What was the increase in sales gains and how much of it comes from aircraft sales versus leasing revenue? | AL (Aug 06, 2025) | Candlesense
AL

What was the increase in sales gains and how much of it comes from aircraft sales versus leasing revenue?

Answer

The press‑release excerpt you provided does not contain the specific figures needed to answer the question. It only includes a qualitative statement from the CEO:

“We had a strong quarter bolstered by our new aircraft deliveries, healthy gains on sales, increasing portfolio yield, and significant Russia insurance recoveries.”

No numerical values (e.g., dollar amounts, percentage changes, or a split between aircraft‑sale versus leasing‑revenue gains) are given in the text you shared. Therefore, based on the information available:

Item Information available
Increase in sales gains Described only as “healthy gains on sales” – no amount or percentage disclosed.
Break‑down of sales gains (aircraft sales vs. leasing revenue) Not provided in the excerpt.

What to do next

To obtain the exact numbers you’re looking for, you’ll need to consult the full Air Lease (NYSE: AL) Q2 2025 earnings release. The complete document typically includes a “Management’s Discussion and Analysis” (MD&A) section and a “Consolidated Statements of Operations” where:

  • Sales gains (often reported as “net revenue” or “lease and sales revenue”) are broken out.
  • A segment or line‑item table may separate aircraft‑sale revenue from leasing‑revenue (or sometimes the two are combined, with a note explaining the proportion).

You can locate the full release by:

  1. Visiting Air Lease’s Investor Relations website – look for the “Press Releases” or “Financial Results” page for the quarter ending June 30 2025.
  2. Searching the SEC’s EDGAR database – the Form 8‑K filing for the earnings release will contain the same tables.
  3. Contacting the company’s IR team – they can provide a copy of the earnings release or a supplemental slide deck that often includes a “Revenue by source” chart.

Once you have the complete release, you can extract:

  • Total sales gains (e.g., $X million or Y% YoY).
  • The portion attributable to aircraft sales (e.g., $A million).
  • The portion attributable to leasing revenue (e.g., $B million).

If you can share the full press‑release or the relevant tables, I can help you parse the numbers and calculate the exact breakdown.

Other Questions About This News

Are there any changes to the company’s hedging strategy or exposure to interest rates and foreign currency risk? What guidance did Air Lease provide for full-year 2025 earnings and cash flow outlook? What is the change in portfolio yield year‑over‑year and what drivers contributed to the increase? What is the current leverage ratio and cash balance after the quarter’s results? Did the company announce any new leasing contracts or extensions that could impact future cash flow? How does the current stock price reflect the reported results relative to analyst expectations? How does the Q2 2025 EBITDA margin compare to the same quarter in 2024 and to peer leasing companies? How significant are the Russia insurance recoveries and are they expected to be one‑time or recurring? What is the breakdown of revenue by geography and is there concentration risk? What is the outlook for aircraft demand and lease rates in the next 12‑18 months, and how might that affect margins? How many new aircraft were delivered in Q2 2025 and what is the composition of the fleet (type, age, lease terms)?