Willis Lease Finance (WLFC)
Market Price (9/14/2026): $56.15 | Market Cap: $1.2 BilSector: Industrials | Industry: Diversified Support Services
Willis Lease Finance (WLFC)
Market Price (9/14/2026): $56.15Market Cap: $1.2 BilSector: IndustrialsIndustry: Diversified Support Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 8.7%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 4.5% Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 38% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 36% Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -66% Low stock price volatilityVol 12M is 48% Megatrend and thematic driversMegatrends include Global Aviation Industry. Themes include Commercial Aircraft Engine Leasing, and Aircraft Engine MRO & Asset Management. | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 195% Weak revenue growthRev Chg QQuarterly Revenue Change % is -0.8% Not cash flow generativeFCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -68% Key risksWLFC key risks include [1] its high leverage and persistent negative free cash flow, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 8.7%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 4.5% |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 38% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 36% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -66% |
| Low stock price volatilityVol 12M is 48% |
| Megatrend and thematic driversMegatrends include Global Aviation Industry. Themes include Commercial Aircraft Engine Leasing, and Aircraft Engine MRO & Asset Management. |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 195% |
| Weak revenue growthRev Chg QQuarterly Revenue Change % is -0.8% |
| Not cash flow generativeFCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -68% |
| Key risksWLFC key risks include [1] its high leverage and persistent negative free cash flow, Show more. |
Qualitative Assessment
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Updated on 9/8/2026
Willis Lease Finance (WLFC) stock has lost about 5% since 5/31/2026 because of the following key factors:
1. Mixed Fiscal Q2 2026 Financial Performance Offset Growth Initiatives.
Willis Lease Finance reported solid, yet tempered, financial results for fiscal Q2 2026, which ended June 30, 2026. The company experienced a 20.2% increase in income from operations, reaching $34.0 million, and a 6.7% rise in lease rent revenue to $77.1 million compared to the prior year. Adjusted EBITDA also grew by 4.0% to $120.7 million. However, these positive figures were counteracted by "weak cash generation (negative free cash flow)" and continued "leverage risk," with long-term debt standing at $2.7 billion at the end of fiscal year 2025.
2. Strategic Expansion and Asset Growth Met by Industry Risks.
The company pursued several growth-oriented strategies during the period, including the completion of a transaction to acquire a commercial aircraft and aircraft engine portfolio, contributing to a 21% year-over-year growth in assets under management to $4.4 billion. Furthermore, Willis Lease Finance secured a five-year agreement with Pratt & Whitney for engine storage and lease return services and announced plans for a new engine repair center in Malaysia. These expansion efforts were, however, accompanied by an acknowledgment of "inherent risks associated with owning and leasing commercial aircraft and engines," alongside broader "economic uncertainty" stemming from fluctuating oil prices and rising inflation.
Show more
Willis Lease Finance (WLFC) stock has lost about 5% since 5/31/2026 because of the following key factors:
1. Mixed Fiscal Q2 2026 Financial Performance Offset Growth Initiatives.
Willis Lease Finance reported solid, yet tempered, financial results for fiscal Q2 2026, which ended June 30, 2026. The company experienced a 20.2% increase in income from operations, reaching $34.0 million, and a 6.7% rise in lease rent revenue to $77.1 million compared to the prior year. Adjusted EBITDA also grew by 4.0% to $120.7 million. However, these positive figures were counteracted by "weak cash generation (negative free cash flow)" and continued "leverage risk," with long-term debt standing at $2.7 billion at the end of fiscal year 2025.
2. Strategic Expansion and Asset Growth Met by Industry Risks.
The company pursued several growth-oriented strategies during the period, including the completion of a transaction to acquire a commercial aircraft and aircraft engine portfolio, contributing to a 21% year-over-year growth in assets under management to $4.4 billion. Furthermore, Willis Lease Finance secured a five-year agreement with Pratt & Whitney for engine storage and lease return services and announced plans for a new engine repair center in Malaysia. These expansion efforts were, however, accompanied by an acknowledgment of "inherent risks associated with owning and leasing commercial aircraft and engines," alongside broader "economic uncertainty" stemming from fluctuating oil prices and rising inflation.
Show more
Updated on 9/8/2026
Willis Lease Finance (WLFC) stock has lost about 5% since 5/31/2026 because of the following key factors:
1. Mixed Fiscal Q2 2026 Financial Performance Offset Growth Initiatives.
Willis Lease Finance reported solid, yet tempered, financial results for fiscal Q2 2026, which ended June 30, 2026. The company experienced a 20.2% increase in income from operations, reaching $34.0 million, and a 6.7% rise in lease rent revenue to $77.1 million compared to the prior year. Adjusted EBITDA also grew by 4.0% to $120.7 million. However, these positive figures were counteracted by "weak cash generation (negative free cash flow)" and continued "leverage risk," with long-term debt standing at $2.7 billion at the end of fiscal year 2025.
2. Strategic Expansion and Asset Growth Met by Industry Risks.
The company pursued several growth-oriented strategies during the period, including the completion of a transaction to acquire a commercial aircraft and aircraft engine portfolio, contributing to a 21% year-over-year growth in assets under management to $4.4 billion. Furthermore, Willis Lease Finance secured a five-year agreement with Pratt & Whitney for engine storage and lease return services and announced plans for a new engine repair center in Malaysia. These expansion efforts were, however, accompanied by an acknowledgment of "inherent risks associated with owning and leasing commercial aircraft and engines," alongside broader "economic uncertainty" stemming from fluctuating oil prices and rising inflation.
3. Balancing Analyst Sentiment and Market Technicals.
Analyst coverage and market technicals presented a mixed picture, contributing to the stock's stability. On September 8, 2026, Deutsche Bank initiated coverage with a "Buy" rating and an $80 price target, citing the company's shift to an asset-light model and its transformation into a large-scale aviation asset manager. Conversely, market analyses also highlighted "bearish technical signals with the stock trading below key moving averages." This conflicting sentiment, combining optimistic long-term prospects with cautious short-term indicators, likely fostered a relatively stable trading environment for WLFC.
Show less
Willis Lease Finance (WLFC) stock has lost about 5% since 5/31/2026 because of the following key factors:
1. Mixed Fiscal Q2 2026 Financial Performance Offset Growth Initiatives.
Willis Lease Finance reported solid, yet tempered, financial results for fiscal Q2 2026, which ended June 30, 2026. The company experienced a 20.2% increase in income from operations, reaching $34.0 million, and a 6.7% rise in lease rent revenue to $77.1 million compared to the prior year. Adjusted EBITDA also grew by 4.0% to $120.7 million. However, these positive figures were counteracted by "weak cash generation (negative free cash flow)" and continued "leverage risk," with long-term debt standing at $2.7 billion at the end of fiscal year 2025.
2. Strategic Expansion and Asset Growth Met by Industry Risks.
The company pursued several growth-oriented strategies during the period, including the completion of a transaction to acquire a commercial aircraft and aircraft engine portfolio, contributing to a 21% year-over-year growth in assets under management to $4.4 billion. Furthermore, Willis Lease Finance secured a five-year agreement with Pratt & Whitney for engine storage and lease return services and announced plans for a new engine repair center in Malaysia. These expansion efforts were, however, accompanied by an acknowledgment of "inherent risks associated with owning and leasing commercial aircraft and engines," alongside broader "economic uncertainty" stemming from fluctuating oil prices and rising inflation.
3. Balancing Analyst Sentiment and Market Technicals.
Analyst coverage and market technicals presented a mixed picture, contributing to the stock's stability. On September 8, 2026, Deutsche Bank initiated coverage with a "Buy" rating and an $80 price target, citing the company's shift to an asset-light model and its transformation into a large-scale aviation asset manager. Conversely, market analyses also highlighted "bearish technical signals with the stock trading below key moving averages." This conflicting sentiment, combining optimistic long-term prospects with cautious short-term indicators, likely fostered a relatively stable trading environment for WLFC.
Show less
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Stock Movement Drivers
Fundamental Drivers
The -4.6% change in WLFC stock from 5/31/2026 to 9/13/2026 was primarily driven by a -24.6% change in the company's Net Income Margin (%).| (LTM values as of) | 5312026 | 9132026 | Change |
|---|---|---|---|
| Stock Price ($) | 58.86 | 56.17 | -4.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 767 | 765 | -0.2% |
| Net Income Margin (%) | 15.9% | 12.0% | -24.6% |
| P/E Multiple | 9.8 | 12.9 | 31.8% |
| Shares Outstanding (Mil) | 20 | 21 | -3.8% |
| Cumulative Contribution | -4.6% |
Market Drivers
5/31/2026 to 9/13/2026| Return | Correlation | |
|---|---|---|
| WLFC | -4.6% | |
| Market (SPY) | 1.0% | 19.0% |
| Sector (XLI) | -0.4% | 39.5% |
Fundamental Drivers
The -16.9% change in WLFC stock from 2/28/2026 to 9/13/2026 was primarily driven by a -32.6% change in the company's Net Income Margin (%).| (LTM values as of) | 2282026 | 9132026 | Change |
|---|---|---|---|
| Stock Price ($) | 67.62 | 56.17 | -16.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 689 | 765 | 11.0% |
| Net Income Margin (%) | 17.8% | 12.0% | -32.6% |
| P/E Multiple | 11.3 | 12.9 | 14.7% |
| Shares Outstanding (Mil) | 20 | 21 | -3.3% |
| Cumulative Contribution | -16.9% |
Market Drivers
2/28/2026 to 9/13/2026| Return | Correlation | |
|---|---|---|
| WLFC | -16.9% | |
| Market (SPY) | 11.7% | 35.4% |
| Sector (XLI) | -2.4% | 51.1% |
Fundamental Drivers
The 14.4% change in WLFC stock from 8/31/2025 to 9/13/2026 was primarily driven by a 58.3% change in the company's P/E Multiple.| (LTM values as of) | 8312025 | 9132026 | Change |
|---|---|---|---|
| Stock Price ($) | 49.11 | 56.17 | 14.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 652 | 765 | 17.3% |
| Net Income Margin (%) | 18.8% | 12.0% | -36.1% |
| P/E Multiple | 8.2 | 12.9 | 58.3% |
| Shares Outstanding (Mil) | 20 | 21 | -3.6% |
| Cumulative Contribution | 14.4% |
Market Drivers
8/31/2025 to 9/13/2026| Return | Correlation | |
|---|---|---|
| WLFC | 14.4% | |
| Market (SPY) | 19.5% | 35.7% |
| Sector (XLI) | 14.6% | 49.8% |
Fundamental Drivers
The 308.7% change in WLFC stock from 8/31/2023 to 9/13/2026 was primarily driven by a 110.5% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 8312023 | 9132026 | Change |
|---|---|---|---|
| Stock Price ($) | 13.74 | 56.17 | 308.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 364 | 765 | 110.5% |
| Net Income Margin (%) | 10.7% | 12.0% | 11.9% |
| P/E Multiple | 6.7 | 12.9 | 92.2% |
| Shares Outstanding (Mil) | 19 | 21 | -9.8% |
| Cumulative Contribution | 308.7% |
Market Drivers
8/31/2023 to 9/13/2026| Return | Correlation | |
|---|---|---|
| WLFC | 308.7% | |
| Market (SPY) | 75.7% | 38.2% |
| Sector (XLI) | 65.9% | 44.6% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| WLFC Return | 24% | 57% | -17% | 333% | -34% | 25% | 472% |
| Peers Return | 33% | -14% | 13% | -9% | 0% | -7% | 9% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 11% | 102% |
Monthly Win Rates [3] | |||||||
| WLFC Win Rate | 42% | 42% | 58% | 75% | 33% | 56% | |
| Peers Win Rate | 65% | 40% | 58% | 42% | 40% | 43% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 44% | |
Max Drawdowns [4] | |||||||
| WLFC Max Drawdown | -26% | -19% | -41% | -18% | -47% | -33% | |
| Peers Max Drawdown | -12% | -31% | -28% | -31% | -35% | -43% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: UHAL, HTZ, VAI, CTAS, TRI.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 9/11/2026 (YTD)
How Low Can It Go
| Event | WLFC | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -30.3% | -18.8% |
| % Gain to Breakeven | 43.5% | 23.1% |
| Time to Breakeven | 276 days | 79 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -33.9% | -6.7% |
| % Gain to Breakeven | 51.2% | 7.1% |
| Time to Breakeven | 343 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -16.0% | -24.5% |
| % Gain to Breakeven | 19.1% | 32.4% |
| Time to Breakeven | 8 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -73.0% | -33.7% |
| % Gain to Breakeven | 270.4% | 50.9% |
| Time to Breakeven | 1019 days | 140 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -28.3% | -6.8% |
| % Gain to Breakeven | 39.5% | 7.3% |
| Time to Breakeven | 127 days | 15 days |
| 2013 Taper Tantrum | ||
| % Loss | -15.9% | -0.2% |
| % Gain to Breakeven | 18.9% | 0.2% |
| Time to Breakeven | 11 days | 1 days |
In The Past
Willis Lease Finance's stock fell -30.3% during the 2025 US Tariff Shock. Such a loss loss requires a 43.5% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
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| Event | WLFC | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -30.3% | -18.8% |
| % Gain to Breakeven | 43.5% | 23.1% |
| Time to Breakeven | 276 days | 79 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -33.9% | -6.7% |
| % Gain to Breakeven | 51.2% | 7.1% |
| Time to Breakeven | 343 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -73.0% | -33.7% |
| % Gain to Breakeven | 270.4% | 50.9% |
| Time to Breakeven | 1019 days | 140 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -28.3% | -6.8% |
| % Gain to Breakeven | 39.5% | 7.3% |
| Time to Breakeven | 127 days | 15 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -25.3% | -17.9% |
| % Gain to Breakeven | 33.9% | 21.8% |
| Time to Breakeven | 113 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -42.2% | -15.4% |
| % Gain to Breakeven | 72.9% | 18.2% |
| Time to Breakeven | 590 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -38.1% | -53.4% |
| % Gain to Breakeven | 61.5% | 114.4% |
| Time to Breakeven | 59 days | 1085 days |
In The Past
Willis Lease Finance's stock fell -30.3% during the 2025 US Tariff Shock. Such a loss loss requires a 43.5% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Willis Lease Finance (WLFC)
Willis Lease Finance Corporation (WLFC) is a specialized finance company operating primarily as a lessor and servicer of commercial aircraft and aircraft engines on a global scale. The company's operations are divided into two main segments: Leasing and Related Operations, and Spare Parts Sales. Through its Leasing segment, WLFC acquires and leases various aviation assets, including commercial aircraft, aircraft engines, and other related equipment. The Spare Parts Sales segment focuses on the acquisition and resale of aftermarket engine parts, entire engines, engine modules, and portable aircraft components.
The core of WLFC's business involves generating revenue from its extensive lease portfolio, which, as of December 2021, comprised 304 engines, 12 aircraft, one marine vessel, and other leased parts and equipment. Beyond direct leasing, the company also engages in engine management and consulting services, managing an additional portfolio of 475 engines, aircraft, and related equipment for other parties. This dual approach allows WLFC to capitalize on both long-term leasing contracts and the dynamic market for aviation spare parts and services.
WLFC primarily serves two key customer groups within the aviation industry: commercial aircraft operators, which include airlines globally, and maintenance, repair, and overhaul (MRO) organizations. With a global footprint, the company's clientele spans 76 lessees across 40 countries, highlighting its significant international presence and role in supporting the operational needs of the commercial aviation sector worldwide.
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Here are 1-3 brief analogies for Willis Lease Finance (WLFC):
- It's like a specialized Penske Truck Leasing or Ryder System, but for commercial aircraft engines and parts.
- They also operate a bit like an AutoZone or Advance Auto Parts for airplane engine components.
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- Aircraft and Engine Leasing: Leasing commercial aircraft, aircraft engines, and other related aviation equipment to operators globally.
- Aircraft Engine and Equipment Sales: Buying and reselling whole commercial aircraft engines and other aviation equipment.
- Aftermarket Aviation Parts Sales: Purchasing and reselling after-market engine parts, modules, and portable aircraft components.
- Aviation Asset Management and Consulting Services: Providing engine management, aviation consulting, and lease portfolio management services for third-party owners.
AI Analysis | Feedback
Willis Lease Finance (WLFC) primarily serves other companies rather than individuals.
Based on the provided background information, its customers generally fall into the following categories:
- Commercial aircraft operators
- Maintenance, repair, and overhaul (MRO) organizations
The provided description does not list the names of specific major customer companies.
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Willis Lease Finance's major suppliers include:
- General Electric (GE)
- RTX Corporation (RTX)
- Rolls-Royce plc (RYCEF)
- The Boeing Company (BA)
- Airbus SE (EADSY)
- AerCap Holdings N.V. (AER)
- Southwest Airlines Co. (LUV)
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Austin C. Willis
Chief Executive Officer
Austin C. Willis has served as Chief Executive Officer of Willis Lease Finance Corporation since April 2022. He joined WLFC in March 2016 as Senior Vice President Corporate Development and has also served on the Board since 2008. From 2004 to 2013, Mr. Willis held the role of President and CEO of JT-Power LLC, a privately held company engaged in the business of selling commercial jet turbine engine parts and leasing commercial aircraft. In November 2013, he sold most of the assets and ongoing business of JT-Power, LLC to Willis Aeronautical Services, Inc. He earned his bachelor's degree from the London School of Economics and Political Science and served as a combat dive qualified special forces engineer in the US Army Special Forces “Green Berets”.
Scott B. Flaherty
Executive Vice President and Chief Financial Officer
Scott B. Flaherty joined Willis Lease Finance Corporation in June 2016. His financial background includes roles at Colt Defense, Bank of America Securities, and Credit Suisse First Boston. He also worked as an engineer at the Pratt & Whitney division of United Technologies Corporation for eight years. Mr. Flaherty earned his undergraduate degree from Worcester Polytechnic Institute and a Master of Business Administration from the Leonard N. Stern School of Business at New York University.
Charles F. Willis, IV
Founder and Executive Chairman
Charles F. Willis, IV is the founder of Willis Lease Finance Corporation. He has over 40 years of experience in the aviation industry, with some sources stating over 45 years. He served as the Chief Executive Officer, President, and a director since WLFC incorporated in 1985, and as Chairman of the Board of Directors since 1996. In April 2022, he was appointed Executive Chairman of the Board. From 1975 to 1985, he served as President of Willis Lease’s predecessor, Charles F. Willis Company, which was involved in purchasing, financing, and selling commercial transport aircraft and providing consulting services to the aviation industry. Prior to that, he held positions as Assistant Vice President of Sales at Seaboard World Airlines and in various departments at Alaska Airlines.
Brian R. Hole
Global Head of Managed Funds & Credit
Brian R. Hole joined Willis Lease Finance Corporation in August 2014 and was promoted to President in April 2016. Effective October 2025 (or January 2026 per some sources), he assumed the role of Global Head of Managed Funds & Credit, where he oversees the firm's managed fund strategies and global credit platform. Previously, Mr. Hole was the owner and president of Aviation Opportunity Management LLC, where he advised banks, private equity firms, and alternative investment funds on investments in large commercial aircraft engines.
Dean M. Poulakidas
Senior Vice President, General Counsel & Corporate Secretary
Dean M. Poulakidas joined Willis Lease Finance Corporation in September 2011 and currently serves as Senior Vice President, General Counsel and Corporate Secretary. Prior to his appointment as General Counsel, he served as Senior Counsel until March 31, 2013.
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Key Risks to Willis Lease Finance (WLFC)
Willis Lease Finance Corporation (WLFC) faces several significant risks inherent to its business as a lessor and servicer of commercial aircraft and aircraft engines. The most prominent risks are largely tied to the cyclical nature of the aviation industry, financial market conditions, and the operational aspects of its leased assets. The most significant key risks to Willis Lease Finance are: * Cyclicality and Industry Risks: Willis Lease Finance's financial performance is highly sensitive to the broader conditions of the airline industry and the global economy. Fluctuations in demand for air travel, aircraft utilization rates, and asset values, driven by factors such as changes in oil prices, regulatory shifts, environmental pressures, geopolitical events, or pandemics, can adversely impact lessee demand and credit quality. The company also operates in a competitive environment, with other lessors and financial institutions potentially pressuring lease rates and margins. * Interest Rate Risk and High Leverage: The capital-intensive nature of Willis Lease Finance's business model, which requires substantial investment to acquire aviation equipment, results in a highly leveraged financial structure. This exposure to debt makes the company particularly vulnerable to interest rate fluctuations. Rising interest rates or widening borrowing margins can significantly increase debt servicing costs, reduce profit margins, and negatively affect cash flows and overall earnings, especially given that its fixed lease rates are often juxtaposed with variable-rate debt. * Asset Residual Value and Technical Engine Issues: As a lessor in operating leases, Willis Lease Finance retains the residual value risk of its equipment. The introduction of new engine and aircraft models, or potential overcapacity in the market, could adversely affect the residual values and lease rates for its existing portfolio. Furthermore, ongoing technical issues with specific modern engine types, such as GTF and LEAP engines, can lead to increased maintenance requirements, higher operating costs, and potentially reduced utilization or marketability of these critical assets.AI Analysis | Feedback
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Willis Lease Finance Corporation (WLFC) operates in several addressable markets related to commercial aviation.
The main addressable markets for Willis Lease Finance's products and services on a global scale are:
-
Commercial Aircraft and Aircraft Engine Leasing:
- The global aircraft leasing market was valued at approximately USD 192.45 billion in 2024 and is projected to grow at a Compound Annual Growth Rate (CAGR) of 11.1%. Another estimate places the global aircraft leasing market at USD 197.88 billion in 2025, with a projection to reach approximately USD 425.33 billion by 2035, growing at a CAGR of 7.95%. Approximately 53% of the global commercial aircraft fleet is leased.
- Specifically, the global aircraft engine and component leasing market was valued at USD 4.96 billion in 2025 and is projected to grow from USD 5.29 billion in 2026 to USD 8.80 billion by 2034, exhibiting a CAGR of 6.6%. Other estimates for the global engine leasing market include a value of around USD 11.12 billion in 2025, projected to reach USD 17.70 billion by 2032 with a CAGR of around 6.87%, and USD 11.17 billion in 2025, expected to reach USD 15.56 billion by 2031 at a 5.68% CAGR.
-
Spare Parts Sales (Commercial Aircraft Aftermarket Parts):
- The global commercial aircraft aftermarket parts market size reached USD 44.3 billion in 2024 and is expected to reach USD 72.3 billion by 2033, exhibiting a CAGR of 5.3% during 2025-2033. Other sources estimate the market size at USD 48.71 billion in 2024, projected to grow to USD 93.52 billion by 2032 with a CAGR of 8.0%, or USD 49.3 billion in 2024, expected to reach USD 108.8 billion by 2034 with a CAGR of 8.3%.
-
Engine Management and Consulting Business (Aircraft Engine MRO - Maintenance, Repair, and Overhaul):
- The global aircraft engine MRO market was valued at approximately USD 88.91 billion in 2024 and is projected to grow to around USD 147.46 billion by 2034, with a CAGR of roughly 5.19%. Other estimates for the global aircraft engine MRO market indicate a value of USD 58.4 billion in 2024, forecast to reach USD 89.2 billion by 2030 with a CAGR of 6.3%, or USD 22.32 billion in 2024, expected to reach USD 33.80 billion by 2032 at a CAGR of 5.32%.
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Willis Lease Finance Corporation (WLFC) is anticipated to experience revenue growth over the next two to three years driven by several key factors in the commercial aviation market.
Here are the expected drivers of future revenue growth for Willis Lease Finance:
- Expansion of Lease Portfolio and High Utilization Rates: The company has consistently grown its total lease portfolio, which includes aircraft, engines, and other equipment. This expansion, coupled with strong portfolio utilization rates (averaging around 85-86% in recent periods), directly translates to higher core lease rent revenues. The increased demand for engines and aircraft contributes to robust lease rates.
- Strong Demand for Spare Parts and Equipment Sales: A significant driver is the heightened demand for surplus engine material, as operators aim to extend the operational life of their current-generation engine fleets due to OEM production bottlenecks and MRO capacity limits. This trend boosts revenue from spare parts and equipment sales.
- Growth in Maintenance Reserve Revenues and Vertically Integrated Services: Maintenance reserve revenues are increasing due to a higher number of engines on short-term lease conditions and contractual increases in hourly and cyclical usage rates. Willis Lease's vertically integrated services, including in-house repair stations and engine management capabilities, provide a competitive advantage by offering comprehensive solutions to customers and enabling incremental lease opportunities.
- Strategic Asset Management Initiatives and Partnerships: Willis Lease is actively expanding its asset-light management platform through new asset management funds and joint ventures. Notable examples include Willis Aviation Capital with Liberty Mutual Insurance and Blackstone Credit & Insurance, and the Willis Mitsui joint venture. These initiatives are expected to enhance shareholder returns through service fees and carried interest, supporting long-term growth by allowing the company to pursue larger transactions.
- Sustained Strength in the Aviation Market: The overall robust aviation market, characterized by tight aircraft and engine supply, is creating unprecedented demand for spare engines. This environment allows Willis Lease to maintain firm lease rates and leverage its extensive portfolio of in-demand engines, supporting recurring cash flows and earnings visibility.
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Share Repurchases
- Willis Lease Finance Corporation reported consideration of share repurchases, with an 8-K filing indicating some repurchases during the fourth quarter of 2025.
Share Issuance
- The number of shares of common stock outstanding as of March 6, 2026, was 6,786,392.
- As of October 31, 2024, the number of common shares outstanding was 6,603,609.
- Shares of common stock are reserved for issuance under an Employee Stock Purchase Plan (ESPP), where eligible employees can purchase common stock biannually.
Inbound Investments
- In 2025, Willis Lease Finance Corporation launched Willis Aviation Capital, securing over $1.6 billion in funds through partnerships with Liberty Mutual and Blackstone Credit & Insurance.
- On September 27, 2024, the company refinanced and expanded its preferred stock from $50.0 million to a $65.0 million Series A series, providing incremental growth equity.
- In October 2023, Willis Engine Structured Trust VII, a wholly-owned subsidiary, priced $410.0 million in aggregate principal amount of fixed rate notes.
Outbound Investments
- As of December 31, 2025, the company's investment in the Willis Mitsui & Company Engine Support Limited (WMES) joint venture was $78.9 million, and in the CASC Willis Lease Finance Company Limited joint venture was $3.7 million.
- Willis Lease Finance Corporation completed the sale of its consultancy and advisory arm to a joint venture with Mitsui & Co. on June 30, 2025.
Capital Expenditures
- As of December 31, 2025, the company had $2,801.7 million of equipment held in its operating lease portfolio, and the book value of lease assets owned either directly or through joint ventures was $3,614.5 million.
- In 2025, the company exercised options for 30 LEAP engines from CFM International to strengthen its long-term leasing portfolio.
- Depreciation expense increased by $19.1 million to $111.6 million in 2025 as the company increased its portfolio size and placed new assets on lease.
Peer Outperformance in Diversified Support Services
WLFC has outperformed 94% of its 31 Diversified Support Services peers over 5Y. Diversified Support Services ranks 9th of 23 industries in Industrials by median 5Y return.
Share of Diversified Support Services constituents that WLFC has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
56%
of 36 industry peers · 15.1% return
3Y
97%
of 32 industry peers · 327.9% return
5Y
94%
of 31 industry peers · 368.2% return
No Diversified Support Services peer with a comparable growth profile has beaten WLFC by more than 20pp over 5Y.
Median price return by industry across the Industrials sector, ranked by 5Y. Diversified Support Services is WLFC's own industry. Use this to see which corners of the sector have carried the returns.
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Construction & Engineering | 31 | 12.7% | 109.6% | 196.6% | CDNL 2642% · FIX 2380% · STRL 2143% |
| Marine Transportation | 5 | 78.1% | 61.8% | 168.4% | HOS 46637% · MATX 193% · KEX 168% |
| Construction Machinery & Heavy Transportation Equipment | 13 | 8.1% | 59.5% | 124.7% | CAT 341% · ALSN 275% · WAB 226% |
| Aerospace & Defense | 54 | -1.3% | 64.3% | 71.0% | ATI 1047% · FTAI 949% · HWM 637% |
| Rail Transportation | 7 | 34.0% | 64.5% | 45.3% | FSTR 144% · CSX 72% · UNP 56% |
| Passenger Ground Transportation | 3 | -21.7% | 35.1% | 42.4% | UBER 84% · CAR 42% · LYFT -70% |
| Trading Companies & Distributors | 19 | 6.3% | 35.0% | 40.9% | DXPE 580% · AIT 293% · WCC 230% |
| Industrial Machinery & Supplies & Components | 71 | 7.9% | 43.0% | 38.3% | CRS 1375% · PSIX 994% · EROC 630% |
| Diversified Support Services ← | 32 | 12.7% | 30.3% | 34.0% | LIME 3588% · TH 447% · WLFC 368% |
| Cargo Ground Transportation | 16 | 37.5% | 5.4% | 33.5% | XPO 264% · R 247% · CVLG 230% |
| Electrical Components & Equipment | 41 | 14.4% | 56.4% | 21.7% | POWL 2288% · BE 1304% · VRT 993% |
| Building Products | 33 | -11.2% | 2.7% | 18.3% | LMB 640% · GFF 407% · PPIH 312% |
| Industrial Conglomerates | 17 | 6.4% | 9.4% | 7.0% | RCMT 482% · CSW 145% · CSL 81% |
| Environmental & Facilities Services | 29 | -9.0% | 26.7% | -1.7% | CECO 1049% · ADUR 387% · NVRI 384% |
| Agricultural & Farm Machinery | 17 | 12.3% | -5.7% | -4.0% | BLBD 218% · DE 103% · GENC 56% |
| Research & Consulting Services | 13 | -12.8% | -25.5% | -11.5% | HURN 206% · CRAI 91% · GRNQ 79% |
| Data Processing & Outsourced Services | 6 | -33.5% | -15.9% | -25.2% | EXLS 42% · BR 8% · G -24% |
| Passenger Airlines | 11 | 1.9% | 2.8% | -26.9% | LTM 3321% · UAL 150% · SKYW 113% |
| Office Services & Supplies | 9 | 8.9% | 22.2% | -30.2% | PBI 198% · TILE 145% · HNI 54% |
| Air Freight & Logistics | 12 | -10.2% | -24.7% | -38.3% | CHRW 91% · FDX 68% · EXPD 59% |
| Security & Alarm Services | 10 | -34.4% | 15.9% | -38.4% | CIX 150% · MG 110% · NL 70% |
| Human Resource & Employment Services | 22 | 0.4% | -21.9% | -38.7% | BBSI 90% · ADP 50% · PAYX 23% |
| Airport Services | 3 | -71.3% | -79.6% | -57.6% | JOBY -21% · ASLE -58% · UP -100% |
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 60.11 |
| Mkt Cap | 12.5 |
| Rev LTM | 6,961 |
| Op Inc LTM | 362 |
| FCF LTM | -260 |
| FCF 3Y Avg | -172 |
| CFO LTM | 1,628 |
| CFO 3Y Avg | 1,755 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 5.2% |
| Rev Chg 3Y Avg | 6.9% |
| Rev Chg Q | 6.0% |
| QoQ Delta Rev Chg LTM | 1.5% |
| Op Inc Chg LTM | 11.5% |
| Op Inc Chg 3Y Avg | 9.1% |
| Op Mgn LTM | 15.2% |
| Op Mgn 3Y Avg | 17.4% |
| QoQ Delta Op Mgn LTM | 0.2% |
| CFO/Rev LTM | 25.1% |
| CFO/Rev 3Y Avg | 24.3% |
| FCF/Rev LTM | -5.5% |
| FCF/Rev 3Y Avg | -20.0% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Leasing and Related Operations | 693 | 543 | 398 | 286 | 257 |
| Spare Parts Sales | 58 | 47 | 21 | 26 | 18 |
| Eliminations | -20 | -21 | -0 | -0 | -0 |
| Total | 730 | 569 | 419 | 312 | 274 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Leasing and Related Operations | 109 | 146 | 64 | 9 | 9 |
| Eliminations | -0 | -0 | -0 | -0 | -0 |
| Spare Parts Sales | -4 | -2 | 0 | 1 | -0 |
| Total | 104 | 144 | 64 | 10 | 8 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Leasing and Related Operations | 3,873 | 3,220 | 2,603 | 2,530 | 2,416 |
| Spare Parts Sales | 63 | 77 | 49 | 45 | 47 |
| Eliminations | 0 | 0 | 0 | 0 | |
| Total | 3,936 | 3,297 | 2,652 | 2,575 | 2,463 |
Price Behavior
Price Behavior
| Market Price | $56.17 | |
| Market Cap ($ Bil) | 1.2 | |
| First Trading Date | 11/15/1996 | |
| Distance from 52W High | -29.6% | |
| 50 Days | 200 Days | |
| DMA Price | $62.85 | $60.14 |
| DMA Trend | up | down |
| Distance from DMA | -10.6% | -6.6% |
| 3M | 1YR | |
| Volatility | 48.0% | 47.9% |
| Downside Capture | 162.41 | 147.06 |
| Upside Capture | 79.77 | 136.40 |
| Correlation (SPY) | 19.4% | 35.7% |
WLFC Betas & Captures as of 8/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -0.20 | 1.08 | 0.68 | 1.42 | 1.36 | 1.24 |
| Up Beta | -0.59 | 0.91 | 1.06 | 2.05 | 1.62 | 0.98 |
| Down Beta | -4.00 | -0.58 | -1.08 | 0.06 | 0.82 | 1.34 |
| Up Capture | -152% | 12% | 99% | 119% | 163% | 401% |
| Bmk +ve Days | 10 | 21 | 32 | 68 | 138 | 427 |
| Stock +ve Days | 9 | 18 | 33 | 64 | 131 | 394 |
| Down Capture | 423% | 309% | 142% | 175% | 134% | 105% |
| Bmk -ve Days | 11 | 21 | 32 | 59 | 113 | 324 |
| Stock -ve Days | 12 | 24 | 30 | 62 | 118 | 353 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with WLFC | |
|---|---|---|---|---|
| WLFC | 15.5% | 47.8% | 0.45 | - |
| Sector ETF (XLI) | 15.1% | 17.2% | 0.65 | 49.6% |
| Equity (SPY) | 18.3% | 12.8% | 1.03 | 35.7% |
| Gold (GLD) | 19.0% | 29.2% | 0.59 | 13.5% |
| Commodities (DBC) | 48.3% | 20.6% | 1.80 | -20.5% |
| Real Estate (VNQ) | 7.6% | 13.6% | 0.29 | 21.3% |
| Bitcoin (BTCUSD) | -32.4% | 43.8% | -0.77 | 11.0% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with WLFC | |
|---|---|---|---|---|
| WLFC | 35.8% | 43.7% | 0.83 | - |
| Sector ETF (XLI) | 12.0% | 17.6% | 0.52 | 39.3% |
| Equity (SPY) | 12.5% | 17.2% | 0.55 | 32.8% |
| Gold (GLD) | 18.7% | 18.8% | 0.81 | 4.7% |
| Commodities (DBC) | 11.4% | 19.5% | 0.46 | 1.8% |
| Real Estate (VNQ) | 0.7% | 18.9% | -0.07 | 23.4% |
| Bitcoin (BTCUSD) | 9.4% | 52.6% | 0.36 | 13.0% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with WLFC | |
|---|---|---|---|---|
| WLFC | 21.2% | 51.2% | 0.57 | - |
| Sector ETF (XLI) | 13.3% | 20.1% | 0.58 | 46.3% |
| Equity (SPY) | 15.2% | 17.9% | 0.72 | 37.6% |
| Gold (GLD) | 12.3% | 16.3% | 0.62 | 2.1% |
| Commodities (DBC) | 8.7% | 18.1% | 0.39 | 13.0% |
| Real Estate (VNQ) | 4.7% | 20.7% | 0.19 | 33.8% |
| Bitcoin (BTCUSD) | 63.2% | 66.2% | 1.03 | 11.3% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Updated 9/4/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/4/2026 | -2.8% | -22.1% | -25.5% |
| 5/5/2026 | 17.0% | 10.6% | -12.0% |
| 3/10/2026 | -2.6% | -6.0% | 9.3% |
| 11/4/2025 | -6.0% | -3.6% | 1.9% |
| 8/5/2025 | 7.8% | 8.6% | 4.4% |
| 5/6/2025 | -14.2% | -9.3% | -13.3% |
| 3/10/2025 | -17.0% | -3.9% | -25.5% |
| 11/4/2024 | -0.2% | 9.3% | 12.1% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 15 | 10 | 12 |
| # Negative | 9 | 14 | 12 |
| Median Positive | 2.6% | 9.5% | 15.7% |
| Median Negative | -2.6% | -2.9% | -9.9% |
| Max Positive | 18.9% | 21.8% | 53.0% |
| Max Negative | -17.0% | -22.1% | -25.5% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/4/2026 | -2.8% | -22.1% | -25.5% |
| 5/5/2026 | 17.0% | 10.6% | -12.0% |
| 3/10/2026 | -2.6% | -6.0% | 9.3% |
| 11/4/2025 | -6.0% | -3.6% | 1.9% |
| 8/5/2025 | 7.8% | 8.6% | 4.4% |
| 5/6/2025 | -14.2% | -9.3% | -13.3% |
| 3/10/2025 | -17.0% | -3.9% | -25.5% |
| 11/4/2024 | -0.2% | 9.3% | 12.1% |
| 8/1/2024 | 18.9% | 8.1% | 22.8% |
| 5/2/2024 | 7.1% | 21.8% | 35.5% |
| 3/13/2024 | -1.6% | 1.6% | -0.2% |
| 11/3/2023 | 0.3% | -1.4% | 4.2% |
| 8/3/2023 | 5.7% | 4.8% | -1.2% |
| 5/4/2023 | -2.1% | -8.4% | -21.6% |
| 3/9/2023 | 2.3% | -4.6% | -6.5% |
| 11/2/2022 | 0.5% | -0.0% | 26.1% |
| 8/4/2022 | 0.1% | -0.2% | -8.6% |
| 5/9/2022 | 1.3% | -0.3% | 22.1% |
| 3/14/2022 | 0.0% | -2.1% | -2.5% |
| 11/2/2021 | 2.6% | -1.4% | -8.0% |
| 8/3/2021 | -0.8% | -0.9% | -11.2% |
| 5/4/2021 | 0.1% | 9.8% | 5.9% |
| 3/15/2021 | 4.6% | 19.7% | 19.3% |
| 11/2/2020 | 6.4% | 18.1% | 53.0% |
| SUMMARY STATS | |||
| # Positive | 15 | 10 | 12 |
| # Negative | 9 | 14 | 12 |
| Median Positive | 2.6% | 9.5% | 15.7% |
| Median Negative | -2.6% | -2.9% | -9.9% |
| Max Positive | 18.9% | 21.8% | 53.0% |
| Max Negative | -17.0% | -22.1% | -25.5% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/04/2026 | 10-Q |
| 03/31/2026 | 05/05/2026 | 10-Q |
| 12/31/2025 | 03/10/2026 | 10-K |
| 09/30/2025 | 11/04/2025 | 10-Q |
| 06/30/2025 | 08/05/2025 | 10-Q |
| 03/31/2025 | 05/06/2025 | 10-Q |
| 12/31/2024 | 03/11/2025 | 10-K |
| 09/30/2024 | 11/04/2024 | 10-Q |
| 06/30/2024 | 08/02/2024 | 10-Q |
| 03/31/2024 | 05/03/2024 | 10-Q |
| 12/31/2023 | 03/15/2024 | 10-K |
| 09/30/2023 | 11/03/2023 | 10-Q |
| 06/30/2023 | 08/04/2023 | 10-Q |
| 03/31/2023 | 05/05/2023 | 10-Q |
| 12/31/2022 | 03/10/2023 | 10-K |
| 09/30/2022 | 11/04/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/04/2026 | 10-Q |
| 03/31/2026 | 05/05/2026 | 10-Q |
| 12/31/2025 | 03/10/2026 | 10-K |
| 09/30/2025 | 11/04/2025 | 10-Q |
| 06/30/2025 | 08/05/2025 | 10-Q |
| 03/31/2025 | 05/06/2025 | 10-Q |
| 12/31/2024 | 03/11/2025 | 10-K |
| 09/30/2024 | 11/04/2024 | 10-Q |
| 06/30/2024 | 08/02/2024 | 10-Q |
| 03/31/2024 | 05/03/2024 | 10-Q |
| 12/31/2023 | 03/15/2024 | 10-K |
| 09/30/2023 | 11/03/2023 | 10-Q |
| 06/30/2023 | 08/04/2023 | 10-Q |
| 03/31/2023 | 05/05/2023 | 10-Q |
| 12/31/2022 | 03/10/2023 | 10-K |
| 09/30/2022 | 11/04/2022 | 10-Q |
| 06/30/2022 | 08/05/2022 | 10-Q |
| 03/31/2022 | 05/10/2022 | 10-Q |
| 12/31/2021 | 03/14/2022 | 10-K |
| 09/30/2021 | 11/03/2021 | 10-Q |
| 06/30/2021 | 08/04/2021 | 10-Q |
| 03/31/2021 | 05/05/2021 | 10-Q |
| 12/31/2020 | 03/15/2021 | 10-K |
| 09/30/2020 | 11/04/2020 | 10-Q |
| 06/30/2020 | 08/06/2020 | 10-Q |
| 03/31/2020 | 05/06/2020 | 10-Q |
| 12/31/2019 | 03/12/2020 | 10-K |
| 09/30/2019 | 11/06/2019 | 10-Q |
Insider Activity
Updated 9/2/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Willis, Charles F IV | Executive Chairman | Spouse | Sell | 9022026 | 52.95 | 400 | 21,180 | 2,132,846 | Form |
| 2 | Willis, Charles F IV | Executive Chairman | Direct | Sell | 8272026 | 55.11 | 15,600 | 859,777 | 137,351,720 | Form |
| 3 | Willis, Charles F IV | Executive Chairman | Direct | Sell | 8272026 | 54.51 | 11,400 | 621,444 | 136,703,570 | Form |
| 4 | Willis, Charles F IV | Executive Chairman | Direct | Sell | 8242026 | 55.12 | 16,700 | 920,431 | 138,844,134 | Form |
| 5 | Willis, Charles F IV | Executive Chairman | Direct | Sell | 8242026 | 54.47 | 13,500 | 735,339 | 138,126,221 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Willis, Charles F IV | Executive Chairman | Spouse | Sell | 9022026 | 52.95 | 400 | 21,180 | 2,132,846 | Form |
| 2 | Willis, Charles F IV | Executive Chairman | Direct | Sell | 8272026 | 55.11 | 15,600 | 859,777 | 137,351,720 | Form |
| 3 | Willis, Charles F IV | Executive Chairman | Direct | Sell | 8272026 | 54.51 | 11,400 | 621,444 | 136,703,570 | Form |
| 4 | Willis, Charles F IV | Executive Chairman | Direct | Sell | 8242026 | 55.12 | 16,700 | 920,431 | 138,844,134 | Form |
| 5 | Willis, Charles F IV | Executive Chairman | Direct | Sell | 8242026 | 54.47 | 13,500 | 735,339 | 138,126,221 | Form |
| 6 | Willis, Charles F IV | Executive Chairman | Direct | Sell | 8242026 | 53.98 | 16,300 | 879,908 | 137,618,785 | Form |
| 7 | Willis, Charles F IV | Executive Chairman | Direct | Sell | 8192026 | 55.87 | 19,300 | 1,078,351 | 143,350,460 | Form |
| 8 | Willis, Charles F IV | Executive Chairman | Direct | Sell | 8192026 | 57.49 | 27,500 | 1,580,855 | 148,597,133 | Form |
| 9 | Willis, Charles F IV | Executive Chairman | Direct | Sell | 8192026 | 57.93 | 31,400 | 1,819,072 | 151,344,660 | Form |
| 10 | Dameron, Clifton | SVP, GC & Corporate Secretary | Direct | Sell | 8172026 | 56.83 | 3,535 | 200,894 | 2,242,398 | Form |
| 11 | Willis, Austin Chandler | President and CEO | Direct | Sell | 8052026 | 73.34 | 15,000 | 1,100,103 | 31,968,116 | Form |
| 12 | Flaherty, Scott B | EVP, CFO | Direct | Buy | 8032026 | 29.07 | 148 | 4,302 | 7,102,499 | Form |
| 13 | Willis, Austin Chandler | Chief Executive Officer | Direct | Sell | 7062026 | 224.07 | 5,184 | 1,161,556 | 33,676,151 | Form |
| 14 | Willis, Austin Chandler | Chief Executive Officer | Direct | Sell | 5052026 | 192.77 | 3,400 | 655,414 | 29,971,713 | Form |
| 15 | Willis, Austin Chandler | Chief Executive Officer | Direct | Sell | 4032026 | 173.55 | 3,400 | 590,068 | 31,841,966 | Form |
| 16 | Willis, Charles F IV | Executive Chairman | Direct | Sell | 4012026 | 167.83 | 3,282 | 550,820 | 155,114,155 | Form |
| 17 | Willis, Charles F IV | Executive Chairman | Direct | Sell | 4012026 | 164.23 | 5,721 | 939,542 | 152,322,634 | Form |
| 18 | Willis, Charles F IV | Executive Chairman | Spouse | Sell | 4012026 | 167.55 | 238 | 39,877 | 2,271,979 | Form |
| 19 | Willis, Charles F IV | Executive Chairman | Direct | Sell | 3272026 | 170.09 | 9,727 | 1,654,449 | 158,732,203 | Form |
| 20 | Willis, Charles F IV | Executive Chairman | Direct | Sell | 3272026 | 172.17 | 4,270 | 735,152 | 162,346,577 | Form |
| 21 | Willis, Charles F IV | Executive Chairman | Direct | Sell | 3272026 | 176.74 | 2,000 | 353,489 | 167,417,869 | Form |
| 22 | Jones, Stephen Francis | Direct | Sell | 3192026 | 167.26 | 587 | 98,182 | 244,032 | Form | |
| 23 | Willis, Austin Chandler | Chief Executive Officer | Direct | Sell | 3042026 | 195.90 | 3,400 | 666,070 | 35,526,193 | Form |
| 24 | Willis, Austin Chandler | Chief Executive Officer | Direct | Sell | 2042026 | 185.74 | 3,400 | 631,522 | 34,315,038 | Form |
| 25 | Willis, Austin Chandler | Chief Executive Officer | Direct | Sell | 1062026 | 133.31 | 3,400 | 453,259 | 23,232,576 | Form |
| 26 | Willis, Austin Chandler | Chief Executive Officer | Direct | Sell | 12032025 | 120.33 | 2,813 | 338,480 | 21,570,175 | Form |
| 27 | Willis, Austin Chandler | Chief Executive Officer | Son | Sell | 12032025 | 120.33 | 744 | 89,522 | 219,233 | Form |
| 28 | Willis, Austin Chandler | Chief Executive Officer | Daughter | Sell | 12032025 | 120.33 | 744 | 89,522 | 219,233 | Form |
| 29 | Willis, Austin Chandler | Chief Executive Officer | Brother | Sell | 12032025 | 120.33 | 744 | 89,522 | 2,685,899 | Form |
| 30 | Willis, Austin Chandler | Chief Executive Officer | Direct | Sell | 12032025 | 120.46 | 587 | 70,710 | 21,932,837 | Form |
| 31 | Willis, Austin Chandler | Chief Executive Officer | Son | Sell | 12032025 | 120.46 | 156 | 18,792 | 309,105 | Form |
| 32 | Willis, Austin Chandler | Chief Executive Officer | Daughter | Sell | 12032025 | 120.46 | 156 | 18,792 | 309,105 | Form |
| 33 | Willis, Austin Chandler | Chief Executive Officer | Brother | Sell | 12032025 | 120.46 | 156 | 18,792 | 2,778,570 | Form |
| 34 | Willis, Austin Chandler | Chief Executive Officer | Direct | Sell | 11052025 | 126.52 | 3,400 | 430,166 | 23,110,423 | Form |
| 35 | Willis, Austin Chandler | Chief Executive Officer | Son | Sell | 11052025 | 126.52 | 900 | 113,868 | 344,386 | Form |
| 36 | Willis, Austin Chandler | Chief Executive Officer | Daughter | Sell | 11052025 | 126.52 | 900 | 113,868 | 344,386 | Form |
| 37 | Willis, Austin Chandler | Chief Executive Officer | Brother | Sell | 11052025 | 126.52 | 900 | 113,868 | 2,938,035 | Form |
| 38 | Willis, Austin Chandler | Chief Executive Officer | Direct | Sell | 10032025 | 136.17 | 3,400 | 462,967 | 25,335,606 | Form |
| 39 | Willis, Austin Chandler | Chief Executive Officer | Son | Sell | 10032025 | 136.17 | 900 | 122,551 | 493,198 | Form |
| 40 | Willis, Austin Chandler | Chief Executive Officer | Daughter | Sell | 10032025 | 136.17 | 900 | 122,551 | 493,198 | Form |
| 41 | Willis, Austin Chandler | Chief Executive Officer | Brother | Sell | 10032025 | 136.17 | 900 | 122,551 | 3,284,629 | Form |
| 42 | Willis, Austin Chandler | Chief Executive Officer | Direct | Sell | 9042025 | 145.15 | 3,400 | 493,501 | 27,500,041 | Form |
| 43 | Willis, Austin Chandler | Chief Executive Officer | Son | Sell | 9042025 | 145.15 | 900 | 130,632 | 656,355 | Form |
| 44 | Willis, Austin Chandler | Chief Executive Officer | Daughter | Sell | 9042025 | 145.15 | 900 | 130,632 | 656,355 | Form |
| 45 | Willis, Austin Chandler | Chief Executive Officer | Brother | Sell | 9042025 | 145.15 | 900 | 130,632 | 3,631,872 | Form |
Industry Resources
| Industrials Resources |
| IndustryWeek |
| Manufacturing.net |
| Aviation Week |
| Diversified Support Services Resources |
| Facilities Management Journal (FMJ) |
| Supply Chain Brain |
| Corporate Services News |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.
Core Cache Last Updated: 9/13/2026