Air Lease Corporation (AL) Q2 2025 Earnings Call Transcript


Air Lease Corporation (NYSE:AL) Q2 2025 Earnings Conference Call August 4, 2025 4:30 PM ET

Company Participants

Gregory B. Willis – Executive VP & CFO
Jason Arnold – Vice President of Investor Relations
John L. Plueger – CEO, President & Director

Conference Call Participants

Catherine Maureen O’Brien – Goldman Sachs Group, Inc., Research Division
Hillary Cacanando – Deutsche Bank AG, Research Division
Jamie Nathaniel Baker – JPMorgan Chase & Co, Research Division
Moshe Ari Orenbuch – TD Cowen, Research Division
Ronald Jay Epstein – BofA Securities, Research Division
Terry Ma – Barclays Bank PLC, Research Division

Operator

Good afternoon. My name is Regina, and I will be your conference operator today. At this time, I would like to welcome everyone to the Air Lease Second Quarter 2025 Earnings Conference Call. [Operator Instructions].

After the speaker’s remarks, there will be a question-and-answer session. [Operator Instructions] I will now turn the call over to Mr. ason Arnold, Head of Investor Relations. Mr. Arnold, you may begin the conference.

Jason Arnold

Thank you, Regina. Good afternoon, everyone, and welcome to Air Lease Corporation’s Second Quarter 2025 Earnings Call. This is Jason Arnold. I’m joined today by John Plueger, our Chief Executive Officer and President; and Greg Willis, our Executive Vice President and Chief Financial Officer.

Earlier today, we published our second quarter 2025 results. A copy of our earnings release is available on the Investors section of our website at www.airleasecorp.com. This conference call is being webcast and recorded today, Monday, August 4, 2025, and the webcast will be available for replay on our website.

At this time, all participants to this call are in listen-only mode. Before we begin, please note that certain statements in this conference call, including certain answers to your questions, are forward-looking statements within the meaning of the Private Securities Litigation Reform Act. This



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