Willis Lease Finance Delivers Solid Q2 2026: Revenue Growth, AUM Reaches $4.4B, Adjusted EBITDA Climbs 4%
WLFC sits 91% above its 52-week low of $38.003.
Summary
Willis Lease Finance posted Q2 2026 earnings with lease rent revenue up 6.7% to $77.1M and Adjusted EBITDA of $120.7M. Assets under management expanded 21% YoY to $4.4B, reflecting the scaling of its asset management platform.
Key Events · Earnings and Guidance · WLFC
-
Q2 Revenue and Profit Growth
Lease rent revenue rose 6.7% to $77.1 million. Net income attributable to common shareholders came in at $28.7 million, down from $59.0 million a year ago due to a one-time gain in Q2 2025 from the BAML business sale.
-
Adjusted EBITDA Up 4%
Driven by higher lease rent and gains on sale of leased equipment, Adjusted EBITDA reached $120.7 million, up from $116.1 million in Q2 2025.
-
Assets Under Management Hit $4.4B
Total AUM grew 21% year-over-year to $4.4 billion, encompassing on-balance sheet assets and managed funds, reflecting the launch of Willis Aviation Capital partnerships.
-
Strategic Growth Initiatives
Since quarter end, the company signed a $379.3 million agreement to acquire 12 aircraft and 13 engines, and entered a 5-year storage and lease-return agreement with Pratt & Whitney.
Analysis · WLFC · Trade & Services
A strong second quarter underscores the company's strategic shift, with lease rent revenue climbing 6.7% to $77.1 million and net income attributable to common shareholders reaching $28.7 million. Adjusted EBITDA advanced 4% to $120.7 million, highlighting resilient cash generation. Assets under management surged 21% year-over-year to $4.4 billion, fueled by the scaling of Willis Aviation Capital and new fund partnerships. While net income declined from the prior year—when a one-time gain from the BAML business sale boosted results—the underlying performance confirms the successful pivot to a capital-light asset management model. The investor presentation further details a $379.3 million aircraft acquisition agreement and a new Pratt & Whitney service contract, signaling continued growth momentum.
At the time of this filing, WLFC was trading at $72.64 on NASDAQ in the Trade & Services sector, with a market capitalization of approximately $1.7B. The 52-week trading range was $38.00 to $81.54. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.