Air Lease CORP

Market Movers (8-K)

Sumisho Air Lease Corporation announced its first quarter 2026 financial results, showing a significant decrease in net income compared to the prior year, largely due to the absence of a large insurance recovery and lower aircraft sales gains, while rental revenues saw a modest increase.
Worse than expected
Sumisho Air Lease Corporation has implemented a new annual cash bonus plan for officers following its recent merger.
Sumisho Air Lease Corporation announces a 40% workforce reduction following its merger completion, impacting 64 employees.
Air Lease Corporation announced the completion of its merger with Takeoff Merger Sub Inc., resulting in the company being renamed Sumisho Air Lease Corporation and becoming an indirect subsidiary of an Irish-based parent company.
Capital raise
Air Lease Corporation announced record revenues for the fourth quarter and full fiscal year 2025, alongside an update on its anticipated merger closing in the first half of 2026.
Delay expected
Better than expected
Air Lease Corporation accelerated executive bonuses and equity vesting in December 2025 to mitigate potential tax impacts related to its upcoming merger with Sumisho Air Lease Corporation Designated Activity Company.

Quarterly Earnings (10-Q)

Sumisho Air Lease Corporation's Q1 2026 Form 10-Q reveals a slight revenue increase, a significant drop in net income due to prior year insurance settlements, and highlights the completion of its merger with Air Lease Corporation.
Worse than expected
Air Lease Corporation reported significant Q3 2025 financial growth, driven by fleet expansion and insurance recoveries, while progressing towards a $65.00 per share cash merger with Sumisho Air Lease Corporation.
Better than expected
Delay expected
Capital raise
Air Lease Corporation reported a significant surge in second-quarter net income, primarily driven by substantial insurance settlements related to aircraft detained in Russia, alongside continued fleet growth.
Better than expected
Delay expected
Capital raise
Air Lease Corporation's Q1 2025 net income significantly increased due to insurance settlement proceeds related to aircraft detained in Russia and overall fleet expansion.
Better than expected
Delay expected
Air Lease Corporation's Q3 2024 results show revenue growth driven by fleet expansion, but net income declined due to increased interest expenses and ongoing aircraft delivery delays.
Worse than expected
Delay expected
Air Lease Corporation's Q2 2024 results show a slight revenue decrease despite fleet growth, impacted by higher interest expenses and aircraft sales dynamics.
Worse than expected
Delay expected

Annual Reports (10-K)

Sumisho Air Lease Corporation's amended 10-K filing outlines significant corporate governance and executive compensation changes following its April 2026 merger, including new leadership and strong 2025 financial performance.
Better than expected
Air Lease Corporation's 2024 annual report reveals a 7.4% growth in fleet net book value and a 1.8% increase in total revenues, driven by aircraft sales and fleet expansion.
Worse than expected
Delay expected
Air Lease Corporation secures a new lender supplement to its credit agreement and amends aircraft purchase agreements with Airbus and Boeing, signaling continued growth and strategic fleet management.
Delay expected

Insider Trading (Form 4)

Air Lease Corporation's merger with Sumisho Air Lease Corporation has concluded, with shareholders receiving $65 per share in cash.
Air Lease Corporation's merger with Sumisho Air Lease Corp. has been finalized, with shareholders receiving $65 per share in cash.
Air Lease Corporation's merger with Sumisho Air Lease Corporation has concluded, with all outstanding Class A common stock converted to $65 per share in cash.
Korde Kishore, EVP of Air Lease Corporation, reported transactions related to the company's merger, receiving $65.00 per share in cash for common stock and restricted stock units.
Air Lease Corporation's merger with Sumisho Air Lease Corp. has been finalized, with shareholders receiving $65 per share in cash.
Air Lease Corporation's merger with Sumisho Air Lease Corporation has been finalized, with shareholders receiving $65 per share in cash.

Proxy Statements (Def-14A)

Air Lease Corporation has filed supplemental disclosures to its definitive proxy statement for its proposed merger, addressing shareholder lawsuits alleging misleading information and seeking injunctions.
Delay expected
Air Lease Corporation announced the expiration of the Hart-Scott-Rodino waiting period, a significant step towards its merger with Sumisho Air Lease Corporation.
Air Lease Corporation stockholders are invited to a special meeting on December 18, 2025, to vote on a merger agreement where the company will be acquired for $65.00 per share in cash.
Better than expected
Capital raise
Delay expected
Air Lease Corporation outlines employee compensation, equity award, and bonus treatment in anticipation of its merger with Sumisho Air Lease.
Air Lease Corporation announces definitive agreement to be acquired by a new holding company owned by Sumitomo, SMBC Aviation Capital, Apollo, and Brookfield.
Better than expected
Air Lease Corporation has agreed to be acquired by a consortium led by Sumitomo Corporation and SMBC Aviation Capital for $65.00 per share in cash, valuing the company at approximately $7.4 billion.
Better than expected
Delay expected

Schedule 13G - Passive Investments

Vanguard Portfolio Management has reported a 5.58% stake in Air Lease Corp as of March 31, 2026, holding 6,261,881 shares.
The Vanguard Group has filed an amended Schedule 13G, reporting a 0% beneficial ownership in Air Lease Corp following an internal realignment.
The Vanguard Group has filed an amended Schedule 13G, reporting a 10.22% beneficial ownership in Air Lease Corp's common stock.
Steven F. Udvar-Hazy, a key figure at Air Lease Corporation, reported a beneficial ownership of 4.76% of the company's Class A Common Stock as of December 31, 2025.
Dimensional Fund Advisors LP has filed an amended Schedule 13G, disclosing a 3.4% beneficial ownership stake in Air Lease Corp's common stock as of December 31, 2025.
BlackRock, Inc. has filed an amended Schedule 13G, reporting beneficial ownership of 11.1% of Air Lease Corp's Class A Stock as of March 31, 2025, held for ordinary course investment purposes.