Willis Lease Finance Corporation (WLFC) shares have climbed 35.3% in the past six months compared with the industry’s 21.8% growth. The company has outperformed other industry players, including Air Lease Corporation (AL) and Ryder System, Inc. (R) . Shares of AL and R have gained 7.2% and 18%, respectively, in the same time frame. Sustained aviation supply-demand imbalances, firm lease rates, institutional capital partnerships, in-house technical capabilities and long-term service agreements drive recurrin ...

Successful inaugural engine restoration demonstrates strong EGT margin recovery and supports fleet transition strategyCOCONUT CREEK, Fla., Feb. 12, 2026 (GLOBE NEWSWIRE) -- Willis Lease Finance Corporation (NASDAQ: WLFC) (“WLFC” or the “Company”), the leading lessor of commercial aircraft engines and a global provider of aviation services, today announced the successful completion of its first core engine restoration at its U.S.-based Willis Engine Repair Center®. This new, in-house engine module restoratio ...

Group 1 - Willis Lease Finance Corporation (WLFC) plans to announce its financial results for the fourth quarter and full year 2025 on March 10, 2026 [1] - A conference call will be held on March 10, 2026, at 10:00 a.m. Eastern Standard Time to discuss the financial results, with participation details provided [2] - A digital replay of the conference call will be available two hours after its completion, accessible through the company's website [2][3] Group 2 - WLFC specializes in leasing large and regional spare commercial aircraft engines and aircraft to various clients, including airlines and maintenance providers [4] - The company's services include engine and aircraft trading, asset management, and end-of-life solutions for aviation materials [4] - WLFC also offers maintenance services through its subsidiaries, including Part 145 engine maintenance and ground handling services [4]

Core Insights - Willis Lease Finance Corporation (WLFC) has launched an industry-first program in collaboration with CFM International to extend the operational life of CFM56-5B and CFM56-7B engines [1][2] - The program focuses on restoring core components of the engines instead of full disassembly, allowing for longer service life [2] - WLFC is the first commercial aircraft engine lessor to partner with the OEM for this initiative, demonstrating its commitment to extending engine lifecycles [2] Company Overview - WLFC specializes in leasing large and regional spare commercial aircraft engines and aircraft to various clients, including airlines and maintenance providers [4] - The company's services include engine and aircraft trading, asset management, and end-of-life solutions for engines and aviation materials [4] - WLFC operates through various service offerings, including Part 145 engine maintenance and ground handling services [4] Leadership Statements - The CEO of WLFC, Austin C. Willis, emphasized that the new program represents a significant evolution in engine asset management, aiming to provide high-quality products at reasonable prices [3] - CFM International's CEO, Gaël Méheust, noted that the partnership will enhance the reliability and longevity of CFM56 engines for WLFC's customers [3] Future Plans - WLFC has identified an initial group of engines for the program and plans to expand participation across additional assets over time [3]

Core Insights - Willis Lease Finance Corporation (WLFC) has entered into a purchase and leaseback agreement with Nauru Airlines for seven CFM56-7B engines, ensuring reliable support for Nauru's fleet of Boeing 737-700 and 737-800 aircraft for over six years [1][2] Group 1: Agreement Details - The agreement will provide Nauru Airlines with WLFC's ConstantThrust support, which includes seamless engine exchanges as they reach major maintenance intervals [2] - The deal terms are extendable to accommodate new aircraft deliveries, indicating flexibility in the partnership [3] Group 2: Program Benefits - WLFC's ConstantThrust program leverages global expertise in spare parts provisioning, technical management, and maintenance, repair, and overhaul (MRO) services, ensuring uninterrupted operational performance for airlines [2] - This program is crucial for supporting Nauru Airlines' growth and its role in providing reliable air transportation across the Central and South Pacific region [2] Group 3: Company Overview - WLFC specializes in leasing large and regional spare commercial aircraft engines and aircraft to airlines, engine manufacturers, and MRO providers globally [4] - The company's services include engine maintenance, aircraft disassembly, parking and storage, and ground handling services, showcasing a comprehensive approach to aviation services [4]

Company Overview - Willis Lease Finance Corporation (WLFC) is a leading lessor of commercial aircraft engines and a global provider of aviation services [1][3] - The company engages in leasing large and regional spare commercial aircraft engines and aircraft to various clients, including airlines and maintenance providers [3] Recent Appointment - Steven Bridgland has been appointed as Head of Investor Relations & Capital Markets for Willis Aviation Capital, the company's newly announced asset manager [1] - In his role, Bridgland will manage existing investor relationships, develop new ones, and support capital deployment efforts [1] Experience and Expertise - Bridgland brings over three decades of experience in equity and debt capital markets, investor relations, and aviation finance [2] - His previous roles include senior positions at Deucalion Aviation, DVB, RBC Capital Markets, and Greenwich NatWest, with a strong focus on structuring aviation funds and joint ventures [2] Leadership Statement - Brian R. Hole, Global Head of Managed Funds & Credit at WLFC, expressed excitement about Bridgland's appointment, highlighting his trustworthiness and integrity [3]

Core Viewpoint - Willis Lease Finance Corporation announced a quarterly dividend of $0.40 per share, reflecting the strength of its business and commitment to long-term shareholder value [1][2]. Company Overview - Willis Lease Finance Corporation (WLFC) is a leading lessor of commercial aircraft engines and provides global aviation services, including leasing large and regional spare commercial aircraft engines and aircraft to various stakeholders [3]. - The company's services are integrated with engine and aircraft trading, engine lease pools, asset management services, and end-of-life solutions for engines and aviation materials [3]. - WLFC also offers maintenance services through its subsidiaries, including Part 145 engine maintenance, aircraft line and base maintenance, and ground handling services [3].

Company Overview - Willis Lease Finance Corporation (WLFC) is an independent aircraft engine leasing and servicing company, operating as a fully integrated aviation ecosystem with $3.4 billion in owned and managed assets [2] - Founded in 1985, the company is controlled by the Willis family, which holds approximately 60% of the business [3] - WLFC provides a range of services including leasing, engine repairs, used serviceable materials, end-of-life planning, airframe maintenance, and in-house consulting [2][3] Investment Thesis - The investment case for WLFC is based on two main pillars: lack of analyst coverage and minimal institutional ownership, leading to compressed valuation multiples despite strong fundamentals [4] - WLFC's stock has increased by approximately 300% year-to-date, yet it still trades at a significant discount compared to its closest peer, FTAI, despite having a larger engine fleet and broader service capabilities [4] - The company is well-positioned to benefit from industry tailwinds such as OEM delivery delays, next-generation engine durability issues, and a global shortage of MRO capacity, which have increased demand for spare engines and repairs [5] Financial Performance and Outlook - WLFC has experienced strong post-COVID growth in lease rents and maintenance reserves, with improving visibility and multiple catalysts for growth [6] - The author suggests that a rerating towards peer multiples could support a significant upside, with a base case price target near $300 [6] - The company's in-house repair centers and used serviceable materials inventory reduce reliance on external MROs and OEMs, lowering costs and improving turnaround times [5]

Core Viewpoint - The analysis indicates a cautious approach towards Willis Lease Finance Corporation (WLFC), highlighting a preference for fundamental analysis and identifying investment opportunities that offer a favorable risk/reward trade-off [1]. Group 1: Company Overview - WLFC has been evaluated multiple times over the past few years, but the analyst has chosen not to invest due to the perceived discount to net asset value (NAV) compared to other investment options [1]. Group 2: Investment Strategy - The investment strategy employed includes fundamental analysis, focusing on individual issues and asset classes that are currently out of favor [1]. - The analyst utilizes options strategies, such as covered calls on overvalued companies and writing puts on stocks that are desired at lower prices [1].

Core Viewpoint - The analysis indicates a cautious approach towards Willis Lease Finance Corporation (WLFC), highlighting a preference for fundamental analysis and identifying investment opportunities that offer a favorable risk/reward trade-off [1]. Group 1: Company Overview - Willis Lease Finance Corporation (WLFC) has been evaluated multiple times over the past few years, but the investment has been passed on due to perceived discounts to NAV compared to other investment options [1]. Group 2: Investment Strategy - The investment strategy employed includes fundamental analysis, focusing on individual issues and asset classes that are currently out of favor [1]. - Options strategies are utilized, such as covered calls on overvalued companies and writing puts on stocks that are desired at lower prices [1].