Nov. 1 at 11:53 PM
$AL "Heads up alert! Only two days until Upcoming earnings on Monday, 11/3/2025 for
$AL
Bullish (8.0)
Air Lease (AL) has been demonstrating strong momentum leading up to its upcoming earnings report.
The company has shown a robust performance, with a year-to-date share price increase of 32% and an impressive total shareholder return of 45% over the past twelve months.
This aligns with the broader transportation sector, which is also benefiting from falling oil prices and improved cost management, potentially enhancing revenue streams.
Air Lease's recent lease agreements, including a long-term placement of new Airbus A321-200neo aircraft with Sun PhuQuoc Airways and six new aircraft with Magnifica Air, signal a proactive approach to expanding its fleet and market presence.
The company's P/E ratio is competitive within the industry, and with expectations of continued EPS growth, AL is well-positioned against its peers.
Analysts are optimistic about the upcoming quarter, expecting earnings to surpass estimates, supported by historical trends of earnings surprises.
Given the favorable market conditions and the company's strategic actions, AL is likely to maintain its upward trajectory.
In terms of upcoming earnings reports, Air Lease is set to announce its Q3 2025 financial results on November 3, 2025.
Analysts are forecasting a positive earnings surprise, with expectations rooted in the company’s strong historical performance and current market dynamics.
The consensus estimates suggest that AL is on track for earnings growth, further supported by its recent lease placements and fleet expansions.
The absence of a conference call post-earnings release, due to a pending merger agreement, may impact immediate investor interaction, but the underlying fundamentals remain strong.
Overall, the transportation sector is experiencing a positive shift, driven by lower fuel costs and improved operational efficiencies.
This environment bodes well for companies like Air Lease, which are adapting to market demands and expanding their operational capabilities.
- Funds were net buyers of
$AL during the previous reporting quarter.
- Funds with large holdings in
$AL include:
- Barton Investment Management, MV:
$35MM. Fund Rank: 81%
www.bartonim.com
- Lakewood Capital Management LP, MV:
$28MM. Fund Rank: 81%
www.lakewoodcap.com
- Slate Path Capital LP, MV:
$23MM. Fund Rank: 93%
- Adage Capital P, MV:
$22MM. New position. Fund Rank: 89%
www.adagecapital.com
- Kopernik Global Investors LLC, MV:
$17MM. Fund Rank: 93%
- Last 10 days performance: 0%
- Last 30 days performance: 0%
- Last 90 days performance: 18%
Some of the latest news articles:
- Title: 3 Transportation Stocks Positioned to Surpass Q3 Earnings Estimates
Publication Date: 10/29/2025 3:01:00 PM, Source: yahoo
URL: https://finance.yahoo.com/news/3-transportation-stocks-positioned-surpass-150100654.html?.tsrc=rss
- Title: AerCap (AER) Q3 Earnings and Revenues Surpass Estimates
Publication Date: 10/29/2025 12:25:02 PM, Source: yahoo
URL: https://finance.yahoo.com/news/aercap-aer-q3-earnings-revenues-122502222.html?.tsrc=rss
- Title: Air Lease Announces Lease Placement of One New Airbus A321-200neo Aircraft with Sun PhuQuoc Airways
Publication Date: 10/28/2025 5:21:00 PM, Source: yahoo
URL: https://finance.yahoo.com/news/air-lease-announces-lease-placement-172100641.html?.tsrc=rss
- Title: Herc Holdings (HRI) Surpasses Q3 Earnings and Revenue Estimates
Publication Date: 10/28/2025 11:45:01 AM, Source: yahoo
URL: https://finance.yahoo.com/news/herc-holdings-hri-surpasses-q3-114501042.html?.tsrc=rss
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