The company specializes in the acquisition, lease, and resale of commercial aircraft, aircraft engines, and other aircraft equipment, along with spare parts sales, after-market engine parts, and portable aircraft components, while also providing a broad range of engine management and consulting services. Recently, Willis launched Willis Aviation Capital (WAC), a new asset management division to manage third-party engine and aviation asset portfolios through discretionary funds, aiming to generate recurring management fees, carried interest, and servicing revenues.
Cyborg Score Rationale
In 2024, Willis Lease Finance's revenue was $557.54 million (up 36% YoY) with earnings of $104.38 million (up 159% YoY), demonstrating strong profitability and revenue growth. The company benefits from essential aviation services with high barriers to entry and expanding asset management operations.
Top Insights
Revenue grew 36% YoY to $557.54M in 2024 with earnings surging 159% to $104.38M, demonstrating strong operational leverage.
Willis Aviation Capital launched to manage third-party portfolios including $1B Blackstone partnership and up to $600M Liberty Mutual strategy, creating high-margin recurring revenue streams.
Company launched Willis Module Shop™ in-house engine module restoration capability, completing inaugural CFM56-7B restoration in February 2026.
Quarterly dividend of $0.40/share declared for February 2026, reflecting management confidence in business strength and shareholder value delivery.
Named Competitors
Aircraft Engine Leasing — OEM-backed engine leasing and financing
Aircraft Engine Leasing — OEM-backed engine leasing and financing
Aircraft Equipment Leasing — Diversified aircraft and equipment lessor