Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
WLFC
SELLWillis Lease Finance Corporation · Industrials · United States · $1.7B · Avg Vol: $12M/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% | 753.5M | 790.9M | 822.2M | 6.1% |
| EPS | 0.35 | 6.40 | 15.97 | 16.00 | 257.6% | 5.45 | 20.65 | 26.18 | 27.9% |
| 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% | 298.9M | — | — | — |
| 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) | $1.7B | 25 | SELL |
| LIME | Neutron Holdings, Inc. | $1.8B | 25 | SELL |
| EQPT | EquipmentShare.com Inc. | $4.9B | 18 | STRONG SELL |
| CAR.MX | Avis Budget Group, Inc. | $6.9B | 22 | SELL |
| CTOS | Custom Truck One Source, Inc. | $2.5B | 52 | HOLD |
| HRI | Herc Holdings Inc. | $5.4B | 37 | HOLD |
| VSTS | Vestis Corporation | $2.1B | 59 | HOLD |
| GATX | GATX Corporation | $6.6B | 39 | HOLD |
| HTZ | Hertz Global Holdings, Inc. | $572M | 1 | STRONG SELL |
| UHAL | U-Haul Holding Company | $14.0B | 27 | SELL |
Peer medians: ROE 10.7% · P/E 30.6x · Gross margin 28.6%