WILLIS LEASE FINANCE CORP Q2 FY26 Results

Summary

Willis Lease Finance Corporation announced its financial results for the second quarter ended June 30, 2026, reporting a 6.7% increase in quarterly lease rent revenue to $77.1 million and a 20.2% rise in income from operations to $34.0 million. Adjusted EBITDA grew by 4.0% to $120.7 million, while assets under management reached $4.4 billion. The company highlighted the establishment and growth of Willis Aviation Capital as a key focus for the first half of the year, with total AUM growth of 21% year over year.

Key Highlights

1. 1

   Willis Lease Finance Corporation reported quarterly lease rent revenue of $77.1 million for Q2 2026, an increase of 6.7% compared to the prior year period.

2. 2

   Income from operations for the second quarter of 2026 was $34.0 million, marking a 20.2% increase year-over-year.

3. 3

   The company recognized $32.0 million in gain on sale of leased equipment in Q2 2026, up 16.2% from $27.6 million in Q2 2025.

4. 4

   Adjusted EBITDA for the second quarter of 2026 was $120.7 million, an increase of 4.0% compared to $116.1 million in the prior year.

5. 5

   Assets under management, including on-balance sheet and Willis Aviation Capital businesses, grew to $4.4 billion as of June 30, 2026.

6. 6

   Net income attributable to common shareholders for Q2 2026 was $28.7 million, a decrease of 51.2% compared to $58.9 million in Q2 2025, impacted by a one-time gain in the prior year.