Willis Lease Finance (WLFC)

Industrials · Rental & Leasing Services
$40.88 +2.17% on the day Market cap $281M 52-week range $38.00 to $81.54 Prices as of Oct 11, 2026

What the price implies

A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.

Free cash flow growth the price needs
-43% a year for 10 years

At a market value of $281M, Willis Lease Finance's free cash flow of $252M (fiscal 2025) would need to grow about -43% a year for the stock to be worth today's price. That is slower than the company has grown its free cash flow over the last 9 years.

Assumes a 9% discount rate and 3% growth after year 10, on free cash flow (operating cash flow minus capital spending) from Willis Lease Finance's SEC filings. Change any assumption, or model revenue and margins instead, in the Modeling tab, or try your own numbers in the reverse DCF calculator.

Implied by the price-43.2% a year
Free cash flow, last 9 years12.0% a year
Revenue, same period32.7% a year
Price to free cash flow1.1x

Fundamental grade

C

Five factors scored 1 to 9 from WLFC's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.

Valuation9
Profitability6
Growth0
Financial health1
Cash efficiency9

Results from SEC filings

Fiscal years, from Willis Lease Finance's 10-K filings. Ten years of the full income statement, balance sheet and cash flow.

Fiscal year20212022202320242025
Revenue$274M$312M$419M$569M$730M
Net income$3M$5M$44M$109M$114M
Free cash flow$88M$138M$225M$269M$252M
EPS (diluted)$0.00$0.11$2.08$15.34$15.39
Operating margin3.0%3.2%15.3%25.4%14.3%

Where the revenue comes from

Revenue by segments, fiscal 2024. Every breakdown, year by year.

Leasing and Related Operations$543M95%
Spare Parts Sales$26M5%

Superinvestors who own WLFC

From each investor's latest 13F filing (what a 13F shows). 3 of the investors we track hold it.

InvestorLast quarterValue% of portfolioQuarter
Jay Petschek
Corsair Capital Management
Added $4M0.54%Q2 2026
Steven Romick
First Pacific Advisors
New position $3M0.03%Q2 2026
Cliff Asness
AQR Capital Management
Added $640,8690.0%Q2 2026

Insider buying

Open-market purchases by Willis Lease Finance's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.

No open-market insider purchases of WLFC in the last 12 months. Most insider activity is selling and option exercises, which aren't shown here.

Get an alert at your buy price

Pick the price you'd be interested at. We'll email you when WLFC trades at or below it.

$

New accounts get 7 days of Pro, price alerts included. No card needed.

In the full deep dive

DCF fair value per share
Yearly return (IRR) at today's price
Growth implied by revenue and margins
15+ years of statements and quarters

Questions

What growth does Willis Lease Finance's stock price imply?

At a market value of $281M, Willis Lease Finance would need its free cash flow to grow about -43% a year for 10 years (discounted at 9%, 3% growth after that) to be worth today's price. Over the last 9 years its free cash flow grew 12% a year.

Are Willis Lease Finance insiders buying the stock?

No open-market insider purchases of WLFC in the last 12 months, according to SEC Form 4 filings.

Which superinvestors own Willis Lease Finance?

3 of the superinvestors Investingly tracks hold WLFC in their latest 13F, including Jay Petschek, Steven Romick, Cliff Asness.

Prices and ratios as of Oct 11, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.