Willis Lease Finance Corp (NASDAQ:WLFC) Reports Record Q2 2025 Earnings, Crushing Analyst Estimates

Willis Lease Finance Corp (NASDAQ:WLFC) reported record-breaking financial results for the second quarter of 2025, significantly surpassing analyst expectations. The company’s performance highlights strong growth in both revenue and earnings per share (EPS), though the market reaction has been muted in pre-market trading.

Key Financial Highlights

• Revenue: Reported revenue reached $195.5 million, a substantial beat compared to the consensus estimate of $145.86 million. This represents a 34% increase over expectations.
• Earnings Per Share (EPS): The company posted an EPS of $8.43, far exceeding the estimated $3.24. This more than doubles analyst projections.
• Pre-Tax Income: A record $74.3 million underscores operational efficiency and strong demand in both leasing and spare parts sales segments.

Market Reaction

Despite the strong earnings beat, WLFC shares were down approximately 0.6% in pre-market trading. This muted reaction could indicate profit-taking after recent gains or broader market conditions outweighing the positive results. Over the past month, the stock has seen modest gains (+1.45%), while weekly performance remains nearly flat (-0.04%).

Analyst Estimates for Future Performance

Looking ahead, analysts project:

• Q3 2025 Revenue: $184.62 million
• Q3 2025 EPS: $5.31
• Full-Year 2025 Revenue: $648.72 million
• Full-Year 2025 EPS: $17.21

The company did not provide explicit forward guidance in its press release, making it difficult to assess whether these estimates align with management’s internal expectations.

Press Release Summary

The earnings announcement emphasized record revenue and pre-tax income, driven by strong performance in both leasing and spare parts sales. Willis Lease Finance highlighted its ability to capitalize on growing demand in aviation services, supported by its diversified business model.

For a deeper dive into WLFC’s earnings history and future estimates, visit the earnings and estimates page.

Disclaimer: This article is for informational purposes only and does not constitute investment advice.