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Stock impact report

Willis Lease Finance: Shift To Asset-Light Model Should Drive Shares Higher [Seeking Alpha]

Willis Lease Finance Corporation (WLFC) 
US:NASDAQ Investor Relations: willislease.com/investors.aspx
Company Research Source: Seeking Alpha
WLFC is pivoting to an asset-light model, leveraging Blackrock and Liberty Mutual capital to reduce capital intensity. Ceasing the Sustainable Aviation Fuel, or SAF, initiative removes a major expense and strategic overhang, improving forward expense outlook. With $912 million in purchase commitments for LEAP engines can now be financed through the JV's, freeing cash for deleveraging or repurchases. WLFC could go back towards early 2025 highs quickly in 2026. Monty Rakusen/DigitalVision via Getty Images I've kicked the tires on Willis Lease Finance Corporation ( WLFC ) a few times in the past couple of years, and have passed on it because I felt the discount to NAV in names like This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of WLFC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeki Show less Read more
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