Michael H/Stone via Getty Images Air Lease Corporation (NYSE:AL) stock has gained 14.6%, or a 15.2% total return, since I discussed Air Lease Corporation Q3 2023 earnings in November last year. The broader markets returned 15.1%, so I would say that while the stock did quite well, it did not show the strong outperforming nature that we are looking for. In fact, since I turned bullish on AL stock in May 2022, share price development has failed to impress as its 12% return in stock price value fell short of t ...

Wall Street expects a year-over-year decline in earnings on higher revenues when Air Lease (AL) reports results for the quarter ended December 2023. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on February 15. O ...

Fuel expenses represent a key input cost for any transportation company. Oil price has increased roughly 8.3% in a month and is currently trading at around $78 a barrel. This surge in a key input cost naturally hurts the bottom-line growth of transportation companies. Oil prices have been on the rise since Russia and Saudi Arabia extended voluntary supply cuts through the end of the current year. Apart from oil expenses, expenses are high on the labor front as well, courtesy of the multiple pay-related deal ...

公司发行票据 - Air Lease Corporation宣布了其公开发行5.100%的中期无担保优先票据，总额为5亿美元[1] - 公司打算将此次发行的净收益用于一般企业用途，可能包括购买商用飞机和偿还现有债务[2] - BMO Capital Markets Corp.、BofA Securities, Inc.、Mizuho Securities USA LLC、MUFG Securities Americas Inc.和Wells Fargo Securities, LLC担任票据发行的联席主承销商[3] - 此次票据发行是根据公司于2021年5月7日向美国证券交易委员会（SEC）提交的有效的注册声明书进行的[4]

Air Lease Corporation (AL) provided an update on its aircraft investments, sales and financing-related activities, which occurred in the fourth quarter of 2023. As of Dec 31, 2023, Air Lease’s fleet included 463 owned aircraft and 78 managed aircraft. As of Dec 31, 2023, AL had commitments to purchase 334 aircraft from Boeing and Airbus for delivery through 2029. The company had already delivered 22 new aircraft from its order book, which comprises six Airbus A220s, one Airbus A320neo, eight Airbus A321neos ...

LOS ANGELES--(BUSINESS WIRE)--Today Air Lease Corporation (NYSE: AL) announced an update on aircraft investments, sales, and significant financing activities occurring in the fourth quarter of 2023. As of December 31, 2023, ALC’s fleet was comprised of 463 owned aircraft and 78 managed aircraft, with 334 new aircraft on order from Boeing and Airbus set to deliver through 2029. Aircraft Investments e o Delivered 22 new aircraft from ALC’s order book including six Airbus A220s, one Airbus A320neo, eight Airbu ...

公司电话会议信息 - Air Lease Corporation (NYSE: AL)将于2024年2月15日下午4:30举行电话会议，讨论公司2023年第四季度和年度财务业绩[1] - 投资者可以通过拨打1 (888) 660-6652（国内）或1 (646) 960-0554（国际）参与电话会议，会议密码为5952437[1] - 电话会议也将通过Air Lease Corporation网站投资者页面上的链接进行现场直播，重播将在公司网站的投资者页面上提供[2] - 电话会议的完整重播将于2024年2月15日至2024年2月22日晚上11:59分（东部时间）提供，重播电话号码为1 (800) 770-2030（国内）或1 (647) 362-9199（国际），会议密码为5952437[3] 公司背景介绍 - Air Lease Corporation是总部位于加利福尼亚洛杉矶的全球领先飞机租赁公司，通过定制的飞机租赁和融资解决方案，购买新的商用飞机并将其租赁给全球的航空公司[3] - 公司定期在其网站的“投资者”部分发布可能对投资者重要的信息，鼓励投资者定期查阅Air Lease Corporation网站以获取重要信息[3]

财务数据和关键指标变化 - 公司第三季度收入为6.59亿美元,同比增长约18% [8] - 每股收益为1.10美元,同比增长22% [8] - 利息费用上升,主要由于复合融资成本从3.07%上升至3.67% [35] - 经营活动产生的现金流同比增长34% [35] 各条业务线数据和关键指标变化 - 公司在第三季度购买了8架新飞机,总价值约4.5亿美元 [9] - 公司在第三季度共售出8架飞机,销售收益约3.5亿美元 [9] - 机队利用率保持在99.9%的高水平 [9] 各个市场数据和关键指标变化 - 全球航空客运量同比增长25%-30%,部分关键市场增速更快 [17][21][22][24] - 客座率接近或超过历史高点,达到85% [25] 公司战略和发展方向及行业竞争 - 公司订单簿价值达230亿美元,覆盖至2029年,处于有利地位 [12][18] - 二手市场需求强劲,销售管线达18亿美元 [13] - 公司将继续保持谨慎的资产负债表管理,维持2.5倍的债务权益比 [36][37] 管理层对经营环境和未来前景的评论 - 航空公司对新型号和节油型飞机的需求强劲,受制于制造商交付延迟 [9][10][11] - 制造商交付延迟将持续数年,公司仍有4.3-4.5亿美元的交付计划 [14][15] - 公司对长期航空客运需求保持乐观,不认为宏观经济环境会对需求产生重大影响 [17][26] 问答环节重要的提问和回答 问题1 **Catherine O'Brien 提问** GTF发动机问题是否会在第四季度及明年体现在销售利润率上? [46] **John Plueger 回答** 这种影响会在未来8-12个月逐步体现,公司将持续获得销售收益 [46][47] 问题2 **Hillary Cacanando 提问** 公司是否考虑股票回购 [52] **John Plueger 回答** 公司目前优先考虑将债务权益比降至2.5倍目标,之后会考虑股票回购等资本配置 [53][54] 问题3 **Helane Becker 提问** 对于第四季度交付的预期 [65] **John Plueger 和 Steve Hazy 回答** 预计第四季度交付在9-11亿美元区间,全年4.3-4.5亿美元,但制造商可能无法完全实现目标 [67][69][70]

第一组 - 2023年第三季度，Air Lease Corporation的飞机租赁收入为60.4亿美元，较去年同期增长11%[7] - 2023年第三季度，Air Lease Corporation的总收入为65.9亿美元，较去年同期增长17%[7] - 2023年前九个月，Air Lease Corporation的净利润为13.25亿美元，较去年同期增长20%[7] - 2023年前九个月，Air Lease Corporation的总支出为49.43亿美元，较去年同期减少23%[7] - 2023年前九个月，Air Lease Corporation的每股收益为1.10美元，较去年同期改善[7] - 2023年第三季度，Air Lease Corporation的股东权益为69.61亿美元，较上一季度增长1%[8] - 2023年第三季度，Air Lease Corporation的外汇翻译调整和对冲交易公允价值变动为-1.39亿美元[8] - 2023年第三季度，Air Lease Corporation的净利润归属于普通股股东为12.2亿美元[7] - 2023年第三季度，Air Lease Corporation的每股普通股股东收益为1.10美元[7] 第二组 - 公司截至2023年9月30日的净收入为393,571千美元，较2022年同期的净亏损242,334千美元有显著增长[10] - 公司截至2023年9月30日的经营活动产生的现金流量为1,282,306千美元，较2022年同期的958,563千美元有所增长[10] - 公司截至2023年9月30日的投资活动产生的现金流量为-1,668,686千美元，较2022年同期的-2,715,595千美元有所改善[10] - 公司截至2023年9月30日的融资活动产生的现金流量为122,097千美元，较2022年同期的1,765,708千美元有显著减少[10] - 公司截至2023年9月30日的现金、现金等价物和受限现金为515,734千美元，较2022年同期的1,116,968千美元有所下降[10]

Air Lease Corporation (NYSE:AL) Q2 2023 Earnings Conference Call August 3, 2023 4:30 PM ET Company Participants Jason Arnold - Head of Investor Relations John Plueger - President and Chief Executive Officer Steven Hazy - Executive Chairman Gregory Willis - Executive Vice President and Chief Financial Officer Conference Call Participants Jamie Baker - JPMorgan Tom Fitzgerald - TD Cowen Jack Fowler - Goldman Sachs Steve Trent - Citigroup Operator Good afternoon. My name is Kayla and I will be your conference ...