Air Lease Activity Update for the Fourth Quarter of 2025

Air Lease Corporation (NYSE: AL) provided an overview of its activities in the fourth quarter of 2025, reporting significant developments in aircraft investments and sales as of December 31, 2025. The company’s fleet consisted of 490 owned aircraft and 45 managed aircraft, complemented by a robust pipeline of 218 new aircraft on order from industry giants Airbus and Boeing, with deliveries expected through 2031.

In terms of aircraft investments, Air Lease successfully delivered 10 new planes from its orderbook. The new additions included one Airbus A220, two Airbus A321neos, three Boeing 737-8s, one Boeing 737-9, one Boeing 787-9, and two Boeing 787-10s. Overall, the total investments amounted to approximately $920 million, primarily concentrated in the latter half of the quarter, reflecting Air Lease's strategic commitment to expanding its fleet with the latest models.

On the sales front, Air Lease executed the sale of 23 aircraft to third-party buyers, generating approximately $1 billion in sales proceeds for the quarter. This demonstrates the company’s ability to effectively manage its portfolio while capitalizing on favorable market conditions.

Air Lease is widely recognized as a leading global aircraft leasing firm, headquartered in Los Angeles, California. The company is dedicated to acquiring new commercial aircraft and providing tailored leasing and financing solutions to airlines worldwide. Investors are encouraged to regularly check the “Investors” section on Air Lease’s website for updates and other significant information.

For inquiries, Jason Arnold, Vice President of Investor Relations, and Ashley Arnold, Senior Manager of Media and Investor Relations, are available via email.

For more detailed insights, the full press release can be accessed [here](https://www.businesswire.com/news/home/20260108867513/en/).

**Market Analysis and Advice on Air Lease Activity Update - Q4 2025**

As of the end of Q4 2025, Air Lease (NYSE: AL) continues to exhibit robust growth in its aircraft leasing operations. The company's fleet has expanded to 490 owned aircraft and 45 managed aircraft, indicating a stable operational foundation. With 218 new aircraft ordered from Airbus and Boeing, scheduled for delivery through 2031, Air Lease is positioning itself strategically to meet future market demands.

**Aircraft Investments and Sales**

In Q4 2025, Air Lease delivered ten new aircraft, signaling a commitment to modernizing its fleet and meeting customer specifications. The total investment of approximately $920 million reflects a sustainable acquisition strategy, particularly as newer models often attract favorable leasing terms due to fuel efficiency and technology improvements. Notably, the company recorded aircraft sales proceeds of about $1 billion from selling 23 aircraft, which demonstrates effective asset management and capital recycling. This not only enhances liquidity but also paves the way for further investments.

**Market Position and Outlook**

Air Lease's proactive approach in both leasing and divesting aircraft allows it to maintain operational flexibility in a dynamic aviation market. The high volume of aircraft on order can be viewed positively, as it suggests strong demand from airline customers, bolstered by post-pandemic recovery trends in air travel.

**Investment Recommendation**

Given Air Lease's strong performance metrics, continued fleet expansion, and strategic asset management, investors may consider a bullish stance on AL stock. Analysts should monitor upcoming earnings reports and industry trends closely, as shifts in air travel demand could impact the company's performance. Additionally, continuous review of Air Lease's investor relations communications will be crucial for staying informed about any market shifts or future strategic initiatives.