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8-K ·Filed Aug 4, 2026

WLFC

WILLIS LEASE FINANCE CORP
BULLISH
Impact 6/10
Horizonweeks Processed2mo ago SEC0001018164-26-000065
8-K Item 2.02: Earnings release
Actionable Insight ▲ Bullish

The strong beat validates WLFC's asset-light strategy and expanding fund management platform. Monitor the conference call for guidance on WAC deployment and any update on dividend strategy. The net debt/equity of 2.78x and convertible offering add leverage risk, but the operational trajectory supports continued upside.

DirectionBullish
Confidencemedium
Horizonweeks
Latest settled — T+20d
WLFC ▼ -23.51% at T+20d
LONG call ✗ call lost -23.51% · α vs SPY -22.27% · entry $70.62 → $54.02
Next anchor: T+60d tomorrow
Latest observation: T+57 -30.44% FF3 residual α
Entry = T+0 close
Aug 4, 2026
via day close
T+1d
-7.66%
call -7.66% · α -7.46%
$65.21
settled 3mo ago
T+5d
-22.12%
call -22.12% · α -22.02%
$55.00
settled 3mo ago
T+20d
-23.51%
call -23.51% · α -22.27%
$54.02
settled 8w ago
T+60d
Pending
tomorrow

Price Chart

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Executive Summary

WLFC reported Q2 2026 results that substantially exceeded consensus estimates — diluted EPS of $1.31 vs $0.90 consensus (beat by 45.6%) and total revenue of $194.0M vs $175.0M (beat by 10.9%). Core operating metrics were solid with income from operations up 20.2% YoY and lease rent revenue up 6.7%, while total revenue slipped 0.8% YoY due to declines in maintenance reserve revenue and spare parts sales. The company continues scaling its asset-light Willis Aviation Capital platform, with AUM reaching $4.4B and new fund partnerships with Blackstone and Liberty Mutual gaining traction.

Key Financial Metrics

EPS
$1.31
est $0.90 · +45.6%
Revenue
$194.0M
est $175.0M · +10.9% · -0.8% YoY
Rating
strong beat

Key Facts

  • Diluted EPS of $1.31 vs $0.90 consensus (45.6% beat)
  • Total revenue $194.0M vs $175.0M consensus (10.9% beat)
  • Income from operations rose 20.2% YoY to $34.0M
  • Assets under management grew to $4.4B, up 21% YoY
  • Completed $200M convertible note offering (2.5%, 5-year)
  • Grew lease rent revenue 6.7% YoY to $77.1M
  • Net income attributable to common shareholders $28.7M (down 51.2% YoY, but up ~80% excluding prior-year $43M gain on BAML sale)
  • Adjusted EBITDA of $120.7M, up 4% YoY

Financial Impact

EPS beat consensus by 45.6% ($0.41 vs $0.90); revenue beat by 10.9% ($19M above $175M); Adjusted EBITDA growth of 4%

epsrevenueadjustedEbitdaassetsUnderManagement

Risk Factors

  • Total revenue declined 0.8% YoY due to lower maintenance reserve and spare parts revenue
  • Net debt/equity at 2.78x remains elevated
  • Gain on sale of equipment contributed significantly to net income (32.0M in Q2 vs $27.6M in Q2 2025)
  • Heavy reliance on aircraft leasing cycles and aviation industry conditions

Market Snapshot

Exchange
Nasdaq
Sector
Wholesale-Machinery, Equipment & Supplies
Analyst Consensus
0% bullish (6 analysts)

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 7 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001018164-26-000065
Document: wlfc-20260804.htm0001018164-26-000065
Document: wlfcq22026earningscallpr.htm0001018164-26-000065
Document: 0001018164-26-000065-index-headers.html0001018164-26-000065
Document: 0001018164-26-000065-index.html0001018164-26-000065
Document: 0001018164-26-000065.txt0001018164-26-000065
8-K Data (Synthetic)0001018164-26-000065
22 reports for WLFC
Performance horizon
67% Hit rate @ T+1 4 of 6 directional calls Went positive at some point 4 of 6 best @ T+60▲ +70.20%May 14, 2026
Filters
Rows
Reports for WLFC — sortable, filterable
TypeNow
Oct 26, 2026
today
8-K
NEUTRAL ★ 2/10
$38.54awaiting T+1—$38.99 (+1.17%)
Sep 22, 2026
4w ago
8-K
BULLISH ★ 5/10
$54.89 $54.38▼ −0.93%▼ −0.21%$38.99 (−28.97%)
Sep 3, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$56.22 $57.43▲ +2.15%▲ +2.70%$38.99 (−30.65%)
Aug 25, 2026
8w ago
8-K
BULLISH ★ 6/10
$54.62 $54.91▲ +0.53%▲ +0.51%$38.99 (−28.62%)
Aug 25, 2026
8w ago
Press Release
NEUTRAL ★ 4/10
$54.62 $54.91▲ +0.53%▲ +0.51%$38.99 (−28.62%)
Aug 24, 2026
9w ago
Insider Cluster
NEUTRAL ★ 3/10
$54.62 $54.91▲ +0.53%▲ +0.51%$38.99 (−28.62%)
Aug 19, 2026
9w ago
Insider Cluster
BEARISH ★ 5/10
$54.18 $54.37▼ −0.35%▲ +0.06%$38.99 (+28.04%)
Aug 6, 2026
11w ago
8-K
NEUTRAL ★ 4/10
$63.92 $61.05▼ −4.49%▼ −5.10%$38.99 (−39.00%)
Aug 5, 2026
11w ago
Insider Cluster
NEUTRAL ★ 3/10
$63.77 $60.91▼ −4.49%▼ −5.10%$38.99 (−38.86%)
Aug 4, 2026
11w ago
8-K
BULLISH ★ 6/10
$70.62 $65.21▼ −7.66%▼ −7.46%$38.99 (−44.79%)
Showing 10 of 22

US Market Status

Market Closed — Opens Wed (12h 38m)

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Report published Aug 4, 2026