Willis Lease Financial

Q2 FY2026 EarningsQ2 FY26 results beat consensus on the top line with revenue of $194.0M vs. $175.0M expected, driven by strong lease rent growth (+6.7% YoY) and significant gains on equipment sales ($32.0M). However, Income from Operations of $34.0M significantly missed the $83.0M EBIT consensus due to rising G&A and technical expenses (+10.2% and +32.5% YoY, respectively). Diluted GAAP EPS of $1.31 exceeded the $0.97 consensus, largely supported by lower-than-expected effective tax rates and non-recurring grant proceeds.