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Research & education only — not financial advice. EDGAR is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates — see Disclosures. Do your own research.

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Home›Stocks›WLFC

WLFC

WILLIS LEASE FINANCE CORP

Next earnings Aug 3, 2026 · consensus $2.75 EPS, $179M rev

Last earnings +17.0% on 2026-05-05

Buy
$223.88
▲ +0.61%
$223.88▲ +59.33%
over 1Y
L $114.62EODHDH $238.45
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today+0.6%
1W+7.1%
1M+20.8%
3M+33.1%
YTD+67.6%
1Y+59.3%
OverviewFinancialsValuationQualityTimelineFilings
Rating
Buy
Quality
A
Valuation
Undervalued
Filings
Flagged
Buy
Conviction
Horizon
Medium (3–12mo)
Street · 6 analysts
Sell

Revenue grew 36.0% YoY.

Revenue (FY2024) $569M · FY2024

The read

Quality fundamentals and an attractive price line up (~160% below fair value) — the rarer case where both the business and the entry look good.

WILLIS LEASE FINANCE CORP shows $569M in FY2024 revenue (+36.0% YoY), a 19.1% net margin, and 19.8% ROE.

Financials · annual, by fiscal year

Line itemFY20FY21FY22FY23FY24
Revenue———$419M$569M
Gross profit—————
Operating income$14.7M$8.34M$9.86M$64.2M$144M
Net income$9.75M$3.35M$5.44M$43.8M$109M
Diluted EPS$1.05$0.00$0.33$6.23$15.34
Net margin———10.5%19.1%

Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.

Key statistics

Valuation

Enterprise value—
EV / EBITDA—
EV / Sales—
EV / FCF—
P / FCF5.5
PEG (trailing)0.10
Earnings yield7.3%
FCF yield18.2%

Quality & risk

ROIC (est.)4.1%
Free cash flow$269M
Total debt$2.26B
Net cash-$2.26B
Piotroski F-Score5/7

Capital returns

Buyback yield0.8%
Dividend yield (est.)0.7%
Shareholder yield1.5%
Shares Δ YoY+3.3%

Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.

Disclosure timeline

SEC · 8-Ks + reports
Red flag in recent filings — agreement terminated (2026-03-31). Worth a closer look.
  1. 8-K Shareholder vote2026-06-23
  2. 8-K Shareholder vote2026-05-27
  3. 8-K Material agreement2026-05-18
  4. 8-K Earnings results2026-05-05
  5. 10-Q Quarterly report2026-05-05
  6. DEF 14A Proxy statement2026-04-24
  7. 8-K Reg FD disclosure2026-04-22
  8. 8-K Agreement terminated2026-03-31
  9. 10-K/A Restated periodic report2026-03-30

Recent filings

all on EDGAR ↗
8-KPeriod ending 2026-06-232026-06-23open ↗DEFA14AFiling2026-06-02open ↗PX14A6GFiling2026-06-01open ↗DEFA14AFiling2026-05-29open ↗4/APeriod ending 2026-05-262026-05-28open ↗4/APeriod ending 2026-05-262026-05-28open ↗4/APeriod ending 2026-05-262026-05-28open ↗DEFA14AFiling2026-05-27open ↗8-KPeriod ending 2026-05-262026-05-27open ↗4Period ending 2026-05-262026-05-27open ↗4Period ending 2026-05-262026-05-27open ↗4Period ending 2026-05-262026-05-27open ↗

Quality score

A
ValueGrowthProfitHealthMom.
ValueB+
GrowthA+
ProfitabilityA
Financial healthA-
Momentum—
  • ✓Revenue growing year-over-year
  • ✓Profitable (positive net income)
  • ✓Net margin above 10%
  • ✓Return on equity above 15%
  • ✓P/E below 25

Fair value est.

$582.92

Undervalued +160% vs price

cheapfair valueexpensive

Modified Graham: EPS $15.34 × (8.5 + 1.5 × 22.0% growth) × 1.16 quality = 38.0× multiple. An estimate, not a price target.

Revenue
$569M
+36.0% YoY
Net margin
19.1%
ROE
19.8%
P/E
14.6

SEC fundamentals · FY 2024

'20'21'22'23'24

■ revenue · ■ net income, by fiscal year

Revenue$569M+36.0%
Net income$109M+148.1%
Operating income$144M+124.8%
Diluted EPS$15.34+146.2%
Cash & equivalents$9.11M+28.8%
Total assets$3.30B+24.3%
Total liabilities$2.68B+24.1%
Stockholders' equity$549M+25.1%
Op.: 25.4%L/E: 4.89x

Frequently asked

Is WILLIS LEASE FINANCE CORP (WLFC) a buy?
WLFC currently carries a Buy rating with 4/5 conviction, derived from its latest SEC filings. Revenue grew 36.0% YoY.
What is WLFC's fair value?
A Modified-Graham model based on WLFC's SEC fundamentals estimates a fair value of about $582.92. It is an estimate from reported earnings, not a price target.
Is WLFC overvalued or undervalued?
Against a Modified-Graham fair-value estimate, WLFC currently appears undervalued relative to its SEC-grounded earnings power.
What is WILLIS LEASE FINANCE CORP's quality score?
WLFC scores 86.01960784313725/100 (grade A) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.

Sources: SEC EDGAR (CIK 0001018164, latest 10-Q filed 2026-05-05) · EODHD · as of 6/26/2026, 7:31:04 PM.

Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

Insider activity

Form 4 · SEC

Last 90 days: 0 open-market buys · 7 sales

2026-05-26
Barrington Colm
Director
Award3.00K @ $185.62$557K
2026-05-26
Curran Brendan
Director
Award3.00K @ $185.62$557K
2026-05-26
Jones Stephen Francis
Director
Award3.00K @ $185.62$557K
2026-05-15
Dameron Clifton
SVP, GC & Corporate Secretary
Tax612.00 @ $180.03$110K
2026-05-01
Willis Austin Chandler
Chief Executive Officer
Sell800.00 @ $191.22$153K
2026-05-01
Willis Austin Chandler
Chief Executive Officer
Sell1.48K @ $192.74$286K
2026-05-01
Willis Austin Chandler
Chief Executive Officer
Sell716.00 @ $193.63$139K
2026-05-01
Willis Austin Chandler
Chief Executive Officer
Sell400.00 @ $194.43$77.8K
2026-04-01
WILLIS CHARLES F IV
Executive Chairman
Tax43.0K @ $175.62$7.54M
2026-04-01
Willis Austin Chandler
Chief Executive Officer
Sell983.00 @ $172.49$170K
2026-04-01
Willis Austin Chandler
Chief Executive Officer
Sell1.23K @ $173.60$214K
2026-04-01
Willis Austin Chandler
Chief Executive Officer
Sell1.19K @ $174.37$207K

Dividends

Quarterly
Yield (TTM)
0.2%
Annual / share
$0.48
Last ex-date
2026-05-11
Last amount
$0.13
ex 2026-05-11paid 2026-05-22$0.13
ex 2026-02-11paid 2026-02-20$0.13
ex 2025-11-17paid 2025-11-26$0.13
ex 2025-08-12paid 2025-08-21$0.08
ex 2025-05-12paid 2025-05-22$0.08
ex 2025-02-12paid 2025-02-21$0.08

Source: EODHD. Yield = trailing-12-month dividends ÷ price.

Earnings history

beat/miss · move
2026-05-05Beat +35.4% est▲ +16.96%8-K ↗
2026-03-10Miss -55.3% est▼ -2.60%8-K ↗
2025-11-04Beat +8.0% est▼ -5.96%8-K ↗
2025-08-05Miss -29.4% est▲ +7.82%8-K ↗
2025-05-06—▼ -14.15%8-K ↗
2025-03-10—▼ -16.96%8-K ↗

Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.

Recent news

market news →
Willis Lease Finance Corporation Acquires Three Airbus A330-300 Aircraft That Will Be Leased to China Airlines and EVA AirBullish
finance.yahoo.com· 2026-06-25
What Does Willis Lease Finance Corp (WLFC) Notes Offering Say About the Stock?Bullish
finance.yahoo.com· 2026-05-27
Willis Lease Finance Corporation Prices Upsized Convertible Senior Notes Offering and Borrowed Common Stock Offering to Facilitate Hedging TransactionsBullish
globenewswire.com· 2026-05-14
Willis Lease Finance Corporation Announces Proposed Convertible Senior Notes Offering and Borrowed Common Stock Offering to Facilitate Hedging TransactionsBullish
globenewswire.com· 2026-05-13
Willis Lease Inquiry Alert: Current Shareholders are Urged to Contact BFA Law about its Investigation into the Board over Executive Compensation - NASDAQ:WLFCBullish
globenewswire.com· 2026-05-13
Four Tree Island Advisory Urges Willis Lease Finance Stockholders to Vote “AGAINST” Proposals at Upcoming Annual Meeting and Demand Board AccountabilityBullish
globenewswire.com· 2026-05-11

Vs tracked universe

compare →

1043 tracked peers · median

EDGAR Score86 vs 67
Revenue growth36.0% vs 7.1%
Net margin19.1% vs 10.5%
Return on equity19.8% vs 12.3%
P/E14.6 vs 25.5

News sentiment

EODHD · 10d
Bullish
+0.17
vs typical · 12 articles

Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.