Beach, Florida.

AERAerCap Holdings N.V.competitorMar 10, 2026

Our primary competitors include AerCap Holdings N.V., Shannon Engine Support Ltd., Pratt & Whitney, Rolls-Royce Partners Finance, Engine Lease Finance Corporation, FTAI Aviation LTD., MTU Aero Engines Holding AG, SMBC Aero Engine Lease B.V., and StandardAero,…

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

WLFC is currently a Follower in the organic co-movement group Industrial & Healthcare Solutions. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for WLFC; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.