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Here's Why You Should Add Air Lease Stock to Your Portfolio Now

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Key Takeaways

  • AL outperformed its industry with 40.5% growth in the past year compared with the industry's 24.6% gain.
  • Earnings estimates for 2026 rose 2.82% in past 60 days, with AL's EPS expected to grow 14.06% year over year.
  • AL has a globally diversified customer base and a robust order book from manufacturers like Boeing and Airbus.

Air Lease Corporation (AL - Free Report) is benefiting from multiple tailwinds, which, we believe, have made it an impressive investment option.

Against this backdrop, let’s look at the factors that make this stock an attractive pick.

What Makes Air Lease an Attractive Pick?

An Outperformer: A glimpse at the company’s price trend reveals that the stock has had a solid run on the bourse over the past three months. Shares of AL have gained 40.5% over the past year, surpassing the  Zacks Transportation - Equipment and Leasing industry’s 24.6% surge.

AL Stock’s One-Year Price Comparison

Zacks Investment Research Image Source: Zacks Investment Research

Solid Zacks Rank & VGM Score: Air Lease currently carries a Zacks Rank #2 (Buy) and has a VGM Score of A. Our research shows that stocks with a VGM Score of A or B, when combined with a Zacks Rank #1 (Strong Buy) or 2, offer the best investment opportunities. Thus, the company seems to be an appropriate investment proposition at the moment.

Northward Earnings Estimate Revision: The Zacks Consensus Estimate for earnings has been revised upward by 8.59% over the past 60 days for the first quarter of 2026. For 2026, the consensus mark for earnings has moved 2.82% north in the same time frame. The favorable estimate revisions indicate brokers’ confidence in the stock.

Zacks Investment Research Image Source: Zacks Investment Research

Positive Earnings Surprise History: AL has an encouraging earnings surprise history, having surpassed the Zacks Consensus Estimate in three of the trailing four quarters and missed the mark in the remaining quarter. The average beat is 14.58%.

Zacks Investment Research Image Source: Zacks Investment Research

Earnings Expectations: Earnings growth and stock price gains often indicate a company’s prospects. For first-quarter 2026, AL’s earnings are expected to increase 17.22% year over year. For 2026, AL’s earnings are expected to improve 14.06% year over year.

Bullish Industry Rank: The industry to which Air Lease belongs currently has a Zacks Industry Rank of 92 (out of 245). Such a favorable rank places it in the top 38% of Zacks Industries. Studies show that 50% of a stock’s price movement is directly related to the performance of the industry group it belongs to.

A mediocre stock within a strong group is likely to outperform a robust stock in a weak industry. Reckoning the industry’s performance becomes imperative.

Growth Factors: Air Lease’s focus on long-term customer partnerships, prudent risk management and strategic fleet planning has positioned it as a trusted partner across the aviation industry. With a diversified customer base spanning numerous countries and a robust order book from major manufacturers like Boeing and Airbus, Air Lease continues to demonstrate resilience, innovation, and long-term value creation in the dynamic global aviation market. Efforts to reward its shareholders reflect the company's financial bliss. Higher lease rates and longer lease terms are also aiding the company.

Other Stocks to Consider

Investors interested in the Transportation sector may also consider Wabtec Corporation (WAB - Free Report) and SkyWest, Inc. (SKYW - Free Report) ).

Wabtec currently sports a Zacks Rank #2.  You can see the complete list of today’s Zacks #1 Rank stocks here.

Wabtec has an expected earnings growth rate of 14.94% for the current year. The company has an impressive earnings surprise history. Its earnings outpaced the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 5.76%. Shares of Wabtec have risen 36.3% in the past year.

SkyWest, founded in 1972, is based in St. George and operates regional jets for major U.S. airlines. SKYW is the holding company for SkyWest Airlines, SkyWest Charter and SkyWest Leasing, an aircraft leasing company. SKYW currently carries a Zacks Rank of 2.

SKYW has an impressive earnings surprise track record, having surpassed the Zacks Consensus Estimate in three of the last four quarters (missed the mark in the remaining quarter). The average beat was 12.75%. The Zacks Consensus Estimate for current year earnings has been revised upward by 3.16% over the past 60 days. For 2026, SKYW’s earnings are expected to improve 10.34% year over year.

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