WLFC · Willis Lease Finance Corporation — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on WLFC. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
About WLFC · Willis Lease Finance Corporation
Willis Lease Finance Corporation, together with its subsidiaries, operates as a lessor and servicer of commercial aircraft and aircraft engines worldwide. It operates in two segments, Leasing and Related Operations, and Spare Parts Sales. The company engages in acquiring and leasing commercial aircraft, aircraft engines, and related aircraft equipment, as well as the purchase and resale of commercial aircraft engines and other aircraft equipment, and service and maintenance related businesses. It also purchases and resells after-market engine parts, whole engines, engine modules, and portable aircraft components. The company serves commercial aircraft operators, as well as maintenance, repair, and overhaul organizations. Willis Lease Finance Corporation was incorporated in 1985 and is headquartered in Coconut Creek, Florida.
Live Quote
BUY (score +6) · 12-1 mom 26.2% · RSI 66.8 · above_both · -11.9% from high
Targets blend Wall Street consensus (1 analysts: low $226.00 / mean $226.00 / high $226.00) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
Three Form 4 filings within 14 days triggered this investigation, but all three were routine RSU vestings by non-executive directors (Barrington, Curran, Jones), not open-market purchases. A fourth contemporaneous filing was a pre-scheduled 10b5-1 sale by CEO Austin Willis ($556K) and a tax withholding sell-off by Executive Chairman Charles Willis IV ($7.54M). The stock recently hit $238.88 (52w high on May 6, 2026) then dropped ~22% to current levels amid a concurrent $200M convertible senior notes offering with delta-hedging share drop. Q1 2026 was record-setting: $194M revenue (+23% YoY), net income $25M (+48% YoY). However, an activist investor (Four Tree Island) is actively campaigning against executive compensation ($52.1M for Executive Chairman in 2025 vs. peers that are exponentially larger and better-performing), creating a governance overhang. No options chain data available to assess income strategy viability.