Air Lease posts record FY2025 profit $1.04B; Q4 revenue up 15.1% to $820.4M as Russia insurance payment boosts results

Air Lease reported Q4 revenue of $820.4 million (up 15.1%) and a record FY2025 net profit of $1.04 billion, with Q4 net income of $169.9 million. A $736 million insurance recovery tied to aircraft held in Russia materially boosted results as pre-tax income and adjusted EPS beat estimates; fleet totaled 490 aircraft.

Discovered 2026-02-12T17:25:07.869913-08:00 | 2026-02-12T17:25:07.869913-08:00

Briefing

What Hype is tracking

  • Air Lease’s Q4 revenue of $820.4M (+15.1%) and FY2025 net profit of $1.04B signal elevated lessor profitability and cash generation across the sector; see recent peer results at Avolon and AerCap.
  • The $736M insurance payment for aircraft held in Russia materially swung earnings, underlining how claim recoveries and concentrated geopolitical exposures can affect earnings volatility and lessor balance-sheet management; compare to broader lessor asset-management actions in the market here.

Reported By

Breitflyte aviation-defence-universe.com Airline Economics aerotelegraph.com
Sources Tracked
4
First Seen
2026-02-12T17:25:07.869913-08:00
Latest Update
2026-02-13T11:14:21.722329-08:00
Coverage
Aviation

Sources

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