Overview

* Willis Lease Q2 revenue rises 29.4% to $195.5 mln, beating expectations

* Record pre-tax income of $74.3 mln achieved in Q2 2025

* Co's portfolio utilization increased to 88.3% at quarter end

Outlook

* Company cites aviation market strength as a driver for future leasing demand

Result Drivers

* LEASE RENT REVENUE - Lease rent revenue increased by 29.4% to $72.3 mln, driven by strong demand in the aviation marketplace

* MAINTENANCE RESERVE REVENUE - Short-term recurring maintenance reserve revenue rose by 9.5%, reflecting more engines on short-term lease conditions

* CONSULTANCY BUSINESS SALE - $43 mln gain from sale of aviation consultancy business to Willis Mitsui & Company Engine Support Limited joint venture

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Beat $195.50 $143 mln

Revenue mln (1

Analyst)

Q2 $74.30

Pretax mln

Profit

Analyst Coverage

* The one available analyst rating on the shares is "buy"

* The average consensus recommendation for the business support services peer group is "buy"

* Wall Street's median 12-month price target for Willis Lease Finance Corp ( WLFC ) is $223.00, about 38% above its August 4 closing price of $138.23

* The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 9 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)