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WLFC · NASDAQ · Rental & Leasing Services

Willis Lease Finance (WLFC)

Leases aircraft engines and pairs them with maintenance reserves, parts, and repair services.

$54.65
vs last close−0.09 (−0.16%)
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Willis Lease Finance CorporationWLFC
Industrials

Generates lease rent, maintenance reserve revenue, parts sales, and asset-management fees from commercial aircraft engines and related equipment. The platform serves airlines, engine makers, and maintenance organizations worldwide, with most on-lease assets operated outside the U.S. and governance still shaped by the Willis family.

Acquires and leases commercial aircraft engines, aircraft, and related equipment through Leasing and Related Operations. Spare Parts Sales covers aftermarket engine parts, whole engines, modules, and portable aircraft components, while related service units provide repair, disassembly, storage, FBO, handling, and asset-management work.

Serves commercial aircraft operators, engine manufacturers, and maintenance organizations worldwide, with most on-lease assets operated internationally. The business earns lease rent, maintenance reserves, parts proceeds, service revenue, equipment-sale gains, and third-party management fees from the same engine lifecycle.

Execution depends on matching spare-engine availability to airline maintenance cycles and managing residual values, financing access, repossession, overhaul, sale, or part-out decisions. Founder Charles F. Willis, IV remains Executive Chairman, and Austin C. Willis is CEO.

Company facts

CEOAustin C. Willis
ListedSep 18, 1996
ExchangeNASDAQ
HeadquartersCoconut Creek, FL
CountryUnited States
Employees475
CIK0001018164
ISINUS9706461053

Market cap$1.16B
EPS (ttm)$2.20
P/E (ttm)24.88
ROE12.6%
P/B1.50
P/S1.52
Dividend yieldDiv yield0.97%
Beta1.33vs XLI 1.37

No analyst consensus on record.

Next report
Nov 3, 26
in 42 days
EPS estimate
$1.47
Revenue estimate
$189.9M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$0.94$0.74$2.81$1.08$0.51$1.34$1.31Pending
Estimate$0.63$1.47$0.86$1.11$1.13$1.01$0.90$1.47
Surprise+49.2%−49.7%+227.9%−2.7%−54.9%+32.7%+45.6%—

RevenueReportedEstimate

Mar '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$152.8M$157.7M$195.5M$183.4M$193.6M$194.3M$194.0MPending
Estimate$116.1M$149.0M$134.0M$156.0M$149.0M$175.0M$175.0M$189.9M
Surprise+31.6%+5.9%+45.9%+17.6%+29.9%+11.1%+10.9%—
Estimate$1.47
ReportedDue Nov 3, 2026
Estimate$189.9M
ReportedDue Nov 3, 2026
View details

Debt to equity300.60%
Current ratio331.10%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$146.2M$152.8M$157.7M$195.5M$180.0M$193.6M$194.3M$194.0M
Net income$24.1M$21.1M$16.9M$60.4M$24.3M$12.2M$25.1M$30.2M
Net margin16.5%13.8%10.7%30.9%13.5%6.3%12.9%15.5%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$33.7M$29.4M$23.9M$28.3M$38.0M$55.6M$74.6M$34.0M
YoY growth+68.5%+75.2%−12.2%−47.7%+12.8%+89.2%+212.1%+20.2%

Balance sheet, Jun 30, 2026Cash & short-term investments $10.7M · Total debt $2.32B · Total assets $3.65B · Shareholders' equity $772.1M

Revenue
$194.0M
Operating income
$34.0M
Net income
$30.2M
View details

Dividend yield
0.97%
Next ex-date
Nov 11, 26
estimated · in 50 days
Annual dividend
$0.53
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Nov '24Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26
Dividend$0.0833$0.0833$0.0833$0.0833$0.1333$0.1333$0.1333$0.133
Annual yield0.24%0.39%0.71%0.62%0.92%0.65%0.67%0.97%
Ex-dateNov 12Feb 12May 12Aug 12Nov 17Feb 11May 11Aug 11
Payment dateNov 21Feb 21May 22Aug 21Nov 26Feb 20May 22Aug 21
View details

Institutions≈ 57.35%12.13M shares
178 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders19.10%4.04M shares
10 holders · as of Sep 15, 2026
Other≈ 23.55%4.98M shares
remainder

21.14M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

The reported float (20.46M, 28.5% free) does not reconcile with the share count, so it is not shown.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Charles F. Iv WillisInsiderdirector, 10 percent owner, officer: Executive Chairman
11.98%2.53Mfiled Sep 2, 2026
M3F, Inc.Institution
9.39%661,998as of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
7.78%548,394as of Jun 30, 2026
BlackRock, Inc.Institution
4.27%301,276as of Jun 30, 2026
Renaissance Technologies LLCInstitution
2.80%197,697as of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Sep 15, 2026Scott B. Flahertyofficer: EVP, CFO−8,326$53.56
Sep 14, 2026Scott B. Flahertyofficer: EVP, CFO−18,695$54.57
Sep 11, 2026Scott B. Flahertyofficer: EVP, CFO−2,979$56.18
Sep 1, 2026Austin Chandler Willisdirector, 10 percent owner, officer: President and CEO−15,000$53.90
Aug 31, 2026Charles F. Iv Willisdirector, 10 percent owner, officer: Executive Chairman−400$52.95
View details

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Compare

CompanyPriceChange
Willis Lease Finance$54.65−0.16%$1.16B24.99.11.5−0.8%
AerCap$143.97+0.68%$22.55B7.08.52.7+14.9%
FTAI$190.75−1.03%$19.77B41.921.46.4+40.9%
RTX$190.13−2.17%$261.92B34.225.82.8+14.5%
StandardAero$22.77−0.48%$7.61B23.613.71.2+4.6%
AAR$118.57+1.98%$4.64B23.920.61.4+23.0%
Median23.920.62.7+14.9%