NASDAQ: WLFC
Willis Lease Finance Corporation
Industrials · Rental & Leasing Services
Market Cap
$4.14B
52w High
$81.54
52w Low
$38.00
P/E
13.85
Volume
233.02K
Outstanding Shares
71.70M
Performance
Return analysis
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock fell 62.54% over the last year. Revenue grew 16.83% over the trailing twelve months. Operating margin moved from 17.67% to 26.54%. Free cash flow grew 71.61% over the trailing twelve months.
What the market seems to be pricing
Visible fundamentals weakened far less than the stock price, and the shares now sit around the 0th percentile of their historical P/E range. That looks more like a rerating of the multiple than a collapse in the business.
What would invalidate this read
This read changes if operating margin (currently 26.54%) continues to decline, or if revenue growth turns negative. The bull case requires the business to hold its current trajectory.
Company profile
Willis Lease Finance Corporation (WLFC) is an international enterprise specializing in the leasing and maintenance of commercial aircraft and their engines.
Valuation
Stock splits
Every 1 shares became 3
Profitability & growth
Analyst consensus
1
Buy
0
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Nov 3, 2026
Q4 FY26 · EPS est $0.88 · Revenue est $177M
View
Dividends
$0.53/shareQuarterlyAt RiskWLFC pays a dividend with a 0.92% dividend yield, covered -16.7× by free cash flow.
Dividend Yield
0.92%
Annual Div / Share
$0.53
CAGR
—
Payout Ratio
18.06%
At Risk
Dividend Growth Rate
Dividend History
Annualized dividend cycles per share
Income Projection
Today
$1/mo
In 5 yrs
$1/mo
In 10 yrs
$1/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$9/yr $1/mo | $9/yr $1/mo | $9/yr $1/mo |
Analysis
Dividend Strengths
No strong strength signal stands out from the latest period pair.
Risks to Watch
Dividend exceeds free cash flow
Free cash flow covers only -16.73× the dividend. The company is paying out more than it generates in cash, which is unsustainable without borrowing or asset sales.