Air Lease Corporation AL

Competitive advantage analysis · industrials

Corporate Default
Overall moat score
55/100
Moderate

Ranked against 27 peers in Rental & Leasing Services

About Air Lease Corporation

Air Lease Corporation, an aircraft leasing company, engages in the purchase and leasing of commercial jet aircraft to airlines in the Asia Pacific, Europe, the Middle East, Africa, Mexico, Central America, South America, the United States, and Canada. The company also sells aircraft to third parties, including other leasing companies, financial services companies, airlines, and other investors. In addition, it … Full AL analysis →

Key strengths

  • Revenue Growth Consistent Revenue growth volatility is low (stability score 0.92), suggesting sticky customer base.
  • Operating Expense Control OpEx growth is controlled (score 0.69), demonstrating operating leverage.

Key risks

  • ROIC Below WACC or Peers ROIC at 20.0th percentile suggests inefficient capital deployment.
  • Liquidity Concerns Liquidity is concerning (score 0.12), raising questions about short-term obligations.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Moderate
58
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Cost Advantage

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Signals, strengths and risks for Customer Stickiness

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Resilience

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Signals, strengths and risks for Scale & Market Position

Where AL ranks in Rental & Leasing Services

Air Lease Corporation ranks #15 of 28 scored companies in Rental & Leasing Services by moat score — the top 54%. The widest moat in the group is Global Ship Lease Inc New (GSL) at 79/100.

# Company Moat score Rating
11 AerCap Holdings N.V. AER 56/100 Moderate
12 FlexShopper, Inc. FPAY 56/100 Moderate
13 U-Haul Holding Company Series N UHAL-B 56/100 Moderate
14 U-Haul Holding Company UHAL 56/100 Moderate
15 Air Lease Corporation AL 55/100 Moderate
16 Willis Lease Finance Corporatio WLFC 53/100 Moderate
17 Herc Holdings Inc. HRI 50/100 Developing
18 Vestis Corporation VSTS 46/100 Developing
19 WillScot Holdings Corporation WSC 45/100 Developing

See every General Corporate company ranked by moat score →

How AL scores on the Corporate Default defenses

Pricing Power

Score 58 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 72 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 72 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 44 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 43 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 42 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding AL's moat

What is Air Lease Corporation's moat score?

Air Lease Corporation (AL) scores 55 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #15 of 28 scored companies in Rental & Leasing Services, the top 54%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 27 companies in Rental & Leasing Services. Its strongest defense is Cost Advantage (72/100) and its weakest is Scale & Market Position (42/100).

How does Air Lease Corporation compare with other Rental & Leasing Services companies?

Air Lease Corporation ranks #15 of 28 scored companies in Rental & Leasing Services by moat score. The widest moat in Rental & Leasing Services is Global Ship Lease Inc New (GSL) at 79/100. The companies ranked closest are U-Haul Holding Company (UHAL) at 56 just above it and Willis Lease Finance Corporatio (WLFC) at 53 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 27 companies in Rental & Leasing Services. The defenses are then weighted to produce the overall score out of 100.

Why is Air Lease Corporation scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for Air Lease Corporation?

The Corporate Default template measures 6 defenses, and AL scores: Pricing Power (58), Cost Advantage (72), Customer Stickiness (72), Capital Efficiency (44), Resilience (43), Scale & Market Position (42). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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