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Did Willis Lease Finance Beat Earnings?
Willis Lease Finance (WLFC) reported Q4 '25 revenue of $194M, up 26.7% year-over-year, with reported EPS of $1.52. That came in 52.8% below the $3.23 analyst estimate — an earnings miss.
AltIndex tracks earnings alongside 25+ alternative data signals that can move ahead of the report — Willis Lease Finance’s job postings, web traffic, and employee business outlook. See the full WLFC stock analysis or the earnings calendar for upcoming reports.
WLFC Earnings Surprise History (EPS vs. Estimate)
| Quarter | Estimated EPS | Reported EPS | Surprise |
|---|---|---|---|
| Q4 '25 | $3.23 | $1.52 | Missed -52.8% |
| Q3 '25 | $3.69 | $3.25 | Missed -11.9% |
| Q2 '25 | $3.18 | $8.43 | Beat +165.1% |
| Q1 '25 | $4.41 | $2.21 | Missed -49.9% |
| Q4 '24 | $1.88 | $2.81 | Beat +49.5% |
Willis Lease Finance Quarterly Financial Trends
| Metric | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 151M | 146M | 153M | 158M | 196M | 180M | 194M | 194M |
| Gross margin | 78.0% | 73.4% | 75.9% | 71.0% | 67.1% | 93.4% | 58.0% | 72.5% |
| Operating margin | 35.8% | 23.0% | 19.2% | 15.2% | 14.5% | 21.1% | 28.7% | 38.4% |
| Net income | 43M | 24M | 21M | 17M | 60M | 24M | 12M | 25M |
| Net margin | 28.2% | 16.5% | 13.8% | 10.7% | 30.9% | 13.5% | 6.3% | 12.9% |
| EPS | $6.21 | $3.37 | $2.81 | $2.21 | $8.43 | $3.25 | $1.52 | — |
Willis Lease Finance Earnings Trend Analysis
Over the eight quarters from Q2 '24 to Q1 '26, Willis Lease Finance’s quarterly revenue moved from $151M to $194M. Net margin compressed from 28.2% to 12.9%, against a 72.5% gross margin in the most recent quarter — a read on whether revenue growth is translating into profit. Willis Lease Finance has beaten Wall Street EPS estimates in 2 of its last 5 reported quarters.
When Is Willis Lease Finance’s Next Earnings Date?
Willis Lease Finance 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 WLFC earnings calendar.
Frequently Asked Questions: Willis Lease Finance Earnings
Willis Lease Finance's next earnings date has not been confirmed yet. See the earnings calendar for all upcoming reports.
Willis Lease Finance reported Q4 '25 EPS of $1.52 on revenue of $194M (+26.7% YoY). Willis Lease Finance missed estimates, reporting $1.52 vs. the $3.23 estimate.
Willis Lease Finance reported Q4 '25 revenue of $194M, up 26.7% 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 WLFC AI Score.
