Willis Lease Finance Corporation

WLFC

CIK 0001018164 · Quarterly mode · latest period FY2025 (Q3) (ending 2025-09-30) · sourced from SEC EDGAR

At a glance · FY2025 (Q3)

Revenue
$183M
↑+25.4% +$37Mvs FY2024 (Q3)
Operating Income
$38M
↑+12.8% +$4Mvs FY2024 (Q3)
Gross Profit
$183M
↑+25.4% +$37Mvs FY2024 (Q3)

DCF intrinsic value

DCF intrinsic value

two-stage Gordon model

Project WLFC's free cash flow forward, discount back at your hurdle rate, divide by diluted shares. Edit the assumptions to see how sensitive the intrinsic value is.

25%

Trailing 3-yr CAGR was 44.8%

10%

10% is a common all-equity benchmark for US large-caps

2.5%

Should be ≤ long-run GDP growth (~2.5% nominal)

5

5-year explicit projection + perpetuity terminal

Intrinsic value per share
$1317.59
Total enterprise IV
$8.96B
Diluted shares
0.01B
Terminal PV
$6.96B (78% of total)
Year-5 FCF
$820M
YearProjected FCFDiscounted PV
+1$336M$305M
+2$420M$347M
+3$525M$394M
+4$656M$448M
+5$820M$509M
Terminal$11.21B$6.96B

DCF outputs are HIGHLY sensitive to growth + WACC assumptions. A 1pp WACC change can shift IV by 20%+. Use this as a sanity-check vs market price, not a target — and always cross-check the underlying FCF source (EDGAR cashflow statement, latest annual). Margin of safety convention: 30-50% discount to IV before buying.

Balance sheet · 2025-09-30

latest filed snapshot
Total assets
$3.42B
everything owned
Total liabilities
$2.71B
everything owed
Stockholders' equity
$650M
shareholder claim
Net debt
$2.23B
LT debt minus cash

Drill down