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Did Air Lease Beat Earnings?
Air Lease (AL) reported Q4 '25 revenue of $820M, up 15.1% year-over-year, with reported EPS of $2.20. That topped the $1.19 analyst estimate by 84.9% — an earnings beat.
AltIndex tracks earnings alongside 25+ alternative data signals that can move ahead of the report — Air Lease’s job postings, web traffic, and employee business outlook. See the full AL stock analysis or the earnings calendar for upcoming reports.
AL Earnings Surprise History (EPS vs. Estimate)
| Quarter | Estimated EPS | Reported EPS | Surprise |
|---|---|---|---|
| Q4 '25 | $1.19 | $2.20 | Beat +84.9% |
| Q3 '25 | $1.16 | $1.00 | Missed -14.0% |
| Q2 '25 | $0.85 | $1.09 | Beat +28.2% |
| Q1 '25 | $1.18 | $1.19 | Beat +0.8% |
| Q4 '24 | $0.75 | $1.34 | Beat +78.7% |
| Q3 '24 | $0.80 | $1.25 | Beat +56.3% |
Air Lease Quarterly Financial Trends
| Metric | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 667M | 690M | 713M | 738M | 732M | 725M | 820M | 739M |
| Gross margin | 29.3% | 28.5% | 29.6% | 31.2% | 29.8% | 27.4% | 62.3% | 0.0% |
| Operating margin | 21.1% | 21.0% | 21.6% | 20.8% | 21.3% | 18.9% | 54.1% | 0.0% |
| Net income | 103M | 104M | 113M | 376M | 385M | 146M | 181M | 115M |
| Net margin | 15.4% | 15.1% | 15.8% | 50.9% | 52.6% | 20.2% | 22.1% | 15.5% |
| EPS | $0.81 | $1.25 | $1.34 | $1.19 | $1.09 | $1.00 | $2.20 | — |
Air Lease Earnings Trend Analysis
Over the eight quarters from Q2 '24 to Q1 '26, Air Lease’s quarterly revenue moved from $667M to $739M. Net margin held roughly steady from 15.4% to 15.5%, against a 0% gross margin in the most recent quarter — a read on whether revenue growth is translating into profit. Air Lease has beaten Wall Street EPS estimates in 5 of its last 8 reported quarters.
When Is Air Lease’s Next Earnings Date?
Air Lease reports earnings on a quarterly schedule. Its most recent report covered Q4 '25. For the confirmed upcoming date — and every other company reporting soon — see the AL earnings calendar.
Frequently Asked Questions: Air Lease Earnings
Air Lease's next earnings date has not been confirmed yet. See the earnings calendar for all upcoming reports.
Air Lease reported Q4 '25 EPS of $2.20 on revenue of $820M (+15.1% YoY). Air Lease beat estimates, reporting $2.20 vs. the $1.19 estimate.
Air Lease reported Q4 '25 revenue of $820M, up 15.1% from the same quarter a year earlier.
Signals like job postings, web traffic, and employee sentiment reflect business activity in real time and can move before quarterly results are reported. AltIndex combines them with 25+ others in the AL AI Score.
