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Sumisho Air Lease earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Nov 5, 2026
Q3 2026 Revenue down 18% year over year to $593M · 18¢ of every $1 of revenue kept as net profit · operating margin 21.4%
Sumisho Air Lease made $593M in Q3 2026 (-18% Y/Y). Operating margin 21.4%, net earnings $107M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 5, 2026.
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What changed this quarter
Revenue was $592.6M in Q3 2026, down 18% year over year and up 3% from the previous quarter.
Operating profit was $126.8M, a 21.4% margin (down 4.1 points year over year). Total costs fell 14% while revenue fell 18%. Net earnings were $107.2M, down 27% year over year. The effective tax rate was 15.4%.
Operating cash flow was $273.0M (down 40% year over year), 255% of net earnings. Non-cash charges added back $172.8M of depreciation. Capital expenditures of $1.3M left free cash flow of $271.8M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Nov 5, 2026 | $593M | -18% | 21.4% | $107M | $273M |
| Q2 2026 | 10-Q | Aug 10, 2026 | $575M | -21% | -1.6% | −$7.7M | $134M |
| Q1 2026 | 10-Q | May 7, 2026 | $739M | +0.1% | 20.3% | $126M | $503M |
| Q4 2025 | 10-K | Feb 12, 2026 | $820M | +15% | 27.6% | $181M | $414M |
| Q3 2025 | 10-Q | Nov 3, 2025 | $725M | +5% | 25.5% | $146M | $459M |
| Q2 2025 | 10-Q | Aug 4, 2025 | $732M | +10% | 66.5% | $385M | $474M |
| Q1 2025 | 10-Q | May 5, 2025 | $738M | +11% | 63.9% | $376M | $388M |
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About Sumisho Air Lease
Air Lease Corporation (the “Company”, “AL”, “we”, “our” or “us”) is a leading aircraft leasing company that was founded by aircraft leasing industry pioneer, Steven F. Udvar-Házy. We are principally engaged in purchasing the most modern, fuel-efficient new technology commercial jet aircraft directly from aircraft manufacturers, such as Airbus S.A.S. (“Airbus”) and The Boeing Company (“Boeing”), and leasing those aircraft to airlines throughout the world with the intention to generate attractive returns on equity. In addition to our leasing activities, we sell aircraft from our fleet to third parties, including other leasing companies, financial services companies, airlines and other investors. We also provide fleet management services to investors and owners of aircraft portfolios for a management fee.
In its own words, from its 10-K, filed Feb 12, 2026.
Sumisho Air Lease against its Services-Equipment Rental & Leasing, NEC peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: -18% against the peers' median +12%. Operating margin: 21.4% against the peers' median 21.4%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| Sumisho Air Lease | Q3 2026 | $593M | -18% | 21.4% |
| URI United Rentals | Q3 2026 | $4.9B | +16% | 28.8% |
| United Rentals North America | Q2 2026 | $4.4B | +12% | 25.8% |
| SUNB Sunbelt Rentals Holdings | Q1 FY27 | $3.1B | +11% | 22.2% |
| EQPT EquipmentShare.com | Q2 2026 | $1.4B | +26% | 6.4% |
| UPBD Upbound Group | Q3 2026 | $1.1B | -2% | 6.2% |
| PRG Prog Holdings | Q3 2026 | $726M | +26% | 9.1% |
| CTOS Custom Truck One Source | Q3 2026 | $495M | +3% | 7.7% |
| Aircastle | Q2 FY27 | $283M | +24% | 28.4% |
Source: Sumisho Air Lease 10-Q on SEC EDGAR · CIK 1487712 · Services-Equipment Rental & Leasing, NEC