Willis Lease Finance Corporation (WLFC) Q4 2025 Earnings Call Transcript

Willis Lease Finance Corporation (WLFC) Q4 2025 Earnings Call Transcript

Seeking Alpha • Mar 10, 2026

Willis Lease Finance Corporation Welcomes Marilyn Gan as Head of Origination, Asia Pacific

COCONUT CREEK, Fla., March 04, 2026 (GLOBE NEWSWIRE) -- Willis Lease Finance Corporation (NASDAQ: WLFC) (“WLFC” or the “Company”), the leading lessor of commercial aircraft engines and a global provider of aviation services, today announced the appointment of Marilyn Gan as Head of Origination, Asia Pacific. In this role, Marilyn will lead origination efforts in Asia for WLFC's owned portfolio as well as for funds managed by the Company's recently announced asset manager, Willis Aviation Capital, leveraging her extensive experience in structuring debt and equity transactions and building strategic partnerships across the aviation industry.

GlobeNewsWire • Mar 4, 2026

WLFC Rallies 35% in 6 Months: Should You Buy the Stock?

Tight aircraft supply, firm lease rates and deep-pocketed partnerships position WLFC to drive durable cash flows, scale fee-based income and capitalize on aviation's multiyear upcycle.

Zacks Investment Research • Feb 26, 2026

Willis Lease Finance Corporation Partners with CFM International on Program to Extend Operational Life of CFM56 Engines

COCONUT CREEK, Fla., Feb. 09, 2026 (GLOBE NEWSWIRE) -- Willis Lease Finance Corporation (NASDAQ: WLFC) (“WLFC” or the “Company”), the leading lessor of commercial aircraft engines and a global provider of aviation services, announces the establishment of an industry-first program developed in collaboration with CFM International, (“CFM”) with the goal of extending the operational life of CFM56-5B and CFM56-7B engines.

GlobeNewsWire • Feb 9, 2026

Willis Lease Finance Corporation Signs ConstantThrust® Agreement with Asia Pacific Flag Carrier, Nauru Airlines

COCONUT CREEK, Fla., Feb. 04, 2026 (GLOBE NEWSWIRE) -- Willis Lease Finance Corporation (NASDAQ: WLFC) (“WLFC” or the “Company”), the leading lessor of commercial aircraft engines and a global provider of aviation services, today announced a purchase and leaseback agreement with Nauru Airlines (“Nauru”) for seven CFM56-7B engines. The agreement will provide Nauru with reliable ConstantThrust® support for the airline's entire modern fleet of CFM56-7B engines powering Boeing 737-700 and 737-800 aircraft for six plus years.

GlobeNewsWire • Feb 4, 2026

Willis Lease Finance Corporation Welcomes Steven Bridgland as Head of Investor Relations & Capital Markets for Willis Aviation Capital

COCONUT CREEK, Fla., Jan. 22, 2026 (GLOBE NEWSWIRE) -- Willis Lease Finance Corporation (NASDAQ: WLFC) (“WLFC” or the “Company”), the leading lessor of commercial aircraft engines and a global provider of aviation services, today announced the appointment of Steven Bridgland as Head of Investor Relations & Capital Markets for its recently announced asset manager, Willis Aviation Capital. In this role, Steve will lead day-to-day management of Willis Aviation Capital's existing investor relationships, continue development of new investor relationships and support capital deployment efforts.

GlobeNewsWire • Jan 22, 2026

Willis Lease Finance: Shift To Asset-Light Model Should Drive Shares Higher

Willis Lease Finance Corporation now offers asymmetric upside with a 11x FY26 P/E and a substantial NAV discount. WLFC is pivoting to an asset-light model, leveraging Blackrock and Liberty Mutual capital to reduce capital intensity.

Seeking Alpha • Jan 13, 2026

Chris DeMuth Jr. Shares Some Stock Picks

Sifting the World's Chris DeMuth Jr. shares his strategy for focusing on mispricings, hidden value, and opportunities in overlooked or misunderstood situations. WLFC's asset value is underappreciated; partnerships could monetize up to $800M of its $1B market cap, clarifying true inventory worth.

Seeking Alpha • Jan 12, 2026

Four Tree Island Advisory Issues Open Letter to Willis Lease Finance Board

Seeks enhancements to stockholder communication, investment community engagement and corporate governance Raises concerns regarding the material undervaluation of the company's shares and dramatic underperformance relative to public comparables FTAI Aviation and AerCap Believes issues plaguing company are readily addressable through straightforward remedies that would benefit all stockholders Issues letter publicly after efforts at private engagement failed PORTSMOUTH, N.H., Jan. 06, 2026 (GLOBE NEWSWIRE) -- Four Tree Island Advisory LLC, one of the largest stockholders of Willis Lease Finance Corporation (NASDAQ: WLFC) (“WLFC” or the “Company”), today issued the following open letter to WLFC's board of directors: Dear Members of the Board, As you know, Four Tree Island Advisory has built a significant, long-term position in WLFC and is now one of the Company's top ten stockholders.

GlobeNewsWire • Jan 6, 2026

Willis Lease Finance Corporation Announces Aircraft Engine Leasing Partnership with Blackstone Credit & Insurance

COCONUT CREEK, Fla. and NEW YORK, Jan. 05, 2026 (GLOBE NEWSWIRE) -- Willis Lease Finance Corporation (NASDAQ: WLFC) (“WLFC” or the “Company”), the leading lessor of commercial aircraft engines and a global provider of aviation services, and Blackstone Credit & Insurance (“BXCI”) announced a strategic aircraft engine leasing partnership with plans to deploy over $1 billon in the next two years in current and next generation aircraft engines and select aircraft. This unique partnership brings together a leading engine leasing specialist with Blackstone's scaled private credit business to focus on the engine asset class.

GlobeNewsWire • Jan 5, 2026