How does the Q2 2025 EBITDA margin compare to the same quarter in 2024 and to peer leasing companies?

Short answer:

The excerpt you provided does not contain any specific numbers for Air Lease’s Q2 2025 EBITDA margin, the Q2 2024 compar‑ ison, or any peer‑group data. Therefore, based on the information that’s been shared, we cannot calculate or describe how the Q2 2025 EBITDA margin stacks up against the same quarter a year earlier or versus other aircraft‑leasing companies.

Why we can’t answer the question directly from the provided text

Because the source is an Earnings press release (Business Wire) that is only partially quoted (“Second Quarter 2025 Results The fol…”) we’re missing the detailed financial tables that would normally contain:

• EBITDA (dollar amount)
• EBITDA margin (EBITDA ÷ revenue, expressed as a %)
• Year‑over‑year EBITDA margin change (e.g., “up 3 percentage points vs. Q2‑24”)
• Peer‑group margin benchmarks (e.g., “vs. AerCap, GECAS, Avolon, etc.”)

Without those numbers, any “comparison” would be pure speculation, which is not permitted under the policy.

What you can do to get the answer you need

1. Retrieve the full press release

   • The complete Q2 2025 earnings release from Air Lease (NYSE: AL) will contain an “Operating Results” section with a table titled something like “Consolidated Statements of Operations” or “Key Financial Metrics.”
     
   • Look for a line item named “EBITDA” and “EBITDA margin” (or “Adjusted EBITDA margin”).

2. Obtain the Q2 2024 figures

   • In the same press release or in the prior year’s Q2 2024 earnings release (usually dated around August 2024), locate the same EBITDA metric.
     

3. Calculate the change (if not directly disclosed)

   • Percentage‑point change = (EBITDA‑margin 2025 – EBITDA‑margin 2024) expressed in percentage points.
     
   • Relative change = (EBITDA‑margin 2025 / EBITDA‑margin 2024 – 1) × 100% (if you want a percent‑increase/decrease).

4. Gather peer data

   • Look at the most recent quarterly earnings releases for major aviation‑leasing peers:
     
     • AerAer (AER),
       
     • GECAS (now part of AerCapital),
       
     • Avolon (AVO),
       
     • Macquarie AirFinance (via Net lease‑group reports).
       

• Most of these peers report an EBITDA margin in their “Key Financial Metrics” section. You can compile a “peer comparison” table.

1. Summarize
   
   • Example format (once you have the numbers):
     

• Add a brief narrative: e.g., “Air Lease’s Q2 2025 EBITDA margin of 8.2% was 0.5 percentage points higher than its 7.7% in Q2 2024 and 0.8 percentage points above the peer‑group average of 7.4%.” (Replace with real numbers.)

Quick “check‑list” to retrieve the numbers:

Bottom line

• From the snippet you shared, we cannot determine the Q2 2025 EBITDA margin, the year‑over‑year change, or the peer‑group comparison.
  
• Obtain the full earnings release and the comparable peer data to answer the question precisely. Once you have the numeric values, you can easily calculate the differences and present a fully‑fledged comparison. If you need help interpreting the numbers once you have them (e.g., what drives a higher or lower margin), feel free to share the figures and I’ll walk you through the analysis.