Willis Lease Finance Corporation · NASDAQ:WLFC

Willis Lease Finance — Q1 2025 Earnings Presentation

8 slides from Willis Lease Finance's earnings presentation, May 6, 2025

  1. Slide 1: Q1 2025 Earnings Call

    Q1 2025 Earnings Call May 6, 2025 1

  2. Slide 2: Forward-Looking Statements Safe Harbor Disclaimer

    2 FORWARD-LOOKING STATEMENTS SAFE HARBOR Disclaimer This presentation includes “forward-looking” statements, as the term is defined under the federal securities laws, including but not limited to, statements regarding: WLFC's future financial and operating performance, including the impact of a join

  3. Slide 3: Exercise of Options to Purchase 30 New LEAP Engines

    3 EXERCISE OF OPTIONS TO PURCHASE 30 NEW LEAP ENGINES From CFM International, a JV between GE Aerospace and Safran Aircraft Engines  WLFC has exercised purchase rights to acquire an additional 30 new LEAP engines from CFM International  LEAP-1A engines for Airbus A320neo family aircraft  LEAP-1B

  4. Slide 4: Forecast: CFM56 vs LEAP Engine Shop Visits (2023-2031)

    4 FORECAST: CFM56 VS LEAP ENGINE SHOP VISITS (2023-2031)  45% of CFM56 engines still await first shop visit.  CFM56 shop visits peak at ~2,200 in 2025.  LEAP visits in 2025: ~1,100 per year.  By 2030, LEAP shop visits exceed CFM56. 0 500 1000 1500 2000 2500 2023 2024 2025F 2026F 2027F 2028F 2029

  5. Slide 5: Air India ConstantThrust Program

    Program Benefits  Reduces aircraft downtime by engine replacement instead of repair.  Eliminates budget uncertainty tied to engine maintenance.  Maximizes value from unserviceable engines via parts reuse and module swapping in one of our two engine MROs.  Enables seamless customer operations wit

  6. Slide 6: JV to Develop Engine Test Cell Facility with Global Engine Maintenance

    6 JV TO DEVELOP ENGINE TEST CELL FACILITY WITH GLOBAL ENGINE MAINTENANCE Addressing the shortage of engine test cell facilities in North America  WLFC and Global Engine Maintenance (GEM) have formed a Joint Venture: Willis Global Engine Testing  Leverages WLFC’s $3B engine portfolio and hospital s

  7. Slide 7: North America Engine Test Cells

    NORTH AMERICA ENGINE TEST CELLS MTU Lufthansa Delta QuickTurn MTU Standard Aero Lockheed Martin 7 WLFC

  8. Slide 8: New Market Expansion with JV

    Market Opportunity:  Ongoing shortage of testing capacity creates a significant market demand. Strategic Investment:  Diversifies WLFC’s service portfolio and ensures faster engine testing and return-to-service timelines. Operational Impact:  In-house testing is expected to drive growth at WERC-U

Willis Lease Finance — Q1 2025 Earnings Presentation on 6ix