Willis Lease Finance Corporation (WLFC) Stock

Willis Lease Finance Corporation (WLFC) is a Consumer Discretionary stock trading at $69.10 (as of 2026-07-24), with a market capitalization of $1.46B and a trailing P/E of 12.0. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Willis Lease Finance Corporation provides leasing and related services for commercial aircraft and aircraft engines and also sells spare parts. It operates through Leasing and Related Operations and a Spare Parts Sales segment, serving commercial aircraft operators and maintenance, repair and overhaul organizations.

Understand Willis Lease Finance Corporation: how it makes money

Willis Lease Finance Corporation leases and services commercial aircraft and aircraft engines worldwide, generating revenue from lease rent and maintenance reserve items, plus spare parts and engine related sales.

The core profit engine is recurring lease rent and maintenance reserve revenue from its aircraft and engine leasing portfolio, with smaller contributions from spare parts sales and occasional gains on sale of portfolio assets.

Revenue by segment (latest quarter)
Leasing and Related Ops$0.2B
Spare Parts Sales$0.0B

Business quality (Solid): Segment reporting matches the business model, and the provided operating metrics include utilization, which directly ties to lease profitability. The main analytical risk is that some revenue drivers (for example, gains on sale and order book timing) can shift quarter to quarter.

Valuation: At 11× earnings, WLFC trades 56% below the Wholesale average (24×). Note: one-time items can distort reported P/E.

Bull case

  • Utilization is high: Leasing Utilization is reported around 86 percent, which supports the idea that a large share of the leased equipment is generating lease revenue.
  • Core leasing revenue is the largest component: Core Lease Rent and Maintenance Reserve Revenues are the biggest named revenue driver among the operating components provided.

Bear case

  • Cyclicality and timing risk in leasing: If utilization trends down, the company would likely feel pressure on its main lease and maintenance reserve revenue streams.
  • More variability from non-core items: Some revenue components include gains on sale of portfolio assets and other related items, which can be less predictable than ongoing lease rent and maintenance reserve revenue.
Valuation — source: SEC EDGAR (first-party)
Price$69.10
Market Cap$1.46B
P/E Ratio12.0
EV / EBITDA15.1
Price / Book2.10
Price / Sales1.90
FCF Yield18.6%
DCF Value (model)$1049.89
DCF Upside vs Price1419.4%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$730.24M
Net Margin15.6%
Revenue Growth (YoY)23.2%
EPS Growth (YoY)49.1%
FCF Growth (YoY)58.5%
Valuation vs Sector & Industry
Stock P/E12.0
Sector P/E (Consumer Discretionary)21.6
Industry P/E (Wholesale)24.8
vs Sector-44.5%
vs Industry-51.8%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderM3F, Inc. ($115.31M)
Institutional Holders Tracked10
Company
SectorConsumer Discretionary
IndustryWholesale
CEOAustin Chandler Willis
Employees445
CountryUS
IPO Date1996-09-18

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WLFC earnings history · WLFC institutional & insider holders · WLFC KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-24.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.