Willis Lease Finance Corporatio (WLFC) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Reported EPS
- $1.71
- Estimate
- $0.90
- Surprise
- +90.3%
- Revenue (period 2026-06-30)
- $194.0M
- Score at report (before → after)
- 7.1 → 7.0/10
Revenue source: xbrl.
How the report landed
Willis Lease Finance Corporatio (WLFC) beat the $0.90 estimate with diluted EPS of $1.71 — a large 90.3% upside surprise. TrendMatrix's engine moved from Buy (Wait) (7.1/10) to Hold at 7.0/10 after the report — the engine's score fell despite the beat.
Where TrendMatrix's rating stands now
TrendMatrix currently rates WLFC Hold at 6.4/10.
3 of the last 4 quarters beat the estimate; this quarter's +90.3% surprise compares with a +23.8% four-quarter average. Next scheduled report: 2026-11-03.
What supports the rating
- V7 quality resilience bonus: +0.2 (Q=7.3 in RISK_OFF)
- Strong earnings beat streak (3/4)
What argues against it
- Concentration risk — Product: Leasing and Related Operations segment (94.9%)
- Concentration risk — Geographic: leased and operated internationally (64.8%)
- Thin upside margin: 8.7%
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $55.45
- Price target
- $60.35
- Stop
- $51.62
- Upside to target
- +8.8%
- Reward-to-risk
- 1.2:1
The stock trades at 14.0× trailing but 8.1× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-09-04 — shown for context, not personalized investment advice.
WLFC at TrendMatrix's latest read
Industrial quarters are order-book stories — backlog and book-to-bill color how the market reads the reported number.
- Industry
- Rental & Leasing Services
- Market cap
- $1.17B
- P/E (fwd)
- 8.1
- P/E (ttm)
- 14.0
- 52-week range
- $38.00–$81.54
- Off 52-week high
- 32.0%
- RSI (14)
- 36
- Volume vs avg
- 0.27×
- Score today
- 6.4/10