Willis Lease Reports Q2 Profit, Grows Assets Under Management to $4.4 Billion

Overview

• Willis Lease announced second-quarter results on August 4, 2026, reporting net income of $30.2 million, diluted EPS of $1.31, revenue of $194 million, and Adjusted EBITDA of about $120.7 million.
• The company grew total assets under management to $4.4 billion, a 21% year‑over‑year increase driven by the launch of Willis Aviation Capital and new fund partnerships.
• Willis launched investment fund partnerships with Liberty Mutual Investments in March 2026 and with Blackstone Credit & Insurance in April 2026 to expand third‑party managed AUM.
• The company is actively managing its lease portfolio, which had a book value of $2,956.3 million and comprised 334 engines and 22 aircraft, and realized a $32.0 million gain from the sale of 21 engines and other equipment in the quarter.
• Operational revenue trends supported the quarter—lease rent rose to $77.1 million and the firm recognized $7.5 million of long‑term maintenance revenue—while comparability is affected by prior one‑time items such as the 2025 BAML sale and SAF‑related grants; management held a conference call to discuss results.