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WLFC · Willis Lease Finance Corp

$69.40 -1.00 (-1.42%)
Market Cap
$495.88M
Shares
7.04M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$70.40 Open$69.94 Day$69.00–70.95 52W$37.86–81.54 Avg vol 30d408K Short int618K · 8.8% float · 4.6d Short vol79% Last earningsMay 5, 2026 DataJan 2020–Jul 2026 Filing10-Q · May 5

Up next

Next earnings call
Aug 4, 2026 Est · unconfirmed · in 1 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 5, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Neutral
      SellHoldBuy
      Technical Neutral Momentum Strong Sentiment Neutral Fundamentals Strong Quant / Vol Very High
      Market backdrop VIX 18.2 · elevated Equity put/call 0.71
      Technical
      price trend
      Neutral
      50 / 200-day cross No cross
      Price vs 200-day avg +22%
      above
      Price vs 50-day avg +6%
      above
      RSI (14) 54
      neutral
      MACD trend Negative
      52-week position 74%
      mid-range
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Strong
      1-month return −6%
      trailing
      6-month return +14%
      trailing
      YTD return +56%
      this year
      Relative strength +6%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $66 › 200d $58 — 50d above 200d
      Institutional flow Accumulating
      20 of 122 funds reported for Jun 30 · net +105.1K sh shares · +8 new
      Insider flow Distributing
      Net -$655.4K over 90 days · 100% sells
      Short interest Rising
      8.78% of float · ▲ +3.2% MoM · 4.6 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      122 holders — mid 3-yr range
      Squeeze score 84
      high risk · 0–100
      Fundamentals
      Strong
      Revenue growth +28%
      Y/Y
      EPS growth +0%
      Y/Y
      Free cash flow $252.2M
      Valuation P/E 38.5
      in line
      Buyback $39.6M
      remaining
      Balance sheet $2.7B
      net debt
      Quant / Vol
      risk profile
      Very High
      Volatility 48%
      annualized · 1-yr
      Max drawdown −32%
      past year
      ATR 4.4%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Technicals

      trend & momentum for long-term holders Neutral
      1 · 4 · 2
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +22% Bullish
      Price vs 50-day avg
      +6% Bullish
      RSI (14)
      54 Neutral
      MACD trend
      Negative Bearish
      52-week position
      74% Neutral
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Bearish · 2 of 6
      Trend (MA cross) No cross
      50d $66 › 200d $58 — 50d above 200d
      Institutional flow Accumulating
      20 of 122 funds reported for Jun 30 · net +105.1K sh shares · +8 new
      Insider flow Distributing
      Net -$655.4K over 90 days · 100% sells
      Short interest Rising
      8.78% of float · ▲ +3.2% MoM · 4.6 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      122 holders — mid 3-yr range
      Price context
      position in its 52-week range
      52-wk low $38 Now $70 · 74% 52-wk high $82
      vs 200-day avg +22% vs 50-day avg +6%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Adjusted EBITDA non-GAAP $123.8M three months ended March 31, 2026
      Portfolio utilization 85.8% first quarter ended March 31, 2026
      Average portfolio utilization 84.9% year ended December 31, 2025

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      Rental & Leasing Services — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      WLFC
      Willis Lease Finance Corp
      this stock
      $495.88M +56.3% +28.3% 38.5 8.8%
      URI
      United Rentals, Inc.
      $68.36B +35.1% +4.9% 27.8 2.2%
      SUNB
      Sunbelt Rentals Holdings, Inc.
      $30.94B +3.4% 3.0%
      AER
      AerCap Holdings N.V.
      $23.85B +7.5% +6.5% 0.8%
      UHAL
      U-Haul Holding Co /NV/
      $14.37B +45.3% +3.6% 0.9%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      129
      % held
      415.6%
      Reported
      20 of 122
      Top holder
      M3F, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      164
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      618.4K
      Days to cover
      4.6d
      Change
      +19.5K sh
      View
      Short Volume
      Short vol %
      79%
      As of
      Jul 29, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      704
      Value
      $136.2K
      As of
      Jun 17, 2026
      View
      Off-Exchange
      Off-exchange %
      10.3%
      Week of
      May 4, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$655.4K
      Buyers / Sellers
      0 / 1
      Buyers Sellers
      View
      Financials
      Financials
      Revenue (FY)
      $730.2M
      Net income (FY)
      $113.8M
      EPS diluted
      $1.71
      View
      Buybacks
      Authorized
      $60.0M
      Remaining
      $39.6M
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Jul 21, 2026
      This year
      22
      View
      Proposed Sales
      Value
      $590.4K
      Shares
      3.4K
      Filed
      Apr 1, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      May 5, 2026
      View
      Investor Relations
      Upcoming events
      1
      View

      Performance

      5D 20D 120D MTD YTD
      WLFC +7.7% -6.2% +13.5% -7.7% +56.3%
      SPY -1.0% 0.0% +7.4% -0.8% +8.6%
      vs SPY +8.7% -6.1% +6.1% -6.9% +47.7%

      Capital returns

      Latest dividend
      $0.40 / share · ex May 11, 2026
      Raised 60%
      Paid (TTM)
      $1.45 / share · 4 payouts
      Dividend yield (TTM, derived)
      2.06%
      Buyback program · as of Mar 31, 2026
      Authorized
      $60.00M
      Spent (derived)
      $20.40M
      Remaining
      $39.60M
      Spent Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1018164 CUSIP 970646105 13F (30d) 19 filings 19 filers Visit website Investor relations