Willis Lease Finance posts record Q3 2026 revenue but earnings miss expectations
+1 new source since this summary was written
Willis Lease Finance Corporation reported third‑quarter 2026 revenue of $246.3 million, up 34.3% year‑over‑year, driven by higher lease‑rent and equipment‑sale income. Net income fell sharply, with the company citing $10.2 million in one filing and $11.7 million in another, while diluted EPS was $0.47, well below analyst forecasts. Adjusted EBITDA was $100.9 million and assets under management grew to $4.9 billion.
Why it matters
Investors see the revenue beat as a positive sign for top‑line growth, but the EPS miss and lower net income triggered a share decline of about 3%. The mixed results suggest near‑term profitability pressure despite expanding assets.
Key facts
- 1Record quarterly total revenue of $246.3 million, an increase of 34.3% YoY. stocktitan.net
- 2Lease rent revenue was $84.4 million, up 10.2% YoY. stocktitan.net
- 3Adjusted EBITDA for the quarter was $100.9 million. tradingview.com
- 4Diluted earnings per share were $0.47. seekingalpha.com
- 5Assets under management rose to $4.9 billion. finance.yahoo.com
Open questions
- Net income is reported as $10.2 million in material 5 and $11.7 million in material 9, a conflict on the same basis.
Summary written by AlphAI AI Desk from 9 of 9 sources. Not investment advice. Figures are as stated by the linked sources.