WLFC PRESS-RELEASE SEC Filing Analysis

Latest settled — T+5d ⚠ clustered

WLFC ▼ -6.20% at T+5d

LONG call ✗ call lost -6.20% · α vs SPY -8.18% · entry $228.68 → $214.50

Next anchor: T+20d in 10d

Last close $182.70 (close May 22) · -20.11% from $228.68 entry

Entry anchored
May 5, 2026
via day open

T+1d

+4.27%

call +4.27% · α +2.89%

$238.45

settled 18d ago

T+5d

-6.20%

call -6.20% · α -8.18%

$214.50

settled 12d ago

T+20d

—

call — · α —

—

in 10d

T+60d

—

call — · α —

—

in 2mo

Price Chart

Loading chart...

Executive Summary

Willis Lease Finance reported Q1 2026 total revenue of $194.3M (+23.2% YoY) and diluted EPS of $3.26 (+47.5% YoY), significantly beating the single-analyst consensus estimate of $3.02 EPS on $175.0M revenue. The strong performance was driven by record lease rent revenue, a surge in gain on sale of leased equipment, and robust maintenance services revenue, with portfolio utilization rising to 85.8%.

Actionable Insight

WLFC delivered a broad-based beat with accelerating revenue growth, record lease revenue, and expanding margins. The 85.8% portfolio utilization signals strong demand for aircraft engines. Watch the conference call at 10am ET for commentary on the Liberty Mutual investment fund partnership and forward guidance on engine sales and lease renewals.

Key Facts

Q1 2026 total revenue $194.3M, up 23.2% YoY from $157.7M
Diluted EPS $3.26, up 47.5% YoY from $2.21
Record quarterly lease rent revenue $77.4M, up 14.2% YoY
Record maintenance services revenue $9.8M, up 74.9% YoY
Gain on sale of leased equipment $18.0M, up 304.8% YoY (14 engines sold)
Adjusted EBITDA $123.8M, up 19.9% YoY
Portfolio utilization 85.8%, up from 79.9% YoY
Quarterly dividend declared $0.40 per share
Net income attributable to common shareholders $23.7M, up 52.9% YoY
Consensus EPS estimate was $3.02; actual $3.26 represents ~7.9% beat

Financial Impact

Revenue beat consensus by ~$19.3M (11.0%); EPS beat by $0.24 (7.9%). Strong operational momentum across all key metrics.

revenueepslease rent revenuegain on saleadjusted EBITDAportfolio utilization

Risk Factors

Interest expense rose 1.7% to $32.6M and debt remains high at $2.25B
Loss on debt extinguishment of $7.0M in Q1 2026 (none in prior year)
Maintenance reserve revenue growth slowed to 1.2% YoY
Interest revenue declined 29.1% YoY

Market Snapshot

Exchange

Nasdaq

Sector

Wholesale-Machinery, Equipment & Supplies

Analyst Consensus

86% bullish (7 analysts)

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

Document	Accession Number
PRESS-RELEASE Data (Synthetic)	press-3287459

7 reports for WLFC

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for WLFC — sortable, filterable
	Type				Now
May 15, 2026 8d ago	424B5 MIXED ★ 6/10	$176.31 awaiting T+5	awaiting T+5	—	$182.70 (+3.62%)
May 14, 2026 9d ago	Press Release BEARISH ★ 6/10	$205.00 awaiting T+5	awaiting T+5	—	$182.70 (+10.88%)
May 5, 2026 18d ago	Press Release BULLISH ★ 8/10	$228.68 $214.50	▼ −6.20%	▼ −8.18%	$182.70 (−20.11%)
May 5, 2026 18d ago	8-K BULLISH ★ 7/10	$228.68 $214.50	▼ −6.20%	▼ −8.18%	$182.70 (−20.11%)
Apr 22, 2026 4w ago	Press Release NEUTRAL ★ 3/10	$189.66 $185.61	▼ −2.13%	▼ −3.61%	$182.70 (−3.67%)
Mar 17, 2026 9w ago	Insider Cluster NEUTRAL ★ 5/10	$166.69 $176.96	▲ +6.16%	▲ +8.82%	$182.70 (+9.60%)
Mar 10, 2026 10w ago	Press Release MIXED ★ 6/10	$172.96 $166.99	▼ −3.45%	▼ −2.55%	$182.70 (+5.63%)

US Market Status

Market Closed — Opens Tue (34h 50m)

Related Tickers

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access