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Willis Lease Finance Corp. (WLFC) Stock Fundamental Analysis & AI Rating 2026

WLFC Nasdaq Wholesale-Machinery, Equipment & Supplies DE CIK: 0001018164
Recently Updated • Analysis: May 7, 2026 • SEC Data: 2026-03-31
Combined AI Rating
HOLD
42% Confidence
N/A
HOLD
42% Conf
Pending
Analysis scheduled

📊 WLFC Key Takeaways

Revenue: $194.3M
Net Margin: 12.9%
Free Cash Flow: $53.1M
Current Ratio: N/A
Debt/Equity: 3.25x
EPS: $3.26
AI Rating: HOLD with 42% confidence
Willis Lease Finance Corp. (WLFC) receives a HOLD rating with 42% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $194.3M, net profit margin of 12.9%, and return on equity (ROE) of 3.6%, Willis Lease Finance Corp. demonstrates mixed fundamentals in the Industrial sector. Below is our complete WLFC stock analysis for 2026.

Is Willis Lease Finance Corp. (WLFC) a Good Investment?

Claude

Willis Lease demonstrates solid operational profitability (17.4% operating margin) and strong free cash flow generation ($53.1M, 27.3% FCF margin), but faces critical financial fragility with interest coverage of only 1.0x and extreme leverage of 3.25x debt-to-equity. The company has minimal cash ($24.6M) relative to $2.3B debt, leaving virtually no buffer for economic downturns or rate increases.

Why Buy Willis Lease Finance Corp. Stock? WLFC Key Strengths

Claude
  • + Strong free cash flow generation of $53.1M with 27.3% FCF margin shows efficient cash conversion
  • + Healthy operating margin of 17.4% and net margin of 12.9% demonstrate operational efficiency
  • + Positive net income of $25.1M and $56.7M operating cash flow in current period

WLFC Stock Risks: Willis Lease Finance Corp. Investment Risks

Claude
  • ! Critical: Interest coverage ratio of 1.0x leaves virtually no margin for error; any profitability decline risks debt service failure
  • ! Extreme leverage of 3.25x debt-to-equity with only $24.6M cash creates severe vulnerability to market disruptions or rate increases
  • ! Very poor shareholder returns (3.6% ROE, 0.7% ROA) indicate capital is not being deployed efficiently despite heavy debt burden

Key Metrics to Watch

Claude
  • * Interest coverage ratio trend - must improve above 1.5x minimum
  • * Operating cash flow stability - any decline below $50M signals distress
  • * Debt levels and refinancing needs - monitor ability to service and roll over $2.3B debt

Willis Lease Finance Corp. (WLFC) Financial Metrics & Key Ratios

Revenue
$194.3M
Net Income
$25.1M
EPS (Diluted)
$3.26
Free Cash Flow
$53.1M
Total Assets
$3.5B
Cash Position
$24.6M

💡 AI Analyst Insight

The 27.3% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

WLFC Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 17.4%
Net Margin 12.9%
ROE 3.6%
ROA 0.7%
FCF Margin 27.3%

WLFC vs Industrial Sector: How Willis Lease Finance Corp. Compares

How Willis Lease Finance Corp. compares to Industrial sector averages

Net Margin
WLFC 12.9%
vs
Sector Avg 10.0%
WLFC Sector
ROE
WLFC 3.6%
vs
Sector Avg 15.0%
WLFC Sector
Current Ratio
WLFC 0.0x
vs
Sector Avg 1.8x
WLFC Sector
Debt/Equity
WLFC 3.2x
vs
Sector Avg 0.7x
WLFC Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Willis Lease Finance Corp. Stock Overvalued? WLFC Valuation Analysis 2026

Based on fundamental analysis, Willis Lease Finance Corp. shows some fundamental concerns relative to the Industrial sector in 2026.

Return on Equity
3.6%
Sector avg: 15%
Net Profit Margin
12.9%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
3.25x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Willis Lease Finance Corp. Balance Sheet: WLFC Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
3.25x
Debt/Assets
78.4%
Interest Coverage
1.04x
Long-term Debt
$2.3B

WLFC Revenue & Earnings Growth: 5-Year Financial Trend

WLFC 5-year financial data: Year 2024: Revenue $569.2M, Net Income $43.8M, EPS $6.23.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Willis Lease Finance Corp.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $6.23 reflects profitable operations.

WLFC Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
27.3%
Free cash flow / Revenue

WLFC Quarterly Earnings & Performance

Quarterly financial performance data for Willis Lease Finance Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2024 $4.7M $4.4M $0.55
Q3 2022 $2.4M $1.6M $-0.14
Q2 2020 $26.5M $5.4M $0.74
Q1 2020 $20.5M $4.3M $0.56
Q3 2019 $19.4M $9.7M $1.47
Q2 2019 $22.0M $8.4M $1.26
Q1 2019 $15.4M $7.1M $1.00
Q3 2018 $19.4M $5.3M $0.80

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Willis Lease Finance Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$56.7M
Cash generated from operations
Stock Buybacks
$11.6M
Shares repurchased (TTM)
Capital Expenditures
$3.5M
Investment in assets
Dividends Paid
$3.1M
Returned to shareholders

WLFC SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Willis Lease Finance Corp. (CIK: 0001018164)

📋 Recent SEC Filings

Date Form Document Action
May 5, 2026 4 xslF345X06/form4.xml View →
May 5, 2026 10-Q wlfc-20260331.htm View →
May 5, 2026 8-K wlfc-20260505.htm View →
Apr 24, 2026 DEF 14A ck0001018164-20260422.htm View →
Apr 22, 2026 8-K wlfc-20260422.htm View →

Frequently Asked Questions about WLFC

What is the AI rating for WLFC?

Willis Lease Finance Corp. (WLFC) has an AI rating of HOLD with 42% confidence, based on fundamental analysis of SEC EDGAR filings.

What are WLFC's key strengths?

Claude: Strong free cash flow generation of $53.1M with 27.3% FCF margin shows efficient cash conversion. Healthy operating margin of 17.4% and net margin of 12.9% demonstrate operational efficiency.

What are the risks of investing in WLFC?

Claude: Critical: Interest coverage ratio of 1.0x leaves virtually no margin for error; any profitability decline risks debt service failure. Extreme leverage of 3.25x debt-to-equity with only $24.6M cash creates severe vulnerability to market disruptions or rate increases.

What is WLFC's revenue and growth?

Willis Lease Finance Corp. reported revenue of $194.3M.

Does WLFC pay dividends?

Willis Lease Finance Corp. pays dividends, with $3.1M distributed to shareholders in the trailing twelve months.

Where can I find WLFC SEC filings?

Official SEC filings for Willis Lease Finance Corp. (CIK: 0001018164) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is WLFC's EPS?

Willis Lease Finance Corp. has a diluted EPS of $3.26.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is WLFC a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Willis Lease Finance Corp. has a HOLD rating with 42% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is WLFC stock overvalued or undervalued?

Valuation metrics for WLFC: ROE of 3.6% (sector avg: 15%), net margin of 12.9% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy WLFC stock in 2026?

Our dual AI analysis gives Willis Lease Finance Corp. a combined HOLD rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is WLFC's free cash flow?

Willis Lease Finance Corp.'s operating cash flow is $56.7M, with capital expenditures of $3.5M. FCF margin is 27.3%.

How does WLFC compare to other Industrial stocks?

Vs Industrial sector averages: Net margin 12.9% (avg: 10%), ROE 3.6% (avg: 15%), current ratio N/A (avg: 1.8).

Is Willis Lease Finance Corp. carrying too much debt?

WLFC has a debt-to-equity ratio of 3.25x, which is above the Industrial sector average of 0.7x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 7, 2026 | Data as of: 2026-03-31 | Powered by Claude AI