Willis Lease Finance 2025 Q2 Earnings Strong Performance as Net Income Surges 42%

Willis Lease Finance (WLFC) reported its fiscal 2025 Q2 earnings on August 5, 2025, delivering robust results across key financial metrics. The company exceeded expectations with significant revenue and earnings growth, driven by strong performance in core leasing and maintenance reserve segments. While the release did not include explicit forward guidance, the continued expansion in profitability and recurring revenue streams signaled underlying business strength.

Willis Lease Finance reported total revenue of $195.50 million in the second quarter of 2025, a 29.8% increase from $148.44 million in the same period last year. The growth was fueled by strong performance across multiple segments: lease rent revenue rose to $72.27 million, while maintenance reserve revenue stood at $50.74 million. Spare parts and equipment sales contributed $30.35 million, and the company also recorded a gain on the sale of leased equipment of $27.58 million. Additional revenue streams included $8.03 million from maintenance services and $3.65 million in interest revenue, with other revenue adding $2.88 million to the total.

The company’s net income surged 41.8% to $60.38 million in 2025 Q2, compared to $42.59 million in 2024 Q2. Earnings per share also increased by 36.9%, rising from $6.34 to $8.68. This performance indicates strong profitability and continued earnings expansion.

The stock price of Willis Lease Finance has seen a positive trend in recent weeks, with a 5.64% increase during the latest trading day, a 6.28% rise over the past full week, and a 6.38% increase month-to-date.

A review of post-earnings price action revealed that a strategy of buying WLFC shares after the company’s revenue growth was reported and holding for 30 days delivered a total return of 253.03% over the past three years. This outperformed a benchmark with 0.00% return and demonstrated a consistent compound annual growth rate of 54.56%. The strategy also showed a maximum drawdown of 0.00% and a Sharpe ratio of 1.16, with a volatility of 46.88%, indicating a strong balance between risk and reward.

Austin C. Willis, Chief Executive Officer, noted that Q2 2025 was the company’s strongest quarter to date, with record pre-tax income and revenue driven by core lease and maintenance reserve performance. He attributed the success to increased portfolio utilization and strong recurring revenue, along with robust demand in the aviation market and the effectiveness of WLFC’s leasing and maintenance solutions in reducing costly engine shop visits for airlines.

The company did not provide forward-looking guidance or specific expectations for future performance in the release.

No significant non-earnings-related news, such as M&A activity, C-level changes, or dividend/buyback announcements, was reported by Willis Lease Finance in the three weeks following its August 5, 2025 earnings release.