Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
WLFC
BuyUnloved QualityWillis Lease Finance Corporation · Industrials · United States · $1.1B · Avg Vol: $13M/d
COMPANY DESCRIPTION
Willis Lease Finance Corporation is a leading independent lessor of commercial aircraft engines and related equipment to global airlines. The company's competitive moat is its specialized portfolio of high-demand spare engines and its integrated maintenance, repair, and overhaul (MRO) services. It operates as a niche financial and industrial services provider with a highly resilient leasing model.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 311.9M | 418.6M | 569.2M | 730.2M | 32.8% | 754.3M | 799.5M | 830.9M | 6.7% |
| EPS | 0.35 | 6.40 | 15.97 | 16.00 | 257.6% | 3.97 | 7.23 | 6.87 | -34.5% |
| Shares | 6.6M | 6.8M | 7.2M | 7.6M | +15.2% | — | — | — | — |
| Debt | 1.8B | 1.8B | 2.3B | 2.7B | 13.5% | 2.3B | — | — | — |
| Equity | 404.7M | 439.0M | 549.3M | 662.1M | 17.8% | — | — | — | — |
| Op CF | 144.4M | 229.7M | 284.4M | 283.2M | 25.2% | 272.2M | — | — | — |
| Inv CF | -194.4M | -92.8M | -764.9M | -256.4M | — | — | — | — | — |
| Fin CF | 43.3M | -57.9M | 445.0M | 387.6M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of WLFC are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| WLFC | Willis Lease Finance Corporation(you) | $1.1B | 71 | Buy |
| VSTS | Vestis Corporation | $1.6B | 66 | Buy |
| MGRC | McGrath RentCorp | $2.7B | 60 | Hold |
| PRG | PROG Holdings, Inc. | $1.6B | 98 | Strong Buy |
| CTOS | Custom Truck One Source, Inc. | $2.1B | 47 | Hold |
| R | Ryder System, Inc. | $9.4B | 73 | Buy |
| LIME | Neutron Holdings, Inc. | $2.7B | 34 | Sell |
| HTZ | Hertz Global Holdings, Inc. | $763M | 17 | Strong Sell |
| HRI | Herc Holdings Inc. | $5.0B | 39 | Hold |
| WSC | WillScot Holdings Corporation | $3.8B | 32 | Sell |
Peer medians: ROE 8.8% · P/E 27.6x · Gross margin 29.2%