Latest revenue
$32.4M
as of 2026-03-31
Latest net income
$25.1M
as of 2026-03-31
Net margin
77.5%
as of 2026-03-31
ActaClear Score
Computed from 5 years of SEC fundamentals + latest market data, ranked within Wholesale-Machinery, Equipment & Supplies (6 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 6, 2026.
Fair value · DCF
DCF: 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Drag the slider to test your own growth thesis — the dominant assumption in any DCF is what comes next, not what the math does with it. Beta defaults to 1.0 when not reported.
Community sentiment
Where do you think WLFC is heading?
Price · 5Y
Market data
Price feed temporarily unavailable for WLFC.
5-year trend
What this company does
ITEM 1. BUSINESS INTRODUCTION Willis Lease Finance Corporation with its subsidiaries (“WLFC” or the “Company”) is a leading lessor and servicer of commercial aircraft and aircraft engines. Our principal business objective is to build value for our shareholders by acquiring commercial aircraft and engines and managing those assets in order to provide a return on investment, primarily through lease rent and maintenance reserve revenues, as well as through management fees earned for managing assets owned by third parties. As of December 31, 2025, we had $2,801.7 million of equipment held in our operating lease portfolio, $139.9 million of notes receivable, $30.6 million of maintenance rights,…
AI summary unavailable — showing raw filing excerpt
Generated from WLFC's filing dated 2026-03-10
Key risks
ITEM 1A. RISK FACTORS The following risk factors and other information included in this Annual Report should be carefully considered. The risks and uncertainties described below are not the only ones we face. Additional risks and uncertainties not presently known to us or that we currently deem immaterial also may impair our business operations. If any of the following risks occur, our business, financial condition, operating results, and cash flows could be materially and adversely affected. RISKS RELATING TO OUR BUSINESS Risks Related to Our Operations We are affected by the risks faced by commercial aircraft operators and MROs because they are our customers. We operate as a supplier of…
AI summary unavailable — showing raw filing excerpt
Generated from WLFC's filing dated 2026-03-10
Profitability
Operating margin
25.4%
65.3%Net margin
19.1%
82.4%Return on equity
19.8%
98.2%Return on assets
3.3%
99.6%Leverage
Debt / equity
5.00×
0.8%Long-term debt / equity
4.12×
0.4%Debt / assets
83.3%
0.1%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $32.4M | +32.5% | $25.1M | +48.7% | 77.5% |
Q3 2025 2025-09-30 | $11.3M | -39.4% | $24.3M | +0.9% | 215.5% |
Q2 2025 2025-06-30 | $41.3M | +163.7% | $60.4M | +41.8% | 146.3% |
Q1 2025 2025-03-31 | $24.4M | +124.8% | $16.9M | -19.2% | 69.1% |
Q4 2024 2024-12-31 | $524.1M | — | $21.1M | — | 4.0% |
Q3 2024 2024-09-30 | $18.6M | +60.6% | $24.1M | +64.8% | 129.4% |
Q2 2024 2024-06-30 | $15.6M | +25.7% | $42.6M | +208.2% | 272.2% |
Q1 2024 2024-03-31 | $10.9M | — | $20.9M | — | 192.1% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Wholesale-Machinery, Equipment & Supplies · SIC 5080
Your notes
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Insider activity
Insider buying
$0
Insider selling
$18.3M
Net activity
−$18.3M
Distinct insiders
5
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns WLFC
Institutional value
$245.2M
Total shares held
2.2M
Distinct holders
68
-46 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL FUND ADVISORS LP | 530.9K | $90.4M | -1.1K (-0.2%) | Trimmed |
| 2 | BlackRock, Inc. | 214.4K | $36.5M | -9.1K (-4.1%) | Trimmed |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 112.1K | $19.1M | — | New |
| 4 | Four Tree Island Advisory LLC | 105.4K | $17.9M | +3.2K (+3.1%) | Added |
| 5 | Pekin Hardy Strauss, Inc. | 45.0K | $7.7M | +7.8K (+21.1%) | Added |
| 6 | DENALI ADVISORS LLC | 41.0K | $7.0M | +7.5K (+22.4%) | Added |
| 7 | Allspring Global Investments Holdings, LLC | 38.4K | $6.5M | +16.6K (+76.3%) | Added |
| 8 | UBS Group AG | 37.1K | $6.3M | -22.7K (-38.0%) | Trimmed |
| 9 | FIRST TRUST ADVISORS LP | 36.2K | $6.2M | +17.5K (+93.3%) | Added |
| 10 | Bank of New York Mellon Corp | 34.2K | $5.8M | +82 (+0.2%) | Added |
| 11 | BNP PARIBAS FINANCIAL MARKETS | 30.5K | $5.2M | -1.3K (-4.1%) | Trimmed |
| 12 | Palisades Investment Partners, LLC | 22.3K | $3.8M | +1.2K (+5.4%) | Added |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 22.0K | $3.8M | — | New |
| 14 | NEW YORK STATE COMMON RETIREMENT FUND | 20.2K | $3.4M | +600 (+3.1%) | Added |
| 15 | VANGUARD FIDUCIARY TRUST CO | 19.7K | $3.3M | — | New |
| 16 | Connor, Clark & Lunn Investment Management Ltd. | 17.7K | $3.0M | +0 (+0.0%) | No change |
| 17 | Knights of Columbus Asset Advisors LLC | 14.1K | $2.4M | -7 (-0.0%) | Trimmed |
| 18 | Latash Investments, LLC | 13.5K | $2.3M | +0 (+0.0%) | No change |
| 19 | FRANKLIN RESOURCES INC | 8.9K | $1.5M | +7.1K (+384.1%) | Added |
| 20 | Waterloo Capital, L.P. | 7.6K | $1.3M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
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