Willis Lease Finance Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
13.7%projected annual EPS growth
Analyst Coverage
1analyst covering
FY Revenue (est.)
$732Mnext fiscal year
FY EPS (est.)
$4.73next fiscal year
Monitoring Framework
Key Performance Indicators
Portfolio Utilization Quarterly8,580.0%Target: Maintain above 80%
Quarterly Lease Rent Revenue Quarterly77.4MTarget: Continued sequential growth
Adjusted EBITDA Quarterly123.8MTarget: Double-digit year-over-year growth
Watch Items
- Governance Battle and Shareholder ActivismTrigger: Reconvened Annual Meeting on June 23, 2026, regarding Proposal 2 to triple authorized share countAction: Monitor voting results and potential concessions to activist investor Four Tree Island Advisory (e.g., rescinding executive option grants, selling corporate yacht/aircraft).
- Equipment Trading Gains Contribution to EarningsTrigger: Trading gains exceeding 30% of pre-tax incomeAction: Evaluate the sustainability of core leasing operations if secondary market engine sales cool down.
- Net Finance Costs and Debt BurdenTrigger: Net finance costs rising faster than core lease rent revenueAction: Assess the execution of the capital-light Willis Aviation Capital (WAC) model to deleverage the parent balance sheet.
Research as of 19 Jun 2026