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Leases and manages commercial aircraft engines to airlines and MRO customers worldwide.
Leases and manages commercial aircraft engines to airlines and MRO customers worldwide.
Earns rent on engines it owns and leases to airlines for periods from months to years, plus gains from selling engines and sales of used parts from engines it takes apart. Buying engines in the secondary market and financing them with debt is the core activity, so interest costs and engine values matter.
Moat: narrow (scale, installed base). A large, diversified spare-engine portfolio gives airlines fleet flexibility that's costly to replicate.
Headquarters: Coconut Creek, Florida, US · Founded: 1985 · Employees: 475
Size Willis Lease Finance (WLFC) is a United States Financials company (Finance/Rental/Leasing) with a market value of $992M, the 2251st largest of 3,117 United States companies the cockpit tracks. Shares closed at $46.86 on 6 Nov 2026.
Performance Over six months the shares fell 36.9%, against -8.6% for the median peer and -1.1% for the United States market (cap-weighted) — lowest of 21 in its peer set.
Growth Revenue grew 21.8% over the last twelve months (peer median +4.2%); the operating margin is 24.9% (peer median 31.6%).
Valuation It trades at 1.47× book value against a peer median of 1.38× (11th cheapest of 21).
Price implies The share price implies a return on equity of about 11.2%; Willis Lease Finance delivers 10.2%, so the price asks more than the business earns today.
Short interest Short interest is 8.2% of the free float (15 Oct 2026).
Next results Next results expected around 15 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $767M | $676M | $524M | $408M | $306M |
| Revenue growth | — | +29% | +28% | +33% | — |
| Gross profit | $442M | $444M | $384M | $302M | $197M |
| EBITDA | $312M | $330M | $308M | $228M | $178M |
| Net income | $78.8M | $113M | $109M | $43.7M | $5.36M |
| Free cash flow | -$755M | -$272M | -$562M | $61.0M | -$149M |
| Capital expenditure | $1.07B | $556M | $846M | $169M | $293M |
| Total debt | $2.52B | $2.71B | $2.27B | $1.81B | $1.86B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | ROE | Price / book | Implied ROE |
|---|---|---|---|---|---|---|
| Willis Lease Finance WLFC | $992M | -37% | +22% | 10% | 1.47× | 11.2% |
| AerCap AER | $26.2B | +13% | 0% | 17% | 1.38× | 12.4% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | WLFC | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +17.1% | +0.5% | highest of 21 |
| 6-month return | -36.9% | -8.6% | lowest of 21 |
| Return on equity | 10.2% | 10.6% | 11th highest of 21 |
| Price / book | 1.47× | 1.38× | 11th cheapest of 21 |
| Trailing P/E | 13.9× | 12.5× | 5th most expensive of 18 |
| ROE the price implies | 11.2% | 7.6% | 10th most demanding of 21 |
| ROE delivered | 10.2% | 10.6% | 11th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | ROE | Price / book | Implied ROE | Delivered ROE |
|---|---|---|---|---|---|---|---|---|
| Willis Lease Finance WLFC | United States | $992M | -37% | +22% | 10% | 1.47× | 11.2% | 10.2% |
| Sun Hung Kai & 0086.HK | Hong Kong | $958M | -7% | -11% | 6% | 0.33× | 3.9% | 6.2% |
| Aavas Financiers AAVAS.NS | India | $955M | -20% | +12% | 14% | 1.67× | 24.3% | 14.0% |
| Jaccs 8584.T | Japan | $935M | -19% | +2% | 6% | 0.49× | 3.8% | 5.5% |
| Can Fin Homes CANFINHOME.NS | India | $1.05B | -16% | +8% | 19% | 1.55× | 29.3% | 19.4% |
| Aptus Value Housing Finance India APTUS.NS | India | $927M | -36% | +18% | 20% | 1.60× | 23.2% | 20.3% |
| SY Holdings Group Limited 6069.HK | Hong Kong | $917M | -25% | +17% | 13% | 1.58× | 7.2% | 13.0% |
| Mcmillan Shakespeare MMS.AX | Australia | $913M | +12% | +8% | 89% | 10.41× | 85.9% | 89.2% |
| SBFC Finance SBFC.NS | India | $1.08B | -5% | +28% | 14% | 2.52× | 31.2% | 13.6% |
| Hotai Finance 6592.TW | Taiwan | $1.08B | -6% | -9% | 10% | 0.92× | 3.4% | 9.7% |
| Orient 8585.T | Japan | $831M | -24% | +4% | 4% | 0.54× | 4.4% | 4.2% |
| Ricoh Leasing Company,Ltd 8566.T | Japan | $1.20B | 0% | +4% | 5% | 0.77× | 4.3% | 5.3% |
| Home First Finance Company India HOMEFIRST.NS | India | $1.21B | -10% | +19% | 14% | 2.45× | 31.6% | 14.3% |
| Genertec Universal Medical 2666.HK | Hong Kong | $1.21B | -19% | 0% | 12% | 0.41× | 5.1% | 11.6% |
| Japan Investment Adviser 7172.T | Japan | $804M | -6% | +16% | 18% | 1.56× | 7.9% | 17.8% |
| Allied 0373.HK | Hong Kong | $800M | -34% | -40% | 2% | 0.13× | 3.4% | 1.7% |
| Kanamoto 9678.T | Japan | $1.23B | +17% | +2% | 9% | 1.20× | 6.4% | 9.3% |
| Burford Capital BUR.L | United Kingdom | $798M | -19% | -415% | -98% | 0.93× | 12.6% | -98.3% |
| Navient NAVI | United States | $790M | -1% | -17% | -2% | 0.33× | 5.6% | -2.0% |
| Tourism Finance Corporation of India TFCILTD.NS | India | $787M | +92% | +28% | 12% | 5.34× | 65.6% | 12.4% |
| Altus AIF.TO | Canada | $1.26B | +15% | -7% | -2% | 5.50× | 28.5% | -2.2% |